Practice

Role Plays & Shadows

Run these with your mentor over the phone using the 5 step process. Each card carries the scenario, objective, objections with example rebuttals, and the review criteria you'll be given feedback against.

Pre-Sales Role Play #1

Cold call — new manager in an existing customer.

Objective: Set up a client visit and begin building a relationship with this manager.

Open role play

Pre-Sales Role Play #2

Cold call — new manager from a new company.

Objective: Set up a client visit, build credibility, and sell your company.

Open role play

Pre-Sales Role Play #3

Reference check call to a manager within a new company.

Objective: Check the reference, build the relationship, and smoothly transition into a sales call to set up a client visit.

Open role play

Pre-Sales Role Play #4

Cold call — new manager from a new company.

Objective: Effectively deliver your elevator pitch and set up a client visit.

Open role play
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