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Inspiration




                      Research before hitting the road





























                 hrough the years, expert contributors to our   ample, you could learn about certain expressions that are
                 magazine have pointed out the importance of    common only in the region, so when you hear the expres-
                 researching a merchant before reaching out to   sions, you'll know exactly what the words mean.
        T connect by phone, email or in person. Several
        potential areas to explore include company mission and   Develop relationships
        guiding principles; history, including financial and sales    And while you're away, befriend people, like Uber or Lyft
        highlights; market niche; products and/or services offered;   drivers, who serve you. They may offer key information
        current payment acceptance setup; distinct challenges the   about a place you won't be able to get anywhere else. You
        individual merchant likely faces.                       may think such research isn't necessary since a tradeshow
                                                                you plan to attend will take place in a huge convention
        Having  this  information  on  hand  enables  you  to  assess   center where you'll spend almost all your time. But re-
        which products and services you could tailor for their spe-  search can pay off.
        cific needs before you meet, realizing you will learn more
        during your meeting and reassess accordingly.           You might, for instance, learn of a highly rated food truck
                                                                or cafe that's a short walk from the convention center, and
        It's not possible, of course, to find all relevant information   you could invite a potential new partner to lunch there
        about every merchant prospect, but with the internet re-  to experience the local cuisine. Or you could end up get-
        sources at our fingertips, much of it can be discerned with,   ting a job offer from a company based in the town you're
        for example, a review of the merchant's website, googling   visiting, and if you've done preliminary research, you'll
        them and studying their social media activity. It's also   already have an idea of some of the pros and cons of living
        helpful, when possible, to visit the merchant's location to   there.
        browse and observe.
        Research locales, too                                   Another thing to consider is that absorbing too much new
                                                                information at one time can be exhausting. If you already
        Just as researching your prospects before you reach out   know some of the basics of navigating the city and its cul-
        is invaluable, so is researching a destination where you   ture, you'll be less likely to experience information over-
        may be headed for a tradeshow or business meeting. If it's   load during a conference. So take a little time to dig into
        a meeting in a town near your home base, you can review   the places you'll be visiting. You'll be better prepared to
        the town's website to see if there are local developments   interact with the locals, ask intelligent questions of pro-
        a merchant might be concerned about. This is not neces-  spective clients or partners, and enjoy your travels.
        sarily so you can bring those issues up, but more so you
        can have knowledge of them should the merchant men-
        tion them.

        If you're traveling to a region of the country you've nev-
        er seen before or visiting a foreign land for a tradeshow,
        learning about the locale beforehand will provide essen-
        tial context for things you observe while there. For ex-                   Kate Gillespie, President and CEO

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