Skip to main content
Sandler Training in Calgary | Calgary, AB

This website uses cookies to offer you a better browsing experience.
You can learn more by clicking here.

How To Succeed

The biggest thing that great leaders do during tough times is maintaining a positive attitude while focusing on growth. They also practice radical transparency with their team and invest in their people, even when resources are tight.

Technology has changed the sales process, and in this podcast, you’ll learn how to use it to your advantage.

Kyle Jepson and Mike Montague, instructors in this course talk about why salespeople fail to connect in prospecting calls and how you can bring more relevance and credibility to your sales conversations.

Are you looking to create a sales compensation plan for your company? This can be a daunting task, but with the right information, it can be easy.

What if you could increase your conversion rates just by understanding how your clients think? It's not as difficult as you might think.

Creating an internal champion for your product is one of the best things you can do to increase sales and market share. In this video, you will learn how to create an army of internal champions for your product.

As a salesperson, it is important to be aware of the risks that buyers face when purchasing a property. In this video, we discuss some of the best practices you can implement in order to reduce the risk for your buyers.

Are you looking to close big deals? In this podcast, we share the untold truth about closing big deals. You'll learn how to overcome objections, get more referrals, and increase your closes! It's Wade Rown, Sandler trainer from Chattanooga, Tennessee.

In this episode of the How to Succeed Podcast, Emily Yepes discusses some common mistakes salespeople make when prospecting for new customers. She explains that a lot of the fear and anxiety around prospecting stems from negative beliefs salespeople have about the process.

Mike Montague interviews David Mattson, President and CEO of Sandler and author of How to Sell to the Modern Buyer. Dave talks about the new Sandler book and how modern sellers can align with the current reality of selling in a hybrid world.

Sales are all about relationships. To be successful, you need to be able to build trust and rapport with your potential customers. And one of the best ways to do that is by reading other people.

Around this time of year, buyers on a “use it or lose it” type budget tend to get itchy. The itch comes from having money left in their budget that they have no plan to spend this year, but they won’t get that money again next year if they don’t make a purchase before January 1.

Tim Goering, Sandler trainer and expert in drama and trigger conversations, talks about how to recognize your own DISC behavioral styles and your personality triggers.

Andrew Wall is a long-time Sandler trainer from Toronto, Canada talking about how to adjust your communication style for sales and leadership success. This is an advanced lesson about DISC behavioral style for the sales profession.

Designed for salespeople, sales managers, and sales leaders of all levels, from small businesses to enterprise sales organizations looking to ramp up their selling and leadership skills.

Mike Montague interviews Todd Hockenberry, author of Inbound Organization and a HubSpot partner, on How to Succeed at Becoming an Inbound Organization.

The roots of conflict are in a clash of beliefs, values, goals or incentives.

When we get tired of hearing the same self-limiting beliefs from our salespeople to justify their lack of results, “no one buys in the summer,” we may react with a scripted, harsh message that makes us feel good in the moment but damages our relationship with our salesperson.

Mike Montague interviews John Barron, voice coach and vocal expert of the Alexander Technique, on How to Succeed Vocally. 

Mike Montague interviews Jason Caywood, Sandler trainer from Utah, on How to Succeed at Getting in Flow.

Our number one competitor in sales is us. David Sandler said, “most salespeople beat themselves up between their ears.” The starting point for a successful day, week, month, quarter or year is our mindset. Below are a curated set of five mindsets our clients leverage to create consistent success.

As we head toward the end of the calendar year our focus shifts to goal setting for the following year and meeting people that we don’t see very often whether those meetings are at networking events (virtual or in-person) or at family gatherings.

We’ve forever been steeped in a “hunter / farmer” mindset when it comes to building our sales teams. Even the Sales Development Representative/Account Executive/Account Manager model (with Pre-Sales Engineering, Implementation and/or Customer Care mixed in) follows this mindset with additional bodies taking certain parts of the “hunter” or “farmer” role.

Sometimes when we’re qualifying, we hear an “I don’t know” (IDK) response to a question we need to get answered to determine if the prospect we’re talking to is ideal.

Mike Montague interviews Michael Coles on How to Succeed at Getting Tough.


