5/8/2025-TOP 10% meeting prep

Daily Quote

“Luck is what happens when preparation meets opportunity.” Lucius Annaeus Seneca

SKILL

Sure, if you had three hours to prepare for each pitch meeting, you would. You would boil the ocean and know everything about the individual – and the company – you’re pitching. But that’s not reality.

So….what does efficient meeting prep look like for your customer interactions?

Focus your meeting prep on understanding the company’s challenges and needs…after that, qualifying personal buyer motivations will come easy.

…and, appreciate that looking up your buyers on LinkedIn does nothing to help you understand what keeps them up at night.

In addition to the foundational prep steps you regularly do, add these to your meeting prep protocol.

1. Watch YouTube videos of the company’s CEO and other executives to glean insights about their near and long-term strategies.

2. Participate in a retail experience with the company to learn how they market and position themselves.

3. Ask Chat to summarize how your prospect sits amongst their competitors…strengths, weaknesses, and all of that stuff.

4. Call three buddies who know the main customer on the buy side to find out anything you can about how that person ticks and thinks.

OOMPH

The dude in this clip – Dave, the President – came to the meeting prepared.

And while we all know it doesn’t work like this in the Oval Office these days, at least you’ll get a glimpse of how things can go your way when you’re in command of your meeting goal and you’ve done your homework.

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5/8/2025-TOP 10% meeting prep

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