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.
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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.
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.
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.
Acknowledge that prospects are evaluating competitors. Instead of fearing this, proactively schedule a follow-up call specifically to help them compare your solution against others. This builds trust, positions you as an advisor, and keeps you in control of the sales cycle.
Instead of trying to convince prospects of your product's value in an initial message, focus on being an interesting person they'd want to talk to. If your targeting is correct, a genuine conversation will naturally uncover their demand and lead to a sales call.
A successful sales call is not about pitching; it's about asking two simple questions: "Why did you take this call?" and "What do you hope to get out of it?" The entire conversation should be structured around the customer's answers, rendering any pre-planned agenda secondary and potentially counterproductive.
Accelerate sales cycles by focusing conversations on aligning the prospect's vision with your mission and demonstrating clear value. Prospects often don't grasp product specifics in a demo anyway, so solution details should come only after high-level alignment is achieved.
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.
In the first minute of a cold call, resist the urge to pitch your product. Instead, lead with a 'reverse pitch' that focuses entirely on the prospect's potential problems. This approach is three times more effective than using solution-focused language, as it speaks to what the buyer actually cares about.
