I got an email from a vendor yesterday requesting a meeting. It said:
“Hi Rick
I wanted to set up a meeting with you next wed at 330pm to go over the [copier]. Please let me know if this works for you
Best”
Before I’m interested in a meeting about a copier that I’m already in contract with, I want to know why this would be a good idea. So I replied:
“Hope I don’t offend you with this:
Send me what you’re specifically interested in talking about, then I’ll let you know if I have time for it.
Just going over the [copier] doesn’t sound terribly interesting.”
Four quick vendor tips for getting a meeting with busy people:
- Specific: “Your contract is 2 years into a 3 year deal. I’d like to talk to you about renewal options for equipment and service.” Unless I know why you want to meet, I don’t want to meet.
- Brief: Single lines, bullet points. No paragraphs. Don’t make me work to read your email.
- Time-Bound: “May we schedule a meeting from 3:30PM to 3:45PM on Wednesday?” Without a pre-determined bailout time, I’m less likely to accept a meeting.
- Connect the Meeting with an Additional Service: “I’m planning to run some equipment tests from 3:00 – 3:30PM on Wednesday, may I meet with you afterward for 15 minutes to talk about [specific reasons].” Or, “I’ll have a cup of Starbucks with me to stay fresh as the day winds down. If 3:30PM works for you, what can I pick up for you on the way in?”
- Spelling and Grammar: From the signature line of the request above: “Certified Vendor For Sevice & Supplies.” Help me be confident in your ability to be accurate.
If you can’t identify with any reasonable confidence why you should accept a meeting with a vendor, skip it.




