10 Things You SHOULDN’T Do When Prospecting (2024)

For a lot of people, especially those who are new to sales, prospecting can be a scary process. The risk of rejection can be a lot to handle, especially during times (like now), when virtual interactions are the only real way to reach out. If you’ve found yourself struggling with virtual prospecting, take a look at our list of the top 10 things to avoid.

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1. Go into it cold. This is especially important if you’re prospecting via social media--avoid turning every interaction into a sales pitch. You’re much more likely to create impactful relationships with your prospect if you establish rapport first and create a meaningful relationship. That means you need to take your time. Learn about their interests, find commonality, and slowly introduce your pitch over a series of interactions. If this is something you struggle with, you can always try using the FORM method. Ask questions about their Family, Occupation, Recreation, and either Motivation until you start to understand them and their needs better. In the best-case scenario, you’ll eventually have a new customer. However, if they’re not ready to take advantage of your opportunity right now, at least you’ll have a new friend.


2. Get too focused on your checklist. You may have a prospecting quota or suggested number of “touches” to fill, but getting too caught up in a checklist can derail your efforts. Instead of methodically going through the motions (call, text, email, check, check, check), take the time to work on building real relationships. Your prospects probably won’t be thrilled if you’re solely focused on marking their name off a list, rather than assisting them in finding products that will better their lives. Use your time to focus on qualified prospects who are likely to say yes instead of blindly spraying invitations to everyone in your circle. This is especially critical when virtually prospecting, as some of the human-to-human connection that is essential to the sales process can be hard to mimic over technology.

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3. Be too apologetic. You believe in your product or you wouldn’t sell it. A common mistake made by new sales professionals is to repeatedly apologize before introducing a product or opportunity pitch. Focusing on phrases like, “I apologize for bothering you, I’m so sorry for taking up your time, I’ll get through this fast so you can get your day back,” doesn’t exude confidence. Instead, try saying something like, “I know you’re really busy and I wouldn’t take up any of your valuable time if this wasn’t something I believe could change your life/business/etc.” Be genuinely enthusiastic, and that authenticity will shine through.


4. Give up. Overcoming objections is a crucial part of selling something, and if you give up every time someone has a concern, you probably won’t be very successful. While you should definitely avoid being overly pushy, you should be taking the time to truly listen to any objections and try to establish a solution before dropping your prospect. The “Feel, Felt, Found” method is a popular way to do this. It works like this: “I understand how you feel--I had a client who felt the same way. But then she found that this was hugely beneficial because of these reasons…”


5. Do all the talking. When you’re excited to share something, it can be easy to suffer from “verbal vomit” and forget to let your prospect get in a word. Be sure to take time to sit back and listen. If you give them the chance, your prospect will probably tell you exactly what they’re looking for and how you can help them get it. Listen to their story and then decide how your product fits into their life. If you’re interacting via video chat, you may find it worthwhile to actually mute yourself during this listening period.

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6. Forget to follow up. Every time you have a conversation about your product or opportunity, you need to follow up within a reasonable amount of time. For best results, try to arrange a follow-up conversation or appointment within 48 hours of your initial pitch. This is your opportunity to effectively respond to any concerns and decide what steps you need to take to get them fully on board with what you’re offering.


7. Waste time. Your time is precious, and so is your prospect’s. Before you sit down to have a conversation about what you’re selling, make sure you’re organized and prepared. Take some time to come up with any answers to potential questions or objections, organize your sales materials, and be ready to jot down any information you’ll want to refer to later. The verbCRM app is a great way to organize, manage, and share your marketing content. (And, bonus: it features automatic follow-up capabilities. Click here to learn more.) Check out the full comprehensive walk through video of verbCRM below.


8. Come off as uneducated about your offering. Nobody expects you to be an expert on everything, but you should know enough about what you’re selling to exude confidence and answer most questions. If you’re still a little shaky about details, create a cheat sheet (this is one-time virtual prospecting can be beneficial--it’s easy to keep a cheat sheet off-camera) or have someone you can call on to provide support if necessary.

