3 Best Door to Door Sales Pitches of All Time

Sean Huckstep

Find out why you need a sales pitch, how to create your own, and see successful examples

Selling door to door isn’t the easiest job, 61% consider selling harder than it was five years ago. Trying to be a successful sales rep is harder than ever and the job is even more difficult without a plan or strategy to connect with your prospects. If you get nervous speaking to people or don’t know where to start, writing down examples of successful sales pitches is the best thing you can do.

What is a Sales Pitch and Why Do I Need One?

A sales pitch is a condensed sales presentation where a salesperson explains the nature and benefits of their business, ideally in less than one or two minutes. You may be more familiar with the term ‘elevator pitch’ instead. A sales pitch or elevator pitch is used to keep you organized and compelling in a conversation with a customer. You typically only have a few minutes when first knocking on someone’s door to explain how your product or service can relieve their pain points. This small window of opportunity is why you need to have a dialogue prepared to produce your desired outcome with any customer.

The same sales pitch doesn’t work for everyone. That’s why there are many different options that can cater more to your personality and selling style. Check out 3 sales pitches we find successful and start from there.

How to Create Your Own Sales Pitch:

  • Recognize your customers’ pain points (that you can solve).
  • Detail how your product or service improves your customers’ situation.
  • Throw in questions that relate back to their pain points.
  • Use a stat that resonates with your customer and offers stakes. Make it clear that they need your product or service to avoid future pain.
  • Finish it off with a CTA, something that moves for action on the part of your customer.

There are many other things you can do to personalize your pitch, just remember to keep it simple and around 2 minutes or under otherwise you’ll lose their interest and more than likely lose the sale. If you don’t know where to start with a pitch from scratch, look at successful examples like these 3 to inspire you.

Examples of Successful Sales Pitches:

The best sales pitches are short, sweet, simple, and start a dialogue. While your company may have a great backstory and amazing people, customers really want to know why you’re on their doorstep and if you can solve the pain points they have.

 

#1 Keep it Short:

You don’t need to tell your prospect everything you can do for them all in your first pitch. A perfect sales pitch should leave the prospect wanting more. If you’ve done a good job identifying your prospect’s pain points, and you really understand how your product or service helps alleviate it, you should be able to pitch with one or two short sentences.

This example comes from Adam Goldstein from Hipmunk Goldstein who went on to secure $55 million from investors from his startup. It just goes to show that you don’t need to always create a long and elaborate pitch to gain traction. This can easily be incorporated in a sales pitch, people like to know exactly what you can do for them in a short amount of time.

#2 Ask a Question Immediately

Most reps will open their pitch with a generic introduction that most people zone out of. But what if you mixed it up and asked an open ended question immediately that you know will get the prospects attention.

Here are a few questions that a qualified prospect might say “yes” to:

  • Have you ever noticed…
  • You know how…
  • I’ll never forget when…
  • You’re probably experiencing…
  • Doesn’t it seem like…

You can also reverse this. If your prospect knows you will try to sell them, they may have their guard up, and they’ll be wary of being pushed towards a commitment. So instead try to relate with them and ask a question that will help you connect with them and avoid the same pitches every sales rep makes.

For example, you could say something like:

“You’re probably paying twice as much in utilities since moving to your new house, right?”

“Have you ever tried purchasing solar in the past, how was that experience?”

#3 Build Connection—Reference Past Interactions

Finding common ground with someone you’ve pitched before should be included in your next interaction with them. Even if you haven’t chatted with this certain customer yet, finding common ground with them about where they live, something about their house, or something more casual like sports. The important part of this type of pitch is not starting the pitch about talking about yourself, your company, or service but about something that connects you to the prospect. Here are some examples:

In-person pitch:

“Hi there!

I noticed that you take really good care of your lawn…I use this special water mixture on mine…take care of it every week.”

“Hi!

I love the design of your house…when did you move into the area?”

“Hi again,

Thanks for your time last week. When you mentioned how frustrated you felt when filing a claim with your insurance after property damage I couldn’t forget it. I think I have something that will make your life a lot easier if you ever have hail damage again.”

