Module 10: The Sales Approach

Study Reminders
Text Version

First Impressions

Set your study reminders

We will email you at these times to remind you to study.
  • Monday




























First Impressions

The Six Cs of Sales
While prospecting and the preapproach are entirely under your control, the approach is the first part of the sales process where you actually come in contact with your prospect and this can be a little nerve wracking.

If you’ve researched your prospect, and if you go into the sales call prepared, you can have confidence that you will be able to adapt your sales approach to your individual customer. Keep in mind that you aren’t selling a product during your approach; you are actually introducing yourself and opening up the way for the opportunity to make your sales presentation later.

Keep these things in mind before and during your sales approach. These six points will help you anticipate your customers’ responses, adapt, and execute your approach with success.

The Six Cs of Selling:


If you know your product inside and out, and you’ve set your objectives and prepared a general benefit statement, you will be well equipped going into your call, so have confidence.

Not only will a confident attitude set the tone for the meeting and help you build credibility with your customer, but it will also help you perform your job better. As psychologist William James said, “Attitude at the beginning of a difficult task…more than anything else, will affect its successful outcome.” [1]

Sales coach Jim Meisenheimer suggests giving yourself an affirmation before heading into the meeting. For instance, tell yourself “This will be one of the most positive sales calls I have ever had with a new prospect.” [2] If you believe you will succeed, it is more likely that you will succeed.

For sales calls that happen over the phone, prepare for your call by organizing your workspace first. Clear off your desk and make sure you have everything you will need within easy reach, fact sheets, precall planning worksheet, and anything else that might be helpful during the call. [3] You should also try standing up (because people feel more powerful when they are standing) and smiling while you talk (it will relax you and will help you to use a positive, energized tone of voice). [4]

Building credibility is one of the most important challenges you will face early on in the sales call; you want to convince your customer that you are competent, offer valuable solutions, and are trustworthy. [5]

As sales strategist Thomas A. Freese writes, “Without credibility, sellers won’t even get a chance to take a swing at the ball.” [6] Introduce yourself and your company, briefly explain the purpose of your call (without making your sales presentation). Your customers are busy people, and will appreciate it if you are direct. An up-front manner like this conveys trustworthiness.

Depending on the type of sales situation you are in, you may be approaching your prospect, or they may be approaching you.

In B2B sales, you are generally approaching your prospect, so you have researched them first. While qualifications like a proven track record, satisfied customers, or number of years in sales might help establish your credibility, these qualifications are expected, and listing them isn’t an effective way to lead off your sales call.

Jeff Thull, CEO of Prime Resource Group says exceptional credibility comes when you can demonstrate that you have done your homework.

In other words, it’s not what you know about your company and your product that will impress your customer; it’s what you know about your customer and his situation. [7]

The way you make contact will depend on the specific selling situation. Consider whether you are in a situation in which you will initiate the approach, whether your customers will initiate the approach, or whether your selling will include a mixture of both.

While there’s not one set way to make an approach, the constant is to make every approach personal.

Every situation is different-some approaches may be made at a trade show, while others may be made in an office, or even on the phone-but it’s always a good idea to show appreciation.

“In every conversation, include at least one appreciative remark,” according to Rosalie Maggio, best-selling author of How to Say It and The Art of Talking to Anyone.

Praise the other person’s business acumen, charity work, or even her taste in shoes. As long as the appreciation is brief, sincere, and specific, the feeling will be remembered long after the words are forgotten.” [8]

Maybe you work for a company that specializes in corporate training and personal development services, and your customers include referrals as well as prospects you have identified through research.

Even retail selling can include a mixture of both.

If you are selling cars or fine jewelry, your customer might come into the showroom or store and ask you for help directly, or he might just start looking around, in which case you would approach him.

E-mail is one of the most efficient and least expensive ways to get in touch with a large number of prospects, but e-mail is impersonal and has a low response rate: 2 or 3 percent at best. [9] E-mail can work as an extension of the qualifying process because only the prospects with genuine interest will respond. This makes e-mail a useful approach for smaller, less complicated sales that require the seller to deal with a large number of prospects. [10]

On the other hand, e-mail is not the most effective way to reach your best prospects, especially not in complicated B2B sales, in relationship selling you want your approach to be as personal as possible.

