Initial Meeting Agenda with Potential Client
- Introductions of Team Members
- a. Overview of Company's Capabilities
- b. Highlighting Company's History
- Presentation of X Technology
- a. Explanation of Platform Specifications
- b. Addressing Clarifying Questions
- c. Workshop Request Discussion
- Discussion on Potential Fit with Client's High Priority Areas
- a. Sharing of Client's Current Plans
- b. Identification of Client's Key Priority Areas
- Next Steps and Action Items
- Q&A Session
- Closing Remarks and Follow-Up Plans
About Initial Meeting Agenda with Potential Client
The agenda for the initial meeting with a potential client aims to introduce the high-tech company's X technology and discuss areas where it aligns with the client's high priority needs. The meeting will include team introductions, presentation of the technology, discussion on potential fit with client's priorities, and planning for next steps.
Introducing Boardshape
Our board management software can be a valuable tool when streamlining your virtual meetings. Our agenda builder allows you to:
- Collaboratively create an agenda Assign agenda items to participants
- Collect all the meeting materials in a centralized location.
- Include live polls for decision making.
- Easily track follow up communication through comment sections for each item.
- Our presentation mode keeps everyone in sync during the meeting with the right documents at everyones’ finger tips at the right time.