4 Actionable Steps After An Online Meeting

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After a successful online meeting with a C-suite, it is time to keep on working towards your business development goals. If you think that once the meeting has taken place then there is nothing left to do, think again! Pair your prospects with proper follow-up(s) and you’ll increase your chances of success.

A well-planned follow up not only complements your initial success from the meeting but also paves the way for subsequent actions. Check these 4 actionable steps that you can take to successfully follow-up with a prospect after a meeting at an online space.

1. Meet with your team

Within the next 24 hours after a successful online meeting has occurred, you need to discuss with your team. Take time to review everyone’s notes and group them into themes. The main strategy of B2B sales is prioritizing each theme and analyzing how they connect with the C-suite’s objectives.

Together, you should create a list of the themes you created. Organize them according to the C-suite’s priorities or timeline-based. Determine who will be responsible for what within your organization and when it can be delivered.

This online meeting will also allow you and your team to exchange feedback for future internal sales meetings. There is always room for improvement and learning.

2. Send a note or email to the C-suite you networked with

 

CEOs are human beings, and therefore are, in a way, just like you — they’ve just had a different set of experiences in their careers”, Polly Sumner, Chief Adoption Officer, Salesforce.

 

Immediately after discussing with your team, it is vital to contact the C-suite you networked with. Particularly in B2B sales, this is something that should also take place within the next 24 hours after your online meeting with the prospect and it can be something as simple as a note or an email. 

Start this communication by reminding them who you are and what you have talked about briefly. Then, thank them for their time, support, and/or participation. Continue with the list of themes that you developed and organized with your team. Include also who will be responsible for each of the tasks and follow-ups on your side and ask who will respond from their team, if you do not know already.

You can close the email or note with a commitment to deliver the status of each theme, as you previously discussed privately with your team. Thank the C-suite again and send it.

Be careful not to make the email or note too casual and with a lack of focus. Consider the client’s needs and be as concise as possible.

3. Be prepared to meet again soon

Even if you’re a novice at B2B sales meetings, it’s always better to be prepared. Whether it is for following up on the project or discussing new ideas, conditions, or details, a new meeting could likely happen at any time. 

Therefore, it is important to make sure that you know all of the intricate details of the project you are discussing, its status, and any other information that can be useful. Having all of the data will make you look very professional and it will also show respect for the C-suite’s time.

 

4. Connect on LinkedIn

After you send the follow-up email, do connect with the client on LinkedIn (if you haven’t already). This will allow you to further strengthen your professional relationship. 

Contacting and meeting constantly with C-suite executives may seem intimidating at first, but it is something that requires practice. If you prepare well and do a proper and professional follow-up after an online meeting, the chances for success increase. Take every opportunity as a lesson for both your personal and professional journey and always do your best.

I do the very best I know how – the very best I can; and I mean to keep on doing so until the end– Abraham Lincoln.

How To Find C-Suite Prospects Online

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Sales and marketing professionals often deal with clients and their representatives who, more often than not, have little decision power. And after all the negotiations and verbal agreements, you hear them say that they’ll need some time to present the deal to their supervisors.

And then there are moments when you lose the contact and end up having to start from scratch, which can be extremely frustrating. Going through the motions of finding that contact again can cost you precious time that could have been better spent on getting another client.

This is why it’s important to be able to quickly identify and prospect the right C-suite executive, thus improving your chances of sealing the deal.

 

Prospecting Top-Level Clients For B2B Sales

Usually, for B2B sales, C-suite executives have the final decision power as they are the ones who’ll be cutting the paycheck. However, thinking that a C-suite will always agree for a meeting with you is impractical. You have to smartly identify high-level clients in the deal and work to get them included in the negotiation process. In this article, we’ll look at some of the ways you can identify and connect with key clients online.

 

1. Be prepared and know what you’re offering

The first step you should take in online prospecting is to be well-versed in your product. Knowing your solution in minute detail will not only prepare you for all lines of product questions, but it will also help you to identify the right top executive for your particular product.

This is especially true for products that are made solely for a single department or function, where you need to identify the correct client for the product or you’ll end up wasting your efforts.

As C-suites are a busy group, it’s hard to get them to agree for a short online meeting. So when you do get the chance to connect with them, you need to utilize it to the fullest and be quick on your feet. Thus, having complete knowledge of the product is necessary for effectively capturing your prospect’s attention and making a lasting impression.

 

2. Identify decision makers by their common qualities

As you become more experienced in the sales environment, you’ll learn to identify decision makers by some of their common qualities. Certain aspects, such as their title or tenure, can give you a clearer picture of their decision-making power. And with more and more business leaders having online profiles on professional networking platforms, finding the right prospect for your solution is easier than before.

A surefire way of identifying decision makers is through LinkedIn. Using the site’s proprietary search filters and common connection feature, you can search for anyone in an organization and access their information like their titles and role in a company.

