First Meeting Preparation & Closing
Master the art of first meeting preparation and closing by focusing on active listening, understanding client needs, and crafting tailored solutions.
Approaching the Decision-Maker the Right Way
After the receptionist hands you off, it’s time to secure the meeting with the actual decision-maker. This is where preparation matters. Most managers won’t be available during the pop-in, so follow your follow-up cadence until you get the meeting. And when you walk into that meeting, remember: your job is to listen, not pitch.
Checklist: Tools to Bring to the Meeting
Mock-up images (preferably of their space, taken during your pop-in)
Marketing flyer with strong visuals and value props
Tape measure in case they want a quick space check
Printed contract (yes, bring it—some sign on the spot)
Business cards and gift basket if you didn’t leave one earlier
This is your one shot to impress. Show up buttoned up.
Your Mindset: Listen. Listen. Listen.
Ask questions. Learn their pain points.
Are they unhappy with their current vending provider?
Are they paying a monthly minimum or facing understocked machines? Use everything they say to show that you solve their problems.
For example:
“It sounds like you’re tired of stocking issues. We track inventory remotely and restock proactively.”
Driving Engagement & Creating Urgency
Use confirming language like:
“It sounds like…”
“You mentioned…”
“So what I’m hearing is…”
Then tie it back to their priorities:
“When would you like this machine ready for your residents?”
“When do you want employees to start benefiting from better options?”
Don’t ask “When will you sign?”—ask “When do you want the service live?” That creates urgency they care about.
Prepping for Objections & Closing Smoothly
On the way to the meeting, rehearse your objection answers at least five times. Use the objection slide (from your internal prep materials) as a reference guide.
Common objections:
Revenue share demands
Questions about machine servicing
Concerns about product pricing or space
Rehearsed answers = confidence. Confidence = close.
Once they’re engaged, closing becomes natural. And once you close, leverage that win to attract the next property.
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Complete the following exercises:
1. Reflect on a recent meeting you've had where listening played a crucial role. Identify the questions you asked that helped uncover the other party's needs and how you could improve your approach next time.
2. Create a mock presentation for a hypothetical client meeting. Include visual aids such as mock-up images or marketing materials. Practice delivering this presentation, focusing on emphasizing client benefits and handling potential objections.
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QUIZ
1. What is the primary purpose of active listening during a first meeting with a decision maker?
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Leave your comments and questions below.
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