Outbound Wiki

Relevance-led cold call openers

Starting with a concise reason the call may matter to the prospect’s role, company or current situation.

A relevance-led cold call opener earns the right to continue by showing why the call matters in the prospect's world. Start with context you can name, connect it to a problem they may recognize, and let them judge the fit. Within the first five seconds, prospects try to categorize the caller as a random person or not.1 Protect the first sentence: research helps when it explains why you called. A detail about the prospect earns its place when it points toward a business conversation.

Run the opener

  1. Choose context
  2. State relevance
  3. Connect it
  4. Invite the prospect's judgment

Use this order: choose context, state relevance, connect it to a problem, and invite the prospect's judgment. Keep each move short enough for the prospect to respond before the script takes over.

Prepare the context

Before you dial, decide what makes this person's situation worth a call. Look for a circumstance that resembles the conditions in which your problem appears. Sellers are advised to ask what it looks like when someone has a problem they can solve.2

Use a company activity, a relevant post, an interview, prior outreach, or an existing solution only when you can connect it to a problem. A caller can comment on a relevant campaign or social post.3 The caller can reference content already sent on LinkedIn.4 The existing solution can also be brought into the opening.5

Write the context as a phrase. Discard it if it cannot lead naturally to a problem. Preparation should make the reason for the call easier to say, with less material to recite.

Lead with context

The first words of a cold call should be about the prospect.6

Use a structure such as: "I noticed [context], and I called because [problem]." This keeps the story pointed toward the prospect. A common thread can carry the opening when it is genuinely shared.7

Context may come from a public company activity, something the prospect has discussed, or a solution they already use. Choose the detail that gives the prospect the fastest answer to "Why are you calling me?" Then stop long enough to hear whether it lands.

Connect context to a problem

Context gets attention. Connect how you got to the prospect back to a problem immediately so the call has a reason to continue and the relevance is clear.8

State a problem or use case you can discuss.9 If an industry problem helps, use what is common in that space to make the opening more engaging.10

Try this structure: "I saw [context]. That often creates [problem]. Is that showing up for you?" Adapt the question to the context you found. Listen for confirmation, correction, or a different problem. If the prospect supplies a different problem, follow it. The opener has done its job when the prospect starts describing the situation in their own words.

Let the prospect judge relevance

Finish the opening with a question that lets the prospect assess whether the conversation deserves more time and decide whether the explanation is relevant enough to justify a meeting.11

A usable line is: "And then you can tell me if it's even moderately relevant for us to meet".11 A business-relevant opening gives the prospect room to discuss the purpose of the meeting.12

Move forward when the prospect responds to the business issue, even if your script is unfinished. The first part of the call is getting the prospect to listen to the value proposition.13

Make the context sound like a reason

Use research to give the call a reason. Avoid turning the opening into a performance of research. Your preparation should create a business-focused small-talk tone from the start.14

Use the prospect's immediate situation when you add empathy. The empathy part of the opener should respond to what is happening for the prospect in that moment.15 That can mean acknowledging the topic they appear to be exploring, the activity that led you to them, or the problem that usually follows from the context.

Keep the wording plain enough to survive interruption. One example openly identified the call as cold and described it as well researched.16 Use that approach only when you can explain what made the call researched. Specificity earns attention; a research claim without a useful detail creates another hurdle for the prospect.

What not to do

Keep these mistakes out of the opener:

  • Keep canned language out of the opener. Lead with something about the prospect and with context.17
  • Do not bury the reason under phrases such as "touching base" or "checking in." Having a reason for the call removes those phrases from the seller's vocabulary.18
  • Match empathy to the prospect's immediate situation.15
  • Use context to pique interest and leave the full pitch for the email.19

Sources

  1. 1
    “they're trying to categorize you as a rando or not.”
  2. 2
    “have to think, what does it look like when somebody has a problem that I can solve? So step one is I”
  3. 3
    “And I'll start the call commenting on that.”
  4. 4
    “That way when I do call them, I can reference the stuff that I've sent them on LinkedIn”
  5. 5
    “So what we want to do is we want to actually bring that up at the beginning of a cold call.”
    Hall of Fame: Josh Braun

    30 Minutes to President's ClubBack to the text

  6. 6
    “What matters is the first words that come out of your mouth are something about them,”
  7. 7
    “Find one common thread and lead with that upfront.”
    Sell Playbook: Cold Call Openers

    30 Minutes to President's ClubBack to the text

  8. 8
    “But to tie that context for how I got there back to a problem immediately so that they know this is gonna be a relevant”
  9. 9
    “his job in the beginning is to figure out one problem or use case that”
  10. 10
    “the problem in their space, like you can get extra fun with the problem prop.”
  11. 11
    “And then you can tell me if it's even moderately relevant for us to meet.”
    I Book 1 In 3 Cold Calls with This Opener

    30 Minutes to President's ClubBack to the text

  12. 12
    “And it gives them a chance to talk about the thing that we were there to talk about anyway.”
  13. 13
    “getting to the point where they are listening, not just hearing, listening to your value proposition.”
    Hall of Fame: Sarah Brazier

    30 Minutes to President's ClubBack to the text

  14. 14
    “And we start the call on a business small talk tone”
  15. 15
    “So that empathize part, like be a little bit more in the moment.”
  16. 16
    “this is a cold call, but it is a fairly well researched one.”
  17. 17
    “So the only thing that cannot be canned is if you lead with something about them, you lead with context.”
  18. 18
    “That's what gets touching base and checking in out of your vocabulary.”
  19. 19
    “Lead with context. Use something about them to pique their interest, then leave the pitch for the email.”