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My 2024 wrapped up

My 2024 wrapped up

In today’s newsletter, I’ll share my retrospective on 2024, what worked, and what didn’t. This will be more personal than other newsletters, but I promise I’ll get back to more sales-oriented newsletter after this one.

Let’s dive in:

Q1: Business as usual

Q1 2024 was quite similar to most Q1s since I started working for myself. I launched The Prospecting Engine. With 65 customers and around $20,000 in sales, I was pretty happy about the results.

I also ran a few sponsored posts, and trained a few sales teams with the content of The Prospecting Engine. In terms of revenues, the first quarter was pretty similar to most other first quarters.

Q2: Darkness

At the beginning of Q2, we went back to France after spending 3 months in Mexico. My wife was pregnant of 6 months, and everything was all right. That was until we went for the third trimester echography, right before our flight back to France.

We discovered that our daughter had a life-threatening malformation, which made it impossible for her to live.

We lost our baby.

This was the worst time of my life. From April to June, my wife and I fell into a dark hole, and our lives were completely turned upside down. We kept working to numb the pain, but it was impossible to function normally in these few weeks after loosing our baby.

If you’re ever in this situation (or was), and you need to talk to someone, please reach out, you’re not alone.

Q3: Doubt

As a result of these tough 3 months, I wasn’t able to create quality content like I used to. Couple that with the summer, an algorithm change, and my LinkedIn performance tanked. I went from having 50+ reactions on my posts to 2, 3 reactions.

It was hard.

But I started recording videos for LinkedIn, worked on my copywriting, and my post engagement came back to a normal level. I also noticed that my engagement fell, but I was still able to turn conversations into revenues (coaching, online courses, sponsoring, etc.).

I also worked really hard on a course called Close Your First Side Gig. I set up a segmentation survey on my website, I ran interviews with salespeople who wanted to work for themselves, and I created a waitlist.

This launch was a flop. I made less than $600.

Q4: Rebuilding

Q4 was much better than the rest of the year. My wife became pregnant again (we’re having a boy in May 2025), and we moved to Mexico. We decided to leave France because our life there wasn’t nearly as fun an interesting as what we’re building in Mexico. We’ve been there for 3 months and we’ve experienced more than in two years in France.

I have also launched a 1:1 coaching subscription where my customers and I work together for 1 hour per week, while having unlimited WhatsApp access to me.

Another great success of 2024 has been the revenue I was able to generate for affiliate partners. In total I generated over $96,000 of revenues for my partners in less than a year. If you want to discuss how we can do this together, go check my sponsor page. I’m looking for long term sponsors for my newsletter and a new show I’m launching next year.

In conclusion, 2024 was the worst year of my life. My wife and I have been through hell, and our professional lives have suffered immensely. 2024 has also been the worst year in terms of revenues since I started my business in 2018. But in all that darkness, it was a year of learnings, transition, and resilience.

I have learned that nothing is constant, and you need to keep reinventing yourself if you want to keep paying your bills. I’m now more grateful for what I have, and I cherish every moment I get to spend with people I love, while building my business.

Happy New Year to you and your family!

Cheers,

Thibaut Souyris

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Tactical Selling

I’m now an Intro expert

I’m now an Intro expert

Today’s newsletter is a bit different. It’s almost the end of the year and I thought I’d share a quick update I’m really excited about. A few weeks ago, I stumbled on a post from Justin Welsh, where he shared his Intro link.

Image #1

If you don’t know about Intro, it’s a marketplace where you can book a 1:1 video consultation with top experts from all types of industries. When I saw Justin’s profile, I thought this concept was a great idea and I immediately tried to create a profile.

But there was an issue.

You have to apply to become an expert on Intro. So I submitted my application, without much hope.

And after 2 weeks, I received this email:

Image #2

I was over the moon. When I joined the call with Austin, I learned that there was 18.000+ people on the waitlist to become an expert, so I’m super flattered I got invited.

But you may wonder why I’m so happy, when I already give 1:1 video consultations. I’m actually focusing on something a bit different than sales coaching with Intro.

