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Before You Qualify Prospects Using Better Questions, First Make the Questions Fit For You


While being interviewed by Geoffrey James for an article he was writing for Selling Power magazine on what managers need to do to effectively coach their sales team when cold calling, a question regarding how effectively salespeople are qualifying their prospects surfaced during our conversation. (Geoffrey is also the author of seven books and the columnist for BNET, Business 2.0, CIO, The New York Times as well as many other publications.)

You can find Geoffrey’s blog here, which lists some of the deeper qualifying questions that salespeople must learn to ask.

To go beyond these questions for a moment, what I actually found to be intriguing were the comments that readers had posted after reading his blog. Now, I’m all for and certainly encourage feedback and comments, all in the spirit of mutual collaboration, growth and stimulating a valuable dialogue. And I applaud anyone who’s willing to take the time and post their thoughts and comments, good or bad, as I am always open to a healthy debate with those who may not always agree with my point of view or share a different perspective on the subject matter at hand.

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My Blog Voted Top 100 Blogs to Boost Your Sales Skills


Just got this email and thought I’d share it with you. Looks like a good resource.


Hi Keith!
We just posted an article, “Top 100 Blogs to Boost Your Sales Skills.” I thought I’d bring it to your attention in case you think your readers would find it interesting.

I am happy to let you know that your site has been included in this list.

Thanks for your time!

When and How to Ask for Referrals


To complement my last blog where I shared some valuable tips on how to generate more referrals that were provided by my colleague Dr. Tony Alessandra, I felt we needed to get even more tactical by revisiting the positioning, language and the dialogue you need to be mindful of when actually asking for a referral, as well as the proper time and place to do so. Below is a strategy that has helped many salespeople and non selling professionals build their pipeline and their practice by knowing when and how to ask for referrals. What follows is a dialogue you can use that honors the permission based selling model that I’ve written about in my cold calling book.


What exactly classifies as a referral? If we were to create some parameters that define what a referral is, this is what it would look like.

Synonymous with “recommendation” and “testimonial,” a referral is a potential prospect that is directed or given to you by someone you know or someone you don’t know who feels that you are the best source for help or information regarding a specific, subject, product, or service.

What makes a referral so incredibly attractive and desirable is that it is, for the most part, a warm lead. That is, when you approach a referral, there is less of a need to convince or sell them. A certain degree of interest, credibility, and comfort has already been established. Chances are, there’s already a need present. All you have to do then, is turn that need into a want or a desire for your product using the questions in your needs analysis.

Typically, your clients are going to be the top source for referral business simply because they are the ones who actually utilize your product, making them the most effective testimonial you can find to endorse your product.

The following dialogue illustrates how you can establish a referral agreement with your clients. This way, you will be able to identify the clients who are willing to become a referral source for you and the most appropriate time to ask them for referrals. This is a great example of how to set up your strategy to increase the amount of referral business you currently generate.

You: “Mrs. Client, may I take a moment to share with you how I build my business?”

Client: “Sure.”

You: “Well, what I enjoy most about what I do and where my time is best served is working with my clients. I want to spend as much time as possible serving my clients and exceeding your expectations. In order for me to spend more time with my clients and less time marketing or prospecting for new business I really need the help of my satisfied clients.

Please understand, I’m certainly not asking for any referrals from you now. Personally, I feel that would be incredibly presumptuous to ask you to introduce me to other potential clients before you even have a chance to truly utilize and benefit from my services. After all, we just started working together!

However, in a couple of months or even weeks, when you are clearly realizing the benefits of my services and have gotten even more value than you expected, would you be comfortable sharing the results you have experienced with others and introduce me to those people who might also benefit from my services?”

Client: “Sure, I don’t see why not.

You: “That sounds great. Thanks in advance for this consideration. Just so I know what it will take to make you a raving fan, what can I do to make you comfortable enough to actually want to refer business to me?”

The most effective way to earn referrals is to over- deliver on the value your clients expect so that you actually exceed their expectations. Once you confirm this to be true, it now becomes a great time to ask for testimonials or a reference from a happy client.

