Sales Rep Tips
How to Drive Better Sales Conversations and Expand Account Revenue [Cheat Sheets]
How to Drive Better Sales Conversations and Expand Account Revenue
[Cheat Sheets]
Sales Call Intros and Voicemail Tips to Start More Conversations [Cheat Sheets]
Sales Call Intros and Voicemail Tips to Start More Conversations
[Cheat Sheets]
Sales Training, Coaching, and Development [Research Report]
Sales Training, Coaching, and Development
[Research Report]
Key Takeaways
How to Get Prospects to Pick Up the Phone (Without Being Pushy) [Webinar]
Meet the Speakers
Lauren Bailey
Founder
Factor 8 | #GirlsClub | Legacy
Danielle Colombino
Sales Development Manager
Corning Optical Communications
Evie Mitchell
Director of New Business Development
Scholastic
Patrick Lynch
Managing Partner
Wireless Zone
How to Use AI to Write a Better Sales Intro
Most sales call introductions fail because they sound exactly like sales call introductions.
You know the one. “Hi, my name is Lauren and I’m calling from XYZ Company, we’re the leading provider of blah blah blah…” The prospect checked out three seconds in. They’re scanning emails, mentally planning dinner, and looking for the fastest way off the phone.
That’s not a conversation. That’s a pitch disguised as a greeting. And it’s killing your pipeline.
After 20+ years of training Fortune 500 sales teams, I can tell you this: the reps who book the most meetings aren’t the ones with the best pitch. They’re the ones who get the prospect talking before they even realize they’ve taken a sales call.
Here’s how to use AI to craft a sales intro that’ll engage your prospects and get them talking.
First, Let’s Reframe What Selling Actually Is
Nobody wants to feel “salesy.” That word makes people cringe because of the stereotype: pushy, aggressive, slimy. A HubSpot poll found that only 3% of people trust salespeople. (Still just above politicians, so there’s that.)
But here’s what most people forget. Buying is fun. Think about the last thing you bought that made you genuinely happy. If buying feels great, then helping people get there should feel great too.
Selling is connecting one on one with another human to help them accomplish their goals. That’s the real definition. When you reach out to a prospect who’s stuck between “maybe” and “do nothing,” you’re not being pushy. You’re helping them get past the analysis paralysis. You’re making it easier to solve their problem.
Less than 10% of buyers will close themselves without any human help. That’s a lot of money left on the table because nobody picked up the phone.
WATCH: AI Sales Intros That Capture Leads in 30 Seconds
Why Phone Prospecting Still Matters
I know. You’d rather just email or DM people on LinkedIn. It’s more comfortable. It feels less intrusive.
It’s also three times less effective.
The noise in inboxes is deafening. Even with AI-personalized outreach, written messages alone don’t cut it anymore. The most efficient sales prospecting strategy uses all channels: social, email, and phone. But if you want the biggest results, you have to call.
Here’s the math. If you carve out one hour a day to reach out to 20 leads by phone, you’ll talk to one or two of them. Do that five days a week and you’ll touch 100 leads, have 5 to 10 real conversations, and rack up more than 200 first-base conversations in a year.
How many do you have now?
Research from CEB shows that 53% of the time, buyers will choose the seller who was first to add value. Not just first to reach out. First to actually be useful. That’s the key. Being first without adding value doesn’t work. Volume plus value does.
And here’s the thing most reps don’t realize: it takes 8 to 12 attempts to actually reach a decision maker. But nearly 50% of sellers give up after just one call. Less than 2% will make more than six. If you persist, you will be the first one to have a real conversation with that buyer. That’s a massive competitive advantage.

The Biggest Cold Call Introduction Mistakes Reps Make
Before we build a better intro, let’s talk about what’s broken. And let’s be clear: don’t be like every other rep who shows up and throws up. You know the ones.
Pickup and Pitch. “Hey, my name is Lauren and we’re the leading provider of this and that and I can da da da…” They just pitch. It’s pickup and pitch, and it gives sales a bad name. They didn’t pick up the phone to get pitched at. They picked up because they thought it was their kid’s school calling.
“Are you the person in charge of…?” I’ll lie to you to get out of having a sales call. This one screams sales call so loud that your prospect will say anything to end the conversation.
The Value Prop Intro. “Hi, this is Lauren. I’m calling with #GirlsClub, and we’re the premier community for women in revenue to get promoted faster.” Ugh. Shut up. I did not pick up the phone to hear your positioning statement. This is another very popular bad intro.
“Just calling to introduce myself.” Your mom might care. Nobody else does.
