1 00:00:10,720 --> 00:00:13,810 Hey. Hey. And welcome to this week's episode of On Your Terms. 2 00:00:13,810 --> 00:00:23,800 I'm so excited to talk sales calls today because I was actually kind of surprised once I got into this episode, I started, like, geeking out and remembering what sales calls we're like for me, and a lot of 3 00:00:23,800 --> 00:00:25,030 stuff came up. 4 00:00:25,030 --> 00:00:30,620 So, originally, when I had planned this episode, I was just going to teach you, like, three things to avoid, and that was it. 5 00:00:30,640 --> 00:00:38,740 But instead, it really morphed into an episode where I teach you three things to avoid on sales calls for legal reasons, but also your just mental health and sanity. 6 00:00:39,400 --> 00:00:47,980 But I also go into actually how I ran sales calls and how I used to get a lot of sales and, what we call in the biz, conversions. 7 00:00:48,060 --> 00:00:50,410 They were highly converting sales calls. 8 00:00:50,410 --> 00:00:51,940 They were very successful. 9 00:00:51,940 --> 00:01:01,420 And I do think that it's because over time I worked through the system and kind of came up with, not only the pre-qualifying and then the onboarding to the sales call, but then actually how the sales call 10 00:01:01,420 --> 00:01:02,560 itself ran. 11 00:01:02,590 --> 00:01:10,480 And so, in the end of this episode, I actually share with you all the questions, the way I used to structure it, all the questions I used to ask them. 12 00:01:10,480 --> 00:01:17,350 And then, I'm giving you all three of the email templates that I used to use to kind of onboard people to my sales call. 13 00:01:17,350 --> 00:01:27,190 In addition to the video training that I shot for you on how to implement these and how to use them to really get on the phone with highly qualified targeted leads, so you're not wasting your 14 00:01:27,190 --> 00:01:35,230 time with boundary barging people, but also just not wasting your time, period, in your business because your time is very precious both in your business and elsewhere. 15 00:01:35,920 --> 00:01:39,610 And so, it's important to me, you know, that we're making the best use of this. 16 00:01:40,090 --> 00:01:49,550 So, time is a very highly non-renewable resource to you, and it's very serious to me that you're using it the best way you possibly can in your business. 17 00:01:49,550 --> 00:01:52,090 So, I'm really excited to dive into it. 18 00:01:52,090 --> 00:02:01,570 In this week's episode, we're talking about whether you can give advice and how you navigate the advice, information education line on sales calls, about taking payments 19 00:02:02,170 --> 00:02:07,080 on sales calls, and even how to navigate those people who get on to a sales call. 20 00:02:07,080 --> 00:02:16,330 And try to take the lead, and how you can get more comfortable with really stepping into your power as a CEO, as the founder of your business, who's there to lead the 21 00:02:16,330 --> 00:02:20,260 conversation and really make an empowered sale if it's right for the both of you. 22 00:02:20,680 --> 00:02:24,250 So, I'm very excited to get into this episode. 23 00:02:24,250 --> 00:02:25,930 Just a little behind the scenes update. 24 00:02:25,930 --> 00:02:29,650 I know that you'll be listening to this as the holidays are approaching. 25 00:02:29,650 --> 00:02:37,830 So, for most of November and December, we're calling it Hugo season here in the business, but I'm taking pretty cozy time. 26 00:02:37,840 --> 00:02:42,550 I mean, I'm working a ton, I'll admit, but it's all more behind the scenes stuff. 27 00:02:42,940 --> 00:02:52,780 And so, I pulled the plug on any other, you know, live events that I had this year, and promos outside of people hiring me to come in and speak to their groups and do trainings, and schools, and 28 00:02:52,780 --> 00:02:54,070 these kinds of things. 29 00:02:54,070 --> 00:02:57,580 But, otherwise, I'm not doing any sorts of live webinars or anything like that. 30 00:02:57,580 --> 00:03:04,600 You can always watch my free legal training, Five Steps to Legally Protect and Grow your Online Business down in the comments or in the description. 31 00:03:04,600 --> 00:03:08,530 But I am not doing some of that outward facing stuff. 32 00:03:08,530 --> 00:03:16,630 And so, the idea is that I'm kind of catching up on some super massive growth over the last-year-and-a-half. 33 00:03:16,630 --> 00:03:23,250 It's been kind of insane and it's, honestly, just felt like I was keeping up for a lot of the last-year-and-a-half plus. 34 00:03:23,250 --> 00:03:26,890 So, it's a lot of that and more team building. 35 00:03:26,890 --> 00:03:35,200 So, I kind of a year ago had hardly anybody working for me, if anyone at all, to having, like, a full fledged team of people and that's only growing. 36 00:03:35,200 --> 00:03:39,790 And from what I can see and what I'm planning for, it's only going up from here. 37 00:03:40,210 --> 00:03:45,140 So, it's pretty wild, I'll admit, but it's been a really, really fun ride. 38 00:03:45,140 --> 00:03:52,190 And I'm just extremely grateful for you being here and for you listening and sending kind messages and emails and all of the things. 39 00:03:52,190 --> 00:03:53,200 I love hearing from you. 40 00:03:53,200 --> 00:03:56,890 I love hearing whether you're listening to On Your Terms, so please tell me when you do. 41 00:03:56,890 --> 00:04:02,100 And if something is impactful for you or you took something good away from it, it's so helpful for me to hear. 42 00:04:02,110 --> 00:04:09,430 Don't ever take that for granted, because I also want to make sure that I'm giving you stuff that's actually helpful to you, because that's my goal. 43 00:04:09,460 --> 00:04:11,290 That's why I'm here. 44 00:04:11,290 --> 00:04:15,660 So, with that, I'm going to let you go listen to this episode and I hope you enjoy it. 45 00:04:15,670 --> 00:04:21,830 I'll see you on the other side. 46 00:04:21,830 --> 00:04:27,000 So, let's talk three things you should never do on a sales call and what you should do instead. 