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The Fine Art Of Telephone Prospecting For Freelancers

Shaun Crowley

Adapted from The Freelance Designer’s Self-Marketing Handbook by Shaun Crowley

For many people, telephone prospecting can be a painful process. You know it’s a necessary activity—without it, your work will sooner or later dry up.

And if you wait until the long periods of downtime before you pick up the phone, the task is made all the more difficult—desperation is very easy to spot in the voice of a cold-caller.

This article shows you how to gather the courage and the impetus to phone for work, and how to improve your telephone technique for maximum effect.

The introductory phone call

Ask yourself why you find cold-calling a challenge, and you’ll probably come up with one of three answers:

  • “When I cold-call I feel like a pest.”
  • “I don’t enjoy having to sell myself on the phone.”
  • “Being rejected is very de-motivating.”

Interestingly, these anxieties are based on your perception of the call, and not necessarily on the recipients’ experience at the other end of the phone. For them, a call from a prospecting freelance designer may be a stroke of luck, a welcome interruption—not an irritation.

The key to overcoming your fears of cold-calling is to change the way you think about the task.

If you feel like a pest, you’re most likely to present yourself as a pest. If you feel like you’re attempting to ‘sell’ yourself, your recipients will feel awkward and cut you off as soon as they can. And if you feel rejected when a caller makes his or her excuses, you’ll find it hard to pick up the phone again.

Remember at all times: you are not pestering or selling to people, you are offering a valuable service. When you call prospective clients you are presenting them with an opportunity—to improve their website communications, and consequently, to increase sales of their products.

Even if you’re targeting people who don’t have a vested interest in their company’s bottom line, they can still benefit from your phone call. Quality design reflects as well on those who commission it as it does on those who produced it.

Sure, some people you phone don’t use designers, and a tiny proportion of those people may find you a nuisance. No problem, just move on to the next person. Those people who do use designers are likely to welcome your call.

Phone to get to the next stage in the prospecting process
Your ultimate destination is to arrange meeting time with a prospective client. That way you can strike up a personal relationship which will boost your chances of getting work. It’s harder for a prospective client to turn you down if they’re acquainted with you.

If you’re lucky, you’ll arrange a meeting with a contact in your introductory call. But in most cases, your recipients will be busy and unwilling to meet you on a whim. They’ll want to see your work is up to scratch before agreeing to meet.

So rather than try to ‘sell’ yourself on the phone, get their permission to email a link to your portfolio. If you’re pleasant and polite, they will probably say yes. Then you can carefully word your selling message and select your most relevant portfolio links. After all, it’s your work that should do most of the talking.

Indeed, the less emphasis you put on your initial phone call, the less pressurized it will feel for you and your recipients. You can write at your own pace; and your recipients can evaluate your portfolio at their own leisure.

Give yourself a reason for calling
When people receive a phone call from an unknown contact, their first reaction is to think “Who are you?” and “Why are you calling me?”

In your mind, your reason for calling is clearly to drum up new business for yourself. But that won’t persuade your contacts to take an interest in you. You need to tailor your ‘reason for calling’ so it appears more targeted to the needs of the individual you’re calling.

Before you call, do some quick research into the recipient’s company. Is there anything you can lead on? For example, if you’re phoning a marketing executive at an educational publishing firm, you could start your call like this:

“Hi, my name’s Jon Woo—I specialize in designing for educational publishers. So as the biggest educational publisher in Boston, I decided to give you a call…”

Or:

“Hi, may name’s Jon Woo—I’m a freelance designer. I notice from your website that your house style is similar to some of the work in my portfolio, so I thought I’d give you a call to introduce myself…”

Tell people about your ‘USP’
In chapter one of my book, I discuss the need to have a clear business offer—a Unique Selling Proposition that sets you apart from your competition.

Your USP can act as the killer punch in your phone call—the ‘Wow’ statement that convinces prospective clients that you are worth investigating.

Before you call, write a brief list of points associated with your USP that you can refer to when the opportunity arises. When a prospective client responds positively to your pitch (“Sure, I’ll be interested in checking out your portfolio, send me a link…”), you can whet their appetites further by revealing your trump card (“Great, I’ll email it to you now—oh, and by the way, I also offer free design consultation—would that be of interest to you?”)

