{"id":3501,"date":"2025-09-18T20:00:00","date_gmt":"2025-09-18T20:00:00","guid":{"rendered":"http:\/\/www.coclea.org\/?p=3501"},"modified":"2025-09-24T15:49:42","modified_gmt":"2025-09-24T15:49:42","slug":"sales-prospecting-43-skills-tips-techniques-templates-tools-to-succeed","status":"publish","type":"post","link":"http:\/\/www.coclea.org\/index.php\/2025\/09\/18\/sales-prospecting-43-skills-tips-techniques-templates-tools-to-succeed\/","title":{"rendered":"Sales Prospecting: 43 skills, tips, techniques, templates, & tools to succeed"},"content":{"rendered":"
Let\u2019s get one thing straight: Prospecting isn\u2019t the glamorous part of sales. It\u2019s not where you close deals, earn high-fives, or ring the gong. But if you skip it or do it half-heartedly, none of those other moments happen.<\/p>\n
I\u2019ve done over 11,000 cold calls and booked hundreds of meetings. I\u2019ve helped founders land their first five clients and enterprise reps break into global accounts. And across every industry, one truth holds up: Consistent prospecting is the lifeblood of the pipeline.<\/p>\n This guide isn\u2019t theoretical. It\u2019s a battle-tested playbook full of what actually works, from sharpening your targeting to choosing the right tools, crafting emails that get replies, and building daily prospecting habits that drive results. Whether you\u2019re a solo founder or a tenured AE, if you want to prospect like a pro, this is for you.<\/p>\n Let\u2019s dig in.<\/p>\n Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n Prospecting is the process of initiating and developing new business by searching for potential customers, clients, or buyers for your products or services.<\/p>\n Prospecting is the front line of every great sales engine. It\u2019s the work we do before the deal, when there\u2019s no pipeline, no momentum, and no reply yet. It\u2019s the process of identifying the right people, starting the right conversations, and opening doors that lead to revenue.<\/p>\n But here\u2019s what I\u2019ve learned after years of outbound: Effective prospecting isn\u2019t about spray-and-pray lists or robotic outreach. It\u2019s about relevance. You\u2019re not just looking for anyone with a title; you\u2019re looking for real people with real problems you can solve. And that means combining strategy, tools, and a lot of discipline to consistently surface high-fit leads and spark meaningful engagement.<\/p>\n Done right, prospecting doesn\u2019t feel like an interruption. It feels like insight delivered at the right moment.<\/p>\n <\/a> <\/p>\n Because no matter how great your product is, it won\u2019t sell itself \u2014 not in this market. Prospecting is the proactive engine behind revenue. It\u2019s how you stop waiting for leads and start creating opportunities.<\/p>\n When I\u2019ve skipped prospecting, I felt it in the pipeline two weeks later: fewer calls, fewer closes. But when I stay consistent, I don\u2019t just fill the funnel \u2014 I fill it with people actually likely to buy. According to RAIN Group<\/a>, top performers who prospect consistently generate 2.7x more meetings than their peers. That\u2019s not luck, that\u2019s intent paired with execution.<\/p>\n Prospecting also gives you a strategic edge: You\u2019re not just reacting to inbound interest. You\u2019re setting the tone, identifying fit, and creating value before your competitors even get a chance.<\/p>\n Let\u2019s clear up one of the most common misunderstandings in sales prospecting: the difference between a lead and a prospect. I\u2019ve seen even experienced reps confuse the two, and it matters more than most people think.<\/p>\n A lead is anyone who\u2019s shown some kind of interest<\/strong>. Maybe they downloaded a whitepaper, visited your pricing page, or signed up for a webinar. But at this stage, they\u2019re still a question mark. You don\u2019t know if they\u2019re the right fit, or even seriously considering a purchase.<\/p>\n A prospect, on the other hand, is a lead that\u2019s been qualified<\/strong>. That means you\u2019ve done your homework: checked the company size, role relevance, industry alignment, or maybe even identified a problem your product could solve. You\u2019re not just guessing anymore. You\u2019re reaching out with intent.