How a Lack of Research Can Cost You

18 Mar 2026 · 1 min
1:26

In this segment, the speaker warns junior consultants and service providers that failing to do basic research before a sales or consulting call can immediately undermine credibility and cost deals. He illustrates the problem with generic, uninformed questions such as “Tell me about your company,” “Who are your investors?” or “What revenue are you turning over?” and contrasts them with deeper, investor‑aware questions like “What would Investor ABC think about this hire?” and “What does that hire need to achieve for the investor?” The speaker argues that asking the latter signals preparation, understanding of the client’s strategic context, and genuine interest, which in turn positions the consultant as a valuable partner. He stresses that positioning does not require formal attire, but it does require thorough research, clear preparation, and an enthusiastic, non‑blasé attitude. The overall message is that the quality of pre‑call research and the way it is expressed directly influences whether a prospect perceives the consultant as competent and committed, ultimately determining whether the opportunity is won or lost.

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