The Ultimate Live Transfer Pitch: Strategies for Success

Boosting Sales with an Effective Live Transfer Pitch

If you're in the live transfer leads business, having a well-organized pitch is crucial. 

I always appreciate when clients take my advice about organizing their pitch. Many clients initially say, "thanks, but I got it," but when I listen to their recordings, I often get a good laugh. In today's world, even the "know-it-alls" need to humble themselves and realize there's always something new to learn. Once you understand that I'm here to help you become more successful, you'll have a better chance of closing deals.

Here's a basic pitch structure for handling a live transfer, divided into five sections. Just adapt it to your specific business:

Greeting: When taking a live transfer, start by thanking the person for transferring the call. Introduce yourself and ask for their name to establish control of the conversation. Avoid giving them too much control by asking "How may I help you?" Make sure to have a document ready to take notes.

Pre-Qualifying: Determine if the caller is a good candidate for your pitch by asking qualifying questions. Write these questions down on your document. Mix in some information-gathering questions as well.

The Pitch: This is where you build value for your product or service. Highlight the benefits and why the caller would want to do business with you. Identify the prospect's hot button by asking, "What motivated you to transfer to me today?" Focus on features that resonate with their hot button. Be prepared with different directions for your pitch based on various hot buttons.

The Close: Remember the ABC rule: Always Be Closing. Offer choices rather than a simple yes or no. For example, present two packages (A and B) and suggest which one might be best for them. This approach often leads to a decision rather than a rejection. Document these options in your notes.

Handling Objections: Anticipate common objections and prepare responses in advance. Write down potential objections and your comebacks below each one. Practicing these responses will help you handle objections smoothly.

Finally, practice makes perfect. Role-playing your pitch is essential, even if you're a natural salesperson. Just like professional athletes, the best salespeople hone their skills through practice. Take it from me, the most successful salespeople are those who have a well-practiced, written pitch.