Walk in prepared
Prospects can tell when a salesperson knows nothing about their situation. A quick review of their business, their likely needs, and smart questions to ask shows respect for their time and builds credibility right away.
Research the basics
Look at the prospect's website and public information, then ask AI to summarize what the business does and what challenges businesses like theirs commonly face. Treat AI's general observations as hypotheses to test with questions, not facts about the prospect.
Plan your questions
Ask AI to suggest discovery questions based on the prospect's industry and your service. Good questions focus on their goals, current process, frustrations, and timeline. Choose the best five or six.
Anticipate objections
- Price concerns
- Timing concerns
- Satisfaction with a current provider
- Needing to talk with a partner
AI can help you prepare thoughtful responses that address concerns honestly.
Prepare a simple agenda
Starting a call with a short agenda, such as learning about their needs, sharing how you help, and agreeing on next steps, keeps the conversation focused.
Follow up quickly
After the call, AI can help turn your notes into a recap email with next steps. Send it the same day while the conversation is fresh.
Keep notes organized
Store call notes in your CRM so you remember details for the next conversation. Over time, you'll notice patterns that help you improve your sales approach.
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