Creating Agenda Setting Conversations

on Relationship Management | Published:
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How do I create regular "agenda setting" opportunities?


Some clients get very focused on the details of operational execution, and due to the constraints of time pressures and a short-term focus, you never have those important "agenda setting" conversations with them. After your next client meeting with someone who is like this, trying saying this: 

"With some of my best clients, in addition to having the kinds of operational reviews that we are holding each month, we will get together for lunch once a quarter to talk about the overall context and big picture for our work—the client’s plans, priorities, upcoming initiatives, and so on. This really does help us do a better job for you, and it also gives us a chance to provide you with some ideas and perspectives of a more strategic nature. Would you be amenable to trying something like that?’’

Andrew Sobel

I help my clients build enduring relationships with their clients and other important individuals in their lives
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