top of page

Meeting Research & Preparation

Meetings are the very essence of client engagement. Those who can conduct them well will continue to win with clients. But what makes a meeting successful and one fail?

In this course, we teach individuals and teams a superior approach to research and preparation of client meetings.

The program includes:


Pre-work Curriculum

  • Preparatory coverage of core concepts (Objectives, Research, Content, Accountability) prior to the workshop


Live Workshop Sessions

  • Guided meeting preparation check-listing in a small group format

  • Guidance and feedback from SAGE faculty

We'll deliver in any format you need


On-site training is delivered with small group exercises and a  number of customized hands-on activities.


Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.


This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.

Hear more from our customers

SAGE Introduction (Short)
Play Video

Ready to make your next and onward meetings successful?

bottom of page