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I deal with a number of requests all focused around setting up a time and location. Sometimes its me reaching out to someone and other times it is someone reaching out to me.

These range from setting up a time to speak via phone or can include setting a time and a place to grab lunch or a coffee.

One thing I have learned, and wanted to pass along is the idea of, serving up options on a silver platter. Whether this is done with making an appointment, getting someone to make a decision, or simply trying to show your point, how you serve things up can make a huge difference on the outcome.

Here are a few principles to remember:

Everyone is busy.

People like to process emailstasks and move on.

Never assume.

So with those three items lets begin. Below are my most successful outreach efforts that have worked for me, as well as notes that are convenient for incoming requests.

The first thing to remember when scheduling an appointment is that even from the first interaction it makes sense to propose timesdateslocations and choices between th