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  • A Simple Networking Meeting Checklist

    As a consultant, I am constantly going on informational/networking meetings to convince clients to hire me. Through these experiences, I’ve learned a lot about how to conduct a networking meeting.

    Here are six tips I have for managing networking meetings:

    Be persistent

    It’s not easy, but I get meetings with many CEOs and other executives in the Chicago area. When people ask me how, I tell them it’s a fairly basic process – I email people and convince them to meet with me. If I’m trying to reach the CEO, I sometimes schedule a call with one of his direct reports first. I sometimes send a couple of follow-up emails. I sometimes ask other people in my network for referrals.

    There are many ways to ask for something, but the key to getting it is almost always persistence.

    Do your research

    It is not as difficult as you would think to research a company or a person thanks to Google. I research all sorts of things, from industry statistics, to competitors, to website statistics, to hobbies of the person I’m meeting. I also read through press releases and media coverage (all found on the internet) to understand the history of the company, the pain points, and what the management team cares about. If you do your research beforehand, you can make a good impression at the meeting.

    Set reasonable expectations

    Based on your research, you should know how much you can actually contribute to the networking meeting, and how much information you will have to ask for. It’s essential to set expectations for a networking meeting so you don’t waste someone’s time.

    I have gone to meetings where a CEO just wants to chat over beers, and I’ve gone to meetings where the CEO wants a PowerPoint deck of my ideas and how to implement them. If you set expectations well, you can avoid being under-prepared and making a bad impression.

    Articulate your interest and your value

    There are two things people want to see in a networking meeting: enthusiasm or passion, and what you bring to the table. Make sure that you incorporate both these answers into your story about your history and your goals.

    Also, don’t forget to tie both of these concepts to the company, the person you’re meeting with, and yourself. It’s a tough balance, so practicing beforehand helps!

    Be open to possibilities

    Often, you will not get an immediate offer from a networking meeting. That doesn’t mean it was a waste. Instead, you’ve gotten a contact, information, or a referral. Or you found a way to help the person with one of these three things. Be open to what someone can help you with, and good things will come.


    Because networking meetings are not for closing deals, you have to follow-up and check in on the person within a reasonable time frame. This reminds the person of what you discussed, what you want, and what value you have to them. I generally follow up with a thank you email to begin with, and then follow up once more within a month.

    Monica O’Brien is an MBA candidate with years of experience in business, strategy, and technology. She currently consults start-ups in the Chicago area on establishing their social media strategies. Monica attends the Chicago Booth School of Business (at the University of Chicago), currently ranked the #1 MBA program in the country by BusinessWeek, and is one of the 2007 Chicago Business Fellows. She concentrates in Marketing, Strategy, and Entrepreneurship. Monica holds a Bachelor’s degree in Computer Science, with a minor in Physics, from Truman State University. Her blog, Twenty Set, gives career advice to young professionals. Monica writes candidly about her own experiences. She has also written for Mashable and ProBlogger, and has been featured in major publications like the Christian Science Monitor.

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    Posted in Career Development, entrepreneurship, Job Search, Networking, Personal Branding, Success Strategies
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