sales process
This lesson adds more information to my last video on team members avoiding conversations due to a fear of the outcome. Providing team members with a process that can serve as a template for all their conversations is one way to give support and improve both sales and customer service … Read more
In our 2025 Survey on Phone and Video Communication Trends, CEOs and senior executives shared honest insights into how their teams are using voice and video today. Alongside success stories, two persistent challenges appeared again and again: A deep reluctance to contact prospects because of fear of the outcome. A … Read more
In my last post, The Truth About Scripting: Why Your First Sales Calls Should Be Shaky, I shared why those early, awkward calls aren’t a sign of failure but rather an essential part of finding the best possible script. Now, let’s talk about what happens next. Because while the first calls … Read more
Even after decades of cold calling, I still get stage fright. It doesn’t matter that I’ve designed the script, thoroughly researched the product or service, and have a solid list of qualified leads. The nerves are still there. My heart beats faster. My mind races with the unknowns. And I … Read more
In the past year, I’ve been a prospect—and ultimately a purchaser—fairly often. I’ve been making some major home repairs, replacing important technology, and interviewing suppliers for things I plan to do in the near future. Throughout each meeting and conversation, my curiosity is fully engaged. My awareness is not only … Read more
Late on Wednesday afternoon, my business phone rang. Being “The Phone Lady”, I answered it. The person at the other end gave me their name, their company (one of Canada’s large telecoms), and verified my identity. My reply was immediate: “I’ll let you know right away that I’m not currently … Read more
This past week the word ‘collaboration’ has been on my mind. It applies to many of the challenges our world is facing today. Where I live, the provincial and municipal governments, which should be vibrant examples of partnership, are tragically miscommunicating about one of our most urgent problems – homelessness. … Read more
As the long summer days of August come to an end, my new role as a sales development representative with a learning and development company is in full swing. In my previous update, I was excited to have just completed my very first sales call and had a positive conversation … Read more
“You’re trying to sell to Fortune 500 companies?? And you’re doing this all by yourself, with NO experience? WOW, I couldn’t imagine being thrown more into the deep end than that!” I was on a call with a sales professional I had connected with after reading his book, and he … Read more
I’m pleased to introduce you to Tegan Samija. With a series of posts, she’s going to share with us, in real-time, how she navigates learning to sell … everything from picking up the phone, speaking with potential clients and booking meetings. I’m joining her on this journey as her occasional … Read more
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 Clear, author of the best-selling … 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 the other end and the … 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 caught my attention. With no … 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 feedback and hearing their answer. … 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 back on the very early … 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 quickly. It also reveals trends … 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 conversation. Don’t be afraid to … 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 – when there are exams to … 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. We can do it anytime. … 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 negative self-talk to get in … 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 to a prospect’s challenge was … 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 why hadn’t an enthusiastic “yes” … 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 emails and a phone message, … 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 days, it was an awkward … 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 you’ve only been in business … 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 would, find time to listen … 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. What would you do? Some … 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.” “They likely need more time … 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 do” list), I decided to … Read more
To celebrate 20 years of The Phone Lady, we're revisiting what truly makes communication meaningful. Every second week, we'll share a bit of wisdom to remind us that small shifts in how we speak, listen, and connect make a big difference. (You'll also receive access to our Exclusive Resources, including 4 ebooks.)