“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
MK
Michael Kitsis
Financial Advisor Success ·
Charlotte Delafosse · Inside The Pipeline: B2B Sales and GTM · 21. Charlotte Delafosse, Regional Sales Director at Navan - From Four Seasons Hotels to Tech Sales, Cold Calling by Persona, and Why AI Won't Replace the Room
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Open cold calls with a brief intro and ask for 30 seconds to speak
“We tell people to expect 30 minutes… the intro call was to prevent the discovery meeting from going sideways.”
“He cold-called the man who built Arizona's second-largest HVAC company and offered him equity in exchange for advice.”
“Ask open questions to get intelligence. So don't make assumptions. And the second is nobody can work in a vacuum.”
“I offer like free quick calls, intro calls. But then I offer like a monthly advisory plan with these weekly sessions.”
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