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Meeting Planner
© Karen Green 2023
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Setting the scene
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CustomerWhat makes you competent?What makes us competent at THIS meeting
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Meeting purposeOur objectivesCustomer objectivesPotential conflict
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Custome meeting attendees profile
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Attendees' name
Buyer DISC profile
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What's the best sales approach
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Why would the buyer buy from me?
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Our roles and responsibilities
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Our Attendees
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Who will do what
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Prepare to take control of the meeting
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Things they may askOur responses
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Meeting materials checklist
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Things to share/Samples (if relevant)/Practicalities/Factbook/
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ard copy presentation (just in case!)Products to sampleLaptop/spareBuyer-ology matrix for each attendee
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Social media portfolioPackaging examplesPower cableBrand book
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Press cuttings bookCutlery/napkinsProjector cableCompetitor analysis
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Handout/leaflet to leave?Allergen listPresentation on USBFinancials
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Other visuals/boards etcPens/Paper for notesCashflow
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