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Dear Bennie: Advice Column (11/07)

Posted on date Ray Simon Posted on date Oct 29th, 2007 Posted in category Dear Bennie

(This is the first of a series of monthly advice columns.)

I love getting referrals, but I hate making cold calls. So Bennie, what advice can you give me so I can become a confident cold caller?
- Sleepless in San Francisco

Dear Sleepless: I do cold calling almost every day. Not because it’s fun, but because it leads to business. These three things keep me going through this task.

1. Script. Having a strong script is essential. I use one that is direct. In my first sentence I say who I am and why I’m calling. I also ask, “Do you have a moment for this call?” If what I said in my opening line is appealing to the prospect, they make the time to hear me out or they will let me know a better time to call. If they don’t have time, then move on to the next call.

2. Metrics. At the end of every day, I print a report that tells me how many calls I made, how many times I actually spoke with someone, how many voice-mails I left (Yes, I have a voice-mail script), and how many follow-up e-mails I sent (Yes, I have an e-mail script.) This allows me to measure my performance and stay focused. Metrics also let me know how many times I called a single prospect and if they have ever returned my call or e-mail. If I call on three different occasions with no sign of life, they get pulled from my list.

3. Referrals. Cold calling is a good way for me to generate referrals for BNI. For example a prospect may say, “I am interested in your service, but I can’t deal with that right now because our office is moving and things are crazy.” That’s when I know I may have a good referral to the move coordinator in our BNI Chapter, Rachel Walls. I find out when they are moving, who is in charge, and set up an introduction so that they know Rachel will be calling. It also gives me a reason to follow up and ask “How did the move go? Isn’t Rachel great? Hey, I bet you’re ready to talk about my services now that you’re settled in.”

Bottom Line: Cold calling isn’t so bad when you have a good script. I keep myself going and make sure I’m not wasting my time by keeping metrics, and even if I don’t close a deal, I may create a referral for someone else, which comes back to me in “Giver’s Gain.”

(This month’s “Dear Bennie” contributor was Ray Simon of www.JustTalkNow.).

Ray Simon npoOrbit, a crmOrbit division, is a consulting practice dedicated to serving the non profit sector. We are a Salesforce.com Foundation* implementation partner focused and committed to only one goal: helping non profits maximize the user licenses donation from Salesforce.com Foundation. We are helping civic sector organizations work more effectively in using Salesforce technology to significantly improve their operations and communication with their constituencies.
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