Sales Training, Coaching, and Development [Research Report]
Sales Training, Coaching, and Development
[Research Report]
[Research Report]
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.
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
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.

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
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:
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:
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 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:
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.
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.
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.
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:
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.
Before you pick up the phone, run your SWIIFT intro through this checklist:
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.
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
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.
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.
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.
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.
“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:
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
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.
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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Prospecting is the part of sales most reps would happily outsource, avoid, or procrastinate on if given the chance. And the data backs that up.
In our most recent research, 60% of reps say prospecting is the hardest part of the sales cycle. No wonder pipelines feel harder to build than ever.
But here’s the catch.
Prospecting might be uncomfortable, time-consuming, and frustrating, yet it’s still the single biggest driver of pipeline.
No prospecting means no conversations.
No conversations means no meetings.
No meetings mean no deals.
And no deals means a very awkward forecast meeting.
What makes this even more painful is that most sellers are putting in the time. They’re just spending it in the wrong places.
Our data shows reps spend the majority of their prospecting effort on email, social (hello LinkedIn), and texting because it feels safer and easier. Less rejection. Fewer awkward moments. More boxes checked.
But when you look at the meetings that actually get booked and the deals that actually close, the story flips.
The phone consistently ranks as the most effective channel. Leaders see this gap clearly too. Nearly 40% of sales leaders say they wish their reps would pick up the phone more.
And buyers? They’re not nearly as anti-phone as sellers think.
82% of buyers say they’ve accepted meetings after multiple cold calls, and 74% say they choose the seller who is first to add value.
In other words, prospecting isn’t broken. The way most sellers are taught to do it is.
Prospecting isn’t about grinding longer hours, blasting more messages, or hoping something sticks. It’s about prepping smarter, planning your day, and knowing exactly what to say and why before you ever pick up the phone.
Selling today is loud.
Buyer inboxes are flooded. Spam filters are smarter. LinkedIn DMs are packed with copy-and-paste messages. AI has made it easier than ever to send more outreach, which means buyers are spending more time ignoring it.
At the same time, buyers are busy. Internal meetings. Budget reviews. Tool fatigue. Decision fatigue. Even when interest exists, attention is scarce.
Sellers feel this every day. In our research, reps are not asking for more pressure or more meetings. They want tools that make their job easier and training that helps them say the right thing. Managers feel the strain too. Burnout is real.
So yes, prospecting feels harder than it used to.
But here’s the part that hasn’t changed. You still can’t skip it.
Prospecting is how pipeline starts. It is how conversations begin. It is how deals enter the funnel instead of magically appearing halfway through it. What has changed is that the old spray-and-pray approach does not survive in this environment.
More emails will not fix it.
More automation will not fix it.
And “just try harder” definitely will not fix it.
Modern prospecting requires intention. Knowing who you are calling, why you are calling them, and what you are trying to accomplish in that moment. Not jumping straight to a pitch. Not forcing a meeting ask before you have earned it.
The answer is not more activity. It is better preparation.
Most sellers go into prospecting with one goal in mind. Book the meeting.
On the surface, that makes sense. Meetings lead to opportunities. Opportunities lead to deals. Deals make quota feel slightly less awful.
But this mindset is where prospecting starts to break down.
When sellers treat every call, email, or voicemail like it has to end in a meeting, messages get heavy fast. Value props show up too early. Case studies sneak into voicemails. Discovery questions get asked before a buyer has even agreed to talk. Outreach starts sounding like a pitch instead of an invitation.
It also makes rejection feel personal. When the goal is “get the meeting,” anything short of a yes feels like failure. That wears people down quickly, especially when most prospecting attempts will not convert on the first touch.
Here’s the shift.
The goal of prospecting is not to book the meeting.
The goal is to start the conversation.
You cannot get home if you cannot get on first.
Prospecting works when you break it into smaller, more realistic goals.
Once someone replies, calls you back, or engages, you have earned the right to sell. Not before.
This is why shorter messages work better than longer ones. Why curiosity beats credibility early. And why sellers who focus on engagement instead of pitching consistently build more pipeline with less effort.
Prospecting is not about forcing an outcome. It is about opening the door.
This is where a lot of sellers lose momentum before they ever get started.
Early outreach is not the place to pitch. It is not the place for your value prop, your customer logos, your case studies, or your discovery questions. When sellers try to sell too early, buyers do exactly what you would do. They scan, decide “no,” and move on.
The purpose of early outreach is simple.
Get noticed. Get a response. Start a conversation.
That is it.
When sellers treat prospecting like a mini sales presentation, messages get long, tone gets salesy, and response rates drop fast. Shorter, lighter, more human outreach consistently works better because it respects the buyer’s time and attention.
Think engagement first. Selling comes later.
One of the biggest prospecting myths is that more preparation always equals better results. In reality, over-preparing often slows sellers down and keeps them stuck in research mode instead of having real conversations.
Speed matters in prospecting.
Shorter messages are easier to listen to, read, and respond to. Buyers are far more likely to engage with something that feels quick and low effort than something that feels like homework.
This applies across every channel:
Your job is not to explain everything. Your job is to earn the next step.
Despite how uncomfortable it feels, the phone continues to outperform every other channel when it comes to booking meetings and closing deals.
That does not mean email, LinkedIn, or text are useless. They matter. They support the phone. They reinforce familiarity. They help warm things up.
But they work best when they are part of a plan, not the plan.
The strongest prospecting strategies use multiple channels together, with the phone leading the way and digital channels supporting it.
Good prospecting starts before the first dial. The goal is not to research everything. It is to prepare just enough so you can move quickly and stay consistent.
Timing matters more than most sellers think. You don’t need to guess or test endlessly. Patterns are pretty consistent.
Calling at the right time doesn’t guarantee a conversation, but calling at the wrong time almost guarantees you won’t get one.
That is it.
You do not need pricing.
You do not need a case study.
You do not need their full job history.
Less is more.
DOWNLOAD: How to Plan for Prospecting
Prospecting gets dramatically easier when you stop treating every lead like a brand-new project.
Common ways to group leads include:
Grouping leads allows you to stay focused, consistent, and fast.
You do not need to reinvent your prep for every single person.
Group your research around:
What should be personalized every time is the rapport builder. Everything else can be reused and refined.
READ: What Is the SWIIFT℠ Selling Methodology?
Future you will thank present you for taking better notes.
Capture:
This keeps follow-up clean, relevant, and efficient.
If you are calling and not leaving voicemails, you are doing extra work for nothing.
Voicemails are touches. Touches create familiarity. Familiarity drives responses.
The most effective voicemails typically fall into one of these categories:
You do not need to explain everything. You just need to give them a reason to call you back.
When a buyer answers, the goal does not change.
Do not pitch. Engage them.
WATCH: Why You Need To Stop Pitching & Lead With Value Instead
The strongest conversations follow a simple flow:
Selling happens after the response, not before it.
Prospecting feels hard because most sellers were never taught how to do it well. They were taught to grind, push through rejection, and figure it out on their own.
There is a better way.
Prospecting works when sellers prep smarter, plan their day, and focus on conversations instead of outcomes. When done right, it takes less time, creates better engagement, and builds healthier pipeline.
Prospecting is not broken.
It just needs to be done differently.
And when it is, everything downstream gets easier.
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