“Just calling to touch base.” Drum roll please. This is the most often used intro line in sales, and it’s horrible. Don’t touch my base. Don’t touch anything.
All of these fail for the same reason. They make the call about you. Your company. Your product. Your agenda. The prospect doesn’t care about any of that yet.
DOWNLOAD: 20 Value-Add Reasons to Call Your Customers
What a SWIIFT Sales Call Introduction Actually Is
SWIIFT stands for “So, What’s In It For Them”. It’s a call introduction framework designed to capture attention, get the prospect talking, and start a conversation before they realize they’ve taken a sales call.
A good SWIIFT intro does three things:
- It’s under 10 seconds
- It answers three questions: Who are you? What do you want? Why should I care?
- It ends with questions that get the decision maker talking fast
The goal of your introduction is not to pitch. It’s not to gain credibility. It’s not to check off items on your call sheet. The goal is to get them talking. Because the second they start answering questions, they stop doing email. They stop multitasking. Now you’re in a conversation, and you’re on first base.
Here’s the formula:
- Their name (loud enough to be a pattern interrupt)
- Your name and company (abbreviated, fast, they’ll ask again later)
- One SWIIFT ear perk (a single value that makes them look up)
- 1 to 3 closed SWIIFT questions (easy to answer, gets them talking)
That’s it. No pitch. No product description. No “let me tell you about our award-winning platform.” Just enough to start a conversation.
The 6 Value Levers That Perk Up Attention (Plus One Bonus)
The ear perk is the secret sauce of the SWIIFT intro. It’s one short sentence that hits a value your prospect actually cares about. We call them the SWIIFT Six:
- Time – “I’m calling to save you some time on…” Everyone’s busy. Time savings always land.
- Money – “I’m calling to help you kick up the ROI on…” More revenue, less cost, better margins.
- Ease – “I’m calling to make this a lot easier for you.” This is the hot button for working parents and overwhelmed managers.
- Reputation – “I’m calling to make sure you’re the hero on this.” Looking good, being recognized, being the one who brought in the solution.
- Power – “I’m calling to help you get control over…” Control and influence motivate more people than you’d think.
- Risk – “I’m calling to pull all the risk out of…” Insurance, compliance, protection. If your product reduces exposure, lead with it.
And the bonus lever: a name. When someone hears “Mark in Legal asked me to give you a call,” they instantly give you credibility. Levers like referrals, mutual connections, or internal names are the most powerful ear perks you can use.
Pick one. Just one. Your instinct will be to cram your entire value prop into this sentence. Resist. When I teach this in workshops and ask people what they remember from each other’s intros, they always say the same thing: one word. “Risk.” “Easier.” “ROI.” That’s all they heard. Don’t overcomplicate it.
You can use AI to help pick the right lever. Ask ChatGPT or your AI tool of choice: “Which of these six business values would a VP of Sales care most about?” or “What does a working mom in operations value most?” Then build your ear perk around the answer.
Why Closed Questions Beat Open Questions at the Start of a Cold Call
Here’s where I’m going to go against what every sales training has ever taught you.
Most sales trainers say always ask open-ended questions. And in discovery calls, that’s great. But on a cold call introduction, open questions are a disaster.
Think about it. Your prospect wasn’t expecting your call. They’re busy. They accidentally picked up. And now a stranger is asking, “What’s keeping you up at night when it comes to hiring?” Their brain tries to process it, can’t come up with an answer fast enough, recognizes you’re a salesperson, and decides to get rid of you.
Instead, use closed questions. Yes or no. A number. One or two words.
There’s a scientific phenomenon called instinctive elaboration. When someone asks you a question, your brain stops what it’s doing and hunts for the answer whether you want it to or not. If I ask, “How old are you?” a number popped into your head just now. That means it’s halfway out of your mouth.
Closed questions exploit this. They’re fast, they’re easy, and they get the prospect talking before they’ve had time to put up a wall.
Compare these two:
Option A: “You’ve got over 50 sellers on your team these days, right?”
Option B: “How have you and your team managed to attack virtual onboarding ramp times given that they’re getting longer at most companies I work with now that work is remote?”
You stopped listening in the middle of B. So did your prospect. A is the winner, every time.
How to Tell If Your AI-Written Sales Intro Actually Works
Let’s put it all together. Here are two complete SWIIFT intros side by side. One works. One doesn’t. If you’re using AI to generate intros, this is how you evaluate what it gives you.
Option A: “LB here with Factor 8. I’m calling to see if I can help your team hit quota sooner. Are you primarily B2B there? Do you outbound or inbound? How many sellers under you?”
