Selling to Win

Managing the First Client Meeting

YOU'RE MEETING WITH a prospective client for the first time. Your only prior contact with the person has been a few emails and a brief telephone call. After introductions have been made and business cards exchanged, you pull out your laptop, fire up PowerPoint and start your sales pitch – regional offices, qualified team, services or products offered, etc… This scenario is played out time and time again when selling professional services. The problem is that a solution is being offered before there is an understanding of the prospective client’s business. Nothing good can come from this. Even if you propose the right solution, you may be missing out on a much bigger opportunity. Or worse, the solution you’re proposing may be wrong. As professionals we know the importance of understanding the client’s needs – we’ve read the books, attended seminars, participated in training, heard it from our managers. But this doesn’t stop us from offering a premature solution. The justifications (or excuses) are many. It’s a sales meeting and we’re expected to sell. The client wants to hear what we’ve got. I have to take every opportunity to sell.