back to portfolio | back to deepbrook home | by Jeff Dieffenbach
A Salesperson’s Guide to Conference Networking for Fun, Education… and Profit

For extroverts, conferences can be a veritable playground. For introverts, a slog or even a worst nightmare. For both, a waste of time… in the absence of a thoughtful plan for how to make the most of the event. This guide outlines a set of actionable steps—for introverts too!—to enjoying, learning, and selling at conferences and similar events.

Enjoying

Presumably, you’re not at a conference just to have fun—you’re there to learn or sell. That doesn’t mean you can’t enjoy the work. Unless you’re a total recluse, engaging with people on interesting topics is enjoyable. Follow the learning and selling steps below and you can’t help but have a great time along the way.

Learning

Just because your title says “sales” doesn’t mean you’re off the learning hook. Presumably, your company’s gone to fairly significant expense to get you on site, registered, fed, and lodged. Add some extra “R” to that “I” by keeping an eye out for—and bringing back—content and contacts that might benefit your colleagues in production and product management. Collecting information is just a side benefit, though—as we’ll touch on in the selling section, conference sessions offer a chance to do just that.
     Plan your conference time in advance

In advance of the conference, study the program and plan the sessions you’ll attend. You might imagine being able to do this in real time once the event is underway … but you’d be wrong. Amidst the buzz of conversations, the ticking of the clock, and the march of session titles that all start to blur together, it’s simply not practical to make heads or tails of what’s what on the fly.

Keynote sessions with no competition are easy enough. But even with the luxury of time, it can be hard to keep the contents of ten parallel breakout sessions straight in your head. If the format allows, print them out so that you can compare them side-by-side. Or failing that, use the “binary sort” method that works as follows.

First, read and grasp the first session. Don’t just consider the content—take a look at the presenters and their organizations. Are they likely to deliver? Then, do the same for the second, and choose the better spend of your time. Now, tackle the third session and compare to the better of the first two. And so on. Note your choices in your calendar, on a pocket-sized printout of the agenda summary, or simply on a scrap of paper.

Also, pay attention to any registration list that the conference provides. Does it include phone numbers and/or email addresses? If so, there’s less need to get a business card when you’re talking with someone. But don’t assume that the list will include this information without checking first.

     Share what you learn

Once you’re on site, take good notes. If you can do so electronically, all the better—it’ll save you time typing them up later. Once you’re done, preface them with an executive summary and share them with your colleagues appropriately.

Just because you’re there to learn doesn’t mean you need to attend every session. If a particular keynote or lineup of talks doesn’t offer anything of value, earmark the time to explore the exposition or arrange a meeting with a fellow attendee.

Selling

Just because you’re at the conference to learn doesn’t mean you’re off the selling hook. When you represent your organization well, you’re selling. And when you’re selling, you’re learning. In addition, as you meet and talk with people throughout the course of the conference, end by asking for their contact information and permission to have someone else from your organization give them a call to get to know one another.
For all but the most simple of products and services, it’s rare that you sell to someone unless you’ve first built a relationship. And building relationships—in a conference setting, what we might call “micro-relationships”—is what you’re there to do. More specifically, starting relationships, which we’ll focus on here.

To varying degrees, everyone at a conference is there to network. And that means meeting people. So as much as it may feel as if introducing yourself is an intrusion, it’s not.

     Craft a crisp introduction

Before you’re ready to introduce yourself, though, there’s one key pre-requisite: having a crisp statement of what your organization does. How crisp? Two sentences. That is, if you can’t get the job done in one. Don’t worry—if your introduction goes well, you’ll get a chance to say more.

What constitutes an introduction going well? One of two outcomes: one, you and your conversation mate quickly detect a fit, or two, quickly detect a lack thereof. Given the former, continue the conversation. Given the latter, politely excuse yourself (more on that in a bit) and move on. What’s most precious at a conference is time—what you want to do most is avoid a protracted conversation that was dead on arrival.

Make the first sentence of your crisp and catchy statement as jargon-free as possible in describing what you do. At Lexia Learning Systems, we used “we create reading skill development software.” During a recent chat with someone from Air Methods, he used “we save lives.” For Medallion Learning, we might say “We create elearning experiences that put the learner first.”