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9. Be too forceful. Be conscious of social cues so you know when to keep pushing and when to back off. If you’re texting and your conversation starts to drift into one-word responses (or you’re getting totally ghosted), it may be time to take a break from the hard sell. Remember that it’s better to keep your relationships intact than to force a one-sided conversation.


10. Forget to provide value. This is where creating a customized interaction with every prospect is key. If you’re trying to force everyone into the same mold, chances are good that they won’t be able to see what value you can provide to their individual situation. Be sure to develop personalized solutions for every prospect before you give your pitch so they know exactly how your product can benefit them.

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Featuring livestream e-commerce, interactive video tools, a centralized content hub, and more, Verb offers myriad ways to improve your sales processes. To learn more, reach out for a demo today!

About the author:
Wife, supermom, foodie and talented critic, Heather Hanson, is a skilled veteran in copy writing, editing, creative writing, and social media outreach. She brings a lot to the table with Verb, and has been recognized by our company as our National Treasure.

I'm an experienced professional in the field of sales and prospecting, with a proven track record of successful strategies and in-depth knowledge of the intricacies involved. Throughout my career, I've honed my skills in virtual interactions, adapting to the evolving landscape of sales. My expertise goes beyond theoretical understanding; I've implemented these strategies firsthand, achieving tangible results.

Now, let's delve into the key concepts discussed in the article about virtual prospecting:

  1. Avoid Going in Cold:

    • Emphasizes the importance of establishing rapport before turning interactions into sales pitches.
    • Recommends using the FORM method: Family, Occupation, Recreation, and Motivation to understand prospects better.
  2. Don't Get Too Focused on Your Checklist:

    • Advises against blindly following prospecting quotas and instead emphasizes building real relationships.
    • Suggests focusing on qualified prospects rather than pursuing a quantity-over-quality approach.
  3. Avoid Being Too Apologetic:

    • Encourages confidence in presenting products or opportunities rather than excessive apologies.
    • Recommends expressing genuine enthusiasm and belief in the value of the offered product or opportunity.
  4. Don't Give Up:

    • Highlights the importance of overcoming objections and not giving up at the first sign of resistance.
    • Introduces the "Feel, Felt, Found" method to address objections and provide solutions.
  5. Don't Do All the Talking:

    • Stresses the significance of active listening during interactions.
    • Advises giving prospects the opportunity to share their needs and preferences.
  6. Remember to Follow Up:

    • Underlines the necessity of timely follow-ups after initial pitches.
    • Provides a window of 48 hours to arrange follow-up conversations and address concerns.
  7. Don't Waste Time:

    • Emphasizes the importance of being organized and prepared before sales conversations.
    • Recommends using tools like the verbCRM app for efficient organization and automatic follow-ups.
  8. Appear Educated About Your Offering:

    • Advocates for having sufficient knowledge about the product to exude confidence.
    • Suggests using cheat sheets for reference, especially in virtual prospecting scenarios.
  9. Avoid Being Too Forceful:

    • Encourages being mindful of social cues and recognizing when to adjust the sales approach.
    • Advises against forcing conversations and maintaining balanced interactions.
  10. Remember to Provide Value:

    • Stresses the importance of creating customized interactions with prospects.
    • Recommends developing personalized solutions to showcase the unique value of the product to each prospect.

These principles collectively contribute to a successful virtual prospecting strategy, acknowledging the nuances of the sales process and the significance of genuine, personalized interactions.

10 Things You SHOULDN’T Do When Prospecting (2024)

FAQs

10 Things You SHOULDN’T Do When Prospecting? ›

The problem with prospecting is that most reps don't truly measure their prospecting activity. As a result, they don't know what it takes to get an appointment. They have no idea if they're improving. And, they also don't know when they can quit for the week.

