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.

Mark Casaglo advises against process stages like "discovery call" or "demo call," which are seller-centric. Instead, structure the process around securing five key buyer agreements: problem agreement, solution agreement, power agreement, commercial agreement, and vendor approval. This reframes selling around buyer commitment rather than seller activity.

Eliminate the "send me a proposal" stall by defining the next step as a valuable, paid engagement, like a diagnostic or workshop. By charging for this, you force the money conversation early, filter for serious buyers, and avoid creating free documentation that can be shopped around.

Adopt the mindset that the meeting's purpose is for you to determine if the prospect qualifies to be your customer, not for you to convince them to buy. This posture shifts control, positions you as the prize, and forces the prospect to prove they are a serious potential partner.

If you've successfully established buyer pull in the first call, the selling is over. Your role then shifts from salesperson to project manager. Your job is to help the buyer navigate their internal hurdles (procurement, security, etc.) to get the deal done, not to keep convincing them.

Instead of asking who the decision-makers are for the current deal, inquire about how they've made similar purchasing decisions in the past. This question, asked early when prospects are more relaxed, makes them more forthcoming about committees and internal processes, revealing the true path to a sale.

If prospects seem engaged and agree to follow-ups but then disappear, it's a strong indicator you're "pushing" a solution they don't truly need. In their mind, they don't understand how your product solves their prioritized problem, even if they were polite during the call.

Prospects often express interest to gather information but lack a commitment to solve the problem. Sellers must differentiate by probing for concrete timelines and stakeholder involvement to avoid chasing deals that won't close, rather than hoping to convert interest into commitment on the call.

Reframe the objective of a sales meeting to be getting a 'no' as quickly as possible. A 'yes' is simply a byproduct of failing to get a 'no.' This counterintuitive approach helps identify non-decision-makers instantly and forces qualified buyers to justify why the conversation should continue.