The Only Qualifying Question You May Need

I was working with a client the other day listening to one of their rep’s qualifying call, and when the rep presented the cost of the product and asked if that fit within the prospect’s budget, the prospect gave an interesting answer. She said:

“Well maybe, but it depends. I’ll have to first see if what you have will work well enough for us to make the switch.”

Question for you: What would you say next? In the call I was reviewing, the rep then said they should schedule a demo of the product and that during that demo the prospect would learn about how it worked and would then be able to decide. Is that what you would do?

If you said yes, then you’re wrong. Pitching this prospect without having a specific idea of what exactly they are looking for could prove to be a big waste of time. Think about it: why would you want to spend an hour going over a demo wondering (or hoping) that what you said was enough to make them switch? And this leads to the only qualifying question you may need.

The right thing to say here was: “And what specifically would you need to see to determine whether it would be worth switching or not?”

This question (and the other examples below) is the one question that will get your prospect to reveal what their precise buying motive is. And until you understand exactly what it is going to take to earn their business, you’re pitching blind. And this is how most sales reps operate. Many sales reps think the most important thing they can do is get prospects into their pipeline so they can demonstrate their product or service. They think that if they can do enough demos, then they will eventually make more sales.

Smart sales reps – the Top 20% — think much differently. The Top 20% want to know as much as possible in advance of the demo so they can tailor their presentation to the precise buying motives of each prospect. And to do this, they have to ask the qualifying questions which will encourage a prospect to reveal what those buying motives are. The above question is specific to what this prospect said to the rep, but below are some other, more general, questions that will achieve the same goal as well. Find ones that feel comfortable for you to use and then practice, drill and rehearse until they become natural for you:

Qualifying question #1:

“So ________, what specifically would you need to see in our demo next week that would convince you this would be a good fit for you?”

Qualifying question #2:

“And let me ask you this: What specifically would you like me to concentrate on during our presentation next week?”

Qualifying question #3:

“Tell me _________, what area are you most interested in that I can address in detail during our presentation next week?”

Qualifying question #4:

“_________, what is the one thing that you’re hoping this (your product or service) can do for you and your company?”

Qualifying question #5:

“And what would you need to see in the demo next week that would convince you to move forward with this?”

Qualifying question #6:

“Just out of curiosity, what are three main things this (product or service) must do for you before you would decide to go with it?”

Qualifying question #7:

“________ tell me, what one thing could you absolutely not live without – in other words, what must I be able to show you during the demo for you to be able to decide this could actually work for you?”

Qualifying question #8:

“What specifically are you hoping this will be able to do for you?”

Qualifying question #9:

“_________, specifically, what is the one problem you’re having that you hope this can fix for you?”

Qualifying question #10:

“And last, _________, what are you going to be looking to learn more about during our presentation next week?”

As you can see, once you find out exactly what your prospect is looking for, then you’ll be able tailor your presentation to give that to them. Doing this will catapult you into the Top 20% of producers in your company!

How to Follow-Up with Prospects and Win Business

A while ago, my wife and I renovated our new home, and as part of this grueling process we had to get many quotes from all different kinds of people. This ranged from window replacement people, plumbers, electrical contractors, painters, tile companies, contractors, fine craftsman, window treatment companies – the list seemed endless. After they finally showed up and saw the work, their next job was to deliver a quote (usually by email). As a sales trainer, the next part seemed pretty straight forward to me – and that’s for them to follow up on their quotes, right?

Would you believe that over 90% of these people NEVER followed up on their quotes? I am absolutely amazed by that! It makes me understand and believe even more in a card I once saw on sales:

SALES STATISTICS
48% of sales people never follow up with a prospect
25% of sales people make a second contact and stop
12% of sales people only make three contacts and stop
ONLY 10% of sales people make more than three contacts
2% of sales are made on the first contact
3% of sales are made on the second contact
5% of sales are made on the third contact
10% of sales are made on the fourth contact
80% of sales are made on the fifth to twelfth contact

Interesting statistics, aren’t they? I always follow up with prospects – and many, many times as well – and that practice alone has made me more successful than 90% of my competition. And after my recent experience with these contractors, I’m even more convinced that just following up regularly gives you a significant edge over your competition. Here is a sample follow-up campaign (emails and phone calls) I use that you can adapt to your sales cycle:

Email #1:

After my initial phone call with a prospect – whether they want information or links to my website – I always send a separate email thanking them for taking the time to speak with me:

Dear (Prospect’s name),

Thank you for taking a few minutes today to tell me a little about your company and what you are trying to accomplish. It sounds like if I can help you (repeat their specific needs here), then there might be a fit between our companies.

I’ve sent you over the (brochure, specs, job scope, whatever you promised – as well as a meeting request) and look forward to our next conversation on (confirm time for next contact).
If you have any questions before we speak, please don’t hesitate to call me back on my direct dial phone number: (Your number).

Once again, thank you for taking the time to speak with me, and I look forward to continuing our conversation next (week).

