Initial Contact
Meeting
Presentation
Initial Contact
Types
• Cold calls
• Cold emails
• Networking
• Inbound calls
• Inbound emails
• Website chat
• Social media
Structure
• 2 to 5 minutes
• 80% on prospect
• 20% on you
Goals
• Pre-Qualify
• Build interest in
talking more
• Close for meeting
Questions
• Pain
• Current
Environment
Initial Contact
Meeting
Presentation
Meeting
Types
• Appointment
• Online meeting
• Meet for coffee,
drink, food
• Extended cold call
• Meet at event
Structure
• 10 to 60 minutes
• 50% on prospect
• 50% on you
Goals
• Qualify
• Build interest in
learning about
your product
• Close for
Presentation
Questions
• Pain
• Current
Environment
• Qualifying
Initial Contact
Meeting
Presentation
Types
• Presentation
• Demonstration
• Proposal
• Quotation
• List of options
Structure
• 30 minutes to 2
hours
• 20% on prospect
• 80% on you
Goals
• Qualify
• Build interest in
purchasing your
product
• Close for purchase
Questions
• Pain
• Current
Environment
• Qualifying
• Closing
When to Have an Instant Meeting
• Your prospect is extremely difficult to get a hold of
• Your Initial Contact is a face-to-face conversation
• Your product is fairly simple
• Your prospect wants to move quickly
Why to Avoid Instant Meetings
• Get more time and attention
• Able to be more prepared
• Closing opportunity