Customer Meeting Preparation
Making a customer presentation requires significant planning and coordination.
Your team will need to address the following questions and actions:
- What is the reason for meeting?
- What topics will be discussed?
- What information is required?
- Collect relevant info.
- Analyze information & draw conclusions.
- Organize storyline.
- Integrate materials.
- Iterate and finalize.
- Fine tune presentation.
Commonly missed areas that are critical to success include:
- Agreeing on the agenda with the internal team.
- Agreeing on the agenda with the customer to set expectations prior to the meeting.
- Team members taking ownership of their contributions to the overall deck.
- Incomplete, confusing, or missing Journey Map™
- Providing the deck to the customer 1 day prior to the meeting.
Have a critical customer product development or issue resolution meeting coming up? We’re here to help your team prepare, leveraging the proven techniques and toolkit we’ve developed over decades working with the toughest customers in the most demanding industries.
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