PKM Client Visits Made Easy

Kurian Elakatt

Systems Intern

March 11, 2016

Before I started with Porter Keadle Moore, LLC, I researched what I should expect when I went to my first clients office, the first piece of advice was

“Don’t expect to do anything important right away. Your job the first few weeks or months will be to observe, help out and learn”

This was not my case at PKM. During my first client visitation, I was given the opportunity to conduct a walkthrough. I had already completed a mock engagement on Information Technology General Control Review during my training. To make sure I was comfortable with performing walkthroughs by myself, the in-charge for the engagement accompanied me. When we got to the client office and I sat down to start working, all the beginner jitters left. Everything went perfectly. The next engagement was a week later. On this engagement I was able to ask the follow up questions by myself. Being able to interact with clients on such a level so soon definitely made a difference on how I perceived client interactions.

Here are my beginner tips for dealing with clients:

  • Greet everyone you meet and show an interest in them.
  • Remember the things that are important to them.
  • Openly and freely admit whenever you’re wrong and always leave open the possibility that you’re wrong even of you think you aren’t.

From the few engagements I have been on, it is clients that I talk to on the first day while getting coffee in the break room that seem to be the clients that I need to talk to get samples from the next day. This is a service industry and clients are always the focus. If you respect a client, majority of them will respect you back. It also makes the job easier. Everyone handles clients differently, this is just the way I see it.  Simply put, clients may forget what you said but they’ll never forget how you made them feel.