If you or anyone in your team is struggling to open a client meeting effectively or if you feel awkward and lost for words, and your client or prospect is shifting in their seat, then you need an agenda.
One of the best ways you can kick off a client meeting is with an agenda. An agenda guides you, keeps you and your client on track and lets everyone know what the client meeting is about. Does this mean you stick to the agenda all the way? Well, probably not, because with any agenda things can change.
However, beginning with a clear agenda is a good place to start.
So how do you go about setting up an agenda with a client or prospect?
It all begins with the telephone call you make to your client or prospect about your intention to arrange an appointment with them in the first … read more by subscribing.

New Article Email Notification