The Center for Sales Strategy Blog

One of the most important, and often most fun, parts of the sales process is discovery meetings. These are often referred to as “needs analysis meetings,” and their main goal is to uncover the desired business results of the prospect or client.

The success of these meetings lies in both the setup and the execution.

It’s important to:

• Prepare yourself and the prospect or client by sharing an agenda and expectations for the meeting.
  
  
• Create psychological safety to help prospects and clients let their guard down and open up for a more honest discussion, whether in person or with a shared screen remotely.
  
  
• Master the art of asking questions to uncover key information.
  
  
• Use a Needs Analysis process to uncover desired business results, prioritize the most important needs first, and confirm next steps.

It takes a lot of work to get a first meeting with a prospect.

While connecting with a prospect and getting a meeting is a series of events and second chances, that’s not the case with your needs analysis or discovery meeting. The discovery meeting is your one chance to gather information critical to creating a proposal the prospect will be interested in purchasing.

Let’s look at seven signs that you might be doing your needs analysis wrong.

Have you ever met with a prospect for the first time and felt like the entire conversation was like pulling teeth?

Maybe they took a couple of calls or answered some urgent emails while you were waiting to ask your next question. Maybe you couldn’t meet in person, and you could sense they were distracted and not focused during the little time you had. 

In these situations, it's common to leave the appointment with little to no valuable information, no follow-up direction, and when you look at your notes it feels like a waste of your valuable time.

Not all first meetings go well, but you can prevent the train wreck first appointment with better pre-planning.

Most salespeople prepare very carefully for every client interaction. Your preparation will dictate whether you are granted face time for that first appointment (and subsequent appointments), and it will dictate how much information you are allowed to gather in a needs analysis meeting.

But the nature of sales often leads us to focus on our own objectives when preparing; we want the appointment, or we want to learn about a specific objective a client might have that we know can translate into a selling opportunity.

If your customer-focused approach is sincere, there is one question—a simple question that can be asked in a multitude of ways—that can help you gain even greater respect and revenue from this customer.

So, you've got the appointment for your Discover meeting. Good for you...now what? The Discover meeting is a critical part of the selling process, so “winging it” should never be your strategy. 

Most sellers understand that the goal of the Discover meeting is to uncover an urgent need that they can help solve, and then leave with an assignment. To accomplish this, you must ask great questions.

By “great” questions, I mean ones that: get the wheels turning inside their head, make them glad you asked, allow them to talk about what’s hot from their point of view, and make you seem valuable. Remember, every question you ask will either enhance or detract from your credibility.

Buyer-first mentality is simply defined as it’s a buyer’s world, and sellers are just living in it.

In the past, traditional sellers could easily come in and build a case because they were a superstar, had great product knowledge, and were able to support the buyer’s organization. In essence, they were selling what they could accomplish for the client without ever knowing anything about them.

Technically, those days are over now. Buyers expect you to know more about what their company is all about, what they do, and potentially what they’re trying to accomplish.

Getting that first appointment with a new business prospect is rarely an easy task.

In fact, there is usually a direct correlation between how long it takes to get an appointment and the spending potential of a prospect. Simply put, quality prospects take more time! 

Because so many hours are spent persuading a prospect to meet, it makes sense to get the most out of the meeting. World-class salespeople use the first appointment to uncover business challenges that lead to cash, instead of wasting the opportunity pitching, pitching, pitching. 

After getting comfortable and socializing a bit with the prospect during the opening minutes of the call, try the following steps to get the most out of the opportunity:

Costumes, Ghosts and Goblins, Spooky Spiders, and Candy are fun Halloween traditions. 

Each year, children dress up and go door-to-door, exclaiming “trick or treat” in hopes of getting a handful of candy to add to the stash they’ve already collected. To a child, there is no such thing as too much candy… in fact, the one with the most candy by the end of the night wins.

What’s interesting is while children give the choice… “trick or treat,” we all know that they don’t want to be tricked. All they really want is treats!  They want to be delighted with yummy, fun-to-eat candy.