These are the start of conversations you can form with people. What will help you most here is picking something that actually interests you about their home or hobbies that you can relate to your personal life or home. There are a lot of different avenues to take a sales pitch like this.

Email pitch:

“Hi Sarah,

Thank you for taking some time to speak with me over coffee at Dreamforce on Tuesday. Loved your booth design!

When you mentioned that you sometimes feel like you’re sending your proposals into a black hole, it struck a chord with me. I had that problem at my previous company, too.

Now at DocSend, I help other media companies – like Mic, for example – solve that problem, by giving them insight into who engages with the document and when.

I think I can help you prioritize deals that show more engagement. Can we talk about it next week sometime?

-Lisa”

Start Planning Your Sales Pitch Now

Whether you want to construct a sales pitch from scratch or use one of these proven examples, it’s time to come up with a sales pitch. Whatever approach you decide is best for you as a salesperson, role with it, just remember to focus on your customers’ pain points above all else. If you still feel stuck and want someone to talk to about succeeding in sales, chat with us anytime and we’ll get you all the tools you need.

Simplify Lead Tracking and Scheduling with improveit 360

Diana May-Jennings

SalesRabbit and improveit 360 integrate to improve your lead management process

improveit 360 is an enterprise CRM (Customer Relationship Management) software designed for pros across the home improvement industry. They offer both desktop and mobile applications to provide you and your teams with the most powerful tools for lead and customer management, appointment scheduling, sales and project management, and reporting. Manage and grow your home improvement business with ease with a customizable solution you can trust.

What does this integration do?

  • Create a Lead in i360
  • Update a Lead in i360
  • Create an appointment in i360

 What data is transferred into i360?

  • First Name
  • Last Name
  • Business Name
  • Phone Number
  • Alternate Phone
  • Email
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • Appointment
  • Notes

improveit 360 Integration Set Up

The following steps are required to set up the i360 integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.

Part 1: Form Creation

#1 Create a New Form. Make a section and import the following Lead fields.  Note: First Name, Last Name, Email, and Address are required. Other fields are optional.

#2 Turn on Custom Form Responses.

#3 Click on “Publish” Button and confirm.

Part 2: Create i360 ID Field

#1 Go to SalesRabbit and login. On the left hand side, click “Settings”

#2 Next, click on “Custom Fields”

#3 Create a field called “i360 ID” and make sure the text matches the screenshot.

Part 3: Configure i360 Integration

#1 Navigate to the Marketplace under “Integrations”(Must have admin access).

#2 Select the i360 Integration Card.

#3 Navigate to the “Configuration” tab and click “Enable”

#4 Select the i360 form you created from the dropdown and click next.

#5 Login to your i360 account.

#6 Enter a default Market Segment *Optional (this will show on the prospect record when the lead is sent back to i360).

#7 Enter in the source of where the lead originated. *Optional (this will show on the prospect record when the lead is sent back to i360).

Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking “Disable” or “Reconfigure” respectively.  Additionally, if the integration is currently live you should see an “enabled” indicator on the integration. Your i360 integration should now be live and allow you to push leads into i360 through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.

Set Up More Integrations

If you’re interested in using any of these powerful integrations, any and all of these integrations can be set up through our Help Center portal, the Integration Marketplace or by reaching out to your account CSM or support team at support@salesrabbit.com 801-418-9009.

12 Sales Quotes for Fueling Your Team’s Motivation

Sean Huckstep

In the dynamic world of sales, a motivated team is vital for success. Sales teams drive growth, nurture client relationships, and advance organizations. When challenges inevitably arise, remember that words hold immense power. Any sales professional can feel empowered, guided through tough times, and sparked with an unwavering spirit. Explore this collection of twelve sales quotes that uplift, ignite, and fuel determination.

Motivational Quotes for Sales

“Growth and comfort do not coexist.”

—Ginni Rometty

“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”

—Albert Schweitzer

“Become the person who would attract the results you seek.”

—Jim Cathcart

“Do not focus on numbers. Focus on doing what you do best.”

—Cassey Ho

“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.”

–Jimmy Dean

“Everything you’ve ever wanted is on the other side of fear.”

