Blog

Sep 9, 2022

Executive Briefing vs. Customer Meeting – What’s the difference?


Briefing professionals have often asked me, “How do I explain the difference between an executive briefing and a customer meeting?”. This question highlights a common situation where key internal stakeholders may not...

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Executive briefing meeting at a small conference tableExecutive briefing meeting at a small conference table

Aug 19, 2022

The Best Time to Start an Executive Briefing Program is NOW!


​​​​​​​As briefing industry experts, we have been asked by executives on several occasions, “When is the best time for a company to launch its first executive briefing program?”  Our response is...

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Executive briefing in a conference roomExecutive briefing in a conference room

May 16, 2022

Briefing Teams and Executive Management in Collaboration


Before you launch into yet another sales or marketing-related activity to boost your briefing program’s visibility and its results, why not ask for your Executive Leadership’s perspective? I always recommend...

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Briefing team and executive management holding a meeting at a conference tableBriefing team and executive management holding a meeting at a conference table

Apr 04, 2022

Five Tips for Facilitating World Class Briefings


A skilled facilitator makes a difference in the outcome of a briefing.  Here’s a reminder of your top tips for facilitating:


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    Colleagues having meeting in executive briefing centerColleagues having meeting in executive briefing center

    Mar 28, 2022

    Four Tips for Promoting Customer Engagement in Virtual Briefings


    It has always been a challenge to get customers to actively participate in briefings. Our pivot to virtual briefings made it even more difficult. We are getting more acclimated to virtual meetings...

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    Employees asking questions at an executive briefing training sessionEmployees asking questions at an executive briefing training session

    Mar 21, 2022

    What’s the Difference Between Personalization and Customization?


    One of the most fun parts of a Briefing Manager’s role is the opportunity to be creative in designing memorable moments that surprise and delight the customer. Creating their company logo in the...

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    Company representative meeting with clients in an executive briefing centerCompany representative meeting with clients in an executive briefing center

    Mar 14, 2022

    Building Trust with your Sellers - Don't Apologize!


    When you reach out to a new seller to help them plan their customer briefing you often have a short time to win their trust. They’re probably rushing between meetings and want to get the planning process started and leave it with you. Or they’ve got it all figured out and...

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    Business people shaking hands after a meetingBusiness people shaking hands after a meeting

    Mar 07, 2022

    Look Who’s Facilitating Briefings!


    Over the last decade, many Briefing Programs have been excited to roll out the benefits of facilitation, but they have struggled to find the bandwidth to support it. Purposeful facilitation requires being fully present in the briefing and intentionally intervening to pose questions and make...

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    Businesswoman making presentation to colleagues in a conference roomBusinesswoman making presentation to colleagues in a conference room

    Feb 28, 2022

    Getting Executive Buy-In!  Don’t Launch Your Program Without It!


    The Number One priority when launching a new program should be obtaining Executive Management support. Too often though, briefing professionals launch into operational planning without taking the time to educate...

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    Client and representative shaking hands at a conference tableClient and representative shaking hands at a conference table

    Feb 07, 2022

    A Case for More Breaks in Virtual Briefings


    We’ve all noticed how exhausting virtual meetings can be. Why is that? When we communicate face-to-face we have the opportunity to notice body language in addition to the words that people are saying. Studies over the years indicate that more than 50% of our...

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    Woman sitting at her desk on the computer in a virtual executive briefing Woman sitting at her desk on the computer in a virtual executive briefing

    Jan 31, 2022

    Three Tips for Staying on Time in a Virtual Briefing


    Virtual briefings are sometimes just a few hours and it seems we’re always running behind. Discussion Leaders are passionate about their topic and now we’ve only given them 30 minutes to get their...

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    Hourglass sitting on a laptop counting down the timeHourglass sitting on a laptop counting down the time

    Jan 24, 2022

    Leading the VoC “Customer Confessions” Session


    We know the benefits of including a Voice of the Customer session in our briefings. It provides firsthand insights into the customer’s business to help Discussion Leaders tailor their remarks, brings forth anchoring comments to link to throughout the day to drive a more customer-centric conversation, and sometimes even...

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    Group of business people sitting around conference table talkingGroup of business people sitting around conference table talking