So you conquered your cold call, terrifically TAPped and scored a sales meeting. Now you just need to nail your presentation and leave a lasting impression. The best way to do this? Be prepared. This may seem like Business 101, but going back to basics always pays off.

Over the years I’ve heard horror stories from clients about sales presentations and client meetings. Almost every story boils down to one thing: not being prepared. Below are some preparation tips that will help ensure your sales meeting yields the positive results you’re after.

Pre-meeting Prep

Define goals. Before the meeting, you must understand what the specific audience members’ needs and expectations are, as well as spell out your own specific purpose. With clear goals, it’s easier to ensure everyone’s needs are met. Even consider asking your prospect questions prior to the meeting-to help frame the conversation, set expectations and ensure they’re getting the most out of the meeting.

Create an agenda. You wouldn’t go on vacation without your luggage, so why would you go to a meeting-the meeting you set up-without a plan? An agenda is a “meeting map” that lets everyone know where the discussion will go and that you’re taking your prospect’s time seriously.

Know your audience. Take some time to research the basics of the company you’re meeting with, as well as who you’ll actually be speaking to. What are their names? Titles? Roles? If you understand where they fit into the company’s decision-making process, you can tailor your presentation to meet their needs and answer their questions. It’s also a good idea to be aware of any predispositions or prior knowledge they may have about your company and product, as well as the jargon they use (like, what does “scrum” or “agile” mean, if relevant to them).

Prepare with purpose. If you’re creating an actual presentation to help guide the meeting, make sure the content is purposeful, thoughtful and customized to cover all of your audience’s needs. Avoid filling your PowerPoint with slides about your company-remember, it’s not all about you, it’s about the prospect. Don’t waste their time by making them sit through irrelevant material. Break down your content and allocated time with the prospect-if you have an hour to learn as much about them as possible, try and only spend the first 5-10 minutes informing them about you to gain credibility and get them to open up about their needs.

The design of your presentation is also important. Your template should be up to date, with logos and graphics that are attention-grabbing and interesting. Dates, services, client lists, case studies, etc. need to be current. Try to avoid content-heavy slides and/or talking directly to the slides (i.e. reading verbatim what’s on the slide!).

Work with a partner if necessary. Does someone else at your firm have more expertise than you on a certain aspect of your product or service? Partner with that person for your meeting. Make sure each of you contribute valuable information.

Practice. Poor presentation skills are one of the most common pitfalls with sales presentations. The best sales teams rehearse regularly and are rigorous about presenting in top form. New, less experienced sales staff should be trained to present.

Confirm. The day before your meeting, send an e-mail to all audience members that confirms the logistics and includes the meeting agenda. Be careful to word the message in a way that doesn’t make it easy for them to cancel. For example, end with “I look forward to speaking with you tomorrow” versus “Let me know if we’re still on.”

During the Meeting

Know your content. A colleague of mine (I won’t name names) once gave a knowledgeable, seamless presentation to a client by phone. Impressive. Unbeknownst to me and fellow audience members, she gave that presentation while walking through an airport parking lot searching for her car. Very impressive. While I don’t recommend trying this for yourself, I do recommend owning your content-knowing it inside and out. No reading slides word-for-word the entire time.

Outline next steps. Make it clear for everyone at the end of the meeting what will happen next. There should be a form of action that allows you to reach out to audience members again. Let them know you’ll e-mail a sample case study or article about a specific topic or question covered during your conversation. Invite them to an event. Send a proposal if there’s an opportunity. Or, schedule a follow-up meeting. Always take into consideration what’s next.

After the Meeting

Follow through. Whatever action you tell the audience you’ll take, take it. The meeting is your chance to make a great impression, and prove that your firm is prepared, organized—best-suited to meet your audience’s needs. Following through on your promises proves you’re trustworthy, and gives them a preview of the road ahead should they choose to work with you.

