Customer Meetings

This seminar provides a comprehensive examination of customer meetings, beginning with the benefits they offer and introducing the customer meeting matrix—an invaluable tool for the systematic planning of customer meetings.
We continue with a review agenda development and effective use. Although no two customer meetings are exactly alike, easy-to-master meeting skills have been identified that increase success when consistently applied.
These professional practices build staff confidence, foster home buyer trust, and ensures a worthwhile return on the time invested in customer meetings.
The 50+ page class workbook includes 10 sample agendas as well as customer handouts regarding Customer Meetings in a Virus Environment & Warranty Service with a Smile & a Mask
Learning Objectives
  • Characterize the challenges builders face with today’s consumer and practices to respond successfully.
  • Describe the benefits of planned customer meetings.
  • Explain how the meeting matrix supports consistency in planning meetings.
  • List valuable customer meeting preparation habits.
  • Describe the benefits of using written agendas for all routine customer meetings.
  • Explain the essential components for well-planned meeting agendas and how to use them effectively.
  • Discuss successful techniques for managing customer meetings.
  • Provide examples of positive responses to controversial topics & meeting challenges.
  • Outline the education & training appropriate to conducting successful customer meetings.
About the Instructor:
Carol Smith is a customer relations expert with 30 years of experience in the home building, customer relations, real estate, and mortgage industries with homeowners and builders alike. A bestselling author of nearly a dozen books focusing on home building, she founded the Association for Customer Relations Professionals and speaks to standing room only audiences at the International Builders’ Show of the National Association of Home Builders, at state and local builders association functions.

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Jun 11 2021


8:00 am - 6:00 pm


Housing & Building Association of Colorado Springs
4585 Hilton Parkway
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