E54: Q&A Week: How to prepare for a sales call

December 28, 2023



What is the best way to prepare for a sales call?

In this episode I answer:


  • What is the best way to prepare for a sales call?



If you have any sales or mindset related questions, send me a message through the contact page or via LinkedIn.

  • Show Transcript

    Hello and welcome to Episode 54 of The Sales Experience Podcast. My name again is Jason Cutter. If you haven’t already, please subscribe to this wherever you download it from wherever you find podcast.


    It’s on iTunes, Stitcher, SoundCloud, Spotify, Google Play podcast. It’s on the CutterConsultingGroup.com website. It’s on Castillo’s, it’s everywhere I could possibly put it.


    If you can’t find it, you’re not sure where it is, or it’s not where you normally download it, send me a message through the CutterConsultingGroup.com website or through LinkedIn. Let me know where you’d like to find it, what would be easiest for you, I’ll make sure to get it on there as soon as possible.


    When you’re subscribing if possible, rate it, leave a comment, all of that helps so much. I love that and I appreciate it very much. It helps other people see what the show is about what the value they could get and helps me with my focus and mission to change the landscape for sales and how sales is done.


    The reason why if you’re new to the show, or if it’s been a while since you listened the beginning one, the reason why I call this the sales experience podcast is that my goal is to change the sales experience from the customer side, as well as how sales people do it.


    So, what sales people are focused on in order to close sales, doing things in the right way for themselves so that they can sleep at night, as well as to help customers help prospects help those leads, convert from a prospect into a paying customer, a client. And not just that, not just being a customer, but becoming an advocate, a raving fan.


    Somebody who is so happy that they could and might shout from the mountains and tell everybody they know about the kind of experience they had with you, which was totally different than what they were worried about. It’s totally different than what they feared what happened when interacting with a salesperson and what they were going to get and what they’ve always heard stories about or what other salespeople have done to them in the past that they regretted.


    Because we’ve all had that experience where we come across somebody who has their intentions in mind, that salespersons using manipulation, trying to get their way trying to close the sale so they could get paid or keep their job or whatever it is, and the person walks away. I’ve walked away thinking, “Oh my gosh, what did I just do? That was a mistake, either. How do I undo this? Or how do I make sure nobody finds out that I made this mistake? I don’t want anyone to know I bought this and I screwed up.”


    So that’s my focus, that’s my mission. I just want to recap that because it’s been a while since I talked about you may be wondering, who’s this crazy guy? Why does he call this a sales experience podcast? And why is he answering sales related questions?


    And that’s the reason, that’s my mission and focus is to change the landscape of everyone who’s in sales, get more people to see themselves as a sales professional. So, stop doing what maybe they’re taught, or they learn or they see in movies, or they understand to be what is sales, but it’s not really a sales professional way of being.


    And that’s why I’m answering these questions. Well, because this kind of covers lots of different things. And at some point, I’m going to get back to some theme weeks, where I go hard on a specific topic and dissect it for five days in a row.


    For now we’re going through questions. So hopefully, that helps get you caught up. Let me get into some questions here with time I have left.


    So the first one is what’s the best way to prepare for a sales call?


    Now, of course, this depends just like any of these questions that I have, where it depends on what you sell, and what that process looks like. If you’re a sales person who’s let’s say on a dialer, your telemarketing, you’re cold calling, or you’re taking inbound calls, and you have a shorter sales cycle.


    So, you’re dealing business to consumer, directly with consumers, then preparing for that sales call is about having your script in front of you. Knowing your script and understanding it what you’re going to say whether it’s a written script, or whether it’s in your head, you want to make sure you sound smooth.


    Now, you don’t want to sound salesy, and you don’t want to sound inappropriate with it. Right, you don’t necessarily have to be perfectly polished and perfectly smooth. But if you have a script that’s written and you’re supposed to be reading it and all you’re doing is stumbling, people are going to hang up on you before giving you a chance, because you’re just going to sound bad.


    You’re going to sound unprofessional and it’s going to freak them out, it’s going to worry them about wanting to give you money for your product or service, if you can’t even get through your intro or through your script.


