What Should an Agency Ask Before the First Sales Call?

“Hi, can you help with our marketing?”

It is a promising message, but it leaves plenty unanswered. What does the prospect need? When do they want to start? Is their budget suited to your services?

Finding out takes a conversation. When your team is busy delivering client work, that conversation can be delayed.

Ask a few useful questions

The opening exchange should help both sides decide whether a call makes sense. Start with:

  • Which service are you interested in?
  • What are you hoping to achieve?
  • When would you like to get started?
  • Do you have a budget range in mind?

Keep it conversational. A prospect should feel welcomed, rather than presented with a long application form.

Prepare your team for the handover

Oleyn can respond to incoming enquiries, collect qualification details and route conversations to the appropriate team member.

That gives the person following up a useful starting point. They can prepare relevant questions and examples instead of spending the first part of a call gathering basic information.

Leave room for judgement

An early conversation rarely tells the whole story. A prospect may need help defining their brief or understanding what a realistic budget covers.

Use qualification to prepare for a better discussion. Let your team assess fit, explain options and build the relationship.

See how Oleyn can help your agency manage incoming leads. Book a demo.

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