Taking clients to breakfast, lunch or dinner has long been an effective way to build relationships, make the sale or seal the deal. Business meals are business meetings. Knowledge of your product or service is crucial to the success of the occasion, but so are your manners. Too many people jeopardize an opportunity because they fail to observe the rules of etiquette. Business dining is not about the food, the wine or the atmosphere. The focus is on dining for profit.
Know your duties as the host. It is up to you to see that things go well and that your guests are comfortable. You need to attend to every detail from extending the invitation to paying the bill.
Plan ahead when you issue the invitation. Allow a week for a business dinner and three days for lunch. Be certain that the date works for you. That might sound obvious, but if you have to cancel or postpone, you can look disorganized and disrespectful of your clients’ time.
Select a restaurant that you know, preferably one where you are known. This is no time to try out the latest hot spot. Being confident of the quality of the food and service leaves you free to focus on business.
Consider the atmosphere. Does it lend itself to conversation and discussion? If you and your clients can’t hear each other over the roar of the diners and dishes, you will have wasted your time and money.
Confirm the meal appointment with your clients the day before if you are meeting for breakfast or that day if you are having lunch or dinner. Things do happen and mix-ups occur.
Arrive early so you can attend to last minute details. This is the perfect time to give your credit card to the maitre’d and avoid the awkwardness that seems to accompany the arrival of the bill.
Take charge of the seating. Your guests should have the prime seats—the ones with the view. As the host, take the least desirable spot—the one facing the wall, the kitchen or the restrooms.
Beyond being polite, where you seat your guests is strategic. When you are entertaining one client, sit next to each at a right angle rather than across the table. With two clients, put one across from you and the other to your side. If you sit between them, you will look as if you are watching a match at Wimbledon as you try to follow the conversation.
Allow your guests to order first. Order as many courses as your guests, no more and no less, to facilitate the flow of the meal. It is awkward if one of you orders an appetizer or dessert and others do not.
As the host, you are the one who decides when to start discussing business. At breakfast, time is short so get down to business quickly. At lunch, wait until you have ordered so you won’t be interrupted. Dinner, the more social occasion, is a time for rapport building. Limit business talk until after the main course.
Keep an eye on the time, but don’t let your guests see you checking your watch. Breakfast should typically last an hour; lunch an hour and a half. Wrap up your business dinner in two to three hours, no more.
Handle any disasters with grace. With all your attention to detail, things can still go wrong. The food may not be up to your standards, the waiter might be rude or the people at the next table out of control. Excuse yourself to discuss any problems with the staff. Don’t make your guests uncomfortable by complaining in front of them.
Limit the amount of alcohol you drink. If your guests are drinking liberally and you sense trouble, excuse yourself and discreetly ask the server to hold back on refilling the wine glasses or offering another cocktail.
Your conduct over the meal will determine your professional success. If you pay attention to the details and make every effort to see that your clients have a pleasant experience, they will assume that you will handle their business the same way. Before long you could have them eating out of your hand. If you need more information on business dining purchase Lydia Ramsey’s Little Book of Table Manners.
About The Author
Lydia Ramsey is a leading business etiquette and modern manners expert with decades of experience and thousands of clients. She offers keynotes and workshops both in-person and virtually. She is the author of several books including the widely-acclaimed Manners That Sell – Adding the Polish That Builds Profits. She has been quoted or featured in such publications as The New York Times, The Wall Street Journal, Entrepreneur, Real Simple, Woman’s Day Men’s Health, Men’s Fitness and Golf Digest. She may be contacted at 912-604-0080 or at firstname.lastname@example.org.