Leslie Vickrey
President & Founder
ClearEdge Marketing

While the use of print ads, radio/TV ads and event marketing has been down recently, e-mail marketing is one form of communication businesses are really clicking with. A recent Marketing Sherpa survey found that e-mailing to house lists was up 48%. A Forrester Research survey predicts that in five years, clients will be deluged with more than 9,000 e-mail marketing messages annually. That’s about 25 messages every day. With more businesses utilizing this marketing method how can you ensure your e-mails aren’t deleted faster than you can say “junk mail?” 

To answer this question, let’s first look at the reasons e-mail marketing is so popular.  

It’s cost-effective. You can run a valuable, effective e-mail campaign with a minimal investment to create and manage. And forget about postage or envelopes. With e-mail marketing, you can get your message out to hundreds, even thousands of contacts in a matter of seconds, by clicking a few buttons. 

It’s simple. Whether you manage your campaign in-house or use a third party, the tools to send it are very intuitive and easy to use, and the results are easy to measure. 

It’s accessible. Nearly everyone has an e-mail address and can be reached via this medium. 

It can be as frequent as you’d like (just don’t go overboard). With a plan and some discipline, e-mail marketing allows you to regularly stay in front of your clients and prospects. 

While these characteristics make e-mail marketing popular, the popularity brings consequences, including a decrease in industry-wide response metrics and in subscriber tolerance. Dozens of e-mail marketing messages every day means recipients may not have the time or interest to even open a message, let alone click through it. And while someone may have signed up to receive your messages, too many will cause them to put you on the top of their blocked senders list. 

What You Need to Avoid the Blocked Senders List

A plan, discipline and the following tips will help you stay in front of your clients and prospects, providing them with perfectly timed, high-quality e-mail marketing messages. 

• Thoughtful, valuable content. Whether you send your message in the form of a newsletter, Keep-in-Touch (KIT) program or e-card, content is king. Your message must be clear, concise and appealing, so that people will read it, gain interest, and ideally, reach out to you. But you can’t just have great content. It needs to be appealing and appropriate for each segment of your target audience. While you may not have the resources to craft a different message for each group, you can create different subject lines that are relevant for each.

• Branded template. Your e-mail template doesn’t have to be elaborate, but you want readers to know it’s from you. A simple, generic design that includes your company logo and reflects your brand can be reused time and again.

• Discipline and consistency. Just as two trips to the gym each year will not prepare you for a triathlon, your e-mail marketing campaign will not gain client interest if you only send it twice a year. To increase open rates, you must be consistent. If your campaign is monthly, it’s important to send your message around the same time month-over-month (e.g. the third week of the month). A little discipline will go a long way in your effort to stay top-of-mind with those on your list, and the more familiar your list members are with your company, the more likely they are to open your message.

• Consider a third-party service. While you can use a personal e-mail program such as Microsoft Outlook or Lotus Notes, programs like Vertical Response and Constant Contact allow you to upload your e-mail template, test it, send it to a large (or small) list and track the results of your campaign. Both programs are relatively inexpensive and are easy to use.

Measuring Your Results

Once you’ve blasted your message to your list, programs like Vertical Response and Constant Contact allow you to see results on things like who opened it, clicked on any link within your e-mail, as well as which e-mails bounced, and who unsubscribed from your campaign. MailChimp provides an “apples to apples” benchmark comparison for small businesses in several industries, so you can see how your numbers compare.

If your open rate is low (under 25%) on your first few campaigns, don’t be disappointed. It can take several months for people to become familiar with your company and gain interest in your messages. But there are several things you can try to boost your open rate over time. Play around with subject lines, always keeping them simple and short. Experiment with launch times as well. You may be more likely to open a message on Thursday or Friday afternoon when the week is winding down, as opposed to Monday morning when your inbox is filled with requests. Another method is to identify the recipients who haven’t opened the message and have your sales team and recruiters forward the original to them with a personal note. This helps them see your subject line as relevant to them individually.

While it may take a while to perfect your timing and subject line formula, one thing is certain. A list filled with incorrect or old e-mail addresses will not reap positive results. It’s better to have a shorter, accurate list, than a long one filled with addresses that aren’t in use anymore. So take the time to clean your list! Before you blast your message, check for typos, broken links and missing graphics. And remember: you can never send too many tests.

Jessica Elliott
Marketing Director
ClearEdge Marketing