The Four Mandatory Steps of Customer Meeting Preparation
Tuesday, December 2nd, 2008
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Imagine this scene. We’ve all been there. You’re in a customer meeting with six people from your company and two from the customer. Everything is going fairly well until the customer asks a question and everything goes quiet. You and your comrades start looking at each other with a “Do you have an answer to this?” look on your faces. It’s obvious to everyone that you don’t have an answer. As the Account Manager, you feel embarrassed.
“…[This step]…can be a little frightening because it makes us realize how fragile a sale can be.”
Four Sales Tips to Cure This Problem
After years of suffering through meetings like this, I formulated the following not-always-popular plan that eliminates the problem about 99% of the time. It increased my meeting effectiveness tremendously and I want to share it with you now in this sales blog.
Follow these four sales tips, in the order presented. The more important the customer meeting, the more important it is to make sure every step is covered.
1. If your company feels compelled to send a cast of thousands to every customer meeting, then eliminate some folks prior to the meeting. When you drag ten people into a customer meeting you aren’t going to be able to maintain control and the likelihood of a dumb answer being uttered by someone on your team skyrockets. Come on, if you can’t tell your story with a maximum of three people, there’s a problem.
This will not make some people at your company happy (i.e., those not selected). It will, however, make your customer more comfortable and the meeting will go more smoothly.
2. Prior to the customer meeting, sit all the participants down and ask the following question, “In what areas are our products or services weak compared to our competitors?” Oh yes I know, you’ve been told that you work for the biggest, best, strongest, best dressed and most intelligently run company in the known universe. But you don’t. No one does. You have weaknesses. Talk about them ahead of time and have smart answers ready for when your customer mentions them. Sure beats making things up on the run.
This is not politically correct at many companies because you’ve been told repeatedly by management how flawless and perfect everything is where you work. It isn’t. Go in prepared with good answers and look like you have a grasp on market realities to your customer. They’ll be impressed.
3. Prior to the meeting ask your group the following additional question, “What questions do we fear the customer may ask that could lose us this deal?” This is a scary exercise because the number of questions can grow rather large. Think like the customer, not as an Account Manager. It’s amazing how you can come up with solid answers for what first appear to be deal killer questions.
Some of these sales tips, especially this one, can be a little frightening because it makes us realize how fragile a sale can be. However, if we prepare intelligent answers to these tough customer questions we can weather the storm and come out on the other side with sails flying high.
4. Prior to the meeting (are you starting to see a trend here?), designate who from your group is going to answer the questions noted above. Challenge them to be an expert on their assigned question(s). Get them to use this sales blog, and others, for additional sales tips.
Sales Blog Epilogue
Now imagine this scene and observe how the above sales tips come together. You’re in a customer meeting with three people from your company and two from the customer. The customer says, “We read recently that your company came in last in a customer service satisfaction survey.”
You listen thoughtfully, turn to Bob (who is on your team) and say, “Bob, you were talking about this the other day (which is, in fact, the truth). Could you shed some light on this survey?”
“No problem. This survey was paid for by one of our competitors. Not surprisingly this particular competitor ranked number one in the survey…”
Bob, the designated hitter, just hit it out of the park. How? Preparation.
Further reading:
- For improved closing skills you need to drive for show and putt for dough.
- Four Sales Tips on Needless Customer Meetings
- Better Techniques for Using PowerPoint
- What are alternatives to PowerPoint?
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