47 00:04:27,020 --> 00:04:36,920 I thought about doing this episode because I do get a lot of questions from people about, you know, "I was on the phone the other day and someone asked me this and I didn't know how to respond." Or, "Am I allowed to give 48 00:04:36,920 --> 00:04:46,070 people some advice on our sales calls?" Or, "Should my sales calls be kind of, like, mini-previews of what it's like to work with me as a coach?" So, I see people 49 00:04:46,370 --> 00:04:52,880 struggling with what exactly they should do on sales calls, what's safe, what's not, and everything in between. 50 00:04:52,880 --> 00:04:58,880 So, the issue really is that sales calls can land you in legal hot water, too. 51 00:04:58,880 --> 00:05:07,490 So, I've talked about this before, but a lot of people tend to think wrongly that you can only get in legal trouble for things that you work with clients on. 52 00:05:07,810 --> 00:05:12,350 Like, only a client could sue you or only a problem could come from a client. 53 00:05:12,740 --> 00:05:21,860 And although that's more likely, for sure - and even that, by the way, is highly unlikely - if it was going to happen, it would happen more likely from a client, if that makes 54 00:05:21,860 --> 00:05:22,940 sense. 55 00:05:22,940 --> 00:05:32,410 But legal trouble can also come from just somebody who reads your content, someone who listens to your podcast - so we have a disclaimer on the podcast - somebody 56 00:05:32,930 --> 00:05:36,860 who reads a blog post, watches your YouTube episode, is on a sales call with you. 57 00:05:36,990 --> 00:05:46,880 Like, there are a lot of different places where we're posting content, we're sharing tips and advice, and all of that kind of stuff or whatever, we call it information education, and it's possible 58 00:05:46,880 --> 00:05:53,070 that somebody takes this information or they take something that you say to them on a sales call and then they go and implement it. 59 00:05:53,090 --> 00:05:56,320 It doesn't go very well, and then they come back and blame you for it. 60 00:05:56,320 --> 00:05:58,520 So, we need to be just aware of it. 61 00:05:58,520 --> 00:06:04,930 And, you know, it's not my style ever to freak you out and to be like, this is something to be terribly afraid of. 62 00:06:04,940 --> 00:06:06,790 It's just something to be aware of. 63 00:06:06,800 --> 00:06:09,080 And then, we can, like, move on, right? 64 00:06:09,080 --> 00:06:13,910 So, we can all take that collective breath together. 65 00:06:14,480 --> 00:06:16,130 I don't want you to be worried about this. 66 00:06:16,130 --> 00:06:20,600 I don't want you to feel like this is another stressful thing or another thing you should be worried about. 67 00:06:20,630 --> 00:06:22,360 It's just something to be aware of. 68 00:06:22,370 --> 00:06:23,710 I'm just bringing information. 69 00:06:23,720 --> 00:06:27,320 This is just information, just data. 70 00:06:27,320 --> 00:06:35,240 So, I don't want you to be on sales calls and feel uncomfortable or feel unsure of what you're to say or anything like that. 71 00:06:35,240 --> 00:06:42,110 So, today's episode is just a quick hit in helping you understand, at least at the very least, what you definitely should not do. 72 00:06:42,110 --> 00:06:49,190 And then, I'm going to try to give you some substitutions and better ideas or safer ideas of what you could do instead. 73 00:06:49,190 --> 00:06:59,150 So, when people sign up for your calls who just want free advice - and, you know, the funny thing is that depending on what you do, you might not 74 00:06:59,150 --> 00:07:01,210 even be able to give advice, period. 75 00:07:01,210 --> 00:07:08,960 Like, whether someone works with you or not, let alone on a free sales call - it's really important that we keep this in mind. 76 00:07:08,960 --> 00:07:11,530 I mean, we should always keep our scope of practice in mind. 77 00:07:11,530 --> 00:07:21,020 Like, our scope of practice should kind of be this little thing on our shoulder that we carry around, and we're thinking about, and making sure that whatever we do from content to our actual programs 78 00:07:21,020 --> 00:07:26,510 to our podcast episodes, that everything's within our scope of practice. 79 00:07:26,510 --> 00:07:34,270 But remember that on a sales call, especially, or, I think, the other area of your business I would probably equate this to is when someone sends you a DM. 80 00:07:34,270 --> 00:07:43,480 So, I talk about this a lot on Instagram about saying, like, "Remember when people are sending you DMs, you really don't know who's behind the screen." I don't mean that, like, a creepy way. 81 00:07:43,490 --> 00:07:45,890 I mean, you don't know what their full story is. 82 00:07:46,190 --> 00:07:53,600 You don't know their full health history, their full financial history, their full business history, whatever it is. 83 00:07:53,600 --> 00:07:55,590 So, we definitely don't know anything. 84 00:07:55,590 --> 00:08:05,090 When people get on to sales calls, yes, they might have filled out a form, but the kind of idea behind is you don't have the full picture enough 85 00:08:05,090 --> 00:08:12,680 to give them anything more than just some connection information education, not advice. 