
Sales, the final (business) frontier. If youâre here to learn how to sell, youâre probably relatively new to this whole game, and I can bet youâre feeling a bit overwhelmed. (Trust me, Iâve been there).
Whether youâre a business owner branching into the world of sales, or a new sales rep whoâs just getting their feet wet, wrangling the art & science of the selling process can feel like fighting an uphill battle.
But it doesnât have to be that way.Â
When you break it down, sales is (relatively) simpleâyour prospects have a problem, and you have a way to solve it. All you have to do is convince them to buy. Badabing badaboom.Â
Sure, thereâs a near infinite number of methodologies and frameworks that you could study for months (and maybe you should). However, what most salespeople need is a very simple crash course in how to sellâand thatâs what Iâm giving you right here.
Letâs make sure you have the basics covered so you can start winning some deals.Â
If you donât know who youâre selling to, youâre probably going to waste a lot of time selling to the wrong people. Instead of waiting to get lucky, do the upfront work to start selling to the right people, straight out the gates.
Dig into your target market, fully understand who youâre selling to, and youâll see a big payoff in the long run.Â
Not sure who your target audience is? Letâs talk about how to identify your ideal customer profile.
For example, letâs say you own a power washing company. Look at your most consistent customers, and find out what they all have in common (like the demographics, building type, neighborhood, etc.) Then, search real estate sites or Google to find similar homes or businesses. Finally, you can dig into a social media site like Nextdoor and search "power washing" to see what people are asking about it.
Remember: this doesnât have to be complicated. Within a few hours, you should be able to nail down specific characteristics that you want to target.
You canât sell anything if you donât know what youâre talking about.Â
Case in point: At my first sales job, I was tasked with cold calling and emailing scientists conducting clinical trials. Not an easy task for an economics major. đš
I didnât want to sound like an idiot, so I learned everything I possibly could about at least the narrow part of this world that I was selling into. That meant understanding the basics of how clinical trials work, the problem that these people had (managing hundreds of thousands of sample vials), and how I could help them solve that problem (with software that made managing those samples easier). I didnât need to go to graduate school for biochemistry, I just needed to grasp the industry.Â
Whether youâre selling used cars, real estate, solar panels, or software, you need to do a deep dive into your industry to come across as someone who knows what theyâre talking about.Â
Of course, be reasonable. Donât expect to know their field better than the experts youâre talking to. Get to know their pain points and develop a deep understanding of how your offering can solve those problems.Â
Focus on knowing what they donât knowâthe solutions to the problems theyâre facing.
Being an expert doesnât happen overnight. Approach this process from a place of genuine curiosity, and youâll grow your knowledge exponentially over time. Here are some tips to get started:
Another type of expertise youâll need is to understand the competitive landscape. You donât need to know your competitors in as much detail as your own company, but you should understand them from the perspective of someone evaluating your solution. That means knowing the advantages and disadvantagesâand how you can use your unique benefits to stand out.Â
Before you pick up the phone or start scheduling appointments, make sure youâve done enough homework to feel confident about what youâre selling.
Some industries rely more heavily on the relationship aspect of sales. For example, in real estate, the results are relatively similar no matter who the seller is. So, the relationship is a main selling point.
That said, no matter what industry youâre in, relationships matter. When you build a personal connection to your prospects, theyâll be more likely to choose you over any other option theyâre considering.
More than just building relationships, though, you also need to build authority. Become a reliable consultant to your customers, and youâll win their trust (and their money).
Hereâs another tip about building relationshipsâif youâre selling locally, focus on building relationships in your community. You have a key advantage here in that you can go beyond social media and find those âthird placesâ where you can physically be in the same space as your ideal customers.
These might include coworking spaces, churches, or coffee shops in your neighborhood. Indulge in the fun part of a local sales jobâstrike up conversations, build in-person relationships in your local community, and get rewarded for it later on.
When you first make contact with a new lead, here are some tips on building a relationship.Â
For more on this, check out our article on relationship selling.Â
Once youâre talking with a potential customer, you need to answer two basic questions:
It doesnât matter if you found them by actively doing outbound sales or if they came to your business through inbound marketingâyou need to make sure theyâre a good fit.Â
In sales, this process is known as qualification.
