For a Technology Implementer, a customer visit is the most vital part of the role.

We can learn more than few days’ R&D in office, by just one visit to a customer – either to understand requirement or to implement solution.

In such situation, we need to guide as well as learn simultaneously. Here is a 3-point agenda :

  • Gain Acceptance : through Homework, Empathy, Enthusiasm.
  • Show Value : by Client-specific demo, Discovery questions,  Being open and expressive.
  • Prepare Minutes : include Specific follow-up plan, Share our limitations (also workaround), Point-out customer’s actionables (be supportive).