June 15, 2010

First Meeting: Ideal Agenda

Discussion Topics of First Meeting:
  • Goals, Plans, Priorities
  • Productivity (phone & email contacts, to do list, calendar, media)
  • Sales activities and results
  • Financial Reporting
  • Preferences and learning types
  • General Physical and Mental Health
  • Summary Recommendations
To optimize benefits of the First Meeting, email me various documents, reports, web links, etc, relevant to above topics, preferably a few days before the meeting.