—George Addair

“Sales is an outcome, not a goal. It’s a function of doing numerous things right, starting from the moment you target a potential prospect until you finalize the deal.”

—Jill Konrath

“The real problem with closing is not adequately defining or diagnosing the prospect’s problems in the first place.”

—Keith Eades

“You will attract way more buyers if you are offering to teach them something of value to them than you will ever attract by simply trying to sell them your product or service.”

—Chet Holmes

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

—Rober Collier

“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.”

—Mark Twain

“Success is the ability to go from failure to failure without losing your enthusiasm.”

—Winston Churchill

More Ways to Motivate

These motivational sales quotes are more than just words—they’re tools for lasting motivation. In sales, where resilience is key, these quotes can transform challenges into opportunities and setbacks into stepping stones. Empower your team with these insights, and witness their growth, resilience, and successes. With unyielding determination, they can overcome any obstacle and achieve remarkable success.

SalesRabbit

👉 Learn more about the best field sales management platform.

How to Set Up New Movers

Diana May-Jennings

Optimize your lead list with New Movers today

Our new mover leads notify you of these opportunities and even map them out for you, so you can naturally integrate them into your sales process and be the first to reach out to these high propensity buyers. As soon as you select the reps or managers you want receiving leads and identify the ZIP Codes they’re working in, those reps will start receiving leads.

This is updated constantly and the data is available within five minutes of it being received, making us the fastest source for new mover leads on the market. See how you can add it to your SalesRabbit account now.

What does this Add-On do?

Mover leads are delivered directly through the app to your assigned reps, and it’s easy for your teams to quickly incorporate those leads into their daily grind. These leads are completely legally compliant and ready to visit. Unlike other new mover lead generation services these leads are fast, updated constantly, and completely legitimate, they’ll show up when and how you want them. If you don’t have Movers account yet, sign up by September 30th for a free 2 month trial.

The Movers Add-On generates leads within SalesRabbit for key demographics including the following:

  • Lead type: Listed on the market, Removed from the market, Pending or under contract, and Closed with transferred ownership from the seller to the buyer.
  • Lead delay – When after close do you want the lead.  (ex. 14 days after close)
  • Frequency – How often do I want to look for new leads?
  • Area – Select Postal Codes
  • Assignment – Assign Postal Codes to specific users
  • Home Price – Pick the minimum and maximum home sale price
  • Property Type – Residential, Residential + Condo/Townhome, Commercial, All Property Types

Each lead will be added to SalesRabbit and assigned to the user associated with the PostalCode. As long as there’s activity in that area, your reps will be hearing about it. They can then spend their day talking with likely buyers instead of wasting time cold-knocking.

New Movers Set Up

To have Movers added to your SalesRabbit account please reach out to your CSM or support for assistance. 

1.) Add MLS Lead Custom Fields (Optional)

There are additional pieces of information that can be captured with Custom Fields in SalesRabbit. If the custom fields are not added they will simply be omitted from the lead created in your account. Note your account must be Pro+ in order to add custom lead fields: 

2.) Navigate to the Marketplace and click “Add-Ons”

Note: You must be an account admin to be able to access the Marketplace.

3.) Click on the “Movers” card, select “Configuration” and click “Enable”

Note: Movers must be enable on your account for the configuration tab to be visible.

Feed Configuration

4.) Configure Event

Event is broken down into three categories and defined as the following:

  • Just Close – The home purchase has closed
  • Under Contract – The home is under contract to close but has not yet closed
  • Just Listed – The home is listed on the market but is not under contract and has not closed

5.) Configure Frequency

Frequency controls how often you want leads added to your account as the following options: 

  • Real-time – Movers uploads leads as soon as they are available
  • Daily  – Movers uploads leads every morning at approximately 5:00AM MST/MDT
  • Weekly – Movers uploads leads every Monday at approximately 5:00AM MST/MDT
  • Monthly – Movers uploads leads on the first day of the month at approximately 5:00AM MST/MDT

6.) Configure Lead Delay

Some users want a delay to allow new home buyers to move into their home and therefore want a delay lead time. It is defined as the following:

  • None – No delay on the leads uploaded 
  • 1 Day – Leads are uploaded 24 hours after the event 
  • 1 Week – Leads are uploaded 7 days after the event 
  • 2 Weeks – Leads are uploaded 14 days after the event 
  • 1 Month – Leads are uploaded 30 days after the event

Property Filters 

Movers has the ability to filter property attributes that are uploaded to your account.

