Phone prospecting

Phone prospecting: practice opening the conversation.

Cold calling means calling a contact to see if a sales conversation makes sense. The first goal is to understand their situation, not recite your pitch.

Customer brief

Example
Portrait of Thomas MartinThomas MartinBusiness unit lead · First contact
Context
Between meetings, they ask for an email before even hearing why you’re calling.
Your objective
Find out whether tracking inbound requests is a priority for them.
Reaction to work on
« Just send me an email. »

How it works

  1. 01

    Set up the scenario

    Find out whether tracking inbound requests is a priority for them.

  2. 02

    Role-play the conversation

    The customer starts with: “Just send me an email.” Adapt your questions to their response.

  3. 03

    Review and try again

    Did you check their role before presenting your offering? If they want to end the call, respect their decision.

What does this practice session look like?

Between meetings, they ask for an email before even hearing why you’re calling.

The customer says, “Just send me an email.” Here’s one possible response.

“Of course. So I can send you something useful, are you the one who tracks inbound requests?”

What scenario should you practice?

A business unit lead answers between meetings. They don’t know you and immediately ask you to send an email. Does that request end the conversation, or is there a topic worth asking about?

Introduce yourself and explain why you’re calling, then ask permission to ask a useful question. If the contact doesn’t want to continue, end the call politely.

A sales professional practices a call, wearing a headset in a bright office.

What phrases should you try?

Adapt these to your own words. They’re for practicing an intent, not reciting a script.

  • “I’m calling about tracking inbound requests. Is that something you oversee?”
  • “Before I send you anything, what information would be useful to your team?”
  • “If this isn’t a priority, would you prefer to leave it here?”

What mistakes should you look for in the debrief?

Review your phrases in the call report and look for these.

  • Starting with your company’s story.
  • Asking three questions at once, then answering for the prospect.
  • Turning “not interested” into a debate.

What exercise should you do this week?

Write two opening lines for the same situation. After each simulated call, review the customer’s first response and the question that followed. Compare how well you opened the conversation, not how long the call lasted.

Change only one thing at a time. A simulation doesn’t guarantee results on your real calls. It gives you a place to practice. See call simulations and pricing.

FAQ

How do you practice phone prospecting?
Practice your opening out loud with a customer who responds, then review what you said. A simulated customer lets you replay the same scene as many times as you need without using up a real prospect.
How should you respond to “Just send me an email”?
Agree, then ask what information would be useful to send. If they don’t have a need, respect that. This is one of the most practiced scenarios in the prospecting library.

Practice your next call before you pick up.

No credit card required.

Practice phone prospecting | Clozing