The Rise of Remote Meetings
In recent years, one of the most significant changes technology has made in the workplace is to make the physical office space less critical, whether it’s for collaboration with your colleagues or engaging with prospects and customers.
Many organizations are hiring talent from all across the world, making teams increasingly distributed, while others prefer to create fully remote teams, allowing every employee to work from home. Even if most organizations don’t allow fully remote employees, they provide benefits like working from home for a few days to reduce commuting time.
As the need for remote work rises, the need for enhanced collaboration and communication across remote members has also increased significantly. While in-person meetings are relatively simple yet effective, remote meetings require slightly different practices and etiquettes, requiring one or more collaboration tools to ensure those meetings are successful.
Why Should You Read This Handbook?
In this handbook, you'll read the top dos and don'ts of hosting and participating in remote meetings with your prospects and customers. Remote meetings have unique advantages compared to in-person meetings, but to maximize these unique advantages, you’ll need to adapt yourself to the new way of doing things.
I’ll share some best practices, actionable tips, and useful tools to run remote sales and customer success meetings effectively, which will ultimately help you to close more deals and delight more customers.
I’m 100% confident that you have already heard of a majority of these tips. But I also firmly believe that there will be a few tips that you might not have heard before and will find them valuable. Also, not all the tips apply to remote-only meetings. Many tips are applicable irrespective if it's a remote or an in-person meeting.
My goal is to make this a comprehensive list so you can find everything related to running any sales or customer meeting more effectively in just one place. I believe having this complete guide handily available; it will help you come across as an energetic professional in a remote meeting environment, just as you would in person.
I have organized these tips in 3 phases of the meeting's lifecycle - before the meeting, during the meeting, and after the meeting, so you can easily understand which advice to use in which phase.
1. “The Preparation Routine” before the meeting
A little preparation and a predefined structure before a meeting go a long way. By investing a few minutes before each meeting, you will develop a consistent routine with better habits that will lead to better outcomes.
The goal is to control the conversation, and consequently, the outcome of a meeting.
2. “The Engagement Routine” during the meeting
Special techniques help you start the conversation with impact, maintain momentum, and achieve the end goal. These practices come in handy to keep the meeting on track with your agenda.
The goal is to be engaging and informative during the meeting and be memorable after the meeting.
3. “The Follow-through Collaboration Routine” after the meeting
Remote meetings bring unique challenges - it needs to be very outcome-oriented as you don’t have another opportunity to conclude your meetings in an ad-hoc hallway conversation. It’s vital to have clarity about the next steps, collaborate with colleagues faster to get appropriate information and send prompt follow-ups to participants to maintain momentum.
The goal is to be efficient in follow-ups and collaboration to achieve desired goals faster.