Do I need to prepare and how can I make a good impression at my Meet and Greet?

Before the meet and greet, please read the meet and greet guide to prepare for the discussion.

You can use this guide as a checklist of discussion points during the meeting to ensure you do not forget the range of topics to discuss.

Also, ensure you do the following:

  • Re-visit the client notification that was sent and research the client’s condition if you are unfamiliar with it.
  • Dress appropriately and be well-groomed – we recommend dress code ‘business casual’, i.e. dressing like you are going for an interview.
  • Aim to arrive 10-15 minutes early – as you may incur unexpected traffic, get lost, or not be able to find the location straight away.
  • Be proactive in conversation – take a strengths-based approach. Focus on the person, their interests, and how you can support them to achieve their goals
  • Speak to all members of the family if they are present
  • Prepare a short 1-minute spiel about yourself, your interest in working with the family and all your relevant skills and experiences.
  • Thank the client and/or their family for their time

Related Help Articles

  • • I’ve met the client and we both want to proceed, what’s next?

  • • How do I know if the client would like to work with me?

  • • What should I consider when applying to work with clients?