Just as it doesn’t matter what we say, it matters what our prospect hears, how we listen to our prospect while determine whether we succeed in getting paid on the information we gather instead of going into knowing mode and presuming a sale when none may exist.

Mike Montague interviews Cassie Kramer on How to Succeed at Keeping Your Financial House in Order.

Humans are either open or close minded to any suggestion. Once the mind is closed its nigh impossible to open it back up again until that person wants to re-open their mind.


Our prospects are smart. They are also (for now) human so sometimes they forget to check a box in their selection process or they fall victim to a heuristic. This is a great opportunity for us to break rapport or elevate ourselves closer to “trusted adviser” status by asking a presumptive question.

Mike Montague interviews Hamish Knox on How to Succeed When a Client Leaves.

In a training session several years ago, I wanted to demonstrate the power of language to our clients so I role played with one of our kindest, gentlest clients.

You probably know someone who has set goals for next year or will do between now and when the calendar turns over. History tells us that most of those goals will turn into mirages before lunchtime on January 3.

In elementary school we were continually reminded of the three Rs – reading, ’riting and ’rithmetic. Let’s update those for leaders seeking success to reporting, rhythm and relevant.

To achieve our corporate goals, we need to get the best people on our team then get the best out of them. With many demands on our time it can be challenging to figure out where best to invest our time with each one of our direct reports.

This year, to celebrate the 10th anniversary of the book, Dave will revisit each of the original 49 Sandler Rules and give updated takes on their relevance to salespeople and sales leaders.


Mike Montague interviews Jason Ferrara, CMO at OutMatch, on How to Succeed at Digital Hiring.

A leader’s most valuable asset is their time. The biggest stroke a leader can give to one of their direct repots is investing time with them. Both go sideways when we attempt to “boil the ocean” in a coaching session.

We’re heading into holiday season. Whether we’re celebrating Diwali, Christmas, Hanukah, Kwanza, Thanksgiving or the myriad other holidays celebrated around the world between now and January 1 we will be consuming a lot of calories in the next little while (also a great double entendre as we will soon see).

At some point in a quarter, or at least a year, the proactive prospecting activities that have worked to fill our funnel stop working. No matter the type, prospect or talk tracks the activities that were working last week aren’t this week and might not for weeks to come.

Humans are either open or close minded to any suggestion. Once the mind is closed its nigh impossible to open it back up again until that person wants to re-open their mind.

No one really wants to talk to a salesperson. I have never said to either of my children “I hope you become a salesperson.” I have said “entrepreneur,” which is code for salesperson, but they’ll figure that out later.

In part 1, we covered two major crimes salespeople make on prospecting calls that significantly reduce their chances of having a conversation with their prospect much less booking an appointment. In part 2 we’ll cover several misdemeanors that tend to build on each other and can create as much damage to having a successful call as the crimes covered in part 1.

Salespeople commit a lot of crimes on prospecting calls, which put them in a disadvantageous position to even having a conversation with their prospect much less booking an appointment.

When we’re attempting to have a conversation with someone, professionally or personally, who doesn’t appear to be paying attention we want to call them out. That’s not a great way to maintain rapport with a prospect or client.

When our salespeople are proactively prospecting their activities fall somewhere in the “effective/comfortable” matrix.

Like having the occasional slice of cake doesn’t appear to be doing any us any harm occasionally skipping our daily and weekly prospecting or account management activities doesn’t appear to be doing any harm towards creating full funnel freedom. That’s because we don’t have a visual reminder of the cost of our task avoidance.

Like most clichés, “it’s easier to sell to someone who’s already buying from you,” contains a grain of truth. Yet, account management also know, as “farming,” is typically a passive activity.

Our prospects (un)intentionally say or do things to put pressure on us and push us into their system for buying, which turns us into a commodity (whether we’re literally a commodity or not).

David Sandler said, “it typically takes three or more questions to get to the truth,” which was the basis for his “rule of three plus.”

Prospects who play “close to the vest” can be incredibly frustrating. No matter how we frame our questions they respond with “sure,” “I don’t know,” or “tell me more and I’ll tell you if I like it.”

During crisis it’s tempting for us to agree to meet with anyone who passes the “fog a mirror” test, especially if it’s an inbound lead.

