
Written by
Zoë

Reviewed by
Paul Dornier
Last updated
Most sales calls are won or lost in small moments that feel easy to skip in the flow of a conversation. These 5 things to do on every sales call help reps stay consistent, control the call, and close more deals over time.
1. Set a clear objective before the call starts
Every call needs a defined purpose before it begins, beyond a general goal like "close if possible."
Set a specific outcome such as confirming eligibility and booking enrollment, completing a plan comparison, or moving the prospect to a scheduled decision call.
Reps who start without a clear objective tend to follow wherever the prospect leads, often ending the call with a vague "I'll think about it" and no committed next step.
Before every call, be clear on:
What outcome defines a successful call.
What the prospect needs to understand or confirm before that outcome is possible.
What the specific next step looks like if the call goes well.
The objective determines the questions you ask, the information you prioritize, and the close you attempt. Without one, the call runs on improvisation.
2. Open with structure, beyond small talk
Getting to the point quickly is one of the most underrated ways to build trust on a call.
Prospects on a Medicare or insurance call aren’t expecting a long warm-up, and a rep who confirms the agenda in the first 30 seconds signals competence before the conversation even starts.
Gong research shows that top performers maintain the same talk-to-listen ratio whether they win or lose a deal, while lower performers' talk time swings by as much as 10% between won and lost deals. This is a sign they're reacting to the conversation rather than leading it.
A simple opening sounds like:
"I have about 15 minutes set aside for us today. My goal is to understand your current situation and see if there's a plan that fits what you need. If there is, we can talk about that. If there isn't, I'll tell you that too. Does that work for you?"
This approach, sometimes called an upfront contract, does two things at once. It sets shared expectations and gives the prospect permission to be honest rather than be politely evasive.
Calls that start with a defined agenda close more often because both sides know what the conversation is for.
3. Ask discovery questions that actually surface pain
Surface-level discovery produces surface-level urgency.
A prospect who says "I just want something cheaper" has told you almost nothing useful. The rep who accepts that answer and moves to the pitch will hit resistance at the close because the underlying concern was never explored.
Better discovery goes one layer deeper:
"What's making your current plan feel expensive right now?"
"Has anything changed recently that made you want to look at options?"
"What would a plan that actually worked for your situation look like?"
The goal isn't to ask more questions. It's to ask questions that reveal what the prospect actually cares about, so the presentation connects to something real rather than a generic pitch.
A common mistake is rushing through discovery when the rep thinks they already know what the prospect needs. Assumptions skip the step that creates genuine urgency and trust.
4. Treat objections as information that guides the conversation
An objection is a prospect telling you what they still need to understand before they can commit.
Reps who treat objections as roadblocks to overcome miss the real opportunity: To find out what's actually holding the prospect back and address it directly.
A useful framework for handling objections is Feel-Felt-Found:
Acknowledge the prospect's concern without dismissing it.
Validate that others have had the same concern.
Explain how the situation was resolved.
For example:
"I hear you, that's a real concern about the premium. A lot of people I speak with feel the same way when they first compare plans. What we usually find is that once we look at the full picture, including what they're currently spending out of pocket, the math actually works out differently."
Before addressing any objection, ask a follow-up question first. "Can you tell me more about what's making you hesitant?" produces more useful information than jumping straight to a rebuttal. The objection you hear is often a proxy for a deeper concern that will surface in the follow-up question.
5. Close with a specific next step, with a clear outcome
The end of the call determines whether the sales process moves forward or stalls in a follow-up queue that never converts.
Vague closes like "I'll send you some information" or "think it over and let me know," hand the decision back to the prospect without a structure for what happens next.
A strong close is specific about what comes next and gets the prospect's agreement before the call ends.
A close that advances the sale:
Summarizes the discussion and confirms the prospect's situation.
States clearly what the next step is and why it matters.
Confirms the specific date, time, or action before hanging up.
For a same-call enrollment call:
"Based on everything you've shared, Plan B covers your doctor, your medications are on the formulary, and the premium fits your budget. I can complete the enrollment with you right now, which takes about five minutes. Would you like to do that today?"
For a follow-up call:
"I'll send you the plan comparison we discussed. Can we schedule a 15-minute call on Thursday at 2 pm to go through any questions before the enrollment period closes?"
An open door at the end of the call almost always stays open. A specific next step closes it.
Why most sales calls fall short before the pitch even starts
High-volume call floors share a common problem: Reps build habits under pressure, and some of those habits hurt performance. When calls stack up and quota pressure rises, reps start cutting corners on slower parts of the call that actually drive the close.
Discovery gets rushed, objections are handled too early, and next steps stay vague, with the same patterns carrying over to the next call.
How Alpharun helps reps apply these habits on every call
Knowing these 5 things to do on every sales call and applying them consistently across every rep are different challenges.
That gap is where teams lose revenue. Managers can only review a few calls each week, so reps who rush discovery or mishandle objections go unnoticed until results drop.
Alpharun analyzes every call and shows exactly where reps apply these habits and where they fall short, at the moment it happens.
What Alpharun adds:
Full call visibility: Every call is analyzed, so patterns show up early
Moment-level coaching: Feedback tied to exact points in the call
Behavior tracking: Flags gaps in discovery, objections, and closing
Team-wide insights: See trends across all reps instead of relying on a small sample
Built-in compliance: Tracks required behaviors for regulated industries
Reps get clear, actionable feedback. Managers see what’s actually happening on calls. Book a demo to see how Alpharun helps your team apply these habits on every call.
Frequently asked questions
What are the most important things to do on a sales call?
The most important things to do on a sales call are to set a clear objective, run structured discovery, frame the solution around the prospect’s needs, and confirm a specific next step before ending the call. These steps create consistency and drive better outcomes across calls.
How do you handle objections on a sales call?
Handling objections on a sales call works best when you treat them as information rather than resistance. Ask a follow-up question to understand the real concern, then acknowledge it and respond with a clear explanation that connects back to what matters to the prospect.
How do you keep a sales call structured without sounding scripted?
Keeping a sales call structured comes from understanding the call framework instead of memorizing lines. Reps who know the purpose of each stage can adapt naturally while still guiding the conversation and covering the key steps.
How do you improve sales call performance across a team?
Improving sales call performance requires visibility into what is actually happening on calls. Teams improve faster when they identify where reps struggle in real conversations and coach those specific moments, rather than relying on general feedback.