Sincerely,
(Your Name)

Email #2:

My next contact comes two days later. It always includes something that might be of interest to my prospect. Here is a sample email:

Dear (Prospect’s name),

I was thinking about you and thought you would enjoy seeing/reading the following article: (Name of an article, company brochure, white paper, something related to them). I think this is in alignment with what you’re trying to accomplish.

Let me know if there is anything else I can do to help you. Once again, my direct phone number is: (Your number).

Looking forward to speaking with you next (day and time of appointment).

Sincerely,
(Your Name)

Email #3:

My next contact comes with a phone call on the date we have scheduled to speak next (You DID get a specific day and time for your next contact, right?). Often times before this I will also send out an automatic meeting reminder as well. My opening for this call is very assumptive and avoids common mistakes such as: “I’m just calling to follow up,” or “I’m just calling to see if you had time to read the material I sent you,” or “Did you have time to go through our website?” etc. Instead your opening call should something like:

“Hi _________, this is ________ ________ with (your company), how’s your Monday going?”

You know ________, I’ve been looking forward to speaking with you today. I’m sure you looked over the information I sent and probably have some questions, so tell me, where would you like to start?”

Again, always be assumptive, and obviously vary your opening based on whether you’re doing a demo (re-qualify in this case), or simply assume they’ve done what they committed to doing and then ask a question to get them to reveal what they are thinking.

So, by now – by this second conversation – I’ve reached out to my prospect five times! (The first is the email with my information, the second is the email, “Thanks for taking the time,” the third is the meeting request, the fourth is the next email with additional information or an article, and the fifth is the automatic meeting request. Including this follow-up call, I’ve now reached out to my prospect six times! But this is just the start….

After my presentation, I get a specific day and time to follow up again, and I will send another email article or white paper in-between this. And if my prospect isn’t available when I call back, I call them several times a day during the week until we connect – and, of course, I also send emails.

In addition, any prospect in my pipeline also goes into my Send Out Cards campaign, from which they get a physical greeting card from me in the mail each month until they buy. (See this amazing card system here: www.sendoutcards.com/mrinsidesales)

On average, between emails and phone conversations and meeting reminders, my prospects get between eight to twelve contacts within the first two weeks. And then they get a card in the mail each month as well.

Lastly, if a prospect goes dark during or after this, I always send them my “Should I Stay or Should I go” email which gets me a response over 65% of the time – even when every other method fails to get them to react. Here’s what it is:

Subject line: (Prospect Name) Should I Stay or Should I Go?

Dear _________,

I haven’t heard back from you and that tells me one of three things:

1) You’ve filled the position or you’ve already chosen another company for this.

2) You’re still interested but haven’t had the time to get back to me yet.

3) You’ve fallen and can’t get up, and in that case please let me know and I’ll call 911 for you…

Please let me know which one it is because I’m starting to worry.

Honestly, all kidding aside, I understand you’re really busy, and the last thing I want to do is be pain in the neck once a week. Whether your schedule has just been too demanding or you’ve gone another direction, I would appreciate it if you would take a second to let me know so I can follow up accordingly.

Thank you in advance and I look forward to hearing back from you.

Kind regards,”

If this email made you laugh, then think about getting your prospects to laugh as well. Again, this email gets over 65% of my prospects to email me back and let me know their status. Try it, it works.

As you can see, having a follow up system – and sticking to it – will put you ahead of over 90% of your competition. And if you’ve qualified a lead properly in the beginning, then this kind of perseverance is often enough to win you the business the majority of the time.

How to Question for Budget

Qualifying for budget, or handling objections around budget and money, are areas most sales reps feel uncomfortable in. To start with, I’ve heard many sales reps tell me that bringing up budget or money on a qualifying call is not only uncomfortable, but that it’s inappropriate as well. They say, “I haven’t given any value yet, so it’s too early to talk about budget!”

My response is that if your product or service is out of a prospect’s budget, or if they feel it’s too expensive, then it doesn’t matter how much value you give it – they aren’t going to buy from you. That’s why it’s crucial to qualify for budget up front – just as you would with decision maker, timeframe, etc.

And when objections about money or price come up, again, sales reps often struggle with how to handle it. In fact, most sales reps’ default response is to try to lower the price rather than either build value or help the prospect find other areas to get budget from.

Below you’ll find a variety of ways of both qualifying for budget and asking questions to help assist you in helping the prospect find the budget. Getting comfortable with regularly asking these questions – both during the qualifying stage and during the close – will allow you to both identify qualified prospects and help you close them.

As always, adapt them to fit your product, service or personality and practice, drill and rehearse them until they become automatic for you:

Budget Questions during qualifying:

“How much budget do you have set aside for new advertising?” (This week, quarter, or year)

“How much are you currently spending to attract new consumers?”

“How much budget do you currently spend on keeping or retaining your existing customers?”

“How much have you set aside this?” (Your product or service)

“What do you know about management’s budget when it comes to adding….” (Your product or service)

“Besides yourself, who else would weigh in on making a budget decision on this?”

