Customer intent
Understand buying signals, customer concerns and tentative commitments.
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26 resources
Eight objections and useful answers
Answer the concern behind the words
Eight sales objections and what a good answer sounds like. Eight objections come up again and again on sales calls, and every good answer has the same four parts and ends by returning to a specific time. 7 min read.
Current provider or contract mentioned
The customer brings up who they use now, what they pay or when their contract ends, which puts a real switch on the table.
The customer brings up who they use now, what they pay or when their contract ends, which puts a real switch on the table.
Buying signal
Something a customer says or does that shows real purchase interest, such as asking about availability, price, timing or how to get started.
Something a customer says or does that shows real purchase interest, such as asking about availability, price, timing or how to get started.
Intent, commitments and the next step
Leave three lines after the conversation
Intent, commitments, next step: how to read any customer conversation. Every conversation should leave the team knowing what the customer is trying to do, what each side promised, and what happens next with a date on it. 7 min read.
Payment or financing asked
The customer asks about the monthly cost, the deposit, payment terms or approval, which means they are working out whether the purchase can actually happen.
The customer asks about the monthly cost, the deposit, payment terms or approval, which means they are working out whether the purchase can actually happen.
Buying signal versus flag
A signal is interest the customer showed. A flag is a problem in how the conversation was handled. They call for different responses.
A signal is interest the customer showed. A flag is a problem in how the conversation was handled. They call for different responses.
Twelve customer types
Match the next step to the caller
Twelve customer types every salesperson should be able to handle. Customer types are twelve different intents arriving in similar words, and each one has a next step that fits it and several that waste the conversation. 7 min read.
“I need to talk to my spouse”
Make room for the joint decision
What "I need to talk to my spouse" actually means, and what to say next. The spouse objection is almost never a no, and what you ask next decides whether the other person ever hears an accurate version of the offer. 7 min read.
Availability asked
The customer asks whether the offer, the product or an opening is still available, which is a check before they commit more time to you.
The customer asks whether the offer, the product or an opening is still available, which is a check before they commit more time to you.
Specific product or plan named
The customer names one particular product, plan or package instead of asking about a category or a price range.
The customer names one particular product, plan or package instead of asking about a category or a price range.
Timeline stated
The customer says when they need something in place, which tells you how to work the lead and how hard to push for this week.
The customer says when they need something in place, which tells you how to work the lead and how hard to push for this week.
Comparison shopping mentioned
The customer says they are talking to other companies or waiting on other quotes, which puts your appointment in a race for the same week.
The customer says they are talking to other companies or waiting on other quotes, which puts your appointment in a race for the same week.
Photo or document requested
The customer asks to see something specific before they commit, such as a photo, the contract, the policy wording or the fine print.
The customer asks to see something specific before they commit, such as a photo, the contract, the policy wording or the fine print.
Another company quoted
The customer has a figure from a competing company, often in writing, and asks you to beat it.
The customer has a figure from a competing company, often in writing, and asks you to beat it.
Commitment (in a sales conversation)
Something a person agrees to do next, stated clearly enough that both sides would describe it the same way afterward.
Something a person agrees to do next, stated clearly enough that both sides would describe it the same way afterward.
Customer intent
What a customer is actually trying to do, read from what they say and ask rather than from the source the lead came in on.
What a customer is actually trying to do, read from what they say and ask rather than from the source the lead came in on.
Objection versus condition
An objection is resistance you can work with. A condition is a fact that has to change before any deal is possible.
An objection is resistance you can work with. A condition is a fact that has to change before any deal is possible.
Out-of-market buyer
A customer contacting you from far enough away that distance, logistics and paperwork become part of the conversation.
A customer contacting you from far enough away that distance, logistics and paperwork become part of the conversation.
Payment quote over the phone
Giving a customer a monthly payment or price figure by phone or text before the details that decide it are settled.
Giving a customer a monthly payment or price figure by phone or text before the details that decide it are settled.
Payment shopper
A customer whose real question is the monthly number rather than the total price.
A customer whose real question is the monthly number rather than the total price.
Price objection
A customer’s stated resistance on price, which often stands in for a different concern such as the monthly payment or the cost of switching.
A customer’s stated resistance on price, which often stands in for a different concern such as the monthly payment or the cost of switching.
Price shopper
A customer working several companies on price, who will keep calling until somebody gives them a reason to stop.
A customer working several companies on price, who will keep calling until somebody gives them a reason to stop.
Renewal-window buyer
A customer whose current contract, policy or plan is coming up for renewal, which puts a date on the decision and makes the options worth explaining.
A customer whose current contract, policy or plan is coming up for renewal, which puts a date on the decision and makes the options worth explaining.
Sales intelligence
Data about companies and people you might sell to, such as contact details, company facts and signs of buying interest, used to decide who to contact.
Data about companies and people you might sell to, such as contact details, company facts and signs of buying interest, used to decide who to contact.
Spouse objection
A customer deferring a decision until they speak with a partner or another person involved in the purchase.
A customer deferring a decision until they speak with a partner or another person involved in the purchase.
Spouse or co-buyer
The second person involved in the decision, who may also need to be on the paperwork.
The second person involved in the decision, who may also need to be on the paperwork.
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