Webinar Recap: Set 70% More Appointments with the PCR Method

Webinar - Set 70% More Appointments by Using the PCR Method

SalesIntel’s VP of Growth, Jason Hubbard, and ExecVision’s CEO, Steve Richard, presented yesterday on how the proper step-by-step methodology for pre-call research can help you set up to 70% more appointments. It’s one of the key secrets to ExecVision’s success.

Below you can see the slide deck from the webinar and a recording.

We covered:

  • How prospecting is broken
  • The bad research habits sales reps have learned
  • Course correcting with the 3×3 PCR methodology
  • Step-by-step sales instructions for increasing appointments
  • Forging long-term success with PCR
  • Tech options to help your reps save time and book more appointment

Meet the Presenters


Steve Richard


Steve’s mission and life’s work is to help as many sales professionals as possible become wildly successful. He has been featured in numerous publications including The Harvard Business Review, The Washington Business Journal, and The Washington Post. Outside of work, Steve enjoys scuba diving, skiing, running, and watching lots of football. He lives in Arlington, VA with his wife Ellen and their four kids.

Designed by seasoned sales and customer success professionals, ExecVision is the only conversation intelligence software that was built to empower organizations to coach people efficiently at scale, improving performance and driving revenue.

ExecVision analyzes conversations, providing the ability to identify what was said, the context of what was said, positive or negative reaction, and the phase of the conversation where it occurred. ExecVision then interprets and compares outcomes, giving you insights into what is and isn’t working, differentiating top performers from everyone else.


Jason Hubbard


Jason, literally has grown-up in startups, including helping to grow three top 100 Inc. Fastest Growing Private Companies. Most recently, Cirrus Insight was number 41. He now serves as the VP of Growth for SalesIntel.io. SalesIntel is the most comprehensive contact and company data and helps you target your ideal prospects and accelerate revenue growth!

SalesIntel is the top provider of accurate and affordable sales and marketing contact data. 4 Million contacts and the highest number of direct-dial numbers in the industry, SalesIntel is your resource for contact data. SalesIntel’s new method is to have every direct dial number and email tested and re-verified every 90 days. Our combination of automation and researchers allows us to reach 95% data accuracy for all our published contact data while continuing to scale up our number of contacts.