TAP TAP GO
Describe the roles needed
A profile-linked meeting guide can explain which perspectives would help: the person managing content, the person using the workflow and the person responsible for the decision. Keep the description practical rather than demanding a long list of titles. Different organisations may distribute those responsibilities differently.
Explain why each perspective matters
A brief rationale helps the first contact invite suitable colleagues. Avoid implying that every attendee must have purchasing authority. Some meetings are exploratory and benefit from operational knowledge. The resource should make preparation easier while leaving the organisation to choose its own participants. A better meeting begins with the relevant questions represented in the room.
Hypothetical scenario
A hypothetical team-demo guide asks for someone who maintains employee information and someone who uses profiles with clients. The company selects appropriate participants rather than assuming only executives can contribute useful input.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
