PREP MEETING WITH BUSINESS DEVELOPMENT

Meeting Preparation

Meeting with Business Development Officer to address the following:

• What expectations were set for this next meeting?
• What hot button issues or topics were discussed that should be addressed in the next meeting?
• Ask BD if they shared any collateral in the first meeting or any other specific deliverables.
• Determine whether it makes sense to have new account paperwork ready to be signed.

Make sure notes from initial meeting and any other relevant items are logged into Salesforce.