Face-to-face interaction is definitely the most personal approach you can make, but it is also the most difficult. In large B2B sales, since your contacts are decision makers with high levels of responsibility, they are busy people. You wouldn’t just show up at their businesses without an appointment. It is best to call first and ask your contact if you can schedule a time to meet with her in person.

There are always exceptions to the rule. You might have the opportunity to make a face-to-face first contact if you know your B2B prospect will be present at a trade show or industry event you plan to attend.

Whether you approach your prospect in person or over the phone, you want to build good rapport. After all, wouldn’t you rather do business with someone you like? Your customer will too. “Most decision makers base their purchasing decisions on who they are buying from, not what they are buying,” says Ray Silverstein, sales columnist for Entrepreneur online. [11] Rapport building happens at every step of the sales process, but it begins with your first interaction.
For in-person sales approaches, keep in mind the powerful elements of nonverbal communication, such as when people communicate face-to-face, only about 20 to 30 percent of that communication is verbal. [12]

Responding to your prospect’s body language and posture with a similar body language and posture, or mirroring, helps to establish rapport.

You can make an instant positive connection simply by remembering to smile. This is critical: people are naturally wired to smile in response to others’ smiles, so by smiling you will put your prospect at ease and help create a positive atmosphere. [13] In addition, consider that people are more likely to trust and respond favorably to people who are similar to them.[14]

When you communicate over the phone your voice (including your pitch, tone, enunciation, and word choice) is the only tool you have. [15] Sales coach Wendy Weiss suggests recording your voice as you practice your sales approach and listening to how you sound. Listening to your recorded voice will help you hear how you sound to other people. [16]

Speech and language professor Daniel R. Boone adds that “the two most common difficulties in telephone conversations are speaking too loudly or speaking too softly,” so it’s important to pay attention to your volume as well as your tone. [17]

Finally, while you can’t mirror your customer’s body language over the phone, you can subtly reflect his style of speech. If your prospect speaks quickly, try speeding up your speech as well. If the prospect has a drawl, consciously slow your voice down to match his pacing.

Pay attention to the way he speaks and also to his word choice and conversational style and adapt your style to match. [18]

You might be thinking, so now I know how to communicate with my prospect, but I still don’t know what to communicate. The “what” of your sales approach will depend on the selling situation and your precall objectives.

In some cases, like retail for instance, your approach might be immediately followed by a sales presentation, but in other cases, particularly larger B2B sales, the purpose of the first contact is to set up an appointment.

Tailoring your sales approach to the individual customer is one of the keys to relationship selling.

Even in retail situations in which the prospect is approaching you first (so you aren’t able to research her beforehand), you would approach different customers differently. Ultimately, the trick is to get inside your customer’s head. Ask yourself, “What would I care about and want to know if I was this person? What would I respond well to?” Putting yourself in your customer’s shoes will help you earn his trust. [19]

For instance: selling a gym membership to a prospect who walks into your fitness club. If a woman with two young children comes in, you would probably spend time showing her the child care center, and you would discuss any family centered activities your club offered.

If she expressed an interest in aerobics or Pilates, you would show her the class schedule and the fitness rooms where the classes are held. Adaptive selling-especially in situations in which you haven’t been able to prepare-involves observation, listening, and asking directed questions to uncover what your prospect needs and cares about.

John Brennan, president of Interpersonal Development, suggests using intuition to customize your behaviors and the substance of your communications to your customers’ buying style. “If [something in the interaction] does not feel right,” he says, “pay attention.”

Tune in to your customer’s responses. If you get the sense that he wants simplicity, don’t go into too much detail. On the other hand, if he uses detail in his own responses, use a higher level of complexity when you respond back. [20]

Lessons in Selling
Great Selling Skills Never Go Out of Style
In 1946, when the American Tobacco Company’s account was up for grabs, big advertising firms across the country competed to earn its business. Ben Duffy, the president of a small advertising firm in New York City, also decided to take a shot at the account.

Duffy made a phone call and successfully secured an appointment with the president of the tobacco company, but he knew he was just a small firm up against advertising giants. As he thought about what to do, Duffy decided to put himself into his prospect’s shoes. “What questions would I have on my mind if I were the president of American Tobacco?” he asked himself. He made a list of fifty questions then narrowed that list down to ten.

