Social engineering is asking for information from people that will help other people and the organization as a whole.
One reason that most “cold” calls fail and result in rejection is that sales reps start their pitch the same way to everyone they speak with, sounding like a talking junk mail piece.
A much better approach, one that stimulates interest, attention, and engagement, and the basis for the Smart Calling system, is to use personalized, customized Smart information in your openings and voice mail, coupled with an on-target value statement.
How? First, there is an entire wealth of information online, found through search engines and social media sites. The expert on this is Sam Richter, author of Take the Cold Out of Cold Calling.
I encourage you to go to his site, check out the free resources, and get his book. He’ll show you how to get info online that you will not believe.
The other way is by simply talking to people, other than your decision maker. This is called “social engineering.”
The term “social engineering” has been most widely used to describe unscrupulous behavior, such as misrepresenting oneself and lying to manipulate someone to provide sensitive information.
However, we use it positively and ethically to gather intelligence for our Smart Calls™.
It can be done
- As a separate call before your first call to your prospect; and,
- Every time you call your prospect.
I find this to be the most underutilized tool available to salespeople-–and the one that has the greatest possible payoff.
All it requires is that you take the time to do it, develop a sense of curiosity, and cultivate some conversational questioning techniques.
Completing all of these steps may indeed grant you a revelation that many of us have had:
People are willing to give you amazing amounts of quality information if you just ask them.
Kevin Mitnick was one of the most notorious computer hackers in the world; and at the time of his arrest in 1995, the most wanted computer criminal in US history.
After his release from prison, he wrote the book, The Art of Deception, in which he shares precisely how he pulled off many of his hacking jobs.
Mitnick claims that he compromised computers solely by using passwords and codes that he gained by social engineering; in other words, simply talking to people.
Now a speaker and security consultant to corporations, Mitnick points out that the weakest link in any security system is the person holding the information. You just need to ask for it.
The Social Engineering Process
Of course, we are using social engineering in the positive sense: asking for information from people that will help other people and the organization as a whole. The social engineering process for Smart Calling™ is as follows.
Upon reaching a live voice, you:
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Identify yourself and your company.
“Hi, I’m Jason Andrews with National Systems.”
This immediately shows that you are not hiding anything.
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Ask for help.
“I hope you can help me out” or “I need some assistance.”
Most people have an innate desire to be helpful to others in some way.
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Use a Justification Statement.
This is the key that will unlock the most useful information. Some examples are:
“I want to be sure that I’m talking to the right person there…”
“I’m going to be speaking with your VP of Sales, and want to be sure that I have accurate information…”
“So that I’m better prepared when I talk to your CIO, I have a few questions you probably could answer…” -
Ask questions.
Of course you want to ask about the basic, factual material for which you might not have information yet.
This depends both on what you sell, and the level of person with whom you’re speaking. In general, the higher up you go, the better the quality of information.
The theory behind the success of these Justification Statements I suggest is discussed by Dr. Robert Cialdini–widely considered as one of the foremost experts on persuasion and influence — in his classic book (which I believe should be in every serious salesperson’s library) titled, Influence: The Psychology of Persuasion.
Cialdini cites an experiment conducted by Harvard social psychologist Ellen Langer where students let others cut in line in front of them at the copy machine simply because they provided a reason for their request—“because I’m in rush.”
Direct mail copywriters also employ this technique, often referring to it as the “Why” or the “Because.”
For example, if a business is running a promotion, they know their response will increase if they give the reason for it.
For example, “We need to make room for next year’s new models and are clearing out the warehouse, so we are dropping prices to move the current models.”
I recommend that you take the time to create your own Justification Statement–your “because” reason — and use it regularly.
Smart Calling™ Exercise
- Prepare your own script for social engineering using the process above. Be sure you have a justification statement you are comfortable with.
- Brainstorm for the questions you will ask at all levels of an organization, and write them out. Use social engineering and you will make your prospecting calls much smarter, and successful.

![6 High-Probability Moments to Send LinkedIn Connection Requests Prior to an Event Events create natural relevance. Conferences, trade shows, user groups, and local meetups give you a reason to connect that does not feel forced. The mistake sellers make is waiting until the event starts or turning the request into a pitch. A better move is connecting days or weeks ahead with a simple acknowledgment of the shared event. Example: Hi Sarah, saw you’re attending the Midwest Manufacturing Summit next month. I’ll also be there and am super excited! I’d love to catch up in person at the event. In the meantime, let’s connect here on LinkedIn. You are aligning with something already on their calendar. When you see them at the event or reach out afterward, your name is no longer unfamiliar. Following an Event After an event, connection requests work best when they reference a real interaction, even a small one. A short conversation, a question during a session, or a brief introduction creates enough context. The request should reflect that moment, not attempt to convert it into a follow-up. Example: Tim, I enjoyed meeting you at the conference last week. Your take on [subject/trend/idea] was intriguing. I look forward to staying connected and to our next conversation. This reinforces continuity and professionalism without pushing the relationship forward prematurely. After a Sales Call Sending a connection request after a sales call is one of the most underused opportunities in prospecting. If the call was answered and productive, the request reinforces credibility and continuity. Example: Thanks again for the conversation today. I appreciated your perspective on how your team is thinking about next quarter. I look forward to our next meeting and sharing some ideas I have with you and your team. If the prospect did not answer, a connection request can still make sense as a light reinforcement, especially early in the relationship. It keeps your name present without escalating pressure. Either way, the request works because the call establishes legitimacy first. After a Meaningful Interaction Not all interactions happen in formal selling environments. Thoughtful exchanges in comment threads, group discussions, or brief conversations in passing all create natural moments to connect. That might mean running into each other at a non-work event, crossing paths at an airport, or chatting briefly in a line somewhere unexpected. Example: Haley, it was a pleasure meeting you on our flight to Atlanta. Thank you for your restaurant recommendations! I look forward to staying connected, What makes this work is that the interaction was real. The request simply continues it. Mutual Connections Shared connections reduce perceived risk when handled with restraint. They signal that you operate in similar professional circles, not that you have permission to pitch. The mistake is overexplaining or implying endorsement. Example: Hi Mark, I noticed that you are connected to my good friend, James, and since you are also [interested in, working in, located in] I thought it might make sense for us to be connected also. A simple acknowledgment is enough. Familiarity does the work. Profile Views Profile views signal awareness, not intent. When someone views your profile after a call, email, or content interaction, a connection request can make sense as a low-pressure acknowledgment. Example: Wendy, thank you for visiting my profile. I had a chance to look at yours, and based on your interests, I thought it might make sense for us to connect. The discipline is resisting the urge to read more into it than is there. Want the exact framework for integrating LinkedIn into a disciplined outreach sequence without pitching, spamming, or wasting time? Buy The LinkedIn Edge by Jeb Blount and Brynne Tillman today. Sales Gravy is the number one sales training organization](https://salesgravy.com/wp-content/uploads/2025/12/6-Moments-LinkedIn-Connection-Requests-Actually-Work-in-Prospecting-Sales-Gravy-Blog-Featured-Image-768x401.jpg)

