5. Transactional, yet relational
Know
• your value proposition
• what you need to find out from
meeting counterparts
Use a clear, tailored executive pitch to
engage them
Look for productive action points
Offering value creates good vibes.
6. Substantive next steps
• NDA, etc. a form of (often empty)
signaling
Better:
• Introductions to clients, colleagues
• Proposals, quotes, trials, proofs of
concept
• Training sessions
• Background and reference checks