<\/p>\n Here\u2019s how I think about it: A lead is a name. A prospect is a possibility.<\/p>\n Let\u2019s say you sell workflow automation software for mid-sized logistics companies. A high school student downloading your ebook on time management? That\u2019s a lead. But the operations director at a 500-person logistics firm who opened three of your emails and visited your product tour page? That\u2019s a prospect worth your time.<\/p>\n Understanding this difference is what separates spray-and-pray sellers from consistent closers. Your prospecting time should focus on the latter. That\u2019s how you build a reliable, scalable pipeline without burning out.<\/p>\n <\/a> <\/p>\n Prospecting isn\u2019t about blasting messages or chasing anyone with a pulse. It\u2019s about being intentional. Before I ever reach out, I ask myself: Is this person the right fit? Do I have a reason to contact them beyond just hitting a quota?<\/em> I don\u2019t rely on templates or mass-blast tactics \u2014 I personalize every message based on real signals, such as a hiring spree, funding news, product launches, or even something they posted online.<\/p>\n I\u2019ve learned that the strongest responses come from outreach that feels like a conversation already in motion, not a pitch out of nowhere. That means showing I\u2019ve done my homework, being brief, and making the value obvious in the first few lines. And once I send that first message, I don\u2019t stop there. I revisit what worked, iterate, and optimize constantly.<\/p>\n Effective prospecting is less about hustle, more about precision. It\u2019s the art of relevance: reaching the right people, at the right time, with the right message.<\/p>\n I\u2019ve never believed in blind outreach. If you\u2019re guessing, you\u2019re losing. Real prospecting<\/a> starts with context, not a pitch. Before I ever hit send or pick up the phone, I immerse myself in the prospect\u2019s world. What do they sell? Who do they serve? What\u2019s changed recently? What\u2019s broken? These are the questions that drive everything I do.<\/p>\n I treat the research phase like reconnaissance before a mission. I\u2019m scanning LinkedIn for role changes or hiring sprees that signal growth. I\u2019m checking the company\u2019s blog or newsroom to understand what\u2019s top of mind for their leadership. I\u2019ll even look at Glassdoor reviews if I\u2019m trying to get a read on internal culture or operational friction. And if I see they\u2019ve just raised funding or adopted new tech, that\u2019s a signal, not just of opportunity, but of timing.<\/p>\n But here\u2019s the trick most reps miss: I\u2019m not just collecting data, I\u2019m connecting dots. I\u2019m looking for alignment between their strategic priorities and the problems I know how to solve. If I can\u2019t find that overlap, I don\u2019t reach out. Because when you reach out without relevance, you erode trust before you even get a reply.<\/p>\n Prospecting is not about volume. It\u2019s about precision. And that precision starts here, with the discipline of researching like someone whose time actually matters. Because it does. And when you treat your prospect\u2019s time with that level of respect, you earn the right to have a real conversation.<\/p>\n Not all prospects deserve the same amount of your energy. I learned that the hard way early in my career, spending hours chasing logos I thought were impressive but had no urgency, budget, or pain. Just because someone looks like your ideal customer on paper doesn\u2019t mean they\u2019re ready to buy \u2014 or even willing to talk. So I stopped treating every lead equally and started qualifying like my calendar depended on it.<\/p>\n Prioritization isn\u2019t about guesswork; it\u2019s about pattern recognition. I look for signals that indicate buying intent: recent funding, job postings in key departments, LinkedIn activity from decision-makers, or a tech stack change that aligns with our solution. I tag these prospects as \u201cactive,\u201d and they go to the top of my list. If a company fits our ICP but shows no movement, I keep them warm in a nurture sequence but don\u2019t spend time crafting custom messaging just yet.