To further narrow your prospecting search, you can also view the business networking groups or online discussion boards that your target clients are participating in. These can provide valuable insights in their business needs and objectives that may be related to your product or the pain points that your solution can solve.

 

3. Know everything about the company

Identifying your prospects is not the end of your prospecting. Once you have confirmed your target client, you need to learn as much as possible about their company. From the organizational chart to the firm’s mission and industry trends, the more research you perform on the company, the more targeted and in-depth your sales pitch will be.

Especially in B2B sales, knowing the industrial needs and challenges your prospect faces can guide you in generating a personalized sales pitch that better fits your targeted prospect’s objectives. With ample online news portals and market research platforms available, be sure to read up on the latest news and trends of your prospect’s organization and industry.

Understanding the organizational structure will also help you to pinpoint other decision makers that might be involved in a sales purchase. Certain major business decisions may involve multiple stakeholders so be sure to include this possibility in your prospecting strategy to prevent any surprises or hiccups in your sales process.

 

4. Don’t be afraid to use your connections

In a B2B environment, the biggest resource for increasing prospects is the existing customer pool, which lets you identify and meet C-suite executives more effectively. Data indicates that having a referral can significantly increase your chances of getting a meeting with a B2B prospect by 50%. With a strong referral, you’ll know exactly who the actual decision makers are and can approach them with complete confidence.

Professional referrals are not the only way to approach a potential C-suite client. Dorie Clark, the author of ‘Reinventing You’ believes that finding a common friend can significantly increase your credibility. “When a friend makes the introduction, the person you want to meet will view you as a colleague, someone like them, rather than a stranger impinging on their time,” says Clark.

In LinkedIn, for instance, you can easily see if you are connected to your prospect through a 1st-degree contact.  Whether your connection is a mutual friend or a business associate of your target client, that extended connection can be utilized as a starting point to building relations.

 

5. Work your way up

More often than not, the people that will help you identify your prospect are the gatekeepers and assistants. In addition to being the trusted resource of a C-suite, these gatekeepers and personal assistants can be a great source of information for you. This is another way how the organizational chart and profiles of company employees can prove useful in your prospecting.

For example, when viewing the LinkedIn profile of your prospects, take note of other company staff that they are connected to and keep an eye on their job title. Employees with titles such as Executive Assistant or Secretary usually work closely with the C-suites, and can aid in connecting you with your prospect.

By building a rapport with them, you’ll be able to find out more about the responsibilities and the strategies of the decision makers. You’ll also be able to use that information to identify the correct decision makers and take pointers on how to keep the C-suite engaged during a meeting.

 

6. Don’t be afraid to ask questions

Finally, remember that it’s alright to ask questions from your point of contact in the organization.

Everyone likes to show outsiders that they are important but it can be insensitive (and more importantly, unprofessional!) to ask someone if they are the decision maker in the company. However, you can be smart about it and extract the information you need through other means.

When prospecting for your client, and once you have established a closer relationship, you can ask questions in your online chats and meetings like ‘What does your supervisor expect from this transaction?’ or ‘How long will the approval process be?’ By asking these questions, you can get a fair idea of how much power your current point of contact has and how much work you’ll have to do to finalize the deal with the company’s C-suite.

 

Conclusion

B2B sales have evolved greatly from simple cold calling and lead generation, shifting further into digital strategies. In the current times, you need to be even more efficient and vigilant due to the tough competition in the market, and fully utilize the benefits of the online landscape. Maximizing your online prospecting combined with online sales strategies will give you that extra boost in gaining quality leads and increasing your competitive position.

How To Get Appointments With Decision Makers

Here is a story that many salespeople would find familiar – You’ve done your research, found potential prospects for your company, got their contact details, but then you hit one of these scenarios:

  • Nobody is answering your calls.
  • You’re leaving voicemails and emails but not getting any callbacks or replies.
  • The gatekeeper is blocking you from the prospect.

These challenges are certainly not new, and have been the bane of many professional salespeople looking to land their first face-to-face meeting with the prospective clients.

While getting the opportunity to talk with CEOs may be difficult, here are some strategies to help you to successfully reach and connect with decision-makers.

Getting Through To The Decision Maker

1. Make Friends With The Gatekeeper

Gatekeepers are often receptionists, secretaries or assistants, and are usually the most trusted and closest individuals to the C-suite. As such, they are a valuable asset for you in reaching the decision maker and closing your deals.

  • Tip #1: Be respectful and polite

No matter how frustrated you get with the gatekeeper, remember that it’s their job to screen unwanted and irrelevant calls. As with any business meeting, first impressions are important. So make your first impression, and all ongoing impressions with the gatekeeper, be one that is polite, personable and professional.

Start by treating the gatekeeper with respect. Note their name and details, and use the information to engage with them on a personal level. Have a conversation and keep tracks of touchpoints to use in future contacts with them.

