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How To Ace That Client Call

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Dealing with clients can be nerve wracking. I've seen it a hundred times. This was however, a classic: an insurance sales agent was sweating profusely throughout the presentation. She kept apologizing but it didn't help a bit. It actually bolstered my assumption that she was not ready. She dug through her files to show me the computations. She was disorganized, unprepared and to top it all, she didn't look impressive at all.



What's the moral of the story? Investors, clients or customers respond well to an organized presentation. A very organized and professionally crafted presentation leaves the impression that you took your time to prepare. For instance, documents should be neatly organized in presentation folders. Presentation folders are a good way to impress clients. There is nothing more impressive than a well dressed, neatly combed gentleman armed with a well designed, professionally created presentation folder printing.

Look at the following tips on how you can ace that client call:

1. Practice. Practice. Practice

Since your pre-school days, you have been taught this maxim: practice makes perfect. Your preschool teacher couldn't be more truthful. You need to rehearse everything from your polished look to your engaging eye-contact to your spiel. Everything has to be packaged. Remember that you are there to persuade customers to try your product or service and they wouldn't be persuaded if you yourself do not look the part. Key idea: Be prepared.

2. Be confident but not arrogant.

Oftentimes, there are sales persons who come across as too confident, bordering on being arrogant. You can be confident without appearing to be too haughty. You have to listen to yourself when you talk and you have to mind your gestures and actions. Remember that 80% of what you are going to say will be communicated non-verbally. As important as it is, every presentation should come across as a delightful experience. Key idea: Be confident not arrogant.

3. Come organized.

You would want to rummage through your bag to get a document requested by a client. It should be properly organized, labeled if you want, so when you need it you can retrieve it easily. Presentation folders help make this easier. There are presentation folder printing companies that can offer a wide array of choices. Discuss with them your needs so that they can design something appropriate for your type of business. Key idea: Be organized

4. Look the talk.

You are selling yourself first and the business second. Always remember this point. The first interaction with the business by any client is through you and your presentation. You would be offering them a glimpse of the business the way you talk, conduct yourself and make the presentation. Unfortunately, a lot of sales people overlook this idea. They tend to be very casual and informal when they conduct their business, which is very far from what we want t see – the professional, reputable side of the business. Key idea: Be businesslike.
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