The struggle to book meetings isn't just about outreach tactics. Salespeople have conditioned prospects to decline because the typical 'discovery call' offers zero value. To improve prospecting success, sellers must first fix the meeting itself by turning it into a valuable consultation.
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Author Lee Saos argues that 'discovery' is an egocentric sales term focused on the seller's needs. Re-framing the first meeting as a 'consultation' shifts the focus to providing immediate value and wisdom to the prospect, making them more willing to engage.
Instead of asking standard discovery questions, top performers pose strategic questions that require joint exploration. This shifts the dynamic from a sales pitch to a collaborative problem-solving session, creating a deeper partnership and revealing unforeseen opportunities that standard questions would miss.
Frame the sales process as a series of small commitments. The objective of a prospecting call is to book the first meeting. The entire objective of that first meeting is then to earn the right to have a second meeting. This simplifies the goal and focuses on building momentum.
Sales skills like handling objections are useless if you can't get in front of prospects. The primary bottleneck is securing meetings, not closing them. Therefore, 80% of sales enablement efforts should target this top-of-funnel challenge.
A breakthrough for new salespeople is changing their mindset on initial calls. Instead of trying to immediately find a problem to sell against, focus on making a human connection and leading with genuine curiosity. This approach lowers pressure and fosters a more collaborative discovery process.
If a prospect says "no" to your permission-based opener but doesn't immediately hang up, use that brief moment to provide context. State a relevant trigger (like hiring) and social proof to pique their curiosity and potentially salvage the call.
Salespeople often worry about being annoying during follow-up because they frame it as a transactional attempt to close a deal. To overcome this, reframe follow-up as an opportunity to build and enhance the relationship. By consistently providing value—sharing insights, making introductions, or offering resources—the interaction becomes helpful rather than pestering.
A cold call is not a discovery call. You haven't earned the right to ask probing questions. Your goal is to articulate a problem, pitch a solution, and ask for the meeting. Save your questions for after they object, using them to uncover the real issue.
Instead of pitching a customer, ask them, "Why did you decide to get on this call?" and "Why now?" This forces the prospect to articulate their own pain and why they believe you are the solution, reversing the sales dynamic and revealing core buying motivations.
Sales teams often focus on improving late-stage closing skills to boost win rates. However, the real leverage is in the first meeting. A weak initial interaction creates a flawed deal foundation that even the best closing tactics cannot salvage.