EXAMPLE ARTIFACT
Anonymized example of a daily call review delivered to a Producer after a cold call. Names, companies, and identifying details have been changed. This is what daily coaching looks like in practice.
CALL REVIEW · 04.21.2026 · MORNING REVIEW
[Producer Name] · [Prospect Company] Call
REVIEWED BY JAMIE WILLIAMS · YOUR SALES ENERGY
[Producer Name],
Reviewed your call with [Prospect Company] this morning. There is a lot to work with here, both good and correctable. Read this carefully before your next dial block.
The opener collapsed
You opened with: "Just trying to figure out who makes decisions for your company on IT or..."
That "or..." at the end is the problem. You trailed off. You did not finish the sentence. The prospect had to interrupt you and ask you to repeat yourself because the delivery was unclear. Then when you restarted you led with a company description instead of re-anchoring the opener, and the prospect had to ask you to clarify again.
That is two stumbles in the first 45 seconds. Two opportunities for the prospect to mentally check out before the conversation even started.
This is the number one priority. One opener. Memorized cold. Run the same way on every single call. Not a close approximation of it. The actual words, in order, every time. There is no part of the call more important than the first 20 seconds and right now that is the most inconsistent part of your game.
You did something right and walked away from it
After the prospect gave you his email address, you asked him: "Just curious, what does [Competitor] really do well for you guys? What keeps you coming back?"
That is a great question. That is exactly the kind of probe I want you running on every call where a competitor is named. You surfaced it instinctively and I want you to recognize that.
Here is what the prospect said:
"I need to be honest with you, they're just really fast."
Fast. That is the only thing he could name. Not strategic planning. Not security. Not business continuity. Not a roadmap conversation. Fast. As in, they pick up the phone quickly when something breaks.
That answer is not a ringing endorsement. That is a prospect telling you, without knowing it, that his current provider is reactive and nothing more. He is not getting proactive strategy. He is not getting a technology roadmap. He is getting a break-fix vendor with a good response time.
That is a Challenger moment. That is the moment where a trained Producer says:
"Most of the companies we work with tell us their IT provider is great at putting out fires but the conversation about where the business is going never really happens. Does that sound familiar at all?"
Now you are teaching him something. Now you are making him feel something about his current situation that he did not feel when he picked up the phone. That is the moment that separates a call that ends with an email address from a call that ends with a meeting.
The close evaporated
At 2:36 the prospect said: "We're always open to reviewing stuff."
That is an opening. That is a prospect telling you he is not closed. And what did you do with it?
"Yeah, yeah. Totally. Well, I'll get that information over to you. I appreciate the info. And yeah, you have yourself a great day."
You thanked him and hung up.
A Producer who hears "we're always open to reviewing stuff" and responds by ending the call has not yet learned how to close. That line from the prospect is not a dismissal. It is an invitation to ask for something. The minimum response is:
"I appreciate that. The most useful thing I could send you is pretty specific to what you are actually running right now. Would it make sense to get 20 minutes on the calendar with whoever owns the IT decisions there, just so I know what to put together?"
Now you are not sending an email into a void. You are converting a warm close into a meeting request. You used his own words to justify the ask. And if he says no, you have still done more than you did by hanging up.
The pattern I want you to see
Across this call, here is what happened: you found the right thread twice and dropped it both times. You asked the right competitor question and did not follow through. You heard an open door at the close and walked past it.
This is not a confidence problem and it is not a script problem. It is a recognition problem. You are not yet seeing in real time what those moments mean. That comes with repetition and with someone pointing it out until you start seeing it yourself.
That is what these reviews are for.
Before your next dial block
- Run your opener out loud ten times. Record it. Listen back.
- Memorize this line: "Most companies tell us their IT provider is great at putting out fires but the roadmap conversation never really happens. Does that sound familiar?"
- When a prospect says anything that sounds like "we're open to it" or "you can send something over," your next line is always a meeting ask. Practice that transition until it is automatic.
Good work getting the competitor intel on this one. That instinct is real. Now we build on it.
Talk tomorrow.
Jamie Williams
YOUR SALES ENERGY