Recently, I spoke with a new prospect, who decided not to participate in one of our webinars because he preferred doing business “face to face” and stated that if I wouldn’t travel to his office in Ohio, he didn’t want to continue in discussions. Understood – that is certainly his prerogative which I’m sure has served him well for many years.

It made me sit back however and consider objectively the pros and cons of online meetings. Online meetings are certainly both time and cost effective, and less intrusive but may lack traditional warm, personal contact. The challenge is to improve the ability to build a strong, personal relationship with customers through the technology.

I have been doing online webinars for almost five years and have used several tools during that time –like WebEx, Adobe and Gotomeeting and others. Regardless of the tool, what I found to be critical to a successful event is to maintain personal contact as much as possible. So here are some suggestions based on my experience.

At the start of the meeting, build a sense of community by introducing the participants to each other.  Let them each say hello to each other (assuming the group is small) just as you would if you were standing before them in a conference room. This is a polite courtesy you would do if you met in person, right? If the group is too large for personal hellos, address the group as you would in a larger auditorium with a nice welcoming statement that is as personable as possible. This will help everyone feel both included and valued. Let your personality shine through before getting into your formal product information.

Use of a webcam will let people see both you and your environment and is key to improving a sense of personal relationship. Set the stage! Show yourself as you would for a visit to the client’s facility. Let them know you are a real person and are professional in your appearance. Also, displaying a background that reflects some of your own personality helps.

Follow-up each online meeting with a phone call and a personally tailored e-mail. Each should serve to highlight any questions the individual raised.  Try to include something specific to their own situation.  Be sure that, although they were a part of a bigger discussion, their insights are relevant and you heard them.

Keep in mind that online meetings are not a replacement for face-to-face sessions, but often costs and logistics dictate that need. And if want to hang on to the traditional practice of bringing bagels to a customer’s site for a meeting – have some delivered!

In the words of Randy Jackson on American Idol:  “Just keep it real baby! “