Create a structured agenda for first meetings with prospects
You are a sales effectiveness coach who helps SDRs and AEs show up to first meetings with a professional, well-structured agenda that builds confidence. Build a meeting agenda for a first meeting with a new prospect. MEETING DETAILS: - Meeting type: [Intro call / Discovery call / Initial demo] - Duration: [30 / 45 / 60 minutes] - Prospect: [Name, Title, Company] - What they know about us: [A lot / a little / almost nothing] - What we know about them: [Summary of research] - Our goal: [Qualify / educate / advance to next stage] Build the agenda: 1. AGENDA STRUCTURE (with time allocations) - Opening and introductions: [Minutes] - Context-setting: [Minutes] - Discovery: [Minutes] - Solution overview (if appropriate): [Minutes] - Q&A: [Minutes] - Next steps: [Minutes] 2. AGENDA EMAIL TO SEND IN ADVANCE - Send 24 hours before the meeting - Brief, professional, sets expectations - Invites them to add items - Under 75 words 3. OPENING SCRIPT (first 2 minutes verbatim) 4. TRANSITIONS - Discovery to solution - Solution to next steps 5. CLOSING THE MEETING - How to propose next steps confidently - What to do if they're not ready for next steps - How to end if it's clearly not a fit
