Checklist for an Effective Sales Pitch:

• Your salespeople must be prepared. In addition to conducting industry and client research, they must prepare for the sales process. In other words, they must know what questions they are going to ask to move the sale forward, not just questions about the technical aspects of their prospect’s current position or status. Your salespeople have to anticipate the suspect's answers to those questions and be prepared with their follow-up dialog. Too many salespeople take this step for granted, thinking, "I've been in the business for __ years." They also need to be prepared for the prospect’s questions and how to respond to them. Finally, they have to be ready for curveballs and know how to handle them. Prospects always throw them, and when salespeople are unprepared, they will usually miss the opportunity to score. As a coach, this pre-call time is essential. You should have time on your calendar devoted to reviewing significant opportunity pre-call plans with all of your salespeople. Download our Pre-Call Strategy Checklist.

• Your salespeople must identify clearly what their preferred outcome is. In the book Getting to Yes, the authors explain how defining a preferred outcome helps guide salespeople through any meeting. In selling, and specifically for the initial call, most salespeople define the objective of the first call as "to get a second call." We challenge you, as a sales coach, to help your salespeople understand precisely who their target audience is and to work to disqualify prospects instead of trying to qualify them. If salespeople focus more on finding qualified opportunities, they will waste less time on prospects who are not going to buy from them. So, one aspect of an effective sales pitch is not pitching to unqualified prospects!

• Salespeople have to demonstrate their credibility and value, not by what they say, but by how they conduct themselves. They must be different, and they will do this by the questions they ask, by their focus on the prospect and what is important to them, and by their reluctance to get into a sales pitch too early. Salespeople should demonstrate their knowledge of the industry through stories, analogies, and metaphors, especially by relating how they have helped others in similar situations with effective solutions. They also showcase professionalism by asking penetrating questions and by how they don't look, act, or sound like every other salesperson that has met with this executive. As a sales coach using this checklist for effective sales pitches, how do your salespeople rank in demonstrating their value and credibility? Make sure you listen and help them develop in this area.

• Salespeople have to have the courage to ask the tough questions and have honest and sometimes difficult discussions. Your salespeople should prepare to have initial calls asking tough questions like:

  • "When you told your current provider that you were unhappy with the current situation and you were shopping to replace them, what did they say?"
  • "How will you make this decision?"
  • "When do I meet the decision-maker?"
  • "If you don't have a budget, then how will you pay for this?"
  • "If you are shopping for the lowest price, what happens if I show up and I'm not the lowest price?"
  • "When I show up to make my presentation, I need for you to be in a position to tell me ‘Yes’ or ‘No.’ What objections do you have to that process?"

• Salespeople need to leave their need for approval at the door when they leave the house or office in the morning. A strong leader can help them rewrite their mindset about how people buy in your industry. We all have a desire to be liked, to gain approval, and to feel a sense of camaraderie with our prospects and clients, but it can get in the way—especially if that need for approval is so strong that a salesperson cannot ask tough questions about budget and the current provider. As a sales coach, it is your job to practice these tough conversations with your salespeople. When they come back from a sales pitch and say, “I think they really liked what we presented,” ask them what that means exactly. Did they get a defined next step? What did they say about the decision-making process, etc.? Salespeople who have effective sales pitches on a regular basis recognize but manage their own need for approval and do not allow it to get in the way.

• Salespeople must follow a defined sales process to have consistent sales meetings that turn into effective sales pitches and then into long-term relationships. An effective selling system will guide a salesperson to fully uncover:

  • Does the prospect have compelling reasons to take action quickly? How much is the problem costing them?
  • Will they invest the time, money, and resources to solve a problem they have or the problem they see coming? Will they invest that time, money, or those resources in a timely fashion, or are they in the information-gathering mode?
  • What is the decision-making process exactly?
  • Will they move on from their current provider? Tip: Ask them to verbalize what they would say to the incumbent.
  • Will they be prepared to tell the salesperson “Yes” or “No” when the solution is presented? This is an agreed-upon step to avoid the “think it over” response.

• Salespeople have to close. That does not always mean closing the sale, but it does mean closing this step and securing a clear next step. There is always a next step, even if your salespeople are in a "one-appointment close" business. When salespeople master this step, they will have fewer meetings, and their close ratio will improve. Here are three strong closing questions that we recommend you practice with your salespeople:

  • "Do you think I understand your problem/challenge?"
  • "Do you believe I can help you with your problem/challenge?"
  • "Do you want my help?"

Want your salespeople to have more success? Follow this checklist for effective sales pitches!

Once the process is completed, no one revisits the plan, and typically, there is a non-existent or poor plan of inspection to make sure the key elements of the plan are being executed (assuming there is a strategic plan to support the numbers). There is rarely a discussion about what happens if the plan isn't being executed or there is failure to hit certain benchmarks throughout the year that indicate success in hitting the goals. Also, the goals may be set, but they are negotiable, and usually, nothing happens when the producer is failing to do what needs to be done to hit the goal.

