Instead of asking for a meeting, demonstrate your value by providing it upfront. The most powerful way to do this is to introduce a warm, qualified customer to the company you are prospecting. This act of giving establishes you as a true collaborator and partner from day one.
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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 cold calling, ask a target executive for a 10-minute interview for an article you're writing on an industry topic. This non-salesy approach grants access, positions you as an expert, and initiates a relationship on collaborative, not transactional, terms.
Frame initial customer conversations around seeking advice on their biggest AI automation needs. This lowers their guard, provides valuable feedback, and often leads them to sell themselves on your future solution, making pre-selling easier.
At the beginning of a sales engagement, tell the prospect, "Our number one overriding through line... is collaboration." This sets expectations, frames the relationship as a partnership, and differentiates you from transactional sellers. You must, however, live up to this promise.
Prospects often decline meetings to avoid another bad sales experience. Counter this by explicitly stating the value they'll receive (e.g., free ideas, best practices) even if they don't purchase, making the meeting a low-risk proposition for them.
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.
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.
When a prospect compliments your opening line and asks to "steal it," enthusiastically agree and offer to send it over. This act of generosity immediately builds rapport, reframing you as a helpful peer rather than a pushy salesperson, making them more receptive.
Don't assume a warm intro guarantees a sale. If the prospect is just 'doing a favor,' the call will go nowhere. You must immediately identify their 'pull'—their top, blocked priority—to convert the opportunity. The intro only opens the door.
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.