LAYER:

“And what is their role (or your role) in that process?”

LAYER:

“And what do you know about their budget for adding a new…. (Your product or service)

“How much of a priority is this (your product or service area) for you this month?” (Or quarter)

“How much does your department (or company) spend on new client acquisition?”

“Our solution runs a ballpark of $10,000 up to $50,000.” If you liked what you saw, could you work within that range?”

“What’s your budget for this?”

“What are your plans for (your product or service area) for the upcoming season/quarter for this?”

Budget Questions during the close:

“What is a new customer worth, roughly, to you?”

LAYER:

“And how much budget, per week/month/year, have you set aside to attract those new customers?”

LAYER:

“And how much of that budget is still not used that you could apply to this?”

“When something like this comes up that you believe will work for you (your department or company), how do you normally go about getting the budget for it?”

“How do you draw from next month’s/quarter’s budget to get something like this that you really know will help you?”

“What is your yearly budget for this area (of your product or service)?”

LAYER:

“And how much of that do you have left over?”

“Let me ask you: around this time of year, how do you handle these kinds of purchases?”

“Who else could you get approval from to afford this extra expense?”

“How do you normally get something above budget approved?”

“How can you borrow against next year’s budget to get the profits and results this year?”

“What do you have to do now to make sure this is properly budgeted for next quarter?”

“What other areas/departments can you borrow from to start this service today?”

“If money weren’t an issue here, would you move forward?”

[If Yes]

“GREAT! What are three ways you can think of now to get the budget for this?”

“What did you do last time you really wanted something?”

“How did you get the money last time you really wanted something?”

“We all have ways of getting the money when we really want something, what way do you have of getting the money now?”

“Who (which department) could you borrow from?”

“How about I put you on our low cost down payment program, and you can then set up easy monthly payments so you can get started today?”

As you can see, there are a variety ways of not only bringing up or getting clarity around the budget issue, but of also leading your prospect to revealing how and when they can get or find the budget. Have some fun with this and hit MUTE while you get all the answers and solutions around budget that you need!

How to Deal Effectively with the Influencer

So many closing situations now come down to pitching to and trying to influence an influencer, that it’s time to teach the proper way of doing it. A couple of things first. An influencer is defined as someone who is involved in some way in the decision process – they either help make the decision, or they have to approve your product or service first before they pass it on to other decision makers, etc. The bottom line is that there is someone above them who weighs in heavily or who has the final say on whether or not to move forward with you.

So the first thing you need to do is determine how your influencer fits into the decision process (if at all), and how much influence they have. Use the following questions during the qualification stage to determine this:

“And ________, besides yourself, who else would weigh in on this?”

AND

“And how does that process work?”

AND

“What is your role in that process?”

AND

“And how much influence do you have in that process?”

AND

“What generally happens when you recommend something like this?” (“Do they generally go with your recommendation?”)

Sometimes you’ll be able to get through all these questions during the qualification stage, but if you get rushed, ask as many as you can. It’s important that you have a clear idea of what your influencer’s role is, and how much influence he or she actually has before you go through your demo or presentation later.

By the way, once you begin your demo, it’s always a good idea to go back through these questions before you launch into your pitch. Doing so will give you a head’s up as to how it’s likely to end. Wouldn’t it be nice to know the stall before it even comes up? And once it does, here is how you handle it:

You: “So from what we’ve gone over, it sounds like this would be a great fit for you – let’s go ahead and get you started today.”

Influencer: “Well, I’m going to have to show this to the committee.”

You: “I understand, and just out of curiosity, based on what you’ve seen here today, do you personally think this would work for you (your company, department, etc.)?”

Influencer: “Yes, it looks good.”

You: “Great, then I take it you’re going to recommend it to the committee?”

Influencer: “Yes I will.”

You: “Good. Just out of curiosity, what generally happens when you take something to the committee that you personally recommend?”

OR

You: “Good. Just out of curiosity, when you take something to the committee that you personally recommend, what do they tend to do?”

OR

You: “Great! And how much influence do you have with what they’ll end up doing?”

OR

You: “Great! And how often do they go with your recommendation?”

Note: If you get buy in that they generally go with what they recommend, then:

You: “Wonderful! Since they usually take your recommendation, and since you’re on board with this, here’s what I recommend we do: I’ll go ahead and get the contract out to you and schedule an install date. Once you get the approval, we’ll already have much of the work done to get you going. Now, what is a good time for the installation of this?”

Let’s break this down. The first thing you did (during the qualification stage) was to get clarity over how much influence your influencer actually had over the final decision. This is an important step that most sales people actually miss.

Next, at the end of your close, you make sure that the influencer was sold on your product or service first, before you went down the “committee” path. It’s crucial you get their buy in at this stage.

After you do get their buy in, that’s when you can ask if they’re going to recommend it and how much weight their recommendation carries. After that, you do a trial close on paperwork, etc. You can make this as soft a trial close as you want, the point here is that you want to take your influencer as far as he/she will let you. The further they let you go, the more likely they’ll be a deal later.