    So, if that means before you take a single phone call or make a single phone call, if you’ve got to take that script, if possible, take it home and roll your significant other, call your parents and sell it to them, enroll your dog. Whatever it is, go through it as many times as it takes for it to sound more natural.


    Again, you don’t have to be perfectly perfect. Being too perfect will also trigger people to freak out. Your prospects that are going to worry that maybe you’re just a slick salesperson that’s out to get them. But you also don’t want to sound like a complete bumbling idiot.


    Like, honestly, that’s just the way it is. So, have that available, have it in your head, have it smooth. Even if you’re reading it, I’m totally okay and supportive. And I’ve even done this in the past where I’ve written a script, and then I read it word for word just to stay on track.


    There’s nothing wrong with reading the script, as long as you can still make it sound natural. Okay. So, that’s one thing to prepare. Another one is obviously knowing enough about your product, your service, what it is that you’re offering, and the solution that it provides.


    What problem is it solving? What can it do for your prospects, and what type of prospects benefit the most from that? So depending on what you’re selling, and this is a whole host of things, it’s tough to say in a general sense.


    But based on what you’re selling, how does it solve their problem? What problem does it solve? How is it better for them than any other solution out there, including doing nothing? And then what’s the pain points, and then where’s the urgency? Where’s the urgency in creating that?


    And I covered that early on the week that I had recovered about respect and empathy, trust, hope and urgency. So make sure you cover all of that, make sure you listen to those episodes because that will set up the framework of the fundamentals of what you want to make sure is included in your conversations in sales.


    So that’s how to prepare. Also understand the lead sources. So, whether you’re making outbound calls or receiving inbound calls, where are those leads coming from? What are those people know about you before speaking with you?


    Whether they saw an ad, or they filled out a form, or they got a call from some other person and it’s being transferred to you, you’ve got to understand that message because your single job, especially in the beginning of that conversation, is to be a continuation of whatever they saw, whether it’s marketing, whether it’s somebody else, whether it’s person that set an appointment for you, and now you’re doing a follow up call; your conversation has to be a continuation of whatever was said or expectations that were said.


    Whether it was again, you in an ad or over the phone or by somebody or by an email, it needs to be contiguous because if not, it will set off alarms to the prospect as well. They need to see you as an extension of whatever they heard or seen or read about the company before then. And you have to know that for any lead sources that are generating calls for you are leads for you to call out on. So, that’s super important.


    Now, if you’re on a more of a business to business or a long sales cycle kind of role, then you have to take all of that which I just covered. And then there’s also preparing for the sales call by doing a lot of research or the necessary research to understand who it is that you’re calling.


    So, if it’s a business to business calling your calling a business owner, or VP of Marketing or whoever that is, you need to know who you’re calling, why you’re calling what their specific issues might be that you’re trying to solve, and where their pain points might be. And then how you’re going to have the conversation go when you get them on the phone.


    Now keep in mind, a lot of people use a lot of rapport building that may or may not work for you. So, you may or may not need to research, okay, they like fishing or they like sports, this is their favorite city they go to, this is their favorite kind of food, whatever that is. You may or may not need to go into that detail which a lot of sales people think they do. But just do all of that research before getting into.


    Now, over time, when you’ve done a sales job enough, or you’ve been in the role long enough, you’ll find that your prep time before a sales call goes down, and goes down and down and down over time. Such that sometimes you can just get on the phone without any prep because you know how to handle any situation that comes up and you can go on the fly.


    So, just keep that in mind. When you’re new, it’s going to be more prep. But be careful because I see a lot of people, especially new salespeople, and I covered about this in the behavior weeks as well. Especially the analysts is you’ll get stuck in analysis paralysis, trying to prepare for every situation that could happen on a call, every option, every direction could go, writing out your intro, writing out your questions, writing out all the information about a prospect of the marketing, having your objections ready, having everything good to go and you’re preparing so much.