86 00:08:14,090 --> 00:08:17,210 And, in fact, you might never be able to give them advice, depending on what you do. 87 00:08:18,770 --> 00:08:21,800 So, what are three things that you should never do on a sales call? 88 00:08:22,040 --> 00:08:26,100 Number one, you should never give advice on a sales call. 89 00:08:26,100 --> 00:08:36,080 And don't make recommendations because recommendations even are advice, because essentially you're looking at, like, two options or something like that, and you're making the decision for someone or suggesting 90 00:08:36,080 --> 00:08:37,660 what the decision should be. 91 00:08:37,670 --> 00:08:43,490 And you really can't do that without having the full breadth of knowledge like what I'm talking about. 92 00:08:43,490 --> 00:08:53,030 So, instead of giving advice and instead of making recommendations, I always recommend to treat it more like an intake call, and a getting to know you call, and a 93 00:08:53,030 --> 00:08:54,370 connection call. 94 00:08:54,370 --> 00:08:58,940 I like when people call them even connection calls because I feel like that's a better use of the term. 95 00:08:58,940 --> 00:09:08,900 Even a sales call, I mean, it's there to try to make a sale, meaning that you want to make the sale, but you also want to make sure that it's right for the customer and the customer wants to make sure that the 96 00:09:08,900 --> 00:09:10,100 product is right for them. 97 00:09:10,130 --> 00:09:13,100 That doesn't involve advice. 98 00:09:13,100 --> 00:09:14,730 So, we want to treat it more like an intake. 99 00:09:14,730 --> 00:09:18,830 And we want to be collecting data and information about this person. 100 00:09:18,830 --> 00:09:20,090 We want to be asking a lot of questions. 101 00:09:20,770 --> 00:09:24,820 Doing more listening than talking, because advice also requires you to talk a lot. 102 00:09:25,360 --> 00:09:34,810 So, if you're running a sales call properly, you really should be taking in more information and probably just listening, holding space, 103 00:09:34,840 --> 00:09:41,870 maybe getting more curious, going a little deeper with some of the follow up questions depending on what the person shares with you. 104 00:09:41,890 --> 00:09:51,520 The point is really to see whether your program, your course, your product is the right fit for them and will actually help 105 00:09:51,520 --> 00:09:53,590 them with what they're looking for. 106 00:09:53,680 --> 00:09:56,680 And in order for you to do that, you have to know what they're looking for. 107 00:09:56,710 --> 00:10:06,610 That's why in the sales call, we focus more on these questions, the connections, the prodding a little bit deeper than we 108 00:10:06,610 --> 00:10:09,160 do about the advice. 109 00:10:09,160 --> 00:10:19,030 If anything, as you're listening to people, especially on those types of calls and especially if you're an online coach of some sort or service provider, people are typically looking 110 00:10:19,030 --> 00:10:25,840 for some validation, not only in their experience, but as to you are the kind of person that could help them. 111 00:10:25,840 --> 00:10:29,550 And that doesn't come from you offering them advice on the call. 112 00:10:29,550 --> 00:10:34,960 That comes from, first of all, just listening and validating their experience, holding the space for them. 113 00:10:34,960 --> 00:10:44,230 But, also, maybe letting them know that this is something you've worked on before or telling them that that makes sense to you based on what you've seen and what you've heard. 114 00:10:44,230 --> 00:10:54,040 Maybe you can even share, depending on how deep this goes, how you have navigated this in the past with other clients, what you have seen, I think it would be nice to 115 00:10:54,040 --> 00:10:58,900 offer a little bridge of hope to say, "I have worked on this with other people. 116 00:10:58,930 --> 00:11:02,620 This is a little bit about what it looked like for them or for our work together. 117 00:11:03,970 --> 00:11:08,310 And here's how it's going now." I think that would be kind of a better way. 118 00:11:08,320 --> 00:11:14,780 Instead of being like, "The three things that you need to do with your life are A, B, and C." And then, they're supposed to run off and do it. 119 00:11:14,780 --> 00:11:24,280 That's really not the point of a sales call, but it's also not legally safe for you because you're not yet in a position to be able to take in all of the information that you would actually 120 00:11:24,280 --> 00:11:29,560 need to give that kind of feedback, that kind of advice. 121 00:11:29,560 --> 00:11:30,730 So, I think about this a lot. 122 00:11:30,730 --> 00:11:36,970 I don't give legal advice because I don't offer any legal services and I'm not practicing as an attorney anymore and all that kind of stuff. 123 00:11:36,970 --> 00:11:38,980 I sell legal templates. I sell legal products. 124 00:11:39,100 --> 00:11:48,640 But when people kind of push me on it, I will explain that, first of all, this is safe for them, too, by the way, so you can explain this to your clients 125 00:11:49,210 --> 00:11:50,650 . 126 00:11:50,650 --> 00:12:00,010 We have this joke as lawyers that everyone will contact a lawyer, especially who does 127 00:12:00,440 --> 00:12:03,990 estates like wills and trusts, and they'll say, "I have a simple will. 128 00:12:03,990 --> 00:12:06,460 I just need you to draft a simple will." Everybody thinks they have a simple will. 129 00:12:06,910 --> 00:12:08,620 Hardly anyone does. 130 00:12:08,620 --> 00:12:13,270 And so, I feel the same way when I get these emails all the time, people will be like, "Super simple question. 131 00:12:13,270 --> 00:12:17,060 Real quick." And then, it's always this super complicated question. 132 00:12:17,080 --> 00:12:19,540 Sometimes it's that they don't know what they don't know. 133 00:12:19,540 --> 00:12:23,200 And so, they don't even know that they're asking a complicated question. 