If you find that you are having difficulty asking for referrals, then question how strong your belief is in your product, your commitment to serving your clients, and the value proposition you can deliver.

Setting up a referral agreement with your clients will remove any reluctance and make you feel much more comfortable when asking them for referrals. Since they now know this is something you will be asking of them, it’s okay to ask.

Tony Alessandra Week on CanDoGo – Generate More Referrals


Last week on CanDoGo.com was Tony Alessandra week. While a little late on the draw this week, the good news is, you can still access all of Tony’s videos and tips on CanDoGo. This one in particular I felt was so relevant during a time where customer retention and acquisition is top of mind for all companies and salespeople. Below are some best practices when it comes to asking for referrals.


Asking for Referrals
By Dr. Tony Alessandra

Watch the Video

Ask for referrals anytime a customer offers positive feedback about you, your company, or your product. Often, the best time to do so is right after your customer has a problem resolved by you, and you’ve proven that you can and will follow through. Any time you ask for referrals, follow these guidelines:

  1. Ask for specific referrals to narrow the customer’s focus. Word your questions so that the customer thinks about a specific environment and a specific situation. For example: “Do you know of any colleagues in your business club whose needs are similar to yours?”

  2. Gather as much information about the new customer as possible. In an informal, casual manner, ask about the referrals, business, needs and behavioral style. For example, ask “What did he say to you that indicated he has such a need?”

  3. Ask your customer for permission to use his or her name. This should be no problem if you have built a solid relationship with that customer.

  4. Ask your customer for help in obtaining an appointment with the referral.

  5. Contact the referral as soon as possible, and then inform your customer about the outcome of the contact. If the customer decides to buy, send your referring customer a thank-you gift. If the customer doesn’t buy, send your referring customer a thank-you note for trying.

  6. The Seven Types of Prospectors – Get Your Copy of This ebook For Free Today


    Download this ebook for free here.

    Our new marketplace requires new strategies and a new way of thinking in order to achieve more and thrive. Here, you can access these new resources I developed specifically for salespeople and sales managers to attract more prospects, boost your sales faster and coach your sales team into sales champions so they can close more sales today.

    Here’s the second in a series of new resources and ebooks I’m giving away.

    The Seven Types of Prospectors

    What kind of prospector are you? Although developing a unique, personalized approach to prospecting is encouraged, there are some pitfalls to be aware of and some communication styles to abandon that you may not even be aware of which will sabotage your prospecting efforts. Use this guide to uncover which of the seven types of prospectors you most closely resemble and what you can do to adjust your prospecting approach and communication style for maximum impact.

  7. Identify the type of prospector you are.

  8. Enable managers to best coach, train and develop their salespeople into highly effective cold callers and prospectors.

  9. Develop a prospecting style that best fits you and your prospects.

  10. Avoid the common pitfalls in communication in order to have a conversation with prospects rather than deliver a pitch.

  11. Eliminate toxic habits that cost you prospects and selling opportunities.

  12. Personalize your prospecting approach to become more comfortable and confident when prospecting.
  13. Download this ebook for free here.

    My Meeting with Zig Ziglar – A Timeless Message Regarding the True Definition of Success and How to Achieve It


    Zig Ziglar and Keith Rosen

    About 25 years ago, I read my first book on selling. It was, The Secrets of Closing the Sale. Like many sales and business professionals, this was the first book that I was ever exposed to which focused on the subject and the art of selling. 25 years later, I had the distinct pleasure of sitting down and meeting with the master of selling and personal development, the often imitated but never duplicated, Zig Ziglar.

    Now, if you’re in sales or a self help junkie, you know who Zig Ziglar is. (If not, you’re either someone who hasn’t truly invested in your career and embraced lifelong learning by continually investing in your development, you’re fairly new to the selling profession or are just starting out, or you’ve been living under a rock for far too long.) Zig (he prefers to be called Zig over Mr. Ziglar) is truly an American Legend, an icon in the world of personal and professional growth and one of my personal heroes. (The conversation I had with him further cemented why this is still true today). Zig has shared the platform with many distinguished Americans such as Presidents Ford, Reagan and Bush and has authored over two dozen books on personal growth and success, family, sales and leadership that have touched the lives of millions of people across the world.

