Ahead of the Game: 5 Expert Tips for Meeting Preparation

The Business Development Podcast

10-04-2024 • 32 mins

In Episode 123 of The Business Development Podcast, Kelly Kennedy shares expert tips for effective meeting preparation. Kennedy stresses the importance of meticulous planning and readiness before heading into a meeting, highlighting that successful business development hinges on the execution of a well-prepared meeting. He emphasizes the need to consider various logistical aspects when booking a meeting, whether it be for lunch, coffee, or at the client's office. By thinking ahead and addressing logistical details proactively, such as choosing a meeting location, individuals can set the stage for a productive and successful interaction.


Moreover, Kennedy underscores the value of conducting thorough research on clients and prospects before meetings. By understanding the background, interests, and professional history of the individuals one is meeting with, it becomes easier to engage in genuine conversations and build rapport. Kennedy encourages business development professionals to leverage this research to ask thoughtful and caring questions during meetings, demonstrating a genuine interest in the client's business and personal endeavors. By focusing on relationship-building and establishing a strong foundation through research and engaging conversations, Kennedy advocates for a strategic approach to meetings that prioritizes long-term business relationships over immediate gains.


Key Takeaways:


1. Conduct thorough research on clients and prospects before meetings.

2. Arrive early to meetings to demonstrate punctuality and professionalism.

3. Bring physical brochures and business cards for a tangible impact.

4. Focus on building relationships over immediate business transactions.

5. Ask engaging questions and take notes during meetings.

6. Find common ground with clients to establish connections.

7. Shake hands and thank clients for coming before they sit down.

8. Consider logistical details when booking meetings.

9. Show genuine interest in the client's background and interests.

10. Use research to ask thoughtful and caring questions during meetings.

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