Convert & Close Playbook
Isabelle Riley avatar
Written by Isabelle Riley
Updated over a week ago

This playbook is centered around 2 key methods for using the Kaspr dashboard to your advantage, ensuring more closed wins by nurturing your lead outreach.

The Basics

Before delving into the strategies, here are a few resources on sales cadences and nurturing techniques to add a few more tips to your toolkit:

1. Value-based Selling

  • Value-based selling focuses on the prospect and their needs rather than the solution you’re trying to sell. It’s a technique used in B2B prospecting to nurture, build relationships, and ultimately help buyers make the right purchasing decisions.

  • We've also compiled a list of 7 Sales Styles and Techniques for Winning Deals in 2024, to read the article, click here.

2. Cold-calling Strategies

  • In our videos series Cold-calling Blueprint on our Prospecting On Demand platform, Elric Legloire, co-founder of the SDR Game, breaks down essential strategies cold calls.

  • Callum Beecroft (The Phonejacker) walks you through his cold-calling CTA strategies, and highlights why asking your prospect, "Is there any reason why you wouldn't like to invite me to a call to discuss this further?", can help you close faster.

3. Sales Cadences

  • A sales cadence is like a plan for talking to potential customers. It’s a step-by-step outreach sequence with emails, phone calls, and other channels.

    • All you need to know about sales cadences here.

The Convert & Close Plays

Tasks & Tags

  1. Use the Kaspr dashboard to organize your leads.

  2. Create tags for your leads and tasks for yourself or your team.

  3. Keep your pipeline organized by streamlining your leads and to-do's.

In this first tutorial, Isabelle from our product team walks you through using the Kaspr dashboard to organize your leads. You can create tags for your leads' profiles to help your team stay organized and have your leads categorized. In addition to this, we show you how to set up tasks for yourself or your teammates to follow-up on your pipeline.

Speed up Cold-calling

  1. Once you've enriched your prospects' contact information via the Kaspr widget or workflows, you can call your leads directly from your dashboard.

  2. Use the Aircall or Ringover integrations to cold-call.

In this second tutorial, our product team walks you through using the Kaspr dashboard for cold-calling. You can use our Aircall and Ringover integrations to quickly get in contact with your leads - without ever having to leave the platform.

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