checklist for customer meeting review who are potential buyers of die casting machine

Pre-Meeting Preparation

Review customer's background and needs

Prepare presentation materials and product samples

Confirm meeting location and time

Coordinate with sales team and technical experts

Research latest industry trends and competitor offerings

Review previous communications with the customer

Set specific meeting objectives and desired outcomes

Prepare a list of potential questions to ask the customer

Confirm availability of any necessary equipment or tools for the meeting

During Meeting

Introduce yourself and team members

Present die casting machine features and benefits

Answer any questions or concerns

Discuss pricing and customization options

Schedule follow-up meeting or demo if necessary

Provide case studies or examples of successful die casting machine implementations

Demonstrate the die casting machine in action, if possible

Discuss any warranty or maintenance options

Offer to provide references or testimonials from satisfied customers

Address any objections or challenges raised by the potential buyers

Discuss payment terms and financing options

Provide a timeline for delivery and installation of the die casting machine

Offer a tour of the manufacturing facility or showroom to showcase the capabilities of the company

Post-Meeting Follow-Up

Send thank you email with meeting highlights

Provide additional information or clarifications if requested

Follow up on any outstanding issues or questions

Update CRM system with meeting notes and next steps

Schedule a follow-up call or meeting to discuss next steps

Send a formal proposal or quote based on discussions during the meeting

Reach out to schedule a plant tour or demonstration of the die casting machine

Provide references or case studies of similar successful projects

Send a follow-up survey to gather feedback on the meeting experience and any areas for improvement

Sales Team Debrief

Discuss meeting outcomes and customer feedback

Identify any challenges or objections raised

Develop action plan for next steps with the customer

Assign follow-up tasks to team members

Review any additional information or materials needed for the customer

Determine timeline for next touchpoints or meetings with the customer

Evaluate overall effectiveness of the meeting strategy and approach

Discuss any potential collaboration opportunities with other team members or departments

Brainstorm ideas for addressing customer concerns or objections in future interactions

Technical Expert Review

Evaluate customer's requirements and technical specifications

Determine feasibility of customization requests

Provide recommendations for machine configuration

Collaborate with sales team on technical aspects of the proposal.

Assess the compatibility of customer's existing equipment with proposed die casting machine

Review potential challenges or limitations in implementing the requested customization

Evaluate the potential impact of proposed machine configuration on production efficiency and quality

Estimate the cost and timeline for implementing any customizations or modifications

Identify any potential risks or concerns related to the proposed machine configuration