Calendar First™ Methodology

     

    –  WIN MORE VIRTUAL MEETINGS  –

    win friends with calendar first negotation

    Why calendar-first negotiation?

    Because It’s all about that 1-click accept. 

    accept or decline animation

     

     

     

    Step 1: Gather Required Supplies

    Please gather the following materials before attempting calendar-first negotiation

    setting up a calendar invite and email prospect user image

     

     

     

     

    Step 2.  Prepare the Email!

    Focus on the meeting.

    1. Subject Meeting Type Name
    2. The Ask
    3. Optional Sell-It Sentence
    4. Call to Action Where the magic happens!
    preparing the email
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    10. Step 3.  Prepare the Invite!

    11. anatomy of a valuable meeting invite
            1. 1. Title Meeting Type Name
            2. 2. Location: No junk! Super clean link.
            3. 3. Date & Time
            4. 4. Description                                                                                                                                                                      
            5. 5. Agenda: Where the magic happens.

    preparing the invite with details

    The Agenda in Detail

    AKA: The magic that gets all the accepts. the agenda in the invite

     

     

     

     

     

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    Step 4.  Send It!

    invite checked email check now send it

    animated user clicking accept

     

     

     

     

     

     

     

    — BONUS —

    The 7 Deadly Sins

     

     


    1. Valueless Agendas

    2. Lengthy Descriptions

    3. Meaningless Titles:
    Like “Sync” or “Catch up”

    4. No clear deliverable(s).    		 5. Pasting all the text from your meeting link or bridge.

    6. Not testing your meeting link or bridge.

    7. Asking if you can ask to meet. Creating too many steps!

     

     

     

     

     

     

    The Meeting Type Name Test

    Can your prospect successfully ask the following to one of her coworkers?

    Yes? Congrats, you picked a great name for yourMeeting Type!

    chat bubbles asking prospect if meeting time works

     

     

     

     

     

    — PRO TIPS —

    1.  Stay Calm - If you are willing to ask for a meeting, then you should be willing to put it on the calendar. Seriously, if you are comfortable asking for meeting in someone's inbox but not sending them an invite you shouldn't be asking them for a meeting. (See #3)


    2. Anchor Strong - This is a negotiation, so start things off with clearly defining the outcome you want. Getting a meeting on the calendar! Plus you're doing everyone a favor by making it easier on everyone. 

    3. More Value = More Accepts. If you’re bringing value, then you are doing the prospect a favor. If not, then you’re a jerk.

    4. In Business Emails you get 1 Ask - Make it count !  The only purpose of our emails is to draw focus to the invite.  Keep it short, save details for the agenda. Your ask should be something "Does Tuesday at 2pm work for your Demo?"

    5. You are doing your prospect a favor: By reducing the barrier of a meeting to a single click you're enabling your prospect to get to the value quicker. Calendar-first requires more work on your side that will pay off with more accepts on their side. Everyone wins. 
    animation of user clicking accept
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