As David Sandler said, “it’s okay to want the business, but it’s not okay to need the business.” When our prospect sense that we are needy or desperate they are firmly in control of the sales process and will get us to say or do things that aren’t in our best interest (like do free consulting or discount for no reason).

Most salespeople are having fewer prospect interactions even if they’ve increased their overall proactive prospecting efforts. While they are earning compound interest, to quote David Sandler’s rule, they are also having more opportunities to go offside when they do have a real business conversation with a prospect.

There's a lot of talk about "times of unprecedented change," which is true. Unfortunately for leaders people don't change, they transition.

At some point during our week, we will face doing an activity that we’d rather avoid. Could be making a prospecting call, doing a performance review, having a conversation with a difficult client or role playing.

Our brain is an energy pig. It uses mental tricks, called “heuristics” (aka “biases”) to conserve energy. When we are in a rapidly changing environment these heuristics can create powerful stories (e.g. “don’t call your clients because they’ll want to cancel”) that stop us from doing the proactive activities that brought us success in the past.

To maintain control of our sales process there is great power in accepting what our prospect says. There is also great power in ignoring certain things our prospect says.

By accepting what our prospect says we pull them closer to us and lower their walls so we can, as professional salespeople, gather the information we need to determine if this prospect is qualified to be our client.

Professional salespeople approach prospects and clients from a position of Equal Business Stature; however, if our sales funnel looks slim or we are emotionally attached to a particular client we can fall into an “oh shit” spiral when our client approaches us from a less than positive position.

Professional salespeople use a selling system to work a repeatable sale process and are accountable to checking all of the boxes in their process to qualify their prospect before doing a proposal or a presentation.

Getting ghosted by a prospect happens. It happens less often if we are focused on qualifying instead of closing and on our prospect instead of on how awesome we are.

Tom’s best customer, Meg, called and asked for a favor: “Can you talk to my new assistant Karen about getting up to speed with your software? She’s got a couple of questions I don’t have time to answer.”

There are only three resources we need to be successful in sales. They aren’t good brochures, better prices, the “gift of gab” or any of the other myths and lies made up about and by salespeople.

Animals are wired to move toward pleasure and away from pain. Where we can go sideways when qualifying is not uncovering if the pain our prospect feels or gain they seek to realize is enough for them to take action.

Thanks for sitting down with me, Salesperson.

You’re welcome, Manager. The meeting invite said, “coaching on decision timeline.” What did you mean?

Glad you asked, Salesperson. Over the past three weeks I made a note on the Henderson opportunity, the Smidgen opportunity and the Olafsen opportunity you were moving to a proposal without understanding each prospect’s deadline for implementation, which is a crucial part of our qualification processv. In my experience one time is a coincidence, twice is a pattern and three times is a habit. Habits are easy to break when they’re just forming so I thought to call this meeting to support you in your development. Are you comfortable with that?”

Winners make choices and take action to implement those choices. We’ve been socialized in North America to believe that “action” equals a massive expulsion of energy, which can be paralyzing when making a choice then choosing what action take.

What to do when an employee comes to you with a "solution" that isn't feasible?

Maybe you've never had that experience or the experience of attempting to use logical, rational counterpoints to help your employee realize that their solution won't work in its current form and the conflict that arises from that attempt.

“Thanks for inviting me in today, Prospect. On the phone we set aside 30 minutes for our visit today. Do you still have 30 minutes?”

“Yes, Salesperson. I’ve only got 30 minutes. Look, we’re currently using Your Competitor. Do you have a price sheet I could see that I could refer to if I ever wanted to buy from you?”

Even if your team has a funnel full of real opportunities and they’re focused on their three weekly dials they will still end up with loose ends at the edges of their funnel that can feed their Hopium addiction.

This happens because (for now) we’re still selling to humans. Your salespeople may follow your sales process and selling system to the letter and still their prospects will ghost them.

Pizza’s pretty much on the “transactional” end of the sales spectrum, but a pizza order taker becomes a pizza sales professional by asking questions.

A pizza order taker might respond to “I’d like to get a couple of pizzas for delivery” with “sure, we’ve got Daily Special A and lots of people like our House Special. I need your credit card then I’ll confirm your address.” A rote transaction that’s really all about the order taker checking boxes instead of understanding their prospect.

The hardest four inches to move in our life is from our brain to our mouth. This is especially true for salespeople when they engage with a prospect if they aren’t role playing regularly.

