Calling the day before. One of the most important moments you have to make sure the customer knows the procedure you will be following. It is essential to go over EVERY detail of the plan, the time, the place, the time it will take, what the customer needs to do or have ready, explain what you will be doing and a description of how you will be working with the subject(s), always remembering that the person you confirm has to pass the info to others so cover every detail and ask for questions.