Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Running Your Business > Marketing and Lead Generation

Don’t blow it!

X
Your article was successfully shared with the contacts you provided.

Last week I received an email from someone who was interested in having me speak at an upcoming sales conference. I reached out via email to set up a day and time to discuss exactly what he was looking for and see if I was the right person for his event. Twenty-four hours later he had not responded, so I picked up the phone and called him.

“Is this a good time to talk?” I asked.

“Um, I’m heading into a meeting. Can I call you this afternoon?” I told him that I wasn’t available later in the day and suggested we connect the following day.

He replied, “Actually, my meeting looks like it might delayed a bit, so let’s do it now.”

My instincts screamed out “You don’t have enough time and you don’t have his complete attention! Reschedule!” Unfortunately, I ignored my instincts (never a good idea) and quickly asked a few discovery questions to gain some insight into what he was looking for.

However, I did a much less thorough job than I normally do. I knew that he was focused on getting to his meeting, and I allowed that to rush me. I am a strong proponent of doing thorough due diligence before suggesting a solution or preparing a proposal, something I did not do in this situation.

I hung up the phone shaking my head because I knew I didn’t have enough information to position my presentation in a way that would differentiate me from the other speakers he was considering. Needless to say, I did not get the gig.

Don’t make the same mistake I did. Find the time for a thorough discovery call so you can position your solution most effectively.

Sign up for The Lead and get a new tip in your inbox every day! More tips:


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.