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Gary D. Seale - MBA
Mortgage Loan Consultant
https://www.caliberhomeloans.com/gseale
Have the Right Tools
 Viable CRM and the Knowledge to use it
 Computer and screen
 Remember personal ergonomics
 Strong Wifi or line connection
Have the Right Tools
Keyboard skills or yellow pad
Give yourself a physical/mental break
Reminder Scrip in front of you
Scrip available for copy paste and resending w/graphics
The Process
Introduction call
Ask for a specific name if at all possible
Ask permission to proceed – listen closely
Intro with name, company, a why answer or
primary differentiating capability
You have 45-60 seconds!
Ask permission to send a follow up e-mail
Send e-mail ASAP
Log in CRM – Set follow up date
Have the Right Attitude
 As the saying goes, 90 percent of everything in life is attitude. .
 Before you ever pick up the phone, you need to have the right
attitude.
 Before you make a call or sit down to type an email, the first
thing you should do is get your head wrapped around the
concept.
 You have the skills to sell in any situation. It doesn’t matter if
it’s 58 cents or $58
Believe in Your Product
 You’ve got to believe in what you’re selling.
 You’ve got to believe your product is worth at least 10 times
the money and the time your prospect will invest in it.
 Sell yourself before trying to sell anyone else
Be Persistent
 You’ve got to be willing to keep calling people back again and
again until you reach them and they are willing to speak with
you.
 InsideSales.com research has shown that on average, reps give
up after only 1.3 contact attempts. That’s not enough. Stats
reveal contact attempts of 8-12 times may be necessary.
Master the Pitch
 You’ve got to have your pitch down. That’s why scripts are
valuable and important.
 Whenever you’re making a sales call, whether it’s two minutes
or 14 minutes, you need to know your goal.
 What are you hoping to get out of that call? Is it to close a
deal? Is it to find out who the decision makers are? Is it to get
an appointment?
 Know your goal and tailor your pitch accordingly, because each
of these calls will require a slightly different approach.
The Significant Differentiating Claim
 We do our best to provide call scripts with a strong
differentiating message.
 Your claim has to be something a prospect cannot regurgitate
and a competitor cannot imitate.
 In other words, your prospect can’t ignore your claim and your
competitors can’t match its value.
 Your claim must become a hook that sinks so deep in the client
that it literally creates a picture they can’t erase.
 Nobody buys anything except for one reason, to solve a
problem
Self Control
 Before making a cold call, many people complain of nervous
jitters.
 No one likes rejection, but that’s part of the sales process.
 Every sales professional should remember that with each call,
they have everything to gain and very little to lose.
 Great salespeople know this and it serves as a powerful
confidence booster and motivator. - Trust God
The Best Value
 Every salesperson must believe they have high value,
regardless of price.
 What that means is you have to convince yourself that even if
you’re four times the price tag, you’re still the best value.
 Understand what makes you better. Why should someone buy
your product or service over anyone else’s, even when it’s
pricier? Drive home your differentiator!
Respect Your Prospects
 Treat everyone with respect.
 Sales reps who are calling people all day can start treating new
prospects like the last eight people they failed to sell. This is a
big problem with cold calls.
 You need to start fresh with every call and treat each new
prospect with respect.
The Database – Target Market
 Work diligently to develop a database that is composed of
prospects that meet the target demographic for your product.
 No database is perfect and there will be employees who have
left the company, bad numbers or companies that have gone
out of business.
 It may be necessary to adjust the database if it is discovered
that the database is not directed at a viable group of
prospects.
512-219-6677
https://www.caliberhomeloans.com/gseale
Gary.Seale@caliberhomeloans.com

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Cold calling essentials chl

  • 1. Gary D. Seale - MBA Mortgage Loan Consultant https://www.caliberhomeloans.com/gseale
  • 2. Have the Right Tools  Viable CRM and the Knowledge to use it  Computer and screen  Remember personal ergonomics  Strong Wifi or line connection
  • 3. Have the Right Tools Keyboard skills or yellow pad Give yourself a physical/mental break Reminder Scrip in front of you Scrip available for copy paste and resending w/graphics
  • 4. The Process Introduction call Ask for a specific name if at all possible Ask permission to proceed – listen closely Intro with name, company, a why answer or primary differentiating capability You have 45-60 seconds! Ask permission to send a follow up e-mail Send e-mail ASAP Log in CRM – Set follow up date
  • 5. Have the Right Attitude  As the saying goes, 90 percent of everything in life is attitude. .  Before you ever pick up the phone, you need to have the right attitude.  Before you make a call or sit down to type an email, the first thing you should do is get your head wrapped around the concept.  You have the skills to sell in any situation. It doesn’t matter if it’s 58 cents or $58
  • 6. Believe in Your Product  You’ve got to believe in what you’re selling.  You’ve got to believe your product is worth at least 10 times the money and the time your prospect will invest in it.  Sell yourself before trying to sell anyone else
  • 7. Be Persistent  You’ve got to be willing to keep calling people back again and again until you reach them and they are willing to speak with you.  InsideSales.com research has shown that on average, reps give up after only 1.3 contact attempts. That’s not enough. Stats reveal contact attempts of 8-12 times may be necessary.
  • 8. Master the Pitch  You’ve got to have your pitch down. That’s why scripts are valuable and important.  Whenever you’re making a sales call, whether it’s two minutes or 14 minutes, you need to know your goal.  What are you hoping to get out of that call? Is it to close a deal? Is it to find out who the decision makers are? Is it to get an appointment?  Know your goal and tailor your pitch accordingly, because each of these calls will require a slightly different approach.
  • 9. The Significant Differentiating Claim  We do our best to provide call scripts with a strong differentiating message.  Your claim has to be something a prospect cannot regurgitate and a competitor cannot imitate.  In other words, your prospect can’t ignore your claim and your competitors can’t match its value.  Your claim must become a hook that sinks so deep in the client that it literally creates a picture they can’t erase.  Nobody buys anything except for one reason, to solve a problem
  • 10. Self Control  Before making a cold call, many people complain of nervous jitters.  No one likes rejection, but that’s part of the sales process.  Every sales professional should remember that with each call, they have everything to gain and very little to lose.  Great salespeople know this and it serves as a powerful confidence booster and motivator. - Trust God
  • 11. The Best Value  Every salesperson must believe they have high value, regardless of price.  What that means is you have to convince yourself that even if you’re four times the price tag, you’re still the best value.  Understand what makes you better. Why should someone buy your product or service over anyone else’s, even when it’s pricier? Drive home your differentiator!
  • 12. Respect Your Prospects  Treat everyone with respect.  Sales reps who are calling people all day can start treating new prospects like the last eight people they failed to sell. This is a big problem with cold calls.  You need to start fresh with every call and treat each new prospect with respect.
  • 13. The Database – Target Market  Work diligently to develop a database that is composed of prospects that meet the target demographic for your product.  No database is perfect and there will be employees who have left the company, bad numbers or companies that have gone out of business.  It may be necessary to adjust the database if it is discovered that the database is not directed at a viable group of prospects.