Case in point, I was in a plant managers office yesterday with 2 of his key people and I was trying to keep my business which is worth about $100,000 annually with the customer. This is on my day job. I was called to this meeting and given no agenda, I actually wasn't originally even told who I 'd be meeting with. I asked for the attendees and the agenda and was only given the attendees. So I drove an hour to attend a meeting with three people with no idea what the agenda was. Were they going to grill me? Were they going to give my business to someone else? Needless to say that was my chance to keep my business or lose it. It all comes down to the customers expectations. They had bids from some of my competitors on their desks when I walked into the meeting. The rest they say is history. Iw as awarded the business today for another 12 months. Yes I made some concessions, but I also know where I stand with the customer.
It's all about expectations. You have to ask the questions, listen to the customer and they will tell you what their expectations are and then you have a road map to a satisfied customer. He told me to my face that My knowledge and hands on approach to his business is why he stayed with me. That's a heck of compliment and one I don't take lightly. I can nearly count on one hand in 25 years in the same industry that a customer has paid me a compliment like that, especially in front of others.
So I would say that Mike's VIF form should be an integral part of your sales tools. Use it as a road map to a satisfied customer.