134 00:12:23,200 --> 00:12:33,190 But the point is, and if someone's ever upset about it, about me saying I can't answer that is that, I think about I would need to know how you file your taxes, what your relationship 135 00:12:33,190 --> 00:12:41,320 status is, whether you have any other jobs, what last year's taxes look like, what's going on in your business, where you're located, where your client's located. 136 00:12:41,750 --> 00:12:43,480 Like, I would need to see your contract. 137 00:12:43,480 --> 00:12:45,630 I would need to read all the emails between the two of you. 138 00:12:45,640 --> 00:12:48,190 I would have to listen to the phone calls or interview you. 139 00:12:48,190 --> 00:12:50,020 You know, there would be so many things. 140 00:12:50,020 --> 00:12:52,660 And that's what a lawyer does. When you hire a lawyer, this is what they do. 141 00:12:52,660 --> 00:12:54,070 It's a little bit, like, investigation. 142 00:12:54,070 --> 00:12:56,300 They read all the documents. They talk to the people. 143 00:12:56,300 --> 00:12:57,400 They do the research. 144 00:12:57,970 --> 00:13:05,110 But if you're not able to do that fully for someone, then you're in no position to be offering advice. 145 00:13:05,110 --> 00:13:11,800 So, I think that it's just a good way to start off to say, don't offer advice, don't make recommendations, treat it more like an intake. 146 00:13:11,800 --> 00:13:18,010 And if you're wondering what kinds of questions you should ask, I'm actually going to share that towards the end. 147 00:13:18,010 --> 00:13:22,210 The second thing you should never do on a sales call is take payment over the phone. 148 00:13:22,660 --> 00:13:30,120 So, I think that it is just unsafe for you to ever take possession of someone's personal financial information. 149 00:13:30,120 --> 00:13:32,200 And we're already dealing with so much data. 150 00:13:32,200 --> 00:13:41,710 And I think that people think that because we have online businesses or maybe you think you have too small of a business or something, data breach rules don't apply to you 151 00:13:41,710 --> 00:13:47,420 or PCI compliance issues don't apply for you, that's payment card industry. 152 00:13:47,420 --> 00:13:50,440 You might think that these things don't apply to you, but they do. 153 00:13:50,440 --> 00:14:00,130 And what I always tell my customers and the people in my community is that, at the end of the day, you own the business, you run the business, and you are responsible for what 154 00:14:00,130 --> 00:14:01,850 happens as a result of your business. 155 00:14:01,870 --> 00:14:11,230 So, if there's a breach, if there's a leak, if there's a compromise of some sort, you're going to get roped into this and you're going to have to answer questions and provide some documents and do the 156 00:14:11,230 --> 00:14:19,480 things. And so, we want to take as many steps as possible to keep people's information safe or just never take possession of it. 157 00:14:19,480 --> 00:14:29,410 I know that some people, especially some business coaches, will kind of promote you taking cards over the phone or forcing people to pay - not forcing - 158 00:14:29,410 --> 00:14:34,540 but backing them into paying on a Zoom call or a sales call or something like that. 159 00:14:34,990 --> 00:14:36,580 Personally, I don't agree with it. 160 00:14:36,580 --> 00:14:46,190 First of all, as a part of the strategy, I'm just like, "I want to work with people who want to work with me." Not because they feel like I have to give you my card right now or she'll never speak to me again. 161 00:14:46,210 --> 00:14:55,600 But the other reason is because I don't want to take possession of anybody's personal financial information or business financial information. 162 00:14:55,600 --> 00:15:05,350 So, one of the other legal reasons is that because you're not actually seeing the card or maybe even the person if it's just a phone call or something like that, it could put you in a tough legal 163 00:15:05,350 --> 00:15:13,340 spot. Because, first of all, it's easier for people to claim fraudulent charges when the card is not present when it's charged, like when it's not swiped, tapped, whatever. 164 00:15:13,360 --> 00:15:22,190 So, when it's digitally input by somebody who's not present with the cardholder or the physical card itself, that presents some legal issues. 165 00:15:22,210 --> 00:15:25,060 And so, I don't want that to happen for you. 166 00:15:25,060 --> 00:15:32,830 And, instead, I would rather you hand this off to a PCI compliant, that's the payment card industry compliant software or processor. 167 00:15:33,100 --> 00:15:42,950 So, making sure that whatever you're using to process cards, which I would hope and assume that most of the major ones are - but, obviously, do your due diligence and just double check and make sure. 168 00:15:42,950 --> 00:15:50,560 I'm sure they say it all over their website if you Google or search it on their actual website - you just want to let them handle payment, that would be my recommendation. 169 00:15:52,070 --> 00:15:57,610 Just so you know, I typically recommend that after a sales call, you follow up with an email. 170 00:15:57,610 --> 00:16:00,090 You can even automate this process, but that you follow up. 171 00:16:00,100 --> 00:16:05,770 And if the person, by the way, says yes to you on a sales call, you would follow up by saying, "Great. 172 00:16:05,770 --> 00:16:10,390 Here's a link to your contract to review and sign at your convenience. 