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Six simple steps

How does Customer Meeting RI work?


The Customer Meeting RI application uses online surveys, sent by email,
to measure different aspects of your customer meeting performance. Your meeting
attendees can easily have their say. And you get valuable and instant feedback!

 

 

1. Hold your customer meetings


Hold your meetings with either existing or potential customers.
Be the best representative for your company that you can be, as always.
 01-Meeting
 02-Office  

2. Head back to your desk


Head back to your desk when the meeting ends, with either the unfortunate
"no thanks, not interested", an opportunity to continue the dialog or an actual sale. Either way, you would like some feedback. Right?
 

3. Send the evaluation invite


Simply log in to the Customer Meeting RI account and enter the basic contact details of the meeting attendees. With just a click, you'll send an email politely requesting the recipients to provide feedback on your meeting.
 03-Send
 04-Coffee  

4. Drink coffee. Enjoy the sun.


It's time to sit back and wait in anticipation for the meeting evaluation to appear in your inbox. Naturally, you still need to do whatever it is you do (so well).
 

5. Get feedback from meeting attendees


Once the meeting attendees have completed the brief meeting evaluation, you'll instantly receive a feedback report - directly in your inbox. Now you ready to take advantage of the intel.
 05-Feedback
 06-Improve  

6. Act, tweak and improve


The information you receive is as fresh as it gets. And since it's also straight from the source it's highly valuable and allows you to better understand the sales potential of your specific meetings. And act accordingly. It also allows you to tweak your presentation skills and generally improve and become an even better Sales Representative than you already are!