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Please create agendas for each of the reasons, why you visit your customers, below:
As you know sending an agenda, before every meeting is a really power sales resource, which will help you to differentiate you from your competitors.
Invest some time now to create an agenda, for each of the purposes, you created for visiting your existing customers below. This exercise will serve to save you loads of time in the future and will support you to be properly prepared, before attending any meeting with your existing customers, in the future.
If I cherry pick, just one of the above, as a sample, it would look like this:
Identify Cross and Up Selling opportunities
If my objective is to support them to acquire a CRM system, the agenda would look as follows:
As you can see the above agendas, are designed to help me lead a customer towards a specific, optimised solution for them. I have strategic business alliances with the following organisations and when uncovering opportunities, for me to cross and up sell these, I would use a specific agenda, similar to the ones above, to positively influence my customers to use these services.
I have every agenda, available online, so when I am planning to visit an existing customer, it is really easy for me to acquire the specific agenda I need for that specific meeting.
Think about all the purposes, you have for calling on your existing customers and describe in detail, each specific agenda, you will deploy, when visiting each customer.
This response will be awarded full points automatically, but it can be reviewed and adjusted after submission.