For prospects who have already booked a meeting, use the video's call-to-action to explicitly set expectations. Instead of a generic closing, state the specific questions you'll ask and how you'll structure the call, positioning yourself as the conversation's guide from the outset.

Before major meetings, attendees review materials and submit key takeaways and questions. These are then ranked by the group. The meeting agenda is built around the highest-ranked items, ensuring focus on what the collective deems most important.

Instead of listing vague topics like "team discussion," structure each agenda item with a verb and a noun (e.g., "Decide Q4 budget," "Align on launch strategy"). This simple framing forces clarity on the desired outcome for each item and helps determine if it even requires a synchronous meeting.

Words like 'meeting' or 'review' are emotionally neutral and put brains on autopilot. Replace them with descriptive titles like 'Collaborative Session' or '2026 Goal Review' to prime attendees with the intended purpose and energy, making the interaction more effective from the start.

Elevate the standard calendar invite by embedding your meeting's purpose. Replace a generic title like "Meeting" with an action-oriented one and include a starting question in the description to prime attendees for active contribution.

Reframe the calendar invite from a logistical tool to a strategic one. Instead of just a title and URL, include the meeting's core goal, expectations for participants, or a specific question to be addressed. This sets the stage before anyone joins, ensuring attendees arrive prepared and focused on the objective.

Many webinar titles and descriptions reveal too much, leaving no incentive for potential attendees to show up. Instead of detailing everything, craft titles that are curiosity-driven, much like a compelling email subject line. This piques interest and encourages registration and attendance to discover the answers.

Don't just schedule the next call; specify the exact topics you'll cover. This provides a compelling reason for the prospect to attend and enables them to prepare and invite the right stakeholders. It transforms a vague "follow-up" into a purposeful, can't-miss event.

Instead of a top-down agenda, Brad Jacobs has his leadership team collaboratively create it for key meetings. Attendees submit and rank questions based on pre-read materials. Only the highest-rated topics make the final agenda. This bottom-up approach ensures the meeting focuses on what the team collectively deems most critical.