On a cold call, prospects aren't ready to buy. Don't sell your product; sell the value of a future meeting. Frame the meeting as a low-stakes 'test drive' for when they might be interested later. This lowers resistance and makes it easier to get a 'yes' to the next step.
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.
Founders struggling with pipeline often try to sell their product in cold outreach, which fails. The initial goal is not conversion, but learning. Instead, sell the conversation itself by positioning yourself as an interesting person to talk to. This dramatically increases meeting rates.
To get meetings with busy leaders before her product was ready, founder Janice Omadeke explicitly stated, "I am too early for you to purchase this." This non-threatening approach lowered their guard, reframing the conversation from a sales pitch to a collaborative session focused on learning their problems.
Instead of waiting until the end to close, establish the meeting's potential outcomes upfront. Get the prospect's permission to deliver a 'no' if it's not a fit, and pre-agree on a specific next step if neither party says 'no'. This eliminates the buyer's power to stall later on.
Jason Bay's data shows the most effective call to action isn't "want to meet?" but an "offer of value." Sell the meeting as a "blind date" where the prospect gains value (e.g., a free plan audit, industry benchmarks) even if they don't buy. This overcomes buyer hesitation from past bad sales calls.
Sales reps often approach calls with the sole mindset of booking a meeting, which creates pressure and feels unnatural. Shifting the primary objective to simply opening a conversation removes this pressure. This allows for a more authentic interaction, which ironically makes it easier to secure the desired meeting.
Early-stage outbound messages shouldn't try to explain your value proposition or sell the product. The singular goal is to secure a conversation. Frame the outreach as one interesting person wanting to chat with another. If the prospect has pre-existing demand, they will turn the conversation into a sales call themselves.
In your opening script, explicitly state you're calling to see if it’s relevant to schedule a separate, future conversation. This immediately signals you respect their time and aren't trying to force a lengthy discussion now. It reframes the interaction as a joint assessment, making prospects more open to a two-way dialogue.
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.
Shift the first meeting's goal from gathering information ("discovery") to providing tangible value ("consultation"). Prospects agree to meetings when they expect to learn something useful for their role or company, just as patients expect insights from a doctor.