The Center for Sales Strategy Blog

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.