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How to Get Anybody on the Phone
Remind yourself why you want to get
someone on the phone
Where my strategy comes from
•  Selling local & long-distance telecommunications
services for MLM program
•  Selling $25M+ companies to investors and other
larger companies at investment bank
•  Selling 3 different products in three different
industries at three different failed startups
•  Selling legal software to massive companies that get
sued a lot
Get to Anybody!
6 Specific Strategies for Getting Anybody on the Phone
Know who you want to call
•  I call General Counsels at companies with revenue
greater than $100M, within the government,
technology, energy and healthcare sectors,
headquartered in either Canada or North America.
•  I call female mom’s with kids.
Do enough information gathering
•  You need their name, company, job title, phone
number, email, location, skills, expertise, interests
and source
•  Company website, LinkedIn, Rapportive, Data.com,
Hoovers, Crunchbase, AngelList
•  Put all of these data points in a CRM to quickly
reference on your call
Write more detailed notes in CRM
•  Salesforce.com, CapsuleCRM, Pipedrive, BaseCRM,
Contactually
•  Make note of all pertinent details about person and
info from calls. Notes don't have to be long. Less
than 3 sentences, use abbreviated words.
•  Makes notes while you are on the call. I use pen and
paper then add the notes into Salesforce.
Make calls with a clear strategy
•  I set my call strategy based on the source of the lead
and their response to my efforts.
•  Example of high priority inbound lead:
– 
– 
– 
– 
– 
– 

Day 1: make immediate call, and send email
Day 2: make second call
Day 3-4: make third call
Day 5-7: make fourth call, and send email
Day 8-10: make fifth call, and send email
Day 11: make sixth call, and LVM
Get assistants to trust you
•  The best way to get assistants to trust you, is to
TELL THE TRUTH.
•  I surveyed all the assistants at my previous
companies. And they all said, the people they help
are those who are HONEST about their intentions.
•  Ask them qualifying questions to save time.
Find someone else "
more accessible to refer you
•  When you can’t reach someone, call their co-worker
or friend. After you speak with them, then you can
say, “ ____ referred me to you.”
•  Referrals are the most powerful sources of leads.
Sometimes you have to go looking for them.
•  Even after you get hung up on.
Even when you put simple strategies
together, it’s still hard
•  Know who you want to call
•  Do enough information gathering
•  Write more detailed notes in CRM
•  Make calls with a clear strategy
•  Get assistants to trust you
•  Find someone else more accessible to refer you
Now you can GET ANYBODY on the phone!

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How to get anybody on the phone

  • 1. How to Get Anybody on the Phone
  • 2. Remind yourself why you want to get someone on the phone
  • 3. Where my strategy comes from •  Selling local & long-distance telecommunications services for MLM program •  Selling $25M+ companies to investors and other larger companies at investment bank •  Selling 3 different products in three different industries at three different failed startups •  Selling legal software to massive companies that get sued a lot
  • 4. Get to Anybody! 6 Specific Strategies for Getting Anybody on the Phone
  • 5. Know who you want to call •  I call General Counsels at companies with revenue greater than $100M, within the government, technology, energy and healthcare sectors, headquartered in either Canada or North America. •  I call female mom’s with kids.
  • 6. Do enough information gathering •  You need their name, company, job title, phone number, email, location, skills, expertise, interests and source •  Company website, LinkedIn, Rapportive, Data.com, Hoovers, Crunchbase, AngelList •  Put all of these data points in a CRM to quickly reference on your call
  • 7. Write more detailed notes in CRM •  Salesforce.com, CapsuleCRM, Pipedrive, BaseCRM, Contactually •  Make note of all pertinent details about person and info from calls. Notes don't have to be long. Less than 3 sentences, use abbreviated words. •  Makes notes while you are on the call. I use pen and paper then add the notes into Salesforce.
  • 8. Make calls with a clear strategy •  I set my call strategy based on the source of the lead and their response to my efforts. •  Example of high priority inbound lead: –  –  –  –  –  –  Day 1: make immediate call, and send email Day 2: make second call Day 3-4: make third call Day 5-7: make fourth call, and send email Day 8-10: make fifth call, and send email Day 11: make sixth call, and LVM
  • 9. Get assistants to trust you •  The best way to get assistants to trust you, is to TELL THE TRUTH. •  I surveyed all the assistants at my previous companies. And they all said, the people they help are those who are HONEST about their intentions. •  Ask them qualifying questions to save time.
  • 10. Find someone else " more accessible to refer you •  When you can’t reach someone, call their co-worker or friend. After you speak with them, then you can say, “ ____ referred me to you.” •  Referrals are the most powerful sources of leads. Sometimes you have to go looking for them. •  Even after you get hung up on.
  • 11. Even when you put simple strategies together, it’s still hard •  Know who you want to call •  Do enough information gathering •  Write more detailed notes in CRM •  Make calls with a clear strategy •  Get assistants to trust you •  Find someone else more accessible to refer you Now you can GET ANYBODY on the phone!