Presenting To A Customer With My Competitor

You’ll rarely see a homeowner ask two different companies for an appointment at the same time, but that’s where I found myself recently. This episode will break down how I adapted to this situation, and specifically what I did to give my own company the edge over theirs.

Presenting To A Customer With My Competitor

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Episode Highlights

In-Depth Podcast Summary

  • Joint competitor appointments are rare and challenging: Taylor had never experienced this before and found it difficult to navigate the dynamic.
  • Timing and presence matter: Arriving late ceded the initial impression and allowed the competitor to set a negative tone. Being on time (or early) for such appointments is critical.
  • Maintain control of the meeting: Letting the competitor dictate terms or the flow risks losing influence. Clear boundaries and setting expectations early can help.
  • Focus on value beyond price: Price battles can become a race to the bottom; highlighting warranties, service quality, and local ownership can differentiate offerings.
  • Avoid negative selling: Speaking poorly about competitors often backfires. Framing differences as customer perceptions or third-party feedback is more effective.
  • Ask probing, direct questions: Questions like “If all else is equal, which would you choose?” help uncover customer preferences and decision drivers.
  • Prepare for unexpected situations: This experience underscores the need to be flexible and ready for unconventional negotiation formats.
  • Follow-up strategies matter: Sending contracts without personal engagement can lose momentum; a clear follow-up plan that keeps the conversation open is vital.

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