Which task should be completed before meeting with a customer for an exploratory discussion?

Before meeting with a customer for an exploratory discussion, the most important task to complete isdoing background research. This involves understanding the customer's business, their industry, potential pain points, and any existing sustainability or technology initiatives they may have. Conducting thorough research allows you to tailor the discussion to the customer’s needs, demonstrating that you understand their challenges and are prepared to offer relevant solutions.

Preparation through research enables more productive conversations and increases the likelihood of establishing a strong, trust-based relationship with the customer.

Environmental Sustainability References:

Harvard Business Review. (2021).The Importance of Background Research in Customer Engagement.

McKinsey & Company. (2020).How to Prepare for Successful Customer Meetings: A Research-Driven Approach.