first appointment with potential customer

fansup

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Aug 7, 2008
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I have decided to try and start my own business and this week I have my first appointment with a possible customer and quite a large and professional one with that
I have tried to find a book on how to plan or agenda this appointment but to no real help, so I turn to you professionals out there

Overview, I am meeting possible customer and I will aim to provide a service to the customer's clients, which they are not providing that service at the moment.
At the moment my planning is as follows
1) Thank customer for time seeing me
2) Talk about the idea and service
3) Talk about the customer
4) Talk about how this product would help the customer

Anything else please?
And any advice would be welcome
Thanks
 
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slmgardening

Free Member
Jun 5, 2011
68
28
I have decided to try and start my own business and this week I have my first appointment with a possible customer and quite a large and professional one with that
I have tried to find a book on how to plan or agenda this appointment but to no real help, so I turn to you professionals out there

Overview, I am meeting possible customer and I will aim to provide a service to the customer’s clients, which they are not providing that service at the moment.
At the moment my planning is as follows
1) Thank customer for time seeing me
2) Talk about the idea and service
3) Talk about the customer
4) Talk about how this product would help the customer

Anything else please?
And any advice would be welcome
Thanks

Go in, tell them what you have to offer, explain how great you are, tell them how it will them. Then tell them how much you cost. If they don't seem keen knock the price down a bit.

Generally go in there thinking you have the most amazing stuff in the world.
 
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slmgardening

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Jun 5, 2011
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But dont let them beat the crap out of you!

You have to know that your product is worth what your'e asking.

Agreed. Infact if something is too cheap I want to know why! However as a new company they want they work! I know I do! Also if you are busy it gives the impression you are good. Thats why whenever a client wants me to come and quote a job I say I can come the next day or at lunch time, or in the evening, even if I am sitting at home doing nothing!

Finally. Just don't go on about being new. Everyone is new when you are using them for the first time.

What type of business is the OP?
 
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slmgardening

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Jun 5, 2011
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LISTEN to the client and show that you have listened by going over what they have said. I know it sounds like common sense but I have seen so many people get so carried away with what they are selling, that the client has had to tell them they haven't been listening.:eek:

I agree to a point. However I have just had the opposite happen in an amazing way.

I went to a local supplier wanting to buy some trousers and look at some machinery. Went in looked, was asked if I could be helped by the local manager. Told him I was interested but didn't need a machine quite as powerful as what he had on the shop floor (this is an industry store so not like tesco's or b&q). I told him what I did. And he told me I should only be interested in what was out! Then without me asking he went to the computer and knocked down the price to less than the more powerful machine!

And I didn't even have to tell him that I was a business customer. Once I had said who told me to come here, he was able to work it out.

End result. I spent about 10 times as much as I was going to. He got the sale. And I am delighted.
 
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fansup

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Aug 7, 2008
109
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Ok thanks everyone

My intentions was to be myself, thank for the time, talk about the product/ service, explain the product/service and how I think it would suit both the customer and its customers and it is something which I would like supply to them, see if we can do business

the op is sport related, the customer is a football club.
 
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slmgardening

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Jun 5, 2011
68
28
Ok thanks everyone

My intentions was to be myself, thank for the time, talk about the product/ service, explain the product/service and how I think it would suit both the customer and its customers and it is something which I would like supply to them, see if we can do business

the op is sport related, the customer is a football club.

Nice! When you are done, let me know how it goes. Also if you don't get the work ask why? It can give you some tips to improve what your doing!
 
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estwig

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Ok thanks everyone

My intentions was to be myself, thank for the time, talk about the product/ service, explain the product/service and how I think it would suit both the customer and its customers and it is something which I would like supply to them, see if we can do business

the op is sport related, the customer is a football club.

Have you not listened??

Too much talk about yourself. Listen to your customers problems, then tailor your product to offer a solution to those problems.

Don't tell them what you can do and how great you are, no one cares. People care about finding solutions to their problems and you need to find out what those problems are.
 
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fansup

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Aug 7, 2008
109
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Nice! When you are done, let me know how it goes. Also if you don't get the work ask why? It can give you some tips to improve what your doing!

