The BEST One-On-One Meetings

When people meet one-on-one to discuss business, both people are investing their time, and time is a limited resource. It is important that BOTH people receive value from the time they are investing.  There is nothing worse than meeting with someone who has a one way agenda, dominates the entire conversation about ways you can help them.  It is a complete waste of time for the other person, so don’t do it.     

Here are some tips and tricks that can help you have a GREAT One-On-One Meeting! 

Prepare for the meeting:

  • Be strategic and think about who you want to meet with.  Meet with those individuals who target the same clientele as you, or who are well connected to lots of your potential clients.  Since you share similar clients, it will be easier to exchange business. 
  • Do some research before your meeting.  The more you understand about whom you are meeting with, the faster and easier it will be to identify ways you can help them.  Look at their website and review their social media platforms.   You may find information on common interests you share, or at minimum, give yourself some good talking points to use. 
  • Put some thought into how you might be able to help them. Who are their strategic partners - people in a position to refer them business?  Who do you know who can send them business? 
  • Think of other ways you could help them.  Maybe you could combine marketing efforts or advertise together to keep costs down.  Could you create a speaking opportunity for them? 
  • Put the meeting on your calendar.  Agree on the expected length of the meeting in advance. Confirm the appointment the day before – and don’t be late.
  • Consider scheduling the one-on-one immediately before, or after, our normal chapter meeting.  Since both of you will already be there, this will save each of you the round trip commute time.
  • Be prepared to answer the question “how can I help you”, without selling yourself.  


Once You Are At The Meeting:

  • Set your expectations up front.  What you hope to accomplish from this meeting?
  • Allow both people equal amounts of time to talk about their business.    
  • Don’t sell yourself. The purpose of the meeting is to discuss ways you can help each other, not to sell a product. 
  • Ask questions to uncover specific ways you can help each other.
  • Take notes at the meeting. This makes the other person feel important, and allows for effective follow-up.
  • Go through the checklist of how you can help each other (see below).
  • Make a commitment of what you will do to help each other.


After The Meeting Follow-Up:

  • Do what you said you were going to do.
  • Schedule a follow up meeting to review what has been done to date and what can be done in the future.    
  •  Do not add them to your database and start sending marketing emails, unless you get their permission.  


Checklist of Value You Can Offer 

Here are some things you can do for other members.  Consider these as you meet one-on-one.  Be sure you trust the other person before you put your reputation on the line. 

  • Use their service yourself.  This allows you to know for sure the quality they provide, and makes future referrals stronger when you can say “I use them, and they are great”. 

  • Refer family, friends or clients to them. 

  • Introduce them to a good potential referring partner.

  • Get them an interview on radio, TV or featured in an article. 

  • Place their business cards on the counter of your business, or in a package you give to clients.

  • Share best business practices – what is working for you.

  • Market or advertise together to reduce cost – get more exposure.

  • Offer good expert advice to solve a problem.

  • Create a speaking opportunity for them if they appreciate that.

  • Can you share FREE tickets or special offers on events they are interested in?

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    Jan. 15, 2016

    This was so insightful. Thank you Bill.

  2. Bill Nordbrock

    Sep. 16, 2015

    You are welcome and we appreciate you as referral partner in the network.

  3. Lori Peak

    Aug. 6, 2015

    Thank you for this, I am setting up my "One-on-one" notebook now. This will help!

    1. Bill Nordbrock

      Sep. 16, 2015

      You are welcome. It should help a lot :)

  4. Melony Terry

    Aug. 6, 2015

    Great information, very helpful especially for those who really don't understand how to go forward in a 1 on 1. Guidelines are great.

    1. Bill Nordbrock

      Sep. 16, 2015

      Thanks for the feedback Melony.

  5. Liz

    Aug. 5, 2015

    Thank you Bill. I am becoming a better marketer because of your advice and insight. I appreciate all the advice.

    1. admin

      Sep. 16, 2015

      You are welcome and I appreciate all you do for the network!

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