173 00:16:10,390 --> 00:16:19,120 And then, here's the link to your payment." You make both of those available at the same time because people need to know what the terms are of something when they're agreeing to it. 174 00:16:19,120 --> 00:16:23,800 They can't only see the terms of the contract later after they pay. 175 00:16:23,800 --> 00:16:26,260 And so, we would send them this. 176 00:16:26,260 --> 00:16:27,970 Or, you know, it can come from two different emails. 177 00:16:27,970 --> 00:16:34,980 But the idea is that it gets there roughly at the same time or at least that they have the opportunity to review your contract terms before paying. 178 00:16:34,990 --> 00:16:40,180 And we let them use the processor that you use, like PayPal or Stripe, or whoever. 179 00:16:40,960 --> 00:16:43,540 So, that's what I would do for number two. 180 00:16:43,540 --> 00:16:47,650 Instead of taking payment, I would allow somebody else to process this for you. 181 00:16:47,680 --> 00:16:51,400 Just don't even run the risk of taking possession of people's financial information. 182 00:16:57,280 --> 00:17:07,150 Have you ever gotten on a sales call with a potential client and walked away from it disappointed that they weren't respecting your boundaries, weren't honoring your scope of practice, or that they had the wrong idea 183 00:17:07,150 --> 00:17:10,410 about what it is that you actually do in your business. 184 00:17:10,420 --> 00:17:20,380 You know, the ones like it tend to get real cozy in the Zoom meeting and then start to challenge your scope of practice, ask for coaching advice on the discovery call, which is a legal 185 00:17:20,380 --> 00:17:22,600 no-no that could land you in legal hot water. 186 00:17:23,080 --> 00:17:28,600 Or they just booked the call so they can just pick your brain without ever picking up their wallet. 187 00:17:28,600 --> 00:17:32,560 I call them scope pushers because they like to push the boundaries of what you'll do for them. 188 00:17:32,650 --> 00:17:42,580 And these people usually win awards for client least likely to pay you on time, or client most likely to sue you should they ever encounter a problem with you, or the 189 00:17:42,580 --> 00:17:46,900 client most likely to sign up for a three month package only one month in to say, "Thanks. 190 00:17:46,900 --> 00:17:50,230 I got what I need. Please cancel those remaining payments." 191 00:17:50,230 --> 00:18:00,100 Here's the deal. I've helped thousands of entrepreneurs, coaches, and service providers, just like you, to avoid the wrong clients and only attract the amazing ones who pay on time, refer you to their friends, 192 00:18:00,100 --> 00:18:04,380 and respect your scope of practice, not to mention your office hours. 193 00:18:04,380 --> 00:18:14,290 I want to help you do the same thing, and that's why I created a totally free email template pack and video walkthrough called Pre-Qualify Before They Buy, which includes three attorney written email 194 00:18:14,290 --> 00:18:18,460 templates plus a video training to pre-qualify your discovery calls for better customers. 195 00:18:19,750 --> 00:18:29,680 Once you copy and paste the Pre-Qualify Before They Buy email templates and fire them off to potential clients, you'll get those scope pushing Freebie Hunters vanishing from your Calendly links before ever meeting 196 00:18:29,680 --> 00:18:31,150 with them virtually. 197 00:18:31,150 --> 00:18:36,680 Phew, which means that you get to say see it to future legal problems before they ever even happen. 198 00:18:36,700 --> 00:18:41,220 So, if that sounds like a slice of heaven that you need, then head straight to the link in the description. 199 00:18:41,230 --> 00:18:50,200 That's samvanderwielen.com/prequalify-oyt to get your free copy of the email templates and video walkthrough right now. 200 00:18:50,230 --> 00:18:59,800 That's samvanderwielen.com/prequalify.oyt to get your free copy right now so you can start enjoying stress-free discovery calls with ideal clients 201 00:18:59,800 --> 00:19:00,880 right away. 202 00:19:04,770 --> 00:19:12,830 Okay. The third and last thing that you should never do on a sales call is to let the person that you're on the sales call with take the lead. 203 00:19:12,830 --> 00:19:21,480 And this is really easy to do, especially if you're like me and I am the most non-confrontational lawyer on earth. 204 00:19:21,750 --> 00:19:26,280 I don't ever say anything about anything. 205 00:19:26,280 --> 00:19:36,150 One time I actually was on a podcast, I was being interviewed on someone's podcast and we were, like, several minutes into the podcast when I realized that this person, I think, she thought I 206 00:19:36,150 --> 00:19:38,510 might have been someone else and, in fact, thought I was an accountant. 207 00:19:38,510 --> 00:19:40,380 She thought I was a CPA and not a lawyer. 208 00:19:40,410 --> 00:19:44,900 And I had honestly considered not saying anything. 209 00:19:44,900 --> 00:19:47,460 Not because I wanted to pretend to be an accountant. 210 00:19:47,460 --> 00:19:53,310 I would have been really in deep doo doo when it came to having to offer any substantive advice. 211 00:19:53,580 --> 00:19:56,790 Although, I did take tax law in law school and it was on the bar. 212 00:19:56,820 --> 00:20:02,520 But I just didn't want to offend her and I didn't want to say anything and it felt so direct. 213 00:20:03,570 --> 00:20:07,420 If that tells you anything about me and my personality. 214 00:20:07,420 --> 00:20:13,470 By the way, I did very softly and quietly interrupt her to let her know, "I'm a lawyer. 215 00:20:13,860 --> 00:20:17,850 I just want to let you know." And I felt terrible about it. 216 00:20:17,850 --> 00:20:27,480 And so, with that being said, if you're like me and you want people to be happy and you want to smooth everything over all the time, or you're just like newer to 217 00:20:27,630 --> 00:20:34,140 business - I remember when I first ran sales calls, I felt like they just would sometimes run away from me. 218 00:20:34,140 --> 00:20:36,690 I think with time, you get better and better. 