For 6 years now, I’ve been working for myself and building a life a lot of people are dreaming to build. I work when I want, where I want, and I don’t have a boss telling me what to do. I was able to build my work around my life, and not the way around.

These Intro consultations are priced way higher than my sales consultations because I want to work with people who are serious about building a life in their own terms. I understand that not everyone is ready to do so, and that’s absolutely fine. If you’re not serious about escaping the hamster wheel, please don’t book a session.

But if you feel ready to bet on yourself, I’d love to give you some guidance on what you can do, right now, in a 1:1 consultation.

Hope to see you in there.

Cheers,

Thibaut Souyris

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Tactical Selling

3 steps to close a deal today

3 steps to close a deal today

In today’s newsletter, I’ll share 3 concrete steps you can follow to close a deal today. Salespeople (especially Enterprise salespeople) love to explain how their sales processes are different, how it’s impossible to close a deal without involving all the stakeholders, etc, etc.

No matter what you sell, if you follow the 3 steps I’m about to share with you, you’ll close deals a lot faster. In fact, I closed one myself (I’ll admit, it was a small deal) in one day. Here’s the WhatsApp conversation I had:

Let’s dive in:

Step 1: Ask when they can make a decision

This question is the simplest to ask, yet most salespeople are afraid to ask it. Whenever you’re working on a deal (at any stage of the sales process), ask your prospects this exact question:

“When can you make a decision?”

This will uncover so many hidden blockers of a deal, and it’s the ultimate question to ask to understand if you’re speaking to someone with enough authority to put their signature on the contract.

If they can’t make a decision, you’re not talking to someone who can help you close a deal today. When that happens, you need to find out who’s the real boss, otherwise your deal is at risk of not closing.

Step 2: Propose to close the deal today

If the prospect can make a decision, ask them what it would take to close the deal today. Don’t ask to close it tomorrow, next week, or in two weeks. Ask what it would take to close it TODAY.

This is another good test to understand if you’re speaking to a real decision-maker. If they are serious about working with you, they won’t let a good deal go away and they’ll close it today. If they aren’t serious, they’ll take their time.

When you ask someone with authority what it takes to close a deal today, you’re the closest you can be to reading their minds.

Step 3: Assess and negotiate

If you followed steps 1 and 2, you’ll get a list of conditions to get the deal closed today. If the deal is good for you, you can accept it right away and lock in the signature (or the bank transfer). If the deal isn’t good, then you need to enter in negotiation mode.

Come back with a counter offer and see if the prospect is willing to play (it becomes a game at that point). Repeat until you find an agreement with the prospect.

One key point in this whole process is to never forget that it’s better to get $1.000 today than a potential $1.200 tomorrow. So many things can go wrong in 24 hours, which is why the saying “Time kills all deals” is a reality you need to keep in your mind when working in sales.

And these are 3 steps you can follow to close a deal today. Remember to always ask when they can make a decision, ask what it would take to close a deal today, and assess and negotiate until you come to an agreement.

Hope this helps.

Cheers,

Thibaut Souyris

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Tactical Selling

How to avoid burning out as a remote salesperson

How to avoid burning out as a remote salesperson

In today’s newsletter, I’ll share a simple tool to help reduce the risk of burning out when working as a remote salesperson. 2024 hasn’t been easy, especially for remote salespeople. Around 2/3 of salespeople are expected to miss their sales targets this year, adding a lot of pressure to their lives.

We’ve all been there. You wake up one day, and you instantly start getting anxious. You know you have a ton of things to do, but you have no clue how you’re going to do them when there are so few hours in the day. Even worse, you know that your to-do list is growing bigger every day.

You start your day with this dark cloud over your head. You can’t stop thinking of what have to do, which makes you less present and more anxious. I know about it because I experienced it when we moved to Mexico in September.

This is where a Mind Sweep will help. A Mind Sweep is a simple exercise I discovered when I purchased Notion Mastery, a few years ago.

Here’s how it’s done, step-by-step:

Step 1: Capture your thoughts

Start by writing down all of your thoughts. You don’t need to get them structured, or prioritized. Just list everything you have on your mind. It can be professional or personal. It doesn’t matter, as long as you’re capturing it.

