One aspect of working in pre-sales that I enjoy is the constant variation in tasks and the opportunity to engage with diverse clients. In my role, I find myself immersed in a wide range of activities, including:
- Planning sessions
- Discovery meetings
- Demonstration setups
- Proposal statement of works generation
- Business case creation
- Proposal delivery meetings
- Internal discussions
- and even social media management!
The ever-evolving nature of my responsibilities ensures that monotony remains at bay.
However, it’s important to note that this fluidity also means frequently transitioning between different projects rather than focusing on a single endeavour from start to finish. This demands a high level of organisation and planning. Take tomorrow, for example—I have three consecutive discovery sessions lined up. From 1:30 PM to 5:30 PM, I’ll be immersed in these meetings or documenting my notes and preparing for the next one. Adequate preparation and note-taking are vital, with a brief 30-minute window between each session to refine my notes and review the material for the upcoming meeting. Such planning is the key to ensuring I bring my best self to each interaction.
While this constant juggling keeps me on my toes and perpetually engaged, it’s worth acknowledging that some individuals may find it stressful to constantly switch gears. However, I firmly believe that this stress can be mitigated by embracing the “8 P’s”: Prior Preparation Planning and Practice Prevents Piss Poor Performance. By adhering to this principle and maintaining a proactive approach, one can effectively navigate the challenges and find a sense of balance amidst the hustle and bustle.
In conclusion, the dynamic world of pre-sales presents an enticing combination of variety and challenges. It keeps me consistently engaged, preventing boredom from creeping in. Although there may be moments of stress associated with managing multiple projects simultaneously, adopting a strategic mindset and incorporating effective planning techniques can transform these challenges into opportunities for growth and success.