Preparation tool

Prepare for your B2B meeting

A good meeting begins before you sit down at the table. Learn about the Canadian company, identify how its solution could apply to your organization, and arrive ready to ask the right questions.

01

Before the meeting

  • Research the Canadian company before the meeting.
  • Review the product, technology, or service it offers.
  • Identify where it could apply within your operations.
  • Consider which problem, need, or challenge it could solve.
  • Make sure the right person attends: Procurement, Engineering, Operations, Maintenance, IT, Innovation, Management, etc.
  • Prepare two or three specific questions.

02

During the meeting

Listen to the solution first, then consider how it could apply to your company.

  • Introduce your company in no more than one minute.
  • Ask: What problem does your solution solve?
  • Which companies currently use this solution?
  • What results have other clients achieved?
  • How could it be implemented in our company?
  • Do you already have clients or installations in Mexico?
  • What after-sales support do you provide?
  • What is the commercial model: purchase, licence, subscription, project, or service?
  • What is the approximate investment range?
  • How long does implementation take?
  • Could we arrange a demonstration, trial, or pilot?

03

Explore a second opportunity

The solution may not be a direct purchase for your company, but another business opportunity may exist.

  • Could we become distributors or representatives?
  • Could we integrate the technology into our own solutions?
  • Do we have clients who may be interested?
  • Is there an opportunity for technological or commercial collaboration?
  • Is the Canadian company looking for a partner to enter or grow in Mexico?
  • If it is not a fit for us, do we know another company that may be interested?

04

Close with a next step

Avoid ending only with: “Send me some information.”

Before the meeting ends, try to agree on at least one of these next steps:

  • Request a quotation.
  • Schedule a demonstration.
  • Evaluate a pilot.
  • Schedule a second technical meeting.
  • Arrange a plant visit.
  • Connect with Procurement, Engineering, Operations, or another area.
  • Evaluate distribution or representation.
  • Make an introduction to another company.
  • Define the person responsible and a follow-up date.

“A B2B meeting is not just a presentation. It is a conversation to discover a business opportunity.”

Learn
Ask
Listen
Evaluate
Agree
Follow up

Your goal is to leave the meeting knowing whether an opportunity exists and what the next step is.