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How to Work with Lucid Meetings

Meet with a member of our team. To make sure we make the most of our time together, please click the button to schedule your private call, then answer a few short questions so we can come prepared.

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What We Do

We are a meeting innovation company, specializing in making it easy for teams to run successful meetings every day.

We continuously seek great ways for teams to meet. We innovate to find meeting solutions for different kinds of teams doing different kinds of work in different environments. Our products and services deliver those solutions to clients.

Our clients engage us for:

  • Keynote addresses and team workshops
  • Meeting skills training
  • Meeting performance diagnostics and culture change programs
  • Custom workshop development and facilitation
  • Consulting and advisory services
  • Meeting management software

Our Process for Working with New Clients

We offer a range of self-serve products that individuals can purchase on their own. You can visit Meeting School to enroll in on-demand training. Register for a software account here.

For all other services, here’s our process.

Step 1: Introductory Call

In this short call, we’ll determine whether we’re a good fit for your needs. If we are, we’ll set up our next steps on this call. If not, we’ll try to point you towards someone who might be a better fit. Schedule an Introductory Call now.

Let's talk! Start here

Step 2: Capabilities Matching and Proposal Creation

In our next meeting, we’ll explore your needs and our capabilities in more detail. Then, we’ll draft a proposal together, so that we can eliminate surprises in the proposal process and avoid wasting time lost by sending material back and forth over email. Depending on how many people we involve, this step may require two or three conversations.

Step 3: Contract Creation and Procurement

Once we have an agreed-upon proposal, we’ll establish our formal business relationship by ensuring we’re set up with your procurement system, our MSA and SOWs are on file, and our initial invoice has been accepted for payment by your accounts receivable group.

For small companies, this process can take less than one day. Larger companies and government organizations typically take 4 to 10 weeks to onboard a new supplier.

Step 4: Planning

Once we have a working business agreement in place, it’s time to get to work! We’ll meet to confirm the success criteria, schedule, logistics, and any other details for our work together. From here out, we put all our attention on delivering the solutions your teams need.


Not ready to meet? Email the Lucid Team

We typically reply within one business day. Prefer to talk? Call us at +1 (877) 291-2384