CUTTER CONSULTING GROUP

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 19, 2025
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By Jason Cutter February 18, 2025
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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.
By Jason Cutter February 13, 2025
The Balance of Effort in Sales The blogs this week have been about the other person going most of the way. Whether it’s a prospective customer and your salesperson, where the salesperson truly can’t want the deal or make most of it happen for that customer to truly be successful. On the path for that prospect to becoming a customer, they should go at least 51/49. Whether it’s your team and their manager, the manager can’t want the team to succeed more than the team actually wants it for themselves. It’s not scalable for the coach (manager) to run on the field every play to win the game for the salespeople. What about sales ops processes and systems? What about the tools available to the sales team and the ones that are classified as sales enablement? In a reversal of philosophy, I believe the sales ops processes should go 90, the team should only have to go 10. Why Do We Need Salespeople? Let’s start where it matters – what is the point of having salespeople? I know many owners question the need and desire to have salespeople. They are hard to manage, tough to deal with, always want more money (potentially for doing less work and closing less deals), and are very resistant to change. Of course, that is a generalization. Of course, there are salespeople who don’t check those boxes. However, having worked with a lot of teams in a lot of industries, that generalization isn’t completely wrong or unfair. So if there is even a small part of that which is accurate, why would we even mess with the messiness of having salespeople? Of needing to employ and manage humans? The Human Element in Sales We need them. That’s why. Even in 2025, AI and technology has not successfully replicated the requirements of sales – which is about helping a human (prospect/customer) make the right decision and move outside of their comfort zone to buy something new. It still takes your human (salesperson) to persuade that other human. It’s why I say all the time that its not B2B, B2C, Retail, SaaS, etc. – it’s H2H. Sure, people can buy something online or even in a store without speaking to someone. But if it’s a considered purchase where there are options and decisions to be considered – it still takes a human being involved. That means ultimately your human (salesperson) has one job, and one job only – persuade the right prospective humans to buy. Minimizing Distractions for Salespeople Everything outside of that mission, task, focus is a distraction that takes away from their highest and best use. Imagine if we had a surgeon who had to prep the room, prep the patient, schedule the surgery and meetings, and do all the parts of the surgery themselves. Nope – they show up for the surgery and do what they do best. Then they take off their gown, gloves, and walk away to get cleaned up and move on to the next thing. Your goal as a sales ops leader is to support the team with systems and processes that allow them to focus on the one thing you need them for. The human part. It would be amazing if they could show up, talk to people, and make sales happen. Of course, there is more that they (and any professional) need to do before, during, and after the sales conversation. But your goal is to minimize all that. Every hour that your salespeople aren’t selling or doing sales-related activities, they aren’t moving revenue forward. The Ultimate Goal of Sales Ops What processes can you put in place that go 90 percent of the way, where the salesperson can do the last 10 percent? An example would be building an email campaign that runs automatically, and when the right people reply, the salesperson gets involved in getting that person from email to phone call. Another example would be your CRM serving up people for the salesperson to call – leads or anyone in the sales pipeline flow – with all the backstory, research, data, intel needed for them to review it then take action. What can you put into place that takes away as much distraction and effort from your sales team such that they can focus on the one thing you need to focus on – other humans?
By Jason Cutter February 12, 2025
The Danger of Doing Too Much as a Sales Leader Alright – so maybe they don’t need to go 90. In true servant leadership mode, you would go way more than 10% of the way to your team. But you have to be careful, as a sales leader. The inclination might be to do it all for them. To help them close their sales. To make excuses for them to your leadership as to why they aren’t closing more sales. Especially considering the very high likelihood that you are a sales manager because you were a great salesperson in the role that you are now managing. And there is a slight chance that you are a player-coach…so you are leading and selling. This can make it really tough not to want to run out on the field to win the game each time. But that doesn’t scale. That doesn’t lead to increased results. You can only sell so much as one person. Creating a Culture of Ownership So, you need to have people on your team that are coming to you. What does that look like? The pinnacle is a salesperson who doesn’t close a deal, comes to you right away and asks for feedback. They want some critiques as to where they could have done things better, different that would have led to the desired result – a closed sale. That takes a healthy level of ego by a professional who has the ultimate growth mindset. They know there are always ways to improve. They want to improve. And they are willing to risk their ego (and the internal, protective, primal part of our brain that doesn’t want to risk our place in the tribe) by asking for feedback that could be negative. Whenever you can, encourage that type of response. Ensure that the team knows that the team itself, and you as their leader, is a safe space – where