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How to Prepare for an Important Business Meeting with Someone You have not Met Before.

How to Prepare for an Important Business Meeting with Someone You have not Met Before.

Let’s say you have an important meeting with someone you have never met before.  Maybe it is a job interview, a call with a potential client or a meeting with the head of a department in your organization.  Whatever it is, there are some important steps you can take ahead of the meeting to increase your chances of a successful outcome.  For our purposes, let’s say the person you will meet is called John Bromley.  Here are the steps.

1.  Make a written plan.

Many people make the mistake of going into a meeting with no clear objectives.  Just a few notes will help you.  What would be an ideal outcome of the meeting for you?  What are the key topics you want to discuss?  What do you want John Bromley to do?  Do you want him to give you information, to agree to some action plan or to support your proposal?  If you know what you want then you have a better chance of getting it.  What is your fall back plan?  If you cannot get agreement to plan A, maybe you should have a lesser objective, i.e. plan B.

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2.  Confirm the appointment by email.

Send a short note confirming the meeting and the topic. “I look forward to our meeting next Tuesday at 10 am in your office.  I would like to discuss the proposal for a new warehouse facility in France.”

3.  Do some research.

Research the topic and research John Bromley.  Google his name and see what you can find out about him.  Talk to someone who has worked for him and can tell you what he is like and what his motivations are.  Prepare your pitch, but be ready to change it in the light of what happens at the meeting.

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4.  Link with him on LinkedIn.

Send a short note requesting that you link.  While you are at it you might make sure that your Linkedin profile is accurate and up to date with a friendly and professional looking photo.

5.  Study his LinkedIn profile.

Read his resume on LinkedIn.  Where did he work before, what did he study, what has he done, and which groups does he belong to?  This will help you to understand him better and to find points of common interest.  In particular look at his contacts and see if you have any shared contacts.  Shared contacts can be a good source of information about him and also you can refer to them early in the conversation.  “I see that you know Philippa Jones at IBM.  I worked with her on our Cloud Computing project.”

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6.  Plan your first few questions.

Have a plan for the broad structure of the meeting.  For example at the beginning of the meeting you want to establish some rapport before plunging into the business issues.  The topics and people you have gleaned from your research will help you with some icebreaker questions.  Then you might want to get him talking about the key issues before introducing your proposals.  Good questions are the way to shape the direction of the conversation.

7.  Anticipate his point of view.

Try to step into his shoes in advance.  What will his likely view of the issue be?  What objections or concerns might he raise?  What questions will he ask?  What evidence or data might he request?  Prepare your responses and if appropriate take some supporting material in case he asks for it.

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Finally I would recommend finding out the dress code at his office.  Often his assistant will tell you this.  You should dress just as smartly as he does.  If he normally wears a suit and tie then it would be a mistake to go in T-shirt and jeans.  The first impression you create is very important, so dress appropriately and meet him with a confident smile and a firm handshake.

Good luck with the meeting!

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Paul Sloane

Professional Keynote Speaker, Author, Innovation Expert

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Last Updated on July 18, 2019

What Makes People Happy? 20 Secrets of “Always Happy” People

What Makes People Happy? 20 Secrets of “Always Happy” People

Some people just seem to float through life with a relentless sense of happiness – through the toughest of times, they’re unfazed and aloof, stopping to smell the roses and drinking out of a glass half full.

They may not have much to be happy about, but the simplicity behind that fact itself may make them happy.

It’s all a matter of perspective, conscious effort and self-awareness. Listed below are a number of reasons why some people are always happy.

1. They Manage Their Expectations

They’re not crushed when they don’t get what they want – or misled into expecting to get the most out of every situation. They approach every situation pragmatically, hoping for the best but being prepared for the worst.

2. They Don’t Set Unrealistic Standards

Similar to the last point, they don’t live their lives in a constant pursuit towards impossible visions of perfection, only to always find themselves falling short of what they want.

