From the course: Win New Business by Running Great Client-Facing Meetings
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How to plan flawless team client meetings
From the course: Win New Business by Running Great Client-Facing Meetings
How to plan flawless team client meetings
- Focus on the how, not just the what when planning your client meetings. Client meetings are more likely to fail due to being poorly run than they are due to a lack of good ideas on the table. Don't just focus your pre-call planning on what your meeting is about, plan how you and your team will operate as a well-coordinated unit capable of flawless yet flexible meeting management. Here are a few tips that can make the process of team planning easier, more efficient and more fun. Tip number one, pull up the influential selling process map. Make assignments for each phase. For instance, prep your intros, make sure that they're the right length of time. Prepare some of the questions you want to ask. Make sure they're open ended. See if you can wrap a risk minimizer around them. Order them in a way that really puts the priory questions upfront and some of the clean-up, close-ended questions in the back. Think about some…
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