The easiest way to do this is to match any new lead to the criteria you identified above: your ideal customer profile. Do they match the patterns youâve seen in your most successful customers?
I know I said I wouldnât go deep into frameworks, but letâs quickly cover one simple framework you can use out-of-the-box for qualification: BANT.
Qualification, like much of sales, is all about asking questions to both uncover needs and determine if your solution would actually work. Within the BANT framework, your questions would focus on the following:
First things first: can they afford your solution or services?Â
For industries like real estate or mortgage lending, you could ask, are they a serious buyer or seller? Or do they qualify for a loan?Â
Ask clarifying questions early on to make sure they have the budget so you donât waste both of your time.Â
If youâre selling to a business, there are likely multiple people working there. You need to find out if the person youâre talking to actually has the authority to make a purchase decision or if youâll also need to talk with their boss or someone else.Â
In direct-to-consumer sales (again, like real estate), you need to see if someone needs to check with their spouse before they can make a big decision. If they do, youâll need to get them on board as well.Â
Itâs time to ask qualifying questions that help you understand their problems and whether you have the right solution to solve them.Â
These questions will vary greatly depending on the industry and solution, which is why I recommended before that you become an expert in your field. The goal here is to figure out what they truly need and how you can provide that, and NOT jump into talking about your solution too early on. Uncover needs first; talk about your solution later.Â
Need is greatâbut the timing has to be right for this to work.
For example, if youâre in real estate, a young couple might just be thinking about buying a house but wonât be ready until next year. You should still do your best to build a relationship with them and keep a lookout for what they need, as it can pay off later, but itâs good to know for your pipeline that they arenât looking right now.Â
The same goes for business-to-business sales, where budgeting cycles and other timing considerations come into play.Â
So, what happens when a potential customer doesnât match your qualification criteria?
The best customer experience you can give is being honestâif theyâre not an ideal customer for you, tell them straight out that this isnât going to work, and they wonât see the results theyâre expecting. That way, only high-quality leads move forward, and you protect your business from bad-fit customers.
At this point, you know exactly what your potential customer needs, the price point theyâre working with, and how your offering fits in.
Whatâs left? Your sales pitch.
Lay it all out in a simple proposal. Hit each need, and prove how youâll solve it. Clearly explain the value theyâll see if they buy from you. Here are two keys you need to write a proposal that sells.
A sales pitch is like a storyâyour prospect is the main character, and your product is just a side note that contributes to the finale: getting the results theyâre looking for.
In practical terms, this means selling the outcome before discussing the mechanics of how you provide that outcome. Lazy salespeople list product featuresâsuccessful salespeople talk about how that functionality will affect the prospectâs life and business.
For example, letâs say you sell marketing services, and your prospect is a company that desperately needs new customers. Start by talking about the benefits (a full pipeline or a percentage of increase in high-quality leads) rather than features (fully managed paid ad campaigns or local SEO).Â
When potential customers see that you have customers who are similar to them, or who found a solution to the same problems theyâre facing, youâll have a much more powerful sales pitch.
The highest quality social proof is referrals. Find customers who bought your solution and enjoyed the benefits so much that theyâre willing to talk to strangers about it. From my experience, this sells.
The second best form of social proof is to use case studies and testimonials (ideally with impressive results) that outline how youâve solved a similar problem for others.Â
Hereâs an example of how we do this at Close:
In most cases, you wonât close a deal on the first call. You need to take actions that move your leads toward purchasing. This is called lead nurturing and can happen over a period of days, weeks, or even months, depending on your industry and who you sell to.
The goalâkeep moving your prospects continually closer to making a purchase.
According to a study by RAIN sales training, it takes an average of eight touchpoints to close a sale. How many salespeople give up after five, six, or seven touchpoints, after doing 90 percent of the work?Â
Hereâs a simple concept that will set you ahead of most salespeople: follow up until the sale is closed.
No, Iâm not talking about pestering them until they say yes. Just keep following up until you get a clear âYesâ or âNo.âÂ
When I was first starting in sales, the previous salespeople hadnât done a great job of following up with old leads. This ended up being a gold mine for me. I was able to comb through all of the inactive deals and just by following up with them, I made some huge sales.
