Preparing for Your One-to-One Partner Meeting
One-to-one meetings are the foundation of authentic networking. They're your opportunity to build genuine relationships, understand what drives your fellow Partners, and discover meaningful ways to support each other's businesses. By preparing thoughtfully, you'll have more valuable conversations and create stronger partnerships that benefit everyone.
1. Define Your Key Differentiators
Before your meeting, be clear on what sets you apart from your competitors. Think about how you deliver unique value to your clients. Be ready to articulate this clearly and concisely.
Consider these examples:
- Faster turnaround times or expedited service delivery
- Specialized expertise or niche focus
- Better pricing, flexible payment options, or value-based pricing models
- Superior customer service or personalized attention
- Innovative approach or use of cutting-edge technology
- Comprehensive packages or bundled services included
- Local expertise, community involvement, or personal relationships
- Warranty guarantees, performance metrics, or measurable results
2. Identify Industries for Introductions
Think about which professional industries and client types would benefit your business most. Be specific about the types of professionals or clients you'd like to connect with, so your Partner can make intentional introductions on your behalf.
- Real Estate & Mortgage: Real estate agents, mortgage lenders, title insurance agents, home inspectors, real estate attorneys
- Financial Services: Financial advisors, accountants, CPAs, bookkeepers, commercial lenders, merchant services providers
- Insurance: Property & casualty agents, life & health insurance agents, disability insurance specialists
- Legal Services: Estate planning attorneys, family law attorneys, business attorneys, personal injury attorneys
- Marketing & Media: Digital marketers, social media specialists, web designers, video producers, creative directors
- Business Services: Business brokers, HR consultants, IT specialists, payroll providers, event planners
- Construction & Home Services: Contractors, restoration specialists, painters, flooring installers, HVAC providers
- Professional Services: Photographers, physical therapists, chiropractors, travel advisors, personal trainers
- Other Industries: Any specialized field or niche relevant to your network
3. Event Types & Preferences
Be prepared to share what types of events would help grow your business and when you prefer to attend them. This helps your Partner recommend events and potentially invite you to collaborate or participate.
Event Types:
Time Preferences:
4. Collaboration Opportunities
Think about industries you'd like to collaborate with and what types of events you'd be open to co-hosting. Consider your investment capacity and share that openly—partners often appreciate knowing your comfort level.
Event Types for Collaboration:
Investment Level:
5. Share Your One-to-One Availability
Be prepared to communicate your preferred days and times for one-to-one meetings. This makes it easier for your Partner to schedule future conversations and connections. Examples: "I prefer Monday mornings," "Friday afternoons work best," or "I'm flexible on weekday evenings."
6. Social Media Follow-Up
Share Your New Connection
Within 24 hours of your one-to-one meeting, consider posting on social media about your new connection. This is a powerful way to celebrate your Partner and extend their reach to your network. It's also a tangible way to show your support and investment in their success.
Use one of the templates below, customize it with your own voice, and share it on LinkedIn, Facebook, or Instagram. Keep it authentic and genuine—your network will appreciate the personal touch.
Social Media Post Templates (Copy & Customize):
Document Your Meeting
After your one-to-one meeting, complete this form with the information you gathered. This helps organize Partner details and ensures you can provide meaningful introductions and collaboration opportunities down the road.
Complete One-to-One Meeting Form