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11 Tips When Meeting a New Prospect


When you’re in a new sales situation, making a good first impression is crucial. Even if you’re an expert in your product or service and you understand how to sell to your customer, a sale can be ruined by a bad first impression. Here are some things to keep in mind when meeting a new prospect: 

11 tips when meeting a new prospect

  1. Arrive on time.  I actually think that if you arrive exactly on-time, you’re late!
  2. Dress appropriately for the situation. Over-dressing is safer than under-dressing; however, consider the environment and dress in an appropriate manner.
  3. Smile! This puts the other person at ease in the situation. It is possible to smile too much, so make sure it’s genuine and don’t overdo it.  One of the surest approaches to having a genuine smile is to think about something that makes you genuinely happy and look your prospect directly in the eye.
  4. Be confident. Give a firm handshake (but no bone-crushing!), make eye contact, and stand tall.
  5. Be human… and interesting. People feel more comfortable when they meet another person who demonstrates truly human characteristics.
  6. Talk more about the other person than yourself.  Ask questions that demonstrate genuine and thoughtful curiosity.
  7. Use the other person’s name. This makes them feel acknowledged and important. If you learn other names in your first meeting with a person (such as the names of their family members, pets, etc.), use these names in future interactions. This shows that you remember the people who are important to that person.
  8. Be positive in everything you do and say. Negativity does not add to your appeal as a person.
  9. Demonstrate your sense of humor. This helps relax the other person. Be sure to avoid lame jokes and don’t try too hard to be funny – this can actually detract from your appeal. Just let your innate humor come to the surface.
  10. Find a connection. Remember, people have better long-term memory if they draw a connection between what is being said and their immediate life. Find a connection with the other person (e.g., mutual interests, friends, experiences). This can lead to further conversation that will increase your appeal as a person.
  11. Before you leave the first meeting, write three things on the back of the person’s business card: where you met, something you discussed so that you can have a smooth transition in your follow-up communication, and what the next action step should be. 
Sales Training That Works! Selling in 6.
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Posted by Mark Jewell