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easySales Executive interview question

How do you prepare for a first call with a new prospect?

What the interviewer wants to hear

  • Research the company and the person
  • Form a hypothesis about likely pain points
  • Prepare discovery questions
  • Set a clear agenda and goal for the call
  • Check CRM history

Model answer

First I check the CRM for any past history with the company. Then I research the company website, recent news and the person's LinkedIn profile to understand their role and priorities. Based on that I form a few guesses about the problems they may face and prepare open discovery questions to test them. I write a short agenda, for example introductions, their current situation, a quick overview and next steps, and I share it at the start of the call. I also decide what success looks like for the call, usually a clear next meeting with the right people.

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