Sales Strategy

🤝 7 New Ways to Rock Customer Meetings 🤝

Big meeting coming up? Stand out and make an unforgettable impression with these seven tactics...

May 21, 2022

🤝 7 New Ways to Rock Customer Meetings 🤝

Nick Mehta, CEO of Gainsight, was a recent guest on episode 24 of Gong's Reveal podcast. We think his advice, meant for the Quarterly Business Reviews, is so good that it'll impact any late-stage potential customer meeting or any current customer call involving many stakeholders.

Let's explore:

1. Segment the meeting time

Start with the customer's top goals in mind. Make sure to set an agenda that boldly caters to the senior-most leader on the call. What do they care about most?

Think company goals, business challenges, and long-term strategies. Before we talk about ourselves or show our product, engage the senior-most executive right off the bat.

2. Show benchmarking data

Most presentation slides get the 😴 emoji from customers. If we feel compelled to use them, prioritize one with benchmarking data. How does this potential prospect or current customer stack up to our other customers or competitors?

If getting that data is problematic, consider public sources like Glassdoor, LinkedIn, Product Hunt, G2, number of followers on social media, and earnings transcripts or 10-K reports from publicly-traded competitors. Consider a 2x2 matrix on this slide with X and Y variables tailored to our customers.

3. Skip intros (or do it efficiently)

Designate one person from both sides to do the intros. Arguably the biggest timesuck in a meeting when time is so precious, make sure we and our champions are the only two making concise intros across the teams.

Aim to finish in two or three minutes. This is a meeting, not a social.

4. Actively moderate chat in virtual meetings

Set up the chat option upfront. Chat works exceptionally well in calls with double-digit attendees where smaller or more specific questions should live.

And according to Mehta, "Never ask does anyone have any questions?" Nails on chalkboard, Nick. We couldn't agree more.

5. Uniquely break the ice

Who does our service or product help? Gainsight, a Software-as-a-Service customer success platform, opens up big customer calls by asking, "which customer success managers from your team would you like to recognize for doing a great job?"

It's a fun way to kickstart the call with positive recognition and get our customers talking about day-to-day challenges from people who might use our product or service.

6. Boldly ask for fit (and be ok with disagreement)

This tactic could be our favorite. Ask toward the end of the meeting with simple imagery like green/yellow/red if our prospect or customer agrees on fit. "Based on XYZ challenges and how our solution solves for that, we think you're green. Do you agree?"

Another example is asking, "On a scale of 1-10, how strong of a fit do you see?" Follow up with identifying what would make it a ten. When those pesky prospects say, "we need to digest everything first," consider saying, "yikes, 99% of our potential customers give us an honest number...guess that means we're a one!"

7. Consider real-time polling

Most virtual meeting software offers real-time polling. Think of using one for every 30 minutes of meeting time to stir attendees' emotions. Build questions like, "how many hours could be saved?" or "what does each bad customer or employee review cost the company?"

Be realistic with the options and ranges, and spend extra time where the answers spread across the spectrum.

Experiment with one or all seven on this list. We're confident these tips will help us stand out and make any crucial sales meeting more memorable.

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