<\/p>\n Let\u2019s face it, not every lead deserves the same amount of attention. When your pipeline fills up, your time becomes your most valuable asset. That\u2019s why having a prospect scoring system isn\u2019t just \u201cnice to have\u201d \u2014 it\u2019s your filter for clarity, speed, and revenue.<\/p>\n I\u2019ve built and rebuilt lead scoring models for years, across startups and enterprise teams, and the same truth always surfaces: Activity without prioritization leads to burnout. You end up chasing shadows while the real opportunities slip through the cracks.<\/p>\n So, here\u2019s how I approach scoring potential prospects<\/a>, not in theory, but in the trenches.<\/p>\n Start by asking: What matters most to this campaign or cycle?<\/em> Some teams prioritize company size or budget, while others focus on timing signals or buying behavior. For example, if I\u2019m selling a complex SaaS platform, I\u2019ll give more weight to \u201ctech stack compatibility\u201d and \u201cteam size.\u201d But if it\u2019s a limited-time launch, I\u2019ll shift weight toward \u201cintent\u201d and \u201curgency.\u201d<\/p>\n I typically use three buckets:<\/p>\n Each gets a percentage weight. One campaign might look like: 50% Fit, 30% Intent, 20% Timing. Another might flip that.<\/p>\n Next, I rate each prospect manually or with automation. If a prospect perfectly fits our ICP, I\u2019ll score them 90+ on Fit. If they\u2019ve opened three emails and clicked a case study, they might score 70 on Intent. If they\u2019re hiring for a role related to our product, that\u2019s a hot timing signal, maybe an 80.<\/p>\n Then I multiply those scores by the weight of each category.<\/p>\n Example:<\/p>\n Total Score: 82\/100<\/strong><\/p>\n Anyone scoring above 75 becomes a priority. That\u2019s my \u201cA-list.\u201d I focus most of my outbound energy there, crafting personalized messages, using multichannel outreach, and looping in sales engineers or content assets if needed.<\/p>\n Here\u2019s the part most people miss: Scoring isn\u2019t just about who to call first, it\u2019s about how you engage.<\/p>\n If a prospect has high intent but low fit, maybe they\u2019re a partner, not a customer. If someone has a great fit but no urgency, I\u2019ll drop them into a nurture track. If they\u2019re red-hot across all three signals, I\u2019ll move fast, even looping in leadership if necessary.<\/p>\n Scoring gives me a map. Not just a list of names but a game plan.<\/p>\n You don\u2019t need to run this on spreadsheets forever. Tools like HubSpot, Apollo, or even basic CRM logic can handle scoring models with custom fields and workflows. But always layer it with human judgment.<\/p>\n Some of my best clients had \u201clow\u201d scores at first, but a quick LinkedIn post or referral turned them into six-figure deals. So treat the score as a compass, not a cage.<\/p>\n There\u2019s a reason spray-and-pray messaging doesn\u2019t work: It treats humans like inboxes, not people. When I build a pitch, I don\u2019t start with my product. I start with the person. Who are they? What keeps them up at night? Where do they sit in the org, and what do they stand to gain or lose?<\/p>\n I\u2019ve learned the hard way that if your message feels like a template, it becomes<\/em> a template. Ignored. Deleted. Forgotten.<\/p>\n So before I craft a pitch, I spend time earning the right to reach out. Here\u2019s how I do it in practice.<\/p>\n First, I research beyond the basics. Yes, I look at LinkedIn, but I also check recent press, funding announcements, product launches, or hiring trends. If their team just rolled out a new integration, I\u2019ll frame my message around accelerating adoption. If they\u2019re scaling rapidly, I\u2019ll speak to operational leverage.<\/p>\n Second, I map their role to their likely KPIs. For a VP of sales, I might mention pipeline velocity. For a head of ops, I might talk about time-to-productivity. Every pitch connects my solution to their<\/em> scoreboard.<\/p>\n Third, I look for personal signals: podcast interviews, shared connections, even past companies. One time, a CRO replied because I referenced a podcast he did four years ago. \u201cNobody\u2019s ever mentioned that one,\u201d he said. \u201cLet\u2019s talk.\u201d<\/p>\n Finally, I anchor the pitch in a trigger<\/em>. Maybe they downloaded a resource, or maybe a competitor just launched a new feature. These moments turn cold outreach into warm timing.