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BEFORE THE MEETING
The Conversation Starts
Before the Meeting.
By the time an executive agrees to meet, we have already learned a great deal. Account research reveals the commercial context, while outreach shows us what attracted attention, what created interest, and why the executive agreed to the conversation.
We bring that intelligence together so your team enters the meeting understanding the person, the context and the reason for engagement.
RESEARCH | OUTREACH | CONTEXT | PREPARATION
TWO SOURCES OF INTELLIGENCE
Research Tells Us What.
Outreach Tells Us Why.
Meeting Intelligence combines what we discover about the account with what we learn while engaging the executive. Together, they provide a much stronger picture of the conversation ahead.
ACCOUNT | EXECUTIVE | CONTEXT | ENGAGEMENT
ACCOUNT INTELLIGENCE
Understand the Environment
The organisation, its commercial situation, relevant developments, decision structure, and the context surrounding your proposition.
Understand the Engagement
What attracted the executive’s attention, what they responded to, why they agreed to meet, and what may matter when the conversation begins.
MEETING READINESS
KNOW MORE BEFORE YOU WALK IN.
THE EXECUTIVE MEETING BRIEF
What You Know Before the Meeting.
We bring the most relevant intelligence together in a practical Executive Meeting Brief, giving your team a clear picture of the executive, the context, and the conversation ahead.
PERSON | CONTEXT | ENGAGEMENT | CONVERSATION
EXECUTIVE
Who they are, what they are responsible for and how they connect to the commercial decision.
CONTEXT
Relevant company developments, commercial context and the circumstances surrounding the conversation.
ENGAGEMENT
What created interest, what we learned through outreach and why the executive agreed to the meeting.
CONVERSATION
Likely areas of interest, potential objections, a relevant opening angle and what your team should prioritise in the discussion.
MEETING READINESS
Turn Intelligence Into Preparation.
Before handover, we help translate the intelligence gathered into a clear meeting context, so your team knows what it wants to achieve and how to approach the conversation.
KNOW THE CONTEXT
Understand why the executive engaged, what has already been discussed, and which commercial themes are most relevant to the meeting.
DEFINE THE OBJECTIVE
Establish what your team wants to achieve in the meeting and the commercial progress you want the conversation to create.
PLAN THE NEXT STEP
Enter the meeting with a clear view of the next step you want to secure if the conversation develops positively.
