How to approach a client? 8 techniques that never fail
Posted: Thu Dec 05, 2024 6:13 am
Knowing how to approach a customer is one of the most important factors for companies.
A study by Zendesk revealed that consumers are more informed thanks to the ease of searching online, which makes them more demanding in their purchases.
As a result, companies are adapting their methods and tools to meet their customers' new expectations. The same study showed that:
49% of sales teams that added new communication channels added video conferencing .
The question is: do you think this is uzbekistan email list enough to close sales ? Of course not! These new tools must be accompanied by a good technique for approaching a client.
If you don't know how to approach a client to offer products and services, in this post we tell you:
To learn how to approach a client, you must first know 2 key points:
1. Know your target audience
Know your customers well before you approach them. This way, you'll know what tone of voice to use, what mediums they prefer to contact you, and what need they're looking to satisfy. This information will be your guide to planning how to approach a customer.
2. Create a value proposition
A value proposition is determined by a good analysis of the product or service you offer. This in-depth research helps you understand better than anyone else the benefits and weaknesses of your product and gives you confidence when approaching a client and showing them your offer.
Ultimately, no matter what medium you use, the best technique for approaching a client is to focus on these 2 factors before contact:

Now that you know how to approach a client to offer products and services, we show you some specific situations.
How to approach a client for the first time?
If the prospect already knows your brand, it's easier to know how to approach a first-time customer. Of course, knowing your brand doesn't necessarily mean they've made a purchase, but it does mean that your marketing strategy has been effective in reaching that prospect.
So, remember the importance of implementing a good marketing strategy before approaching clients and making sure that the prospect knows your brand before that first contact. In fact, some marketing and sales tools β such as the sales funnel β will show you which leads and prospects are ready to receive your offer.
Now it's time to approach a customer for the first time. Keep these tips in mind and guide them to the purchase:
Plan solutions to possible objections about the product
Have solutions ready for potential customer objections to your product or service. Recognize pain points and think of solutions for each of them. By knowing your customer's profile , you can even anticipate product features that are actually necessary for them.
You may be interested in reading: Types of objections in sales: How to refute them and improve results?
Rely on extra material
Have any extra material on hand that the customer might need to find out more information on their own. For example, if there is a website about your brand, or a FAQ section. This will depend on how your company organizes information and what communication mediums it uses.
Do you know what a sales pitch is? Check out this step-by-step guide to designing a solid and effective sales pitch.
Adopt tools to track your prospects
This factor is very important in the guide on how to approach a client for the first time, considering that you probably do not have much information about the prospect. All data that arises from this contact, no matter how small, must be recorded and organized correctly to increase the chances of making the purchase.
What kind of tool? A sales CRM , for example. This software will make it easier for your sales agents to collect and segment data, allowing them to focus fully on the technique of approaching a client and not on retaining information.
But there are even more features! Read all about the CRM features to boost your sales.
How to approach a client on the phone?
Even though the trend of buying and selling online is increasing , the telephone is still a great tool. Its main advantage is direct communication with the customer as opposed to an email or message that you don't know if it will be read or when.
Check out these 5 tips you can use when approaching clients by phone or video call:
1. Keep in mind why this method is still valid
Take advantage of direct communication with the customer. Seeing your face or simply hearing your voice raises the level of closeness with the customer a little higher. In addition, a Zendesk report showed that live channels, such as the phone, are almost 13 times faster than email.
2. Schedule a time that is convenient for the client
Based on the research you've done, you'll have an idea of ββthe time range in which that customer profile is most accessible to talk about your product. For example, based on their behavior, avoid calling them during work hours, but try not to interrupt their rest on non-work days.
3. Personalize the call according to the client
Avoid using the same speech for all your prospects, understand that your potential clients differ in characteristics. Segmenting them and planning the benefits of the product according to each type of client and the specific needs that your product can satisfy will bring you closer to obtaining a positive result in the call.
A study by Zendesk revealed that consumers are more informed thanks to the ease of searching online, which makes them more demanding in their purchases.
As a result, companies are adapting their methods and tools to meet their customers' new expectations. The same study showed that:
49% of sales teams that added new communication channels added video conferencing .
The question is: do you think this is uzbekistan email list enough to close sales ? Of course not! These new tools must be accompanied by a good technique for approaching a client.
If you don't know how to approach a client to offer products and services, in this post we tell you:
To learn how to approach a client, you must first know 2 key points:
1. Know your target audience
Know your customers well before you approach them. This way, you'll know what tone of voice to use, what mediums they prefer to contact you, and what need they're looking to satisfy. This information will be your guide to planning how to approach a customer.
2. Create a value proposition
A value proposition is determined by a good analysis of the product or service you offer. This in-depth research helps you understand better than anyone else the benefits and weaknesses of your product and gives you confidence when approaching a client and showing them your offer.
Ultimately, no matter what medium you use, the best technique for approaching a client is to focus on these 2 factors before contact:

Now that you know how to approach a client to offer products and services, we show you some specific situations.
How to approach a client for the first time?
If the prospect already knows your brand, it's easier to know how to approach a first-time customer. Of course, knowing your brand doesn't necessarily mean they've made a purchase, but it does mean that your marketing strategy has been effective in reaching that prospect.
So, remember the importance of implementing a good marketing strategy before approaching clients and making sure that the prospect knows your brand before that first contact. In fact, some marketing and sales tools β such as the sales funnel β will show you which leads and prospects are ready to receive your offer.
Now it's time to approach a customer for the first time. Keep these tips in mind and guide them to the purchase:
Plan solutions to possible objections about the product
Have solutions ready for potential customer objections to your product or service. Recognize pain points and think of solutions for each of them. By knowing your customer's profile , you can even anticipate product features that are actually necessary for them.
You may be interested in reading: Types of objections in sales: How to refute them and improve results?
Rely on extra material
Have any extra material on hand that the customer might need to find out more information on their own. For example, if there is a website about your brand, or a FAQ section. This will depend on how your company organizes information and what communication mediums it uses.
Do you know what a sales pitch is? Check out this step-by-step guide to designing a solid and effective sales pitch.
Adopt tools to track your prospects
This factor is very important in the guide on how to approach a client for the first time, considering that you probably do not have much information about the prospect. All data that arises from this contact, no matter how small, must be recorded and organized correctly to increase the chances of making the purchase.
What kind of tool? A sales CRM , for example. This software will make it easier for your sales agents to collect and segment data, allowing them to focus fully on the technique of approaching a client and not on retaining information.
But there are even more features! Read all about the CRM features to boost your sales.
How to approach a client on the phone?
Even though the trend of buying and selling online is increasing , the telephone is still a great tool. Its main advantage is direct communication with the customer as opposed to an email or message that you don't know if it will be read or when.
Check out these 5 tips you can use when approaching clients by phone or video call:
1. Keep in mind why this method is still valid
Take advantage of direct communication with the customer. Seeing your face or simply hearing your voice raises the level of closeness with the customer a little higher. In addition, a Zendesk report showed that live channels, such as the phone, are almost 13 times faster than email.
2. Schedule a time that is convenient for the client
Based on the research you've done, you'll have an idea of ββthe time range in which that customer profile is most accessible to talk about your product. For example, based on their behavior, avoid calling them during work hours, but try not to interrupt their rest on non-work days.
3. Personalize the call according to the client
Avoid using the same speech for all your prospects, understand that your potential clients differ in characteristics. Segmenting them and planning the benefits of the product according to each type of client and the specific needs that your product can satisfy will bring you closer to obtaining a positive result in the call.