Early in the campaign, the important thing is to get all your team members on the same page, share available knowledge, and plan ways to gather other required information. The first few meetings should be formal, with a printed agenda, including clear goals and time constraints. This process, of course, is called "discovery."
effective decision making
are often the most effective intelligence operatives. Know what your customer is buying before you begin selling. When you're meeting with the prospect early in the discovery phase of your campaign, it's better to ask questions than to present. Try to bring along a business, domain, or product expert. Agree ahead of time what areas of questioning you and your support resources will pursue and, if you can, prepare some crucial questions. The best pre-sales consultants and support people I know have made