• How to Get Information from Clients

  • Apr 15 2025
  • Duración: 15 m
  • Podcast

How to Get Information from Clients

  • Resumen

  • It's not always easy to get information from clients. If you're in a situation where you have good relationships with your clients, but you're struggling to get the information you need from them, there are very specific things that you can do that will help you to accomplish that a lot faster and a lot more organically. It'll just feel better when you're doing it right, and they'll be a lot more likely to help you with it. David: Hi, and welcome back. In today's episode, co-host Kevin Rosenquist, and I will be discussing getting information out of clients. Welcome back, Kevin. Kevin: Hey, welcome back to you too. I'm really excited to talk about this because let's be honest, like we're all very conscious of the fact that everyone wants our information, so it's a bit of a struggle sometimes. David: Yeah, it really is. And when we're looking at trying to extract information from clients, sometimes it's like trying to pull teeth. Or trying to get the information that we need to either advance the sale or to be able to get an order completed and that sort of thing. And it can definitely be challenging. Kevin: Yeah, no doubt. How much of it do you think is how people ask for the information? Instead of saying like, give me this. Is it better to kind of think about it in more of a storytelling narrative kind of way to pull things out? David: That's a great question. I think a lot of it depends on your personality and the way that you communicate with people. Many salespeople, many of the best salespeople, I think are natural storytellers. You ask them what time it is and it starts with a story. Right? So... Kevin: Well, it all started back when I was eight. David: Let's talk about time, shall we? Kevin: Yeah. David: Yeah, so I think it can take that form. I think there are also situations, a lot of times, where we know what we need to get from them, and sometimes if we're just going for it all the time, that can come across as a little too pushy in some ways. So I think there's a natural give and take that needs to happen, so that people can feel engaged with us. If they feel engaged in the conversation, if they feel that we're listening to them, paying attention to what they need, and that's woven in with getting the next piece of information that I need without coming across like an interrogator. Like I'm going to shine a light on you. It's like the third degree in the cop movies. Right? If it feels like that, they're gone. But when you're able to just engage them and let them know that you care about getting them a result, then they're a lot more likely to be free with the information. Kevin: Obviously at the front end of a sales cycle, it's more basic information and it keeps going, getting more detailed as things go on. Should people change their approach as they go on from first contacting someone to maybe having a warm or even hot lead? David: Definitely, and I think you raised exactly the right point there, which is that it does generally start out more general and then it gets more and more specific as you're getting down to it. Sometimes salespeople will lead with things like, what's your budget? Right? Which is kind of intrusive, right? Kevin: Yeah. That's the one, right? David: You don't need to ask me about my budget if I'm not buying anything from you, right? Kevin: Yeah, yeah. What's your budget? What's your timeline? Right? Isn't that what everybody always says first? David: Yeah. And that's not the kind of thing that generally needs to come first. Initially, what needs to happen is they need to feel some sort of connection. They need to have a clear idea of what you do, how you can help them, and all that sort of thing. So I think a lot of times, in the early stages of a relationship when we're first meeting a prospect, it is information gathering from us, but it's about trying to find out what they need, what they're looking for,
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