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Baseline Selling Explained: What You Need to Know

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Baseline Selling is a consultative selling approach that covers the sales process from prospecting to closing. It’s designed to overcome the difficulties of learning more advanced sales methodologies and sales techniques.

This approach is easy to memorize and apply, as it’s based on the natural course of the conversation rather than a sequence of sales tactics.

In this guide, we’ll describe Baseline Selling, break down its stages, and detail the benefits of this sales approach for modern sales professionals. 

What is Baseline Selling?

Baseline Selling is a consultative sales approach developed by Dave Kurlan. It’s the basis of his book, ‘Baseline Selling: How to Become a Sales Superstar by Using What You Already Know About the Game of Baseball.’ 

Baseline Selling shows salespeople how to visualize and touch all the “sales bases” by simplifying the sales process. This simplicity is the strength of this approach, as it’s easy for sales reps to understand and apply.

According to Kurlan, the four bases of the Baseline Selling approach “easily correspond to the evolution of the sales opportunity, as it moves from suspect to prospect to qualified to scored.”

Benefits of Baseline Selling

Some sales methodologies and selling techniques involve steps and criteria that hinder the speed of the sales process. For example:

  • They enable sales reps to move too quickly to the proposal stage, which results in a loss of control over the sale.
  • Sales reps qualify prospects too early in the process.
  • The sales process focuses on the presentation over the solution.
  • Sales reps pay too little attention to the decision-maker.
  • It’s all “give and no take” — the sales rep does all the presenting without asking for anything from the prospect.

Baseline Selling has six benefits that address these issues:

  • Repeatable It’s a repeatable sales development process. You can apply it when selling to either B2B or B2C customers.
  • Comprehensive – It involves every stage of the sales process — including before prospecting and after closing.
  • Simple – The steps are easy to memorize and apply. This makes it easy to execute.
  • Conversational It does not require remembering complex sales tactics. It uses a conversational approach that is more natural and works with anyone’s style.
  • Visual – It’s based on the shape of a baseball diamond. This makes it easy for salespeople to visualize their progress through the steps.
  • Structured Its structure helps to fill the gaps in a salesperson’s competencies. It does not require them to learn negotiation skills.
Operationalize baseline selling with Weflow's guided selling platform.

The four stages of Baseline Selling

Baseline Selling consists of four stages, or four bases, which ties into the baseball analogy. As the sales process reaches a stage, the probability of closing the sale increases. 

Before you can move to the next stage, you must achieve certain customer-focused milestones. 

The four stages of Baseline Selling break down as follows. 

1. First base – “Suspect” stage

The suspect stage involves scheduling the first meeting. It consists of achieving the following customer-focused milestones:

  • Make the call
  • Identify the main issue
  • Schedule an appointment

Make the call

The primary goal is to get a face-to-face, phone, or virtual sales meeting with the “suspect.” Get the meeting by:

  • Making prospecting calls
  • Asking for references
  • Prospecting through social media (e.g., LinkedIn, Twitter)
  • Lead management through marketing

How you get the meeting doesn’t matter — you just have to reach the suspect.

Identify the main issue

Once you’ve made contact, engage with the suspect. Use this first contact to capture their attention. 

One way to capture the suspect’s attention is to use a positioning statement. This expresses how your product or service meets the suspect’s needs in a unique way. It should include an emotional element to describe how you will solve their problem. 

Schedule an appointment

If you’ve captured the suspect’s attention, move forward and schedule an appointment.

2. Second base – “Prospect” stage

At this stage, you’ve identified a real opportunity. It consists of achieving the following customer-focused milestones:

  • Identify the prospect’s need
  • Determine their compelling reason to buy
  • Differentiate yourself from the competition
  • Quantify the cost of the problem

Identify the prospect’s need

Identify the prospect’s real need. They might say they have a specific need that’s not their actual need.

Ask probing questions to uncover this need. For example:

  • Why are you trying to solve this problem right now?
  • What other problems are you trying to solve?
  • What one issue or feature would you like to change right now?
  • What will happen if you don’t make this change now?

Also, pay attention to the prospect’s questions. This will guide you toward their real need and direct your probing questions. 

Determine their compelling reason to buy

Determine the prospect’s compelling reason to buy. This will motivate them to begin the purchasing process and proceed to the final sale. 

The compelling reason to buy tends to fall into one of these categories:

  • Making money 
  • Saving money
  • Saving time or effort
  • Reducing risk
  • Addressing a human need 

The compelling reason to buy is often tied to the consequences of not solving the problem. Those consequences may be: 

  • Professional – Loss of status or position.
  • Financial – Decrease in sales or increase in costs.
  • Operational – Inefficiencies in production or delivery delays.
  • Personal – Higher stress or being overworked.

Encourage the prospect to state the consequences of not taking steps to solve the problem. There is power in verbalizing the consequences rather than simply describing external reasons for buying.

Differentiate yourself from the competition

Getting to second base depends on differentiating your offer from the competition. In baseball speak, this is known as “getting speed on base.” You’re forcing the prospect to pay more attention to you than the competitor.

To differentiate yourself, focus on:

  • Developing rapport to build the relationship.
  • Being truthful in all instances, even when it’s difficult.
  • Building credibility by understanding the situation from their perspective.
  • Providing real value by challenging the prospect’s thinking (e.g., getting them to rethink their beliefs about their situation and helping them to identify unseen pitfalls).
  • Acting as an advisor rather than a salesperson (e.g., offering advice and solutions rather than selling your products or services).

