You’re trying to schedule appointments with clients and colleagues. What’s the best way to do it?

Sending a calendar invite for every meeting, including a scheduled phone call is key. But don’t just send the invite, send it with a title and a clear agenda. If there is not an “agenda,” send it with a note referencing the subject of the meeting. This keeps everyone on the same page and structured.

I find send a proposed agenda incredibly helpful. 1) Forces you to think about what you need to do and prepare before the meeting 2) Allows the other participant to get their ducks in a row and get the answers to your questions. 3) You don’t forget anything crucial 4) Frees your brain capacity to think on your feet and pivot and to allow for relationship building in and around your define targets where appropriate and not time constrained.

Sending an agenda with the meeting/appointment invite can be so incredibly valuable. It allows everyone involved to be prepared coming into the meeting which creates more productive and organized conversation.

1. Outlook calendar is my go-to option (or Google calendar). 2. Give people at least 2 options of date/time or ask them to suggest alternatives 3. Try to be specific with agenda (specifying duration for each topic if possible) 4. Make it clear why the invitees need to be in the meeting

Voici quelques meilleures pratiques pour planifier efficacement des rendez-vous : Utiliser un calendrier en ligne : Utilisez des outils de calendrier en ligne tels que Google Calendar, Microsoft Outlook Calendar ou Calendly. - éviter les échanges interminables d'Emails en utilisant des outils de planification qui simplifient le processus. - Envoyer des invitations formelles et utiliser un Outil de Réservation Automatique (Calendly, Doodle) : Ces outils permettent aux participants de voir votre disponibilité en temps réel et de choisir un créneau sans passer par des échanges d'e-mails.

Calendy is amazing!! I also love Google calendar. Typically I give my clients three options of dates and times and let the chose what works best for them. Our first initial intro is a zoom or FaceTime call, and the next step is an in person project evaluation or estimate.

Calendly has been an absolute game changer for IronMarket Talent. Trying to align busy diaries can be an endless task, and as Calendly gives our diary visibility, this way it's easy for our members to add in an appointment at a time that is suitable for both parties.

In Outlook, FindTime is great for this. You suggest certain dates and times, and everyone votes on when they're available and can even indicate which one they prefer. Once consensus is reached, it'll automatically send an invite to the group.

Utilize digital scheduling tools such as Calendly or Google Calendar to streamline the appointment-setting process. These tools simplify coordination, reduce scheduling conflicts, and enhance overall efficiency.

An online appointment scheduling tool is a software that allows users to book and schedule appointments with customers or clients. It can be used by businesses of all sizes, from small businesses to large enterprises.There are many benefits of using an online appointment scheduling tool, including the ability to save time, money and improve customer satisfaction. However, there are also some drawbacks to using an appointment scheduling software, such as the potential for errors and the need for training.

I think depending on the scheduling tool you use, a confirmation email will be sent. I would go the extra mile and send another email that covers the points that will be discussed in the meeting to allow all parties to come prepared as well. It’s very important to give the attendess an idea of what’s going to be discussed to avoid confusion or any unneeded conflict. I would then make sure I prepare carefully and cover all my grounds, I would take supporting documents and prepare a deck for the meeting that includes all the “data” that supports my points.

Confirm meeting details in advance, including the agenda, attendees, and any necessary materials. Adequate preparation ensures a smoother discussion and allows participants to contribute meaningfully.

I am glad to hear that you have received the confirmation of the appointment. I look forward to meeting you on [date] at [time] and discussing [topic] with you. Please let me know if you have any questions or concerns before the meeting.

Depending on the system you use, you can automate confirmation emails - both for the other person, and for yourself, if you'd like a reminder. Schedule time to prepare in advance, so you come to the meeting ready to discuss the issues at hand.

The work day is unpredictable and the immediate needs of operational or management issues take precedent over new business. You need to send timely reminders for meetings to make it as easy as possible for the potential customers to attend.

J'ajouterai deux points: 1- Respecter le temps alloué : Utilisez le temps alloué de manière judicieuse. Si vous devez déborder sur le temps prévu, demandez la permission et proposez des solutions alternatives. - Rester Flexible : Soyez ouvert à ajuster l'agenda si nécessaire. Respectez les priorités et les besoins de l'autre partie

If the meeting is virtual, it's a good idea to have an alternative technology in mind. This ensures that you can still meet, if one of you has technical issues. A phone call can be a reasonable, low-tech alternative.

Demonstrate respect for others' time by arriving punctually. Maintain a professional demeanor throughout the meeting, fostering a positive and productive atmosphere for collaboration.

One thing I’ve found to be helpful, is the mantra “ early IS on time, on time IS late , and late is unacceptable. This keeps you ahead of your own pace, and allows time to be on your side. Need to tidy up some business items, want to pack some more ideas in your reserves, go over your pitch again? with this methodology you are always looking for something to do,and now you give yourself some extra time.

Make sure that people have enough time to schedule. Do not send the invitation at the last minute before the meeting unless there is an emergency. Be prepared for any last-minute cancellations.

A FU email ?? I find useful. It frames you as a professional. Review the key points ( if pertinent) or thank them for considering your proposal and opportunity to earn their business. Re-state follow up time accorded and schedule it right then if appropriate ( via ur favorite calendar app) Send any documents that solidify ur points or that they will need for next step. Internal: note ur crms w proper notes and upload pertinent files, next steps etc. tasks / to do’s to keep on course.

Many times I find that when you are meeting with executives or various members of leadership there is often at least one member unable to attend. Additionally decision makers are typically very busy and if the meeting is virtual they could be receiving notifications on their mobile device or off screen. Sending a recap email with bullet points and a clear cta or next steps outlined is imperative. Without developing a strategy to accomplish this, you are going to lose out on potential sales or partnerships.

Before closing any interaction, review the need or “ask” to gain an understanding of what problem or concern needs to be addressed. A re-review of the need shows that you were not only hearing but listening and understanding the issue. It also allows the client to review their concerns being discussed “outside of themselves” and oftentimes will jog another thought or aspect of the issue that may have been overlooked or not brought up in the initial conversation.

Send a follow-up email summarizing key points, action items, and any decisions made during the meeting. This not only serves as a reference for participants but also reinforces accountability and progress.

While scheduling appointments with clients and colleagues, mastering the art of coordination becomes a game-changer. Efficiency and clarity take center stage in this process. To enhance your scheduling prowess, explore the power of user-friendly tools for seamless calendar integration, empowering all stakeholders to effortlessly navigate availability. Coupled with this, share concise meeting agendas alongside proposed time slots, transforming the scheduling journey into a collaborative and purpose-driven experience. Embrace technology and elevate communication to not only expedite scheduling but also lay the foundation for meetings that are not only well-timed but also well-prepared.

Scheduling time with yourself is just as important as scheduling time with others, especially when you have a lot of meetings. Build in time between back-to-back meetings to send thank you’s, note action items for yourself and others, reflect on suggested ideas and re-group in the event that something unexpected happened during a meeting.

Calendly is the best for this ,Start with a personalized note in which clear your message with humble request with offering dates& time when he is free .Try to add human touch & make connect to it .Be professional & punctual with time ,make it good impression bcz first impression is the last impression.After that make it a note with thank you for giving your precious time.

Bonus Tip: Foster a culture of mutual respect and understanding. Remember, scheduling is a collaborative process. Be flexible when possible and communicate openly to find solutions that work for everyone.

● Définir les objectifs de l'événement ● Trouver la bonne date. ● Choisir le lieu adéquat pour votre événement. ● Faire rétro planning ou check-list