I don’t know about you, but I often get stressed or anxious because I know I need to do something, but I’m afraid I’ll forget to do it. Something simple like paying the electric bill, or following up with a customer. I know I need to do it, but if I don’t write it down, or act on it, I start worrying.

As the day goes by, I feel anxious, but I forget why I’m anxious. I spend more time thinking of why I’m anxious, and I can’t remember why. Then I become angry, stressed, and soon enough, I’m unbearable.

By capturing your thoughts, you go from worrying about what you have to do, to knowing that your thoughts are captured, and you just need to go back to your mind sweep to see what you have to do.

Here’s an example from my Mind Sweep for Sales:

Image #1

Step 2: List projects and tasks

When you’re done capturing your thoughts, you can start breaking them down into projects and tasks. Projects include multiple tasks and they are bigger initiatives. It’s always important to use action verbs and being really specific with your tasks.

Something like “reach my quota” isn’t specific. “Build a 30-day plan to close Q4 at 110%” is specific.

Here’s an example of what I captured above turned into projects and tasks.

Image #2

As you can see, some of the tasks and projects weren’t even captured initially. That’s the power of turning ideas into projects. It helps you go deeper and create a complete to-do list.

Step 3: Prioritize projects and tasks

Now that you have clear projects and tasks, you can start prioritizing them. I like to use two types of prioritization frameworks. One for for projects and another one for tasks.

For projects, I’ll use Top Prio, Mid Prio, Low Prio. This gives you a clear indication of where you’ll need to focus in the next 30 to 90 days. When you’re done prioritizing projects, you can use the Now, Next, last framework for tasks.

Here’s an example to help you understand:

Image #3

This is how I turn an immense to-do list into a concrete plan. A Mind Sweep is an exercise I recommend doing as soon as you’re feeling anxious or stressed because of your workload. You can use this Mind Sweep for Sales I have created, or use my link to grab Notion Mastery if you want to do a complete overhaul of the way you manage your life.

Hope this helps.

Cheers,

Thibaut Souyris

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Tactical Selling

A simple framework to prioritize inbound leads

A simple framework to prioritize inbound leads

In today’s newsletter, I’ll share a useful prioritization framework if you have to deal with inbound leads. It comes from a 1:1 coaching session we did with a customer who is dealing with an important flow of inbound leads.

It may come as a surprise, but inbound leads aren’t always worth pursuing. This framework will help you understand where to put your effort.

Here’s how, step-by-step:

Step 1: Score your leads

Before contacting a lead, you need to give it a score. A score is related to the behavior of your lead. Everything from website visits, webinar signup, demo request, and so on.

There are countless intent-signals and triggers you can use to score a lead. For example, your marketing team may send you unprioritized leads lists with details about their activity. A lead who signed up for a webinar 3 months ago has a low score. They most likely aren’t in the market for your solution.

On the contrary, a lead who visited your website 10 times in the last week, downloaded more than 3 resources, and has been viewing the pricing page a few times has a high score.

Step 2: Grade your leads

Second dimension of our matrix is the grade of a lead. The grade has to do with the profile of the lead. Look at the firmographic and demographic data about the lead. What company are they working for, what’s their job title, have they recently switched jobs?

All this data will give you a good understanding of the quality of the lead. For example, an intern at a shady company on the other side of the world has a low grade. On the contrary, the CRO of a multi-million dollar tech company has an excellent grade (if you’re selling to this type of people).

You can build an ICP Matrix if you want to have a benchmark to help you grade leads.

Step 3: Prioritize your leads

Meet the Inbound Lead Prioritization Matrix

As you can see, the vertical axis represents the score of the lead. Bottom is low, top is high. The horizontal axis represents the grade of the lead. Left is low, right is high.

Let’s work with 4 different examples.

In our first situation, you receive an inbound lead that has requested to be contacted for a demo. Upon additional research, you find out that this lead is working for a tier 1 account.

  • Score: High
  • Grade: High
  • Priority: Contact 1st (top right quadrant)

Now you receive an inbound lead who attended a webinar 6 months ago. You do some additional research and find out that this person is the CRO of a tier 2 company.

