Top 27 Cold Calling Tips: How Pros Cold Call With Confidence

1. Use a local number

People are far more likely to answer the phone if they see their area code, not some random string of digits. RingCentral is a leading phone provider for small businesses that offers local numbers and unlimited calls to anywhere in the U.S. and Canada. Click here for a free 15-day trial.

Visit RingCentral

2. Define your list

Zondra Wilson, Blu Skin Care, LLC

It can be tempting to simply Google and begin making calls. The problem with that is that’s not effective. Instead of casting a wide net, narrow down your list and target your ideal audience. When you discover vital information like age, location, gender, income, etc., you have a better understanding of how to approach your prospective customers because you’ll be aware of their wants and needs.

3. Create a sales funnel

Jeremy Marsan, Fit Small Business

Identifying the steps your sales team should follow to move a prospect to being a client is a prerequisite to selling better. With a standard method in place and a visual representation of it, you can apply it across your business, test your sales process and improve it. Click here to read our guide on creating a sales funnel.

4. Know your audience

Adam M. Hyers, Hyers and Associates, Inc.

Your approach really depends on who you’re calling. If it’s a business owner, then get right to the point. Don’t waste their time. And make sure you plant a seed of any kind – something that can add value to their business – like saving money or improving employee retention.

If you’re cold calling retirees, then take a little time. Speak slowly and try to develop some rapport. Let them know how you’ve helped others in their same situation and, above all else, build and communicate trust. Folks with more time on their hands may want to talk with you more. Take the time to share stories and get to know them instead of diving right into your sales pitch.

5. Use an Auto Dialer

When you’re cold calling, a lot of time is spent weeding out disconnects, hangups and busy signals. If you use an auto dialer software like ChaseData, it can automatically dial numbers and route calls to available representatives. With ChaseData’s preview and progressive dialing features, representatives can also review customer information before placing any calls. As a manager, you can even track the number of calls your sales reps’ made, and any time paused in between, in order to measure and improve their performance. Click here to start a free trial.

6. Prepare an interesting opening statement

Wendy Connick, The Balance

You only get one chance to make a good first impression, which is very critical when it comes to cold calling. So organize your thoughts before calling to help avoid common mistakes in the opening that would give your prospect the opportunity to end the conversation. The most important part of a cold call is the first fifteen seconds. That’s why a strong opening statement that engages the prospect’s brain is a must.

7. Overcome objections

Thomas Mitchell, Experienced Sales Director and CEO, Global intermix

Put yourself in their shoes and anticipate their concerns so that you can reframe the conversation to put them at ease and present solutions to their hesitations before they even have a chance to voice them. Do your research so you can personalize each call and tailor every conversation to their needs.

Read our article for more information on how to overcome objections in sales.

8. Leverage social media to warm up cold calls

Gregg Schwartz, Smarthustle

Social media is a great channel you can use to warm up leads and make prospects more receptive to your calls. If you pay attention to what your prospects are saying through social listening, you will have plenty of useful information for your cold calls. It’s a creative way to research a market and initiate conversations leading to a sale.

9. Practice

Wendy Weiss, The Queen of Cold Calling

If you are new to cold calling or uncomfortable with cold calling, practice out loud. Role-play with friends or colleagues. Practice various sales scenarios. This way, you will not have to worry about what you are.

10. Integrate other marketing tactics

David Scarola, Vice President, The Alternative Board

As with most outbound marketing strategies, cold calling will generally yield a low success rate if it’s not integrated with other marketing tactics. Warm up your cold calls by preceding them with a direct mail campaign. That way, your prospect already has some idea of who’s on the other end of the line.

11. Know when to call

Steven Macdonald, Hubspot

Knowing the best times to reach people over the phone will help increase your effectiveness tenfold. You may find that different strategies work for different businesses. So. it is still best to continually test the best days and times to determine what works best for your target customers.

12. Call a friendly, familiar voice

Julie Austin, Create for Cash

I’m an entrepreneur running 4 businesses. I make at least 2,000 cold calls a year and the one thing I do before I start every morning (super early!) is to call a friendly, familiar voice. It sounds crazy, but it puts me in a good mood to begin selling and warms up my voice.

13. Provide a solution to a problem

Jyssica Schwartz, Director of Sales, Authors Unite

Never apologize for calling someone because you are providing them with value. Let them know that you are calling them specifically, not just any random person or company because you know they have a problem and you are able to provide a solution. Make sure they know that you’re able to save them time, money, or effort – as in what you can do for them.

14. Exude confidence and make it sound as if this is a routine phone call

Jeremy Levi, VP of Business Development, Garden State Medical Supply, Mars Wellness

How do you do this? Let’s say you want to reach Dr. Martinez to try and have him push your product to his patients so you call up his office. You know there’s no way he’s picking up the phone, yet when the receptionist answers you should always say, Hi Dr. Martinez or, if possible, the person’s first name. This makes it sound like you belong, as if it’s not your first conversation and that the target of your call is expecting to hear from you.

Once you get past the gatekeeper the rest is a walk in the park.

15. Use a script but don’t sound scripted

Mark Sallows, Fit Small Business

A script can be your best friend or your worst enemy when it comes to cold calling. If you use it well, it can guide you in navigating the conversation. But if you abuse it, you will begin to sound like a telemarketing robot and your prospect will lose interest. It’s good to have a script ready to serve as a guide but do not read your script word for word when you call. It’s good that you’ve prepared the framework of the call in advance but be ready to answer other questions about the products and services you’re offering.