7.) Configure Property Type

Property types are defined as the following:

  • Residential – All residential single family homes excluding townhomes and condos
  • Residential + Condo/Townhome – All residential single family homes including townhomes and condos
  • Commercial – Commercial properties
  • All Property Types – All property types available

8.) Configure Property Maximum & Minimum Values

Users have the ability to filter the minimum and maximum list price of the property. This is optional in the configuration.

Postal Code Assignment

9.) Configure Postal Codes and Assigned Users

Leads added to SalesRabbit MUST be assigned to a user in SalesRabbit. By selecting postal code assignment, leads generated are uploaded and assigned to the assigned user. There is no limit to how many users and postal codes are assigned.

*All leads generated are counted against purchased lead credits 

Default Lead Status 

10.) Configure Default Lead Status

Leads added to SalesRabbit must have a default status. We encourage users to add a “Movers” status to the account but it is not required. All leads uploaded will have this default status.

11.) Click Finish

That’s it, you are now configured to receive Movers leads! If you have any questions or issues please reach out to support or your CSM.

Find the New Movers Now

If you are interested in having Movers added to your account, please reach out to your CSM, our support team at 801-418-9009. If you need more guidance, schedule a free demo with us today so we can help you start finding more leads today. 

Access Better Homeowner Information with DataGrid AI

Brady Anderson

DataGrid AI feature officially launched

Are you wasting precious time selling to under qualified customers? Now you can know who is qualified for your product before you knock on the door. Many companies don’t use sales data to guide their reps, if you fall in that group you’re making your job harder.

Upgrade to DataGrid AI and easily track leads, manage reps, and close deals faster. DataGrid AI uses your existing customer data and AI modeling to identify the prospects who are most likely to buy, making it the ultimate tool for an intelligent sales process. Learn more about what DataGrid AI is, why you should use it and webinar registration.

What is DataGrid AI?

DataGrid AI is a new feature at SalesRabbit. This product is special because it uses your existing customer data to analyze and rate addresses and areas, so your teams and reps can do intelligent contacting with the prospects who are most likely to buy. That means no more wasting time with unqualified or uninterested customers, you make the most of your selling hours.

DataGrid vs. DataGrid AI

DataGrid AI is a new and improved version of our current DataGrid product. If you’re a current DataGrid user you’ll recognize some similarities in these products, but with DataGrid AI you get more information on the homeowners, a detailed buyer score (scale 1-10) and scoring of neighborhoods and areas all across the United States that helps you find your ideal customer faster. These new scoring models of customers and areas is shown as a clean map overlay with clickable house pins to keep you organized.

 

 

Why Choose DataGrid AI?

If you don’t use sales intelligence right now, using DataGrid AI takes all the guesswork out of your sales process by helping you:

  • Quickly identify high-opportunity homes and areas.
  • Get the most accurate homeowner information.
  • Stop wasting time with bad prospects.

Selling without data intelligence is like brushing your teeth with no toothpaste. There are many benefits to using our features—especially DataGrid AI so embrace the use of technology to skyrocket your sales leading into the summer season.

See DataGrid AI in Action

DataGrid AI tells you exactly where to go to find your best customer, who you’re going to be talking to and all the information you’d need to sell faster all in one feature. To learn more about DataGrid AI and SalesRabbit, claim your spot at our free webinar Tuesday May 25th at 11am MST where our VP of Customer Success, Mike Hilverda, explores everything you need to know about this exciting new feature.

Simplify Your Storm Tracking Process With Weather

Brady Anderson

Easily enable Weather for your SalesRabbit account now

Weather maps are key for companies who want to quickly and effectively work areas with roof or home damage. Unfortunately, many companies are wasting a lot of time and money with weather solutions that just aren’t working. Luckily we’ve made things easier and built storm map overlays directly into the app to help you can quickly find, track, and sell your ideal leads. When you’re ready to close a deal, we can generate comprehensive historic weather reports in minutes.

