Your Clients’ Shoes – The Shoes that Matter 1-Page Tool Client Meeting Agenda Template Source: adapted from Stop Selling Do Something Valuable , Steve Walmsley, (2007) To: Date: From: Subject: Preamble Our Objective for a Meeting Our Current Understanding of Your Situation Questions to be discussed during the meeting Our Questions for You About our Capabilities Your Questions for Us Other Areas of Interest to You Next Action Steps Timetable Who 1..
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