Start implementing these techniques in your sales calls starting with the qualification stage. The more you learn about the influencer, and their role, the better equipped you’ll be to take the close further at the end.

Five New Ways to Handle the “We’re Currently Working With Someone.”

If you’re selling one of the more popular products or services on the market (and who isn’t?), then you probably run into this blow off all the time. Like most brush offs, prospects like to use this because it works – unprepared reps usually respond with a feeble: “Oh, O.K, well, could I call you back in 6 months?”

Being prepared with a few good scripts will allow you to get past this objection, and will allow you to qualify an opportunity where most other people will miss it. With the following scripts, I advise you to customize them to fit your personality, product or service, and then to practice them over and over again until they become automatic. Just like you should do with all scripts.

Pick your favorites from the list below:

“We’re currently working with someone else (and we’re happy)”

Response One:

“No problem at all. But while I have you on the phone, what I’d recommend you do is at least learn about a few features we offer that you may not be getting now, so if you ever need to reach out to another company, at least you’ll have an idea of what’s out there. In fact, let me ask you: Are you getting XYZ? (Mention something you offer that your competition doesn’t…)”

Response Two:

“That’s great and let me ask you: if in two minutes I can give you an idea of why more companies are switching to us, would you at least accept an email with my contact information for when you do need to consider using someone else?”

[If yes]

“Great – the number one reason companies switch to us is for XYZ – are you currently getting that now?”

Response Three:

“Who are you using?”

[Wait to hear, then]:

“That’s a good company, in fact, they are the reason that we created our (name your advantage) – it’s something that takes what they do, but makes it better – have you heard about it?”

[Listen for an opening]

“If you’re interested, I can show you two or three other things we do differently, and then you can judge for yourself if you’d like to learn more, fair enough?”

Response Four:

“That’s great – it means you’re in our sweet spot. For the future, though, you might want to know that in addition to the (product/service) you’re getting from them, we can also give you XYZ – would you find that useful?”

Response Five:

“That’s great – because things change so quickly in this market, it means that we can be a great resource for you for when you need to compare pricing or services down the line. Let me quickly ask you:

“Are you the right contact for this?”

OR

“How did you decide to use (the other company) for this?”

OR

“What do you wish they did better?”

OR

“How open would you be if we could show you how to do (XYZ)?

As you can see, these scripts are designed to start a dialogue with someone and get past their initial reflex response. If you can get someone talking to you, you have a much better chance to find an opening and create an opportunity to uncover a qualified lead.

Want more proven scripts like these to help you sell more with confidence?  Get over 200 proven, current, real world scripts PLUS over $500 in bonuses FREE by Clicking Here.

Five New Ways to Handle, “I’m too busy”

Of all the brush offs you get while prospecting, the good old standby: “I’m too busy to talk now,” is right up there with, “I’m not interested,” and “Just email me something.” The reason this is such a popular response with prospects is that most sales people don’t know how to handle it, and so are easily put off and happy to “call back later.” Of course, this is just what the prospect wants them to do, and, since they now have your caller ID#, they’ll know to let the call go to voicemail the next time they see it!

The key to handling this stall – as with all others – is to sidestep it first and earn the right to ask a few, quick qualifying questions to see if you’re really dealing with a qualified buyer or not. And that’s what the following rebuttals allow you to do.

As with any brush off, objection or stall, though, this one is easy to handle if you just take the time to learn some proven responses to it, and then use them with confidence when you get it. To help you deal with this brush off more effectively, I urge you to pick any of the responses below that best suits your style, product and service. Feel free to change them slightly so they are most comfortable for you to use, and then practice them each and every time you get this objection. Here they are:

“I’m too busy to talk right now”

Response One:

“I completely understand, and I know what it’s like to be interrupted. Tell you what: Before I schedule a call back with you – let’s take just a moment now to make sure this is something that’s even worth it for me to call you back on.

Quick question: How open are you to considering a new vendor to handle your (product or service), if you found you could realistically save your already limited time and money?”

OR

“Quick question: We supply/have a solution for/provide (your product or service), and the clients who schedule a 10 minute call with us are really happy they learned about it. I’m willing to call you back later today or even tomorrow morning, but first – what would you say your level of interest would be in making a move to a more efficient way of (doing what your product or service does)?”

Response Two:

“I’m with you, and let’s face it – we’re all too busy until we hear about something that can really benefit us. Let me tell you in a nutshell how this can help you, and then if you’d like to know more, we can schedule a time that’s better later – fair enough?”

[If yes, then briefly give a description and use a qualifying tie-down question.]

Response Three:

“Got it and I won’t keep you. Quick question: Are you the right person to speak with in regards to (your product or service)?”

[If yes]

“Great, then before I schedule a time to get back with you, let me just ask you two quick things:

Number one, if you found that you could increase (list a benefit or two), and reduce your (again, list a benefit or two), how open would you be to viewing a demo on it?”

