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Tips to Use at the Start of Business Meetings


Effective Customer Meetings

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Unit Video

Unit Summary

The 3 steps that will help you kick-off your next business meeting:
  • Proposing an Agenda
  • State Value to customer
  • Check for acceptance

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Build Your Action Plan

In this video you will learn about a how to start a meeting on the right footing.
After initially welcoming the client and having a cordial social interaction to break the ice, it is good to set a structure for the meeting to get the most out of it.
Here are 3 steps that will help you kick-off your next meeting:
  • Proposing an Agenda to guide the meeting
  • State Value to customer so that they understand what’s in it for them
  • Check for acceptance get a confirmation that you are both aligned
An example after following the above tips, you can start a meeting by saying:
I’d like for the next 5 minutes to understand more about your needs, then explain to you some of our offerings that would address your needs so you can have an informed decision about next steps, does that sound ok with you?
These tips would help you structure your next meeting so that you achieve the most out of it.

The next time you're in a meeting, look around and identify the yes-butters, the not-Knowers and the why- notters. Why- notters move the world. Louise Pierson