DadFather

Enterprise Account Executive

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..

📈 Closing

🤝 Networking

👥 Social Selling

15 comments

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CoorsKing

WR Officer

Retired 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.

"why do YOU want this to succeed?"

CaneWolf

Politicker

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

Enterprise Account Executive

Drinks cure everything

DadFather

Politicker

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

Bitcoin Adoption Specialist

Same as Zoom, but with pants🤣

DadFather

Politicker

Enterprise Account Executive

Hahaha good way to look at it 😂

Blackwargreymon

Politicker

MDR

Same as Zoom, but with pants

Clashingsoulsspell

Politicker

ISR

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

Tres

Politicker

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

Enterprise Account Executive

Always! Good point

JuicyKlay

Celebrated Contributor

with an agenda, then some visual aids, then next steps

Salespreuner

Big Shot

Regional Sales Director

Zooming with better attire ✌️

MR.StretchISR

Politicker

ISR

Mr.Floaty

Politicker

BDR

I don't know your situation but it makes sense to keep it close to the vest beyond what you've provided. My guess is 70/30 you're probably fine and there really isn't rush to get out.

Cyberjarre

Politicker

BDR

So many people are hiring. SO many people.

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DadFather

On the road again..

15 comments

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