–  WIN MORE VIRTUAL MEETINGS  –

Why calendar-first negotiation?

Because It’s all about that 1-click accept. 

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Step 1: Gather Required Supplies

Please gather the following materials before attempting calendar-first negotiation

 

 

 

 

Step 2.  Prepare the Email!

Focus on the meeting.

1. Subject Meeting Type Name
2. The Ask
3. Optional Sell-It Sentence
4. Call to Action Where the magic happens!
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  10. Step 3.  Prepare the Invite!

          1. 1. Title Meeting Type Name
          2. 2. Location: No junk! Super clean Link.
          3. 3. Date & Time
          4. 4. Description: Quick Copypastea
          5. 5. Agenda: Where the magic happens.

The Agenda in Detail

AKA: The magic that gets all them accepts. 

 

 

 

 

 

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Step 4.  Send It!

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— BONUS —

The 7 Deadly Sins

 

 


1. Valueless Agendas

2. Lengthy Descriptions

3. Meaningless Titles:
Like “Sync” or “Catch up”

4. No clear deliverable(s).
5. Pasting all the text from your meeting link or bridge.

6. Not testing your meeting link or bridge.

7. Asking if you can ask to meet. Creating too many steps!

 

 

 

 

 

 

The Meeting Type Name Test

Can your prospect successfully ask the following to one of her coworkers?

Yes? Congrats, you picked a great name for yourMeeting Type!

 

 

 

 

 

— PRO TIPS —

1.  Stay Calm - If you are willing to ask for a meeting, then you should be willing to put it on the calendar. Seriously, if you are comfortable asking for meeting in someone's inbox but not sending them an invite you shouldn't be asking them for a meeting. (See #3)


2. Anchor Strong - This is a negotiation, so start things off with clearly defining the outcome you want. Getting a meeting on the calendar! Plus you're doing everyone a favor by making it easier on everyone. 

3. More Value = More Accepts. If you’re bringing value, then you are doing the prospect a favor. If not, then you’re a jerk.

4. In Business Emails you get 1 Ask - Make it count !  The only purpose of our emails is to draw focus to the invite.  Keep it short, save details for the agenda. Your ask should be something "Does Tuesday at 2pm work for your Demo?"

5. You are doing your prospect a favor: By reducing the barrier of a meeting to a single click you're enabling your prospect to get to the value quicker. Calendar-first requires more work on your side that will pay off with more accepts on their side. Everyone wins. 

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