The Purpose of First Meetings

Here's a question that'll expose one of the most common productivity killers in sales: How much research should you do before making a cold call? That's the challenge Michael Bricker from West Monroe, Louisiana brought to a recent Ask Jeb episode. Five months into his role at Cantara Networks, a fiber-backed internet provider, Michael was supposed to spend three minutes researching each prospect. Instead, he found himself spending 15 to 30 minutes per call, terrified he'd miss the one critical insight that would unlock the door. Sound familiar? If you're nodding right now, you're not alone. This "research paralysis" is one of the most insidious productivity traps in modern sales, and it's killing your pipeline velocity. The Big Lie Your Brain Tells You Let's get one thing straight: Research is not prospecting. Research is research. Every minute you spend digging through a prospect's LinkedIn profile, reading their latest press release, or analyzing their org chart is a minute you're not actually doing any prospecting activity. You're not talking to anyone. You're not having conversations. You're not moving deals forward. But here's where it gets dangerous. When you add in the basic human fear that comes with making cold calls, research becomes an emotional crutch. Your brain lies to you and whispers, "If I just know all this information, it'll be so much better." So you spend 15 minutes researching, make the call, and it goes to voicemail. You make 12 calls a day. Everyone goes to voicemail. All that research, and you didn't get anywhere. How Much Do You Actually Need to Know? Michael had a breakthrough realization that changed everything: "I'm not looking to make a sale on that initial cold call. I'm looking to make a connection." That's the insight that separates efficient prospectors from research addicts. On your first cold call, you're not selling them anything. You're trying to set an appointment so you can ask questions and figure out whether it makes sense to keep talking. That's it. So how much do you really need to know to set that appointment? The answer is not a lot. Think about it this way: The more you get to know your customers, your business, and your industry, the more business acumen you gain. Over time, you'll talk to ten businesses just like the one you're about to call. You'll recognize patterns. You'll see that companies in a certain sector or geographic area all face the same three challenges. You don't need 15 minutes of research to recognize those patterns. You just need to build a message around them. When Research Actually Matters Now, before you throw all research out the window, let me be clear about when it does matter. If you're sending a prospecting email, do some research. You're putting something in writing, so you better have some insight that's not AI-generated garbage. If you make a call, get a hard no from the CEO, and want to try again with a different message, do the research before you call back. You've hit a wall. Now you need ammunition. If you've had a first meeting and you're going into discovery, absolutely do deep research. You're walking in armed because you know they'll be there waiting. All that effort will pay off. But for that first cold call? Stop overthinking it. The Batching Solution If you feel like you absolutely need to do research (and I get it, some people do), here's the fix: Schedule time before your call block for research. Do all your three-minute lookups in one batch. Write your notes next to each name. Then go make the calls. Why does this work? Because you're going to hit voicemail a lot anyway. But at least you'll have the research done and maintain your call momentum. Let's say you run a call block on 25 cold leads. You talk to five people. Those five give you information like "I'm not the right person" or "We don't have that problem." Now you know something. Now go back and do deeper research on those five so you can come back with a better message. That's efficiency. That's strategy. That's how you maximize your prospecting time. The Power of Targeted Messaging Here's what really unlocks productivity: Creating targeted messages for roles or industries instead of personalizing every single call. If you're calling 25 CIOs in the healthcare sector, you and I could sit down and quickly identify what they're dealing with. What issues are they facing? What do they want from their business? How could you help them? We could build one or two messages that'll connect with most people on that list without researching every single prospect. Then you make 25 calls in an hour instead of researching five people and making five cold calls in three hours. Which approach do you think sets more appointments? Every Meeting Has One Job Michael asked about moving deals forward after discovery, and here's the framework that keeps everything simple: The entire purpose of a prospecting cold call is to get the first meeting. The entire purpose of the first meeting is to get the next meeting. Everything else is academic. Each step in your sales process exists to advance to the next step with a committed micro-commitment. When deals stall, it's almost always because you didn't nail down that next step or you didn't test stakeholder engagement. If a prospect says "I'll get you that information next week" and next week comes and goes, what are they telling you? They're not that into this. It's not a priority. Keep deals moving by driving momentum through committed next steps. The Bottom Line Stop letting research become a productivity trap. The goal isn't to know everything before you make a call. The goal is to have enough conversations to fill your pipeline while making each one count. Be confident in your ability to get someone on the phone and convert them into an appointment. If you hit a wall and get valuable information, then go back and research for your next attempt. But if you're researching every prospect before every cold call, you're lying to yourself about productivity. You're avoiding the hard work of actually prospecting. Batch your research. Build targeted messages. Focus on conversations that convert. That's how you build a pipeline that actually moves. Want to transform your approach to prospecting and turn LinkedIn into your ultimate lead generation machine? Check out The LinkedIn Edge and learn how to leverage the world's most powerful B2B platform to fill your pipeline with qualified opportunities.