I am very much looking forward to talking with you about your software project. I value your time and want to make sure that we make the most of the call. I have found that by taking the following approach it will allow us to streamline our time in order to accomplish the most important tasks. It is very important to we make sure that we understand your project needs and that you get your questions answered.

Before the meeting

In the past we found ourselves spending the first half of the call just talking about us. So that we can focus on you, please take the time to look at the following information before the call. Then we can spend just a short amount of time addressing any questions you may have, and the rest of the time will be focused on what you do and talking about your project. Please take the time to review the following and make note of (or email me) any questions:

  • Start Here
  • An Intro to Building with WorkXpress
  • Hire WorkXpress
  • Partner Information
  • FAQ’s

Also, throughout the call we will be referencing the WorkXpress platform. This video will demonstrate our platform for you.

Meeting information

Our meeting is scheduled for Friday, October 12 at 2pm. I will call you at 555-555-5555. If this conflicts with your information please let me know immediately. Also, it is important that you be in front of your computer if at all possible.

During the meeting

During the meeting I will be referencing information that it is important for you to be able to access quickly. To make sure that you can do that I have put the links below for you.

  • Complex Scheduling
  • Enterprise Security
  • Transportation
  • Recruitment
  • Nonprofit
  • Event Staffing
  • CRM
  • Project Management

During this time we also need to understand your budget and timeline. We need to make sure we can achieve your goals. Again, we respect your time and want to make the best use of it.

After the meeting

It is important that we both leave the call with clear next steps. The most common next steps are:

  • Have a follow up meeting to dive into the project in more detail in order to get pricing
  • Have a live demo of relevant software products

Please be clear with us regarding your expectations at this point. We want this process to go as smoothly as possible. I'm looking forward to talking with you further!

Lisa Thurston


pre-briefing email.txt · Last modified: 2016/09/14 18:19 (external edit)
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