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Meeting Tips

How to Run Introductory Meetings (+ Practical Examples)

January 23, 2024
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Min Read
Last updated
January 23, 2024
Arianna Rulli
How to Run Introductory Meetings (+ Practical Examples)
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Are you ready to turn a simple introduction into a lasting professional relationship?

Are you seeking effective ways to establish a connection with a new team or wondering how to set the right tone from the get-go?

These dilemmas are prevalent across various industries. In this blog, we'll delve into these questions and more, exploring practical solutions and insights.

What Is An Introductory Meeting?

An introductory meeting is an important gathering, particularly for managers getting to know their new teams, but its principles are equally applicable in a variety of other settings.

Often the first opportunity for individuals to meet, these meetings are essential in professional, social, or academic contexts for establishing new connections. This could be within a team, at a networking event, or in a one-on-one session with a potential client.

During these meetings, participants generally introduce themselves, discuss their backgrounds, and collectively determine the goals of the meeting. This process is pivotal in laying the foundation for effective communication and robust relationship building.

For managers and others alike, a successful introductory meeting hinges on setting a clear agenda, mastering the skill of active listening, and effectively establishing rapport.

Typically, these meetings last between 30 to 60 minutes, balancing thoroughness with efficiency to maximize productivity and engagement.

How to Conduct an Introductory Meeting

Successful introductory meetings are a blend of strategic planning and interpersonal skills. Central to this is active listening and demonstrating genuine interest, which are crucial in fostering personal connections and trust.

The success of these meetings hinges on more than just information exchange; it's about creating an environment of support and trust, paving the way for future collaborations and shared visions.

A brief overview for a productive meeting:

  1. Develop a detailed agenda that highlights critical discussion points and aligns expectations, ensuring a mutual understanding from the outset.
  2. Introduce yourself and sharing your professional information. Personal life details can enhance your relatability to the audience.
  3. Allocate time for questions and answers, clarifying any uncertainties for all participants.
  4. Follow-up steps are essential after an introductory meeting because they ensure relationship building with participants.

(1) Setting Clear Objectives and Creating an Agenda

Begin your introductory meeting by setting clear and specific goals, such as:

  • Articulate your expectations and vision: Whether it's to enhance strategy or apply your expertise to advance the company, make your purpose and long-term plans for the team clear.
  • For different contexts, share pertinent information: In business settings, discuss products or services, while job interviews might center around company values.

Documenting these objectives can effectively shape your presentation.

To ensure a focused and efficient discussion, organize the meeting with a detailed agenda. This preparation covers all essential topics and maintains the meeting's productivity.

(2) Introduce Yourself

Begin your introductory meeting with a personal touch by talking about yourself, even if you've met some attendees before. Start with your name, professional background, and experience in the industry.

Sharing personal details like your hometown, family, or hobbies can help you connect with your audience on a more personal level. A well-crafted introduction sets a positive tone, demonstrating confidence and engaging your audience.

In smaller meetings, encourage team members to introduce themselves, sharing both professional and personal information. This fosters a sense of community and helps everyone understand each other's roles and backgrounds.

Tips for Introducing Yourself:

  • Talk about your experience: When detailing your professional experience, go beyond just your last job title. Share the duration of your tenure with previous employers, key accomplishments, and how the skills you acquired there will contribute to your effectiveness as a manager.
  • Embrace authenticity: Being genuine in your introduction is essential. Express your true self by talking about your personal interests or unique experiences.
  • Smile: A smile can communicate confidence, positivity, and friendliness. Maintain a smiling demeanor to create a welcoming and confident atmosphere.
  • Keep eye contact: Establishing eye contact with each member of your team during the meeting can enhance trustworthiness and approachability.
  • Dress appropriately: Dressing professionally is crucial as it influences first impressions. Familiarize yourself with the company's dress code to ensure your attire is appropriate for the meeting.
  • Remain composed: While it's normal to feel nervous, appearing calm can boost your perceived confidence. Use techniques like speaking clearly and at an adequate volume to demonstrate composure.
  • Be mindful of your speech: Speak clearly and at a suitable volume, ensuring everyone understands you, especially if English isn't their first language. Adjust your speaking pace to be inclusive and understandable.

(3) Q&A

In your introductory meeting, allocate time for a Q&A session, a crucial step in ensuring clear communication and building rapport, especially in team meetings and client interactions.

Inform participants at the outset about this opportunity for queries, giving them ample time to prepare their questions.

When addressing these questions, practice active listening and seek clarification if needed, demonstrating your genuine interest and commitment.


Q: "With our current team size and the complex nature of the project, how do we plan to meet deadlines without sacrificing quality, especially considering potential tech compatibility issues with our older systems?"

A: "Great question. To manage workload and maintain quality, we're planning to outsource some tasks to specialized vendors. Regarding the tech compatibility, we're aware of the limitations and are initiating an upgrade to our existing systems to support the new project. We'll be forming a task force to tackle these specific challenges, and I encourage those interested in these areas to join and contribute to the planning and execution."

