F-2-F Meetings: The 3 Most Common Types & Tips

F-2-F The 3 Most Common Types & Tips– PDF

1-Intentional (F-2-F’s & Targeted Meetings)

• • Come with 2 asks: Keep them specific (e.g., specific person, title, &/or company) rather than generic (“anyone looking to buy or sell”).
  • Bring your bio / target sheet: helps them  visualize who they know in those roles.
  • COIs(Centers of Influence): Send a text/email to set up an intro.  Take shots for each other!
  • Do something for them first: Share an article, make an immediate introduction, or give a warm referral before asking for anything in return.
  • Write a review: Ask for their preferred keywords beforehand so your LinkedIn or Google review boosts their local SEO.
  • Pro Tip — Calendar Invite: Add your BIO in the calendar invite
  • Ask: “Who are two people in your network that you think it would be mutually beneficial for me to know?”
  • 💡 Tip — Pre-Meeting Audit: Spend 3 minutes on reviewing their BIO or LinkedIn profile before the meeting to find a shared personal interest, mutual connection, or recent win.
  • 💡 Added Tip — Timed Follow-Up: Send a brief thank-you text/email within 24 hours outlining the precise action items you both agreed to.

2-Social (Events, Mixers & Happy Hours)

• • Honor the event: Be fully present—keep your phone away, wear appropriate attire, and respect the host’s theme or schedule.
  • Introduce them to someone you know: actively connect people in the room based on shared interests or complementary businesses.
  • 💡 Added Tip — The “Two-Minute Exit”: Master a graceful exit strategy so you don’t get stuck with one person all night (e.g., “I promised myself I’d meet three new people tonight, but let’s grab coffee next week!  Let’s schedule it now if it works for you”).
  • 💡 Added Tip — The Host Warm-Up: Find the event organizer first, thank them for hosting, and ask who they think you should talk to—they know everyone in the room.

3-Getting to Know You (Discovery & Relationship Building)

• Background: Ask about their origin story (“How did you end up doing this?”).  Be curious.
• Products / services:  Learn what they offer and what sets them apart from competitors
• Listen for triggers: Pay attention to pain points, life changes, or scaling issues that signal someone needs their help.
• Learn about them:  learn about their hobbies, interests, family, where they are from, etc
• Identify COIs: Find out who their ideal strategic referral partners are.
• Testimonials & Success Stories: Ask for a recent client win to understand the exact problem they solve.
• 💡 Tip — Ask: “What is an ideal client for you?”  “Tell me about a client or project you are working on right now?”   to get a crystal-clear picture of who to send their way.

• 💡 Added Tip — Note-Taking Habit: Immediately after the conversation, write down personal details (hobbies, kids’ names, favorite coffee) in your CRM or phone notes for future touchpoints.  We love the Mackay 66 questions