The first meeting with a customer is typically hard-won, so you want to get it right. It will lay the foundation of not only your relationship with the individual you speak to, but the balance of your deal. Antonella O’Day shares tips to set you up for a successful first meeting. She covers:

The goal of the first meeting and how to prepare.
Sending an agenda in advance.
Opening up a cagey customer.
“Managing the clock” during the meeting.
Taking command of the next steps.

Here are some additional resources:

Effective Pre-Call Planning | Ascender Course
- https://bit.ly/43TKcmX
Preparing for and Engaging in Virtual Meetings | Ascender Course
- https://bit.ly/43nqekx
Own the Next Step in Your Sales Meetings | Podcast
- https://bit.ly/3oNgSjb

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The First Meeting

The Audible-Ready Sales Podcast

Preparing and sending an agenda

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