Preparing For A Sales Meeting? Do This

Written by Sean McPheat | Linkedin thumb

Businessman preparing meeting materialsHaving achieved the goal of setting a sales meeting with a customer or prospect, what would be the best way to ensure, as much as possible, its success?

Follow these five ideas in order to make sure you are fully prepared and confident when approaching the meeting:

1) Have a clear purpose

As the saying goes, if you have a big enough ‘why’ you can achieve any ‘how’.

By knowing what you are trying to achieve with the meeting, you have a much better chance of it going in the right direction.

It has to be specific and achievable.

Try to make it within your control too.

Having a purpose of ‘Get them to sign up for a year’s subscription for all their staff’ at the first meeting may not be the best objective to aim for, especially if you don’t know if your product would be right for their staff.

Have a goal that will be achievable dependent on the type of meeting and how far down the sales road you are with them.

2) Ensure all the logistics are taken care of

Make sure you know the basics, like the venue details, how long it will take you to get there, what the parking arrangements or train station details are, and the specific time you are expected.

Plus, who specifically will be at the meeting?

Can you find out some background about them on LinkedIn or other sites?

It may sound obvious, but you’d be surprised how many salespeople leave the logistical arrangements till the last minute and are then left panicking as the stresses of time pressures force last-minute alterations.

3) Prepare based on what you consider the customer’s concerns may be

You will no doubt have details about what the customer’s expectations will be from the meeting.

But what concerns might they bring up?

What differences are there between this customer’s needs and past client’s?

By preparing answers for these questions beforehand, you’ll feel more confident that you can cover issues during the meeting rather than having to go away and prepare more information later,

4) Ensure you’re prepared with for all possible contingencies

It’s never possible for you to be prepared for everything that may occur, but there are a few things you could look out for.

For example, make sure your battery on your laptop is charged, just in case there’s a problem with your power lead.

Have more items than necessary to give out at the meeting, just in case more people turn up.

In other words, expect the unexpected.

5) Confirm arrangements on the day

There have been many occasions where salespeople have travelled many miles, only for the meeting to have been cancelled that morning and you hadn’t checked your inbox!

A quick confirmation call to the stakeholder just before you leave is not only polite and professional, but could also save you a wasted trip.

Last-minute emergencies will always occur, but give yourself the confidence of being in touch with the meeting organiser, maybe giving them your mobile number just in case.

You can never be too over-prepared for things like that to happen.

By carrying out these ideas, you at least should feel a little more confident that the sales meeting will hit the objectives you have planned for.

Happy Selling!


Sean McPheat

Sean McPheat
Managing Director

MTD Sales Training 

450 sales questions free report

Updated on: 19 February, 2019

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