And two, if you decided this was worthy enough to seriously consider, who, besides yourself, would weigh in on making that decision?”

“Great, then let’s go ahead and schedule that. I’ve got two times tomorrow…”

Response Four:

“Wow, you do sound busy! No worries – I can either call you back in 20 minutes, or we can spend just two minutes now to see if this is a fit for you – if not, then I won’t have to bother you again. How does that sound?”

OR

“Yes, you do sound busy. O.K., would you like me to call you back in an hour or later this afternoon?”

OR

“O.K., no problem. Let me see….Well, I could call you back this afternoon or we could set up a brief 5 minute call tomorrow morning – which works best for you?”

Response Five:

“Hey, I know what it’s like to be busy – but the last thing I want to do is schedule a call back if you’re really not interested in what I’ve got. Let’s do this: I’ll ask you just a quick question or two and if there’s some interest on your end, then we’ll schedule some time later – fair enough?

[If yes]

“Great. _________, are you open to purchasing/investing/learning about a new way to handle your (your product) if you were convinced it would save you time/make your job easier/be better at…?”
OR

“Quickly, what would your timeline be for (changing/investing/trying) a new service for your (what your product or service does) if you found you could dramatically increase/save, etc.?”

Once again, remember that your job is to earn the right to ask a few qualifying questions to see if your prospect is even worth putting on your call back list. And by using the scripts above, you’ll be able to do just that.

How to Handle: “I haven’t looked at the information yet.”

Of all the objections sales reps get when they call a prospect back to close them, this is perhaps one of the most frustrating – and the reason is because it’s usually caused by the sales rep! Here’s what happens: Sales reps send an email or brochure or link about their information out to a prospect, and when they call back, they invariably open the conversation with:

“Hi, I’m just calling to see if you received the information I sent out to you?”

OR worse:

“Hi, just following up on the information I sent to you – ah, did you have a chance to go through it yet?”

What do you think the prospect will say? Nine times out of ten the prospect will give you the stall: “I haven’t looked at it yet…” And then the sales rep is stuck and usually ends the call trying to schedule a time to get back with them…and you can imagine how this goes.

So, the first tip is to STOP asking IF the prospect has received/read/gone through the information, and instead open your calls with this assumptive opening:

“Hi this is _______ _________ with __________ calling about the information on our lead production process you wanted me to send to you. Now I’m sure you’ve gone through it a bit and probably have some questions for me. What stood out to you the most?”

And then hit your mute button and begin listening to what they say, and how they say it.

If at that time you get the stall that they haven’t gone through it yet, no problem! Just use any of the responses below to counter and move past this objection:

“I haven’t looked at the information yet.”

Response One:

“That’s fine, in fact we can go over it together, and this way I’ll be able to answer any questions that come up for you. Can you open that email up for me? I’ll be glad to hold while you do….

Response Two:

“That’s O.K., I know you’re busy, and it’s actually a good thing you haven’t looked at it yet. This way, while I’m on the phone with you, we can go through it together, and I can answer any questions that come up. Do you happen to have it in front of you?
Then use any of the following open ended questions to engage the prospect:

“By the way, how are you currently handling your lead flow right now?”

OR

“You mentioned that you have compared these kinds of services before – what have you particularly been looking for in a new provider?”

Response Three:

“I understand and that’s O.K. Let’s do this: let’s spend just a few minutes together right now and I can direct you to a few points that might have particular interest to you. Go ahead and open that email/brochure up…”

Response Four:

“It sounds like you’re as busy as me! No problem, though, here’s what we can do: while I have you on the phone, let me point a couple of things out to you so that later when you have more time to go through it, you’ll know what to look for. Can you open that email briefly for me?”

Response Five:

“That’s O.K.; I know how busy you are. If you have just a minute now, I’ll be happy to quickly point out some of the points that would appeal to you most. That will save you time later when you go through it. Do you have that handy?”

Response Six:

“I’m sorry you didn’t get it; it probably got stuck in your spam filter. Tell you what, I’ll just go ahead and resend that right now…..O.K., it’s on the way to you. Tell me when you see it pop up….”

Response Seven:

“I’ll go ahead and send the brochure again, and while it’s on the way to you, let me just ask you:

“How motivated are you and your department to make a change in the way you handle…?”

OR

“And if you do like the program, besides yourself, who else would have to weigh in on this decision?”

And any other re-qualification questions.

Response Eight:

“I completely understand and how about this: Go ahead and open that email up, and I’ll just briefly point out two things that will give you a framework for when you have time to go through it. Do you still have it in your inbox?”

Response Nine:

“Hey I get that all the time, so no worries. If you have just a few minutes now, I’d be happy to point a few things out – can you open that email briefly for me?”

Response Ten:

“I completely understand and let’s schedule a time when we can go over that together – how does later today or tomorrow morning look for you?”

As you can see, the best way to deal with the “I haven’t had time to look at the information yet” objection is by not causing it to begin with! After that, if you do get this annoying stall, it’s easy to sidestep it – if you know how. And now you do!

