Warm Calling
– How to contact customers the NCAB Way
chapters
lessons
Quizzes
assignments
warm calling blitz
min of video time
How do we contact new customers the NCAB Way?
The purpose of this course is to give you a step-by-step guide on how to contact customers the NCAB Way. Some may feel that contacting new customers can be uncomfortable, but after this course, we dare to promise you will find it much more enjoyable!
This course is for you who have a customer-facing role, but everyone is welcome to do it.
This course is quite long, so we recommend that you do several breaks or split up your learning sessions into smaller pieces. We also encourage you to continuously share your findings and reflections with a colleague, who is also taking this course. By discussing the content, you will help each other learn by sharing experiences, resonate and reflect.See more tips for a successful learning journey below.
You can download all video transcripts further down (for printing or translating), and when you have completed the course, you can always re-do the course, or just re-watch all the videos as many times as you want.
Good luck!
Meet your tutor!
– Ryan Pellow, NCAB UK
Tips for a successful learning journey
- Put your phone on silent
- Close your e-mail and all unnecessary tabs
- Study in intervals (“Pomodoro”-style): study 25 min, rest 5 min, stydy 25 min, etc.
- Make it comfortable: sit in a nicer chair, bring a cup of tea/coffee, a fruit. What do you need to make it into a nice experince?
- Have good headphones
- Do the course together or at the same time as a colleague, and then discuss the topics throughout the course
- Have a translation app open if you need it
- Decide how you will celebrate when you have completed the course
%
found this course useful or very useful in their sales work
%
liked contacting customer more after completing this course
%
estimated their number of customer visits increased after completing this course
This course helped me get a new client and build relationships with several more potential clients
It’s been really useful to think about new ways to find potential customers
Even though I have many years in sales I found some good insights in the course
I like the content a lot and I already see the success of my team!
It helps a lot and comes to be an instruction on my daily work on how to prepare and communicate with customers either new or current
VIDEOS will give you new knowledge. Click here to download the manuscript from all videos if you want to print them.
QUIZZES will help you remember your new knowledge.
EXERCISES will help you practice your new knowledge.
REFLECTIONS will help you take a moment to reflect on the new knowledge and commit to new goals and activities going forward.
The course includes:
Chapter 1
Introduction (15 min)
→ Lesson 1: Introduction to Warm Calling
→ Quiz
→ Reflection
→ Assignment: Which type of calls do you receive?
→ How did it go?
Chapter 2
Warm Calling values (15 min)
→ Lesson 2: Warm Calling values
→ Quiz
→ Reflection
→ Coffee & reflect
Chapter 3
Strategic leads (25 min)
→ Lessonn 3: Local strategy
→ Quiz
→ Lesson 4: How to find leads
→ Quiz
→ Coffee & reflect
→ Assignment: Find leads!
→ How did it go?
Chapter 4
Validation (35 min)
→ Lesson 5: Why validate?
→ Quiz
→ Lesson 6: Validation part 1
→ Quiz
→ Lesson 7: Validation part 2
→ Quiz
→ Assignment: Validate!
→ How did it go?
Chapter 5
Just before calling (25 min)
- Lesson 8: Find your good place
- Quiz
- Lesson 9: How to make a Warm Call
- Quiz
- Coffee & reflect
- Assignment: Listening
- How did it go?
Chapter 6
Keeping it up (25 min)
- Lesson 10: Follow up – The extra mile
- Quiz
- Lesson 11: Follow up – Creative contact
- Quiz
- Coffee & reflect
- Assignment: How can you follow up creatively?
- How did it go?
Warm Calling Blitz!
Now it’s time to Warm Call in a Blitz! A blitz is simply bringing some people together to use all your new knowledge and make a joint effort to call customers.
Chapter 7
Outro (15 min)
- Lesson 12: Outro
- The Warm Calling SuperQuiz
- Reflection: Your next month Warm Calling
- Feedback survey
Contact;
- your local sales manager
- Michael Larsson (GF), [email protected]
- Ryan Pellow (UK), [email protected]
Contact;
- Eva Holm (GF), [email protected]
- All video transcriptions ›› (for reading, translating and/or printing)
- Warm Calling Checklist - what to do before, during and after a warm call
Team training material: