Page 49 - Citrix CXO Workshop

C-Level Meeting Planner

Attendees: List attendees and their roles (job and meeting)

Goal (meeting) What do you want to achieve by the end of the meeting?
Objectives: Consider and phrase from the perspective of the Partner

What are the likely milestones / beliefs that need to be achieved?
Think about what your Partner needs to believe to in order to achieve the goal

Questions: What questions are they likely to ask?
What will our response be?
Agenda: What questions do we need to ask?
Next Steps:
Pre-condition: No more than 5 points – and no surprises

Consider what next steps you might suggest

What preparation would you suggest to the Partner?

Email: Draft your email confirming the meeting goal, objectives, agenda

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