I just had my first sales meeting and struggled. Do you have any videos or advice on how to run a sales call, close clients, and improve my chances—like using a Loom video or document to prepare?
I do this kind of thing in Maker School, where we run through what a sales call looks like, show how to do a high‑quality call, give bullet points, and talk about kickoff calls. I don’t gatekeep automation knowledge—I do the builds live. If you want sales help, check out Maker School. Briefly, here’s how I structure a call: first, I set expectations and frame the conversation (e.g., confirm we’re on the same page about time). I start by asking why you responded to my outreach, then a few more questions about your business, and finally I explain how I might solve your problem. I want you to walk away with something tangible, so I’ll prepare a free document, asset, or template to give you by the end of the call. After that, we follow the frame we set: I ask ‘why me?’ and ‘why now?’, then I run a customer audit—covering your acquisition, fulfillment, onboarding, client management, HR processes, etc. After you walk me through those, I discuss my solution and send a proposal with the scope. I prefer not to handle objections or do hard selling on the call; I’d rather let the value speak for itself, which comes from my background in heart‑based sales. That’s my approach.