  • Score: Low
  • Grade: High
  • Priority: Contact 2nd (bottom right quadrant)

You receive an inbound lead who is requesting to be contacted for a demo. After some research, you see that the lead is an intern for a company without a LinkedIn profile

  • Score: High
  • Grade: Low
  • Priority: Contact 3rd (top left quadrant)

Finally, you receive an inbound lead that has downloaded an eBook a year ago. This lead is an individual contributor for a company outside of your ICP.

  • Score: Low
  • Grade: Low
  • Priority: Contact last (bottom left quadrant)

With this matrix, you’re able to take an inbound lead list and assign a priority to each lead based on their demographic and behavioral data. This will help you focus on deals that will create more impact and get you closed to reaching your targets.

Hope this helps.

Cheers,

Thibaut

P.S. I’m doing a Black Friday deal for my first online course, The New Outreach System. It’s the first online course I launched, but I realized my customers were able to book more meetings because this course was focused on the fundamentals of human psychology, not AI tools and gimmicks. Grab it for 50% off before Friday with code “LO2140K”.

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Tactical Selling

How to book meetings at in-person events

How to book meetings at in-person events

In today’s newsletter, I’ll share a simple tactic you can use if you want to book meetings at in-person events. Q4 is usually jam-packed with trade shows and events. Marketing teams spend a ton of money to get a booth, yet most sales reps don’t maximize these events for pipeline.

The system I’m about to share is one that a sales rep I coach has been using successfully at Web Summit to book 8 meetings. He even managed to close two deals, while he was at the event.

Step 1: Build your profile in the event app

When you go to an event, there’s usually an app to help the attendees get to the location, understand the schedule, and communicate with other attendees. Most salespeople sleep on the opportunity to use this app to book meetings.

Instead of just using the app to plan your event, take some time to build your profile. It’s usually similar to a LinkedIn profile, with a picture, a headline, a bio, and a a few options to get in touch with you. Get all these elements right. You can apply the concepts in this free guide to help you.

Step 2: Build your list of prospects

Now that your profile is ready, you can start building a list of prospects to contact. Just like any other list, start by updating your Ideal Customer Profile. Find the types of companies you’d like to contact, and find the ATL and the BTL you’d like to start conversations with.

When this is done, you don’t have any excuse to start prospecting. You have a list of people who will be in the same room as you (even if it’s a big one), so you can get to work.

Step 3: Send a short, direct message

This is where most people who use the event app make a mistake. They craft a cookie-cutter message and they send it to everyone. They pitch their company, and ask for a meeting at the event.

Stop that immediately.

Instead, write a short, direct message. Something like: “FirstName, when can I come to see you at your booth?”.

You’d be surprised. The rep I’ve been coaching for that event was able to book 8 meetings. He did his homework, he built his profile in the app, he created a list of prospects, and he sent them this message.

As a result, he was able to get a 30%+ reply rate, he was able to start conversations, and he navigated them to book meetings.

Step 4: Meet at the event

I’ve been to a few trade shows myself, and I wasn’t prepared as I should be. I was wandering around, looking for people to approach, without meetings lined up. I ended up collecting a few business cards here and there, with almost no opportunities generated.

That was back when I was starting my career as a sales rep. Luckily, my coaching customer didn’t do the same.

With all the meetings lined up, he showed up to booths at Web Summit, had a ton of conversations, and he was even able to close two deals, while being at the event.

He didn’t approach people to pitch his product, instead he tried to understand their plans for the rest of the year and for 2025. Conversations flowed naturally, he was able to find problems, quantify them, and craft a solution with his customers.

And this is how you can book meetings at in-person events. Use the event app, build lead lists, send them a short, direct message, and have natural conversations with them at the event. This will help you maximize the opportunities from events, so try it next time you’re at one.

Hope this helps.

Cheers,

Thibaut Souyris

P.S. If you’re interested in getting coached individually like my customer, I’m opening a few coaching slots. Right now, I’m working on a weekly 1:1 coaching, unlimited WhatsApp async conversations, and custom projects when necessary. I charge €600 per month or €1.500 for 3 months, cancel any time. If that’s interesting to you, you can book a quick chat so we can see if we’re a fit.

