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Preparing for a Successful Off-Site Meeting: Customer Guide

Thank you for scheduling an upcoming off-site meeting at your place of business. To ensure a productive and smooth meeting experience, please review and follow these guidelines and provide the answer to these questions in the notes section when setting up the meeting:

1. Meeting Objectives: Take a moment to clearly outline your objectives for the meeting. What do you hope to achieve or discuss during our time together?

2. Scheduling and Confirmation: Please confirm the agreed-upon date, time, and location for the meeting. If there are any changes or adjustments needed, kindly return to this page and make adjustments using the online appointment manager.

3. Agenda Collaboration: Let’s work together to finalize the meeting agenda. Feel free to add any specific topics or points you’d like to address.

4. Required Materials or Information: Please provide any materials, data, presentations, or samples that you believe will be important for our discussion.

5. Accessibility and Logistics: Inform us of any location-specific details, such as security access, parking instructions, or any other logistical considerations.

6. Dress Code and Business Culture: If your organization has a specific dress code or business culture, please let us know to ensure we align appropriately.

7. Technical Requirements: If there are any technical needs for the meeting (e.g., AV equipment, virtual conferencing), please communicate those in advance.

8. Attendees and Roles: Confirm the names and roles of attendees from your side who will be present during the meeting.

9. Communication Preferences: – Let us know your preferred communication channels and points of contact before and during the meeting.

10. Location Details: – Provide any relevant location information, directions, or landmarks that will help us reach your place of business smoothly.

11. Confidentiality and Privacy: – Rest assured, your confidentiality and data privacy are of utmost importance to us. Please let us know if you have any concerns in this regard.

12. Questions and Input: – We encourage you to provide any questions, input, or specific topics you’d like us to address during the meeting.

13. Follow-Up Expectations: – Let’s discuss the anticipated follow-up steps, actions, or any potential next meetings that may arise from our discussions.

14. Professional Interaction: – We value open and respectful communication. Your insights and feedback are crucial for a successful meeting outcome.

Thank you for taking the time to review these guidelines. We look forward to a productive and meaningful meeting at your place of business. Should you have any questions or need further assistance, please don’t hesitate to contact us.