Without consistent, regular practice (role play) salespeople will end up getting one of the three Fs of bad sales conversations.


In creating full funnel freedom for your organization you defined your ideal prospect profiles. What that exercise doesn’t account for is the ideal sale for your organization.

Your ideal sale (not your average sale) is the deal size and sales cycle that is ideal for your salespeople to close to achieve their target and your company target for the year.

Similar to how “natural” athletes will succeed, and occasionally excel, in their sport for a while “natural” salespeople will succeed… for a while. Then they have a choice. Continue relying on their “natural” sales skills and succeeding by default or succeed by design by taking those natural skills and making them intentional by practicing, preparing and debriefing.

“Success equals freedom” is a phrase that was thrown around a lot by my managers early in my sales career. One day a colleague said to our Sales Manager in a group meeting, “that’s demotivating for me. If I’m not hitting my targets, I feel like I’m in jail.”

Salespeople seeking to appear “confident” in front of their prospects typically fall back on spouting features-and-benefits or defending their product or policies.

Typically, sales funnels opt for opacity over clarity and salespeople forge ahead with gut feelings instead of focus. And it works. For a little while. Then panic sets in, whether prompted by a time of year or the funnel turning into a pencil.

Jane, a new sales hire, was settling into her workspace on Friday morning, all ready to celebrate the first quarter in which she’d been able to exceed her revenue target … when she got a voicemail message that made her stomach churn.

Diane, a recent sales hire, got an email from her manager, Luis, suggesting that he accompany her on an initial sales call with a prospect – and then debrief with her on what he’d observed. Diane replied that she thought that was a great idea.

Eliza, a new sales hire, had posted an abysmally low closing ratio in her first 60 days on the job. She was spending most of her time with prospects who ended up picking her brain for advice and information … and then disappearing. Frank, her manager, asked her during a coaching session why she thought that was happening.

David Mattson, President and CEO of Sandler Training and 6-Time Best-Selling Author, talks about his fifth book, Sandler Rules for Sales Leaders. The book is on sale here, as well as, the companion video course.

Listen Time: 12 Minutes

Erin Pheil, Founder of the Mindfix Group out of Denver, talks about how to succeed at overcoming common head trash issues in sales with the attitudes, behaviors, and techniques needed to be more successful. Get the best practices collected from around the world for overcoming these mental roadblocks.

Listen Time: 31 Minutes

Steve Herzog, Sandler trainer, shows you how to succeed with the attitudes, behaviors, and techniques needed to be more successful at recruiting top talent. Get the best practices collected from around the world.

Listen Time: 25 Minutes

Ryan, a salesperson in his mid-fifties, had hit a performance plateau. His commissions had been flat for the past six months, and he had narrowly missed quota in each of those months. He scheduled a meeting with his manager, Jeannine, to see if, working together, they could identify any steps that would turn this pattern around.

During one of their coaching sessions, Jason asked his manager Ellen if she could think of one area he could work on over the next 30 days that would result in a dramatic and rapid improvement of his closing numbers. He was surprised at how quickly she answered.

Brian, an inside sales rep, spent too much of his time chasing deals that ended up going nowhere. He knew it; his sales manager Francine knew it. Late one Friday afternoon, Francine asked him to give some thought to the matter, and to come up with some ideas about why this was a problem for him.

David Mattson, President and CEO of Sandler, shares his thoughts about using the Thermometer Close. Learn the attitudes, behaviors, and techniques of top performers, who can gauge the pace and progress of their presentation with this simple Sandler technique.

Dave Mattson is back to talk to leaders and managers about onboarding. What is your plan for getting new sales up to speed and how do you know if things are going according to plan? Find out in this special selling the sandler way episode from our CEO.

 Learn how to get commitments and be strong throughout the sales process, not just at the end. John Rosso, author of Prospect the Sandler Way, talks about how to avoid sales calls that go nowhere or the dreaded think-it-over at the end.

Learn how to improve your team's chances of success in the supply chain industry. Ralph Henderson, Sandler Trainer, talks to Dave Mattson, President and CEO of Sandler, about how the ideal attitudes, behaviors and techniques in the supply chain world. 

