How to organise client meetings.

18 Jun 2024 · 1 min
0:59

In this instructional video, the speaker shares a concise, action‑oriented framework for securing face‑to‑face client meetings. The core advice is to start 3–4 weeks in advance by compiling a precise list of target contacts, then reach out with a direct, date‑specific request (e.g., “Are you available at 10 a.m. on Wednesday the 15th?”). The speaker stresses the importance of simply asking and being bold, rather than relying on indirect or vague outreach. A secondary tactic is to identify senior individuals within the prospect’s organization—such as project directors or hiring managers—who can act as entry points. By approaching these senior figures as if they were candidates and then pivoting the conversation toward business development, the speaker suggests you can build genuine relationships while opening doors to broader opportunities. Overall, the video emphasizes proactive planning, clear communication, and strategic use of internal champions to increase the likelihood of booking productive in‑person meetings.

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