<\/p>\n The structure I use is simple:<\/p>\n Because when you respect someone\u2019s time and speak directly to their world, the pitch doesn\u2019t feel like a pitch. It feels like a partnership waiting to happen. That\u2019s how modern prospecting wins.<\/p>\n The first touch is where most reps go wrong, not because they\u2019re bad at sales, but because they jump the gun. I\u2019ve seen great products ignored simply because the outreach felt like a pitch, not a conversation. In a world flooded with templates and automation, what cuts through isn\u2019t persuasion. It\u2019s presence.<\/p>\n When I reach out for the first time, my only goal is to start a conversation that makes sense for them. Not for my quota or my calendar. For them.<\/p>\n Here\u2019s what I\u2019ve learned after thousands of cold calls and cold emails:<\/p>\n Prospecting done right doesn\u2019t feel like selling. It feels like solving. And the best first touches don\u2019t sound like outreach. They sound like someone who actually gives a damn.<\/p>\n Prospecting isn\u2019t a script. It\u2019s a system in motion, and if you\u2019re not reviewing it, you\u2019re just guessing. My 10,000+ cold calls and hundreds of outbound campaigns have taught me that the reps who win consistently aren\u2019t the ones with the most charm. They\u2019re the ones who debrief the playbook<\/em> after every play.<\/p>\n That means I don\u2019t just hit send and move on. I stop and ask: What worked here? What didn\u2019t? Did the subject line get opens? Did the CTA create friction? Was the timing off? Did I ask a question that sparked curiosity or one that got ignored?<\/p>\n Every touchpoint gives you data, whether that\u2019s in your CRM, your email tool, or your gut. Use it.<\/p>\n What I do weekly is review my activity like an analyst. I look at response rates, yes, but I also read replies like a buyer. Where did I sound robotic? Where was I too vague? Where did I actually resonate<\/em>?<\/p>\n Improving prospecting<\/a> isn\u2019t about changing everything. It\u2019s about testing one thing at a time: a tighter hook, a new follow-up angle, a different opening line. Then, let the results guide you.<\/p>\n Because the truth is, you won\u2019t know what works until you\u2019ve done enough of what doesn\u2019t and paid close enough attention to notice the difference.<\/p>\n <\/a> <\/p>\n Daryll Dorman<\/a>, sales manager at AllMax Software<\/a>, says, \u201cTo be effective prospectors, sales reps need to understand what their target account looks like. You can analyze your current customer base to figure out the best size using filters from HubSpot.<\/p>\n \u201cFrom there, you should use tools like LinkedIn to gather the different stakeholders you\u2019ll need to work with. Tailor your conversation to the role you are targeting and be consistent. You will achieve success before you know it!\u201d<\/p>\n Kristy Galea<\/a>, director of sales at Cadence SEO<\/a>, says, \u201cOne skill sales reps need to develop is effective listening \u2014 I see so many reps prepare decks to pitch, but if they are not listening to the pain points of the prospect first, then the fully-prepared deck has zero value.<\/p>\n \u201cEffective listening, understanding, and building value around what the buyer is communicating is essential in building the relationship and winning the business in a positive way.\u201d<\/p>\n Mike Sadowski<\/a>, founder and CEO of Brand24<\/a>, says, \u201cFor me, the most important one is product knowledge. You\u2019ve got to know your stuff inside and out. It\u2019s not just rattling off features, but understanding how you solve real problems for customers. When you reach out, you need to quickly explain how you\u2019ll add value to their business.\u201d<\/p>\n Sadowski also says, \u201cTime management is also key. Prospecting is a numbers game, and you\u2019ve got to juggle multiple leads at different stages. It\u2019s about finding that balance between quantity and quality. You can\u2019t spend all day on one lead, but you also can\u2019t just blast generic messages to thousands.\u201d<\/p>\n Dennis Sanders<\/a>, founder of Burning Daily<\/a>, says, \u201cI still believe that integrity, as a virtue, is your most potent weapon. It is a bedrock upon which lasting client relationships are built and the cornerstone of sustainable success for you in your sales career.