Four Ways to Get Past the Gatekeeper

Getting screened out by the receptionist or gatekeeper is still one of the biggest causes of phone aversion. Questions like, “Will he know who’s calling?” or “Will he know what this call is about?” or “Has she spoken to you before?” are enough to keep any inside sales rep up at night, and the sad thing is it doesn’t have to be this way! If you follow the basic philosophy provided below and then adapt and use any of the scripts provided, you can instantly increase your transfer rate to the decision maker.

The basic philosophy on getting gatekeepers to put you through is this: Stop trying to hide, trick or fool the gatekeeper into thinking that you already know or have spoken to the prospect before. And this means stop just giving your first name or not providing your company name, and most of all, STOP pitching the gatekeeper. The rule is this:

Gatekeepers just need to know your full name and your company name so they can let the decision maker know who’s on the line. In most cases, that’s it. Use the following proven techniques to fly by them and be connected directly with the decision maker the majority of the time:

Technique #1: Please, please, please. I’ve written about this technique before, but it remains the absolutely most effective and easiest one to use to increase your chances of being put through up to 65 – 75% of the time (I still use this every single day and it WORKS!). Here’s how it goes:

Receptionist answers: “Thanks for calling the ABC Company, how can I help you?

You: “Hi, this is _______ _______ with (your company name), can I please speak with ________, please?”

That’s it. Simple, easy and very effective. The key is to say this with a warm smile in your voice, and make sure you use “please” twice and use the instructional statement: “can I please speak with…” The other key is that you give your full name and your full company name as well (even if it doesn’t mean anything to them).

Technique #2: If you don’t know the name of the contact you need to speak with, use the “I need a little help, please,” technique. Try:

Receptionist answers: “Thanks for calling the ABC Company, how can I help you?

You: “Hi, this is _______ _______ with (Your company name), I need a little bit of help please.”

[It’s crucial that you WAIT for the person to ask how they can help you…]

“I need to speak with the best person who handles (your product or service), who would that be, please?”

Over 50% of the time, if you’ve asked this nicely enough and waited for their response, the receptionist will route you to the right department. When you get there, simply use the previous opening again, and you’ll most likely be connected with the right contact.

The key here is to: 1 – Be polite and put a smile in your voice, 2 – Use please, and 3 – Make sure and WAIT for the person to respond BEFORE you ask for the right person. This works, if you follow the above 3 steps.

Technique #3: If you don’t know the name of the contact, an alternative is to ask to be put through to a department instead, and then use the technique above. This is a great way to completely bypass the gatekeeper and so avoid all screening. Use this:

Receptionist answers: “Thanks for calling the ABC Company, how can I help you?

You: “Hi, could you please connect me with the marketing department, please?”

Again, be assumptive and use that powerful word, “Please.”

Technique #4: If you get screened further, you absolutely MUST know exactly how to respond. Use any of the following techniques:

If the receptionist asks: “Is he expecting your call?”

You answer: “I don’t have an appointment, but could you please tell him that _______ _______ is holding please?”

If the receptionist asks: “Will he know what this call is about?”

You answer: “Not specifically, but please tell him it’s about (his lead tracking), I’ll be happy to hold on, please.”

(The key to the above answer is that you ARE NOT going to pitch the receptionist, and you ARE going to use please and use an instructional statement.)

If the receptionist asks: “Have you spoken to him before?”

You answer: “Not about his lead tracking, but could you please let him know that ________ _________, with __________ is holding please?”

Don’t mistake how simple these techniques seem – they are powerful and they work IF you deliver them warmly and exactly as stated. Just remember, a gatekeeper’s main goal isn’t to screen you out, but rather to pass on accurate information on who is calling from what company, regarding what. Will you run into some gatekeepers who are harder to get through? Of course. And will these techniques work all the time? Of course not. But if you use them consistently, you’ll find that they will work about 70% of the companies you call into. And I’ll bet that’s a lot better than how your current techniques are working now, isn’t it?

Five New Ways of Handling the “Just Email Me Something”

While the method of this stall has changed throughout the years: it went from, “Just put a brochure in the mail, and I’ll look at it,” to “Why don’t you fax something to me, and I’ll look it over,” to now it’s, “Just email me your information, and I’ll look it over,” unfortunately, it all still means the same thing: your prospect either doesn’t want to take the time to be pitched, or they don’t need what you’re selling.

Either way, this stall sets up one of the most frustrating parts of sales – the chase. Think about it: how many times have you sent off your information and, when you’ve been fortunate enough to “catch” the prospect again, you’ve heard: “I haven’t looked at it” or “We’re not interested at this time”? Probably a lot, right?

The way to avoid this is to earn the right to ask a few key qualifying (or disqualifying, as I like to call them) questions so you can save both of you a lot of time and effort later on (to say nothing of saving yourself a lot of disappointment as well).