Arguably, Air Methods doesn’t even need a second sentence to engage their audience. When I heard “we save lives,” I leaned forward, said I was hooked, and prompted, “Tell me more ...” (For those keeping score at home, Air Methods operates the helicopter and fixed-wing “life flights” that get accident victims to hospitals or patients from one hospital to another.)

At Medallion Learning, we use sentence two to give a quick example: “For instance, we work with clients to create and deliver online product and service training to sales forces and customer service teams.” Is that all we do? No, but we can flesh our offering out deeper in the conversation.

     Find the right moment to introduce yourself

So, you’ve got your “pitch” practiced. When’s the best time to deliver it? In short, any time you’re not interrupting a conversation that’s already well underway (but unless the topic is clearly private, that shouldn’t stop you from joining and listening quietly until there’s a chance to introduce yourself). Here are examples of times that fit the bill.
  • While standing in line at registration
  • With your seat mate prior to the start of a session
  • With a speaker immediately after their talk (consider sitting close to get a jump on the line)
  • During a coffee or refreshment break
  • With your seat mate and table at lunch
  • While waiting to board or riding a shuttle bus
  • Mingling at a reception or with your seatmate and table at dinner
In particular, look for people alone—there’s a good chance they’ll be grateful to you for reaching out.

     Guide the conversation

Start with a “Hi, I’m [name] with [organization]” and extend your hand to shake. Listen (and remember!) their response. Then, deploy your brief introduction. As quickly as you can, direct the conversation back to them with a (politely relentless) set of questions along the lines of those below. It’s no surprise—people generally like to talk about themselves. After they’ve spoken with you a bit, their subconscious usually tells them that they like talking with you—they wouldn’t be talking with someone they don’t like, would they? And liking you is the start of a (micro-)relationship.
  1. Who are you with?
  2. What business is your organization in (if it’s not obvious—consider skipping this one if they’re from Ford Motor Company!)
  3. What’s your role?
  4. Who’s your internal or external customer?
  5. What are the challenges you face?
  6. What are the resources you bring to bear?
  7. Where are you based?
  8. With what other organizations have you worked before?
  9. Where did you go to school? (if appropriate—best for people on the younger side)
  10. Would it be okay if I contacted you after the conference to arrange a time when we might talk?
  11. Assuming that the person you’re talking with is a good fit with your offering
  12. Do you have a team that’s responsible for [product or service that your organization offers]? (assuming of course that the person you’re talking with doesn’t meet that description)
  13. Would you be able to make an introduction on my behalf?
     Identify a fit

What you’re looking for, of course, is a fit. What’s a “fit?” In short, it’s a reason to keep talking and start a “conversational relationship.” The fit might be an obvious business connection or an indirect experience in common. The fit might be with the person with whom you’re talking or someone else within their organization, in the latter case either at the conference or back at their office. To get to that fit, you need to build trust, trust that’s earned as the conversation (even a short one) unfolds.

Let’s take a deeper look at the numbered questions above.
  • Questions 1-3 are designed to determine if the person might be a customer of your offering
  • Questions 4-6 are designed to do one of two things
    • If their role is NOT likely to buy your offering, let them demonstrate their expertise
    • If their role IS likely to buy your offering, help you target their need
  • Questions 7-9 are designed to help you find people, places, or organizations in common
    • This is “bonding” time
For the most part, conferences are where you start relationships, not convert them to business. But that doesn’t mean there isn’t a “sale” to close.

     Close the “sale”

The final set of questions are about closing the “sale”—that is, arriving at a successful conference outcome.
  • Question 10 is designed to get agreement to set up a time to talk with the person you’ve met
    • A right you’ve “earned” through bonding
  • Questions 11-12 are designed to get agreement to get you the name of someone else with whom you might talk
    • A right you’ve “earned” through bonding
In sum, if you come away from a conference with an agreement to schedule a near-future conversation to explore potential fit, to get an introduction to someone else from the organization with whom there might be such a fit, or both, you’ve successfully closed.

To be sure, selling is an art. Taken as a whole, selling can seem a daunting task, especially early in the process when relationships first start. Breaking this phase of selling down into concrete, actionable steps adds science to the art.