business meetings


Here are the simplified steps for conducting successful business meetings with co-members:

  1. Plan your meetings in advance and schedule 1-2-1’s with one member per meeting. Try to meet at their place of business, if possible, to see them in their work environment.
  2. Remember that these are business meetings, so act professionally and focus on the agenda. Treat your co-member as you would your biggest client and be on time. Avoid distractions, such as phone calls and texts.
  3. Prepare and share your objectives for the meeting, which could include getting to know the person, sharing target markets, identifying their current referral sources, exchanging success stories, and establishing a method for qualifying referrals.
  4. Commit and agree on goals, and aim to have at least one short-term and one long-term referral on your to-do list before leaving. Also, consider inviting people from your partner’s contact sphere list to the following week’s meeting.
  5. Make notes and review them the day and week after the meeting to help remember important information.

By following these steps, you can effectively train your co-members to give you referrals and build strong relationships with them.

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