219 00:20:36,720 --> 00:20:42,540 But I have a couple of tips for you, if you don't mind, about how you can take the lead in a nice way. 220 00:20:42,540 --> 00:20:52,050 And I think it actually helps the conversation to be more productive and to move forward and to actually get the information that you need, let alone to also be legally safer for 221 00:20:52,050 --> 00:20:53,310 you. 222 00:20:53,310 --> 00:20:56,640 So, really, you want to take the lead in the conversation off the bat. 223 00:20:56,640 --> 00:21:01,720 Every once in a while, there will be somebody who you get on to a sales call with and they're like, "Hey, Sam. 224 00:21:01,720 --> 00:21:02,920 Great to meet you. Okay. 225 00:21:02,920 --> 00:21:06,540 So, here's my, like, 37 questions." And then, they just start off, right? 226 00:21:06,690 --> 00:21:08,910 Those are the ones we have to like really wrangle in. 227 00:21:08,910 --> 00:21:11,820 But also you can control it a little bit from the beginning. 228 00:21:11,830 --> 00:21:14,580 You can control the flow and you can set the boundaries. 229 00:21:14,580 --> 00:21:20,070 Those are really the goals with not allowing the other person to take the lead. 230 00:21:20,070 --> 00:21:29,340 So, for me, at least when I used to run sales calls and the way that I teach customers inside the Ultimate Bundle now and everything, is that, I like to start off by 231 00:21:29,370 --> 00:21:30,950 introducing myself. 232 00:21:30,950 --> 00:21:32,990 And this is not like your life stories. 233 00:21:32,990 --> 00:21:38,070 This isn't, like, how when you were seven, you were in gymnastics or something. 234 00:21:38,070 --> 00:21:44,310 I just want to let you know, maybe, how I'm qualified or what I do in the name of my company to remind people. 235 00:21:44,640 --> 00:21:48,240 And, really, you're kind of like, I help statement a brief thing. 236 00:21:48,240 --> 00:21:49,710 So, maybe like, "Hey. 237 00:21:49,710 --> 00:21:51,240 It's so nice to meet you. 238 00:21:51,510 --> 00:21:53,190 Hopefully, you know by now I'm Sam. 239 00:21:53,220 --> 00:21:55,890 I'm an attorney turned entrepreneur. 240 00:21:55,890 --> 00:22:05,120 So, I was a practicing attorney." And this is where I would use your story, especially for those of you who are navigating scope issues and you're trying to explain to people. 241 00:22:05,120 --> 00:22:15,020 Like, I have a ton of people in the Ultimate Bundle who were doctors, and nurses, and lawyers, and accountants, and all kinds of things who then are trying to navigate the scope of practice 242 00:22:15,030 --> 00:22:21,940 and explain what they were without also making it sound like you're then acting as that person. 243 00:22:21,940 --> 00:22:30,570 So, just saying something like, "I'm not sure if you had a chance to read anything about my background, but I used to be an attorney and I left the law in 2017. 244 00:22:31,280 --> 00:22:34,020 And so, I offer now, basically, two options. 245 00:22:34,020 --> 00:22:38,860 I have legal templates that you can purchase a la carte and then I have my Ultimate Bundle. 246 00:22:38,860 --> 00:22:46,210 And I spend my day helping people to navigate those products and creating content that's helpful for people to legally protect their businesses. 247 00:22:46,230 --> 00:22:48,560 And I'm just so glad to be here. 248 00:22:48,570 --> 00:22:51,110 And, now, I'd love to know a little bit about you. 249 00:22:51,120 --> 00:22:53,120 Like, what do you do?" Or It depends what you do. 250 00:22:53,120 --> 00:22:57,120 So, for me, I would start off by saying, "Can you tell me a little bit about your business?" 251 00:22:57,120 --> 00:23:03,590 And so, in those conversations and those first sets of questions, I was really asking for data and information. 252 00:23:03,590 --> 00:23:05,430 And I was taking notes on all of this. 253 00:23:05,460 --> 00:23:10,640 And I actually have a Google Doc of, like, thousands and thousands of entries of these calls that I had. 254 00:23:10,650 --> 00:23:17,680 So, it was great customer research as I move forward in my business and created the Ultimate Bundle and all of that. 255 00:23:17,680 --> 00:23:23,220 And I would ask them tell me a little bit about yourself, or tell me about your business, tell me where things are at. 256 00:23:23,220 --> 00:23:32,380 When I had my health coaching business, I would say, "Tell me a little bit about how things are going for you, health-wise or fitness-wise, or wellness-wise," whatever they were coming to me for. 257 00:23:32,380 --> 00:23:42,330 And depending on how the person answers, because some people are a bit more forthcoming than others, if it doesn't feel like it's enough information, you might want to say 258 00:23:42,330 --> 00:23:44,030 something like, "Awesome. 259 00:23:44,030 --> 00:23:47,160 Thanks so much for telling me that." Or, "That sounds really good. 260 00:23:47,380 --> 00:23:50,900 Could you tell me a little bit more about this issue?" 261 00:23:50,900 --> 00:24:00,690 So, you know, some people might have mentioned like, "I help busy moms work on fitness routines." And I'd be like, "That's awesome. 262 00:24:00,690 --> 00:24:06,090 Thanks so much. Could you tell me a little bit more about how you work with moms on their fitness routines? 263 00:24:06,090 --> 00:24:13,030 Like, what services and products do you offer?" So, I would kind of keep taking it a little bit deeper. 