    It’s like when somebody goes to the shooting range, and it’s like ready, aim, aim, aim, aim, aim, aim. Ready, aim. Ready. Okay. Now let’s go to lunch. Okay, Ready, aim, aim. And it’s just that and there’s never fire. So, you got to keep that in mind and be careful.


    I’ve seen that before. I’ve even got stuck in that loop before where you’re just thinking of every single scenario so much that you don’t actually pull the trigger and either make that call or make yourself available for the call, or go knock on that door or go walk into that business, whatever it is. And so you’ve got to make sure you just do enough prep to get it going and then see how it goes.


    And also keep in mind, in the beginning, especially if you’re new to sales in that role with that company, in the beginning, it’s going to suck. In the beginning, it’s going to be rough. You’re going to have marbles in your mouth, you’re not going to be prepared for every single option.


    All of that comes only with experience. So, you’ve got to give yourself the latitude to go out there, give it a shot, fall on your face, sometimes, mess up, learn some lessons, take some mental and physical notes afterwards. Watch the game tape which I covered early on in the podcast episodes. Watch that footage, listen to the recording, listen to your calls, make some adjustments and keep doing it.


    Just understand that over time you keep doing it and keep trying to get better, you will get better. Hopefully, that helps and preparing for your sales calls, whatever you’re selling, whether it’s business to consumer business to business.


    And that’s it for another episode. Again, make sure to subscribe, rate, share, send me comments. Spread this to everyone that you know as much as possible. And as always remember that everything in life is sales and people will remember the experience you gave them.


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By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
By Jason Cutter February 17, 2025
The Abundance of Options Today we all have lots of options. While writing this I could speak into my phone and order whatever I want. I can get food delivered before I finish writing this article. I could get a TV delivered to my door before I wake up tomorrow. When someone wants to buy something, they are armed with as much information as they want to access. They can research, read reviews, and watch videos about a product or company. The Shift in Power to the Buyer Because of this, the power balance of sales has shifted away from the salesperson and company to the buyer. Knowledge is power – and they now have all the knowledge they want. With knowing that they have ultimate choice of what to buy (internet and globalization has led to the ability to order anything you want from anywhere…so you are no longer limited to the stores you can drive to and what they have on hand), it means that everything is a commodity in their minds. Nothing is unique or special. Everything is interchangeable. Does the Sales Experience Even Matter? So, this means the sales experience doesn’t matter anymore. There is no reason to put effort into the sales process, the conversations with potential customers. No value in spending time trying to ‘help’ people – since they just view products, salespeople, and companies as interchangeable. You are not special, so there is no benefit in caring. They will walk into your store, and they will decide what they want. They fill out your online for, and they decide if they answer when you call and how the call will go. They walk up to your event/booth, and they decide how the interaction will go and if they want to listen to your elevator pitch. They will let you know if they are interested in moving forward. They will let you know how they want to buy. So, like I said above, there is no real value anymore in the sales experience. Or could it actually be valuable? Is it possible that all that matters IS the sales experience? If people feel they have ultimate information and control of the buying process, how do they decide on what to buy and who to buy from? When I search on Amazon for a product type I have never purchased before, how do I pick? When I want to go shopping for garden supplies for the house, how do I pick where to go? When I need to buy a new fridge, who will I hand my money over to? The cheapest place with terrible service? The place with reasonable prices and great service? The Sales Experience Shapes the Decision I choose based on the sales experience that I will receive. With everything else being equal, I (and I believe most people) will select the place to shop at or the products to buy online based on the experience I receive. To me all that matters is the experience. While I am trying to buy something. Once I receive it – ensure it does what I need it to do. With the feeling of unlimited choices, it can actually be harder now to buy something that in the past. People get into analysis paralysis more often. Which means that for consumers to buy something new they need help. They need a professional salesperson. They need a sales experience that matches their expectations. They want a guide who will help them make the right decision for them, with an experience that goes above and beyond what more people receive any more when they walk into a store, call a company’s toll-free number, or visit a website and have to fill out a form. If you want to succeed in sales – the only thing that matters is the sales experience you provide.
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