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How to Prep like a Pro for your next Client Video Call

A strong handshake, eye contact, cookies and coffee are part of the face-to-face meeting etiquette. Along with a well made presentation and polished outfit, they will give you extra points when meeting a client. But what to do when you're meeting a client remotely - via video? Is it enough to just open your camera and start talking?

Well, not really. The online meeting world has an etiquette of its own. So how do you prepare yourself and your (remote) office space properly for meeting customers via video calling? Read our 5 tips to help you prepare like a pro for your next customer video call.


1. Keep the Light in Front of you

DON'T for customer video calls: place a source of light behind you

DO: source of light in front of you

When it comes to video meetings, lighting can be a major deal maker or breaker. Proper lighting can make you look rested and more engaged, whilst bad lighting may give the impression that you’re tired or less interested in the conversation.

Let’s start with the basics. Before setting your lighting, get your camera elevated on eye level. If needed, stack some sturdy items like boxes or hardcover books underneath.

Are you in a sunny place with many hours of sun? It may sound odd, but in video meetings, it's better to avoid depending on natural light since it may vary too much.

Do you prefer artificial lighting? No problem at all. If you’re using the room lamps, make sure you are NOT positioned directly underneath them. If you’re using a lighting kit, avoid going for the brightest setting as it may look fake or blind you. Either way, you want to be looking towards the light otherwise your guest will have the impression that you come from a dungeon. Not the best image for a video meeting with a client, right?


2. Pick a Neutral Background

Your background is your frame in the video meeting room. You want to make sure your surrounding is clean with plain colors and subtle decorations, if any at all. Go for small plants and/or some books but don’t overdo it. Random objects like personal photos, souvenirs, posters with quotes etc are irrelevant to a video meeting with a client and will only add to the clutter. Same goes for your desk. Remove soda cans, cables and papers from the surface and keep only what’s absolutely needed for your meeting.


3. Look Presentable but Beware of the Traps


The most important rule here is to avoid clothes that will confuse the eyes of your guests. Say NO to extremely light and bold colors as they may cause a distracting hue. Patterns, polka dots and stripes are fun sometimes but when it comes to video meetings they will divert the main focus onto the patterns themselves instead of on you - especially if you use high definition camera which picks up the slightest details. Instead of bold jewelry and accessories, opt for cool colors like pastel blue, black, white or muted earth tones. Last but not least, avoid wearing the same color like your background as you might seem like a floating head...

Tip: before you start the meeting, check your teeth, hair and face to make sure everything looks good. A small mirror or your computer screen can come very handy here ?


4. Sit up straight and Check your Body Language

Before your video meeting, find a comfortable chair that will help you stay still - or at least not move a lot. Exaggerated hand and head movements can be distracting so try to keep them to the minimum.

It’s essential to double-check the distance you keep from the camera and microphone. You don’t want to look like you’re ready to jump to the other side of the screen. Instead of looking yourself talking at your computer screen, always look into the camera (maybe add a piece of duct tape on that part of the screen so you don’t get into temptation?). That way you’ll look more engaged and focused in the conversation!


5. Test your Media beforehand


Prior to your video meeting you want to check that media - camera, speakers, microphone - is working properly. The best way to do that is to perform a small test via the 24sessions testroom. Now is the time to see how you show on camera and what the sound is like. In case you have prepared documents to share with your guests you can also test screen sharing.

Tip: open your notepad to take notes during your meeting. That will come in very handy for your follow-up message and your personal agenda!


Lastly, no need to mention that you always want to prepare for your customers. Add questions to your booking form that will provide you with relevant information and customize the email notifications your guests receive. Make sure you prepare relevant material like presentation decks or case studies that will come handy during the meeting. In other words, do your homework.

Time to start video calling! Make yourself a cup of coffee or tea, take a deep breath and wear your best smile. Good luck!


Hungry for more tips?

Have any questions about how to start video calling with customers? Get in touch! We are ready to support your team wherever possible.

 CONTACT US Or learn more about CX video calls



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