264 00:24:13,030 --> 00:24:17,830 And when people would give very substantive responses, I would summarize it back to them. 265 00:24:17,830 --> 00:24:22,450 I would mirror it back to them by saying, "So, basically, what you're saying is that you do this. 266 00:24:22,480 --> 00:24:25,750 Is that right?" And then, they would tell me yes or no. 267 00:24:25,750 --> 00:24:29,290 Or sometimes I'd find out a little extra nugget of information that was super helpful. 268 00:24:30,370 --> 00:24:38,350 And I found that that way of doing it was not only keeping the flow, it kept me within the scope, too, because I was asking them questions. 269 00:24:38,350 --> 00:24:39,700 They were clarifying questions. 270 00:24:39,700 --> 00:24:41,920 They were questions about getting to know them. 271 00:24:41,920 --> 00:24:51,640 It was kind of right fit questions, getting to are they the right type of person, type of business, is this something that they can prioritize for money sake, for time sake, 272 00:24:51,640 --> 00:24:53,590 for lots of different things. 273 00:24:53,590 --> 00:24:59,190 And making sure that they understood my scope really getting clear on what exactly they were looking for. 274 00:24:59,190 --> 00:25:08,500 And if they don't know exactly what they're looking for, at least what results they're looking for, what kind of support they expect, 275 00:25:08,500 --> 00:25:13,870 and seeing if these things are matching up with what you do so far. 276 00:25:14,260 --> 00:25:16,930 So, we go through all of these questions. 277 00:25:16,930 --> 00:25:24,910 I should have mentioned that before I get into those questions, I actually let them know very quickly how the call typically goes. 278 00:25:24,910 --> 00:25:28,350 So, going back to review, I introduce myself quickly. 279 00:25:28,360 --> 00:25:38,350 I then say, "Just to let you know, when I run these calls, the way that it typically goes is that we'll talk for about 20 minutes - " or however long you're going to talk "- and I'm going to ask you a lot of questions about 280 00:25:38,350 --> 00:25:42,090 yourself and hear about how you're doing and how things are going. 281 00:25:42,100 --> 00:25:52,030 And if it seems like it's a good fit, at the end, I'm going to share more with you about my - " like, if you have a program, you could say the program name or I'll share more about my services if you have like a number 282 00:25:52,030 --> 00:25:53,200 of different things. 283 00:25:53,200 --> 00:25:58,540 So, I would say like, "I'll share more with you about the Ultimate Bundle or my ala carte templates, if that's better for you. 284 00:25:58,570 --> 00:26:05,380 How does that sound?" And they'd say, "That sounds great." And then, I would say, "Tell me a little bit about yourself or your business," and then go into my questions. 285 00:26:07,030 --> 00:26:10,160 So, I think that that's like a healthy way to run the sales call. 286 00:26:10,160 --> 00:26:17,470 From there, depending on how their questions go, if you do, in fact, think that it's a good fit, then I would say, "Great. 287 00:26:17,470 --> 00:26:27,010 It seems like this is why." And I thought from a sales perspective, the thing that was the most helpful was pairing back specific things that they said in the sales 288 00:26:27,370 --> 00:26:32,710 call to what was specifically inside of my program that would be beneficial to them. 289 00:26:33,940 --> 00:26:42,490 So, they would say, like, "Well, I'm really getting stuck on this LLC piece, and I just don't understand whether I need an EIN first or whether I need an LLC first. 290 00:26:42,850 --> 00:26:52,540 And do I have to really get a business bank account and all of this?" And so, I understood that, first of all, clarity was important to them, and sequential steps, and just knowing what they needed to do, 291 00:26:52,570 --> 00:26:59,560 making things very easy and clear so that they could stop wasting their time, not waste money chasing around a bunch of different things. 292 00:26:59,560 --> 00:27:02,590 They were probably, like, Google lawyering themselves to death. 293 00:27:02,590 --> 00:27:12,460 And so, at the end, if I thought that the bundle was a good fit, I would connect those dots by saying, "You shared with me that it's felt really frustrating and overwhelming and confusing about 294 00:27:12,460 --> 00:27:13,510 how to do all these steps. 295 00:27:13,510 --> 00:27:23,320 And what's cool is that inside the bundle, I actually walk you through those step by step, and I even give you a guide checklist that's going to help you navigate these things and execute them 296 00:27:23,320 --> 00:27:25,780 without wasting time." 297 00:27:25,780 --> 00:27:35,620 So, you really want to pay attention to what they're saying for many different reasons, because you can actually connect the dots for them to show them exactly how they're going to get tangible benefits 298 00:27:35,620 --> 00:27:40,030 from your product or services based on what they share. 299 00:27:40,030 --> 00:27:49,480 And by the way, if you went through all of this, if you went through the sales call, and you asked all these questions, and you did all of these things, and you're not getting a good feeling or you get some answers that are 300 00:27:49,480 --> 00:27:58,600 uncomfortable, or they're asking you things outside your scope and you're not sure how to navigate it, I want you to go back and listen to Episode 20 of my podcast. 301 00:27:58,600 --> 00:28:08,440 Because in Episode 20 of my podcast, I talked about spotting and avoiding difficult clients ahead of time, and that includes people who just aren't going to respect your scope, or 302 00:28:08,440 --> 00:28:17,980 just aren't the right fit for you, or asking you to twist yourself into a pretzel in sales calls or in emails or whatever, asking you to change your programs, your pricing, your 303 00:28:17,980 --> 00:28:21,170 availability, your boundaries, everything else. 304 00:28:21,190 --> 00:28:25,840 So, you definitely want to go back and listen to 20 if you haven't already. 