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04 April 2026

You said:

See now I am going to meet a client who wants a full fledged website he said me he has domain just want a website he is a financial advisor so as I am new to this what should I ask him during meeting so that all the points will be considered and it will be smooth for me to make website 


ChatGPT said:

Great question, Prasad 👍

Since this is your first real client meeting and the client is a financial advisor, going prepared will make you look professional and will save you from confusion later.


Below is a complete, beginner-friendly client meeting checklist. You can literally carry this on your phone or notebook and tick points during the meeting.


1️⃣ Basic Business Understanding (MOST IMPORTANT)

Start by understanding his business, not the website.

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Ask:


What financial services do you provide?

will save you from confusion later.


Below is a complete, beginner-friendly client meeting checklist. You can literally carry this on your phone or notebook and tick points during the meeting.



Below is a complete, beginner-friendly client meeting checklist. You can literally carry this on your phone or notebook and tick points during the meeting.


1️⃣ Basic Business Understanding (MOST IMPORTANT)

Start by understanding his business, not the website.

will save you from confusion later.


Below is a complete, beginner-friendly client meeting checklist. You can literally carry this on your phone or notebook and tick points during the meeting.


1️⃣ Basic Business Understanding (MOST IMPORTANT)

Start by understanding his business, not the website.

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rwf fw ef will save you from confusion later.


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