Option B: “LB here with Factor 8. We’re the leading provider of virtual sales skills for inside sales teams. We work with companies like yours to shorten new hire ramp. Is that interesting to you?”
A is the winner. Hands down.
A leads with one value (hitting quota sooner), then immediately gets the prospect talking with three fast, closed questions. B leads with a company pitch and ends with a question that’s basically asking the prospect to reject you.
“Is that interesting to you?” is an invitation to say no. “How many sellers under you?” is an invitation to have a conversation.
Now here’s what it looks like when you add a lever:
“Mark? LB here with Factor 8. Your VP of Sales asked me to give you a call and I promised him I would. Have you worked with David for a while now? Are you running inside sales or field sales for him? How many reps on your team?”
That’s three easy questions. By the time they answer the second one, you’re in a conversation and they’ve forgotten they accidentally picked up a sales call. That’s first base.
How to Use AI to Draft Sales Intros Without Sounding Like a Bot
AI is a fantastic tool for generating SWIIFT intros. But it’s a starting point, not the finish line.
Here’s how to use it well. Feed your AI tool these inputs:
- Who you’re selling to (title, industry, persona)
- What your product does in one sentence
- Which of the SWIIFT Six values resonates most with your buyer
- Your name and company name (abbreviated)
Then ask it to generate a SWIIFT intro under 10 seconds with one value-based ear perk and two to three closed questions.
DOWNLOAD: The SWIIFT℠ Intro AI Prompt
What you’ll get back will be close. But you’ll need to do two things: cut it shorter (AI loves to be wordy) and make it sound like you. Read it out loud. If it sounds like a brochure, rewrite it. If it sounds like something you’d say to a friend’s colleague at a barbecue, you’re golden.
The best reps use AI to generate five or six variations, pick the best one, and then practice it until it feels natural. That’s the move.
Grade Your Intro Before You Dial
Before you pick up the phone, run your SWIIFT intro through this checklist:
- Is it under 10 seconds?
- Does it answer who you are, what you want, and why they should care?
- Does it use a single value (not three stacked together)?
- Does it end with 1 to 3 closed, easy-to-answer questions?
- Would it perk your ear if you heard it?
- Would you actually answer those questions?
If you can check every box, you’re ready. If not, shorten it, sharpen the value, and simplify the questions.
Get the Conversation, Not the Pitch
You can’t close more deals until you talk to more people. You can’t talk to more people if your intro sounds like every other sales call they’ve gotten this week.
Stop leading with your company name, your product features, or your credentials. Start leading with what’s in it for them. Be SWIIFT. Keep it under 10 seconds. Get them talking. And remember: the goal of the intro isn’t to sell anything. It’s to start a conversation.
Because nobody ever bought anything during a sales call introduction. But plenty of deals started with one.
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5 Consultative Selling Techniques for Today’s Buyers
What is consultative selling?
Consultative selling is about helping buyers solve real business challenges, not just walking them through your product or sales process. It means asking better questions, listening for what actually matters, and guiding the buyer to the right decision.
It’s less about pitching and more about understanding, advising, and adding value in every conversation.
Simple enough, right?
Here’s the problem: Most sales teams think they’re already doing this.
They ask a few questions. They check a few boxes. Then they move into their pitch or demo and call it “consultative.” Let’s be clear… that’s not consultative selling. That’s qualification with better branding.
And buyers feel the difference.
Today’s buyers are tougher to reach, harder to impress, and quicker to disengage. They’re researching solutions before they ever talk to sales. By the time they do, they already know the basics and expect you to bring insight, not information. Add in AI flooding their inbox with “personalized” outreach, and generic discovery and follow-up are easier than ever to ignore.
Consultative selling still works. But the old version doesn’t.
If your calls are focused on your process instead of their situation, if your demo looks the same every time, or if your follow-up sounds like everyone else’s, you’re not standing out. You’re blending in.
The good news? This is fixable.
Here are five ways to modernize your consultative selling so your conversations actually move deals forward.
WATCH: 5 Ways to Modernize Your Consultative Selling
1. Stop confusing qualification with consultative selling
This is where most teams get it wrong.
They think if they ask about budget, timeline, current setup, and decision criteria, they’re being consultative. You’re not. You’re qualifying. And listen, qualification matters. You need it. But if that’s the entire conversation, it feels transactional.
Buyers don’t want to sit through a checklist. They want someone who understands what’s actually going on in their business. Their situation, yes. But more importantly, their challenges.
