To Improve Engage Your Customers in Your Sales Call Planning


If you really want to achieve your objectives for your next sales call and make progress along the sales cycle, why not engage your customers in your plan for the meeting?

You won’t be giving anything away; your customers already know that you want to present a solution for their business problem. And here is what you stand to gain:

  1. Alignment on the purpose of the meeting
  2. Agreement on the agenda
  3. Optimization of your time together because the right people will be in the room with the right information to make decisions
Simply propose what you hope to achieve. If your customers agree, you are well on your way to a productive session. If they disagree, isn’t it far better to know ahead of time so you can adjust expectations and agree on what can actually be accomplished? Include your customers as you design the agenda and goals for your upcoming sales call. You will then be working toward the same end.

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