While this is not for all meetings, there are MANY situations where this makes sense. It can help make the meeting more efficient and productive!
Why send it ahead of the meeting
There are many good reasons to do this...certainly demonstrating your professionalism and respecting the client’s time are near the top of the list.
When you should send
Here are some sample situations...
Meeting is with new client contact(s)
Looking for the client to:
Kickoff the meeting
Provide an overview of their current environment/solution
Address questions you have
Confirming the flow of the meeting with your key client contact
Work with your key client contact
Well before the meeting work with your key client contact on the agenda before it is sent to other client attendees. This makes it easier for your key client contact to share the agenda with other client attendees (and ensure they attend).
You are more likely to achieve the goals you have for client meetings!
Marc Kitz, Sales Coach
860-836-8979
Checkout my Sales Coaching blog - https://marckitz.com/