Heard By Meg
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    Sales Process·5 min read

    Three Conversations. One Gets the Client.

    Three Conversations. One Gets the Client.

    Every consultant walks into a new business conversation with a version of how it will go.

    Friendly. Productive. The client immediately sees your value. They love what you're offering. You start next week.

    Then the actual conversation happens.

    Here are three versions of the same meeting:

    The Fantasy

    The Typical

    The Blueprint

    Scenario 1: The Fantasy

    Buyer: So tell me a little about yourself!

    Consultant: I work with companies going through growth transitions to build stronger operational foundations.

    Buyer: Oh wow. That is exactly what we need right now.

    Consultant: I offer services across strategy, operations, change management, team development, and executive coaching. Also some communications and culture work if that's helpful. I am a Swiss army knife.

    Buyer: We need all of that. What do you charge?

    Consultant: I work hourly. $250 an hour.

    Buyer: Perfect. That's well within our budget. When can you start?

    [This conversation has never happened. Not once. Not to anyone.]

    Scenario 2: The Typical

    Buyer: So what exactly do you do?

    Consultant: I work with businesses to help them grow. I have a background in operations and strategy, but I'm pretty flexible depending on what a company needs.

    Buyer: Okay. What would that look like for us specifically?

    Consultant: I offer a range of services. Strategic assessments, operational consulting, team workshops, leadership coaching. Really whatever you think would be most useful.

    Buyer: And what do you charge?

    Consultant: I work hourly. My rate is $225 an hour.

    Buyer: Okay. Let me think about it and loop in a couple of other people.

    Consultant: Of course, no rush at all. I'll send you some materials.

    [One week passes.]

    Consultant (email): Hi! Just checking in to see if you had a chance to look at what I sent.

    [No reply.]

    Consultant (email, two weeks later): Hi again, just wanted to follow up in case my last email got lost!

    [No reply.]

    [This happens on repeat. And if you are struggling with revenue, it has probably happened to you.]

    Scenario 3: The Blueprint

    Buyer: So what exactly do you do?

    Consultant: I work with mid-size consumer brands that have strong products but inconsistent revenue growth. Usually the issue is positioning and go-to-market: they're not reaching the right buyers, or the message isn't landing with the people making the decision. I fix that.

    Buyer: That's actually pretty relevant to where we are. We've been struggling to grow outside our existing customer base.

    Consultant: Tell me more. How long has that been the case, and what have you already tried?

    [Buyer explains. Consultant listens, asks follow-up questions.]

    Consultant: Based on what you're describing, I don't think this is a reach problem. It sounds like a positioning problem. You're speaking to a broad audience when you need to be speaking to a specific one. That's fixable, but it means starting upstream of your marketing.

    Buyer: Interesting. What would you suggest?

    Consultant: I'd start with a focused diagnostic: two weeks, conversations with your team and a handful of customers, a clear readout of where the breakdown is and what to address first. That's where I always begin. It gives us both a concrete picture before committing to anything bigger.

    Buyer: What does that cost?

    Consultant: $8,500 flat. You'll have a concrete set of findings and specific recommendations regardless of what comes next.

    Consultant: You mentioned your average client is worth around $200,000. Converting just one new client from what I deliver returns more than 20 times your investment, and you'll almost certainly convert more than one.

    Buyer: That seems reasonable. Let me check with my partner and get back to you.

    Consultant: Let's put something on the calendar now to confirm you want to move ahead and finalize a start date. Are you available Friday at 10?

    Buyer: Sounds good.

    Consultant: Perfect. In the meantime, I'll confirm all of this in an email.

    [Friday.]

    Consultant: Hi, I'm ready to move forward when you are. I have availability starting the first of next month.

    Buyer: Yes. We'd like to move forward.

    Consultant: Great. The agreement is ready, it will be in your inbox in a few minutes. Please review and sign by Tuesday to hold your start date.

    The third conversation works for one reason: preparation. Clear positioning. A diagnostic approach instead of a services menu. A defined offer with real scope. Explicitly stated ROI. A process that moves toward a decision rather than drifting toward silence.

    The buyer said yes for the same reason buyers say yes to anyone: they felt understood, they could clearly see the scope and ROI, and the next step was easy.

    Build that process. Run it every time.

    Ready to build your sales process?

    The Go-to-Market Jumpstart gives you a diagnosis and a clear plan in one 90-minute session.

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    Meg Crumbine
    Meg Crumbine is the founder of Heard and a go-to-market strategist for ex-corporate women building B2B consulting and service businesses. She helps women turn their expertise into clear positioning, smarter offers, and a lead generation strategy that creates strong revenue.
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