    Zig has an appeal that transcends barriers of age, culture, industry and occupation. Since 1970, he has traveled over five million miles across the world delivering powerful life improvement messages, cultivating the energy of change.

    Zig Ziglar’s corporation is built upon the same philosophy he expounds to his audiences – hard work, common sense, fairness, commitment and integrity.

    In his autobiography, Zig offers a candid and inspiring account of his transformation from a “too small, poor boy from Yazoo City, Mississippi,” to one of the world’s most highly regarded motivational experts. At the heart of his story are his many heroes who modeled solid values such as faith in God, commitment to hard work, compassion for others, common sense, integrity, and a sense of humor.

    “Wow! What an amazing experience. What did he teach you that was new?” This is the first reaction I would typically hear from people when first telling them I had spent an afternoon with Zig and time at his headquarters. So, what impact did Zig leave on me that I have taken to heart? What profound, new and valuable message was I able to walk away with from my meeting with this highly acclaimed guru and though leader?

    Before I answer that, (no, I won’t make you wait until my next blog post) here are just a few of the things that Zig and I casually chatted about. (Our conversation was videoed and I will be posting the video to share with you in the very near future.)

    • How the selling profession and the profile of a salesperson changed and evolved since the time he authored, The Secrets of Closing the Sale, 25 years ago.
    • What salespeople need to do today to ensure their success in this new marketplace.
    • What leaders need to be more mindful of if they want to ensure the success of their organization.
    • The people who have impacted his life the most.
    • Zig’s definition of integrity.
    • A message for the younger generation out there, who are working hard at trying to build a successful career and a family.
    • His legacy.
    • What parents need to do to be more accountable around raising children with stronger, more meaningful values.
    • How people actually go about developing or upgrading their attitude.

    I was fortunate to gain the perspective of such a worldly man grounded in the values that matter. You would even think that it would be a bit of a challenge to retain all of the gems Zig shared with me. Conversely it wasn’t. It was surprisingly, yet reassuringly very simple. You see, the ultimate epiphany I had, the priceless message that Zig delivered, was grounded in the core principles that are and have always been right in front of us.

    Zig reinforced what really mattered most; the basics. Yes, that’s right. The basics that we so often gloss over, neglect, take for granted and assume we already have in place. The very basics that are paradoxically, still the undeniable and timeless secret to success and designing a life worth living.

    The basics of truth, being your word, living a life of integrity, honoring your core values and your commitments, honesty, family, faith in yourself and helping your fellow man and woman selflessly and graciously. Yes, the basics that our society seems to have an unyielding tendency to put aside and dismiss in search of the latest and greatest, the next “Big Thing” or the flavor of the month. We have fooled ourselves into thinking there is some other secret out there that would help us get what we want most and propel us to where we want to be, both in our home life and at our work life.

    We are hiding behind the guise of “What’s next” without honoring the core, fundamental beliefs and values that make us all worthwhile human beings. As we immerse ourselves in our own thinking, as we get distracted and challenged by the upsets and problems at work, as we continue to allow the media to erode our thinking and our heart-centered priorities as well as sensationalize our deepest fears and insecurities, we move farther and farther away from the person we truly want to be, and then with a shock, we turn around and notice that the person we have become, is not the person we want to model, especially for our children.

    Our integrity has now been compromised, and we wonder why we continually feel, “off,” out of sorts, or out of balance with ourselves, regardless of how much more money we make or what other possessions or successes we amass. We can’t understand why personal satisfaction, our self worth, sense of fulfillment and our peace of mind continually escapes us and our grasp, and becomes more and more elusive.