Quantify the cost of the problem

The final milestone is to quantify the cost of the problem. Guide the prospect to understand how much their problem is costing them. This will get them to make a choice to reduce that cost.

Don’t calculate specific costs or create complex graphs. Lead the prospect to estimate the cost to create that sense of urgency. For example, ask:

  • How much is it currently costing you to ship these goods?
  • How much time are your salespeople spending on administrative tasks each day?
  • What is the annual cost of your software licenses?

3. Third base – “Qualify” stage 

At this stage, the potential customer is able to buy, and it’s time to qualify them. It consists of achieving the following customer-focused milestones:

  • Determine their commitment to act.
  • Verify they’ll pay for your solution.
  • Meet with the decision-maker.
  • Determine the timeline for making the decision.
  • Identify decision-making criteria and process.

Determine their commitment to act

Qualify the potential customer’s commitment to act. They must show they're ready to solve the problem now. This ensures you’re not wasting your time and can make the sale within a reasonable time.

Ask the potential customer whether they're ready to move forward. For example:

  • Do you have enough information to make a decision on our product?
  • Are you ready to move forward with making a purchase?
  • Do you have the budget to purchase a solution?

Identify decision-making criteria and process

Understand what’s involved in making a decision. Determine:

  • Who will make the decision
  • When will they make a decision
  • What they need from you to make the decision

Ask qualifying questions to identify the decision-maker. For example:

  • Who is involved in the decision-making process?
  • Who will be using the product, and who approves its purchase?
  • What evaluation criteria do the different stakeholders use in choosing a product?
  • Who made the decision to purchase the current product?

Determine when they will make the decision. Ask for: 

  • Specific dates or timeframes
  • Deadlines for approving budgets
  • The typical length of time to approve new purchases

Collect details on what the potential buyer requires from you to make the decision. For example, they might need:

  • Pricing breakdown and options
  • Timeline required to implement the solution
  • Technical details
  • Support and service details

Identify the competition or other suppliers. Collect this information and take steps to exclude them from future stages. 

In the previous stage, you helped the potential customer to calculate the cost of not solving the problem. Estimate how much it will cost them to solve the problem (i.e., buy your solution). 

4. Home base – “Conclusion” stage

At this stage, the close is within reach. It consists of achieving the following customer-focused milestones:

  • Discuss your value proposition
  • Present your offer
  • Make the close

Discuss your value proposition

When heading home, set guidelines with the prospect. At this point, you’re entering into an agreement to do business.

Demonstrate how your company has solved problems similar to theirs. Case studies and real-life examples work well here.

Present your offer

Present your offer. Explain how you will solve their problem. Don’t go into every technical detail but rather show the value of your offer.

Validate your solution and the related cost to meet the potential customer’s needs. Use the information from previous steps (i.e., the cost of the problem and the price range of the solution) to make a verbal offer.

Make the close

Now comes the inoffensive close. Ask questions to validate:

  • How the potential customer feels you understand their problem.
  • They believe you have the expertise to help them.
  • They want to do business with you.

Follow these steps for using an inoffensive close:

Restate what you know. For example, “Based on our discussion, there are three main areas we can help you with through a partnership. They include improving the efficiency of your sales team, growing retainer revenue, and providing your team with training. Did I miss anything, or would you like to add anything else to this list?

If the potential customer says “No,” then follow up with these questions:

  • At this point, do you feel I understand your business and what you’re trying to achieve?
  • Do you believe the plan we’ve discussed will help you achieve these goals?
  • Do you have a different plan to achieve these goals?
  • Provided the presentation (or demo) meets your needs, do you want our help through a partnership?

The final question is the inoffensive close.

Two more stages (optional)

These stages depend on your company’s sales context. They also tie into the baseball theme.

On-deck circle

This stage occurs before heading for first base. It involves strategies for determining how to contact potential customers. 

First, create profiles of potential customers. List demographic information (e.g., age, gender, location, industry, job role) when creating a profile. Collect this data by:

  • Speaking with your sales team.
  • Analyzing your analytics (e.g., CRM, website).
  • Surveying existing customers.
  • Doing industry research.

Determine where to find potential customers. For example, you can:

  • Ask current customers for referrals.
  • Attend tradeshows and industry events.
  • Search on LinkedIn and other social media channels.

Then, decide on how to contact those potential customers. For example, you might:

  • Contact them by phone or email.
  • Reach out through their website or social media pages.
  • Meet them in person.
  • Set up a virtual meeting.


Scoring occurs once you’ve made the close. If it applies to your business, make a budget proposal before making the final proposal. 

Operationalize Baseline Selling with Weflow

Operationalizing sales methodologies like Baseline Selling can be hard. Sales reps won’t follow the methodology consistently, and sales managers won’t enforce it.

This will result in the team missing the data that’s needed to successfully manage the success criteria of each opportunity.

Weflow offers note templates that can help streamline the Baseline Selling qualification process. It only takes seconds to create a note template which can be reused by your entire team.

A discovery note template in Weflow

Weflow also enables RevOps to set up central pipeline views and field templates to focus reps on fields that need to be populated at each stage of the sales process.

Custom pipeline view in Weflow

Ready to implement Baseline Selling? Get started with Weflow today.

Operationalize baseline selling with Weflow's guided selling platform.


Baseline Selling introduces a simple and visual approach any rep can follow. It’s easy to learn and execute, and helps to fill the gaps in selling competencies.

It’s also adapted to the needs and behaviors of today’s decision-makers, and can be used with all types of customers.


Weflow is the fastest way to update Salesforce, convert your pipelines, and drive revenue.

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