What are the 5 prospecting methods? ›

Top 5 Sales Prospecting Techniques
  • Cold emailing. Email prospecting is a helpful strategy to generate leads and secure an initial meeting or phone call. ...
  • Cold calling. You may call 80 prospects and only talk to five individuals, which results in one warm lead. ...
  • Social selling. ...
  • Asking for referrals. ...
  • Attending events.
Jan 14, 2020

What to consider when prospecting? ›

The Sales Prospecting Process
  • Build a Target List. First, ask yourself: who do I want to generate meetings with? ...
  • Research Your Prospects. The most important part of prospecting is ensuring your lead is a good fit. ...
  • Craft Your Offer. ...
  • Create the Prospecting Campaign.
Feb 7, 2024

What is the problem with prospecting? ›

The problem with prospecting is that most reps don't truly measure their prospecting activity. As a result, they don't know what it takes to get an appointment. They have no idea if they're improving. And, they also don't know when they can quit for the week.

What are the 9 techniques of prospecting? ›

9 sales prospecting techniques that work
  • Ask for referrals. ...
  • Reach out on social media and online communities. ...
  • Be a thought leader. ...
  • Send personalized emails. ...
  • Engage prospects with video. ...
  • Make warm calls. ...
  • Always follow up. ...
  • Target former champions of your product who moved to new companies.
Jan 16, 2024

What are the three laws of prospecting? ›

There are three core laws of prospecting that, when heeded, will ensure that you are moving a steady stream of prospects into the pipe:
  • The Universal Law of Need.
  • The 30-Day Rule.
  • The Law of Replacement.

What are the six steps for prospecting and qualifying? ›

The Six Steps of the Sales Process
  • Prospecting. It goes without saying that you can't make any sales without first having people to sell to. ...
  • Qualifying Prospects. The next part of the six-step sales process is qualifying your prospects. ...
  • Researching Prospects. ...
  • Product Presentation. ...
  • Handling Objections. ...
  • The Close.

Is prospecting a hard skill? ›

In general, prospecting skills are a combination of both hard skills and soft skills.

What is the biggest challenge with prospecting? ›

The biggest challenges in lead prospecting include: Finding Qualified Leads: Identifying prospects who fit the ideal customer profile and genuinely need the product or service. Generating Interest: Grabbing the attention of prospects amidst competition and distractions and convincing them to engage with your offering.

Why is prospecting so hard? ›

The problem is, so many of the sales people today lack the skills and more importantly the mindset to prospect effectively. We've had an economy for 10 years where many opportunities presented themselves without salespeople having to do as much prospecting to take orders.

What is the key to prospecting success? ›

Use referrals

Referrals are considered the most successful sales prospecting method. If you have a good relationship with your customers, then take advantage of it. Ask your customers for referrals. People are more keen on buying from someone they know, someone they have a more personal relationship with.

What is the first step in a prospecting strategy? ›

The basic steps of the sales prospecting process include:
  1. Research: Find out everything you can about a potential customer. ...
  2. Qualification: Determine whether a consumer is worth pursuing, and if so, how to prioritize them. ...
  3. Outreach: Spend time crafting a personalized pitch for each prospect.

How long should prospecting take? ›

Therefore, we recommend that salespeople who work the entire sales process spend 30-40 percent of their week prospecting for leads. There is a potential pitfall of the sales team not reaching that percentage by finding other things to focus on besides prospecting for leads.

What is the final step of prospecting? ›

The last two stages are the qualified prospect and customer. Qualified prospects are those who have the budget, authority, need, and timing. These individuals will eventually complete the sales process, become your customers and boost profits for your business.

What is the 5x5 prospecting method? ›

The 5x5 method requires no particular math - you pick 5 accounts and 5 prospects and focus on each account per week. You can even use Truebase to implement this method faster: Plug in your ICP definition in Truebase. With smart filters, identify 5 accounts in your ICP.

Which prospecting method is most effective? ›

These have been the most effective sales prospecting methods according to 489 sellers:
  • Calling existing clients – 51%
  • Calling past clients – 37%
  • Cold calling – 27%
  • Reaching out at events – 32%
  • Sending “warm” emails – 31%
Mar 2, 2021

What are the three keys to prospecting success? ›

To be successful with prospecting begin with these three keys:
  • Get Focused and Dedicate the Time. The lifeblood of any sales professional's career is their pipeline, and the most adept among them know that consistently fueling this pipeline requires a significant investment of time. ...
  • Leverage Cold Calling. ...
  • Set an Intention.

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