The next day when he met with his prospect, Duffy said, “I thought you would have some questions about me, my company, what’s in the deal for you, and what’s in it for me, so I made a list.” Surprisingly, the president had also made a list of ten questions, and seven of the ten questions on the two men’s lists were the same. By putting himself in his prospect’s shoes, Duffy established quick rapport and walked out of the office that day with a $15 million advertising account. [21]

All sales have a bottom line (you ultimately want to close the sale), but your customer has something he wants out of the transaction, too.

In relationship selling you want to focus on your customer so he gets what he wants; when you do this, your selling becomes a collaborative process. When you practice collaborative selling, both you and your customer get more out of the situation, and you create ideas that would not have been possible for each party working individually.

Consider a recent selling partnership between Pandora, an online streaming radio site, and Whole Foods Market. Doug Sterne, Pandora’s director of sales, approached the natural foods retailer about locally targeted advertising spots in the San Francisco Bay Area. He told Whole Foods that one of Pandora’s goals is keeping advertising to a minimum, but that selling advertising is necessary to Pandora’s continued success. Meanwhile he learned from Whole Foods that one of their goals was “for listeners to see Whole Foods as a place where they could get complete meals.”

By sharing their objectives this way, the two companies were able to build an advertising campaign that included fifteen-second audio spots targeting listeners within a certain distance of various Whole Foods locations. The collaboration resulted in a successful return on investment for both parties. [22]

Dress the Part
When you meet a customer face-to-face, appearance is an important part of the first impression, so make sure to put careful thought into what you wear to your sales call.

A good rule of thumb is to dress a little better than you think your customer will dress.[23] It’s hard to go wrong dressing more professionally than you need to, but you can go wrong by dressing too casually. What you wear is as much of a communication as what you say or how you use body language; so make sure to dress appropriately and professionally.

At the same time, make sure you know something about your customer and his company culture. As sales coach Dave Kahle says, “You should, within the context of the customer’s world, look successful, confident, and competent.” [24]

If you sell agricultural supplies to farmers, or you sell products to maintenance supervisors or people who wear uniforms, for example, dressing too formally will separate you from your customer. However, these cases are the exceptions rather than the rule. When you are selling to managers within a company, dress will be more formal. Find out about the company culture to learn whether dress is business casual or “coat and tie” and dress up a notch.


Remembering the six Cs of the sales approach-confidence, credibility, contact, communication, customization, and collaboration-will help you make a good impression when you contact your prospect for the first time.

Techniques like preparation, research, and dressing the part can help you maintain confidence going into the call.

Establish credibility by communicating to your prospect, both verbally and nonverbally, that you are professional, and trustworthy.

Decide how you will make the initial contact.

Good communication is essential to rapport building in relationship selling; it involves not only knowing what to say but also knowing how to listen.

Customization, tailoring your sales approach to the individual customer, is also key in relationship selling.

A good salesperson works not only to achieve his own objective but also to help his customer achieve her objective. Collaborative selling creates ideas that would not be possible for each party working individually.

Explain how a salesperson would customize her approach to two customers: a busy, high-powered executive and a friendly, conversational small business owner.

You are preparing for a meeting with a manager from a computer gaming company. From your research on company demographics you know that the firm is relatively small and the company characterizes itself as creative, fun, and cutting edge. Based on this information, how would you dress for your sales call?


[1] Brian Johnson’s Philosophers Notes, “Inspirational Quotes: William James,”http://philosophersnotes.com/quotes/by_teacher/William%20James (accessed May 16, 2010).

[2] Jim Meisenheimer, “7 Things to Do to Prepare for Your First Sales Call,” EzineArticles,http://ezinearticles.com/?7-Things-to-Do-to-Prepare-For-Your-First-Sales-Call&id=2409769 (accessed May 16, 2010).

[3] Craig Harrison, “Warming Up to Cold Calls,” Expressions of Excellence, Fall 2001,http://www.expressionsofexcellence.com/ARTICLES/warmcoldcalls.htm (accessed July 30, 2009).

[4] Business Link, “Planning to Sell,” http://www.businesslink.gov.uk/bdotg/action/detail?type=RESOURCES&itemId=1081503204 (accessed July 30, 2009).

