6 Steps to Mastering The Sales Call

Transform your sales calls, bring in more money.

Erin James
2 min readMar 11, 2021

The biggest problem many entrepreneurs (and sales professionals) face is they don’t have a set sales system in place — including the follow-up process — which is why it can seem so hard to sell at times.

Just like anything else you do, practice makes perfect. The more you do it, the better you get, the more confident you get.

Here are six steps to help transform your sales calls into customers:

  1. Preparation: Setting yourself up for success is step 1. Come prepared. Practice. Breathe.
  2. Rapport: Spend the first few minutes connecting and gaining rapport. Make the client feel comfortable and that they can relate to you.
  3. Discover: Identify their short and long term goals to guide your call and offer
  4. Obstacles: Find out what their biggest challenges are. What is holding them back.
  5. Needs: Identify what they truly need in a product/service (your offering) and find out the small details that are important to them
  6. Solution: Share your solution/offering and tie it into their goals, challenges, and needs and how it will help them accomplish these↓

If you feel sales isn’t your strong point, there are a few things you can do to help you feel confident in your sales call. Here are my top three recommendations:

  1. Write out a “script” for you to follow as well as questions you may want to ask (check out this sales call template to get you started)
  2. Work with a coach, consultant, or mentor to nail down a sales strategy, including the “pitch call” (check out this coaching program with a people-centric coach and consultant)
  3. Mock pitches with friends, family, and colleagues, or even those in the industry who have been where you are, and ask for honest feedback. (Make sure they have a business/problem that is your audience so it is real.)

Erin James is a business and marketing coach and consultant for founders, agencies, consultants, and coaches helping them streamline and scale while being happier in life. She emphasizes systems, mindset, productivity, and execution to work less while making more money. Learn more at www.erinjames.co.

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Erin James
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Futurist | Business, Marketing, PR, and Mindset Coach + Consultant @ erinjames.co | Vegan Gluten-Free Nutritionist + Sustainability Advocate @ liveSQUAY.com