The worst part of most strategic sales planning efforts is that at the end of the year, if producers are between 85% to 100% of their agreed-to goals, they will probably avoid any corrective actions and keep their jobs. This renders the whole idea of establishing goals essentially useless. And the truth—most salespeople really are not motivated by the process... or the goals. Team goals are sometimes eventually met, but only because a few met or exceeded the goals (80/20 rule).

Some may consider this sort of a strategic sales planning rant, but it is really just the truths I have observed over the years. Now let me share with you what I know is the key to this.

Your organization is perfectly designed for the results you are getting today!

Truthfully, our goal here is to prompt you to begin thinking about the results you are getting from your current strategic sales planning process. If you take a look at individual as well as collective results, are you happy with the outcome? Is the outcome as good as it could be if everyone hit their goal? Is everyone hitting the goal? If so (now this may appear to be contradictory), then maybe their goals are too low. If too many people are not hitting their goals, then maybe there is something wrong with either the process or the people. Regardless of the cause—if your team is not a high-performing sales team that consistently outperforms the previous year, then something is wrong!

Here are 10 truths that will help you improve your individual and collective strategic sales planning results:

1. "Motivation is an inside-out job" (Mark Victor Hansen)
2. Your salespeople, unless they own shares, don't care about reaching goals that help drive shareholder value.
3. Your salespeople have individual dreams, aspirations, and financial requirements that they do care about and want to achieve.
4. If you have the right people, their own drive for success will always exceed any goal/quest you present to them.
5. People want to have extraordinary lives—but they need the chance to define what extraordinary is!
6. People have to know what it means to be successful, and they need to know, in advance, what it means to fail.
7. If you raise the bar, the right people will work to clear the bar.
8. If you give people minimum standards for performance, 80% of the time they will perform to the minimum standard rather than to the goal.
9. If you take the time to have personal goal discussions with your people, then take the time to:
   
   1. Have supporting activity discussions
   2. Schedule time to revisit the plans—regularly
   3. Find out to what level they will manage themselves
   4. Get permission to coach them the moment you see they are failing
   5. Set the bar for extraordinary and clearly discuss that anything short of the agreed-to objective is failing
   6. Discuss the disciplined approach you will take to help them succeed
10. Catch them early. At least 80% of your salespeople, maybe even all of them, at some time in the year, will begin to fail in executing the plan. Catch them early, address it, agree to a plan of action, and then take action.

It is early in the year, and now is the best time to make sure that your strategic sales planning is based on a strong foundation of truth. Let us know how we can help.

Sales Prospecting Tips

“Success is the sum of small efforts, repeated day in and day out.” – Robert Collier

1. Respond promptly: 63% of buyers expect a response to their inquiry the same day. (Training Industry)
2. Make the calls: Pick up the phone and call someone. Do it again and again, every day.
3. Leverage reviews: Ask for testimonials and introductions from top clients. According to Training Industry, 69% of small businesses rely on reviews first to select potential providers.
4. Stay committed: It takes 14 attempts to reach a contact, but most salespeople give up after 3-4 attempts. If you are simply more committed than the salesperson sitting next to you, you will see greater success.
5. Love the word ‘no’: Qualify prospects early to avoid wasted time.
6. Use tools: Scorecards can save time by identifying high-quality leads. Download our free Prospect Scorecard here.
7. Determine the decision-makers: Present only to those with the authority to say yes or no.
8. Qualify priorities: Always close the initial call with this question – “Is your problem just a problem, or is it a priority?” That will help you better qualify prospects.
9. Bridge the generation gap: Tailor your approach based on generational preferences—boomers value connection, Gen X appreciates efficiency, millennials expect transparency, and Gen Z thrives on authenticity and digital tools.

Sales Planning Tips

“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry

10. Create a work plan: Put your 2025 work plan (not business plan) in writing, sign and date it, make a copy for you and your manager, review it during each and every coaching session. We have a sales work plan template you can download, here.
11. Be consistent: Commit to measurable weekly activities for business growth.
12. Guard your time: Treat appointments with yourself as sacred.
13. Follow the process: Avoid rushing to close; qualify leads and understand their needs.

Selling Tips

“The best way to predict the future is to create it.” – Peter Drucker

14. Be personal: Use technology, but don’t rely on automation.
15. Hold your value: Don’t sell off of price or discount. If you are selling a quality product, believe in the quality and don’t waver. Not every prospect is going to be a fit for your business and that’s okay. Go find more that do and don’t settle.
16. Focus on helping: Stop worrying about selling somebody something and start worrying about helping somebody. Simply have a goal of making somebody smarter for having met with you.  Try to find some way to help them.
17. Create urgency: Salespeople should have a reasonable sense of urgency around selling. Managers should create a reasonable sense of urgency with your salespeople/teams.
18. Consider these 3 non-offensive closing questions: Do you believe I fully understand the business challenges you have shared? Based on what I have shared with you, do you believe I can help you with these problems? Would you like my help?