Let’s be honest for a second. If your SDR calls are two minutes long, or your reps are jumping from surface-level questions straight into next steps, you’re not being consultative. If your AEs get to a second call and still don’t understand the business problem, you’ve already lost ground.
Consultative selling starts with understanding the situation and the challenge, not just gathering qualification data. When you get that right, everything else gets easier. When you don’t, the rest of the deal is built on assumptions.
2. Meet buyers where they are, not where your process starts
Your sales process is not the buyer’s priority.
Buyers today are doing their homework before they ever talk to you. They’re using AI, reading reviews, comparing vendors, and forming opinions early. By the time they show up, they’re often already well into their decision.
And then we reset them.
We run the same discovery. The same demo. The same sequence we’ve always used. It’s frustrating, and it slows the deal down.
Instead, ask a better question early: “Tell me where you are in your process.”
That question gives you immediate context. You understand how far along they are, what they’ve already evaluated, and what they still need. From there, your job is to guide them, not restart them.
Here’s the thing. Buyers may know more than they used to, but they still don’t know how to buy your solution the right way. That’s where consultative selling shows up. Not in controlling the process, but in helping them navigate it.
3. Ask better consultative selling questions before you pitch anything
The number one mistake in consultative selling is premature pitching.
We’ve all done it. You hear something that sounds familiar, connect a few dots, and jump into solution mode. It feels efficient. It feels helpful. It’s not.
When you pitch too early, you’re guessing. And when you guess wrong, you lose trust.
Most reps think they’re asking good questions, but a lot of those questions don’t actually move the deal forward. They check a box, lead into a pitch, or stay too high-level to uncover anything meaningful.
Good consultative questions go deeper. They uncover what’s happening right now, what’s not working, and what the impact of that problem really is. They clarify what success looks like and what matters most to the buyer.
And this is the part most people miss…
It’s not just about what they need. It’s about what they value.
Time. Money. Ease. Risk. Reputation. Control.
If you don’t know which one matters most, you can’t position your solution in a way that actually lands. You’ll fall back on features and functions instead of real benefits.
Questions aren’t a step before the pitch. They’re what make the pitch relevant.
4. Use AI to improve your consultative selling, not replace it
AI is everywhere in sales right now. Reps are using it for emails, research, call summaries, and forecasting. Buyers are using it too, which means the bar is higher.
If you’re using AI to create generic outreach or surface-level prep, you’re just adding to the noise. Buyers can spot it instantly.
The better move is to use AI to prepare smarter before the conversation.
Ask it what challenges your target industry is dealing with right now. Ask for strong discovery questions based on your ICP. Ask what buyers at different stages of the process care about most.
Now you’re walking into the conversation with context and intention.
That’s where AI actually helps consultative selling. It makes you more prepared. It does not make you more consultative on its own.
Because AI can’t listen. It can’t adapt. It can’t build trust in real time.
That part is still on you.
5. Make every follow-up part of the consultative experience
“Just checking in.”
We’ve got to retire it.
If your follow-up doesn’t add value, it’s getting ignored. Modern consultative selling doesn’t stop after the call. It shows up in every touchpoint.
Every follow-up should help the buyer think, decide, or move forward.
That could look like:
- Sharing a relevant insight or trend
- Sending a recap with clear next steps
- Providing a case study tied to their challenge
- Asking a question that moves their thinking forward
- Offering a resource that helps them avoid a mistake
If it doesn’t do one of those things, it’s noise.
And buyers don’t have time for noise anymore.
A simple rule to keep in mind… if your outreach doesn’t add value, don’t send it.
DOWNLOAD: 20 Value-Add Reasons to Call Your Customers
What is the biggest mistake in consultative selling?
The biggest mistake in consultative selling is pitching too early before fully understanding the buyer’s situation, challenges, and priorities.
When reps rush to solution mode, they skip the part that actually builds trust and relevance. That’s where deals stall, or disappear entirely.
Here’s the main takeaway
Consultative selling isn’t about asking more questions. It’s about asking better ones.
It’s not about slowing the process down. It’s about helping buyers make sense of it faster. And it’s definitely not about sounding polished while running the same play you’ve used for years.
Today’s buyers want someone who can understand their situation, guide them through decisions, and actually add value in every interaction.
If your team can do that, you’re not just being consultative.
You’re being useful.
And that’s what closes deals now.
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AI Sales Intros That Capture Leads in 30 Seconds [Webinar Recording]
AI Sales Intros That Capture Leads in 30 Seconds
[Video Recording]
5 Ways to Modernize Your Consultative Selling [Webinar Recording]
5 Ways to Modernize Your Consultative Selling
[Video Recording]





