B2B Client Interview Guidelines

One bad conversation can stall a deal.  (Let's fix that.) Here's the trap even the best can fall into: ✅ You said, “Can I get 15 minutes?” ❌ They heard, “You’re just a name on my calendar.” ✅ You said, “Here’s our pricing page.” ❌ They heard, “You’d better be ready to commit.” ✅ You said, “Do you have any questions?” ❌ They heard, “I’m done talking, it's your turn to buy.” In client development, tone is strategy. And the difference between pressure and partnership? Just a few words. Because the real challenge isn’t getting time  with a client. It’s making that time count. Here are 12 proven phrases to build trust  (without sounding like a sales rep): 1. “How have things been going with [X]?” → Feels personal, not transactional. 2. “What’s your thinking around [this topic] these days?” → Opens a door, not a pitch. 3. “What would success look like if everything went right?” → Focuses on their goals, not gaps. 4. “What’s one thing you’d love to improve in 90 days?” → Specific, hopeful, and actionable. 5. “What feels risky or fuzzy about this?” → Makes doubt safe to share. 6. “Want to sketch some options together?” → Co-creates instead of prescribes. 7. “Want me to mock up a few paths forward?” → Shows flexibility, not a fixed pitch. 8. “Want to hear how others tackled this?” → Adds value, zero pressure. 9. “What would need to shift to make this a priority?” → Respects their timeline, invites partnership. 10. “Would a custom version be more helpful?” → Tailors the next step to them. 11. “Great point, can we unpack that together?” → Builds trust through collaboration. 12. “What’s the best way I can support you right now?” → Puts their needs first, signals partnership. These phrases do more than sound better. They feel better. Because they reflect how great BD actually works: 👉 With empathy 👉 With curiosity 👉 With clients, not at them Try one this week. It could turn a stalled deal into a deep conversation. Which one will you lead with? 📌Follow Mo Bunnell for client-growth strategies  that don’t feel like selling.

The B2B sales Playbook: How MBB Firms sell (and you should too) The other day, I was in a meeting where a major brand was pitching to one of my clients. It was painful to watch. For 30 minutes, they talked about themselves. Their capabilities. Their success stories. Their tech. Their global reach. Not once did they ask, “What’s your problem?” Not once did they try to understand what actually mattered to the client. This happens ALL THE TIME in B2B sales. And it’s the fastest way to kill a deal before it even starts. Here’s the thing: B2B sales isn’t about you. It’s about them. And whether you’re a startup selling SaaS, an engineering firm pitching to a construction company, a boutique consultancy, or anyone selling projects to enterprises this playbook applies. It’s the method consultants have used for 50+ years to sell multi-million-dollar projects. Here’s how to do it right. 1. Stop selling solutions. Start diagnosing problems. The biggest mistake? Pushing your services instead of uncovering the client’s actual pain points. MBB rule: Never sell a solution before diagnosing the problem. The first meeting isn’t about what you do. It’s about what they need. - Ask smart questions. - Identify the real pain points. - Find the problem behind the problem. The best salespeople don’t pitch. They make the client realize they deeply understand their challenges. 2. Forget proposals. Start with a short memo. Once you identify an opportunity, DO NOT jump into a full proposal. Instead, test the waters with a short memo covering: - What you understood about their problem - How you think it can be solved - The impact it could have A memo lets you validate interest before you waste time crafting a proposal. If the client says, “This makes sense. What’s next?” then, and only then, you move forward. 3. Nail the proposal without the price. Here’s the mistake most people make: They include fees too early. Before discussing price, you need the client to say: - "Yes, this is the right problem.” - “Yes, this methodology makes sense.” - “Yes, this outcome is valuable to us.” You want full alignment before price even enters the conversation. Because if the client questions the cost before they’ve bought into the solution, you’ve already lost. 4. Price based on impact, not effort. Most people price their services based on effort. Wrong. Your internal costs don’t matter. The only thing that matters is the value you create. If solving this problem saves the client $50M, your fee isn’t about your hours; it’s about your role in that value. If your price is based on cost, you’re a commodity. If your price is based on value, you’re a partner. Final thought. Most people sell like that multinational: pushing services instead of solving problems. MBB firms? They do the opposite. They frame problems, align the client before discussing price, and charge based on impact, not effort. This playbook works in every B2B deal. Try it.

