1) Have a plan. It’s essential to have a plan for your call, even if it’s just a rough outline of some basic questions. It will give your conversation a direction and help you determine if there is a need for what you offer. Having some questions prepared in advance will also help you structure your call to find out some key factors:
- Are you speaking with a relevant decision maker or influencer, or is it someone with no authority or relevance? “Can you please tell how you’re involved with ____?”
- What is their current process? “How are you currently handling ____?”
- Is there pain? Is there a need or urgency for what you offer? “If you could fix ____, where would that fall on your list of priorities?”
- Is there a decision-making process or project yet – or not? If there IS one, what’s the timing of it? If there is NOT one, how would it get started? “Have you and your team discussed this, if and when it’ll be a priority? Who’d be involved in figuring that out or implementing it?”
- Have a best next step to suggest. “Usually teams like to see a demo next. At it, who should attend, so you can see it and decide in one go whether there’s something here or not?”
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