The Phone Lady's Blog

sales process
Since March 30 I’ve been constantly thinking about an email I received from my dear friend and colleague, Natasha Marchewka. Natasha is definitely one of life’s constant learners and she’ll often send me things she’s discovered. In this case, it was a quote from James … Read more
In case you’d like to listen to this blog post, you can enjoy my audio version (I start at the 14 second mark.). – listen here. This past week I answered a call from an unfamiliar number in Ontario. There was a cheerful woman at … Read more
Did you know that curiosity can help us overcome a fear or anxiety? That it can show us a way to navigate stressful situations? Neither did I … until recently. While scrolling through available audiobooks on business topics at my local library, a particular title … Read more
Throughout my 17 years as The Phone Lady, I’ve preached the value of consistent follow up. We do the work of listening to our clients and creating proposals or quotes in a timely manner. We also need to do the work of learning from their … Read more
Forty years ago this month I made the decision to launch my own business. As a naïve 20-something there was so much I had to learn. The biggest lesson, and the most life-changing, was that I had to learn how to sell. When I look … Read more
One of the biggest privileges I have as The Phone Lady is listening to my clients’ conversations. It’s amazing to be trusted with such an intimate task. This allows me to fully customize my training and coaching, and supports my ability to produce desired results … Read more
Preparation is an essential element of storyfinding. It allows us to develop and ask great questions. The challenge is finding the right balance between scant and excessive research. The key to successful preparation lies in understanding how it supports our ability to discover more through … Read more
One specific spring day in 1980 was my biggest teacher in terms of preparation. Along with hundreds of other students, I’m in John P. Robarts Research Library (one of my very favourite places) at the University of Toronto. It’s one of those crunch times – … Read more
How do we become really good at something? Whether it is baking or golf or Minecraft, we all improve our skills by doing, by practicing. The same is true of sales. And we don’t need a special time or place to practice our sales skills. … Read more
What if I told you that you can increase your revenue this year by 10%, 25% or more? And what if I told you that accessing this additional revenue is easy? Would you at least give it a try? Or would you allow doubt and … Read more
In 2006, as I began to build The Phone Lady brand, I encountered a business protocol that really annoyed me. It was the request for a proposal. At the time I believed confirming new business should be possible with a detailed conversation. Once a solution … Read more
Recently a dear friend and colleague approached me looking for some sales advice. She was concerned about a potential client’s reaction – or lack of reaction – to a proposal she’d sent. She believed it was exactly what the potential client wanted, and needed. So … Read more
As 2020 ended and 2021 began I found myself in the midst of an unusual communication challenge. In mid-November, the head of a medical team filled out my website Assessment Form, looking for information on phone skills for front desk staff. Through a series of … Read more
This post is my 500th blog post! I’m amazed. Blogging sparked my curiosity about 10 years ago. When I began to write the stories and bits of advice, I had no clear vision of where I was going or for how long. In the early … Read more
Earlier this week I spent the morning with a group of brand new, energetic business owners. In one of the exercises we did together, they each estimated the average annual worth of their average customer. This is not an easy number to figure out when … Read more
One of the most important “tricks” to effective telephone communication lies in acknowledging this simple fact: every phone call is an interruption. While this was true when I began my career on the phone (1987), people still had “space” in their day. They could, and … Read more
Imagine that one morning next week you leave your home to go somewhere and find that your bicycle has been replaced with a motorcycle. Or your automatic car has been replaced with a standard. Or your SUV has been replaced with an 18-wheel tractor trailer. … Read more
Disciplined follow-up with potential clients is a challenge for most of us. For some reason, our negative self-talk gets a bit louder and more assertive when it comes to this task. Some of the things we tell ourselves include: “If they’re interested, they’ll call me.” … Read more
Several weeks ago Allison Smith of Dandelion Digital approached me with this question: Do you have resources on how to do this diligent research of ideal prospects? Since I did not have a downloadable resource to share with her (yes, this is now on the “to … Read more
Almost every small business owner I’ve worked with starts out keeping track of prospects using a spreadsheet. They carefully choose and set up the columns. Then they add to it weekly, sometimes daily, listing all the people they’ve spoken to and a bit of information … Read more
Persistence remains a challenging topic for the business owners, entrepreneurs and salespeople who work with me. For some reason, persistence and pestering get intertwined and while the two words may start with the same letter, they are not at all alike. The word persistence comes … Read more
In our house, CBC Radio is on most of the time. Sometimes I listen intently, sometimes bits of information enter my consciousness while I’m focused on other things. This is what happened on November 28. The Current was on and a panel was discussing the … Read more
There’s a vague image in my mind of standing in the middle of our high-ceilinged, converted-industrial-space office at Adelaide and Spadina in Toronto listening to a news story about future technologies. I’m guessing this was the mid-90s and the newscaster was saying that soon all … Read more
Many of us worry about whether we are “pestering” our prospects and clients. They agree to a follow-up conversation but when should we call? And how often? Two recent events provided me with answers to these questions and they may eliminate these concerns for you … Read more
As business owners, salespeople and customer service reps, our job is to create the clearest communication possible. Yet we often confuse, and sometimes alienate, clients and prospects when we present their options tangled up with our opinions. How do options and opinions get tangled up … Read more
When I stand in front of a group of entrepreneurs or salespeople and talk about persistence, almost everyone squirms in their seat. The discomfort around following up, making multiple calls and connections, is almost universal. Why? I think it’s about semantics, the words we use … Read more
The word “loyalty” has become strongly associated with marketing activities. There are loyalty cards and programs. There are special offers and prizes. Loyalty is something businesses strive to capture, yet, as illustrated in a recent post, don’t always know how to retain. Perhaps that’s because … Read more
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