How to Run a Business Meeting: One-on-One Over Coffee

how to run a business meeting

Do you know how to run a business meeting with a client? Time wasters in many senses, but necessary components of any company who wants to grow. There is another option. One that can produce greater results.

How to Run a Business Meeting

7 Tips for a successful coffee meeting

The coffee meeting. A one-on-one business meeting where you and your client enjoy a good cup of coffee before the normal workday starts. A meeting where you can get to know each other better and understand what the results are that both of you are looking for.

How to Run a Business Meeting

The first thing you must do, even before you contact your client is to determine exactly what you want to accomplish. Do you want to introduce a new service or product? Or maybe you are looking for the commitment, a signed agreement.

Running Meetings: Expert Solutions to Everyday Challenges (Pocket Mentor)

Follow these guidelines on how to run a business meeting and you will have a more productive outcome. One that your client will benefit from and you as well.

1. Know your objective. This has to be a clearly fixed well thought out component of the meeting.

2. Set up the meeting. Depending on how well you know your client will determine how you contact him or her. It can be as simple as picking up the phone and asking to meet over coffee. Maybe an email will work better to get the appointment. Which ever method you use, be clear and state your objective. Never blindside them once the meeting starts.

3. Be grateful. Once you meet your client for coffee, let them know how grateful you are for them to allow you a part of their morning.

4. State the agenda. Remind your client why you asked for the meeting and why you chose to hold it over coffee away from the office.. Note: if you client doesn’t like coffee, a soda or maybe juice will do just as well.

5. Get to the point. Your client’s time is important. Don’t waste it.

6. Recap and close. After you have discussed what you set the meeting for, a brief recap will help to reiterate your objective. If you achieved your objective, thanks are in order and close. If the objective was not achieved, set a time for another meeting to continue.

7. One final detail. Send a thank you note. A simple handwritten note will tell your client that you value his time and business.


Knowing how to run a business meeting over coffee is not difficult. Following your business instincts will get you through it. In fact, the more coffee meetings you have, the better you will become at them. Results, better relationships with your clients and prospects. Better results, more business.

The next time you feel you need to learn more about your client, their business and them personally, plan a coffee meeting. A simple one-on-one coffee meeting may be the answer you are looking for.

Your Turn

I would love to hear your thoughts on coffee meetings. Leave your comment below.

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Welcome to The Morning Coffee Cup  where coffee, marketing & topics of life fill your cup. I think it's awesome you are here. As for me, I wear blue-jeans & t-shirts, drink coffee of course and enjoy every moment I can with my grandkids. They are my heroes.

I enjoy writing reviews on coffee that I drink and sharing them with you. There's also lots of other coffee stuff inside the cup. Things like marketing and topics of everyday life. A little something for everyone. Be sure you subscribe to The Casual Cup Newsletter. I'll keep you up to date on all the good stuff. Enjoy!

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