Self Improvement: Improving a Consulting Sales Call with New Client

Potential New Client "X" reached out to me whether I could provide strategic advice on a certain problem area in their business.   These are heavily sterilized notes in which I asked Chat GPT3.5 for advice on what I could have done better during the introductory call.

I am Dr Quinn.   How did I do on this call?   DId I ask good questions?  What could I have done to make this a more effective sales call with this biotech company?

ChatGPT

Dr. Quinn, based on the call transcript, you did quite well in engaging with the biotech company, XXX. Here are some observations on your performance and suggestions to make future calls more effective:

Positives:

Engagement and Active Listening: You actively engaged in the conversation by asking questions and showing genuine interest in XXX work. This helps build rapport and demonstrates your commitment to the discussion.

Expertise: Your background and knowledge in healthcare, consulting, and policy were evident, and you effectively conveyed your ability to provide valuable insights to XXX.

Relevance: You brought up relevant points about the steep rise in XXX DISEASE and the impact of XXX DISEASE INTERVENTIONIS. This demonstrates your understanding of the industry and its challenges.

Offered Assistance: You offered to provide a RESEARCH REPORT  tailored to XXX's product, showing a willingness to collaborate and support their goals.

Areas for Improvement:

More Specific Questions: While you engaged in the conversation, some of your questions could have been more specific. For example, you could have asked about XXXspecific challenges WHEN IT FACES PROBLEM XXX.   WHAT DOES IT SEE AS ITS BIG CHALLENGES TO SURMOUNT IN AREA XXX.  

Clarification: At times, it would have been beneficial to ask for more details or clarification when discussing XXX technology or plans. This would help you gain a deeper understanding of their needs.

Closing Statement: It's good practice to end the call with a clear statement about next steps. You could have confirmed the timeline for your proposal or discussed when you would follow up.  [PS - IT WAS CLEAR I WOULD OFFER A STATEMENT OF WORK AND BUDGET TOMORROW]

Aligning Services: While you offered to provide a XXX REPORT you could have discussed how your services align with XXXs specific needs and challenges, showcasing the value you can bring. [PS - WE DID THIS TO SOME EXTENT]

Summarizing Key Points: To ensure alignment and clarity, consider EXPLICITLY summarizing key takeaways at the end of the call. This can help both parties ensure they're on the same page and understand the next steps.

Overall, you had a productive call with XXX NEW COMPANY, but there's room for improvement in terms of asking more targeted questions, clarifying details, and ensuring a clear path forward. These adjustments can make your future sales calls even more effective