Meeting Prep

Meeting Prep

This guide will serve as a resource to help direct your discussion about meeting prep. This guide is in place to provide structure and guidance only. There is no expectation for you to review everything on this list at any set time; please use at your convenience.

Feel free to click on the links below to jump to the relevant section. Have a great conversation!

Discussion Questions

The following topics and questions are meant to provide a conversation guide for the Sales Rep to introduce their product and its features to the Emissary. Please don’t feel like you have to cover every question in detail (or at all). The goal is to provide sufficient background for the Emissary to help as much as they can.

  • Confirm meeting participants
  • Confirm meeting location 
  • If meeting is at target company’s office:
    • Do they have a parking lot / garage or would the client need to find street parking?
    • What should the client expect when navigating building security? 
  • What is the meeting dress code? 
  • Do the meeting participants appreciate refreshments (e.g. coffee, bagels, etc.)?
  • Who should the client anticipate will be included in this meeting (e.g. decision makers, departments, etc.)? 
  • Is it likely that this meeting will include members from one department or will it be a cross-functional team? 
  • Will the client need to present the same information to various stakeholders as the sales process progresses?
  • Confirm goals for the meeting
  • Does the client’s meeting goals align with the target organization’s goals? 
  • How can the client tailor their messaging to be aligned with the target audience’s goals?
  • Is it likely that the meeting participants will include an engineer / member of the IT organization in the meeting? 
  • Should the client bring a sales engineer to the meeting?
  • Should the client expect the meeting participants to ask questions about financing at this stage? 
  • For each of the people the client is speaking to at the target account,
    • What is their credibility in the organization? How was this credibility generated?
    • Are they seen as an innovator?
    • How risk-averse are they with vendors?
    • What was the last big project they delivered?
    • What was the last vendor that they brought into the organization?
    • How responsive are they to email?
    • How can I manage to get the answers and information that I need to make a sale?
    • What will make them comfortable with a decision?
    • How much do they need to be pushed and managed? How much will they want to control the situation?
  • Who should the client direct their messaging to?
  • Who should the client anticipate is going to be most and least receptive to the solution? Why?
  • What level of involvement should the client expect from the decision maker(s)?
  • Does the decision maker have a preference to certain solutions? 
  • What words / phrases should the client avoid using in messaging?
  • Which current customer should the client point to as an example?
  • What kind of ROI would be most attractive to the target company?
  • What kind of stories make the most impact in pitches or approaches at the target company? 
  • How do the following factors affect the impact of a case study: brand, size, innovativeness of program, industry, or size of customer?
  • Are there any companies that should definitely NOT be included in a case study?
  • Are there any vendors at the target organization that provides part of client’s product or similar products?
  • What is the best way to present this information to the decision makers?
  • What are pain points in the organization that could be addressed by the client’s product?
  • Are there initiatives that the target company wants to undertake but can’t due to structural limitations?
  • Are there areas where the company recognizes that they are behind the curve and want to improve?
  • What business units should the client work with?
  • How do the decision makers evaluate success? 
  • What are the main obstacles for the expansion of a product at the target organization?
  • What obstacles are associated with introducing new products to the target organization?