    To reinforce Zig’s message, I’m reminded of a conversation I had with his son. When talking with Tom Ziglar, the CEO of Ziglar, Inc., he shared with me so many wonderful stories about his dad. During one of our conversations, he shared with me one of his dad’s quotes which was, “How much better would world be if people cared as much about their responsibilities as they do their rights.” With the level of greed and American Entitlement that has plagued our society, which has only come into our direct line of vision due to our challenging marketplace and the media continually reporting on the failure of so many large institutions and organizations, this message is so timely today, more than ever before.

    Zig’s message touches the heart, soul and spirit of everyone he interacts with, especially those who work with him. It was during my video shoot later that day, as I was filming some new training and coaching insights, when someone else in Zig’s office shared another story that is yet another testament to Zig’s character and being a man who lives by his word and walks his talk. I was told that, throughout all of the years Zig has traveled the word, before every seminar or presentation he ever delivered, even as they’re introducing him and calling him on to the stage, he would always make it a point to pick up the phone and call his wife, just to tell her he loves her.

    What a better place our world would be if every man and woman would call their spouse or significant other on their way to work, just to say, “I love you.” To this day, Zig cherishes his wife and the relationship he has with her (the Redhead, as he lovingly refers to her in his books). He keeps her on the pedestal that she so rightfully deserves to be on. Again, what would our world be like if we followed in Zig’s footprints, doing the things that really matter most.

    When it was time to conclude our conversation, one of the final questions I asked Zig was, “I’m not sure if you’ve been following the numbers on your book sales and where they rank in terms of popularity. So I took the liberty of seeing how The Secrets of Closing the Sale has been doing on Amazon. Currently, your book holds the following rankings regarding how popular they are in specific categories. In the category of sales and selling, your book is rated number 15. Now, here’s what I found interesting. Under the category of spirituality, your book is holding strong at number 3. Now, I know you’re a very spiritual man. And regardless of your faith, how do you explain this? What’s the connection between success at selling and spirituality?”

    To that question, Zig smiled and responded with a resonating message that reinforced why the holistic approach to professional development will always be the most effective and long lasting. That was, while skill, talent and what you do is important, it is the essence of a person, your character and who you are that matters most.

    At 82 years of age, he still has that spark, that twinkle in his eye, that presence he naturally exudes from a man who we can all use as a model of what it means to be not just remarkable, but to be human; that’s the Zig we know and love.

    I don’t know if there are too many authentic heroes like Zig left in the world, and I know he’s still one of mine. And as I look on my desk at the gift that my children had given me just the other day (an early Fathers Day present), I’m reminded why I do what I do and what gets me out of bed each day. My five year olds (twins) came back from school and in their youthful exuberance, handed me a picture frame they had made with the cutest picture of each of them wearing a suit and tie that their teaches had dressed them in. On the top of the frame it said, “When I grow Up I want To Be Just Like My Daddy.” How important our role is as parents, our most significant role we will ever have. That message was a happy reminder of how important it is for me to follow in the footprints of success that my hero has left behind for all of us to travel on.

    I am profoundly and deeply appreciative of my time with Zig and of the gifts that he has shared with the world.

    And to Mr. Zig Ziglar I say, I am grateful for the contribution you have made to me, as well as the impact that you have had on all of us throughout the years. Keep shining.

    My Afternoon with Zig Ziglar


    Here’s one of the photos that was taken at Ziglar headquarters in Plano, Texas in the studio after my conversation with Zig last week that I’m fortunate to say we captured on video. So, keep your eyes out for those clips which I hope to post soon!

    Zig Ziglar and Keith Rosen

    PODCAST: Benchmark Best Sales Practices to Achieve Your Sales Goals


    Listen to the full podcast here.

    Companies are running so fast in an attempt to catch up on their sales numbers that they aren’t aware of the blinders they’ve developed which are obstructing their view of the fuller picture when it comes to selling and driving the right sales activity, especially the deeper level of questioning and discovery every salesperson needs to engage in today.

    Sure, you can ask your prospects the more generic questions about the current products, services, solutions and venders they currently use. But what about the questions that facilitate a buying decision; the tougher questions that help you better understand if this prospect is, in fact, even qualified to buy from you now, in the near future or ever? Delivering a recent seminar to a senior team of sales professionals reinforced how most salespeople, regardless of how experienced or seasoned, are still stepping over the additional questions I’m suggesting we need to ask.

