assessment

Creative professionals use a strategy for project success during a meeting
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Three weeks ago I was invited to join my CEO in a last-minute meeting. Without giving too much detail (for obvious reasons), we were meeting a marketing executive from a major brand. He was interested in our technology and wanted to learn more. It was a first meeting, so we did the usual demo and discovery questions; we showcased relevant case studies and brainstormed high-level ideas. Very unexpectedly, we came away from that meeting with a project outline and a mandate to be ready to pitch in less than a month. Great—if only every meeting went so well and every (potential) client moved so decisively! But walking out of that meeting I was immediately facing two issues:

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