Prep for Meetings – Yes, its checklist central . . .

Again, with the same team, our thoughts turned to overall meeting preparation, and again the list is longer than we think!

  1. Personalised PowerPoint – Have you? Aside from adding their logo and changing the date
  2. Case studies included and are relevant
  3. Anecdote: What personal stories can you tell
  4. What will you teach them in the meeting?
  5. Metrics – because aside from stories people take numbers away from the meeting
  6. Investment analysis – how is this company doing?
  7. Right audience in the room – are you sure?preparation
  8. Industry – how is their sector doing?
  9. Competitors – how are their competitors doing?
  10. LinkedIn – and try not to leave it to the last minute
  11. Research individuals – see #11
  12. Facebook – might as well see #7
  13. LinkedIn – Connections
  14. Roles – who on our team is doing what?
  15. Three run throughs please, if the meeting is that important
  16. Right resources
  17. Run through your demo in live mode – if you have one
  18. Salesforce what is the company’s entry
  19. Lockdown 48 hours prior. Meaning the presentation is ready 48 hour before the meeting, it is agreed and no content needs to be changed and so the only thing we do is rehearse this

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