Goals and Roles


You're responsible for understanding 2 things at EVERY prospect or client meeting.

Even if you didn't schedule it.

🎯 The goal of the meeting
🎯 Your role in the team's success

If you can't clarify the goal or explain someone's role, then you shouldn't waste their time, even if it's "only" a virtual meeting.

If someone has invited you to a meeting without info on "goals and roles"...then you own asking them to clarify & verify.

I created a flow chart to figure out why this gets off track so often! 🤓

Link to it here

No need to enter your email to access it, btw. If it's helpful, you can buy me a margarita someday if I ever get out of my dining room!