How To Introduce Yourself To Client - How To Set Up Initial B2B Meeting

I’ve been an observer in countless meetings as a salesperson attempts to engage with a customer or prospect before understaning how to introduce yourself to client. When I talk about the salesperson, I’m talking about anyone that is trying to uncover a need so they can provide a solution to solve that problem. You may be a President, Business Owner, or CEO. In the context of this article, you are in sales. Now that we have that established, let’s get back to the meeting with the prospects/customer. As I’ve sat there listening and watching I’ve seen some unusual things that lead to confusion and a lack of clarity. This is why it's essential to understand how to introduce yourself to client so it guides and directs the conversation. The meeting will end and you will hear something to the effect of, “I appreciate you coming out today, how about giving me a call in a couple weeks.” The sales person reaches out to them and gets nothing but silence as the prospect doesn’t return their call or reply to their emails. The sales cycle goes longer than expected, the sales percentage goes down, and the salesperson and business miss out on key opportunities.

How To Introduce Yourself To Client

Watch my MasterClass on Mastery of Selling B2B for The Small Business to Master all aspects of the sales process - Not only will you understand how to introduce yourself to client, but you will know and understand the entire sales process.

How To Introduce Yourself To Client - continued...

To eliminate this problem you have to first start with knowing how to introduce yourself to client, you as the salesperson needs to guide and direct the conversation or frame the call like a conductor would direct an orchestra. When done right, it’s a beautiful thing. You come to the meeting whether online, on the phone, or in person needing to establish these four things.

1. Why the prospect is meeting with you (they are talking to you for a reason so ask them what they’d like to discuss before jumping into a deeper conversation). It’s amazing what you might uncover by simply asking them about their agenda.

2. Your purpose for the meeting. Incorporate their reason with your purpose and give an overview of what’s to be discussed which will give clarity for all involved. In addition, you will be the true professional guiding and directing the conversation from a position of authority.

3. Duration for the meeting. Ask them if they still have an hour to meet with you or you could be halfway through an epic meeting which is cut short, because of a hard stop announced by the prospect. Don’t miss out. Make sure there is time for everything to be discussed.

4. An agreement on what do after the meeting. A clear next step with a time and date that is scheduled on both of your calendars. Most people leave with… call me or I’ll get back to you on Monday. No! You need a clear future as stated above. Trust me on this and you’ll be amazed how the sales cycle is reduced.

How To Introduce Yourself To Client

Follow these steps and your sales cycle will shorten, you’ll uncover their challenges, and ultimately your sales will grow more than you could imagine.

How To Introduce Yourself To Client

See other videos:

How To Introduce Yourself To Client
How To Mesure Customer loyalty
Introduce yourself to the client
An effective introduction to client

Go Rock This Day!

Chaz -

[juliaevans]

The steps you outlined is just what I needed to hear as a freelancer who has great first appointments .... but struggles to remain in contact (personal clients, not business tho)

[FredaThomasL]

Love that last series, to ask permission to set a date to follow-up or the day of, establish from the start time at the end to wrap things up.

[srirams]

Lots of value in this video. Especially this is applicable to zoom meetings and its easy for the client to ghost the sales rep after collecting information and the quote. Its important for the sales rep to maintain the authority throughout.

[saitejapusarla]

Excellent, I gained a lot from it.But it would be really helpful if you could provide on How to initiate a phone conversation with someone who is interested in something, what we all need to do is gain their trust and get their appointment to meet?

[osaweseowiadolor]

• Is there anything they'd like to discuss
• Then talk about what you'd like to discuss while incorporating their agenda and have open ended questions
• Talk about how long the meeting is going to last ( are we still on track for an hour ) at the beginning of the meeting
• Be the authority, talk about how you'd want the meeting to end (at the end of this conversation you should talk about the understanding and a future)

[ferryirawan]

This is the most relevant content and answer my questions, good job sir

[rameshfromind]

Awesome! My suggestion is if you highlights those 4 points on screen while beginning or ending that would be great other than that everything is good to me. Thank you sharing😊

[ProfessorHeatherAustin]

Chaz, this was great. I learned a lot. Thanks for sharing!

[healthyvoicetips]

Excellent advice how to start a good business relationship. Thanks.

[Drostvideo]

Thx for sharing these great tips..definitely good reminder to do the research ahead of time and listen first

[Thinesh_Kumar]

Best Guidance to excel in the 1st meeting

[little_sky]

Thank you so much for this video! It really helped me understand my english sales assessment better!

[wealthprosperitygroup]

Inspiring info. Thanks for sharing Chaz!

[Carolinapanthersfan]

Great video! Very insightful, I implemented the strategies in this video and it has been proven successful

[rednegsnartevoli]

I love this Channel 💞
Thanks for uploading 👍
Greetings from Ireland 🎉

[yoyoli]

Hi, Chaz, Very good video, i had listened five times to learn more from your video.

[jakedurnin]

5 steps. Dream. Play. Give. Smile. Cherish. Done.

[ngkripss]

Thanks for the clear description… pretty useful for a rEcap ..

[birbirikos]

I find this information genuine! Are there any similar sources of information?

[hatimgadi]

I appreciate if you can repat the 1st and 2nd tips while starting 3rd