4 ms·
In engaging potential clients focus all of your time and energy on the conversation and the close. Collateral materials are helpful when you are casting a wide
by endswapper 10y ago
In engaging potential clients focus all of your time and energy on the conversation and the close.
Collateral materials are helpful when you are casting a wide net and you have the resources to take a shot-gun blast approach. It sounds like you have limited resources, which makes the leave-behind a very low priority. Today, gathering the data on what to present and how is the priority.
If you are the only person doing sales, or if there are only a few of you, the best approach is to use email. You should be sending a follow-up email anyway, even if you leave something behind to move things forward to the next step. It's direct, personal and it can be customized quickly and easily for each customer. Then you can use the experiences using email to inform the needs of collateral materials down the line.
Finally, when you do put something together that checks enough boxes based on real client responses it should be available everywhere. Meaning, something printed when you leave the meeting, an attachment in a follow-up email, a link in your email signature to something viewable on your site. You'll find everyone will access it differently, so provide everything. Today, I have enterprise contacts that will ask for a fax. That always amazes me, and then I send an efax.