It Is A Numbers Game, Until It Isn't
- Jennifer He
- Apr 23
- 3 min read
We've all heard it: Sales & Marketing is a numbers game. You need high volume of outreach, lots of calls and conversations, wide funnels.
Is that always true?
What happens when this mindset goes unchecked ?
In this episode of Roots & Wings, we shared a couple examples when it isn't about the numbers anymore.
🚩 Real-Life Red Flags
Example 1 – The Insurance Broker on Repeat
A LinkedIn connection messages you repeatedly, despite being told you already have a trusted advisor. The messages keep coming. Then, a final “This is my last message” note.
What’s the issue?
Repetition without relevance turns into spam. Generic messaging in a saturated market doesn’t build relationships—it burns them.
Reframe:
If you’re not tailoring your message, you’re not creating value. You’re just adding noise.
Example 2 – The $5,000 Skincare Program… and a Pushy Upsell
A client signs up for a $5,000 med spa treatment package—then before receiving any services, she’s pitched two more programs priced at $3,000 each.
What went wrong?
When upsells happen before any value has been delivered, it breaks trust. It feels transactional, not premium.
Reframe:
A high-end experience should feel staged, thoughtful, and paced—not rushed. Fulfillment should precede promotion.
So, When Isn't It a Numbers Game?
1. When You’re Selling High-Trust or High-Ticket Offers
Financial advisors, wellness programs, consultants—these offers are deeply personal and carry weight. They require thoughtful outreach and credibility. Trust is not built in a single click—it’s earned.
2. When the Market is Saturated with Noise
In a world full of outreach, personalization is what stands out. When everyone’s shouting, being relevant is the new bold.
3. When the Lifetime Value of a Client Matters
Short-term wins can sabotage long-term growth. A misaligned client gained quickly can leave just as fast—and cost you more than you earned.
Best Practices: Quality Over Volume
1. Earn the Right to Pitch
Don’t jump straight into your offer. Offer insights. Share something useful. Build trust. Ask:
“Have I earned the right to make this ask?”
2. Personalize with Intention
Use public information—posts, interviews, affiliations—to connect meaningfully. Example:
“I noticed you’ve worked in the financial industry before —must have a strong finance network around you. Curious what gaps you still feel aren’t being addressed in your personal or business finance needs?”
3. Match the Pace of the Relationship
Some people take minutes to decide. Others take months. Respect their pace. Trust grows on their timeline, not yours.
4. Fulfill Before You Upsell
Don’t pitch something new when the first service isn’t complete. Delivering on your promises first is what builds a relationship worth extending.
5. Don’t “Close the File” Too Early
Saying “this is my last message” feels robotic or defensive. Instead, leave space for the right timing. Try:
“If the timing’s not right, that’s totally okay. I’ll be here when it is.”
Final Thoughts
Yes, numbers matter, but only when they’re tied to real people, real needs, and real care.
In a world of cold outreach and automation overload, it’s not about how many messages you send—it’s about how well you connect.
Ask yourself:
“Would I respond to this message if I received it?”
Let’s move from transactional to relational—because that’s where real growth lives.