What does this Add-on Do?

These weather reports are powered by the top names in insurance data, which means that you’re getting the same data as insurance analyzers. You can operate in full confidence that the reports are ready for any insurance claim. This Weather add-on also includes:

  • Display 3 map types: Hail Size, Hail Probability, and Wind Gust.
  • Generate historical weather reports going back two years.
  • Unlimited map overlays.
  • Responsive Weather notifications.

Try Weather Today

It’s time to take control of your weather data and improve your sales process. If you are interested in having Weather enabled on your account reach out to your CSM, or our customer support team at 801-418-9009 to get started.

Find Deals Faster with DataGrid AI

Diana May-Jennings

DataGrid AI leads you to your best customers faster

DataGrid AI is a brand new feature at SalesRabbit. This product is special because it uses your existing customer data to analyze and rate addresses and areas, so your teams and reps can do intelligent contacting with the prospects who are most likely to buy. That means no more wasting time with unqualified or uninterested customers, you make the most of your selling hours. Keep reading to check out how it works, why it’s so successful and how you can get it for your SalesRabbit account.

How Does DataGrid AI Work?

DataGrid AI uses a method called Buyer Score Modeling to give you the best insight possible into your potential customers. Our DataGrid AI takes your customer data and uses AI model training and a database of 280 million individual records with 600+ data points per individual to generate Buyer Scores for all potential leads and territories. These scores rate the prospect’s likelihood to buy from you so you know what houses to prioritize and which ones to avoid.

Attributes Used in DataGrid AI:

  • Total Homes
  • Owner Occupied
  • Credit Rating
  • Home Value
  • Square Footage
  • Year Home Built
  • Length of Residence
  • New Movers
  • Age
  • Household Income
  • Household Size 

Clean Area Map Overlays

To simplify your map’s appearance there are DataGrid Areas. These areas provide sales intelligence about what areas are prime for selling with simple color coding: green for the highest score in our model, orange for both high and low buyer scores, and lastly red labels the lowest score in the customer model.

Simple House Pins

Along with the map overlay, DataGrid pins give a quick and easy look into what customers are best to target. Every home scored is scored individually to match your ideal customer. In the app you’ll be able to see a pin populated above every house that we have data for. This is a clean and simple way to give you more accurate consumer data on a 1-10 scale.

Chat With Us Now!

DataGrid AI will be officially launched on May 19th. But to get in on the feature contact your customer support manager or our CS team at 801-418-9009 or visit salesrabbit.com to upgrade from DataGrid to DataGrid AI or add this feature now!

What Is SARA Plus?

Diana May-Jennings

SARA Plus is the next evolution of the industry-leading AT&T and Viasat order entry software SARA. The need for the dealer to manage more of their business in one simple interface was heard and SARA Plus is the answer. Partnering with SalesRabbit, SARA Plus now has everything the dealer needs to run their business. Learn about what this integration does and how you can enable it for your account.

SalesRabbit and SARA Plus are integrated to improve lead management

What does this integration do?

  • Passes your lead data directly into SARA Plus from your SalesRabbit account.
  • Automatically transfers agreement information to SARA Plus system.
  • Pushes data into SARA Plus for an eligibility and serviceability check.

What data is transferred into SARA Plus?

  • First Name
  • Last Name
  • Phone
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • SSN
  • Date of Birth

Sara Plus | Set up – Eligibility Check

The following steps are required to setup the Sara Plus integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.

Part 1: Create SARA Plus ID Field

#1 Go to SalesRabbit and login. On the left hand side, click “Settings”

#2 Next, click on “Custom Fields”

#3 Create a field called “Sara Plus Customer ID” and make sure the text matches the screenshot.

#4 Create another field called “Sara Plus Order URL”. This wont be added to the form, but will be used in a later step.

Integration Set Up

The following steps are required to set up the Sara Plus integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit’s Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

Part 1: Form Creation

#1 Create a New Form. Make a section called Contact Details and import the following Lead fields.  

sara plus att

Note: Field API name MUST match the example provided. All fields are required except for First Name, Last Name, and Apt/Suite.