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Tactical Selling

How to reorganize your day as a remote salesperson

How to reorganize your day as a remote salesperson

In today’s newsletter, I’ll share how you can organize your day as a remote salesperson. When working remotely, self-discipline is critical. If you can’t stay organized, you’ll spend your day procrastinating, and your results will immediately suffer.

Good remote sales jobs are hard to come by, but they still exist. If you want to find or keep a good remote position, you need a system to understand what to focus on to be successful in your professional and personal life.

Here’s mine, step-by-step:

Step 1: List your projects and tasks

Selling remotely isn’t just about running discovery calls and sending Docusigns. There are tons of different projects and tasks you need to execute to make sure you perform. There are also tons of projects and tasks that won’t help you.

The first thing you need to do is to list the projects and the tasks related, so you can have an idea of the ones that are important.

Let me give you an example. We recently moved to Mexico with my wife and my son, and the first few weeks have been super hectic. Between the move, furnishing the house, and starting new businesses, I kept getting behind my work, so I decided to list the projects and tasks that were important to make sure I could keep selling. Here are 3 projects I worked on:

Restart prospecting routine

  • Define daily ritual
  • Catch up on follow-ups
  • Add new daily prospecting blocker

Revamp content strategy

  • Review top-performing content
  • Build video recording studio
  • Add new content planning and building blockers

Launch weekly mentoring offering – Send me “Mentoring” on WhatsApp if you’re interested

  • Survey newsletter subscribers
  • Prospect existing customers
  • Build mentoring packages

Step 2: Do an audit of your day

Now that you know what projects you need to focus on, you can start auditing your day. It’s often the last thing you’ll want to do when you’re busy, but I guarantee it will help you get more clarity and reduce the stress related to your work.

To audit your day, write down everything you’re doing in a given day (you can do more than one day to get a better view of what you’re working on). Do include all the personal tasks that fill your day. If you’re working remotely, your personal and professional life will often blend. For example, here was a typical weekday for me, before reorganizing my day:

  • Wake up and take calls, catch up on messages before my son wakes up (15 min max)
  • Comment and catch up on my LinkedIn post while preparing breakfast for my son
  • Bring my son to his kindergarten
  • Clean up the kitchen, take a shower
  • Go back to working (it’s already 10AM by the time I get started)
  • Go down to grab a coffee
  • Work a bit
  • Eat lunch
  • Try to work and realize I’m too tired
  • Take a nap instead

When you do this, you start seeing patterns and realize how much time you’re wasting by switching tasks. In my case, I realized that:

  • I was working 2 hours max, because I kept getting interrupted
  • I was not present for my son when he was waking up
  • I would do sport irregularly
  • After 2PM, I’d be so drained by the constant task switching that I wouldn’t be able to get back to work

I was basically letting my work permeate into my personal life, making both less enjoyable.

Step 3: Reorganize your day

With this audit, I had a clear vision of what was wrong. I understood why I felt like there wasn’t enough hours in my day. That’s when I made a few changes that have drastically improved my efficiency and the pleasure I took from working from home.

Here’s how my day looks like now:

Image #1

As you can see, I’ve done a few major changes. My mornings are purely focused on my personal life. From 7:00 to 8:00, I take care of my son, I leave my phone in my room, and I’m trying to be fully present for my son and my wife.

Then I bring my son to his kindergarten, go the gym, and I’m back home at 9:00. From 9:00 to 13:00, I’m fully focused on working. I start with my prospecting routine, take a few calls, and work on building content for my subscribers.

Then I grab lunch, and the rest of the day is focused on running side businesses, taking care of my home, and spending time with my family.

Since I’ve reorganized my day, I’m a lot more productive, I’m more present for my family, and I have a strong sense of achievement that I had lost because of the changes in my life. I encourage you to do the same if you want to keep enjoying your remote sales position (and keep it).

Hope this helps.