In this article, Mark focuses on how to build a cold call script, which is ideal for beginners to help guide their conversations.

16. Be honest. Do not sell but consult and enquire

Izabell Balash, Marketing Associate, 2600Hz

Let them do the talking. Always make it seem like you are trying to help them and enquire how their current product is working for them. Do not try to lie to them and trick them into speaking with you. You’d be surprised by the amount of people who try that tactic. It’s obvious when they are lying and saying they spoke to an employee that directed them to a decision maker. Once you do that, you ruin the trust which has a huge impact on your ability to close the deal.

17. Prepare a powerful permission question

Kimberly Sayer-Giles, President & Founder, Claritypoint Coaching and Identiology

Prepare a powerful permission question that asks if they would like to hear about what you are selling. I recommend something like, “Would you ever be open to letting me share just a little information about our system with you?” These permission questions make the prospect feel respected and honored.

18. Never pitch too early

Robert Edell, Founder, Servy

Find a way to quickly build rapport, add immediate value, and/or identify problems specific to their business/operation before selling your product/service. Great sales professionals make the other party feel special and that the sales person is listening to their needs and is there to solve their specific problem.

19. Be yourself

Ramon Khan , Online Marketing Manager, National Air Warehouse

Certain industries are more prone to cold calling and some executives can get upwards to 30 or more cold calls per day. Imagine if you are the person receiving all those calls. Every 30 minutes someone calling you with an overly enthusiastic voice and saying the same intro that they just spilled 100 times before they called you. People can smell through it all day and they get instantly turned away by it. It is like your brain is already trained to instantly recognize a cold caller when you hear one. When you are trying too hard and not being genuine, you sound like the rest. But when you sound confident, not like a salesperson and more like a regular person, you get much better results 100% of the time.

20. Make it warm and keep it short

Jess Magoch, jpmpartners.com

Here’s my favorite script:

Hi my name is — from — we help (target market) with —- (problem you solve-should address emotions). I’m reaching out to you because (this is where is gets personal and specific.) I was wondering how I can help you?

Keep the part about you brief and specific and let them do the talking. No one wants to be on the end of a one-way sales pitch.

21. Stand while cold-calling

Ivan Ciraj, Square One Life

When you’re standing you feel more awake, alert and have higher energy levels as opposed to slumping in an office chair. This heightened energy and enthusiasm resonates with people on the phone and gives you that slight edge when cold calling.

22. Be nice to the gatekeepers

D. Anthony Miles, Miles Development Industries Corporation

One of the biggest issues of cold calling is getting past the gatekeeper. Getting past the gatekeeper is literally a chess move. First, when you cold call a new business and the gatekeeper answers the phone, do not sound like a salesman! Create a polite, friendly mood. Second, say I am interested in doing business with your company, who would I need to talk to about that? This is because most of the time the gatekeeper does not want to turn away potential business by shutting you out. I have used this cold calling strategy had about 95% success rate getting past the gatekeeper.

23. Stay positive

Barry Maher, Barry Maher & Associates

Small businesspeople who cold call successfully see every ‘no’ is a small victory, a step on the path to ultimate success. And motivating yourself to take those steps, and to make each step as meaningful as possible should be part of your job description.

And if a cold call is less than perfect, understand that all sales calls are less than perfect. And that no matter how long you’ve been selling understand that each call is part of your education. Training and pre-call planning are vital, but the best preparation for making sales calls is making sales calls. Don’t paralyze yourself with worries that you might not be perfect. A master craftsman is one who has already made every possible mistake–and learned from each one.

24. Set Follow-Up Reminders

When you cold-call you may hear “call me back later” quite often. You will need a way to remember who needs a call back and what, if anything, was said on that initial call. A CRM, like Freshsales, is a great way to keep track of your sales pipeline and understand the best time to follow up. Freshsales allows you to make calls and send emails directly through the CRM, and automatically sets reminders after the initial contact. You can also customize email campaigns according to where they are in the sales cycle, so that no-one slips through the cracks. Click here for a free trial.

25. Touch base after the cold call

Shannon F., Insightprm

People buy when they’re ready to buy, and not when you’re ready to sell. So make sure to establish a connection with your prospects even after making the call to make sure you’ll be in their minds once they are ready to buy. There are a plenty of ways to stay in touch with potential clients without annoying them.

26. Be persistent

Mike Scher, Co-Founder and Chief Sales Architect, FRONTLINE Selling

Don’t hang up after a voicemail. Studies show an average of 6.8 people are involved in B2B buying decisions. So instead of simply leaving one voicemail for the prospect, hit ‘0’ to get back to the admin and find out who else in the organization may be involved in the decision-making process. Contacting several key players utilizes the internal communication system of the organization to spread your message.

27. Track metrics and identify areas to improve 

Eduardo Alarcon – Serial Entrepreneur & Founder, StartupsAgency

Track the call metrics (to find out how many calls it takes you to close a deal) and write down the highlights of the conversations. Repeat all over and improve your pitch and rebuttals. Do research on the companies or people you are targeting and stay up to date on industry news.

Check out our article on tracking sales metrics to learn more.