When I was in professional services, one of the things that I noticed I did was I ran a very specific list of diagnostics at the beginning of a customer meeting.
- Who is the most important person in the room?
- How technical is this group of people?
- What kind of mood are they in?
- Do they appear to be in a hurry, or are they settling in for the long haul
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1. Is this a regular customer
if yes
1a. do they tend to need a lot of help
1b. do they tend to spend a lot of money
if no:
2. do they appear confused
2a. are they clutching a project with a panicky look in their eyes?
3. what's the dominate color they are wearing?
3a. are they happy and comfortable in their clothes
4. did they come in with a bored looking person or people
and then I ask "can i help you find something" or "how can I help you"
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- who are the handful of people in this room whose opinions are relevant, what sort of mood are they in, and what sort of approach will best push them toward the right answer?
- what ulterior motives have been brought to this room? What are the real constraints, not just the ones that have been explained to me? Is there funding sufficient for the right answer, or is the half-assed answer the best I can hope to win?
- who is lying to me, and about what?
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None of those feel obscure to me, but I guess the focus on metrics may feel alien to some.
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