Line Management: Set Follow Up Meeting in Client Visit Flashcards
Line Management: Wrap Client Meeting & Set Follow Up Meeting
“Always Cut off meeting even if you are in the middle of good discussion at minimum 5 minutes before it ends to give you enough time to transition”
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“Well looks like we are running up against time here…so let’s go ahead and schedule our next meeting.” A few of the things I would like to cover in our next conversation are: (Mention 1 or two relevant topics)
“Does that work for you”
“Is there anything you would like to add to the agenda”
“Ok looking at the calendar” get them to pull up their calendar and confirm a date
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1. Power Profile Topics
2. How They Buy
3. Before Scenarios
3. Positive Business Outcomes
5. Required Capabilities
6. Our Process (Discover, Align, Deliver, Manage)
7. How we have done it differently or Better Than Competition
8. Standing Job Orders
9. Portfolio Review
