How do I prepare for a client meeting?

prepare for client meeting
Meeting – Photo by pexels-sora-shimazaki-5668857

Ready to Win?

You’re preparing for a pitch with a potential customer, but are you sure you both have the same outcome in mind and are you ready to win?

You need to be clear on what you’re going to ask, what you’re going to say and how you’re going to handle any questions you’re asked (you will be asked questions!)

In today’s episode, we’re going to give you three key questions to ask, so your prospect meeting (or pitch) is set up for success. Check out the episode now!

Listen to the episode now


You need to qualify your meetings so you don’t waste time, resources and energy on leads which lead to nowhere …

Just bring it

Great News! The prospect does want to meet you (and your team)

Bad News! You are not the only training business vying for the contract.

You don’t want to gift anything of material valuable in case that gives the wrong impression.

You also don’t want to bring pens, and drives and other disposable fun ‘knick-knacks’.
(This is a pitch, not a party)

You need to bring three gifts. The first of these is the gift of understanding. But what does that mean?

It means that you can prove that:

  1. You understand their business model
  2. You understand their challenges and their needs.
  3. You understand their competition.
  4. You understand their products and services.
  5. You understand their value-proposition.
  6. You have done your research and you can talk confidently about their world.
  7. You understand what they want and don’t want… and why

(Now, you deserve your place at the table)

So what else is going to ensure that you get the business and not your competition..?

Take-aways you don’t want to miss

  • Which are the four stages of preparing for a client meeting
  • Which questions serve as a safety-check saving time and energy
  • How to open a client meeting effectively
  • Why 3 is the magic number in your pitch
  • What do most people not do at the end of a pitch
  • How to not screw-up a team presentation
  • How long to stay and when to go
  • What to do if a prospect fails to show or delays you
  • How a value-driven ‘drip-campaign’ can make all the difference

Some helpful resources for you

Oren Klaff – Pitch Anything: An innovative Method for Winning the Deal
Amy Cuddy – Presence: Bringing your Boldest Self to Your Biggest Challenges

Listen to the episode now


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