What rules cover meetings?

Appointments are necessary and should be made as far in advance as possible.

. It may be difficult to arrange meetings with senior level managers on short notice, although you may be able to do so with lower-level managers.

. It is often difficult to schedule meetings from mid December to mid January or the two weeks surrounding Easter, as these are prime vacation times.

. Personal relationships are important. The initial meeting is often used to establish a personal rapport and to determine if you are trustworthy.

. After a meeting, send a letter summarizing what was decided and the next steps.