P.S. If you need help running this process, I’m opening a few 1:1 remote sales productivity sessions. As I’m just launching this offering, you can grab it for $150 instead of $300 (be quick, discount ends tonight at 11.59PM Mexico City Time).

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Tactical Selling

How I use LinkedIn and WhatsApp to book meetings faster

How I use LinkedIn and WhatsApp to book meetings faster

In today’s newsletter, I’ll share how I use LinkedIn and WhatsApp to book more meetings, and to book them quicker. LinkedIn and WhatsApp are quickly becoming my favorite duo, as I have found a way to combine these two channels to turn replies into meetings.

Here’s how, step-by-step:

Step 1: Start conversations on LinkedIn

LinkedIn is the best channel to find triggers and prospects. They leave their digital footprint everywhere.

Post likes. Profile views. Event attendance. You can use all these interactions as triggers to start conversations.

For example, when a prospect likes a post about multi-channel outreach, you can use it as an excuse to start a conversation.

Something like: “Mary, saw you also liked Morgan’s post about his Captain Boomerang Play. Ever thought of using this play on WhatsApp?”

If you need inspiration, here’s a list of 26 cold outreach message templates.

Step 2: Move conversations on WhatsApp

Most people won’t reply to your outreach. And it’s absolutely fine.

But some will.

LinkedIn is a busy place. Your prospects keep getting pitch slapped. Your conversations on LinkedIn often end up nowhere.

This is where moving the conversation on WhatsApp makes sense.

Use a variation of this message: “Mary, thanks for your reply. Opposed to sharing your WhatsApp so I can show you how I use this channel to book more meetings? I found voice notes to be easier to consume.”

Step 3: Drop a voice note

Some people won’t be fine to share their WhatsApp with you. Again, it’s fine.

But some will.

When they share their WhatsApp number, don’t send them a lengthy text message. Instead, use the voice note feature in WhatsApp. You will find it at the bottom right of your screen. It’s a small microphone icon.

You’ll get a lot more replies with voice notes over text messages. When you use this feature, you humanize your communication.

It also increases the chances of your message getting heard, and getting replies. Most prospects are super busy, and answering by typing a text message is a major blocker for most people.

And this is how I use LinkedIn and WhatsApp in combination to book meetings. LinkedIn is the prospecting channel, and WhatsApp the conversation channel. If you want to try it, drop me a voice note on WhatsApp.

Hope this helps.

Cheers,

Thibaut

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Tactical Selling

Why automation killed conversations

Why automation killed conversations

In today’s newsletter, I’ll share why I think automation killed conversations. If you’re using automation to book outbound meetings, and you’re barely getting replies, this will help.

Automation is a great way to save time, and scale your outreach, but salespeople often use it in a way that hurts their performance. They create a sequence, add a bunch of templates, hit start, and get no replies.

Here’s what I think about that.

The observation

The first automation tool I used was Yesware.

It was in 2015.

At the time, you could create a sequence, enroll prospects, and your entire prospecting was on autopilot. It was a great time.

But salespeople abused these automation tools. Under the pressure of shareholders interested in multiplying their investments’ valuations, sales teams started sending thousands of outbound messages everyday.

Prospects got tired of being bombarded with crappy cold outreach messages. They got overwhelmed. They stopped paying attention.

Then came additional spam filters from email service providers, daily limits, and now email is barely usable for outbound prospecting.

What to do instead

If the situation I described above is familiar, you’re not alone. Here’s what you can do about it:

Step 1: Automate what you can

Take a step back and put yourself in the shoes of your prospects. Imagine being on the receiving end of a cookie-cutter outbound sequence. What’s your first reflex?

I personally scan all the emails, LinkedIn messages, and texts I receive and I can say within a second if it’s automated or not. 100% of people who send me automated messages end up blocked and in my spam filter, just like Lynette:

So, what can you do about it?

It’s simple; stop automating email sending. Use automation to remind you of your tasks, but for nothing else. I personally use Amplemarket to help my with my prospecting, and the only automation is a workflow that adds a follow-up task after 2 business days if the prospect didn’t reply.

