8 tips to prepare for a Sales Meeting

August 15, 2011 by fiona Uncategorized / 2 Comments

Preparing to meet a new Client:

Ever been to meet a new client and walked away thinking “ That did not go so well”

If so think about the preparation time you put into the meeting.

I recently took a look at what I need to prepare to meet a new client at their business.

Here is my cheat sheet you are welcome to use:

New Client Meeting Prep

1. Look up their website and read up on their business, take note of any special achievements or industry specifics ( make a note of them)
2. Look up the address on google maps and put the link in my outlook meeting invite notes  – If unfamiliar with the area look up the nearest motorway exits and direct route.
3. Fill in a client contact form using the email , phone physical & postal address.
4. Call anyone I know who might have done business with the client to get more information – for example: “where they a prompt with payment or did they present any other challenges ?”
5. Ensure bag is stocked with lots of business cards and small  promotional gifts to leave behind.
6. Confirm the appointment the day before if it is an early morning meeting or first thing in the morning if it is an afternoon meeting.
7. Have pen & paper ready to take notes and laptop loaded with examples that are relevant to the clients needs
8. Put on a smile and leave 20 mins early to allow myself a window of breathing space.

Happy selling

Fiona