Additional client-facing considerations
Hopefully, up to this point, you have taken to heart the many client-facing considerations to be successful. In this section, we will cover additional topics that we have learned through our experiences. Although some of these will not be comfortable topics, I promise you that the tips we provide will help you out tremendously if you find yourself in these situations.
OPSEC in public settings
You must always be situationally aware when you are talking with anybody about your customer’s environment. I cannot emphasize this enough, and it is especially true if you are talking with your AE after a meeting in the customer’s lobby area or parking lot. You really don’t know who might be listening and that can result in a very negative outcome.
The best practice is for both of you to get in your cars, start driving, and once you are safely situated on the road, get on a phone call with each other. Yes, you should have your...