The solution, as always, is to be prepared for this brush off with a good script that fits your personality and product or service. Take the time now to adapt and customize one or more of the responses below so you are prepared the next time your prospect uses this stall.

Response One:

“I’ll be happy to do that, but once you see the material, you’ll probably have more questions than answers…so let’s do this first: I’ll ask you just a couple of quick questions to see if this is even a fit for you at this time, and then, if it is, I’ll send you some targeted information – sound fair?

[If Yes – ask any appropriate of the questions below]

“First, would you be the right contact for handling (XYZ)?”

OR

“I know I called you out of the blue, but if you found that you could (give a benefit of your product or service), what might your timeframe be for considering making a decision on it?”

OR

“How are you currently handling (XYZ), and what might motivate you to consider making a change?”

OR

“How open are you to seriously considering making a change (or making a move on) XYZ in the next one or two months?”
Now note about this rebuttal I put in the question: “sound fair?” at the beginning. You can leave that out if your prospect is in a rush or if you can tell you’ve caught him/her at a bad time – you’ll need to decide on a case by case basis.

Response Two:

“You bet I can – what’s your email address?”

[Take it down and then email them your information!]

“O.K., I just sent it. Now while you open that up, let me ask you a quick question:

“How do you get involved in ordering/handling/working with the XYZ?”

OR

“From a needs standpoint, how motivated is (your company/department/are you) to change/fix/replace/buy XYZ right now?”

OR

“What would you need to see in the information I just sent you for you to become interested in learning more about what we do?”

Response Three:

“I’d be more than happy to do that – where would you like me to email that?”

[Take it down and then email them your brochure.]

“O.K., it’s on the way to you. What I’d like to do right now is take just two minutes to get an idea of what’s important to you, and then I can direct you to that part of the information when you get around to it. Let me ask you:

“How do you get involved in ordering/handling/working with the XYZ?”

OR

“From a needs standpoint, how motivated is (your company/department/are you) to change/fix/replace/buy XYZ right now?”

OR

“What would you need to see in the information I just sent you for you to become seriously interested in making a change in how you’re handling XYZ now?”

Response Four:

“I have a better idea: rather than send you something you may not be really interested in, I’ll save you the time of going through it – or deleting it! – by asking you just a couple of quick questions now to see if there’s really a need. If there is, then I’ll have my assistant email you something:

“Are you the best person to talk to about changing/replacing/ordering the (XYZ)?”

OR

“I know I called you out of the blue, but if you found that you could (give a benefit of your product or service), what might your timeframe be for considering making a decision on it?”

OR

“How are you currently handling (XYZ), and what might motivate you to consider making a change?”

OR

“How open are you to seriously considering making a change (or making a move on) XYZ in the next one to two months?”

Response Five:

“Be happy to do that – where do you want me to email that to?”

[Then]

“And while you have me on the phone, let me briefly ask you just a couple of quick questions which will determine whether or not it makes sense for me to follow up on information I’ll send you. For example:

“How likely are you (or your company/department) to be in the market to make a change in (the way you handle XYZ) if you found a better alternative?”

OR

“If you like what you see in the information, what would the next step for us be?”

OR

“What would realistically stand in the way of us doing business together in the next few weeks if you saw some value in the information?”
There you have it – five new ways to handle the age old brush off – “Just mail/fax/email me some information.” As will all new scripts, take some time to adapt them to fit your product or service, and to fit your personality and style. Once you do develop an effective way of delivering this information, then commit to practicing, drilling and rehearsing it until it becomes automatic for you.

Don’t Say That, Say This!

Sales is set of skills that anyone can learn. If you learn and then practice the right skills, then things will be easier for you, and you’ll have more success. But if you don’t learn and use the right skills, then you’ll tend to wing it and make it up as you go along. This strategy is proven to lead to more frustration and less sales. It’s sad but true: most sales reps use ineffective skills and techniques that actually make it harder for them to succeed. And until you change what you do, you’ll just keep getting those poor results.

Below are five examples of poor techniques, I call them “Don’t say that,” followed by what to say instead. Look at these and ask yourself how many of these you are using and then make a commitment to begin using the more effective statements instead, and see for yourself how much easier selling over the phone becomes…

While prospecting, don’t say:

“Wonder if I caught you at a good time?”

OR

“Is this a good time for you?”

While I know it sounds polite to ask permission before you begin a conversation, giving your prospect a chance to avoid speaking to a sales person (you) is almost always a bad idea. If I’m ever given that option, I always say it’s a bad time just to get you off the phone. There is a better way to acknowledge that you are barging into someone’s day unannounced, and here it is:

Say this instead:

“________ I know you’re busy, so let me briefly ask you just one thing: we provide (your product – to other like companies or clients) and it may help you, too. Quick question:

“How do you currently..”

OR

“When was the last time you compared…”

OR

“Are you the right person to speak with regarding this?”