305 00:28:25,840 --> 00:28:28,510 But, essentially, that is how I ran sales calls. 306 00:28:28,510 --> 00:28:38,470 And as I shared with you back in Episode 20, one of the best things that I did when I was running sales calls for my company was that I 307 00:28:38,470 --> 00:28:48,430 implemented a little quick and easy automated three email template, three email system, where once somebody would book a free call with me, I set up the steps that I 308 00:28:48,430 --> 00:28:54,130 talked about in Episode 20 about pre-qualifying clients to even get on a sales call with me, and that was huge. 309 00:28:54,130 --> 00:29:04,000 But then, once they got through all those hoops, if they booked the call, it triggered a three email sequence that went to them that was written ahead of time, super easy, so I 310 00:29:04,000 --> 00:29:13,690 set it and forget it. And it was a three email series that walked them through what the call was going to look like, what it wasn't going to look like, what I do, 311 00:29:14,110 --> 00:29:21,110 what I don't do, what I have to offer, and even ask them to look over my products before we talked. 312 00:29:21,110 --> 00:29:23,610 So that they they were familiar with the price points. 313 00:29:23,620 --> 00:29:24,850 Nothing was a shock to them. 314 00:29:24,850 --> 00:29:26,590 I wasn't shocking them on the call. 315 00:29:26,620 --> 00:29:33,250 They understood. And they could also prepare by coming to the call with their questions about the product itself. 316 00:29:33,430 --> 00:29:40,130 So, we avoided completely this awkward end of sales call conversation that's like, "Oh. 317 00:29:40,130 --> 00:29:49,720 Now, that you've told me the price, I need to think about it." Or, "Now, that you've told me about the product, I need to go on your website and look at everything that's included to understand if it's right for me," because they had 318 00:29:49,720 --> 00:29:54,370 already looked at it ahead of time or should have because I prompted them to. 319 00:29:54,370 --> 00:30:04,300 And luckily for you, I am gifting you these three email templates plus a video training, where I'm walking you through how to implement and use these email templates to prequalify 320 00:30:04,300 --> 00:30:13,870 clients before they buy, so that you can totally avoid those boundary barging clients, whether you end up actually working with them or just on a sales call or even in your 321 00:30:13,870 --> 00:30:17,290 DMs. There's a lot that you're going to get out of these three email templates. 322 00:30:17,290 --> 00:30:19,270 You can utilize them however you want. 323 00:30:19,270 --> 00:30:23,100 They're going to be copy and paste, plug and play, free email templates for you. 324 00:30:23,110 --> 00:30:25,870 You can just download them using the link below. 325 00:30:25,870 --> 00:30:27,580 It's called Pre-Qualify Before You Buy. 326 00:30:27,580 --> 00:30:32,100 You'll see the link below in the description on my website. 327 00:30:32,100 --> 00:30:35,320 Or if you're watching on YouTube, you can see it down below in the description. 328 00:30:35,590 --> 00:30:38,640 But if you download it, let me know down in the comments. 329 00:30:38,650 --> 00:30:40,000 Let me know if you like it. 330 00:30:40,030 --> 00:30:41,730 I can't wait to hear what you think. 331 00:30:41,730 --> 00:30:51,020 And I hope that this episode was helpful in just illuminating some of the issues that can pop up on a sales call, some things that you should try to avoid, and what to do instead. 332 00:30:51,040 --> 00:30:54,790 So, I can't wait for next week's episode. 333 00:30:54,790 --> 00:30:58,210 I'm so excited to see you in next week's On Your Terms. 334 00:30:58,240 --> 00:31:00,640 Until then, come say hi to me on Instagram. 335 00:31:00,640 --> 00:31:01,850 I'm @samvanderwielen. 336 00:31:01,850 --> 00:31:09,000 And just thank you so, so much for listening to On Your Terms. 337 00:31:09,000 --> 00:31:11,460 Thanks so much for listening to the On Your Terms podcast. 338 00:31:11,490 --> 00:31:16,140 Make sure to follow on Apple Podcasts, Spotify, or wherever you like to listen to podcasts. 339 00:31:16,170 --> 00:31:23,160 You can also check out all of our podcast episodes, show notes, links, and more at samvanderwielen.com/podcast. 340 00:31:23,190 --> 00:31:30,150 You can learn more about legally protecting your business and take my free legal workshop, Five Steps to Legally Protect and Grow Your Online Business at samvanderwielen.com. 341 00:31:32,020 --> 00:31:37,320 And to stay connected and follow along, follow me on Instagram @samvanderwielen, and send me a DM to say 342 00:31:37,320 --> 00:31:47,860 hi. 343 00:31:47,860 --> 00:31:54,360 Just remember that although I am a attorney, I am not your attorney, and I am not offering you legal advice in today's episode. 344 00:31:54,360 --> 00:31:59,170 This episode and all of my episodes are informational and educational only. 345 00:31:59,170 --> 00:32:03,420 It is not a substitute for seeking out your own advice from your own lawyer. 346 00:32:03,430 --> 00:32:06,250 And please keep in mind that I can't offer you legal advice. 347 00:32:06,250 --> 00:32:10,360 I don't ever offer any legal services, but I think I offer some pretty good information. © 348 00:32:10,410 --> 00:32:11,040 2022 Sam Vander Wielen LLC | All Rights Reserved | Any use of this intellectual property owned by Sam Vander Wielen LLC may not be used in connection with the sale or distribution of any content (free or paid, written or verbal), product, 349 00:32:11,040 --> 00:32:11,260 and/or service by you without prior written consent from Sam Vander Wielen LLC.