We’ve tested hundreds of cold call frameworks across industries, and most fail for the same reason - they sound like cold calls. Reps rush the pitch, skip permission, and lose trust in the first 10 seconds. At B2B Whales, we’ve refined a 5-step calling framework that books meetings on 1 out of every 5 connects.

It’s simple, human, and built around one idea: earn permission before you sell.

SALES

Here’s the exact step-by-step framework we used to book a meeting on 1 in every 5 conversations last year:

The first thing out of my mouth on any cold call is the relevant signal that prompted me to reach out: 

"Hey Tina, saw you signed up for our cold email webinar last Thursday. This is Sam from B2B Whales. Is that name ringing a bell?

“Hey, this is Alex Murphy, how you doing today?” feels easier.

But we know from a ton of cold calls analyzed that a relevant signal is far more effective.

That’s because most people answer the phone ready to hang up. We have about 3 seconds to get their interest, and the best way to do that is to talk about THEM and then ask a QUESTION. 

Whether they’ve heard of us or not, we have no interest in backing someone into a corner and rolling right into a pitch.

 So we ask this:

 “Well listen, I know I’m catching you in the middle of your morning. Do you have like 30 seconds for me to tell you why I wanted to reach out to you?”

Sure, some will opt out here, but for the ones that don’t, you’ll create the little bit of trust necessary to earn more time and set you up a much stronger conversation.

Nobody wants to hear about my company. They DO tend to want to hear solutions to real problems they’ve having:

“I know you’re leading an SDR team, and right now we’re hearing a lot that outbound in 2026 is like running with a weighted vest. It just feels so much harder than even a couple years ago.

Typically, leaders who sign up for these webinars are looking for ways to help their reps figure out how to keep hitting their numbers.”

Notice that we named something very specific that might apply to them.

Bonus points if you can spice up your sentences with analogies like “running with a weighted vest.”, it keeps people engaged.

Now that we've validated a specific problem, we will ask whether our hypothesis is correct, and ask permission to pitch a solution:

"I had a couple ideas for how we might be able to help you with that, but is that something you’re dealing with right now?”

Pitching into a void is a great way to not book meetings; I want to know that we’re talking about the right thing. 

This also invites my prospect to open up about their business, so I can make sure my pitch is on-target.

Now we’re going to very briefly describe our solution and then explicitly ask for a meeting:

 “Our cold email webinars are great, but even if you send them to your team, it’s really hard to actually help everyone implement them.

We’ve got some outbound selling courses that are more in-depth and our team will help you make sure everyone of your reps can apply them to your sale.

If you’re up for hearing how we might be able to help, I’d be grateful for a few minutes to walk through it with you.”

We have earned this person’s attention and interest, now I need to get a decision and some action: specifically, will they agree to talk about this in more depth?

Notice here that we’re not trying to sell anything yet, I’m only giving enough information to make it clear that a longer chat might be worth their time. 

It’s a light touch, which makes it a much easier “yes” and proves we’re not going to waste their time if they do agree to meet.

The point of a cold call isn’t just to book meetings. Our goal is to start a business relationship founded on trust.

Sure, maybe asking for permission twice means that we get shut down more. But we know we’re setting ourself up for more, bigger wins down the road.

HEADLINES

→ Signals & AI: How today’s top marketers find buyers faster

SOFTWARE

✅ Y Interval: Go from idea to launch in under 90 days. No bloat, no endless sprints - just clean design, sharp code, and a product you can actually launch. Trusted by 100+ founders who shipped faster and smarter with Y Interval.

That’s all for today.

Until next time,
Team B2B Whales

P.S. If you’re serious about scaling, join our Whales Club - our premium B2B community with weekly expert sessions, deal feedback, and the resources we actually use to close. Membership starts at $100/month only - cancel anytime.