New client coffee meeting checklist
For a freelancer or small business owner meeting a prospective client at a coffee shop. It is designed for a 30- to 60-minute conversation.
What to get
Phone
1
Phone charger
1
Portable power bank
1
Wallet
1
Business cards
20
Notebook
1
Pen
2
One-page services sheet
3 copies
Relevant case study printouts
3 copies
Portfolio tablet
1
Tablet charger
1
Client research notes
1 copy
Meeting questions list
1 copy
Pricing range notes
1 copy
Availability calendar
1
Draft project timeline example
1 copy
Parking payment method
1
Receipt folder
1
Who this list is for
This checklist is for freelancers or small business owners heading to a coffee shop to meet a prospective client. If you’re preparing for a 30- to 60-minute conversation, this list covers the essentials to look organized, prepared, and professional.
How to use this list
Start by gathering everything on the list the night before your meeting. Place your phone, wallet, and business cards in your bag first. Double-check you have your notebook and at least two pens so you’re ready to take notes. Print three copies each of your one-page services sheet and any relevant case studies. Bring your portfolio tablet fully charged, but pack the tablet charger and a portable power bank just in case. Review your client research notes and your meeting questions list, and tuck printed copies into your folder. Keep your pricing range notes handy but out of immediate sight unless the conversation turns to budget.
Common mistakes
People often forget to bring extra pens or enough business cards. Don’t rely on your tablet’s battery—coffee shops may not have outlets. Avoid bringing too many documents; stick to the one-page services sheet and two or three case studies. Skip bulky portfolios unless you know the client expects them. Don’t count on Wi-Fi for showing your portfolio—have offline access ready.
What is on this list
You’ll pack items like your phone, phone charger, portable power bank, wallet, 20 business cards, notebook, two pens, three one-page services sheets, three case study printouts, portfolio tablet, tablet charger, client research notes, a meeting questions list, and pricing range notes. Cross off what you already have ready. This helps you avoid last-minute scrambles and ensures you don’t overlook anything.
Before you go
Double-check that all electronics are charged and chargers are packed. Review your client research notes and meeting questions one more time. Confirm the coffee shop’s address, parking, and Wi-Fi situation. Arrive ten minutes early to settle in and choose a table with minimal noise. This way, you’ll be ready to focus on the conversation, not your gear.
FAQ
Who is "New client coffee meeting checklist" for?
This checklist is for freelancers or small business owners heading to a coffee shop to meet a prospective client. If you’re preparing for a 30- to 60-minute conversation, this list covers the essentials to look organized, prepared, and professional.
How should I use "New client coffee meeting checklist"?
Start by gathering everything on the list the night before your meeting. Place your phone, wallet, and business cards in your bag first. Double-check you have your notebook and at least two pens so you’re ready to take notes. Print three copies each of your one-page services sheet and any relevant case studies. Bring your portfolio tablet fully charged, but…
What should I skip or avoid with "New client coffee meeting checklist"?
People often forget to bring extra pens or enough business cards. Don’t rely on your tablet’s battery—coffee shops may not have outlets. Avoid bringing too many documents; stick to the one-page services sheet and two or three case studies. Skip bulky portfolios unless you know the client expects them. Don’t count on Wi-Fi for showing your portfolio—have off…
What is on the "New client coffee meeting checklist" list?
You’ll pack items like your phone, phone charger, portable power bank, wallet, 20 business cards, notebook, two pens, three one-page services sheets, three case study printouts, portfolio tablet, tablet charger, client research notes, a meeting questions list, and pricing range notes. Cross off what you already have ready. This helps you avoid last-minute s…
What should I do before I go?
Double-check that all electronics are charged and chargers are packed. Review your client research notes and meeting questions one more time. Confirm the coffee shop’s address, parking, and Wi-Fi situation. Arrive ten minutes early to settle in and choose a table with minimal noise. This way, you’ll be ready to focus on the conversation, not your gear.
Related lists
For general planning only. Valedo does not guarantee this list’s accuracy, completeness, or suitability. Verify information before relying on it. Not a substitute for professional advice or safety training.