Many people say to never engage in cold calling.

However, when you sit down and think about it, the people that say this simply haven’t been successful with this sales technique themselves within the digital marketing funnel.

If you can do cold calling well, it has the potential to introduce your brand to a brand-new audience, develop lasting relationships, and boost your bottom line.

Below, we will dive into what cold calling is, the pros and cons of cold calling, and a few cold calling tips that will make the process more effective and efficient.

5 Tips to Succeed with Cold Calling

While there are indeed disadvantages to the cold calling sales technique, there are steps you can take to make the process more successful for your company. Here is a look at a handful of them.

1. Prepare Your Opening Statement Ahead of Time

Whether cold calling or not, a good first impression is imperative. 

With cold calls, this is your opening statement, and you only have seconds to let your prospects know they should take time out of their day to speak to you.

Therefore, your opening statement should be prepared ahead of time, rather than trying to wing it on each call. When you come up with your script as you go, you run the risk of not sounding authoritative.

When you know what you’re going to say ahead of time, you will sound more confident and in control of the conversation.

Make sure that your opening statement consists of your full name and the name of your company. By giving this information upfront, you maintain control of the call from the get-go.

Don’t forget to let the prospect know why you’re calling as early on in the phone call as possible. People want to know why you’re calling, and letting them know this upfront will ease their minds.

You can also make an opening statement about the prospect. An example may be to congratulate them on a recent accomplishment or let them know you’ve been inspired by a certain piece of work they’ve completed previously.

2. Take 1-2 Hours to Go Through Your Call List

Before you make any cold calls, take the time to go through your call list. Make sure that you are familiar with the people and businesses you are about to be calling.

Ideally, you want to tailor your offerings to the needs of the business or individual you are talking to on the other end of the line.

By preparing yourself ahead of time, you will have a higher chance of turning a cold call into a successful sale.

Honestly, this is where so many folks trip themselves up. They’re eager, sure, but they charge ahead with a generic pitch for everyone. If you take the time to notice—just a little—what’s happening in your prospect’s market or industry, your conversation instantly has context. Maybe you saw news that the company just hired a new CMO, or maybe a competitor launched something similar to what you’re offering. Mentioning those details shows you care enough to do basic research, which, believe it or not, a shocking number of cold callers skip. Setting aside those 1-2 hours isn’t just about tidying up a spreadsheet; it’s about setting yourself apart early on.

The whole idea behind this step is to make those calls feel like less of a sales ambush. Ever been on the other end of a call where someone mispronounces your name or clearly has no clue what you do? It’s awkward—no one wants that. Spending the effort to prepare can turn a one-sided sales pitch into an actual conversation. And even if you don’t close the deal on the spot, people tend to remember conversationalists, not sales robots. That little bit of extra effort builds goodwill down the line. Might not pay off that month, but it pays off eventually.

If you’re wondering just how much this sort of preparation matters, consider how people react to personalized outreach versus a blanket message. We’re all basically allergic to generic pitches—you know, the ones that might as well be addressed to “Dear Homeowner.” The minute you show you’ve done the bare minimum of homework, your odds of getting a real response go up. Not by a small amount, either. There’s a pile of research out there (have a look at LinkedIn’s sales blogs, if you’re into numbers) showing higher connect rates when reps reference something specific or timely.

Preparation isn’t just about what you say during that first call. It also helps with how you follow up (assuming you get past the first hurdle). If you’ve noted a detail about the company or the prospect’s recent activity, you can reference it in your emails or the next call. That makes each touch feel less intrusive and more like you’re actually paying attention—imagine that. People are a lot more likely to respond positively if they sense you respect their world, instead of barging in with one-size-fits-all solutions.

3. Make Sure Your Data on the Prospect Is Up-to-Date

Researching prospects before cold calling them is an important part of ensuring that this sales technique is successful.

If the profiles you currently have on your prospects were created six months ago, it is time to review them and ensure the information you have is up-to-date.

If you’re calling businesses, check their website and social media profiles to confirm the information you have. If you’re calling individuals, see if you can locate them on social media.

You want to know as much as you can about the person or business you’re calling, and this information must be current to avoid a bad first impression.

4. Listen to the Prospect; Don’t Do All the Talking

One of the most important tips that anyone can be given to make cold calling as successful as possible is to be an active listener.

While there will be a time during the conversation where you need to talk, such as asking follow-up questions, you must allow the prospect to talk and ask their own questions.

At the same time, though, you must be listening to what they’re saying. This will help you create the best possible follow-up questions that show you are listening to them and that you value them as a potential client.

And when you do ask questions, make sure they’re open-ended questions that require a full response as opposed to simply yes or no questions. This gets the customer talking so you can learn more.

By giving your prospects the attention they seek, it will only be a matter of time before your cold call turns into a successful sale. Plus, this will help with long-term customer retention.

5. Ask for the 2nd Meeting

More often than not, a sale won’t occur on that first initial cold call contact. In fact, 80% of sales will occur after the fifth call.

Therefore, you must not give up after that first call, and you must strive to secure that second meeting.

Calling back and sending emails may sound intrusive, especially if the prospect didn’t agree to them, but 75% of online buyers are interested in receiving between two and four calls before they are given up on.

Just make sure you don’t go overboard. You don’t want to call a prospect multiple times a day, along with several emails and text messages as well.

However, in the end, persistence is key.

You may also be interested in these articles:

• Create Sales Copy that Gets the Results You Desire
• Interactive eCommerce: Find out How this Strategy Boosts your Sales
• The Best Sales Prospecting Tools that you need to try

Wrap Up

Cold calling may not be the popular sales strategy that it once was, but it doesn’t mean that it can’t be effective for your business when used appropriately.

The key to successful cold calling is patience, preparation, and persistence. Avoid getting discouraged when you don’t make a sale on that initial contact, as it generally doesn’t happen for anyone.

However, that initial phone call is when you can make a solid first impression, so be prepared and confident. This will make the task of cold calling less challenging.

As mentioned earlier, cold calling should be used alongside other sales and marketing strategies.