3. They Don’t Take Anything for Granted

Happiness rests with feeling fulfilled – those who fail to stop and appreciate what they have every now and again will never experience true fulfillment.

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4. They’re Not Materialistic

There are arguing viewpoints on whether or not money can really buy happiness; if it can, then we know from experience that we can never be satisfied because there will always be something newer or better that we want. Who has ever had enough money?

5. They Don’t Dwell

They don’t sweat the small things or waste time worrying about things that don’t really matter at the end of the day. They don’t let negative thoughts latch onto them and drain them or distract them. Life’s too short to worry.

6. They Care About Themselves First

They’re independent, care for themselves and understand that they must put their needs first in order to accommodate the needs of others.

They indulge, aim to get what they want, make time for themselves and are extremely self-reliant.

7. They Enjoy the Little Things

They stop to smell the roses. They’re accustomed to find serenity when it’s available, to welcome entertainment or a stimulating discussion with a stranger when it crosses their path. They don’t overlook the small things in life that can be just as important.

8. They Can Adapt

They’re not afraid of change and they work to make the most out of new circumstances, good or bad. They thrive under pressure, are not overwhelmed easily and always embrace a change of pace.

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9. They Experiment

They try new things, experience new flavors and never shy away from something they have yet to experience. They never order twice from the same menu.

10. They Take Their Time

They don’t unnecessarily rush through life. They work on their own schedule to the extent that they can and maneuver through life at their own relaxing pace.

11. They Employ Different Perspectives

They’re not stuck in one perspective; a loss can result in a new opportunity, hitting rock bottom can mean that there’s no where to go but up.

12. They Seek to Learn

Their constant pursuit of knowledge keeps them inspired and interested in life. They cherish information and are on a life-long quest to learn as much as they can.

13. They Always Have a Plan

They don’t find themselves drifting without purpose. When something doesn’t go as planned, they have a plan for every letter in the alphabet to fall back on.

14. They Give Respect to Get It

They are respectful and, in turn, are seen as respectable; the respect they exude earns them the respect they deserve.

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15. They Consider Every Opportunity

They always have their eyes open for a new road, a new avenue worth exploring. They know how to recognize opportune moments and pounce on them to make the most of every situation. Success is inevitable for them.

16. They Always Seek to Improve

Perpetual self-improvement is the key towards their ongoing thirst for success. Whatever it is they do, they take pride in getting better and better, from social interactions to mundane tasks. Their pursuit at being the best eventually materializes.

17. They Don’t Take Life Too Seriously

They’re not ones to get offended easily over-analyze or complicate matters. They laugh at their own faults and misfortunes.

18. They Live in the Moment

They don’t live for tomorrow or dwell on what may have happened yesterday. Every day is a new opportunity, a new chapter. They live in the now, and in doing so, get the most out of every moment.

You can learn how to do so too: How to Live in the Moment and Stop Worrying About the Past or Future

19. They Say Yes

Much more often than they say no. They don’t have to be badgered to go out, don’t shy away from new opportunities or anything that may seem inconvenient.

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20. They’re Self-Aware

Most important, they’re wholly aware of themselves. They self-reflect and are conscious of their states of mind. If somethings bothering them, they fix it.

We’re all susceptible to feeling down every now and again, but we are all equipped with the necessary solutions that just have to be discovered.

Lack of confidence, inability to feel fulfilled, and susceptibility to stress are all matters that can be controlled through the way we handle our lives and perceive our circumstances.

Learn about How Self-Reflection Gives You a Happier and More Successful Life.

Final Thoughts

The main philosophy employed by the happiest includes the idea that life’s simply too short: life’s too short to let things get you down, to take things for granted, to pursue absolute and unrealistic perfection.

For some, employing these characteristics is a second nature – they do it without knowing. For others, a conscious effort must be put forth every now and again. Self-Awareness is key.

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Featured photo credit: Charles Postiaux via unsplash.com

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