How to deal with Customer Meetings using 15 Essential Phrases | Business English

A potential scenario that we often deal with in the work environment is when a customer visits your offices and you have a meeting.

In this lesson, you will learn ‘How to deal with Customer Meetings using 15 Essential Phrases.’

Remember that you can change the example phrases to suit your needs and circumstances, and these phrases are from a customer service perspective.

Watch the lesson and then read the article for examples.

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1)Welcoming the Customer. You welcome the customer to your offices.

Good morning, [Mr Smith.] Pleased to meet you. I’m [Mrs Coll,] [CEO of Star Systems.] Please take a seat.

Good [morning,] you must be [Mark Lewis?] I’m [Mandy Seymour.]


2) Set the Meeting Scene. You ensure that the customer is aware of who you are.

Thanks for coming today. I’m glad to help you [review your investment needs.

Thanks for coming today. As I understand it, you’d like to discuss [buying an overseas property?]

Thanks for coming today. As I understand it, you’d like to discuss [opening a new investment account with us?]

As I understand it, you’d like to discuss [the colour schemes for the new offices?]

As I understand it, you’d like to see [the contract details for this car?]

I’ve done some research into your organisation. It seems you [would like to see how we can help you improve your logo and branding.] Is that right?


3) Seek Agreement. You confirm with the customer that they’re happy with your suggestion.

So, that was my suggestion. [Does that work for you?] I’d like to get your feedback.

So, that was my suggestion. [Is that suitable for you?] I’d like to get your feedback.


4) Confirm Action Points. You remind the customer of the points that have been discussed and seek agreement.

Let’s go over the action points once more. I want to be sure we agree.

So, we’re agreed on the action points of [……..]


5) Reassure the Customer. You give the customer confidence that you will take things forward for them.

“Leave it with me. I’ll see what we can do.”

“Don’t worry. Leave it with me.”


6) Follow-up Steps. Inform the customer of what you will do next.

I’ll write a quick email [after this meeting] outlining action points.

I’ll be in touch soon outlining what we’ve discussed and next steps.

I’ll be in touch [next week] with [the information you’ve requested.]


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