Tim Roberts, Sandler trainer from Indianapolis, joins Dave Mattson to talk about how to find and collect verifiable proof of your prospects needs, budget, and decision-making process throughout the sales cycle.

Dave Mattson, CEO of Sandler Training, talks to Hamish Knox, Sandler trainer and two-time author of Accountability the Sandler Way and Change the Sandler Way, about working through the decision timeline with a prospect. You will learn why decision is a part of the qualification process with a client and what you can do about it.


Dr. Cathy Ferguson, 2-time gold medalist swimmer in the 1964 Olympic Games and CEO of Girl Scouts of Central California South, talks about the success principles needed in the pool and the boardroom!

Matthew Newberger joins us to talk about our recently revised No Guts No Gain program and how to deal with the games and powerplays people make. Whether it is for negotiation, co-worker relationships, or in your personal life, it is important to be able to identify, deal with, and remove yourself from the games people play.

Dave Mattson, President and CEO of Sandler Training, interviews John Rosso, a Sandler Trainer, about how to transition from the Pain step to the Budget step using the investment triangle. This is a special episode of the Selling the Sandler Way series.

Dave Mattson, President and CEO of Sandler Training and 6-time author, returns to the show to talk about his new book, The Road to Excellence, 6 Strategies for Building a Bulletproof Business! You will learn the attitudes, behaviors, and techniques of the top performing organizations, and how you can apply these principles to continuously improve your company.

This selling the Sandler way episode is all about using stories in your sales process. Dave Mattson, President and CEO of Sandler Training, interviews Sean Coyle, one of our corporate trainers and prospecting experts about how to use third-party stories to engage your prospects emotionally in the sale.

Episode 100 brings a very special guest!  Mark Schulman is currently the drummer for PINK, and he has played with Foreigner, Billy Idol, Beyonce' & Cher. He is also a celebrity keynote speaker and author of Conquering Life's Stage Fright  that provides three simple concepts to boost attitude and performance for through compelling stories about working with world-class artists.

This year, we are combining the Selling the Sandler Way podcast series with this show, and adding some special audio blog episodes. On Fridays, Dave Mattson, our President and CEO, will interview Sandler trainers about how to succeed in sales and sales leadership. This first episode is all about getting back to the basics of selling the Sandler way.

Clint Babcock talks about joining the right groups, getting your networking plan together, and other best practices for succeeding at business networking as part of your prospecting plan.


John Baldoni is the author of 12 books, including Lead with Purpose. He is also an executive coach and educator. You can find his work at

The How to Succeed Podcast is a public and free podcast from Sandler Training, the worldwide leader in sales, management, and customer service training for individuals all the way up to Fortune 500 companies with over 250 locations around the globe.

Greg Nanigian, Sandler trainer from Boston and new author of Why People Buy, joins us to talk about the best practices for uncovering Pain. You will learn how to discover why people buy and what to do about it. Greg shares how to start sales conversations that close deals and how to uncover the emotional reasons people buy from you.

The How to Succeed Podcast is a public and free podcast from Sandler Training, the worldwide leader in sales, management, and customer service training for individuals all the way up to Fortune 500 companies with over 250 locations around the globe.

The How to Succeed Podcast is a public and free podcast from Sandler Training, the worldwide leader in sales, management, and customer service training for individuals all the way up to Fortune 500 companies with over 250 locations around the globe.

Lauren Valentine, a Sandler trainer from Albany, talks about her best practices for shortening your sales cycle and closing deals faster. Whether you are looking for a one-call close or have a long cycle that needs to be quicker, Lauren shares her attitudes, behaviors, and techniques for moving deals through the pipeline quickly.

Amy Woodall, a Sandler trainer, talks about her best practices for managing expectations. Whether you are setting the first appointment with a prospect, setting clear guidelines for delivery, or just talking with your co-workers or spouse, setting expectations can be the difference between success and failure. Amy shares attitudes, behaviors, and techniques for setting clear up-front agreements with others.

Matt Pletzer, a Sandler Trainer, shares his best practices for selling something new that no one has ever heard of. Sure, we would all love to be Apple and have people talking about us all the time, and people lined up to buy our new products. Unfortunately, most salespeople have to try to open doors and new markets when the prospects have never heard of you. In this episode, Matt talks about the attitude, behavior, and technique of doing just that.