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Your colleagues hate your meeting requests
4 steps to create agendas that get decisions made fast
Hey there,
The higher you sell upmarket, the more internal support you'll need to win deals.
Meanwhile, you're scheduling meetings that go nowhere because nobody knows why they're there or what decisions need to be made. This creates frustration, wastes everyone's time, and makes you look unprofessional to the very people you need to help close deals.
Here's what we're going to cover today to fix this:
Why unclear agendas kill your internal relationships
The 4-ingredient formula for executive-level meeting requests
How to use AI to turn your brain dump into sharp, actionable agendas
4 Steps To Master Clear Communication With Razor-Sharp Agendas (Even if You're Naturally Verbose)
In order to get busy executives and colleagues to actually show up and contribute meaningfully to your deals, you're going to need a systematic approach to communication.
Here's how to turn your scattered thoughts into crystal-clear meeting requests that get results.
Step 1: Lead With Bottom Line Up Front (BLUF)
Start every agenda with a one-sentence summary that explains the core issue and the decision that needs to be made.
Your colleagues are drowning in meetings, and they need to know within 10 seconds whether this meeting deserves their attention. Instead of burying the purpose three paragraphs deep, hit them with the essential decision point right at the top.
This shows respect for their time and positions you as someone who thinks strategically.
*If you’re sending blank invites with no agenda - no one likes you. (don’t do it)
Step 2: Create 3-4 Contextual Bullet Points Maximum
Provide just enough context to make informed decisions without overwhelming busy executives.
Focus on current state, future requirements, what the client wants from your team, alternative plans, and key decision factors. These bullets should be surgical – each one should directly relate to the decision that needs to be made.
Resist the urge to include every detail you know about the deal.
Step 3: Define Attendees and Concrete Outcomes
Specify who should join, why you need them, and exactly what decisions must be made.
Each attendee should have a specific role in the decision-making process.
More importantly, make your required outcomes crystal clear and specific, not vague concepts. Instead of "discuss pricing strategy," write "decide between 20% discount or extended payment terms."
This specificity helps attendees prepare appropriately and ensures the meeting actually produces decisions rather than more discussions.
Step 4: Use AI to Turn Your Brain Dump Into Executive-Level Clarity
Most sellers struggle with being concise because cutting information feels like losing important context.
You know your deals inside and out, which makes it nearly impossible to determine what's essential versus what's just background noise. This is where AI becomes your communication coach.
To get you started, I’ve created a master prompt that allows you to simply brain-dump everything you think might be relevant, and AI does the rest.
Grab the prompt below:
This trains your brain to recognize communication patterns while saving you time.
Here's what you learned today:
Bottom Line Up Front (BLUF) eliminates confusion and shows strategic thinking
3-4 contextual bullets provide just enough information for decision-making
Specific attendee purposes demonstrate respect for everyone's time
AI can turn your scattered thoughts into executive-level clarity
The difference between mediocre and exceptional sellers often comes down to communication clarity.
Start practicing this framework on every internal meeting request – your colleagues will notice the difference, and you'll start building a reputation as someone who respects time and gets things done.
Bonus:
Use Textblaze with the keyboard shortcut /ag to have this template at your fingertips. Not familiar with Textblaze? Check out this issue and thank me later.
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