    I’m referring to questions that uncover:

  14. A deeper understanding of how they buy,

  15. How they make decisions,

  16. The internal workings of the company,

  17. The people and egos involved,

  18. The process they are going to go through when they hang up the phone with you or end the meeting and then attempt to solve the problem or find a new solution on their own using the resources or venders they currently have,

  19. The concerns or roadblocks that you could encounter down the road that would stall or destroy the potential for a sale,

  20. The timely and relevant issues that are going on internally,

  21. The overall mood of the company and its leaders, and so on.
  22. Here’s a tip from your coach: Low closing percentages = a misalignment in who you should be presenting to and following up with in the first place.

    If you don’t have the answers to these questions, you’re robbing yourself of the opportunity to enjoy the certainty and peace of mind that comes from utilizing a formulaic approach to selling. After all, if you define it, you can then refine it.

    So, if you’re ever wondering why you or other salespeople fall into what’s known as a ‘sales slump,’ here’s the main cause of that. They aren’t honoring their sales process by the numbers and as such, those who continue to ‘wing it’ as their overall selling strategy are destined to experience the ups and downs in performance and in their stress level, as well as the waning sense of satisfaction and confidence that’s sure to follow in its wake when this amount of ambiguity and uncertainly is present.

    In this podcast, I detail several critical questions you need to answer that will enable you to uncover the gaps in your data pool that in turn, will help refine your overall approach to how you prospect and sell and the measurable effort that’s required for you to do so successfully.

    Listen to the full podcast here.

    PODCAST: Want Full Accountability Within Your Team? Coaching People to Become More Accountable


    Listen to the full podcast here.

    Sure, we can’t control many of the things going on in the economy. However, what managers and business owners can control is how they go about realigning their thinking and efforts around how they are continually developing their people, which begins with how these managers develop themselves into the leaders they can be in this new age.

    It’s evident that many organizations have lost sight of the primary objective of management and leadership, which is simply this: To make your people more valuable.

    There are several issues at work that inhibit the manager’s ability to get their people to be more accountable around their goals.

    1. Is there a consequence to their actions or non-actions? And that consequence can come from you (i.e. the affect on their salary, position, job, bonus, satisfaction, peace of mind and so on) or from a personal cost they would feel themselves by not changing.


    2. Building off number one above, it’s all about how you position this conversation around accountability. This is always a tough job for managers, because most of the time, they get on their soapbox and preach the consequences to their team. This often sounds like: “You can be more successful if….” or “You can make more money if only you would …...” or “If you don’t turn this around you’re going to (be out of a job, get fired, fail, and so on).”


    3. This falls on deaf ears because for someone to truly internalize this message and make it real for them, they must hear the consequence in their own words, through their own voice and arrive at the consequence on their own. They need to recognize it, say it and declare ownership around it.

      And the only way to do this is by asking them better consequential questions. In this podcast, I’ll share with you the steps you can take to coach people to become more accountable around their job and their goals, and the questions you can use to achieve this critical objective. (Oh, and did I mention that by following this process, you no longer have to be positioned as the bad guy!)

      Listen to the full podcast here.

      A Cold-Calling Conundrum: If You’re Not Passionate About What You’re Selling, How Can Your Prospect’s Be?


      Watch the Video

      Salespeople wear their emotions on their sleeve. As such, your prospects will sense your reluctance or fear. A prospect wants to do business with a salesperson that’s excited about what they have, not someone who is struggling to promote their product or service.

      Rather than a sign of conviction, this can be construed as a sign of doubt or uncertainty. If you’re not convinced that what you have to offer is important enough to make a call, then how can you expect your prospects to get excited about what you have to offer? This will sabotage your cold-calling efforts, cultivating an unhealthy relationship from the start.

      From: The Complete Idiot’s Guide to Cold Calling

      Related Winning CanDoGo™ Insights

      Never Cold Call Again

      A Great Sales Coach Uses His Heart

      Call Me Back Please!