Demonstrate your uniqueness and you’ll leave a lasting impression on recipients as they browse your online portfolio.

Find out recipients’ design needs
Use your phone call to find out about your contacts’ business set-up by asking open, exploratory questions such as: ‘”How often do you use freelance web-designers?”, “What kind of situations require freelance web-designers?”, and “What kind of design works best for you?”. There are several reasons why you should do this.

First, the information you elicit from your introductory call will help you to select the right portfolio pages to present in your follow-up email, and to select the most persuasive features and benefits to highlight (we’ll focus on this later).

Second, if the recipient isn’t interested in your offer, their feedback as to why they aren’t interested is valuable. Record all objections. Later on, as you inspect the contacts in your area, you may find patterns emerging—maybe a sign that you need to adjust your business offer.

But the most important reason for asking questions in your opening call is because it’s an effective cold-calling technique. Exploratory questions quite often open up a need for your service. Sometimes recipients can talk themselves into a positive response. You’ll often find that people start off on the defensive, but as they relax into conversation, they uncover obvious needs for using a freelance designer like you.

In many cases, you can elicit a positive response with a little gentle probing. Example:

Contact: “… No, I’m afraid we already have a team of designers. But thanks for your call. ”
Designer: “Sounds like a great set-up… what kind of design does your team specialize in?”
Contact: “Brochure and catalog design, mostly.”
Designer: “I see—so you just work on print collateral, do you?”
Contact: “No, we deal online too. That’s when we call on freelance designers—do you do websites?”
Designer: “Sure! I can send you some websites I’ve been working on…”

One of the keys to cold-calling is not to give up too easily. Keep your contact talking, and you’ll significantly increase your chances of getting hired.

Say you’ll be in the area
Even if a prospective client appears genuinely interested in your design offer, he/she might still shy away from arranging a face-to-face meeting with you in your introductory call.

One reason for this reluctance could a sensitivity to the time and effort you are taking to visit. This makes for a subconscious feeling of obligation to reciprocate your efforts.

You can soften this by making your visit appear informal and spontaneous. Pick a random day to “visit the area”. Say you’re meeting a client across the road. While you’re in the neighborhood, ask if the contact can spare five minutes for a coffee and a chat about his/her design needs.

This works best if you have already lined up a meeting with someone at the target company. Call other people working in different divisions: “Hey, I’m seeing Paul Boodell in European Product Marketing at four… While I’m there, are you free to meet up just before?”

Call as many people as you can
The law of averages states that even if your telephone manner is less than perfect, you will strike lucky sooner or later—so long as you call plenty of people.

Set yourself a target: Tell yourself you’ll phone one hundred people this week. If you’re feeling really proactive, give yourself a target of a hundred in a day!

The more calls you make, the easier it will get. You’ll find your rhythm—after ten calls your pitch will appear confident and natural.

The follow-up

Exactly how you approach your follow-up depends on the kind of response you get in your introductory call. The status of the contact, the likelihood of getting hired, and the level of enthusiasm they have for seeing your work, are all things that will influence the content of your email and how you follow-up on that email.

As a general rule, maintain phone contact with your most hopeful contacts until you get a meeting. For all others, regular email is an appropriate level of contact, so long as the contact has given you permission to email them.

Personalize your follow-up email.
A few hours after the call, send over an email. The email should be personalized to achieve maximum impact:

  • Remind the contact who you are. Don’t let the recipient confuse your email with spam before he/she opens or reads it fully. Be clear that you have already spoken to the contact, and that you are following up on the phone call as requested. Do this in your subject line, and in the first line of your body copy.
  • Remind the contact of your most relevant offer. Refer back to the contact’s needs (you should have recorded these in a spreadsheet after your phone call), and say how your design offer responds to these needs. To keep your email short and punchy, link to the relevant pages of your portfolio, where each aspect of your service is explained in detail.
  • Flatter the contact. You want your contact to warm to you, so be polite. Thank the contact for taking the time to talk to you. If you can, subtly acknowledge your appreciation of the contact’s business needs. This will help present yourself as a smart and respectful professional.
  • Include relevant links to your portfolio. Make it easy for the recipient to go straight to the page of your portfolio that will interest them most.
  • Say what happens next. Make sure the contact is aware of how you intend to follow-up. Say you intend to call the recipient on a certain day to gauge their reaction and arrange a meeting. If they know you are going to call, they may evaluate your portfolio with greater urgency.
  • Sign off with your USP. As a final reminder of your service, leave the recipient with your USP—the one most appealing aspect of your service that others don’t offer. In fact, why not include your USP in your email signature?
    Example:

From: Jon Woo Freelance Designer
Subject: Following-up on our phone call

Dear Graham,
It was great to talk to you yesterday! Thanks for taking the time to explain your business set-up and design needs.