Sales Mindset Tips

“Whether you think you can or think you can’t, you’re right.” – Henry Ford

19. Pursue with purpose: Remember – your ability to pursue greatly exceeds the prospect’s ability to ignore.
20. Value time: There is no such thing as time management; time manages itself very well. Everyone gets 1,440 minutes each day no matter how great or how poor a time manager we are. Use it wisely.
21. Find your fuel: Discover your motivation and let it drive you.
22. Stay the course: If you aren’t willing to do whatever it takes to be successful, then you have what we call “conditional commitment.” Great salespeople are committed to doing what is required to be successful—even when the going gets tough.
23. Celebrate wins, and learn from every loss.
24. Be curious: Talk to your prospect like you are talking to your best friend or a family member. Have a conversation- ask questions, be inquisitive. Don’t let the pressure of selling something distract you.
25. Support your team: Encourage and support each other each and every single day.

Go write that first chapter of 2025 and make it an extraordinary year!

Author:
The Team at Anthony Cole Training Group

Perception

Over the last 30 years, I’ve observed that salespeople tend to categorize all sales calls based on their products or services:

• Lenders often start sales calls by discussing whether the client needs a loan or how they can access capital.
• Employee benefits consultants focus on improving coverage and pricing.
• Property and casualty agents zero in on risk vulnerabilities, assessments, and price.
• Investment advisors prioritize discussions about maximizing returns, minimizing taxes, or reducing financial risk.

These approaches stem from our perception of what the client wants or needs. This perception typically arises from two factors:

1. Years of experience in the business.
2. The prospect's initial words during the setup of the meeting.

However, this perception can be flawed for two reasons:

1. Years of experience don’t reflect the current reality.
   Golf provides a great analogy. Every round is different—weather, fairway conditions, green rolls, and pin placements constantly change. Similarly, sales situations are dynamic, and relying solely on past experiences can lead to missteps.
2. What the prospect tells you initially is rarely the whole truth.
   It’s not that they’re lying, but they often describe symptoms rather than the root problem. Or they may present a problem that’s a byproduct of a larger issue.

To overcome these limitations, we must broaden our thinking and question our initial perceptions. By doing so, we can better identify the actual problems we need to solve.

Consistency

Top-performing salespeople demonstrate the importance of consistency. Research shows that 80% of the top 25% of salespeople follow a consistent sales process. What does this entail?

• Milestone-centric processes: Their approach is systematic, ensuring each step leads to a decision. This eliminates indecision and delays.
• Documentation: They record what happens at each step to track progress and identify gaps.
• Data analysis: They evaluate data to pinpoint choke points that hinder faster, higher-margin sales.
• Modeling success: They use data to replicate success consistently.

This mirrors the habits of a good golfer. Great golfers approach each shot systematically: they position their hands consistently, align correctly for putts, and maintain focus. Their methodical approach leads to lower scores and better performance compared to inconsistent players like me.

Commitment Matters

I’d love to improve my golf game, but I know it takes a deeper commitment than what I’m currently giving. Similarly, if you’re looking to improve your approach to selling—selling more, faster, and at better margins—it might be worth reflecting on how your level of commitment aligns with your goals.

Read & Share our Top 25 Sales Tips of 2025

Top Sales Management Content of 2024: 

From Tony's Blog

Gain leadership insights and strategies for driving sales team success with these management-focused articles.

1. Leading a Sales Team: 10 Keys to Success (Part 1)
2. 7 Steps to Improve Your Outbound Sales Strategy
3. Leading a Sales Team: 10 Keys to Success (Part 2)
4. Using Sales Enablement Tools and Technology to Add Value to Relationships
5. Sales Prospecting Tactics

Top Sales Training Content of 2024: 

From our Sales Brew

Share these links with your team to help them enhance their sales skills with expert tips and actionable strategies from top-performing salespeople.

1. 24 Sales Tips for 2024 – From Our Sales Experts
2. The Most Common Sales Objections | Part 1
3. 5 Habits of the Best Salespeople
4. 5 Tips for Asking Your Prospect Better Questions
5. The Importance of a Quarterly Review

Top Sales Videos of 2024:

Watch these engaging videos from our sales experts to learn practical sales techniques that close deals and build relationships. Subtitles included!

1. The Most Common Sales Objections | Part 1
2. Conversations to Avoid on the Initial Sales Call
3. The Most Common Sales Objections | Part 2
4. Referral-Based Selling: How to Ask
5. The Art of Closing a Sale

Top Free Resources of 2024:

We work hard to provide a large amount free resources for sales execs and salespeople. See our most popular resources of 2024 below! 

1. eBook: Better than the Best Prospecting Book Ever Written
2. eBook: Achieve Sales Team Excellence
3. Recorded Webinar: Cultivate Profitable Customers using Sales Technology
4. Weekly Email Subscription: Sales Brew
5. Worksheet: Personal & Business Work Plan

Thank you for being a part of our community in 2024. We’re excited to continue providing quality sales training and management content to help you grow your business in 2025. Here's to another year of growth and success!