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How to Use Sales Techniques to Ace the Stakeholder Introduction Meeting

By September 21, 2020No Comments

“Putting in writing the key points of discovery, the information you shared to paint the vision for the future, and the next step ensures that nothing is forgotten, demonstrates your understanding of the stakeholder’s pain points, and provides an opportunity to get further agreement on what was discussed.”

Although procurement professionals don’t usually think of ourselves as making ‘cold calls,’ we do it all the time. If you’ve ever sat down with a stakeholder for the first time and immediately realized they either don’t understand procurement’s role or don’t particularly care for our processes, you’ve survived a cold call.

In that moment, you can either explain or listen, and although listening is the better way to build understanding and rapport, most procurement professionals aren’t prepared to structure this kind of conversation.

In this week’s podcast, Host Philip Ideson discusses how to master this type of first meeting using an approach that sales professionals use – and have no doubt used on you – called the discovery call. He explains:

  • Why discovery calls are important and how they set the tone for the long term success of the relationship
  • The three components of a typical discovery call: the planning, the call itself, and then the follow up
  • How to prepare in advance to ensure your discovery calls are productive for procurement and for your stakeholder(s)

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