[5] Thomas A. Freese, Secrets of Question Based Selling (Naperville, IL: Sourcebooks, Inc., 2003), 113.

[6] Thomas A. Freese, Secrets of Question Based Selling (Naperville, IL: Sourcebooks, Inc., 2003), 116.
[7] Jeff Thull, “How to Establish Sales Credibility: It’s Not the Stories You Tell, It’s the Questions You Ask,” MarketingProfs, February 6, 2007,http://www.marketingprofs.com/7/thull15.asp; Neil Rackham, The Spin Selling Fieldbook(New York: McGraw-Hill, 1996), 40.

[8] Robert Jones, “How to Make a Powerful First Impression,” Entrepreneur, November 17, 2008,http://www.entrepreneur.com/startingabusiness/selfassessment/article198622.html(accessed July 30, 2009).

[9] Joanna L. Krotz, “5 Steps to Hitting Your Direct Mail Targets,” Microsoft Small Business Center, http://www.google.com/search?client=safari&rls=en&q=5+steps+to+hitting+your+direct+mail+targets&ie=UTF-8&oe=UTF-8 (accessed July 30, 2009).

[10] Sean Mize, “What’s the Most Effective First Contact with a Prospect-Email or Phone?” EzineArticles, http://ezinearticles.com/?Whats-The-Most-Effective- First-Contact-With-A-Prospect---Email-Or-Phone?&id=1206246 (accessed July 30, 2009).

[11] Ray Silverstein, “How Do I Build Customer Rapport?” Entrepreneur, July 25, 2007,http://www.entrepreneur.com/management/leadership/leadershipcolumnistraysilverstein/article182144.html (accessed August 1, 2009).

[12] Katherine Toland Frith and Barbara Mueller, Advertising and Societies (New York: Peter Lang Publishing, 2003), 34.

[13] Geoffrey James, “Principles of Building Rapport,” video, March 9, 2009, BNET,http://blogs.bnet.com/salesmachine/?p=1461&tag=content;col1 (accessed August 1, 2009).

[14] Geoffrey James, “How to Build Rapport on the Phone,” BNET, September 18, 2007,http://blogs.bnet.com/salesmachine/?p=128&tag=content;col1 (accessed August 1, 2009).

[15] Geoffrey James, “How to Build Rapport on the Phone,” BNET, September 18, 2007,http://blogs.bnet.com/salesmachine/?p=128&tag=content;col1 (accessed August 1, 2009).
[16] Wendy Weiss, “Your Voice Is Your Instrument,” Sales Information, 2004,http://www.sales.net63.net/1134.php (accessed July 30, 2009).

[17] Daniel R. Boone, “Is Your Voice Selling You on the Phone?” American Salesman, August 1, 1993, AllBusiness, http://www.AllBusiness.com/marketing/direct-marketing-telemarketing/393038-1.html (accessed July 30, 2009).

[18] Geoffrey James, “To Sell More, Listen to Your Voice,” BNET, September 19, 2007,http://blogs.bnet.com/salesmachine/?p=129 (accessed August 1, 2009).

[19] John Brennan, “Adapt Your Style to Win over the Customer,” EvanCarmichael.com,http://www.evancarmichael.com/Sales/395/Adapt-your-style-to-win-over-the-customer.html (accessed August 1, 2009). [20] John Brennan, “The Art of Adaptation,” EvanCarmichael.com,http://www.evancarmichael.com/Sales/395/The-Art-of-Adaptation.html (accessed July 30, 2009).

[21]Seehttp://www.bradskiles.com/yahoo_site_admin/assets/docs/Larry_Wilson.24852250.pdf(accessed May 16, 2010).

[22] Andrew Hampp, “Pandora Set to Expand Thanks to New Royalty Ruling,” Advertising Age, July 13, 2009, http://adage.com/mediaworks/article?article_id=137878 (accessed May 16, 2010).

[23] Dave Kahle, “What Are Your Views on Dress? Does it Matter?” The Kahle Way,http://www.davekahle.com/qa/dress.htm (accessed May 26, 2010).

[24] Dave Kahle “What Are Your Views on Dress? Does it Matter?” The Kahle Way,http://www.davekahle.com/qa/dress.htm (accessed May 16, 2010; emphasis added).