This technique works on several levels: First, you’re acknowledging they are busy and letting them know in advance that you’re going to be brief. Second, the opening is short and you immediately get to a qualifying question. And by getting to a question quickly, you’re giving your prospect the opportunity to tell you if they’re busy or not – don’t worry, if they don’t have the time, they’ll tell you. This is much better than offering them the out in the beginning. Third, by asking a qualifying question (and feel free to customize what you want to ask), you’re actually learning something about your prospect. Overall, this is the much more effective opening.

While prospecting, don’t say:

“I’m calling to learn a little bit more about your company…”

Quick: what’s the one thing you and your prospects don’t have enough of? Time. One of the biggest causes of resistance from your prospects is the idea of a sales rep taking some of their precious time to pitch them on something they probably don’t want anyway. I groan when a sales reps calls me and starts pitching, and when you’re at home and a telemarketer calls you, how do YOU feel?

While opening your call by asking, “I’m calling to learn a little bit more about your company,” might sound consultative and in your prospect’s best interest, it isn’t perceived that way. That’s why it’s much better to:

Say this instead:

“________ briefly, we help companies do XYZ, and I just have a quick question to easily find out if this is a fit for you as well…

“How do you currently..”

Or

“When was the last time you..”

OR

“Are you the right person to speak with regarding this?”

Once again, the key is to be brief and to get to a qualifying question quickly. Your prospect will appreciate that you’re getting to the point right away, and this immediately separates you from all the other sales reps calling to steal their time.

While prospecting, don’t open your call like this:

“The reason for my call is that we provide accounting solutions for companies that process more than 150 employees in a month. Our solution is ideal for companies like yours in that we can save you both time and money handling…..”

Believe it or not, most sales reps start a call with a product dump monologue that instantly puts prospects in a bad mood. Nobody cares what you do or how you do it. Instead, what they want to know is if it’s a fit for them and how it can help them. And that’s why you must, absolutely must, get to the point quickly and ask them a question so they can engage with you. Try:

Do open your call this way instead:

“The reason I’m calling is to see if you’d be a good candidate for what we do. _________ in a nutshell we have a super easy solution that saves companies as much as 15% monthly in the way they process their employee checks. Let me ask you just two quick questions:

One: Who are you using now to process employee payments?

Two: If we could also save you 15% of your monthly expenses, how open would you be to seeing if this would be a fit for you?

This opening is much better for several reasons. First of all, it’s short (always a good thing on a cold call). Next, it lets them know you’re simply calling to see if they would be a fit (which is what they want to know as well before they’re willing to invest more time to speak with you). It also tells them your solution is “super easy” (and who doesn’t like that?). Then it gives them a benefit (the 15%). Lastly, you’re immediately giving them an opportunity to interact by asking them questions.

While prospecting, don’t say:

“Are you the person who would be making a decision on something like this?”

The biggest problem with this approach is that it’s closed ended. It requires a “Yes” or “No” answer, and that allows the prospect to hide behind a smokescreen answer. It’s much easier for them to say yes and avoid getting into the real decision tree that you’ll unfortunately find out later on (when you’re trying to close the deal).

Say this instead:

“Besides yourself, who else would weigh in on a decision like this?”

Ah, the power of the open ended, assumptive questions. This question immediately cuts through any smokescreen your prospect would otherwise use, and it automatically gets them to reveal who else is involved. And let’s face it, most people will consult with someone (or multiple people) when making a decision. Isn’t it better to find out in advance?

While closing, don’t respond to the objection:

“I’ll run this by my regional manager (or boss or partner, etc.) and see what he/she says”

With:

“And when should I get back with you?”

So much time and energy can be saved if you prepare yourself for this common stall in the beginning and learn how to answer it correctly. First of all, the last thing you want to do is hand control of the close over to your prospect by asking when you should get back with them. Instead:

While closing, do respond to this objection this way:

“Terrific, and if he gives you the O.K. to move on this, what other questions would you have for me?”

OR

“O.K., and let me ask you: Based on what you’ve seen so far, is this something that you’d be inclined to move forward with if the decision were up to you?”

[If Yes]

“And how much influence do you have with your regional in deciding on something like this?”

One of the big keys to success in sales is to understand that 80% of the objections you’re going to get are the same ones you got yesterday and that you’ll get again tomorrow. In other words, they’re all the same! Once you realize this, you’ll have a distinct advantage if you take the time to prepare the right responses to the stalls and objections you know you’re going to get.

The response above allows you to isolate the stall at the end of your close and get right to the real objection. In other words, if the prospect isn’t sold, then speaking to someone else is just a smokescreen that won’t go away when you call them back. Finding out now gives you the ability to deal with the real objection, and it’s best to do it now while you’re in the closing arena.

As you can see by the techniques above, sales is a series of skills that anyone can learn. The key, however, is to learn and use the right skills! Remember, practice doesn’t make perfect; it only makes permanent. If you use poor skills over and over, you’re not going to improve. Conversely, making small adjustments in the techniques you use can have a BIG impact on your results.

But don’t take my word for it. As always, try these scripts for yourself and see how much better of a reaction you get, and how much easier your cold calling and closing presentations go.