I interviewed 150+ B2B buyers in the last 6 months. Here’s the most surprising thing I learned: AE's asking for a 30 minute demo call kills pipeline For a buyer, 30 minutes is a HUGE ask. And if you are using a scheduling link and making them wait 2 weeks for that call, you're dead on arrival.    There are over 1,000,000 sales reps in the United States. These 30 minute demo calls add up to millions of decision maker hours every month. You need to use your buyers time (and attention) more responsibly Buyers want instant answers. They do not think 30 min is fair ask just to get clarity on a few questions The problem isn’t the demo but how and when you do it. Here’s what's actually working for sellers today: 1. ChatGPT: Get the answers to your qualifying questions on ChatGPT and spare the buyer with obvious questions 2. Trust : Use the time to build trust and “really” understand the buyer needs. Ask “What value can I provide you with today to earn the right to another call?” 3. Actively Listen: Let the buyer speak. Listen between the lines. Record the call and listen to it again. 4. Reduce time: Reduce the time for discovery calls to 15 min but try to do it within 24-48 hours 5. Solve problems : 30 minutes isn’t enough to build trust. Trust develops over repeat interactions through consistent problem-solving. Get the process started. 6. Many 15 min calls: Try to do multiple 15 min calls with emails or slack. Use the cadence that works best for the buyer to get immediate value. 7. Provide Micro Value: In every call try to deliver something of value - content, free demo, insights, recommendations or introductions. Ask how you can be useful. When buyers reach out they are often looking for expertise and not a demo Sooner they get the answers, the faster they can move through the buyer’s journey Don’t try to slow them down with relentless qualifying questions or irrelevant demos. The future of sales will not be driven by 30 min demo calls It will be won by sellers that respond fast, solve real buyer problems and earn trust in every interaction.  At Zeer AI, we are building research tools that make this future possible. Until then review your content for the 30 min demo calls and keep earning the right to your buyers time.

One year ago our churn was over 15%/mo. I was focused on Founder Brand, one-to-many selling, and building a community. Jonathan Shuster, DM’d me and said there was one OBVIOUS thing I was ignoring completely: Actually talking to my customers. (This seems so idiotic in hindsight I’m embarrassed to be even write this) I finally linked up with Jonathan this summer. He helped me put together a low-lift churn study and set up a regular cadence of customer interviews. While it hasn’t come close to solving the churn problem, it has helped churn, and made me feel much better about the direction we’re going with RB2B. Here’s Jonathan’s 5-step guide on who to interview and what to say: 1. Find your BEST customers. - Dig into intercom, stripe, baremetrics, or whatever else you have to find your longest-standing, high LTV customers. - Pull 35-50 people out of that segment to ask for an interview - Send them a one-to-one email asking them if they’d talk to you (the CEO) about the product for 15min - Line up 5 interviews. More than 5 and you will start hearing the same thing over and over again. - See my copy below (image) 2. Find a few of your your churned customers who you THOUGHT should be high-LTV. - Enrich your customer list by revenue, industry, employee count, web traffic, and whatever else you use to determine ICP fit - Find 35-50 churned customers that match your ICP - Send them an email that says “I am the founder of RB2B and I really, really, really want to understand why you churned. Would you be willing to hop on a 10 min call to discuss?” - Line up 5 interviews (you only need 5) 3. Ask your best customers five questions like these (modify them for your product) - Why did you choose us versus the other solutions out there? What's the rest of your stack look like? - If we were to disappear tomorrow and you couldn't have us, what would you do? - When you find a good lead/visitor, how do you know it's a good match? - What do you do when you find a good lead? How do you route it? - What do you do when you find a bad lead? 4. Ask your churned customers the following q’s (modified for your biz): - How'd you choose to evaluate us? Where'd you hear about us? - Do you use anyone else to solve this problem now? - Be brutally honest, what didn't work? - How do you figure out what is a good vs bad lead - What would make it so you could use us again? 5. Determine your product roadmap based on what you’re not doing that people want, and your marketing message based on what you ARE doing that people love. TAKEAWAY Most founders will read this, nod along, and never actually do it. They'll tell themselves they're too busy building, or that they already 'know' their customers. Don't be that founder. Block off 2 hours this week, send those emails, and have those conversations. Your solutions to churn are hiding in plain sight. You just need to ask.