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The Beginner’s Guide to Meeting the C-Suite

The C-suite have power, influence and budget, so don't be a stranger. Follow this 3-step process to secure a meeting with your client's C-level executives.
The Beginner’s Guide to Meeting the C-Suite

Why Key Account Managers Need to Meet the C-suite

Feeling stuck because the economy’s down? You’re not the only one wondering how to grow key accounts when times ar

Why should you want to meet with C-level executives? Because that’s where the influence, the budgets and the decision making power is.

Beyond that, a relationship with the C-Suite signals to everyone within your clients’ organisation that who you are and what you do are important. Let’s look at the buying cycle.  

The C-level typically get involved at the beginning when the scope is being established and the decision to go to market or look for a new supplier is made.  They disappear until a supplier is appointed and the deal implemented. In between they delegate to their direct reports to manage the buying process and supplier relationships.

And so they should, they’re busy people. However, if you’re an key account manager looking after an existing client and deal with a single point of contact, the chances of you meeting with the C-Suite are slim. 

Unless you make the first move.

Why the C-suite Want to Meet Their Key Account Manager

There’s no need to be afraid or intimidated by their title.  C-level executives are just like you and me.  They have a job to do and anyone that can help them do that job has an opportunity to get in front of them.

You’re an existing partner, you’re a subject matter expert and you know your industry and your solution. The C-suite are short on time, don’t know your industry and don’t know your solution.  If you can fast track their understanding and get them some meaningful insights that will make an impact then you will have no trouble securing a C-level meeting.

In fact, if you can show them a way to improve the bottom line and position it in a compelling way, the C-suite will be calling you!

It doesn’t matter if you’re a small company or the world’s largest.  Whether you’re a start-up or Amazon.

If you’re a small company, it’s in the C-suite’s interest to help you if you’re already a supplier. They benefit if you grow – because you’ll develop and enhance your solution.

If you’re a large company, you may reward them with reciprocal agreements, referrals to your clients, or showcase their business and their teams at conferences, conduct white papers and offer them other opportunities.

Now granted, a smaller company may need to fight a little harder for attention but I’m about to share a simple three step process that will get you that meeting with the C-level executive regardless of the size of your business.

How to Meet the C-suite

The C-suite are short on time and expect you to know your stuff. Remember their earning hundreds even thousands of dollars an hour, so their time is precious.

So you absolutely must make the very most of your first meeting or you won’t get a second.

Research. Plan. Meet. 

(I call it the RPM Method.)

These are three steps you need to follow in order to identify, connect and engage with the right C-level executive to get the results you want.

Let’s explore them.


The foundation is research. There’s no shortcuts here. You really need to understand your client, their industry and the C-level executive you want to meet with. Understand what’s important to them, the challenges they face and how you can align your solution to solve those problems.

Otherwise anything you pitch at that C-level meeting will be pray and spray.

Make absolutely certain when you get in front of them, you know everything you need to know and are completely credible so you can position your value in a way that’s going to get them excited.


Find the right C-Suite

You’re not going to meet with each and every C-level executive.  It will be dependent on your solution and who makes the buying decisions within your clients’ organisation.

Here’s some of the more well known C-level executive roles and responsibilities that go with the title.

There’s 50+ more so do some homework and think about those that are relevant.  The more you know about what the C-Suite do, the more you will understand them.

  • CEO. Oversees the executive team, company developments and public image.
  • Chief Marketing Officer. Customer acquisition and retention, brand management.
  • Chief Financial Officer. Financial risks, capital structure, budgets and forecasting.
  • Chief Information Officer. Technology and computer systems.
  • Chief Talent Officer. Manage HR, staff development programs, craft company culture.
  • Chief Operating Officer. Oversees business operations.


How to find the right C-level executive

Here’s some advice to identify the right C-level executive and begin your research:

  • Ask your main point of contact for a copy of their org chart.  This will give you not only the C-Suite but their direct reports.  This will be useful later when you want to leverage your networks to get a meeting.
  • Your point of contact will ask why you want it.  Be prepared with an answer for that question.
  • Follow your clients’ company page on LinkedIn
  • Follow your clients’ C-Suite on LinkedIn and any other important decision makers and influencers
  • Review their profile on LinkedIn. Look for:
    • Common connections
    • Similar experience or background (maybe you once worked for the same company or did the same job)
    • What groups do they belong to – join them
    • What associations are they in – follow them
  • Set up time in your diary to regularly engage with LinkedIn posts of the C-level executive and client you’re targeting.
  • Leave thoughtful comments that contribute to the conversation. But don’t over do it.  Be authentic. Engage and interact on the stories that interest you. Not every single one.
  • Scroll through your target C-level executive’s post activity:
    • Are they using LinkedIn?
    • Are they sharing content regularly?
    • Have they written any articles? What were they about and how might you draw conclusions that might be relevant to your own business and solution
    • Are there patterns or themes in the content that will give you some clues into what is important to them?
  • Regularly summarise your observations on your clients’ business and the people who you want to grow stronger relationships with.  Things will change over time so I suggest you add these notes to your CRM.

