Tag Archives: How to

How to Prepare for a Sales Call – The Right Way!

I’ve said this in a previous blog, but success is all about how much effort you put into your preparation. When it comes to sales success, it’s all about how much homework you do before getting on the phone with a prospective customer.

But when you have a whole world of information at your fingertips, it’s easy to get lost and miss what is actually important when researching your prospective clients.

So what exactly should you know, and what isn’t important? What should you prep on your end to be ready for the call?

Did you research the account? Sometimes you have an already existing client who you’re looking to up-sell, or maybe you want another order from them. It’s important to make sure that you know the complete history on the account and what they’ve needed in the past. Do you know the hiring manager? Do you have a relationship with someone over at that organization? Make sure you know everything there is to know about the account.

Have you learned something about the person with whom you’ll be speaking? Sometimes it helps to know a person tidbit of information about the person you’ll be speaking with beforehand. Nothing too creepy, but maybe they have an affinity for Golden Retrievers just like you. Maybe you share an alma mater. It’s small things that give you a friendly way to break the ice with you prospective customer.

Do you have a goal for this call? Whether you’re marketing candidates, trying to grab a new job order, or selling a car. Every sales conversation needs to have an end goal. If you don’t have an overall goal for the conversation, then do you really have anything to sell? Not having a point to the call will just waste your prospective client’s time.

Clean up your social media and update your website. Everyone these days is sitting in front of a computer while they’re on the phone in their office. If you call someone and tell him or her your name, you better believe that they will do a routine social media search while they’re on the phone with you.

I have asked my social media manager many a time to do some quick research on someone while they’re pitching to me and yes, it does affect how I react to them or their product.

Remember it’s not about you. If you ever hear yourself making the conversation about yourself, or how you really need this deal to come together, know that you’ve already blown the pitch. A sales call is never about what you need, or what you have, but rather what you can do for the prospective client.

Sales calls can be tricky but they don’t need to be with some simple preparation. It’s remembering that everyone you talk to is a human being with emotions, and likely a professional that is trying to fit you into their already busy day.


Need more sales help? Curta Precision Recruitment offers a three-hour sales training course called Selling in the Knowledge Age that focuses on the Recruitment and Consulting industry. For more information click through to our website or email Cecily@curta.ca

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