Sales Call Planning: What to Know Before Every Sales Call
By Mike Schultz and John Doerr
A good part of business
development success is, as some say, just showing up. But show up
prepared and success is what you will get.
We acknowledge that
sometimes you do just show up (or—hallelujah—a prospect calls you out
of the blue) and you haven't done any preparation for the sales call.
It's reasonable to suggest that on occasion sales calls are
appropriately deemed 'exploratory discussions'; the kind of discussion
in which we just talk and 'see where it goes'.
Take this
approach in every business development situation, however, and you'll
lose your share of sales that you should have won. Interestingly,
whether you have a two thousand or a two million dollar price point, to
increase your odds of winning new clients you still need to do the same
basic planning and know the same essential information before your
sales calls.
Here are six sales call planning questions you
can answer for yourself before every sales call that will help prepare
you for business development success:
1. What is the prospect's current situation?
Ask this question to give yourself the lay of the land. Often your
goals for the client, the value your services can offer the client, and
your action planning for the rest of the sales call come out of your
detailed knowledge of the prospect's situation.
If you find
that you don't know enough about the situation yet, ask yourself what
research you can do before meeting with the client so you can 1) move
quickly through tactical situational discovery that can become tedious
or bore a client, and 2) demonstrate to them that you are the type of
professional that does his homework and goes the extra mile to make
sure the client gets the most value out of each contact with you.
2. What are my business development goals for this client or prospective client? Different goals for your clients will make for very different sales conversations. Questions you can ask yourself will include:
- Is
this the 'discovery' meeting where we get to know each other and build
rapport while learning how I might be able to help them?
- Is this a current client to whom I am introducing a new set of services?
- Am
I reviewing the results from the previous year with a client and this
is the meeting where I 'resell' my value so the client stays loyal?
- Am I looking to cross sell or upsell currently available services because I see where these services can add value?
- Am I trying to supplant a competitor?
- Is
this a current client where I work in one of their divisions and I
would like to get introductions into the other three divisions where I
can also help?
- Is this a prospect with so much potential that I willing travel on my nickel to 5 cities to visit their branch outlets, their competitors, and put together a presentation and value proposition so compelling they are wowed like they've never been wowed and resolve to work with me on the spot?
I am sure
you can add to this list depending upon your own situation. Whatever
your business development goals for this prospect or client are, make
certain you are as clear as you can be about those goals before you
enter the actual meeting.
3. What is my desired next outcome?
Sounds simple enough, but this question is so often overlooked by
professionals before they meet with clients or prospects. Our advice:
if you don't know what you want to get out of your meeting with them,
don't get out of the (proverbial) car (credit to Mack Hannan and his
book If You Don't Have a Plan, Stay in the Car).
Just
make sure you start your sales call planning process early enough.
Sometimes you need time to investigate just what your desired next
outcome should be.
4. What are my relative strengths?
In every sales situation various forces are working in your favor. Know
what these forces are for this particular client or prospect situation
so you can leverage them to help make the client more successful. This
will give you increased odds of winning the client.
The more
specific you can be for the particular situation, the better. Sure, it
might be a general advantage that you are a well known expert in your
field with a good reputation, but it's a better advantage to know who
you are selling against (if anyone), whether or not you and the
potential client went to the same graduate school, whether you've been
particularly successful in this industry vs. your competitor, or any
other specifics that might be working in your favor.
5. What are my relative vulnerabilities?
This is the corollary to number four above. Maybe you have less
experience than the competition. Maybe another company is the incumbent
service provider and you are the challenger. Knowing what your relative
vulnerabilities are will allow you to prepare in advance to either turn
them into advantages or at least diminish them as vulnerabilities.
For
example, maybe the other company has more experience in the industry,
their reputation is quite good, and they've been doing this forever.
You can say, "Yes, they do have a lot of experience in the industry as
this is their only focus. Because our focus is broader, we bring
knowledge from outside the industry that has really been valuable to
our other clients. Did you know that in the ABC industry they designed
their divisions like this last year and got a 7% cost savings on
average when they tried it? The data source? It's from the objective
research of the ABC Industry Association. Maybe it will apply to your
company. We can look into it together, if you like."
With good
preparation and call planning you can have your responses to
'objections' and tough questions at the ready when you need them.
6. What actions do I need to take before the next call? We all have to-do lists that help us get done what we need to get done. By taking the time to answer questions 1 through 5, your business development and sales call planning to do list will be as good as it possibly can be because your actions will be:
- Informed by the knowledge of your client's situation
- Guided by your goals for the client from a business development perspective
- Built to help you achieve your desired outcomes
- Planned with the knowledge of your relative strengths and vulnerabilities in this particular business development situation
Maybe
for Woody Allen 80% of success in life is just showing up. But the most
successful business developers we've seen over the years show
up...prepared.