<\/p>\n \u201cAny amateur sales rep can chase quick wins through half-truths and exaggerations, but those who are honest about their product or services can create long-term partnerships of trust with their prospects.<\/p>\n \u201cOne should view honesty not as a constraint but as a liberating force. When you\u2019re transparent, you\u2019re not just selling a product; you\u2019re selling trust. And trust in business is the most valuable currency. Your word is your bond. Break it, and you\u2019re not just losing a deal \u2014 you\u2019re poisoning the well of future opportunities.\u201d<\/p>\n Raviraj Hegde<\/a>, SVP of Growth & Sales at Donorbox<\/a>, says, \u201cEmpathy is critical. Understanding a prospect\u2019s pain points and seeing the world through their eyes helps build trust. When I coach sales teams, I emphasize the importance of active listening. By truly hearing what the prospect is saying \u2014 and sometimes what they\u2019re not saying \u2014 a rep can tailor their approach, making the conversation feel more like a collaboration than a pitch.\u201d<\/p>\n Michael Nemeroff<\/a>, CEO and co-founder of Rush Order Tees<\/a>, says, \u201cUnyielding perseverance is a must. If they haven\u2019t asked you to stop calling yet, you haven\u2019t called them enough. Prospecting is by far the hardest part of the job because you hear \u2018no\u2019 all day long. You can\u2019t let those responses slow you or emotionally deplete you.<\/p>\n \u201cThe very best in the business have a solid routine to help them control the negative influences in their lives. They might read, listen to podcasts, or find other ways to manage their stress and recharge their batteries so they can come back fresh each time after rejection.\u201d<\/p>\n Cesar Cobo<\/a>, director of operations at Webris<\/a>, says, \u201cSuccessful sales reps excel at learning from feedback. Actively seeking out feedback from different sources, such as prospects, peers, or managers, can be a game-changer.<\/p>\n \u201cImagine a scenario where a sales rep receives constructive criticism from a prospect about their pitch. Instead of taking it personally, they use that feedback to tweak their approach, making future pitches more compelling and tailored.<\/p>\n \u201cThis openness to external insights allows them to refine their methods continuously, leading to improved engagement and conversion rates. Feedback isn\u2019t just about identifying mistakes \u2014 it\u2019s also about recognizing strengths. When managers or colleagues provide positive feedback, it reinforces what\u2019s working well, enabling reps to double down on those strategies.<\/p>\n \u201cFor example, if a manager praises a sales rep for their excellent follow-up technique, the rep can make that a standard part of their approach. The constant loop of learning and adjusting makes a well-rounded, effective prospector who can navigate diverse sales scenarios with agility and confidence.\u201d<\/p>\n <\/a> <\/p>\n Prospecting isn\u2019t about grinding through a list. It\u2019s about learning how to see what others miss. Over the years, I\u2019ve found that what separates average reps from consistent top performers isn\u2019t just effort: it\u2019s strategy. The tips below aren\u2019t theoretical. They\u2019re battle-tested habits I\u2019ve used (and taught) to get more replies, book more meetings, and keep momentum in even the toughest markets.<\/p>\n Let\u2019s break them down.<\/p>\n When I\u2019m building a prospecting list, I treat a company\u2019s careers page like a gold mine. Why? Because hiring tells you exactly where the business is investing. It\u2019s one of the fastest ways to map their priorities, before they tell you in a call.<\/p>\n Let\u2019s say I\u2019m selling a sales enablement platform. If I see five open roles for RevOps, SDRs, and enablement managers, I already know they\u2019re scaling. That\u2019s a cue to tailor my message toward productivity gains and faster ramp times, not just features. On the flip side, if a startup is hiring for compliance or legal, I might shift the narrative toward risk mitigation and audit readiness, even if the product angle stays the same.