Dear Jeffrey, I sell copiers in New York, and this year I finished as the No. 1 rep in the nation. Recently I have been noticing a high turnover of people (including executives) at my accounts. When this happens, it’s almost like the reset button has been pressed and the replacements have no allegiance to me or my service and are usually unaware as to how hard I’ve worked to earn their company’s business. How should I conduct myself when I know there is a new person in a company I have to work with? Is there a specific process I should follow? Thank you in advance. Dan
Common problem. Uncommon answer to follow. Loss of key contact (the person that buys from you) happens often in business, and most salespeople (not you of course) are totally unprepared for it.
There are two variations to this scenario:
1. Someone is promoted from within. If you’ve done your homework, built multiple relationships within your customer’s company, and you know the replacement, then you should be fine. If you don’t know that person, you have to scramble and start over.
2. Someone was hired from the out-side. This is basically a start-over situation; the answers you need are stated below.
There are specific things you can do to prevent a total tragedy. None is optional.
1. Start with prevention. This is a major point of understanding: You have to ask yourself, “What would happen, what would I do, if all my prime contacts left tomorrow?” Begin to plan and act from there.
2. Then ask yourself…
How is the purchase made? Discover the chain of purchase, and know everyone who impacts purchase. Add them to your CRM notes.
Who’s the boss? Get to know the boss and make sure they know your value.
Who are the users? Talk to and meet with the people that use your product or service. They are not the ones who purchase, but they can play a major role in the decision to purchase. And they tell the real story of quality and service response.
Who else is influenced by or involved with your product? When you meet, add others from the inside. Get to know co-workers.
3. Meet the key decision-maker outside of the office AT LEAST each month. Coffee at 7:30 a.m. will build the personal relationship.
4. Get known and recognized. Your weekly e-mail about office productivity, communication, and morale will get passed around if it’s valuable—even forwarded to other professionals in other companies. And when you visit the customer, they’ll recognize you as “you’re the guy who…” smiling as they say it!
5. Build reputation across the company. Know everyone, but more important, have everyone know you—not just know you as a person, but as a person of value.
6. Gather video comments after every service call and delivery. Post them where anyone can view them. Your blog, YouTube channel, Facebook business page and weekly e-zine are a great start.
If all of this seems like hard work, it pales by comparison to what you’ll have to do if you’re unprepared after the fact.
Okay, so the new person starts. Did the departing person tell you or was it a surprise? If the old person told you in advance, that’s a sign your relationship was strong. If the relationship was really strong, the departing person will put you on a preferred list of recommended vendors. If you’re blind-sided by the news, that’s a report card, too.
Let’s take worst-case scenario: New person, no history with you, bringing their own contacts, connections, and vendors:
1. Introduce yourself and offer help acclimating. Gain access.
2. Have coffee with them ASAP—get the personal relationship in gear. Share the history. Ask for their wisdom, their experience, and their goals.
3. Print your CRM history so the new person can see your relationship and your value. (All of a sudden, CRM diligence can have an impact.)
4. Get others to speak on your behalf.
5. Follow ALL the ideas above.
6. Find the person who left. They represent the best possible NEW customer.
The key to having a new person in charge of your future sales is to be ready. It’s a simple rule of “the more, the more.”
The more mature and solid a value-based relationship has been built with.