The Setting Workshop Form

The Setting Workshop

Preparing for a first meeting is like preparing for a first date. You want to do it well. Using the process presented through this form will help position you to start off on the right foot; which everyone will appreciate.

1. What's your first name?*

2. What's your last name?*

3. What's your email address?*

4. Where should you meet?*

5. Why should you meet at that location?*

6. When sitting, who should be facing the wall, and why?*

7. What three locations, by name, would be ideal for a first-time meeting?*

8. How can you learn more about the other person, prior to your meeting?*

9. What deliverable do you believe they sell, and what does their ideal buyer ultimately want?*

10. List five types of professionals you believe are actively working with their ideal buyer and provide a similar value.*

11. Who do you personally know who works in each of those professions and you could potentially refer?*

12. Who do you know, who you believe is actively needing what they sell?*

13. Who do you know who you believe they should probably meet, to help them achieve their goals?*

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