What preparation do we need to do before a sales meeting?
To be prepared and maximise the chances of success, follow these straightforward steps:
Confirm the meeting, including who is to attend.
Clarify expectations for the meeting (for example, format and agenda).
Do your homework on the company and its industry.
Research the person(s) you are meeting (for example, role and background).
Prepare relevant customer stories and insights.
Prepare a list of questions to ask.
Prepare answers to questions and objections you will be asked.
Pack sales aids (for example, reference letters or financial statements).
Decide what you want the buyer to think, say and do after meeting.
Consider the next step for both parties.