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Seller-Doer Tools: Warm Calling

If you’re like most A/E/C professionals, you probably don’t enjoy conducting sales over the telephone, especially if you are prospecting. Yet sometimes you still need to pick up the phone, no matter how much you hate it.

It makes sense. Traditional “cold calling” is now considering “interruption marketing,” meaning that you are interrupting someone’s day by placing the call. We all hate receiving cold calls, whether at home or at work. In fact, how many of us look at incoming phone calls and ignore them if we don’t recognize the number?

What’s funny is that a lot of design and construction professionals I know have no problem picking up the phone when it is project-related. They’ll call the client, potential vendors, local government officials, consultants, subcontractors, or anyone else necessary in the pursuit of an answer to achieve a successful project. Sometimes they know the people they are calling; other times they’ve never previously spoken. And yet these same, skilled phone conversers cower at the thought of calling someone they don’t know if it is done in the context of business development!

Sure, if the prospect calls them, it’s an easy conversation. But when the roles are reversed, the stress levels shoot up! However, no matter how many emails you send, LinkedIn connections you make, social media comments you post, blogs you write, or presentations you give, there must still be meaningful conversation. Few projects are won without robust two-way communication.

Ultimately, you’ll want the conversation to be face-to-face, beyond a superficial conversation in a networking environment. This is where the warm call comes in.

A warm call differs from a cold call in that you have a reason to be placing the call – you know the person, someone suggested you contact them, they saw you present, you saw them present, you connected on social media, you spoke briefly at a conference or event (like an IFMA meeting), etc. A cold call is when you don’t know the person at all and have no prior points of connection. Sometimes that is still necessary, but usually it isn’t, especially with all the tools available today.

Ask an existing client if he or she can provide the names of any counterparts at other companies. The call instantly becomes warm: “Hello, John, my name is Scott Butcher, and I’ve been working with Sarah Doe at Acme Products. She suggested that we connect. I understand that…” (Ideally, Sarah. would have primed the pumps by first talking to John, emailing him, or doing a social media introduction. But this is not always the case.)

If you give a presentation somewhere, get the attendance list, and follow-up. “Hi John. This is Scott Butcher. I wanted to thank you for attending my program about Building Information Modeling, and I’m hoping you would be willing to share some feedback with me.”

Connecting on social media may be another excuse for a warm contact. “Hi John, Scott Butcher here. Thank you for connecting with me on LinkedIn. As I mentioned in my connection request, we’re pulling together an educational program about health care facility trends, and I wanted to personally invite you to attend. Do you have time tomorrow for a short call?”

Remember the old adage that people hate to be sold, but they love to buy. So don’t sell on the phone. Don’t push your company, products, or services on them. Just have a conversation. Learn about them and their needs. Provide information and value. Establish yourself as a resource.

By all means, if you know that they have a need for your services right now, talk about it. But don’t sell. If they are looking to build in a municipality where your civil engineering firm has worked, share some of the processes or pitfalls they need to be aware of. If they are building a hotel and you are a mechanical firm, share with them the value of a certain type of mechanical system for that type of project. If you sense that schedule is critical, tell them about your firm’s approach to modular construction on a recent project, and how that helped get your client into their facility 20% faster than traditional methods would have allowed.

But don’t say, “Do you need an architect? Oh, you have a firm you normally use? Okay. Thanks. Bye.” (How many times does that exact conversation occur around the country every day?)

Sometimes you might not easily have that “point of warmth,” like you met them at a networking event, they commented on your blog, or a client suggested you call them. So dig deeper. Check them out on LinkedIn or Twitter, if they are active. Conduct a Google search. Learn about them. Look for points of commonality – shared contacts, hobbies, organizations, colleges, interests, and so on. Certainly, if you identify someone you know who knows them, talk with the mutual connection. Learn about the prospect. See if you can get an introduction – or at least some intelligence that will help turn a cold call into a warm call.

Do This

Trying to invigorate or reinvigorate your business development program? Reach out to Scott D. Butcher, FSMPS, CPSM at 717.891.1393 or email him to learn how aecumen can help, from presentations and training programs to facilitation and customized consulting.

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