#2 Turn on Custom Form Responses.

saraplus att

#3 Click on “Publish” Button and confirm.

Part 2: Obtain Sara Plus API Key

#1 Go to “Sara Plus” and login. In the top menu bar, navigate to ‘Admin>API Admin>API Access’.

sara plus salesrabbit

Part 3: Find Dealer and Conn ID

#1 In the top menu bar, navigate to ‘Admin>Dealer Config>Dealer Data’. There you will find your DealerConnID and your ConnID.(Refer to screenshot)

salesrabbit sara plus

Part 4: Configure Sara Plus Integration

#1 Navigate to the Marketplace under “Integrations”. (Must have admin access)

#2 Select the Sara Plus Integration Card.

sara plus integration

#3 Navigate to the “Configuration” tab and click “Enable”.

#4 Select the Sara Plus Eligibility Form from the dropdown and click Next.

selling with sara plus

#5 Select the Sara Plus Service Check Form from the dropdown and click Next.

sara plus sales

#6 Input your API Key from Sara Plus and click Next.

sara plus sales team

#7 Insert the Sara Plus Dealer Conn ID then click Next.

sara plus dealer

#8 Input your ConnId from Sara Plus and click Finish.

sara plus using

Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking “Disable” or “Reconfigure” respectively.  Additionally, if the integration is currently live you should see an “enabled” indicator on the integration.  Your Sara Plus integration should now be live and allow you to create leads in Sara Plus through form submission!

sara plus direct

Set Up Your Integration Now

If you’re interested in using any of these powerful integrations, any and all of these integrations can be set up through our Help Center portal, the Integration Marketplace or by reaching out to your account CSM or support team at support@salesrabbit.com, 801-418-9009.

SalesRabbit

👉 Learn more about the best field sales management platform.

7 Steps to Get a Sales Referral + Scripts

Sean Huckstep

Leverage customer referrals for faster and easier lead generation

Sales thrives on lead generation. There are many ways to get new customers but one of the most overlooked methods is referrals. If you don’t get referrals easily it’s probably because you either have a fear of asking or there are some technical mistakes you are making when you do ask. To learn a better process for starting the conversation and what to say to your referral after getting their information, check out our 7 step process and script examples now.

Why Ask For Referrals?

What “referral” means in this case is when you as a sales rep or rep for your company asks a current customer if they know of any friends, family, or neighbors that would be interested in talking to you or wanting to know more about your service. This lead gen method is overlooked sometimes because reps either don’t think to ask customers for referrals or they’re scared to ask.

Sales referrals work because they help bridge the trust gap between you and the referred prospect. According to Sales Readiness Group, people are four times more likely to buy when referred to by a friend. Moreover, 92% of people trust referrals from people they know. 

The 7 Step Referral Process

Now that you know referrals lead to trust and more sales, this is how you start the conversation:

#1 Transition Statement:

  • First things first, thank them.
  • Build them up: “Thank you for who you are and making an investment in your future. 
  • Transition: “Maybe you can help me in another way.”

#2 Clearly ask for a referral (without using the word referral):

  • Relate with them: “Like you, I really prefer to do business with people who are friends or friends of friends. I’m looking to be introduced to people who might share similar values and beliefs as you.”
  • Create a buying atmosphere: “Based on who you are and who you know, who would be a good person for me to talk to? My goal is to speak with every person who needs to know about who we are and what we do. If they decide to work with us, great, and if not, that is okay.”

#3 Paint the Picture:

  • Put them in your shoes.
  • Tell them specifically who you are looking for: “If you were me [insert elevator pitch/what you do], who would you go see?

#4 Isolate the Options:

  • Start broad.
  • Identify their circle of influence.
  • Get specific.
  • Example: “Basically, I’m looking for anyone who… (list out as many specific criteria as possible). I know you are really involved in your [Circle of Influence] group. Who is the person you are closest to in the [Circle of Influence] group? Who did you sit next to at the last meeting?
  • Write down the referral.

#5 Write Down the Referral:

  • Don’t talk until they give you a name.

