What’s Your Meeting Strategy?

Last updated on March 21, 2019

What’s Your Meeting Strategy?

Are you making a strong enough impression when you meet with potential clients?

If you’re not seeing the results you’d like, it might be time to revisit your strategy.

When preparing for a meeting, think in 3 stages: before, during, and after.

Stage 1: Before

  • Once you’ve scheduled the meeting, send something in advance. Email a link to your website or send a digital brochure! This gives the client a chance to familiarize themselves with you and your business – you’ll make a strong first impression without even being in the room!

Stage 2: During

  • While meeting, be sure you’re giving clear, concise information and address all the client’s questions/concerns. Take your marketing kit: well-designed information you can leave behind. This should be a brochure, flyer, or folder that outlines what your company offers, has a price list, and includes positive testimonials. Also be sure to leave a business card (ideally, this would match whatever you leave with them, creating a strong brand identity). This way, they have materials that sum up your sales message and provide comprehensive information if they have questions after your meeting.

Stage 3: After

  • Follow-up builds consistent relationships. Always send a thank-you note (preferably on your company’s official stationary, again keeping with your brand identity). In your “thank-you” be sure to highlight a few points that were discussed in the meeting. State how enthusiastic you are about helping that particular client with their particular problem. This says to them that you are a good listener, and that you’re considerate enough to thank them for their time.

Stage 3, continued…

  • Sometimes you have to be a little more persistent with your follow-up in order to get a response. If your thank-you note doesn’t elicit a reply, send another quick note and include additional informational materials (like a postcard or flyer) to jog their memory.
  • Occasionally, a small thank-you note isn’t enough. After meeting with a sales rep who bring you business, a peer in your industry, or a loyal customer who is continuing to do business with you, sending a small token of appreciation often makes a huge impact. Promotional items are great for this: a nice pen, coffee mug, frisbee, etc. – something fun or useful that comes in your company’s colors and has your logo printed on it.

Sticking to a 3-part strategy ensures that your company becomes a recognizable source for solutions to your clients’ problems. Of course, having some slick-looking marketing materials doesn’t hurt! It’s all about consistency: consistent contact, consistent branding, consistent exposure.

Now get out there and maximize your impact!

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Jennifer Ray
Jennifer Ray
Jennifer Ray is the creative director and founder of Redwood. She is an expert at custom web design, WordPress development, digital marketing, UX design, local SEO, branding & graphic design. With 20 years of experience, Jennifer brings an unmatched level of expertise to her clients in the Raleigh & Wake Forest area.