Internal ONLY Meetings
**This is NOT to be used for client-facing meetings.**
- 15-Minutes
- Have a quick question? Need a second opinion?
- 30- or 60-Minutes
- Strategize, ask questions, or discuss anything you could use a hand with!
- Select this option to schedule a 30-minute Zoom call, so I can help you prepare for your client-facing meeting. You can practice your pitch, we can discuss overcoming objections, or we can iron out final details.
Client-Facing Meetings
- Use this to request assistance with a client-facing call. This can be:
- Client Needs Assessment,
- Pitch,
- Renewal,
- Report Dash Review,
- etc.
REMINDERS FOR CLIENT-FACING MEETINGS:
- If I accept the meeting, we can use the Zoom link generated by this calendar request.
- ONLY copy the Zoom details and add it to your calendar invite to send to your contact(s).
- NEVER FORWARD THIS INVITE TO THE CLIENT. CREATE YOUR OWN INVITE FOR THEM.
I look forward to connecting with you at your requested time!
Please come prepared with all notes, questions, and a list of client(s)/prospect(s) to discuss.


