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Blew a client call in Chicago over a missing agenda, here's my fix
I was on a Zoom with a VP from a logistics firm last Tuesday and completely froze when they asked about next steps. Turns out I never sent an agenda, so the whole 45 minute meeting went sideways and they replied with 'we'll circle back.' Now I block 10 minutes before every call to write 3 bullet points in a shared doc, even for quick check-ins with my own team. Has anyone else found a simple tool or habit that stops you from fumbling those big client meetings?
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taylor_wells9d ago
Been there man, that frozen feeling when they ask about next steps and your brain just goes blank is the worst. What saved me was a running doc where I drop the agenda plus 2 questions I want answered before every call, takes like 5 min and keeps me from winging it. Even just typing out the 3 bullets in the calendar invite itself works if you don't wanna open another tab.
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