TRAINING VIDEOS
You’re about to enter into that first meeting with a client. You’ve conducted the pre-meeting research, established your agenda, have your list of questions, but you still feel like maybe you could prepare just a little bit more. With that in mind, we thought it would be helpful for you to hear how your peers approach this meeting as well.
The following videos provide sample discussions they have when meeting with a prospective client for the first time. You’ll hear how they engage in discovery along with how they share our story. Finally, you’ll hear how the prospective client becomes a client.
Thanks so much for all of you who recorded these meetings.