#6 Ask “Who Else”:

  • Do not get a pre-approach immediately.
  • Write down as much information as fast as possible.
  • Thank them for giving you a referral.
  • Ask “Who else?”: Thank you so much. This is really how I do business and this helps a lot! Who else might be a good fit to talk to?”

#7 Get Pre-Approach:

  • Decision maker’s first name?
  • What time are they home/in the office? “If you were me, when would you go to see them?”
  • What is their cell phone number?

Script Examples For Calling Past Clients to Get Referrals

Opening:

  • You: Hey is this [Prospect’s Name]?
  • Client: Yeah this is [Prospect’s Name]
  • You: Hey [Your Name] here with SalesRabbit, how is everything going?
  • Client: [Let them answer]
  • You: Great to hear. I was calling for two reasons, the first one was to get feedback and make sure everything is going well with your team using SalesRabbit. How is everything going with that?
  • Client: [Let them respond]
  • You: That’s great, what has been your favorite part so far?
  • Client: Helps keep track of things on a daily basis.

Transition:

  • You: That’s great to hear, you know out of all our customers that is a common piece of feedback that we get is [their response]. I’m glad to hear you are getting that benefit. Please continue to keep me posted with any good news you have. The second reason I was calling [Prospect’s Name] is it has been so fun getting to know you and your team over at [Company Name] and we love working and partnering with like minded people, I wish I had 10 people like you to work with everyday. I was cruising around on LinkedIn the other day and noticed that there would be several people that you are connected with that would be perfect for us to call on and one of those people is [LinkedIn Name] at [LinkedIn Company], how do you know him/her?
  • Client: [Let them respond]

Asking for Referrals:

  • You: That sounds great, it sounds like he would be a good one for us to reach out to and contact. Do you by chance have his phone number. What I’ll do is I’ll send you an email that you could send to him providing an introduction to me so you don’t have to do any work, would you be able to forward that email over to [LinkedIn’s Name] for me?
  • Client: Yeah, I can do that.
  • You: It also looks like you know [Next Referral you want to get].
  • Continue to get more referrals out of the same person.

Ways to Introduce Yourself to Referrals

  • Once you have the referrals and you want them to notify their friends for you. Read the person’s age and make your best guess at their preferred method of communication.
  • Choose 1 of the 3:
    • Call: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is giving a quick call over to the person that they are introducing me to. They like to do that so that their friends have a heads up that I’ll be touching base. Would you mind doing that?
      • Call Ideas: “Hi, is this [Referral’s Name]? Hi, my name is [Your Name] and my name might not ring a bell for you because you and I haven’t met yet. But the reason that I’m calling you is because you were recommended to me by a mutual friend we both know, [Client’s Name]. By chance, did he give you a heads up that I would be calling?
      • (Regardless of what they say) Well, he had the nicest things to say about you! [If possible, insert golden nugget/pre-approach for example]. He was telling me that you’re really into [….].
      • Great! Also, I’m just curious, how did you originally meet [Client’s Name]?[Let them tell the story]
      • That’s great. I have gotten to know him since he started using SalesRabbit for the last [Time they have been a customer]. I’ve been working with him to [insert elevator pitch, i.e. track his reps, help them define their sales process, create better lead distribution, etc.]
      • He mentioned that it might be worth it for me to give you a call and chat for a couple minutes. I know you work in the [Referral’s Industry] industry. How are you currently doing managing your sales team and the processes? [Let them talk]
      • Great, I would like to set up a webinar with you to walk you through what we do for companies like [Referral’s Name] and your company. Would this week or next week work better for you?[Schedule the appointment]
    • Text: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is shooting over a quick text to the person that they are introducing me to. They like to do that so that their friends have a heads up that I’ll be touching base. Is there any reason why you couldn’t do that in the next 24 hours?
    • Email: Thank you so much [Client’s Name]! That really helps me out. One thing that I have found that most people appreciate, and that most of my customers prefer doing is shooting over a quick text to the person that they are introducing me to. They like to do that so their friends have a heads up that I’ll be touching base. If I send you a little email that you can edit, would you be open to forwarding it along to your friend?
      • Email Template: Hi [Client’s Name], It was good to talk with you the other day. Thank you for the referrals. Would you please copy and paste the message below and email it to the referral(s) you gave me? That way they have a little heads-up when I call.
      • I hope you don’t mind, but I recently gave your contact information to [Your Name, Title] of SalesRabbit. [Your Name] is [one sentence summary of who you are and what you are doing to build credibility].
      • He is one of the best [insert what you do] in the world and I have found that a quick chat with him is, at minimum, educational and interesting.
      • [Your Name] will be calling you within the next week.

