Course Overview

Give an agency a brief with a pitch date agreed and the whole team gathers around, a rigorous process kicks in, and plans are made to make sure they have the best chance of winning.

On the other hand, when it comes to a casual Zoom call with a brand or an informal creds session, often that same diligent mindset isn’t applied.

In our interactive session on meeting best practice, we will explore how you currently prepare for, perform in, and follow up new business meetings. You will uncover the steps you need to take to engage decision makers more effectively in meetings, as well as simple tips for having a seamless follow-up process.

Attendees will leave the session with a bespoke process/check list for their agency so that they can immediately start enacting change.

Who is this course aimed at?

Anyone who attends new business meetings on behalf of their agency.

Key areas covered

• The key prep that should go into new business meetings

• How to start a meeting and how to close

• Ways to make a good impression, fast

• How to uncover opportunities when there might not be an obvious need

• Tips for putting a rigorous follow-up system in place

• The role of credentials

Who runs it?

This workshop is delivered by Sam Wheatman, one of the Managing Partners at The Future Factory. Sam has helped hundreds of agencies on new business process, proposition and lead generation.