Meeting Notes - Lunch with Linda Jones

Attendees

• Linda Jones - Potential client
• Regina Clark
• Brian Turner
• Patricia Lewis

Meeting Overview

• The meeting took place over lunch to discuss potential business collaboration.
• Emphasis on customer service and relationship building.

Food and Drinks

• Drinks ordered:
  • Linda: Gin and tonic
  • Regina: Gin and tonic
  • Brian: Water
  • Patricia: Water
• Food orders included:
  • Brian: Soup du jour and turkey sandwich
  • Regina: Chicken sandwich and soup
  • Linda: Signature chicken
  • Patricia: House salad

Key Points

• Customer Service:

  • Linda emphasized the importance of smooth handling and sincerity in customer service.
  • KBT staff is trained to treat clients as friends, focusing on their specific needs.

• Brian's Behavior:

  • Made a comment about the food that was perceived as rude.
  • Mentioned the "five-second rule" which was not well received.

Assessment of Brian's Actions

1. Positive Actions:

   • Participated in the conversation.
   • Ordered food and drinks like the others.

2. Negative Actions:

   • His comment about the food being bland was off-putting.
   • The mention of the "five-second rule" was inappropriate for a business lunch.

Advice for Brian

• Be more mindful of comments regarding food and overall dining experience in a business context.
• Focus on constructive conversation that promotes a positive atmosphere.

Karen's Role

• Handling the Situation:
  • Midway through the lunch, Karen should have redirected the focus away from Brian's negative comments.
  • Encouraged a more positive discussion about the food or the partnership potential instead.