the goal is to improve, grow, win and that everything done to support each other is done in that mode. They truly have to feel safe to share their mistakes and to get support in learning how to do more, better. Feedback That Drives Growth Part of this takes team and individual meetings that are actually filled with positive support. That doesn’t mean it’s always positive, motivational fluff. It’s not even about the shallow strategy of the feedback sandwich. Its about being real, honest, and empathetic – meaning “I see you are here, I know you want to be there, I will help you get there – even if its hard and it means saying hard things.” It should never feel mean or abusive or like an attack. But you can give some really direct feedback that will sting that ego I mentioned, but the person will know the intent behind it. The second part is hiring this type of person. Hiring people for the team that wants to win, grow, succeed. And they know that you don’t get better by being coddled, sheltered, or protected. You want people who don’t like the thought of perpetually living safely in their comfort zone. And they are excited about the opportunity to be a part of a team that pushes everyone, empathetically, outside of their comfort zone. Are You Leading or Just Managing? If you find yourself as a leader having to push your team, or going to them most of the time, or most of the way mentally – then they see you as a manager not a leader. They see you as someone who manages them, pushes them, and wants them to do things they don’t want to do. I have written some blogs here that go into what your role should be – as a leader, not a manager. Pulling people along with you, inspiring people, and supporting yourself with a team of people who want to win. Not just those that want to show up, do as little as they can and hopefully go unnoticed (yet – complain about not making enough money and how the comp plan isn’t fair, or the leads are bad, or their schedule means they can’t be successful.) Make sure your team knows that they need to come to you – at least 51/49. They should be asking for help, guidance, training, feedback, and support more than you are having to push it down onto them.
By Jason Cutter February 3, 2025
If you have seen the movie Hitch, then you know the scene. Will Smith’s character (Hitch) is trying to coach Kevin James’ character (Albert) on how to finish out his upcoming first date. He is giving him pointers, one being that if his date fumbles with her keys at the door, it could mean she wants a kiss. So Hitch wants to see if Albert knows what to do – for a good night kiss. Hitch gives him the advice “you go 90 percent, and then wait for her to go 10%” which Albert then asks “wait for how long?” Hitch: “as long as it takes.” Albert leads in, Hitch is holding back to see if Albert will wait, and then Albert goes all the way and gives him a kiss. Hitch gets upset, and says “You go 90, I go 10 – you don’t go the whole 100%.” The Sales Analogy Kissing our prospective customers is not acceptable (just ask HR!). But the concept is the same. You don’t want to ever make 100% of the effort for your prospective customers. You don’t want to be the one who is doing all the work. Fundamentally, it is not good practice to want the deal more than the other person. When you go your 90, you need to wait – as long as it takes – for the prospect to go to their 10. And I would say that you want to go somewhere between 10-49, in reality. How Successful Sales Professionals Balance Effort Successful sales professionals know how far they have to go to meet the prospect where they are, while also knowing how much effort the prospect needs to put in to show they are committed. Where most salespeople get in trouble is they get desperate. They want the sale (kiss) more than the other person and they go the full 100%. Of course, persistence is important. And you won’t get what you don’t ask for (although…if you have followed me for any length of time, you will know I am very against having to ask for the sale). But you also have to ensure that your prospects actually want what you are selling. And they want it for their reasons and their motivations. They are driven to pursue your production option(s). They must go 10, 40, 60% of the way to you. The Pitfall of Chasing Your Prospect Just like courtship and relationships – if you find yourself chasing and one-sided-pursing the other person then it means you want it more than they do. It also means they own you. You are essentially begging them for the relationship – convincing, manipulating, begging, bribing, persuading your way forward. Which means they consciously and/or subconsciously know that they are in control. Because if they say no, you will keep pursuing and offering solutions. In sales – that looks like a salesperson who is calling, emailing, stalking a prospect – making offers, offering discounts and trials, and trying to find any way to make deal work. They are going 90-100% of the way for the prospect, not requiring them to go anywhere towards the agreement. This will end terribly. If they do decide to buy – taking the discount, free trial, taking the sale bait – they will not be happy (since they weren’t bought in for their reasons), they will look for reasons confirming why they didn’t really want to buy anyway, and they will know that they own you. Your company will have to convince them on a regular basis to stay in the relationship. The Right Balance for Customer Ownership You fundamentally need that prospective customer to come to you. Not 100% where you are just an Order Taker. But potentially 51% of the way – so they want it more than you. The more you can get them across that 50/50 threshold, the more they will be a satisfied customer. But remember – at 51/49 – they still need persuading, they still need to understand the value of your product for where they ultimately want to be in their life/business, and they still need your support. They lean in the right amount, you lean in the right amount = sales magic!
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