{"id":24319,"date":"2020-04-15T09:52:44","date_gmt":"2020-04-15T15:52:44","guid":{"rendered":"https:\/\/www.vendasta.com\/blog\/?p=24319"},"modified":"2026-01-09T22:23:14","modified_gmt":"2026-01-09T22:23:14","slug":"consultative-selling-strategy","status":"publish","type":"post","link":"https:\/\/www.vendasta.com\/blog\/consultative-selling-strategy\/","title":{"rendered":"Consultative Selling Strategy: How to Research a Lead and Develop the Right Questions"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text admin_label=&#8221;Intro&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"font-weight: 400;\">Consultative selling is all about creating meaningful relationships. And every meaningful relationship is built on trust.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In order to establish trust with potential customers, you have to show that you care about them and understand their problems.\u00a0\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can show empathy by doing the right research and asking the right questions.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this post, we focus on the research phase of a consultative selling strategy. We\u2019ll outline the information you need to gather, where to find it, and how to put it all together to ask the right questions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">[et_pb_section global_module=\"112902 \"][\/et_pb_section]<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;What is Consultative Selling?&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"What is Consultative Selling\"><strong>What is Consultative Selling?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Consultative selling is a sales methodology that focuses on providing solutions to a customer\u2019s needs. This approach is based on getting to know the customer and their pain points instead of simply introducing them to your products or services. The goal is to create healthy customer relationships that turn into loyal customers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In our <\/span><a href=\"\/blog\/consultative-selling-guide\/\" ><span style=\"font-weight: 400;\">main guide<\/span><\/a><span style=\"font-weight: 400;\">, we go into greater detail about the four stages of consultative selling and provide useful selling tips. In this post, we\u2019ll learn the strategy behind this sales method and how to implement it in your business.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;What is a Consultative Selling Strategy?&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"strategy\"><strong>What is a Consultative Selling Strategy?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">A consultative selling strategy is the plan behind a needs-based selling approach. At Vendasta, we have a four-stage strategy that includes demand generation, research, asking questions, and solving problems. An effective consultative selling strategy includes all of these stages plus best practices on how to accomplish each step.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We can write novels about lead generation. However, this guide focuses on the strategy that\u2019s implemented after a lead has been nurtured and is ready with their problems.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;How to Research Before a Consultative Sales Call&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"research\"><strong>How to Research Before a Consultative Sales Call<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Once you have a lead, it\u2019s time to prepare for the call.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is the second stage of the method, the research phase of a consultative selling strategy.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Research is how we learn about the people and businesses behind \u201cleads.\u201d But it takes more than just learning names and mapping locations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So what is consultative selling research?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s gathering the information and knowledge that will help you build trust with a prospect.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ve broken down this information into four main categories:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Personal and business information<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Place in the buyer\u2019s journey<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business and competitor insights<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Product knowledge<\/span><\/li>\n<\/ol>\n<h3><strong>Personal and Business Information<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Before you talk to a prospect, it\u2019s important to know the basics. Personal and business information you should always have before a call includes:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">First and last name<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company name<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company size<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Industry information<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business location or locations<\/span><\/li>\n<\/ul>\n<p><em><span style=\"font-weight: 400;\">Where to find it<\/span><\/em><i><span style=\"font-weight: 400;\">: <\/span><\/i><span style=\"font-weight: 400;\">The best CRMs today should make it easy for you to find this information.<\/span><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24350 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/3-Intro-to-SSC.webp\" alt=\"Sales &amp; Success Center\" width=\"1920\" height=\"1080\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can also learn more about a lead via social insights. It\u2019s always worth skimming through a brand\u2019s social media accounts and reading conversations and reviews. If the name is difficult to pronounce or new to you, for example, you can take time during the call to confirm how to pronounce the name and make notes for the follow-up call.<\/span><\/p>\n<h3><strong>Place in the Buyer\u2019s Journey<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">It\u2019s true that today, leads may come in during any phase of the buyer\u2019s journey. It\u2019s up to the sales rep to know where they are coming from. This information helps you build a consultative selling strategy and close a deal.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So what do you need exactly? And where can you find it?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A complete sales CRM should be able to tell you where your lead is in their buyer\u2019s journey. For example, our CRM has a feature called hot lead notifications. This feature is handy because it not only tells you when prospects are ready to buy, it also provides information such as whether they interacted with your store, an email, or another part of the journey.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24346 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/4-CRM-hot-leads.webp\" alt=\"hot lead notifications\" width=\"1920\" height=\"1080\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Our CRM also has an activity feed dedicated to real-time tracking of a prospect\u2019s activities. With this real-time information, a sales person can know if a prospect is interested in a product or needs help finding a better fit for their business.\u00a0<\/span><\/p>\n<h3><strong>Business and Competitor Insights<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Imagine talking to a prospect for the first time but already knowing tons about their business. That\u2019s powerful. The research phase of consultative selling should always include learning more about how a business is doing. You can do this via a wide range of tools.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you sell digital marketing solutions, for example, we have a powerful industry tool called the Snapshot Report. Sales professionals can use this tool before a call to learn how the local business is doing online. This insightful digital marketing report can then be used to have a real conversation based on the person\u2019s needs.