The War Room
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On the road again..

With things opening up again across the country, us sales savages will be back on the road soon. It’s been quite awhile since I was onsite, had a customer lunch, etc. (I am also newer to the field).


How do you run a sales meeting in person? Mainly thinking of lunches or out of office activities. When to bring up work, when to shoot the shit and so on...


would love to hear suggestions, helpful books, strategies, etc..


πŸ“ˆ Closing
🀝 Networking
πŸ‘₯ Social Selling
5
CoorsKing
WR Officer
+11
King of the Coors Knights
Guess it depends on how long you have, are you in a restaurant or did you bring lunch to them in the office? I normally reserve 10-15 minutes for pleasantries if meeting in a restaurant (assuming 1 hour meeting) but I feel it out. Some prospects just want to get down to business immediately, I let them dictate the flow to an extent.

Restaurant meetings are way less formal as well, so while we talk "business", it is a good time to dig into their personal motivations, not necessarily press on business topics.Β 

"why do YOU want this to succeed?"
CaneWolf
Politicker
+12
Call me what you want, just sign the damn contract
Also, if you're a drinker/they're drinkers, always great to schedule a happy hour after the meeting to loosen people up a bit. Bring lunch to the meeting and have the drinks afterward if that math works for you.
DadFather
Politicker
+5
Enterprise Account Executive
Drinks cure everythingΒ 
DadFather
Politicker
+5
Enterprise Account Executive
Great points! I normally let customers control the flow on Zoom (normally 2 minutes of BS then straight to business) so that makes sense to transfer to real life
Chep
WR Officer
+10
Business Development Team Lead
Same as Zoom, but with pants🀣
DadFather
Politicker
+5
Enterprise Account Executive
Hahaha good way to look at it πŸ˜‚
Tres
Politicker
+6
Account Executive
You can also ask for expectations/agenda via email beforehand so you have an idea of what they're looking for going into the lunch
DadFather
Politicker
+5
Enterprise Account Executive
Always! Good point
JuicyKlay
Politicker
+9
AM
with an agenda, then some visual aids, then next steps
Salespreuner
Big Shot
+11
Regional Sales Director
Zooming with better attire ✌️
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