Thanks again for the advice, To be honest I am confident about the product, I also have examples to show them as it is quite difficult to explain on phone or by email.

However I am more worried about them deciding to not use me, but to use my idea and go in house.
 
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fansup

Free Member
Aug 7, 2008
109
4
Have you not listened??

Too much talk about yourself. Listen to your customers problems, then tailor your product to offer a solution to those problems.

Don't tell them what you can do and how great you are, no one cares. People care about finding solutions to their problems and you need to find out what those problems are.

Maybe I have not listened enough, this is the reason I am asking on here first

Maybe I will look to say,

1) Do you need more money (answer should be yes, normally is)
2) Ask why are you not offer this (the service/product which they do not provide to its customers)
3) Do you think it would it be a good service/product to supply your customers
4) would you consider it please
5) can we do some business please
 
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slmgardening

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Jun 5, 2011
68
28
Maybe I have not listened enough, this is the reason I am asking on here first

Maybe I will look to say,

1) Do you need more money (answer should be yes, normally is)
2) Ask why are you not offer this (the service/product which they do not provide to its customers)
3) Do you think it would it be a good service/product to supply your customers
4) would you consider it please
5) can we do some business please

This is all a bit mistical. What exactly are you selling? I know you want to keep it a secret, but it's unlikely you are the first person to ever think of it. And if you tell us we might be able to give some more advice.

If you have a meeting you have overcame the biggest obstical. Just tell them what you are offerering and tell them how much. People don't want to be dogger down in nonsense, they want to have you in and out as soon as possible!
 
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I have decided to try and start my own business and this week I have my first appointment with a possible customer and quite a large and professional one

Ok.......

Before you go any further, you mention that you have decided to 'TRY' and start your own business.
Have you started a company or not?

lets say this appointment goes really well and Mr Prospect says 'Yeah, love it i want to go ahead now' if you have not got a business yet or a company you are then completely stumped - so before you go there trying to sell anything you should really have things in place for all eventualities.

Its not the end of the world if you haven't done this yet but i would certainly make him aware of this straight away, you can treat the meeting in more of a fact finding or 'i have an idea that i think will work well alongside your offering' kind of way.

if you do have the infrastructure in place to accept business now then your appointment should go roughly as follows;

1) getting accepted (usually the hand shake stage and some small talk)this should perhaps only take seconds.

2) once you have sat down you might find that they start talking early on about why you are there - this can sometimes send things out of sync more than likely meaning you will miss something. As early as possible you need to make some sort of statement to grab his interest. i always use this section to make reference to a LOCAL or well know customer that has made either an efficiency saving or cost saving by using our services - it needs to be something that makes him want to know more. As you are a brand new company you will have to come up with something yourself that you know will attract interest.

3) you then need to say;
'before i go into detail about what i do (or can offer) i wonder if i could ask a little more about your current situation so that i understand everything (or that i don't misunderstand) how we might be able to work together'

this will involve either them giving you all the info you need without much provocation or (more than likely) you asking some prepared questions. This is critical; you need to think hard before you go into the meeting about EVERYTHING you would like to know about this area of their business and make sure you cover it all in your list of questions.

Once they have covered everything and you have taken note of everything (the note taking is very important A for you and B so that they see you are trying to get all the information) people like efficient business meetings - it makes them feel like they are going to go away and do what they say based on the meeting itself rather than anything generic.

4) this is where you get to SELL, tell them all about what you do, your experience, how much it will save them, how much it will make them, what you can do that they don't already do - how having you on board as a business partner will add value to their current operation.
This is where the true selling comes into its own; make your sell tailored to the answers they gave earlier; listen for their pains and problems and if your solution gives a solution s to these then make sure you highlight this, point out that you can make a difference.

5) once you have finished telling them all about you and what you can do, asked them what they think, ask them if this is something that they think might be useful to them. if you get a YES then great, if you get a NO then ask why ask if you covered all of their points and provided solution to problems for them - if they come up with an objection that you can recover or provide acceptable answers to this should in some way steer you towards getting the yes that you didn't get earlier.

