Templates
Investor Relations
Investor Meeting

Investor Meeting

1
Pre-Meeting Preparation:
2
Google the people you are meeting in detail
3
Run through your list of objection questions
4
Check iPad and battery is charged
5
Check computer is charged
6
Pack clicker
7
Pack charger
8
Pack notebook
9
Pack pens
10
Pack business cards
11
Pack VGA connector
12
Pack HDMI connector
13
What are the 3 most important things you want to get across in this meeting?
14
30 Min before Meeting:
15
Take breath mint
16
Check body odor
17
Listen to pump up song and raise your energy
18
Re-cap people you will be meeting, check photos on linkedin
19
During Meeting:
20
Try to mirror their energy levels
21
Take notes on questions asked
22
Take notes on points that you didn't finish covering because you were interrupted
23
Avoid the following common mistakes
24
Ask for next steps
25
After Meeting:
26
What worked?
27
What were the objections?
28
What could we do better?
29
Follow up email
30
Send Carine & Thomas bullet point update on meeting
31
Try to backchannel meeting