One of the most famous paintings in history, DaVinci’s Last Supper, is about 13 well-known people sitting around a table sharing bread and wine. From the beginning of mankind people have used food as a way of bonding. The tradition of “breaking bread” goes back to before knives were present at the table (probably before manners too). Bread was considered essential to life and it was the ultimate act of sociality to break or share bread with another party – friend, stranger or foe.
Today, all Certified Legal Nurse Consultants expect and enjoy dining with family and friends and probably take the act for granted (unless they’re the one stuck with the dishes). Even breaking bread (although in some hospital cafeterias, it’s so hard you may not be able to break it) with our nursing colleagues is part of our day, even if a hurried one. Certified Legal Nurse Consultants understand that the act of dining with attorney-clients and attorney-prospects is a way to create and strengthen bonds. I routinely dine with the CLNC® Mentors, vendors and attorney-clients and look forward to it. As Tom said after one dinner with an old attorney-client, “I haven’t laughed so well or eaten so hard in a long time.” (Just like Tom to mix metaphors and still make some sense.) I’ve had some great times with business associates and while there’s no better way to “let down our hair” and informally talk the business of business than dining with an important client (especially with a good bottle of red wine in the mix), it’s important to remember that there are rules of business etiquette that must be followed.
1. Dress the Part
Always dress appropriately for the occasion – business attire for a business lunch, casual attire for a casual lunch such as an outdoor picnic you are invited to. For an event calling for cocktail dress, keep it professional. If an attorney remembers what you wore to a party or a meeting, you probably wore the wrong thing. We once had an employee’s date show up at a company function wearing a Marlon Brando “Streetcar Named Desire” style white T-shirt that was totally inappropriate for the situation. He stuck out, but not in a positive way.
2. Arrive Early
Timing is everything – show up 5-10 minutes early. Speak with the maitre’d, server or person behind the counter and explain that it’s a business meal and the bill should be presented to you. If the server asks for your order first, you can respond by saying, “please take my guest’s order first.” This confirms with your guest that you are responsible for the tab and reminds the server that you should receive the bill. Do not take a seat at the table until the attorney(s) has arrived (of course a female Certified Legal Nurse Consultant in the bar by herself may present its own issues). While you’re waiting, use your notepad to look busy.
3. Act the Part
Attorneys are people, and people are attracted to individuals who are happy, positive and excited. They love doing business with Certified Legal Nurse Consultants who bring these natural traits to the table. Smile and look happy even before the attorney arrives.
4. Focus on What Counts
The meal is all about the attorney, not the menu. Decide on your meal choice quickly or even in advance. Give your attorney-client the space and ample time to choose.
5. Go Along to Get Along
Match the attorney. If the attorney chooses an appetizer, go ahead and choose one too, if they don’t you shouldn’t either. Meals are a bonding experience. If you choose a light salad with no dressing while the attorney is chowing down on a huge bone-in rib eye steak or a plate of spaghetti and meatballs, you’ve lost the opportunity to bond over the experience.
I was eating spaghetti and meatballs with two favorite attorney-clients of mine. They had sauce on their ties and I had sauce on my sleeves. We looked like we’d been eating spaghetti without utensils and this experience together became not only a source of laughter, but also a moment of unity – we were the same after all. When we get together, it still comes up and we all have a good laugh, even after all these years. Don’t be afraid to get down and dirty. Another of my favorite attorneys loves digging into a steaming hot pile of boiled crawfish. There’s no polite way to eat crawfish so if you know in advance what you’ll be eating, you’ll know how to dress (dark clothes that won’t show the stains). One word of caution: crawfish bibs look goofy on everyone. Don’t put yours on until the attorney is wearing his.
As to the meal itself, find out whether lunch or dinner is more convenient. I much prefer someone to take me to dinner where the crunch of the day is not weighing on me. At dinner I can truly relax and put my focus on my dining partner. Another person might prefer lunch so they can get home and tuck the kids into bed. All attorneys eat, but not all appreciate a long business lunch with a salesperson or vendor. Be respectful of their time. Sometimes something as simple as dropping by their office (call in advance) with their favorite deli sandwich and a bag of chips can be a great way to experience a no-pressure lunch and retie the connection.
