6. OPEN ABOUT US CLOSE
ABOUT YOU
This is more of a networking
meeting.
OPEN
• I am not sure if you need the help we provide.
• So our goal is just to to learn a little more about
you and for share a little information about us.
• That way we can keep each other in mind and
if it ever makes sense for us to talk in more
detail, we can reconnect at that point.
7. OPEN ABOUT US CLOSE
ABOUT YOU
• How is your day going so far?
• Where are you based? (if virtual appointment)
• [Ask a question regarding the weather, sports, recent current event, etc.]
• What is your role?
• How long have you been working here?
• What did you do before this?
• Where are you from?
• What do you like most about what you do?
• I know why I wanted to meet with you. Is there anything that motivated you to want to meet with
me?
• [Share agenda for meeting] Does that match up with your expectations for this meeting?
• Is there anything in particular that you are hoping to get out of this meeting?
• Do you have a hard stop for this meeting?
8. OPEN ABOUT US CLOSE
ABOUT YOU
Slide 1 – Our products and
services
Slide 2 – Our clients
ABOUT US
• Our products and services
• Improvements we can make (Benefits)
• How we differ (Differentiation)
• Some details about us (Interesting company
facts)
• Impacts of doing nothing (Pain Points)
• Customer examples (Name Drop)
9. OPEN ABOUT US CLOSE
ABOUT YOU
And I would like to learn more
about you.
What is your long-term goal?
Are you looking to add a CFO?
ABOUT YOU
• Pain questions
• Current state questions
• Desired state questions
• Organization questions
• Need to purchase questions
• Ability to purchase questions
• Authority to purchase questions
• Intent to purchase questions
10. OPEN
ABOUT YOU
CLOSE
ABOUT US
RECOMMENDED STRUCTURE
DISCOVERY
CLOSE
Current State Questions
Pain Questions
Desired State Questions
Current State Questions
Pain Questions
Desired State Questions
Need to Purchase
Ability to Purchase
Authority to Purchase
Intent to Purchase
Organization Questions
Mini Close
11. OPEN ABOUT US CLOSE
ABOUT YOU
Would it be OK if I check back in
with you down the road?
CLOSE
• What are your thoughts on what we have
discussed so far?
• What would you like to do next?
• What direction would you like to go form here?
• Do you want to continue talking about this?
• When would it make sense to talk again?
• What does the path forward look like?