Paul Castain's Blog

How To Find A Potential Client’s “Risk Factors”

Posted April 16, 2024

Would you like to know a potential client’s risk factors BEFORE you call and/or BEFORE you meet with them?

Here’s something simple you can do with any company that’s traded publicly;

Get a copy of their “10-k” by visiting a free site like seekingalpha.com and while you’re there, make sure you set up alerts so you’re notified any time there’s financial news about that company (you’re welcome).

Within the “10-k,” there’s a section called “Risk Factors”.

“Risk Factors” includes information about the most significant risks that apply to the company.

This simple exercise will let you know if there’s a possible alignment between their challenges and your solution.

Additionally, you can cut and paste these risk factors into ChatGPT to craft a cold email referencing the risk factors.

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It’s one of 75+ tips that I share in our prospecting course!

Here’s a brief overview of the pre-recorded sessions;

How To Create An Effective Prospecting Plan

  • How To Get (And Keep) Prospecting On The Calendar Even When You’re Crazy Busy
  • How To Dramatically Increase Your Sales Productivity
  • How To Add Another 16-32 Selling Days Each Year WITHOUT Putting In Overtime
  • Creating An Effective “Money Hours/11:30 Plan”
  • The 3 Obstacles To Your Sales Success and The Remedy To Get You Back On Track

20 Ways To Find (And Create) Sales Opportunities

  • 10 Places Where Reps Forget To Look For Opportunities
  • An Incredibly Counterintuitive Place To Hunt For Business
  • How To Triple Your Referrals
  • How To Find Decision Makers With The Urgency To Buy NOW

Meticulous Pre-Call Planning

  • How To Do Your “Homework” WITHOUT Falling Into The Research Vortex
  • The 4 Things You Should “Google”
  • A Website You Probably Aren’t Using That Should Be Included In Your Research

How To Avoid and Overcome Phone Objections

  • 10 Cold Call Openers That Can Dramatically Reduce Phone Objections
  • 5 Phrases To Avoid At All Costs
  • How To Master The Art Of The “Pattern Interrupt”
  • The 3-Step “Objection Buster” Formula
  • How To Respond To Typical Stalls (“Send Me Your Info”, “Call Back Next Month”, Etc.)
  • How To Respond To Typical Objections (“Not Interested”, “Already Have A Vendor”, “No Time”, “No Budget”)

10 Email Tactics That Will Get A Decision Maker’s Attention

  • The 3-Touch “Promise” Sequence (Plus 3 templates)
  • 14 Ways To Establish Credibility (Plus 5 Templates)
  • The Email I Send When Someone Is Using My Competitor (Plus 1 Template)
  • 2 Types Of Referral Emails (Plus 2 Templates)
  • The One Type Of Email The C-Level Can’t Resist (Plus 1 Template)

How To Generate More Opportunities Via LinkedIn

  • Why posting lots of content on LinkedIn can be a HUGE waste of time
  • How to use LinkedIn Polls as a lead generation tool
  • How to leverage “LinkedIn Trigger Events” that are right in front of you every day
  • The 3 Touch LinkedIn Sequence and the extended 12-month communication plan
  • How to dramatically increase your response rates and set more appointments via LinkedIn
  • How to use ChatGPT to save time and improve the quality of your messaging

The 8 Tactics To Use When Potential Clients Aren’t Returning Your Calls

  • The “Prove It To Me BEFORE I Speak With You” Sequence With 5 Email Templates
  • The AI Prompt That Will Quickly Make Your Sales Messaging More Relevant To A Decision Maker
  • The “Ghosting Repellant” Tactic With Email Template
  • Tactics That Will Increase The Probability Of A Prospect Taking/Returning Your Call
  • Two Ways To Use “Multi-Threading” To Get In The Door And Stay There  

How To Prospect With ChatGPT As Your Sidekick

  • How To Use AI To Target Your ICP (Ideal Customer Profile)
  • Creating a Hyper-Personalized Multi-Channel Prospecting Sequence with ChatGPT
  • Customizing Your Cold Calls, Voicemails, Emails, and LinkedIn Templates Like a Pro – Your Style, Your Voice
  • 25 ChatGPT Prompts That Will Supercharge Your Prospecting Game

What’s Included?

(8) 60-75 Minute Pre-Recorded Training Modules

75+ Actionable Tips and Tactics

10 Cold Call Openers Templates

Objection Buster Templates With Suggested Responses

30 Cold Email and LinkedIn Templates

12 Months LinkedIn Cadence

“Prove It To Me BEFORE I Meet With You” Sequence With Templates

25 ChatGPT Prompts For Sales Reps

Email Support For Any Course Related Questions

How Much?

$299

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Company Contact Information

Castain Training Systems
(631) 455-2455
Paul Castain, Founder & CEO
paul@yoursalesplaybook.com

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