Step 2: Do your homework, every day

Now that you have a list of follow-up tasks, you can use your brain for what it’s been designed for; make connections between the data you have on your prospects and the problems your solution solves.

For example, if you sent a connection request to a prospect as the first step of your sequence, and they didn’t reply, you can go back to their profile, and see if they accepted the request.

Scroll through their profile, and look for triggers you can use to catch their attention. When you find a good trigger, use a catchy, short message to get their attention.

Step 3: Alternate channels

Getting replies is all about standing out in the mailbox of your prospects. When everyone is using emails, use LinkedIn. When everyone is using LinkedIn, use your phone. When everyone is using the phone, try WhatsApp.

The best way to get replies from prospects is to use multiple channels in your prospecting sequence. Combine LinkedIn, email, WhatsApp, cold calls so you can catch prospects where they hang out the most.

For example, a lot of people are not active on LinkedIn. They have a profile, they log in once in a while, but they won’t reply to the best cold outreach if it’s only on LinkedIn. Keep trying new channels and new media to get noticed and to start conversations.

Prospecting has never been about scale and automation. Prospecting is about starting conversations, one person at a time.

Hope this helps.

Cheers,

Thibaut Souyris

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Categories
Tactical Selling

How I closed $5,000 with WhatsApp

How I closed $5,000 with WhatsApp

In today’s newsletter, I’ll share how I close deals over WhatsApp. I’ve been using it to start conversations with old prospects, negotiate deals, and send offers.

Here are my stats after 3 weeks of using it:

  • 14 conversations started
  • 10 meetings booked (71.4% meeting rate)
  • 6 opportunities created (60% opportunity rate)
  • 3 deals closed for a total of $4,925 (50% win rate)

I’m pretty excited about it. It’s a great tool to build rapport, and get direct access to my customers. I send them text messages, voice notes, videos, and documents.

Here’s my exact process:

Step 1: Move the conversation on WhatsApp

Most of my conversations on WhatsApp happen with people who I already know. Old customers, lost opportunities, people in current opportunities, and so on. Instead of communicating with them by emails, I ask if they agree to share their WhatsApp number with me.

Some don’t and it’s fine. Most of them do.

When they do, I drop them a quick voice note to incentivize them to use WhatsApp as a communication channel.

Step 2: Run discovery calls

I have recently stopped running calls on Zoom, Meets, or Teams. Prospects are too distracted. They stay focused for 3 minutes, and then, they get dissipated.

Instead, we agree on a date and time to chat, and I call my prospects on WhatsApp. People are less distracted, they stop switching tabs, and they pay attention to the conversation. Most of them take the call on their phones, so they tend to stand up and walk.

It’s more dynamic.

If we need to do a screen sharing, we use Meets or any other tool, but we stick to WhatsApp to keep each other in the loop.

Step 3: Create an async communication channel

This is where WhatsApp becomes so powerful. Instead of sending long emails, hoping I won’t get ghosted, I drop a voice note or a text message. The format forces me to send short, direct, informal messages.

It’s a great way to bring energy to my deals and keep them moving. If I don’t get a reply, I call the prospect. They can still ignore me, but I have an arsenal of tools I can use to keep the conversation moving.

Step 4: Close the deal

Finally, I use WhatsApp to close the deal. Nowadays, I work on a more transactional type of sales, which means I use payment links instead of contracts. I use Wise, Stripe, or Paypal so I can get paid quickly.

It’s a an excellent way to accelerate deals. For example, I was speaking with a customer yesterday, and I sent a €1,000 Paypal link and got the money on my account in less than 10 minutes.

I understand this may not work for bigger deals, but using WhatsApp is a good pattern interrupt, and something you can’t afford to ignore. My wife closed a €42,000 deal on the last day of Q3, and it all came down to using WhatsApp to get a reply when emails didn’t work.

These are 4 steps I follow to close deals using WhatsApp. If you’re like me (addicted to the feeling of closing deals), then WhatsApp is a great way to reduce your sales cycle length. You’ll get answers faster. You’ll qualify and disqualify quicker.

Hope this helps.

Cheers,

Thibaut Souyris

P.S. When you’re ready, here are 3 ways I can help you:

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