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Initial Meeting with Potential Client Agenda

  1. Team Introductions
  2. Presentation of X Technology
  3. Discussion on Potential Fit with Client's Priorities
  4. Planning for Next Steps
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About Initial Meeting with Potential Client Agenda

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.
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