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Chapter 7 – How to succeed with warm calling ?

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When to best plan my calling tasks ?

Calling should never be your first step. 

In a modern multichannel sequence, cold calls work best when they are warm, meaning the prospect already knows who you are or has interacted with you in some way.

First, you need to know who you are talking to. If you have already completed our modules 1 & 2, you know this. If you did your homework before your call, you already know:

  • your lead seniority
  • what its company doing and its current state
  • its persona
  • its current pain or challenge 

 

The timing of your call can make or break the outcome. That’s why it’s not just about calling more, but calling at the right moment.

There are two common and highly effective triggers.

  • The first is value-based calling. This happens after you’ve already delivered something useful via another channel, like a LinkedIn message, an email with a relevant resource, or a voice note. The value sets the tone, and your call then becomes a follow-up, not a surprise. For example, if you shared a case study in a previous message, you can call a few days later to ask if they had a chance to look at it, or if something similar might apply to their team.
  • The second trigger is signal-based calling, which relies on behavioral cues. If someone has opened your email multiple times, clicked a link, or visited your profile, they’ve already shown curiosity. Calling at that moment is not only more likely to result in a positive conversation, it also makes the outreach feel less cold. That way, you’re acting based on intent, not guesswork.

 

Calls work best mid-sequence, once there’s been a touchpoint or two. Use them to break the pattern, re-engage, or qualify interest that might otherwise go silent.

Timing is everything, call when there’s a real reason, not just because the task is on your calendar.

How to create an efficient script ?

Cold calling doesn’t mean surprising someone with a pitch. The best calls feel like a continuation of an ongoing conversation, even if it’s the first voice contact. To reach high conversion rates, structure matters as much as tone.

Here’s a simple but effective framework you can adapt:

1. The opener (first 30 seconds)

Keep it light, respectful, and connected to your previous outreach.

“Hi [First Name], it’s [Your Name] from [Company]. I reached out on LinkedIn/email recently and thought I’d try catching you live. Do you have 30 seconds?”

This opener works because it:

  • Connects the call to an earlier touchpoint (you’re not a stranger out of the blue).

  • Asks permission and shows respect for their time.

 

If they say yes, move forward. If not, you’ve still planted a positive impression.

2. Build context and relevance

Don’t dive into your pitch. Instead, show you understand their world.

“Awesome. I’m working with teams like yours who are [facing relevant challenge]. Out of curiosity, how are you currently handling [topic]?”

This does two things:

  • Opens the space for them to talk.

  • Positions you as curious and value-driven, not pushy.

 

3. Dig deeper with open-ended questions

The best cold calls are not monologues, they’re dialogues. Use questions like:

  • “What’s your current process for [X]?”

  • “What’s been the biggest challenge with [Y]?”

  • “How are you prioritizing [Z] this quarter?”

 

The goal here is discovery. By actively listening, you gather insights and create natural bridges to your solution.

4. Share value briefly

Once they’ve shared their context, connect it to what you do — but stay short and focused.

“Got it. That’s actually where we help. We’ve been working with [similar companies] to [achieve specific outcome]. I thought it might make sense to see if we could do something similar for you.”

This positions your solution as a natural next step, not a scripted pitch.

5. Transition to next step

If the conversation flows, suggest a follow-up:

“Would it make sense to set up a quick 15-minute chat where I can share a couple of ideas?”

Notice the phrasing: it’s an invitation, not a demand.

6. If it’s not the right time

Even if they’re not ready, leave the door open:

“No worries at all, I’ll let you go. Would it be okay if I circle back in a few months?”

This keeps the tone friendly and preserves the relationship for future outreach.

Key principles from high-performing sales calls :

  • Keep it short: aim for 2–4 minutes max unless they’re engaged.

  • Listen more than you talk: 70% listening, 30% speaking is a good balance.

  • Adapt on the fly: your script is a framework, not a cage.

  • Always respect their time: asking permission sets a collaborative tone.

 

Cold calls don’t succeed because of perfect scripts. They succeed because of structure, active listening, and human tone. With this approach, calls stop feeling like interruptions and start feeling like conversations worth having.

That’s it, let’s move on to the next chapter : How to build a winning multichannel sequence with LGM?

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