Why a quantifiable goal is crucial to a successful client meeting

A goal crystallizes the purpose of the meeting; it focuses the seller to a specific thing and with this, he will most likely find himself customizing his presentation accordingly

To make your client meetings productive, have a quantifiable goal.

Office meetings are a common tool of business. Paradoxically, many attendees (even sales people in sales meetings) consider them a waste of time.  One survey showed that meetings ranked as the number one office productivity killer. A primary reason for this, is because the objective of the meeting is not clearly articulated. The client meeting is no different.  In fact, there are buyers who will respond to your request for a meeting with, “What’s the objective?” It’s unlikely a subjective, “Just to check on you” will get you a nod. Further, powering aimlessly through a meeting is unproductive to the current sale. It may also leave the client on the receiving end of your meanderings, unenthusiastic about agreeing to future meetings. Such meetings are time-wasting.

Discipline is instilled

Having a quantifiable goal for a meeting serves another purpose. It instills discipline in the salesperson in three ways. First, it makes him purposeful.  A simple goal like “To get three referrals” or, “To make the pitch to the Supply Chain Director, Zainah Ngugi” crystallizes the purpose of the meeting; it focuses the seller to a specific thing and with this, he will most likely find himself customizing his presentation accordingly.  How will I open the meeting, for instance, and which objections is she likely to raise? As they say, a problem well defined is a problem half solved.

The second way it instills discipline is because the sales manager (just as with the salesperson) can audit the meeting. You either presented to the director or you didn’t; you either got the referrals or you didn’t. If you did, then good; what’s the next quantifiable goal towards closing the sale? And if you didn’t, then solving this problem is not shooting in the dark; there is a trajectory that can be followed. The third advantage of having a quantifiable goal is this; the senior executive with an interest with the sales team and thus asks for meeting objectives, can call the sales manager saying, “I know Zainah. Let me know how the sale goes and if I can help.”

Goals guide

Yet another reason why having a quantifiable goal is important is because the goal acts as a rudder. It steers the meeting in a particular direction; it brings it back on track when it’s drifting. The quantifiable objective, “To establish the point of convergence between the client problem and our solution”, will keep the meeting in check. The seller’s questions will remain exploratory not decisive. Does this mean that if the opportunity to close the sale presents itself the seller should decline, because it was not the objective? Of course not. Nonetheless, it will be a natural progression to the sale, not a lucky strike from shooting in the dark.

So, what’s the quantifiable goal for your next meeting?


Check out our short courses and other services here. If you would like to have your sales team sell more, we can help. In order for us to do so we propose a free consultation meeting or a call. If in agreement please complete the form below and we will get in touch after receiving your details, none of which will be public. Thank you.

Views – 376

About Author

Related posts

Don’t just push, pull your way to closing with ease

Pushing vs pulling in sales. Should you be pulling instead of pushing? Especially if you are in B2B selling if you are pushing with little success, try pulling. “Push. Just push”, “You’re not pushing hard enough”, and such other variants of the same are the mantra in Sales. And, yes, pushing may still be getting

Read More

3 easy steps to set and hit sales your goals

If you are slowing down or stagnated in your sales, you likely don’t have goals. Yes, yes, I know. You’ve heard about the importance of goal setting a million times before. But are you doing it? That you are hearing it for the nth time does not make it tired, it makes it true. If

Read More
Stay ahead in a rapidly changing world with Lend Me Your Ears. It’s Free! Most sales newsletters offer tips on “What” to do. But, rarely do they provide insight on exactly “How” to do it. Without the “How” newsletters are a waste of time.