COI Disclosures - Coggle Diagram
Anything on Web? Individual/Company
Company - Growing/Shrinking/Hiring?
SFDC Data (closed Lost)
Whats the context?
Why Should They Care?
What do they care about??
Time is not on their side (putting this off is not the right strategy)
Things have changed (COI)
Others are ahead of them/thinking of this
Openers (5 minutes)
How many conflicts in your org?
What is the impact of not addressing this?
How much time do you have?
what is going to happen to you personally if this doesn't get fixed?
Reconnect this time next week?
It sounds like we have some homework, when would you like to regroup?
Best Case Study or Story
No insight into Risks in their org
The Board like understanding where the risks
Background on how we got to know each other
What are they doing now/Why are we there
What is in it for them?
Time/Date of Next Meeting
3 Possible Next Meetings
Get back with answers
Post Call Review
How did it match my expectiations
What Could I have done better?
What can I put into my pre-call plan to prevent bad things from happening
Rate Myself A,B,C
Was I prepared enough?