6) once you get the yes, put the ball in their court by asking; whats the best way to move forward on this' - hopefully they will give you some indication of what they have to do in order to do business with you or suggest booking another meeting, perhaps they might give you information to take away to prepare a quote or proposal - this is what you need to finally seal the business.




The above is a kind of standardised structured way of selling that been around for years; people adapt this to what works for them - some appointments will be totally dictated by the other person, some will last 5 minutes, some people will not want to tell you anything and only sit there whilst you talk - i have even been in the chair and been told within 3 seconds ' right sell to me'!!!!
All this info gives you is an insight as to how to get the most prom each meeting if allowed to. the main thing to remember though is DON'T sound like a salesman, all the above can be done in a non sales, conversational way that makes it come across as more of a chat rather than a SELL (if rehearsed and practised enough)

Hope this is of some use.

Good luck
 
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slmgardening

Free Member
Jun 5, 2011
68
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Ok.......

Before you go any further, you mention that you have decided to 'TRY' and start your own business.
Have you started a company or not?

lets say this appointment goes really well and Mr Prospect says 'Yeah, love it i want to go ahead now' if you have not got a business yet or a company you are then completely stumped - so before you go there trying to sell anything you should really have things in place for all eventualities.

Its not the end of the world if you haven't done this yet but i would certainly make him aware of this straight away, you can treat the meeting in more of a fact finding or 'i have an idea that i think will work well alongside your offering' kind of way.

if you do have the infrastructure in place to accept business now then your appointment should go roughly as follows;

1) getting accepted (usually the hand shake stage and some small talk)this should perhaps only take seconds.

2) once you have sat down you might find that they start talking early on about why you are there - this can sometimes send things out of sync more than likely meaning you will miss something. As early as possible you need to make some sort of statement to grab his interest. i always use this section to make reference to a LOCAL or well know customer that has made either an efficiency saving or cost saving by using our services - it needs to be something that makes him want to know more. As you are a brand new company you will have to come up with something yourself that you know will attract interest.

3) you then need to say;
'before i go into detail about what i do (or can offer) i wonder if i could ask a little more about your current situation so that i understand everything (or that i don't misunderstand) how we might be able to work together'

this will involve either them giving you all the info you need without much provocation or (more than likely) you asking some prepared questions. This is critical; you need to think hard before you go into the meeting about EVERYTHING you would like to know about this area of their business and make sure you cover it all in your list of questions.

Once they have covered everything and you have taken note of everything (the note taking is very important A for you and B so that they see you are trying to get all the information) people like efficient business meetings - it makes them feel like they are going to go away and do what they say based on the meeting itself rather than anything generic.

4) this is where you get to SELL, tell them all about what you do, your experience, how much it will save them, how much it will make them, what you can do that they don't already do - how having you on board as a business partner will add value to their current operation.
This is where the true selling comes into its own; make your sell tailored to the answers they gave earlier; listen for their pains and problems and if your solution gives a solution s to these then make sure you highlight this, point out that you can make a difference.

5) once you have finished telling them all about you and what you can do, asked them what they think, ask them if this is something that they think might be useful to them. if you get a YES then great, if you get a NO then ask why ask if you covered all of their points and provided solution to problems for them - if they come up with an objection that you can recover or provide acceptable answers to this should in some way steer you towards getting the yes that you didn't get earlier.

6) once you get the yes, put the ball in their court by asking; whats the best way to move forward on this' - hopefully they will give you some indication of what they have to do in order to do business with you or suggest booking another meeting, perhaps they might give you information to take away to prepare a quote or proposal - this is what you need to finally seal the business.




The above is a kind of standardised structured way of selling that been around for years; people adapt this to what works for them - some appointments will be totally dictated by the other person, some will last 5 minutes, some people will not want to tell you anything and only sit there whilst you talk - i have even been in the chair and been told within 3 seconds ' right sell to me'!!!!
All this info gives you is an insight as to how to get the most prom each meeting if allowed to. the main thing to remember though is DON'T sound like a salesman, all the above can be done in a non sales, conversational way that makes it come across as more of a chat rather than a SELL (if rehearsed and practised enough)

Hope this is of some use.