Ready to do the same? Here are some of the actions you might take:
Email is a quick and easy way to stay in contact with an active lead. However, I have a rule for every email I send: it canât just say âchecking in.â You need to provide value with each email touchpoint. Find a reason to be emailing other than, âHey, I was wondering if you still want to buy my thing?.âÂ
Instead, make sure each follow-up email provides valueâan interesting article or infographic, a thoughtful question about the sales process, or asking if they have any questions about something you recently told them.Â
If you work with a high volume of leads, you can create automated sales workflows using a CRM system like Close. Instead of manually typing out a bunch of emails, you can enroll leads in a series of pre-written emails that ideally provide some value. This can save time but is less personal than a one-to-one email thatâs highly relevant to your ongoing conversation.Â
My sales manager would give me a quota for a certain amount of phone calls I had to make each day. I hated it at the time, but I see the value in it now. Although we arenât conditioned to speak on the phone as much in the digital era, phone calls are a more personal touchpoint.Â
Chances are they wonât pick up, so leave a thoughtful voice message. You should have a talking point ready to go before you pick up the phone, just as if you were sending an email, then use that to either start a conversation or leave a message. Donât call too often because itâs more intrusive, but also donât be afraid to pick up the phone. Itâs a fine balance.
If youâve been going back and forth on email for a while, suggest either a phone call or a video call via Zoom or Google Meet. Youâll get a lot more effective communication done on a call than you will in an email.Â
Want to combine these methods? Hereâs how that sequence might look:
Follow-ups on social media work especially well for direct-to-consumer sales like real estate, accounting, or coaching services. If you didnât meet your lead through social media, you can add them after your first call. Then, you can like and comment on some of their posts (where appropriate, donât overdo this) and follow up in the messaging app. Lots of folks these days are more likely to respond on Instagram than they are to an email or phone call.Â
For business-to-business sales, making a LinkedIn connection can also help add some trust and transparency, and offers another venue to follow up if you donât hear back via email or phone.Â
Another way to get in touch with your consumers on a deeper level is to embed a Google review widget. Embedding a Google review widget on your website is a great way to engage with your leads and customers. When you showcase Google reviews on your website, it shows visitors and customers that their opinions matter to you. This can foster a sense of belonging and trust in your brand, ultimately promoting brand loyalty and honesty.
Instead of calling and leaving a voicemail, you can add a personal touch and increase your chance of getting a response by sending a video message.Â
You can use a service like Loom to not only record yourself but also your screen. Add value by showing some interesting data, a new real estate listing, or demonstrating how to do something related to your business.Â
The best part? Youâll stand out immediately because not enough people do this.
Keep your videos short unless you have a good reason to make them longer (like if they asked for a recorded product demo).
Managing objections isnât just about giving a quick rebuttalâfirst off, you need to listen to it, acknowledge it, and ask questions to dig deeper. Before you respond, make sure you understand the objection and where itâs coming from.
Part of your ability to respond to objections comes from being an expert, like we discussed before. The same basic objections will repeat themselvesâso, prepare to face them in advance.
Most objections have to do with one of these five things:
When you prepare responses to these basic problems, youâll be ready to handle a wide variety of objections from potential customers.
For example, if someone says âA similar product is cheaper,â you can acknowledge that by saying, âYes Iâm aware. Thatâs because they donât provide [X]. Does [X] matter to you?â If theyâre talking to you, chances are it does. Listen to the response they give and use that to start a conversation about how valuable it is to provide [X].Â
Over time, youâll get really good at handling most of the objections you get since youâll hear them over and over. However, itâs worth it to study our objection handling guide to become an expert. Itâs a skill that can make you a lot more money in sales.
Following up with hundreds, or maybe even thousands, of leads would be a nightmare without a CRM, yet some small businesses still try to make it work with Post-it notes and Excel. Having a centralized tool to track lead info, automatically record notes from calls and emails, and keep track of all your follow-up tasks is a dream in comparison.Â
With a good CRM, youâll never forget to follow up and let a potential deal slip by. Close makes following up easyâautomate the repetitive stuff so you can focus on giving your 100 percent where it really counts.
Youâve got the basics down. Ready to dig deeper? Here are some of our top resources to improve your sales skills and close more deals: