How To Run Your Second Meeting With A Prospect, Additional Resources

Pre-Meeting Agenda Email Template

Hi XXX,

It was good to see you [Whenever you last met] and I’m looking forward to speaking with you again at [Time] tomorrow. I thought a rough agenda for our meeting would be:

• I had a couple of follow-up questions from our last meeting that would be great to cover
• Then I’d like to share a deep dive into our solution, answer any questions that you may have and share a couple of case studies of customers solving similar problems
• If we still feel like there’s a potential fit here, we can then discuss next steps

Let me know if you’d like to cover anything else.

Many thanks,

If there were specific areas that your prospect asked about in the first meeting that you weren’t able to cover then, you can add these to the agenda as well.

Post-Meeting Summary Email Template

Hi XXX,

It was good speaking with you earlier today and hearing more about what you’re looking to achieve. I thought it would be helpful to summarise our conversation.

You mentioned you were looking for a solution that addresses the following main areas:

• Key Problem 1 – high-level overview with short description of impact uncovered
• Key Problem 2 – high-level overview with short description of impact uncovered
• Key Problem 3 – high-level overview with short description of impact uncovered

We also took a deeper dive into our solution and it seemed like there may be a fit with what you’re looking for so we agreed to meet again at [Time] on [Date] to [Description of next step].

Looking forward to speaking with you then.

Many thanks,