Virtual Meeting Tips

Following are some things to keep in mind when meeting virtually with a customer:

• Be Prepared
• Send customer a ‘reminder’ with meeting details and brief message about looking forward to assisting them.
• Create an agenda of items/information to be discussed.
• Familiarize yourself with customer’s preferred virtual meeting platform, including screen share functionality.
• Set up in a secure, quiet and well-lit area.
• Use a good quality headset to filter out ambient noises.
• Test your power connection, WIFI strength, audio/video functions.
• Use a Kia-branded, dealer-branded or blurred background.
• Check your appearance and smile before you dial!
• Respect your customer’s time by starting on time.
• Welcome your customer professionally and enthusiasticaly, avoid using slang or buzz words.
• Frame yourself and look directly into the camera lens frequently to make eye contact, especially when customer is speaking.
• Be mindful of your posture, body language and facial expressions. They speak volumes about your interest and desire
  to understand and assist your customer!
• If meeting is running longer than alloted time, request customer’s permission to continue or schedule a follow-up call.
• Before concluding your meeting, secure customer’s approval or agreement on next steps
  (e.g., in-person vehicle presentation or test drive).

Do Not

• Multi-task (read emails, send texts, etc.).
• Eat (even if your customer is!).
• Interrupt, talk over your customer or monopolize the conversation.
• Type (it can be annoyingly loud and distracting; jot down key information in a notebook).