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Engineering Calmer Agencies & Consulting Firms: Calm is the New KPI
Trailer
Bonus
Episode 115
Season 1
The Anti-Call Sales Process: Build Trust, Close Deals, Keep Your Calendar Clear
Eliminate Sales Calls? Yes, Really.
What if your entire sales process could feel human, high-touch, and not require a single call?
This week on Calm is the New KPI, I’m joined by Becky Pierson Davidson, founder of Affinity Collective, a product strategy agency for community-driven businesses. Becky shares how she’s turned the traditional, time-consuming sales process on its head—closing $15K+ client engagements with zero sales calls.
Instead of long proposal timelines, back-to-back Zooms, and ghosted bookings, Becky uses a thoughtful, asynchronous process: pitch decks, Loom videos, and warm DMs. The result? A system that respects her time, delights clients, and converts beautifully.
We talk about:
- Why she ditched the “book a call” CTA after one too many no-shows
- How to build a sales process that mirrors your service delivery
- Creating personalized-but-repeatable Loom videos that sell for you
- Building referral relationships that actually work
- The key role productized services play in making async sales possible
Whether you're an introvert, hitting a capacity ceiling, or just curious about doing sales differently, this episode is a must-listen.
Learn More about Becky Pierson Davidson
- Affinity Collective Website
- Connect on Instagram or LinkedIn
- Subscribe to her newsletter for community-driven strategy insights
Learn More about Susan Boles
- BeyondMargins.com
- Check out the Services Guide
- Follow Susan on LinkedIn
✨ Want a sales process that works while you sleep?
We can design and implement your asynchronous sales system in a single-day intensive. Learn more at beyondmargins.com/services.
We can design and implement your asynchronous sales system in a single-day intensive. Learn more at beyondmargins.com/services.
Grab the Calm Service Design + Delivery Swipe File here
Chapters
- Introduction: The Sales Call Dilemma
- Scaling a Client-Based Business
- Eliminating Sales Calls: Is It Possible?
- Guest Introduction: Becky Pearson Davidson
- Becky's Asynchronous Sales Process
- Building Trust and Customization
- Final Thoughts and Takeaways