To: Carlo Re: our meetingDear Carlo,I'd like to confirm our meeting .To maximize the meeting effectiveness we will use a workshop format so you and your team will have a first hand experience.....
Meeting introduction
Good Morning, Carlo!As anticipated this meeting will be run as a workshop to better explore your needs and how we might help you
The workshop
What are the goals of your project? What do you want to achieve?
GROW Matrix
I'd like to find a new way to grow our company business
Carlo receives an email explaining how the meeting will be run and how to prepare
After the workshop
GROW Matrix
The Business Designer introduce the workshop method. She brings all the materials needed to run the workshop
Final greetings
You method is the best I've seen so far! Send me your proposal for this project
Using a GROW Matrix and lots of post-its, the Business Designer leads Carlo through a deep analysis of his needs and expectation about the project
At the end of the workshop, Carlo is very happy about the results
Thank you! It's so much clearer now what we need to do
Carlo acknowledges the method and its validity and wants an offer!!!