3 Reminders for Successful First Sales Meetings

As you walk into your first meeting with a new prospect, rather than running through a long list the techniques you've learned in your head, relax and focus on just three ideas to set the stage for a great meeting.

I got this idea from playing golf. I am not a good golfer, but I definitely play better when I try not to think about the many, many interdependent parts of a golf swing, and the hundreds of tips and techniques I have learned and read over the years. If I can bring myself to focus on just two things – in my case, 1. keeping my head down, and 2. not swinging so hard! – then many other good things occur naturally in my swing, such as proper rotation, weight shift, follow through, and so on.

Similarly, there is a long list of techniques and devices said to contribute to the most successful sales meetings, especially when it is a first meeting. We’ve all been hearing about them for years. And like in golf, far too may to keep top of mind in the heat of the moment.

So, as you walk into your first meeting with a new prospect, rather than cramming your head with a thousand tips and tensing up, remember just these 3 truths. Doing so will unleash other sales best practices naturally, and produce a much better, naturally flowing meeting.

3 Things to Remind Yourself as You Walk into a First Sales Meeting

1. This is about them, and what they wish to accomplish; not your product or service. Resist urges and requests to “pitch.”
2. Build relationships by listening for individual goals of the people and generously offering your help any way possible, whether related to this project or not (referrals, content, etc.)
3. Interview/probe the prospect for information critical to the sale, rather than the other way around:
   What are the desired results of the project, or how they would define success?
   What is the decision-making process and who are the key people?
   What is being talked about in the C-Suite?

You may come up with one of your own reminders to add/edit to this list, which is perfectly fine if it works. Keep them on an index card in your briefcase, and glance over them a few times as you wait in the lobby, or as you ride up the elevator.

Meetings that are oriented to these principles are far more successful because:

• The client has ample time to share relevant information in detail.
• Obstacles to the sale are revealed to you.
• You instill in your prospect that your company is a trustworthy partner rather than simply a vendor.
• You can understand the business context and can focus your solution and messaging on business benefits and the client’s desired results.