6. Focus on the Attorney
It’s your job to engage the attorney – not vice versa. Ask about the status of cases you’re consulting on and inquire about new challenging cases that have just come into the attorney’s office. Offer opinions about how you can help.
7. Be Gracious
In the beginning and again at the end of your lunch or dinner, always take the time to personally thank the attorney for meeting with you and for the opportunity to share your CLNC® services or to discuss a new business matter. You may be paying the bill, but it’s their billable hour they gave up to meet with you. Their time is their most precious asset. Be sure to thank them for sharing it with you.
8. Be Discreet
If the attorney is buying, never order the most expensive meal on the menu (think about the 54-oz lobster above), but at the same time, don’t order the least expensive either. You don’t have to order the mac and cheese off the kids menu. Use your host as a guide by discussing recommendations. Ask her what she likes on the menu and consider ordering from those choices. If it’s good enough for her, it’ll probably be good enough for you (unless it’s a $99 bowl of pasta with truffles).
9. Stay Sober
It’s perfectly okay to have a drink if the attorney does, but never try to keep up with the attorney who has more than one. Many of the attorneys I’ve shared a meal with are twice my size and have a much higher tolerance than I’ll ever aspire to. I’ve learned the art of fitting in by sipping slowly. Don’t have a cocktail before dinner if ordering wine. Eat some bread with olive oil to slow the absorption of the alcohol. There’s nothing wrong starting with a mineral water and lime while the attorney has a martini. Don’t try and keep up – you need to be articulate, not unconscious.
10. Know the Proper Use of Utensils and Plates
The bread plate is on the left and beverages are on the right. An easy way to remember it is “Left is lumpy, right is runny.” Utensils are used from the outside of the plate in on either side. For example, the salad fork is outside the entree fork. Rest your knife and fork on the plate between bites. You’ll eat more slowly and enjoy the meal more. This is not a nursing lunch – it’s a chance to make connections. You can’t do that while speed-stuffing a burrito into your digestive system.
11. Set the Tone of the Conversation
Attorneys love to talk. Allow the conversation to flow from polite introductions to social conversation before addressing business. Once business is concluded, return to a light social tone. Do not make it personal unless the attorney has moved the conversation in that direction. Even then, keep your remarks socially acceptable. Remember to come up for air and let the attorney talk. Think of it as a good time to properly masticate your food (while keeping your mouth shut). Try and eat while paying attention when the attorney is talking. This will add some give and take to the conversation.
12. Let Humor Ease the Tension
If there’s an awkward moment at a formal occasion, e.g., you forgot which fork to use, add humor to the situation to ease the tension. Everyone will laugh and feel more comfortable. Likewise, if the attorney spills something on his tie, try not to laugh. If you spill something on yourself you’re fair game – to you. If you swallow the wrong way you can always say something like “I’d forgotten how dangerous sea urchin is without wasabi.”
13. Accept Social Courtesies
Be aware of gender differences when it comes to common social courtesies. Allow a male attorney to be a gentleman even if you are usually very independent. This goes a long way to fostering professional relationships. I am independent and my husband Tom comes from the East coast, so if he forgets to open the door for me, I may get it for him (then shut it before he slips through). In Texas, many male attorneys still believe it is proper to open the door for a woman so I let them. This change in tradition is actually nice. Woman-to-woman or man-to-man, it’s whoever gets there first.
14. Don’t Wear Out Your Welcome
You’ll want to be aware of time constraints and be respectful of the attorney’s workday. Don’t drag out the meal. Don’t be the only one to order an appetizer or the only one to order dessert or coffee. Sometimes they need to get back to work and may be too polite to say so. Giving the appearance that you too need to get back to work maintains the image that you are a busy Certified Legal Nurse Consultant. If you really need dessert you can always grab a pastry and coffee at Starbucks® later.
15. Say Thank You
Send a handwritten thank-you note within 24 hours of your meal. Few people take the time to do this today, so you are setting yourself apart and further cementing your relationship. If you bought, thank them for their time. If they picked up the check, thank them not only for the meal but for introducing you to a great new restaurant and tell them that the next time will be your treat.
Once you master these strategies, business meal etiquette will be as natural to you as resuscitating a patient and a lot more tasty. Relax and enjoy.
Success Is Inside!
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