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Sales Call Preparation: 3 Tips to Help You Prepare for a CXO Meeting in 30-Minutes or Less

Sharon Gillenwater
by Sharon Gillenwater on Apr 4, 2017 11:00:58 AM

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There’s no worse feeling than being unprepared for a meeting with a CXO. Their time is valuable and if you blow it, there are no second chances.

We think your time is valuable too. We also realize that sometimes life throws curve balls that you need to be able to hit out of the ballpark. You don’t need to be scrambling to do your homework before an important meeting. So we want to let you in on some of our trade secrets, which will help you prepare for a CXO meeting in 30-minutes or less. 


For public companies, start at SeekingAlpha.com

SeekingAlpha is hands-down our favorite source of information on public companies. It’s where you will find all of the public companies’ earnings call transcripts, where CEOs and their peers discuss—in great detail--their companies’ strategies, initiatives and challenges. They also get grilled by analysts, who can ask some really tough questions. It’s all excellent fodder for knowing what is top of mind with the company’s senior executives. For a deeper dive on how to scan a Seeking Alpha transcript quickly, see our tutorial.

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Do targeted Google searches

Try searching “company name” “strategy” and “2017” to cut through the clutter and get to the gist of what the company is focusing on. To narrow your search to a particular area of focus, say marketing for example, search “company name” and “marketing strategy”.

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Go beyond LinkedIn

LinkedIn is essential but it can be inaccurate and inconsistent, since the profiles are maintained—or not—by users. Definitely check out your target’s LinkedIn profile if they have one, and seek out their Twitter and Facebook accounts. But be sure and go back to Google to search for any articles for which they might have been interviewed. We search “Name” “Company Name” and “interview” to narrow the results. And make sure and watch any video interviews that come up, as they give you more of a feel for an executive’s personality and mannerisms.

Doing your homework before a CXO meeting can be intimidating. Add these tips into your research efforts to find relevant information that resonates with your audience. We hope these time-saving tips make your life easier!

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Sharon Gillenwater
Written by Sharon Gillenwater
Sharon Gillenwater is the founder and editor-in-chief of Boardroom Insiders, which maintains an extensive database of the most in-depth executive profiles on the market, from Fortune 500 companies to independent non-profits, to help sales and marketing professionals build deeper relationships and close more deals with clients. Gillenwater is a long-time marketing consultant with expertise in marketing strategy, account-based marketing, and CXO engagement programs.

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