Dig

Head Prospector

Valued Contributor

Opinionated

Contributor

What do you title your intro meeting invites?

What's your go-to for meeting titles? And why!? Let's share some strategies.

Strictly business or Whitty or Loose with no structure?

I've seen everything from basic...

{your company} / {their company}: Intro

...to the creative...

How {your company} can save $51M on X in 2021

Beyond introductions, it'd be nice to get your opinion regarding demo meetings, pre-deal-close meetings, etc, too!

Thanks! 🕵🏽

Have you ever had a prospect call you out on the meeting title?

Attached poll

Yes - good Yes - bad Nope Nah bro, I've never set a meeting 😢

*Voting in this poll no longer yields commission.

🧠 Advice

🔎 Prospecting

😎 Sales Skills

30 comments

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CoorsKing

WR Officer

Retired King of the Coors Knights

“Company / company - purpose of meeting”

paddy

WR Officer

Director of Business Development

This is something you shouldn't have to overthink. Intro meeting? "Introductory Call w/ paddy and fuckface prospect" -- short and sweet. What more needs to be said?

DungeonsNDemos

Big Shot

Rolling 20's all day

That's my template title, sometimes I ALMOST hit send and then realize I didn't replace "fuckface" so it gets dangerous.

Dig

Valued Contributor

Head Prospector

Lol. Peep my comment below for an idea of how to get tactical. Trying to examine word usage and optimize.

StrictlyBusiness

Praised Answer

Director of Enterprise Sales

Great call, keep it simple. I've had success adding a short agenda in the body of the invite to prep them a bit and remind them why they agreed to the call in the first place.

CuriousFox

WR Officer

🦊

I've had success with "meeting" in the title.

If I do put both companies I always list them first. Some people are petty like that.

UserNotFound

Politicker

Account Executive

Its the details for me

Dig

Valued Contributor

Head Prospector

{You} / {Prospect}: Best practices to remove cybersecurity bottlenecks

REASONING:

I lean on tactics that help my company stay top-of-mind and that help my invite stand out on their packed calendars.

1 - Reference your company name or your first name towards the beginning of the title.

★ Why first name? → It reminds them you're a human and they feel worse about ghosting you—so more likely to at least reschedule... I think lol

2 - Follow that with their first name.

★ Why not their company? → They already know their company name, so it's a waste of space to include it. Likely makes you blend in with other vendor invites too (so you're automatically "salesy").

3 - Add a reminder describing how you originally met or why they booked the call (like my sample at the top).

Final thoughts:

→ Make your prospects proud to have your invite on their calendar

→ Aim to pique interest of their team who will likely see your invite in passing

→ Remind them why they were excited to book with you

★ Bonus points for tasteful emoji usage in the first character of the line (otherwise it may get cut off)

DungeonsNDemos

Big Shot

Rolling 20's all day

Great write up! I’m gonna use this

hh456

Celebrated Contributor

sales

My Company Name x Your Company Name - Intro Call

SaaSam

Politicker

Account Executive

Just avoid any internal jargon. Personally I'm a fan of the meeting title to reflect the value to the prospect rather than the value to myself. I avoid plopping the word "demo" in the title because it's more reflective of me crossing a step off of a list. I'll substitute it with something like "walkthrough". Small changes that work more on a subconscious level for your prospect.

Do I think it is going to hurt my chances of a successful demo call if I label it a demo call? Nope. I do think it might give me a small boost by labeling it differently though.

If it does nothing at all, no big deal. If it does actually help, awesome. I doubt it will ever hurt to take this stuff into consideration though.

Dig

Valued Contributor

Head Prospector

Thanks for the insight. I've gone beyond consideration and into science lol. Check out my comment below and let me know what you think.

TheNegotiator

Arsonist

VP of Sales

[Our Company] + [Their Company] - [Topic; Discovery Call/Demo/Etc] …. Not complicated stuff IMO.

Wolfof7thStreet

Valued Contributor

Mine is almost the exact same but relaxing the - with a | not rocket science haha

Wolfof7thStreet

Valued Contributor

Company + My Company | Subject

Diablo

Politicker

Sr. AE

Company <> Company - Introduction

Diablo

Politicker

Sr. AE

Something as easy as name of both the companies and discussion that will take place

jefe

Arsonist

🍁

Company / company - reason for meeting (time in local time zone / time in local time zone) I work with a lot of companies across the US, and in the UK/EU and a shocking amount in Australia. I find including the times for both parties, in the same order as I list the companies, helps everyone stay organized and punctual c

cw95

Politicker

Sales Development Lead

Company / your company - progress? That or My company - what’s the next steps? Second works well after the first. I also have found saying ‘Your company - yeah, if you don’t want to read it, it’s fine’ Being overly honest works wonders

JECU

Opinionated

Account Manager / Co-Founder

Company/Company Intro - few word value prop

Do.it.for.the.checks

Politicker

Account Executive

Format for all meetings

Title

- 1on1 - Name1<>Name2
- group - Company1<>Company2

In the notes

Purpose > line on what's the point. Eg. To gain an deeper understanding of your business operations

Plan > brief run through of the agenda. Eg. Ill will kick the meeting off with a short recap of where we are in the evaluation. My sales engineer has a series of questions for your team. We can end by opening up to a short what else discussion

Outcome > what the goal of a successful meeting is for both parties. Eg. Be able to coordinate the solution meeting based on the information collected

Its a format that works great internally and externally. And start all meetings by getting agreement on these 3

UserNotFound

Politicker

Account Executive

My Company | Their Company -Introductions

I list me first if I think they're dedicated enough to the initiative that they'll attend no matter what, I list them first if I want it to look more ambiguous at a glance so they're not tempted to push last minute if a minor inconvenience pops up and they think "I don't know this company anyway"

ChunkyButters

Tycoon

"My Company (Purpose) / Prospect Company"

I want the prospect to know who the meeting is with and purpose at a quick calendar glance. Examples:
"War Room Intro Call / Meech"
"War Room Demo / FunCoupons"
"War Room Plan for Partnership / Paddy"

newsalesguy14

Politicker

Account Executive

I usually go " 'my name' & 'prospect name' | 'my company' intro call (or demo/pricing discussion, etc.)"

Ex: Jake & Jill | Company X intro call

(No that's not my real name)

goose

Politicker

Sales Executive

Pretty sure you are overthinking this. Happens to people struggling to set appointments.

friendlyginge

Politicker

Account Executive

My Company | Their Company

Body of invite:
summarize call details and purpose of meeting

I debate with folks on if it should be their company name or my company name first. Typically in a quick view of the calendar you only see the first word or so of the meeting, so it's more helpful for them to see our company name so they know the purpose of the meeting.

RealPatrickBateman

Politicker

🔪Amateur Butcher🔪

Don't get overly cute.... listen to the wise words of @BigMeech and keep it simple

TheRealPezDog

Notable Contributor

Account Manager

This post is way in the weeds, don't overthink it: Meeting with PezDog/Company Name. I don't even put their name in it, and I certainly don't want to put anything ridiculous sounding in there like a fucking value prop, that shit is weeaaaaaak

undercoveroperator

Executive

Senior Sales Team Leader

*My Company Name* + *Their Company Name* Discussion is what I usually go with. Makes sure they know the company they're meeting with while not claiming it's anything 'sales' or 'cold prospecting' related.

Allisce

Tycoon

Account Executive

"Company name" demo or meeting, I'm boring. I'm not a fan of getting too cute or witty

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Dig

What do you title your intro meeting invites?

Have you ever had a prospect call you out on the meeting title?

30 comments

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