Here is an example of a cold call from another financial advisor. We have done a review and analysis of a couple of calls from financial and wealth management advisors so if you find this video helpful, be sure to go to our YouTube playlist here to view the other cold call examples and hear [...]
This is a recording of a warm call script example that we received from one of our service providers. After the call recording is a play-by-play analysis where we outline what he could have done better. Included with the analysis is a cold call script example that takes our recommendations into consideration that he could [...]
This is a real cold call example from a recent LinkedIn connection. We have taken the call recording of the cold call and broken it down to create a play-by-play analysis to outline what the salesperson does well and what could have been done better. One thing that I think this cold call example shows [...]
While it is very easy to connect with prospects on LinkedIn, it can be very difficult to figure out how to cold call LinkedIn connections. This is because becoming connections can, in some ways, seem like a friendly gesture, and you might not want to follow that gesture up with some sort of sales pitch [...]
Here is a cold call script example from a salesperson who is selling cable and internet services. In this video and blog post, I will break down the call into the different steps of the SMART cold call process. At each step, I will share what she does and then share what I would do, [...]
Hosting webinars and events is a great way to generate leads for your business. Usually, after you have an event, you will have a spreadsheet of registrations or attendees. This is a great list to work on, but it can often be unclear what best to do to convert the list of attendees into leads. [...]
Here is a real cold call example from a salesperson that appears to sell PEO services, which is a type of HR and payroll outsourcing. In this video, we provide the recording of the call and after that we provide an assessment of the call in terms of what went well and what could have [...]
A cross-sell cold call script is a script that you can use to call existing customers to try to upsell them on a different or additional product. Here is how you can create your sales script for cross-selling and upselling existing customers. Introduction Since this is an existing customer, opening the call should be fairly [...]
This is an example of a cold call that we received from a salesperson who appears to sell some sort of payroll software. While the call may seem short and uneventful, there are some really good things to reflect on and discuss. What Went Well One thing that I think went well on this example [...]
This is an example of a cold call that I received from what I believe is a fintech startup or a financial services provider. Overall, I think it was a pretty good cold call, and here is my review of what went well and what he could have done better. What Went Well I think [...]