(4) Follow-Up Steps

As you conclude your introductory meeting, it's crucial to outline the subsequent steps, affirming the meeting's role as the foundation for ongoing collaboration.

Here are the essential steps:

  1. Express your intention to schedule individual meetings with team members, which will facilitate deeper connections and understanding.
  2. Share your contact details, inviting open communication for any further inquiries or discussions. A gesture of gratitude, combined with enthusiasm for future collaboration, leaves a lasting positive impression.
  3. Commit to following up with a detailed summary email or message. By recapping key points and agreed-upon actions, you will ensure that everyone is aligned and accountable. If time is limited for summarizing all the information, consider using Wudpecker to assist with its automatically AI-generated meeting notes.

Extra Tips

Begin your introductory meeting with engaging icebreakers to establish a relaxed atmosphere, promoting open communication and reducing any initial tension. This strategy enhances the effectiveness of future meetings and supports rapport building. For larger teams, brief icebreakers are ideal, followed by individual meetings for deeper connections.

For virtual settings, consider using interactive tools like digital whiteboards for collaborative activities or online quizzes related to team interests. These virtual icebreakers can be both fun and engaging, helping new team members feel welcomed and valued in their roles.

Such techniques are crucial in creating a welcoming atmosphere and ensuring open lines of communication, which are key to successful team management.

Practical Examples of Virtual Icebreakers and Interactive Tools

1. Two Truths and a Lie: Each participant states two true facts and one false fact about themselves, and others guess which is the lie. This can be done via video conference, with participants typing their guesses in the chat.

2. Online Polls and Quizzes: Use tools like Google Forms or Slido to create fun quizzes related to your industry, the company, or general trivia. This keeps attendees engaged, ideal for creating a relaxed atmosphere.

3. Photo Sharing: Ask team members to share a photo of their workspace, pet, or favorite travel destination and briefly talk about it. This personalizes the experience, helping in establishing connections.

4. Interactive Whiteboards: Platforms like Miro or Jamboard facilitates collaboration and effective communication on projects and ideas using real-time digital whiteboard, brainstorming ideas or mapping out plans together.

These activities not only break the ice but also help in building rapport and easing into more formal meeting agendas.


Mastering the art of the introductory meeting is essential for fostering effective communication and strong professional relationships.

By setting clear goals, engaging in active listening, and employing innovative techniques, you lay the groundwork for successful collaborations and team dynamics.

Remember, the key to a productive introductory meeting lies in preparation, authenticity, and the ability to connect with your audience.

By following the strategies outlined in this blog, you're well-equipped to lead meetings that not only achieve their objectives but also build a foundation for future success.

Let your introductory meeting be the first step towards a journey of impactful and meaningful professional interactions.


How do you prepare for an introductory meeting?

Preparing for an introductory meeting involves several steps:

  1. Start by setting clear objectives and crafting a detailed meeting agenda.
  2. Understand the background of the attendees, whether it's a team meeting, one-on-one, or a meeting with a potential client.
  3. Prepare talking points relevant to the meeting goal, focusing on building relationships and effective communication.

What do you talk about in an introduction meeting?

In an introductory meeting, topics are about discussing your role, experience, and background, and inviting others to do the same to establish rapport. Cover the meeting agenda, focusing on specific projects or goals, and encourage active listening and genuine interest to understand each attendee's perspective.

What is called as introductory session?

An introductory session, or introductory meeting, is the initial meeting aimed at getting acquainted, sharing information, and setting expectations for future interactions. It's essential for establishing personal connections and aligning the team or participants.

Is it introduction or introductory session?

An introduction refers to the act of presenting oneself or others, while an introductory session is the entire meeting or event where introductions and initial discussions take place. An introductory session is more comprehensive and may include various activities to build trust and find common ground.

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Introductory Meeting Agenda Template

Date: [Insert Date]

Time: [Insert Time]

Location: [Insert Location or Virtual Meeting Link]

Duration: [Insert Expected Duration]

Opening Remarks (5 Minutes)

  • Greet participants.
  • Summarize the meeting's purpose and establishing basic guidelines.

Introduce Yourself (20 Minutes)

  • Take time to introduce yourself, sharing your name, role in the organization, and a brief professional background.
  • Encourage the sharing of an interesting personal fact or hobby to foster a more relaxed and personal atmosphere.

Q&A (5 Minutes)

  • Open the floor to any questions participants might have about the meeting's content, objectives, or any organizational updates.
  • If time allows, address individual questions or concerns.

Follow-up Steps (10 Minutes)

  • Recap the main points of the meeting and any important information shared during introductions.
  • Provide information on ways to stay connected, such as contact details, team communication channels, or scheduling tools.
How to Run Introductory Meetings (+ Practical Examples)
Min Read
How to Run Introductory Meetings (+ Practical Examples)
Min Read
How to Run Introductory Meetings (+ Practical Examples)
Min Read