How To Ask For A Meeting (With Actual Examples)

Lean in a little closer… I have a secret to tell you.

The biggest mistake you can make when going to ask for a meeting is to make it about you.

The biggest mistake you can make when going to ask for a meeting is to make it about you. Click To Tweet

Most amateur networkers ask for a meeting like this, “Hey ____, my name is ___. I just started ____ and I’d really like to network with you to see how we can be mutually beneficial.”

There are a few issues with that…

Firstly, you have no credibility… so what you want is irrelevant (sorry).

Secondly, if you’re brand new, the exchange of value isn’t going to be equal…  So what you’re really asking for is their time to get something out of them but probably won’t be able to contribute anything.

Thirdly, you haven’t given any context to HOW you can help each other.

Instead, I want you to focus on connecting, relating, offering value and going for an assumptive close.


Asking for a meeting after someone introduced you

Here’s an example of the introduction email that I got from someone…

Alexa, meet Maria.  Maria, meet Alexa. 
Alexa is easily the most entrepreneurial and enterprising leader of her generation.  In addition to her work as a realtor with Keller Williams she has founded Millennium Empire Builders, a leadership cultivation organization dedicated to helping Millenials achieve their full potential in their private and work lives.  She’s done amazing work in the Broward area and is now moving into Miami-Dade with her work.
Maria is a financial advisor at Morgan Stanley.  I met her through the New Leaders Task Force for the Beacon Council and can attest to her energy and drive.  She’s already made some inroads in our firm and has impressed a number of our associates with her skills and presentations. 
Maria lives in Miami-Dade but she works in North Dade/South Broward so it occurred to me that there would be significant synergies between the work you are both doing.  That and suspect you will simply enjoying developing a relationship with each other.  You’re both conquering the world in your own spheres. 
Go forth and be successful.

[In this scenario, someone has made the introduction for you and probably already given you some context about each other. In this case, lean on the credibility of the person making the introduction and being that you don’t have a whole lot of context yet, you don’t need to try to sell the person since the introducer has already recommended that you guys meet and has given you a framework to build off of]

Here was my response:

Hi Jaret!
Thank you so much for the intro and the kind words! Always love meeting other Empire builders 🙂
Hi Maria!
Sounds like we have some chatting to do 🙂 I’d love to grab lunch or coffee to learn more about what you do and how I can be of service. Afternoons and evenings are usually best for me so shoot me over a few dates that work for you and we’ll coordinate from there!

To which Maria responded…

Good evening Jaret,
Thank you for that wonderful introduction. I really appreciate it!
Alexa, I would love to hear more about your accomplishments and get to know more of what you do. It all sounds very interesting! I’m free to do either lunch or drinks/coffee later in the afternoon on March 13th or March 15th. If those don’t work, I’m also available for dinner on March 21st or lunch April 4th. Let me know where your office is located. I work right on Las Olas but I’m flexible and we could pick a spot that is in between us. Look forward to hearing back from you and setting a meeting to meet in person.

It’s that simple… Don’t overcomplicate it.

Don't overcomplicate it. Click To Tweet

There are a couple of reasons why this was so easy…

  • The person who introduced us is well respected by both of us. If he makes a quality intro, I’m definitely reaching out ASAP.
  • He gave us context and a reason to connect.
  • I responded right away to acknowledge the connection and to go for an assumptive close (I mentioned that I’d like to have lunch and then assumed it was mutual, so I asked for specific dates and times)
  • She responded back with specific dates and times
  • Boom, done.
Asking for a meeting with someone after an introduction is the easiest way to connect with someone because you can rely on the other person's credibility. Click To Tweet

… but what if you want to meet with someone that you just met, but haven’t been introduced to?

Drum roll pleaseeeeee….

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  • The biggest mistake when asking for a meeting with a new connection
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  • How to ask a potential mentor or sponsor for a meeting

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