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Athletic Director/Coaches Meetings Best Practices

  1. Do Your Research: Before the meeting, gather comprehensive information about the school or program, including:
  2. Prepare Materials: Ensure all necessary materials, such as presentations and one-pagers, are ready and organized before the meeting. This preparation allows you to present information smoothly and professionally. Request personalized sales collateral through SalesEnablement@snapraise.com. Please allow up to 48 hours to complete the request.
  3. Allocate Time Wisely: Respect the group’s time by keeping your presentation on track and avoiding unnecessary digressions – typically 5 minutes. 
  4. Be Clear and Concise: Avoid jargon and overly complex explanations. Keep your message simple and to the point to ensure the customer understands our value proposition.
  5. Actively Listen: During the meeting, focus intently on the group’s words, ask clarifying questions, and acknowledge their concerns and feedback. Additionally, listen for clues that a coach or AD might be a good candidate for another product, which can open opportunities for further collaboration. This demonstrates respect and builds a stronger client relationship.
  6. Define Action Items: Clearly outline the next steps, including any follow-up meetings or additional information to be sent, and take control by gathering the necessary contact information and leading the next steps.
  7. Send a Follow-Up Email: After the meeting, promptly send a follow-up email summarizing the discussion, confirming the agreed-upon next steps, and expressing appreciation for the group’s time.
  8. Record Meeting Details in HubSpot: Don’t forget to log all relevant information into HubSpot. This includes meeting notes, key discussion points, feedback, and any agreed-upon next steps – these will be important game week tasks in HubSpot.