Proper etiquette to be observed before, during, and after meetings.

1. 11 ps to be be er at
mee ngs
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2. 2
The Obvious
1. Don’t be late
Being anything less than early to a mee ng is a sure-fire way to tell the other person you
simply don’t care. Sure, things come up: you get into a car accident, your dentures just
won’t s ck, you’re dog has IBS — whatever it is, you have email… use it. And, no, the
quick, “Hey I’m running late! Sorry!” text three minutes before your mee ng starts just
doesn’t cut it.
2. Do your background research
Know who you’re mee ng. We’re fortunate enough to live in an uber connected world
where LinkedIn, Facebook, Twi er, blogs, and even personal websites can all inform what
we know about an individual. Generally speaking, a 10-minute search can fill in all of the
blanks from professional to personal. You don’t want to be the guy who gets back from a
mee ng only to find out Person X sits on the board of the same Company X you’ve been
cour ng as a customer for months. There are definitely some specific points you should
touch on for everyone you meet with, but for the sake of brevity, we’ll save that for later.
3. Understand their mo va ons
Unless you know what someone cares about, how are you supposed to, A) Control the
conversa on, and B) Add value for them. What do they do for fun? What organisa ons do
they volunteer for? What makes this person ck?
4. Leader or Learner
In the grand scheme of things, who’s helping who? Who was more “excited” to get the
mee ng. Generally this is obvious, but make sure you know going into things.

3. 3
The Less Obvious
5. Have an agenda, seriously.
If you write out an agenda, even if it just has three bullet point topics that you want to
hit, you’ll have more control over the mee ng’s outcome. Simply pu ng yourself through
the 30-second mental exercise of wri ng out your goals/topics to cover for the mee ng
will greatly inform it’s outcome.
6. Be Polite
Whether you’re the leader or the learner, everyone loves it when you respect their me.
It’s amazing how much me people waste at the beginning of mee ngs with the usual
BS. The worst part is that both par es know it’s just fluff to get comfortable. Lead the
mee ng. Get to the point. Save the fluff for a er you’ve hit your agenda points, it feels
more genuine that way. Pro- p: if you’re the leader, star ng the mee ng with a bunch
of fluff can put a nervous learner at ease, but it can also be a subtle way to imply your
control over the proceedings. If you’re the learner, any early fluff beyond simply being
polite makes you look nervous (unless you’re really good at it).
7. Take notes or Record the mee ng
Your brain can’t keep it all in. If you felt it was worth spending 30 minutes of prep & 30
minutes of your me, you be er be wri ng things down or recording. Lessons aren’t
always applicable at the me that you hear them. Why wouldn’t you want to be able to
reference that same mee ng two months from now?
8. Follow-up
It doesn’t ma er if it was the best mee ng of your life — or the worst — if you don’t
follow up you’ve just thrown away 50 per cent of the value of that mee ng. If it went
well, re-affirm the ac on points/next steps. If it didn’t go well, re-affirm that you were
grateful for the mee ng, and maybe take the me to recover from the mishap. Same day
standard, it helps to write the followup immediately a er (if you have the me), and then
send it a few hours later.

4. 4
Se ng yourself up to be awesome!
9. Eye contact
Be smart about it. If you look — you care. If you gaze, you don’t care as much. There’s
a lot to read out there about eye contact, and how it can be used to either purposely
or inadvertently imply your level of engagement.
10. Mimic body posture
On a subconscious level, people are put at ease if they can see themselves in you.
There are obvious ways to achieve this like, “Hey I like vintage cars too,” and then
there are the more subtle ways to do this through things like body language. Are they
leaning towards you or away from you? Do they look away frequently? You’ll feel silly
the first few mes you start to play copy cat, but seriously, the results don’t lie.
11. Be passionate, but don’t care
(Be objec ve). You don’t want people to be afraid of telling you no, or telling you what
you’re doing wrong because they think it would hurt your feelings. In fact, the faster
you can get to, “No”, the be er. There is enough BS going around. Don’t encourage it
by being overly emo onal or naive.
Ge ng help and Support
Ezymeetz provides the tools and informa on you need to get the most out of your
mee ngs, and our friendly customer support team is just a click or phone call away.
View our easy to follow printable user guides. Or contact our friendly customer
support team.
Phone us at
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