Introductory Meetings
Follow a proven and well-structured process for your introductory meetings. Build rapport with your clients and ask the right questions so that you can uncover their needs, provide value, and book your discovery meetings.
Welcome!
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From Your Instructor: Fraser Morrison
Introduction to the Course
Introductory Meetings
Your Course Workbook
A Note on Your First Meetings
First Meeting Overview
Introductory Meetings Flow Diagram
The Start: Research
Research
Three Simple Stages of Rapport
Why Rapport?
Building Rapport
Workbook Activity 1: Research & Rapport
Segue Diagram
Segue Introduction
Segue I
Introduction (Elevator Speech)
Segue II
Workbook Activity 2: Segue - Intro - Segue
The Power of Asking Questions
Introduction to Questioning
Past, Present, Future - Four Parts
Workbook Activity 3: Core Value Areas
Past, Present, Future Questioning
Workbook Activity 4: Past, Present, & Future Questioning
Introduction to Presenting
Your Presentation
Workbook Activity 5: Presentation
The Skill of Summarizing
Summarise the Meeting
Workbook Activity 6: Your Summary
The Often-Overlooked Final Step
Book the Next Meeting
Congratulations!
End of Course Survey