Most reps prepare for calls, but this effort is often invisible to the prospect. By explicitly showing your work—like presenting a hypothesis slide based on your research—you demonstrate conscientiousness and earn respect, especially when selling to more senior executives.
Related Insights
When preparing for a sales call, reps often confuse tactics ('walk through price') with the actual goal. A manager should coach them to articulate what they are trying to *accomplish* (e.g., 'align on value with the economic buyer'), not just what they plan to *do*. This separates productivity from busyness.
Act as a strategic partner, not a vendor, by analyzing a prospect's annual reports, 10Ks, and shareholder letters. Use this research to inform them about strategic risks or business issues they haven't considered, immediately differentiating you from competitors who just ask basic discovery questions.
Go beyond persuasion during a sales call. Use "pre-suasion" to shape the conversation's context beforehand. By strategically sending relevant content, links, and discussion topics, you can prime the prospect to focus on your strengths, making the eventual sales meeting far more effective.
Instead of leading a call with a deck, treat sales materials as a tool of last resort. When a customer struggles to articulate their problem, use a specific slide to provide structure or options. This keeps the focus on a two-way conversation and discovery, not a one-way pitch.
Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.
Using AI to generate a pre-call hypothesis about a prospect's priorities is valuable even when it's wrong. Presenting a thoughtful, albeit incorrect, idea demonstrates research. This prompts the prospect to correct you, immediately opening the door to a deeper conversation about their actual priorities.
Technical audiences are "human lie detectors." To build trust, don't lead with a sales pitch. Instead, ask insightful questions about their stack and pain points to prove you understand their world. This curiosity earns you the credibility needed to offer solutions and advice.
While traditional sales emphasizes being liked, CFOs exclusively buy on trust. They don't need a personal relationship, but they must believe in your competence and the integrity of your numbers. Focus on building data-backed credibility, not just personal rapport.
Instead of asking prospects to educate you with generic questions, conduct pre-call research and present a hypothesis on why you're meeting. This shows preparation and elevates the conversation. Even if you're wrong, the prospect will correct you, getting you to the right answer faster.
A simple act of pausing to ask for clarification when you don't understand something demonstrates genuine engagement and active listening. This small gesture can be more persuasive to a prospect than a flawless pitch, as it shows you are prioritizing understanding over just speaking.
