Doing business over meals is a ritual that has existed for centuries.
Taking clients to breakfast, lunch or dinner has long been an effective
way to build relationships, make the sale or seal the deal. These
business meals are essentially business meetings. Knowledge of your
product or your service is crucial to the success of the meeting, but so
are your manners. Too many people jeopardize an opportunity because
they fail to use good dining etiquette. Here are a few basic rules to
make the experience pleasurable and profitable.
Know your duties as the host. You are in charge. It is up to you to
see that things go well and that your guests are comfortable. You need
to attend to every detail from extending the invitation to paying the
bill.
Plan ahead when you issue the invitation. Allow a week for a business
dinner and three days for lunch. Be certain that the date works for
you. That might sound obvious, but if you have to cancel or postpone,
you can look disorganized and disrespectful of your clients' time.
Select a restaurant that you know, preferably one where you are known.
This is no time to try out the latest hot spot. Being confident of the
quality of the food and service leaves you free to focus on business.
Consider the atmosphere. Does it lend itself to conversation and
discussion? If you and your clients can't hear each other over the roar
of the diners and dishes, you will have wasted your time and money.
When you make your reservation, let the staff know that you will be
dining with clients. If your guests suggest a restaurant new to you
(perhaps you are hosting clients out-of-town), call ahead and speak with
the maitre'd. Make it clear that you will be having an important
business meal and picking up the check.
Confirm the meal appointment with your clients the day before if you are
meeting for breakfast or that day if you are having lunch or dinner.
Things do happen and mix-ups occur.
Arrive early so you can attend to last minute details. This is the
perfect time to give your credit card to the maitre'd and avoid the
awkwardness that seems to accompany the arrival of the bill.
Take charge of the seating. Your guests should have the prime seats-the
ones with the view. As the host, take the least desirable spot-the one
facing the wall, the kitchen or the restrooms.
Beyond being polite, where you seat your guests is strategic. When you
are entertaining one client, sit next to each at a right angle rather
than across the table. With two clients, put one across from you and
the other to your side. If you sit between them, you will look as if
you are watching a match at Wimbledon as you try to follow the
conversation.
Allow your guests to order first. You might suggest certain dishes to
be helpful. By recommending specific items, you are indicating a price
range. Order as many courses as your guests, no more and no less, to
facilitate the flow of the meal. It is awkward if one of you orders an
appetizer or dessert and the others do not.
As the host, you are the one who decides when to start discussing
business. That will depend on a number of factors such as the time of
day and how well you know your clients. At breakfast, time is short so
get down to business quickly. At lunch, wait until you have ordered so
you won't be interrupted. Dinner, the more social occasion, is a time
for rapport building. Limit the business talk and do it after the main
course is completed.
When you know your clients well, you have more of a basis for small
talk. However, because you have established a business friendship, you
can eliminate some of the chitchat when time is an issue. When you
don't know your clients well, spend more time getting acquainted before
launching your shoptalk.
Sometimes you simply need to use your own judgment about when to get
down to business, realizing that if you wait too long, your clients may
start to wonder why they were invited. If you begin too early in the
meal, your guests might suspect that you are more interested in their
money than you are in them.
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