Start Asking for Referrals Now

If you still have any questions or worries about how to get referrals from your customers, talk to us today and we’ll help guide you to getting the referrals that’ll boost your business. This template might need an adjustment based on your company and services, but this is a basic way to start the conversation about referrals and start connecting more with your customers.

10 Fun Ideas For Your Next Sales Contest

Sean Huckstep

Use sales contests for a fun and competitive company culture

We know that not all competition is bad, in fact having a company culture of friendly competition can be a great way to motivate your employees and coworkers. If you’re struggling with ideas on how to start up some company contests, check out these 10 ideas and use what works best for the members and personalities of your team.

Try These Contests Out

  1. Sales Bracket: We all know and love march madness so bring it to the office. Create a bracket with your sales rep and set metrics that make the most sense to your team like: whoever makes the most cold calls by the end of each week moves up in the bracket, or whoever closes the most deals, etc. 
  2. Raffle Prizes: This is a pretty simple contest. Give your rep a set time period like, whoever closes the most deals by the end of the week gets to pick a random raffle prize out of a bucket. There’s added fun to the raffle prize because there are multiple options but the rep doesn’t know what their reward will be.
  3. Creative Pitching: Have a channel for all sales reps to share their most creative sales pitch anonymously and let the team vote for their favorite. A simple prize like a gift card would be great as a creative pitch reward. Having a contest like this can also inspire other reps to use these new pitches.
  4. Pair Selling: A fun way to level the playing field is to pair up your rookies with veteran reps and have the pairs face-off in daily, weekly, or even monthly competitions. The biggest benefit here is that your seasoned reps can help give personal tips and tricks to your new reps as they both try to win a prize.
  5. Flash Contest: Everyone loves leaving early on Fridays so here’s a contest to close enough deals and leave early. Spontaneously announcing a flash contest that meeting a certain quota in the last few days would mean every leaves early on Friday is a great way to push your team and avoid slacking throughout the week.
  6. Sales Leaderboards: Whether you prefer in-person or electronic sales leaderboards there are options for both. If you prefer a physical reminder, roll a whiteboard into the office and label out the reps stats for the day, week or month. But if you’d rather keep an electronic sales leaderboard, try our leaderboard feature in the SalesRabbit app.
  7. Double Commission Day: Money is a great motivator in sales so labeling a day of the year or quarter as “Double Commission Day” is a great way to get the reps fired up and closing deals left and right on this day specifically. This doesn’t cost more than it’s worth, the deals closed will continue to bring revenue and the higher commission will make the rep feel valued.
  8. Offer Catered Lunch to Salesman of the Week: Set an expectation like the sales rep with the most sales by Friday or the first rep to hit a certain number of sales first wins a catered lunch of their choosing for the team. The appeal here is that everyone is rewarded but the rep that won gets to pick their favorite food.
  9. Sales Poker: This is an interesting contest to try out. Each day someone hits a certain expectation of closed deals, calls or meetings scheduled, they get to pick a card. Person with the best 5 card poker hand at the end of the month wins a prize of your choosing. 
  10. Monday Morning Blitz: To start your week strong, incentivize your reps during a 1 hour contest on Monday morning. Set up something like this:  1 point per dial, 10 points per conversation, 2 points per voicemail, 50 points per SQL. The prize is up to you!

Start Competing Now!

Don’t shy away from starting friendly competition between your reps. Included competitions like these will naturally make reps push themselves, push others, and increase their work ethic to get the prizes you offer. Not all sales teams are the same so if you like some of these ideas but you know what prizes or metrics are more applicable to your team, adjust what you need.