It’s clear you work to very tight deadlines on a daily basis. To help you achieve your goals, I offer fast turnaround and a free proofreading service as standard.

You asked to see samples of my web- design, specifically in the education sector:

www.callmewoo.com/promotion/education/abbeycollege
(A website for an English Language Teaching college)

and

www.callmewoo.com/promotion/education/guardianeducationalsupplement
(A banner-ad for a newspaper educational supplement)

Feel free to browse the rest of my portfolio.

I’ll call you Friday to get your reactions (maybe we can arrange a quick meeting at a time convenient to you? I’d love to discuss how I can help you and your team.)

Thanks in advance for taking the time to evaluate my work.

Regards,

Jon Woo
Need a fast freelance designer? callmewoo.com

Phone again to request a meeting
A few days after sending your follow-up email, call the contact again and ask for reactions to the work in your online portfolio. Then ask for a meeting.

If the person likes your work, the chances are that he/she will want to meet you. Even if there’s no work right now, your contact may want to keep you in the book for later on.

Why meet?
Some clients don’t require meeting time with a designer before hiring them. Indeed, if you are offering an ‘international’ service, it’s simply not possible to meet most of your prospective clients. But if you’re targeting companies in the local area, no self-promotion works better than introducing yourself and your work in person.

So why should a prospective client take the time to meet you? There are many reasons you can give, here are just a few of them:

  1. “I also design print collateral, which you can’t judge effectively on-screen.”
  2. “I have more samples to show you that I haven’t had time to upload onto my site.”
  3. “Maybe we can discuss a brief you’re working on at the moment, so I can demonstrate how I would tackle it.”
  4. “Maybe we could integrate my visit into a creative meeting, I can offer some free design consultation while I’m there.”
  5. “I’d like to learn more about the work you do, maybe you could bring some samples to discuss the design and your brand style.”
  6. “I’d like to meet you and your team – it’s always better to put faces to names.”
  7. “I’ll be in the area next week – it’s a convenient time to drop by and see you.”
  8. “I’ll buy you lunch!”

Make contact every six weeks
Some contacts will still be reluctant to meet—maybe because they don’t have any immediate design needs or they are too busy. If this is the case, agree on a good time to call later. As a rough rule, six weeks is an appropriate gap between reminders.

Don’t kick the cat as it leaves
Unfortunately, a tiny number of people will be rude to you when you call. As much as you want to tell the contact what you really think of them, it’s important to remain polite. That person may have contacts with other prospective clients. Reputations can stick.

Keep your spreadsheet updated

Every time to call, email, or mail a contact, make a note of your activities in a spreadsheet. You can refer to your spreadsheet to find out when you should follow up next, and what specific aspects of your service you should highlight when you do.

Shaun Crowley has worked as a freelance copywriter, marketing consultant, and communications manager for a major UK publishing company. He is the author of The Freelance Designer’s Self-Marketing Handbook and 100 Copywriting Tips for Designers and Other Freelance Artists.


Shaun Crowley

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Leave a Comment
  1. You know it’s a necessary activity—without it, your work will sooner or later dry up.

    that’s just plain wrong.

    while i appreciate this step by step guide to cold calling, cold calls are a horrible way to find new work. in over three and a half years in business, i’ve never once made a single cold call. i’ve gotten work in just about every other way possible, by going to events, meeting people, networking, interacting, writing proposals, even from Facebook for crying out loud. The best way to get work is through referrals from happy customers or referral networking groups.

    if you do good work, you should never need to cold call anyone.

  2. Very good article. I’m always a bit nervous to make a call to a client. I hope this one helps!

  3. Hi Shaun:
    Great tips. I am excited to read your books.

    You are right, it’s not easy to make the first call and equally difficult to make the prospect convinced. Not everyone can make “sales” until he really decides to be a “Salesperson”.