\u00a0<\/span><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24342 size-full\" src=\"\/wp-content\/uploads\/sites\/6\/2025\/07\/8-Generate-a-Snapshot-Report.webp\" alt=\"Snapshot Report\" width=\"1920\" height=\"1080\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Business and competitor insights should be tracked in one place, such as a CRM.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><strong>Product Knowledge<\/strong>\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As you learn more about a business and anticipate its needs, also brush up on information about the products and solutions you offer that match.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><em>Remember<\/em>: Consultative selling is all about providing solutions, not products. This is all the more reason to learn what type of solutions the products provide.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, a sales CRM has a bunch of features you can talk about, such as sales pipeline software. But how does it solve a customer\u2019s real problem?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few tips on how to learn about the products and services in your portfolio:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Read marketing materials.\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Whether it\u2019s the website or a blog, online content is marketed with the consumer\u2019s pain points in mind.\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Test the freemium version of the product and learn how to use it.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Take advantage of sales training resources.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Now that you have all of this valuable information, it\u2019s time to learn how to turn the knowledge into questions.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;How to Prepare the Right Questions for Consultative Selling&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 id=\"questions\"><strong>How to Prepare the Right Questions for Consultative Selling<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">People visit a website or contact a sales rep because they have a problem. And while you might know where they are along this journey, they might not really understand what they want or need. This is where you, the trusted expert, come in.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Asking the right questions makes this process a natural conversation. Questions help you confirm or fine-tune the research you\u2019ve already gathered, and learn which solutions they want and need.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The first few questions should be open-ended questions, an opportunity for the prospect to talk openly and freely without being interrupted. A prospect must feel heard and understood to trust you. Match your research with their answers and make notes so you can ask additional questions to clarify any inconsistencies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To craft your questions, start thinking about your products and how a company would suffer without them. For this example, let\u2019s imagine you are digital marketing agency that sells internet marketing services to local businesses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are 13 questions you can ask a prospect or lead interested in your digital marketing solutions:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you feel about your online marketing efforts?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Can locals find you online?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you currently market your website online?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How do you manage your online reviews?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How important is increasing traffic to your website?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How much of your budget goes to SEO?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How much do you spend on PPC?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">How much do you spend on social media marketing?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What are you currently using to track your website performance? How much time and resources does it require?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What software and tools are you using today for online marketing?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Do you have IT resources?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">What is your biggest problem with your online marketing efforts?<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Who writes your online content?<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">With the right research and questions, your first call should go pretty smoothly.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While consultative selling is widely practiced, knowing how to ask the right questions and learn customer pain points remains a challenge for many companies who sell services to small businesses.\u00a0 <em>Here\u2019s a tip<\/em>: Talk to humans.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Small and medium sized businesses, when faced with a lot of technical jargon and technology, may find what should be an easy buyer\u2019s process too complex. For this reason, make sure that you cut out any technical or industry vocabulary and use the natural phrases people use to research your products and services online.<\/span><\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;Why Partner with Vendasta?&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><strong>Why Partner with Vendasta?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">Consultative selling is a powerful sales method that helps you create long-lasting relationships with your customers. If you\u2019re in the digital marketing world, you know how important this is. It\u2019s nearly impossible to help websites without long-term contracts of 6 months or more.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help you help your customers, we have an end-to-end sales and marketing platform designed with your needs in mind. You\u2019ll have a robust CRM that allows for hyper-personalized sales documentation and management. Our CRM is also connected to <a class=\"wpil_internal_link\" style=\"width: auto !important;\" href=\"\/blog\/new-marketing-automations\/\" data-wpil-post-to-id=\"29418\">marketing automation,<\/a> making it easy for your sales reps to nurture leads and access marketing content that\u2019s necessary to close deals. Plus, we have industry tools that will further support your sales teams as they use the consultative approach when selling your digital solutions.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover a consultative selling strategy that includes proper research and asking the right questions.<\/p>\n","protected":false},"author":48,"featured_media":122990,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[140],"tags":[397,398,399,400],"class_list":["post-24319","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales","tag-consultative-sales","tag-consultative-sales-approach","tag-consultative-selling-strategy","tag-what-is-consultative-selling"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Consultative Selling Strategy: Building Client Trust<\/title>\n<meta name=\"description\" content=\"Discover a consultative selling strategy that includes proper research and asking the right questions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.vendasta.com\/blog\/consultative-selling-strategy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Consultative Selling Strategy: How to Research a Lead and Develop the Right Questions\" \/>\n<meta property=\"og:description\" content=\"Discover a consultative selling strategy that includes proper research and asking the right questions.\" \/>\n<meta property=\"og:url\" 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