meetingMAP Add-on Demo

We all know that important messages get diluted as they go through our organisations and distribution channels. And information coming back from the customer often loses something on its journey 😉

meetingMAP integrates Subject-Matter guidance in order to tighten your control over customer communication.

Traditionally, technology companies use training, checklists and presentation collateral to empower their field staff.

This works if you have dedicated people and they have the bandwidth to keep up with your technology and marketing.

But I train field teams and I can tell you that their #1 challenge is bandwidth.

They don’t want to learn new techniques. Rather, they need to know how to do things they’re normally good at when their schedules are bursting at the seams!

I believe that by providing a product-specific meetingMAP to your sales teams and distributors, you will make them more productive, you will have more visibility of their work and your collaboration will be richer.

Demo transcript

MeetingMAP. There’s 10 years of work crammed into this two-and-a-half minute demo, and you may not get it all in one go. So please bear in mind that you can rerun the video, perhaps without my commentary, if you want to concentrate on the details of the tool’s operation. It’s a spreadsheet add-on, implemented with a few thousand lines of Google Apps script.

You just saw me login to the meetingMAP database and start creating my meeting plan. Having written the header, I use these drop-down menus to define the meeting context. Here, I’ve chosen a pre-sales meeting with an engineering team. You’ll see the tool prompting me with ideas based on this context, and the more specific it is, the better the ideas become. If you tell it what technology you’re selling or supporting, for example, then it takes that into account.

Here are some prompts on the right. The tool knows which part of the plan I’m working on and makes suggestions for that part. I just click on a suggestion to incorporate it into the plan.

I can type any other stuff too, of course. The tool really is just a spreadsheet on steroids!

Some of the suggestions – the blue ones – contain links to material such as web pages and presentations, so we can setup a database for your team that links to all your latest marcom and technical support material.

Other suggestions have cell notes associated with them. This is handy when reviewing the plan on a mobile telephone, as you might do during an actual meeting.

Now I’m using the Discovery section, listing questions that I’d like answers to. Notice that the number of questions suggested in the sidebar is quite short and manageable. This is because I’m only being shown ideas that make sense for the context that I specified in the  header, at the top of the sheet.

That’s it. Off to my meeting.

Last but not least, I have to report on the meeting outcome.

I select the Report Generation menu item and my meeting preparation is transformed into the starting point for my report. Hence, my report already includes the meeting’s objectives, my notes on the customer and the meeting plan, and I save time by aligning my report with these items.

The final result can then be printed as a PDF page and sent to my boss.

If you’re in a leadership position, having your team use meetingMAP will make it much easier for them to prepare and report on meetings. The database they’ll use will incorporate your guidance, so you can be confident of the messages being passed on to your customers and you’ll have greater visibility of their reactions to them.