<\/p>\n The job page gives you something most reps miss: context. It tells you what they care about now, not just what\u2019s on their LinkedIn or funding round.<\/p>\n And if you\u2019re selling into public companies, don\u2019t skip their 10-K report. I\u2019ve used it to spot risk factors, budget concerns, or expansion strategies that helped me close the gap between \u201cnice-to-have\u201d and \u201cneed-to-act-now.\u201d<\/p>\n The takeaway? Prospecting isn\u2019t just outreach. It\u2019s research that leads to resonance.<\/p>\n When it comes to prospecting, I\u2019ve seen too many reps fall into the same trap: chasing anyone who replies. But activity isn\u2019t progress if it\u2019s pointed at the wrong target. That\u2019s where qualification frameworks like GPCTBA\/C&I<\/a> come in, not just to filter leads, but to uncover fit, urgency, and alignment before you burn cycles.<\/p>\n Here\u2019s how I approach it in practice:<\/p>\n I\u2019ve used this structure in thousands of discovery calls, not as a checklist, but as a compass. When you truly qualify with GPCTBA\/C&I, you stop guessing who your buyer is. You know<\/em>. And that makes every next step \u2014 demo, proposal, close \u2014 land sharper and faster.<\/p>\n Not all prospects deserve the same energy. One of the most impactful shifts I made in my early sales career was learning to rank intent against fit<\/em>. A prospect clicking your email twice doesn\u2019t mean they\u2019re close to buying, just curious. That\u2019s why I build my prospecting system around three tiers: high, medium, and low fit. It helps me move fast without wasting firepower<\/em> on leads that were never serious.<\/p>\n Here\u2019s how I break it down:<\/p>\n This kind of rating system isn\u2019t about labeling people; it\u2019s about preserving your focus. In prospecting, effort isn\u2019t the metric. Effectiveness<\/em> is. So spend more time where fit meets urgency, and let the rest follow your process, not your emotions.<\/p>\n Too often I see reps sending templated emails to prospects who literally just wrote a blog post that could have been the perfect conversation starter. If your prospects are publishing content, and especially if they\u2019re in marketing, product, or leadership, you have a golden window into how they think, what they care about, and where their pain is surfacing.<\/p>\n When I\u2019m preparing for outreach, I subscribe to their blog or company newsroom, but I don\u2019t just let unread articles pile up. I batch time every Friday to scan for updates from my top-tier accounts. If something jumps out, like a product launch, a big hiring push, or an insight-rich post from a VP, I take note.<\/p>\n But here\u2019s the trick: I don\u2019t quote the blog back at them like I\u2019m doing homework. I use it as context<\/em> to show I\u2019ve done my due diligence and to ask a smarter question. Something like, \u201cI saw your team\u2019s rolling out new integrations, how are you planning to handle X?\u201d It turns cold outreach into warm relevance.<\/p>\n You don\u2019t need to read 50 posts. You just need one good sentence that proves you care enough to learn before you sell. That\u2019s what separates reps who get ignored from the ones who start real conversations.<\/p>\n I don\u2019t follow my prospects on X just to see what they had for lunch. I follow them to read between the lines. Because the moment a VP starts sharing company news, team wins, product launches, or hiring plans, that\u2019s not just content, it\u2019s a signal.<\/p>\n Instead of relying on alerts or trying to dig through a busy timeline, I build private X Lists. One for high-priority targets, one for long-term nurtures, and one for partner influencers. That way, I\u2019ve got curated micro-feeds that help me track real-time context without falling down the doomscroll rabbit hole. Alternatively, you could use a social media management tool<\/a>.<\/p>\n Some of my best cold emails didn\u2019t start with \u201cI\u2019d love to connect.\u201d They started with: \u201cI saw your team just hired five new reps. I\u2019m curious if ramp time is top of mind right now.\u201d Because when your outreach ties directly into what your prospects are already thinking about<\/em>, you\u2019re not interrupting, you\u2019re aligning.