Good luck

You give some fantastic advice... But I do have one question. What do you mean by start a business? Just because you don't have a business account doesnt mean you don't have one. Just because you arnt incorporated doesnt mean you dont have a business. You have 3 months to tell HMRC that you are self employed!

There is NO WAY i'd tell a customer that it was just an idea and that I wasn't ready to go yet. Tell them your the real deal and get everything together afterwards!
 
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fansup

Free Member
Aug 7, 2008
109
4
Ok.......

Before you go any further, you mention that you have decided to 'TRY' and start your own business.
Have you started a company or not?

lets say this appointment goes really well and Mr Prospect says 'Yeah, love it i want to go ahead now' if you have not got a business yet or a company you are then completely stumped - so before you go there trying to sell anything you should really have things in place for all eventualities.

Its not the end of the world if you haven't done this yet but i would certainly make him aware of this straight away, you can treat the meeting in more of a fact finding or 'i have an idea that i think will work well alongside your offering' kind of way.

if you do have the infrastructure in place to accept business now then your appointment should go roughly as follows;

1) getting accepted (usually the hand shake stage and some small talk)this should perhaps only take seconds.

2) once you have sat down you might find that they start talking early on about why you are there - this can sometimes send things out of sync more than likely meaning you will miss something. As early as possible you need to make some sort of statement to grab his interest. i always use this section to make reference to a LOCAL or well know customer that has made either an efficiency saving or cost saving by using our services - it needs to be something that makes him want to know more. As you are a brand new company you will have to come up with something yourself that you know will attract interest.

3) you then need to say;
'before i go into detail about what i do (or can offer) i wonder if i could ask a little more about your current situation so that i understand everything (or that i don't misunderstand) how we might be able to work together'

this will involve either them giving you all the info you need without much provocation or (more than likely) you asking some prepared questions. This is critical; you need to think hard before you go into the meeting about EVERYTHING you would like to know about this area of their business and make sure you cover it all in your list of questions.

Once they have covered everything and you have taken note of everything (the note taking is very important A for you and B so that they see you are trying to get all the information) people like efficient business meetings - it makes them feel like they are going to go away and do what they say based on the meeting itself rather than anything generic.

4) this is where you get to SELL, tell them all about what you do, your experience, how much it will save them, how much it will make them, what you can do that they don't already do - how having you on board as a business partner will add value to their current operation.
This is where the true selling comes into its own; make your sell tailored to the answers they gave earlier; listen for their pains and problems and if your solution gives a solution s to these then make sure you highlight this, point out that you can make a difference.

5) once you have finished telling them all about you and what you can do, asked them what they think, ask them if this is something that they think might be useful to them. if you get a YES then great, if you get a NO then ask why ask if you covered all of their points and provided solution to problems for them - if they come up with an objection that you can recover or provide acceptable answers to this should in some way steer you towards getting the yes that you didn't get earlier.

6) once you get the yes, put the ball in their court by asking; whats the best way to move forward on this' - hopefully they will give you some indication of what they have to do in order to do business with you or suggest booking another meeting, perhaps they might give you information to take away to prepare a quote or proposal - this is what you need to finally seal the business.




The above is a kind of standardised structured way of selling that been around for years; people adapt this to what works for them - some appointments will be totally dictated by the other person, some will last 5 minutes, some people will not want to tell you anything and only sit there whilst you talk - i have even been in the chair and been told within 3 seconds ' right sell to me'!!!!
All this info gives you is an insight as to how to get the most prom each meeting if allowed to. the main thing to remember though is DON'T sound like a salesman, all the above can be done in a non sales, conversational way that makes it come across as more of a chat rather than a SELL (if rehearsed and practised enough)

Hope this is of some use.

Good luck

Thanks, just what i was after, now I have some sort of structure to work against at the appointment.

ps, I do not have a company yet and they already know this from our earlier communications when making the appointment.
 
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Glad it helped.

in answer to the question re starting a business, you are indeed correct that you have a period to tell HMRC about any legal transactions and their tax implication but........what about your insurance, trade associations, means of invoicing, business cards, letterheads.....

The list goes on; its just the basics that you will need to have in place to begin to LOOK like you know and mean business.

Marvin
 
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