Are there instances where you DON'T share an agenda with a customer prior to a call?

265 views3 Comments

Sort By:

Oldest

CSO in Education5 months ago

Only when they have requested for a catch up. I usually get the agenda from them. Otherwise we know we are pretty much calling each other to update on something that we promised on.

COO5 months ago

It depends on what you mean by an agenda. While it is always important to provide a valid business reason for the meeting so everyone is on the same page, a detailed agenda isn't necessary in most cases. Understanding your customer's expectations is key. Have they, or do they usually ask for an agenda? If they do, then provide one. If they don't, the reason for the meeting is probably sufficient.

Please join or sign in to view more content.

By joining the Peer Community, you'll get:

Peer Discussions and Polls
One-Minute Insights
Connect with like-minded individuals

Founder in IT Services4 months ago

When they requested the call or if it's some sort of tactical check-in where you want them to feel comfortable raising any issues

Content you might like

Sales leaders - what is your approach for identifying future managers/leaders as opposed to those who should remain as an individual sales rep? Should the top priority be keeping high performers/potential high performers directly generating revenue?

Customer Engagement Employee Engagement Mentoring & Coaching

Director of Sales7 days ago

Great athletes don't often make great coaches. It's rare to find a top coach in any sport that was an elite individual performer. Coach K was an average player, but hall of fame coach. Gretzky was arguably the best hockey ...read more

1 1 Reply

164 views2 Comments

Is the SDR/BDR role at your company more focused on generating revenue, or booking meetings?

Customer Engagement

Generating revenue16%

Booking meetings50%

Equal focus33%

View Results

762 views4 Upvotes2 Comments

What marketing topics do you think are critical for Heads of Sales/CSOs to be more involved in, even in orgs that have a CMO?

Customer Engagement Employee Engagement Internal CXO Relationships

Director of Marketing in Hardware9 days ago

Sales enablement is deeply intertwined with a customer's experience online. Buyer enablement on a website (crafting your website so a customer can self-serve further down funnel) is just as important as seller enablement ...read more

How do you coach your SDRs or BDRs on follow up with C-level leads vs. lower level customers?

Customer Engagement Employee Engagement Mentoring & Coaching+1 more

CSO in Education8 days ago

Define lower level customers? Are you referring to non c level audience I.e. managers? Or enterprise c level vs small businesses?