<\/p>\n You don\u2019t need to comment on every post or try to be cute in the replies. Just observe, listen, and let those signals inform your next move. In a noisy sales world, relevance is your edge, and X gives you a live feed of what matters most to your buyers. Use it.<\/p>\n Prospecting isn\u2019t hard because it\u2019s complicated; it\u2019s hard because it requires focus<\/em>. And in a world of Slack pings, open tabs, and endless scroll, context-switching is your real enemy. That\u2019s why I batch all my prospecting into deep-focus sprints.<\/p>\n Here\u2019s how I do it. I block out 90-minute windows \u2014 just me, my lead list, and zero distractions. No inbox. No calls. Just outbound. I warm up with research, knock out first-touch emails, log the CRM<\/a>, and send quick LinkedIn DMs all in one burst. Then I stand up, stretch, and walk away. That reset matters more than people think.<\/p>\n By batching prospecting sessions, I eliminate friction, build momentum, and get into a flow state. And honestly? It makes the process less intimidating. Instead of chasing \u201cinbox zero,\u201d I chase quality touches in focused blocks. That rhythm (repetition, pause, repeat) is how I\u2019ve consistently filled the pipeline, quarter after quarter. It\u2019s not just about the reps. It\u2019s about how you structure them.<\/p>\n In my experience, the best prospecting strategies don\u2019t favor email or phone; they integrate both like tools in a well-balanced kit. Some reps get overly comfortable behind their keyboard. Others over-rely on cold calls and burn out fast. But if you want consistent results, you need to blend both based on timing, context, and buyer behavior.<\/p>\n I use email for scale and structure: initial touches, value-driven resources, and follow-ups. It helps me document everything, build a paper trail, and reach buyers who live in their inboxes. But the moment I sense hesitation, or if I\u2019ve sent two emails without traction, I pick up the phone. Not to pitch, but to connect. Voice adds tone, urgency, and human nuance that email can\u2019t match.<\/p>\n Here\u2019s what\u2019s worked for me: I lead with a short, personalized email. Then I follow up with a call referencing that message, something as simple as, \u201cJust wanted to make sure you saw my note.\u201d That one-two punch boosts reply rates and opens doors that a single channel wouldn\u2019t.<\/p>\n To decide which channel to use (and when), I keep this mental cheat sheet in mind.<\/p>\n<\/a><\/p>\n
\n
What is prospecting?<\/h2>\n
Why is sales prospecting important?<\/h2>\n
Lead vs. Prospect<\/strong><\/h3>\n
How to Prospect Effectively<\/h2>\n
1. Research your prospect and their business to gauge whether you can provide value.<\/strong><\/h3>\n
2. Prioritize your prospects based on their likelihood of becoming customers.<\/strong><\/h3>\n
Scoring Potential Prospects<\/strong><\/h4>\n
Assign weight based on your current GTM priorities.<\/strong><\/h5>\n
\n
Score prospects on a 0\u2013100 scale per signal.<\/strong><\/h5>\n
\n
Don\u2019t just rank \u2014 rethink your motion based on the score.<\/strong><\/h5>\n
Automate without losing the human touch.<\/strong><\/h5>\n
3. Prepare a personalized pitch for each prospect.<\/strong><\/h3>\n
\n
4. Craft the perfect first touch \u2014 and ensure you\u2019re helping, not selling.<\/strong><\/h3>\n
\n
5. Iterate on your prospecting process to understand what you can improve.<\/strong><\/h3>\n
Sales Prospecting Skills<\/h2>\n
1. The Ability to Identify Target Accounts<\/strong><\/h3>\n
2. Effective Listening Skills<\/strong><\/h3>\n
3. Product Knowledge<\/strong><\/h3>\n
4. Time Management<\/strong><\/h3>\n
5. Integrity<\/strong><\/h3>\n
6. Empathy<\/strong><\/h3>\n
7. Perseverance<\/strong><\/h3>\n
8. Learning From Feedback<\/strong><\/h3>\n
Sales Prospecting Tips<\/h2>\n
1. Look at your prospects\u2019 career pages.<\/strong><\/h3>\n
2. Use the GPCTBA\/C&I sales qualification framework.<\/strong><\/h3>\n
\n
<\/p>\n
3. Classify prospects with ratings.<\/strong><\/h3>\n
\n
4. Subscribe to your prospects\u2019 blogs.<\/strong><\/h3>\n
5. Keep track of your prospects on X (formerly Twitter).<\/strong><\/h3>\n
6. Batch prospecting sessions.<\/strong><\/h3>\n
7. Use a healthy mix of email and phone communication.<\/strong><\/h3>\n
Email Communication: What Works and What Gets Ignored<\/strong><\/h4>\n