Forward the meeting invite to Amy with this note
What you get back
- A profile of each attendee and where they sit in the client org
- A refresher on the engagement, open items, and sensitivities
- Three talking points and an opening question
Forward
Prep for a client meeting
Forward a meeting invite and get a brief on the attendees, the client, and what to walk in ready to say.
You’re walking into a client meeting and the invite is just a title and a list of names. Forward it to Amy and it profiles the attendees, refreshes you on the client and the engagement, and hands you a tight prep brief so you know who’s in the room and what to lead with.
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