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How typically does buyer success meet with prospects in particular person?

by Inspirational Matters
March 13, 2025
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There’s an previous United Airways tv business from 1989 that underscores the significance of assembly prospects face-to-face. A boss is telling a roomful of workers that their firm’s oldest buyer fired them that morning.

Why? As a result of enterprise had develop into much less private.

“We used to do enterprise with a handshake; face-to-face,” says the boss within the business. “Now it’s a telephone name and a fax.”

We’ve come a great distance since fax machines with messaging and video conferencing, however relationships nonetheless matter in enterprise. Assembly prospects face-to-face is a confirmed technique to foster relationships. And most buyer success groups are doing this.

Greater than three-quarters (77%) of the 1,250 members in our annual Buyer Success Management Examine mentioned they meet with some phase of their buyer base face-to-face a minimum of as soon as per 12 months.

Right here’s how the numbers get away:

  • 22% meet prospects face-to-face as soon as per thirty days;
  • 29% meet prospects face-to-face as soon as per quarter;
  • 26% meet prospects face-to-face as soon as per 12 months; and
  • 23% by no means meet prospects face-to-face.

Graph showing how frequently customer success teams meet with customers in person; 22% once a month, 29% once a quarter, 26% once a year, and 23% never

The survey additionally segments respondent solutions sizes, as measured by income. There does look like a modest correlation between income and assembly frequency. In different phrases, the bigger the corporate the better the frequency. These numbers are damaged out by phase under.

Companies with $500 million or better in income:

  • 25% meet prospects face-to-face as soon as per thirty days;
  • 32% meet prospects face-to-face as soon as per quarter;
  • 26% meet prospects face-to-face as soon as per 12 months; and
  • 16% by no means meet prospects face-to-face.

Companies with $250-$499 million or better in income:

  • 29% meet prospects face-to-face as soon as per thirty days;
  • 43% meet prospects face-to-face as soon as per quarter;
  • 21% meet prospects face-to-face as soon as per 12 months; and
  • 7% by no means meet prospects face-to-face.

Companies with $50-$249 million or better in income:

  • 26% meet prospects face-to-face as soon as per thirty days;
  • 39% meet prospects face-to-face as soon as per quarter;
  • 20% meet prospects face-to-face as soon as per 12 months; and
  • 15% by no means meet prospects face-to-face.

Companies with $5-$49 million or better in income:

  • 19% meet prospects face-to-face as soon as per thirty days;
  • 22% meet prospects face-to-face as soon as per quarter;
  • 30% meet prospects face-to-face as soon as per 12 months; and
  • 30% by no means meet prospects face-to-face.

Companies with lower than $5 million in income:

  • 18% meet prospects face-to-face as soon as per thirty days;
  • 22% meet prospects face-to-face as soon as per quarter;
  • 28% meet prospects face-to-face as soon as per 12 months; and
  • 32% by no means meet prospects face-to-face.

Graph showing how frequently customer success teams meet with customers in person by company revenue

Obtain the complete report—2023 Buyer Success Management Examine—for a extra in-depth have a look at the engagement practices of at present’s buyer success groups. The report, which is a joint effort by ChurnZero, ESG, SaaStr, and HubSpot, is filled with metrics, benchmarks and insights that may assist buyer success leaders and staff members higher perceive the evolving panorama.

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