  • Tip #2: Be transparent

Gatekeepers screen hundreds, if not thousands, of sales calls so it’s common for them to be wary and skeptical of you. Differentiate yourself from the rest, and be upfront about your call. Give them your company name and a brief overview of the purpose of your call, if they ask. 

Full disclosure helps you sound professional and credible enough to pass through to the C-level executive. But avoid using the sales pitch and sales-related phrases on the gatekeeper to reach decision makers.

Even with these tips, you may not get through the gatekeeper on your first call, so work to establish a strong rapport with them. Set reminders to ensure that you constantly and consistently reconnect with them.

Pro-tip: Don’t view the gatekeeper as a blocker. Instead, see them as a door opener.

2. Adjust Your Call Timings

The time you choose to contact your prospects has a big effect on the possibility of getting past the gatekeeper and getting through to the decision maker. Whether you are calling their office line or you are fortunate enough to get the prospect’s direct number, try contacting your prospects during off-hours.

  • Tip #1: Call early in the morning

Unlike the gatekeepers, business leaders don’t follow the usual working hours. You have a better chance of bypassing the gatekeeper if you call before the office day starts, such as between 7:30 a.m. and 9 a.m., when the C-suites are planning for their day before their meetings.

  • Tip #2: Call later in the day

Another optimal time to get past the gatekeeper is after business hours when the gatekeeper has gone home for the day. However, a study by HubSpot shows that the best time to call is between 4 p.m. and 5 p.m. after the decision makers have wrapped up their meetings and are catching up on their emails and paperwork.

Each C-suite has a different schedule and workday, and optimal calling times vary between the industries and businesses they are in. Try calling at different times of the day for different prospects. 

Pro-tip: Avoid calling on Monday mornings and Friday afternoons as businesses will be busy planning for the week ahead or wrapping up tasks for the week.

3. Leave Effective Voicemails And Emails

One of the most common decisions when calling prospects is deciding whether to leave a voicemail. If you do decide to leave a voicemail, what should you tell the decision maker? And even if you leave a voicemail, what are the chances the prospect would call you back? Try these tips below to raise your engagement rate.

  • Tip #1: Leave a brief and concise voicemail

Your voicemail should be less than 30 seconds and should contain your name, your company, your contact details and your valid business reason (VBR). Your message should not be a sales pitch, but should include your prospect’s pain point and enough information about your solution to pique their interest.

It’s also best if you had prior contact with the prospect before leaving a voicemail, such as connecting with them through LinkedIn or sending them an email. This gives you something to use as reference and increases the likelihood of engagement.

  • Tip #2: Send a targeted email

If you have done your research on the prospect, you would already know their pain points and their area of interest. Use the information to create a personalized email that reflect a deep understanding of the prospect, their core needs and how your company can help them with their business concerns.

However, sending one or two emails won’t be enough. You should maintain a regular and consistent email scheduling for higher chances of getting a reply.

Using a combination strategy of voicemail and email helps you to get on the prospect’s radar more effectively. However, some prospects may require more attempts before you are able to connect with them. The key is to ensure a strong first voicemail message, which you should refer to in your following voicemails, and to send a follow-up email right after leaving your message.

Pro-tip: Don’t be vague in your voicemail. Mention a real and specific project or solution that could provide a valuable business opportunity for your prospect.

4. Use Your Network And Referrals

An article by XANT, a sales engagement platform, mentioned that majority of C-suites prefer referrals over cold calls and emails. In fact, 84% of business decision makers initiate a purchase process with a referral.

  • Tip #1: Leverage on networking

A well-developed network helps greatly in getting face-to-face meetings with prospects, and social networking services, such as LinkedIn, speed up the process of reaching them. One way is to connect with your prospect on social platforms or join LinkedIn groups that match your product offerings to build your second-level connections.

Events, such as B2B networking events by Management Events, are great places to get closer to your prospects. Decision makers who are interested in a topic or event that corresponds with your product will be more responsive in listening to your offerings.

  • Tip #2: Ask for referrals

The people you are connected to will most likely know business leaders who would benefit from your products and services. Reach out to your friends, colleagues and network to introduce you to the prospect via email, phone or in person.

Make sure that you explain the business reason and impact of your solution to your referral sources. This way they are equipped with the right information when they speak to the decision makers, and are confident in using their relationship to connect you with the prospect.

Building an effective network requires continuous effort on your part. Even if a referred prospect is not doing business with you now, you should thank them and continue to stay in touch. After all, they could be a client later on or another source for referrals.

Pro-tip: Don’t skip the referral introduction. Ensure that you are properly introduced to the prospect before pitching your solutions.

Appointment-setting is a big yet time-consuming part of sales, and requires multiple and continuous effort to get  a response, and in turn connect with decision-maker.

Instead of fixating on securing a meeting or getting a deal, focus on providing value to the decision maker. By changing your mindset, you will feel less frustrated when encountering roadblocks in contacting the prospect. 

Patience, persistence and a consistent calling schedule are key points in getting those important face-to-face meetings with C-suites.