Don’t stop there.

There’s a lot of great places to do research.  One of my favourites is Twitter and consider following my Business Trends Twitter List where you can easily find tweets from all the major consultancy firms and journals.

This will really help you with your industry knowledge and staying on top of emerging trends.


Why do you want to connect with the C-suite and more importantly, why would they want to see you?  What is the objective? You need to have something compelling beyond merely a relationship. What do you want to achieve and how will it excite the C-level executives you want to get in front of?

Start with metrics that matter and write a few sentences for each of these:

  • What are the KPI’s the C-level executive is measured by?
  • What are their challenges in achieving those KPI’s?
  • How have they performed to date?
  • How can your solution solve for that challenge?
  • What kind of results can they expect to see if they implement your solution?
  • How will you measure the success? 
  • How will you quantify the results for the baseline (where they are today) and the target (where you will get them to)

You’ll want to categorise your return on investment into one of only three categories that impact the bottom line. You should be able to draw a link from the KPI to your solution to one of these:

  • Cost avoidance – for example your solution means they won’t have to hire new staff – they can do more with the same resources
  • Cost reduction – for example your solution means they can cut headcount – they can do the same (or more) with less resources
  • Generate revenue – self-explanatory – your solution will help them make more money – new sales, improve gross margin etc.

Capture all of this along with with any related action steps in your strategic planning process.  

Create an elevator pitch from your plan and practice it.  Try it out in front of your boss, colleagues and your main point of contact.  The more practice, the more confident you’ll be when it’s time to meet with the C-suite.

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I’ve read as many as 85% of C-level executives will accept a meeting if the recommendation comes from a colleague.

So the odds of getting in front of the C-Suite are way better if someone from the inside the company will introduce you. That person is likely to be your main point of contact. In an ideal world they will also be your sponsor and help you get in front of your target C-level executives.  

Why would they help you?

Because they can bask in your reflected glory.  If your solution will make the C-Suite look good, your main point of contact will also look good for introducing you to them. You may find you main point of contact isn’t convinced, or is to scared or bored to bother the C-level executives you want to meet with. There are plenty of ways around this (remember that org chart?) including going straight to the source.

Obviously respect the relationship but if your point of contact is proving to be an obstacle, don’t be afraid to connect with and leverage other people within your clients’ organisation for that introduction.

Make it easy

The secret to getting a referral is to make it so easy for them it’s impossible to say “No”.  You’ve got your elevator pitch which speaks to the C-level executive, their KPI’s and challenges and importantly, how your solution solves them and the return on investment.

Here’s what to do:

  • Create a draft email for your point of contact to send on your behalf with some relevant attachments of your initial scope of the opportunity.
  • Create a one-page slide, infographic or chart that can be embedded in an email.  Not to wordy – it should be visual.
  • Volunteer to make send the email direct if they simply send a brief note to the C-level saying they’ve discussed an opportunity with you and asked you to reach out to them directly.
  • Keep it brief – ask for only 15 to 30 minutes.
  • Take advantage of any time you’re in the building for other reasons.  For example, my quarterly reviews are often 90 minutes to 2 hours long so I’ll let the C-level executive know I’ll be on site and frame the meeting more like a drop-in.
  • Pick up the phone. If they don’t answer, leave a voicemail mentioning who you are, and that you recently met with your point of contact about an opportunity for your solution to have a positive impact on [insert target KPI] and would like to find some time to connect and discuss.

Expect to wait

You’re probably bursting with excitement and can’t wait for that meeting with the C-level but do remember they’re busy people and their calendars are jam-packed.

I recommend you position your meeting with lots of notice – around 6 to 8 weeks.  If they’re available sooner, then take advantage of the opportunity.

While you’re waiting, continue to engage with their content on LinkedIn, send the occasional email with some useful information and continue to demonstrate your value.  That way even if your meeting gets cancelled you’ve made a good impression and it’ll have a better chance of being rescheduled.

How to Structure Your First Meeting With the C-suite

Here’s a great framework for structuring your initial meeting with C-level executives from the book Selling to the C-Suite: What Every Executive Wants You to Know About Successfully Selling to the Top by Dr Steve Bistritz.

Your first meeting with C-level executives is about connecting, building rapport, exploring the opportunity, gaining permission to pursue it.

No PowerPoint. Just you, the C-level and pen and paper or if you can get one, a whiteboard.

When you wrap up make it very clear what the next steps are and the actions you’ll take and secure that commitment for a follow up meeting.

Save the presentation for the next meeting.

Selling to the C-Suite: What Every Executive Wants You to Know About Successfully Selling to the Top”

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