    Please read my blog posts on this to complement your article. Also let me know your thoughts on this:
    Become the salesperson in true sense” and
    Seven Tips to become a salesperson in true sense

    I hope these blog posts complement your article.

    Regards
    Rajesh Shakya
    http://www.rajeshshakya.com
    Helping Technopreneurs to Excel and Lead their life!

  4. I liked this article, though I’m definitely inclined to agree with Jeff–my opinion is that cold-calling is rarely necessary, and can be more work than it’s worth (a lot of time investment and psychological pain for very little payoff). In addition, you’re making people do work so that you can get business–at least with a network event or a presentation you give, people know who you are and are hiring a known commodity.

    What I’d like to see, Shaun, as I’m sure you could write something nice on this–is a simple, impassioned defense of cold calling. I don’t like cold calling, as do many others, but I’m open to the idea that it could be beneficial. How has it worked for you? How does it compare to other methods of marketing? I’d be interested in an honest appraisal.

  5. I totally live by out bound calling. You will be surprised by the openness of talking to the right person on the other end of the phone! It may take a few calls, but when you talk to the right person it makes all the difference. You can always be friendly with some corporate sales reps in your area to potentially get access to their data base or just to find out who the decision maker is in those company’s your looking for.

  6. Jeff:
    that’s just plain wrong.

    while i appreciate this step by step guide to cold calling, cold calls are a horrible way to find new work.

    Jeff, that’s fairly rude and close-minded. Saying that it is a “horrible way to find new work” may be true for you, but applying it across the board is not correct. I personally know several designers that don’t even try to get work any other way and it works great for them. Cold-calling is one tool, just like a portfolio, business card, or snazzy website are just tools. None of them are a “horrible way to find new work”, nor are they panaceas.

    if you do good work, you should never need to cold call anyone.

    Again, that’s really not true. For some people, it does work that way. I’ve never had to try and do a cold-call because, thankfully, my portfolio was picked up by enough people that work rolls in by itself. I work by referral, but not everybody else has to.

    But after reading this well-written and straightforward article, I want to give cold-calling a shot, just for fun. It makes a lot more sense and appears to be more feasible after reading this. Maybe I won’t get any business, maybe I will. I think in the end, it can only provide you to better your business pitch and ability to communicate with people.

  7. I find that a good way to make good on calling is to remember the rule of 10. It states in selling services or products no matter the field for every 100 people you speak with about your product or service 10 will be interested and 1 will close with you on the spot. So I always call and keep a good outlook. Knowing it’s mainly a numbers game keeps me from becoming pee-ed off when I don’t close every call.

    Keith

  8. Amazing tips.

  9. Edward, I’m simply disagreeing with the statement that without cold calling, your work will dry up. That is, quite simply, incorrect.

    I agree that it is a tool, but if you network well and do good work, you won’t need to cold call.

  10. As a freelance illustrator, my approach is slightly different. So said, I took some keen points from this post, thank you!

  11. I can understand why some people would feel cold-calling is a horrible way to drum up business cos that’s the way I feel whenever I get cold-called myself and the reason why I’d never want to do it to anyone else.

  12. When I saw the title of this article, I cringed, but after reading these great tips and seeing the idea from a different perspective, I think I might try a cold call and see what happens!

    Forgive me for being persnickety, but the following is only grammatically correct if YOU are the biggest educational publisher in Boston.

    “So as the biggest educational publisher in Boston, I decided to give you a call…”

    I know that this is merely an example of how one might approach a cold call. I only mention it because I think it’s prudent to carefully construct your opening sales pitch before you make the call, just as you would proofread a resume or query letter before mailing it.

    Great article!

  13. Good tips..
    Will be having to start doing some cold calls soon as my work is starting to dry up so thanks for some good tips.

  14. Good article. I’ve been cold-calling for a few months now, and it really isn’t that bad. One of the things that I’ve learned is that it’s important to leave a good voice mail message. I’ve actually had people call back after hearing my message.

    Tip: Dan Turner’s website has a very good cold-calling system, and I recommend it highly. Go to:

    http://www.freelanceworkshops.com/

  15. This is a very comprehensive article. I recently launched a marketing campaign that includes phoning as the third point of contact. Do I love it? No, but it’s gotten easier.

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