SafaArt 1998 / Shutterstock.com Set Your Year Up For Success As we kick off the new year, promo firms should be looking toward the future and finding ways to have a successful 2025. One great strategy is setting up planning meetings with clients and potential clients, but preparing for these meetings can be challenging. While each type of client brings different needs to the table, there are several things you should bring to each meeting: • Predicted trends for the coming year. • The previous year’s results. • A calendar of relevant events and opportunities that you all can use to your advantage, such as Breast Cancer Awareness Month in October, Hispanic Heritage Month in September, etc. Of course, you’ll want to set aside an adequate amount of time for the meeting. It’s Here are some tips for scheduling the perfect planning meeting with clients. By Lindsey Davis, MAS 20 • JANUARY 2025 • PPAI Voices | Your Business
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