E126: Digital Sales Mastery with Jamie Shanks – Part 1 of 4

January 4, 2024


How has the changing world of digital sales influenced the way businesses find and connect with customers?


My guest for this week is Jamie Shanks from Sales For Life. We go through an Account-Based Marketing and Selling journey on our way to understanding Digital Sales Mastery. [All while Jamie is walking on a treadmill desk!]. 

Enjoy part 1 of the 4-part mini-series.


In Part 1, Jamie and I talk about:


  • What “Digital Sales” means
  • The phone isn’t dead
  • How long (well…short) most people are in their current role, and how that plays into selling to buyers
  • Making sure to know all the stakeholders that should be involved
  • Triggers for starting the right conversations, in the right way



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Connect with Jamie on LinkedIn


Jamie’s Info:

Jamie Shanks is the CEO of Sales for Life, the world’s largest Social Selling training program for mid-market and enterprise companies. Sales for Life has trained over 100,000 sales and marketing professionals, in dozens of industries. Jamie’s workshops have been delivered across 6 continents, for brands such as Microsoft, Thomson Reuters, Oracle, American Airlines & Intel. He’s also the author of the best-selling book Social Selling Mastery & SPEAR Selling.

Links:

Website: 
www.salesforlife.com

Lin
kedIn: https://www.linkedin.com/in/jamestshanks/

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  • Show Transcript

    Jason: Welcome to the sales experience podcast. This is Jason cutter and you are listening to another special guest episode this time. It’s with Jamie Shanks coming all the way from Toronto, Canada. This one was a super fun one to record. We did it on video and if you catch this on the video on YouTube, on the website at all, you will see him walking in front of a green screen on a walking treadmill the whole time or talking and literally he’s walking. I’m sitting here a super fun conversation. He knows his stuff. He’s in the digital landscape for account-based management, enterprise sales. There’s so much in all of these parts that we’re going to do for this mini-series of guests episodes for everybody from somebody who owns a company and they’re looking at the marketing. How they run their sales team. If you’re a manager and dealing with the sales reps, especially B to B, but everything down to if you’re a B to B sales rep or a sales in general, things you can learn to help with how you look at sales, how you operate, what successful salespeople do.


    Jason: We’re going to cover that all in these parts and these four sections of the mini-series of my conversation with Jamie Shanks, so enjoy. Make sure to go to cutterconsultinggroup.com/podcast or you can click on the podcast link and go there and download the transcript or read the transcript. Also, check out all of Jamie links are going to be on there. You can find him on LinkedIn or his website salesforlife.com which he’ll mention at the very end, but until then, listen to the show. Here’s part one and enjoy. 


    Jason: Welcome to the sales experience podcast. On today’s episode, I have Jamie shanks joining all the way from Toronto, Canada, and I had an intro plan. I wanted to say it, but as you can tell, Jamie, if you’re watching the video of this, Jamie is walking through Toronto right now. Jamie, welcome to the show. 


    Jamie: Really appreciate you having me. This is fantastic. 


    Jason: It’s so awesome. As soon as we started this, you’re on a treadmill desk, but you’re walking around. If anyone’s watching this or listening, it’s so awesome. I love it. I’ve never talked to anyone who’s on a treadmill desk or for a podcast and I don’t know, it’s just super fun. I’m excited.


    Jamie: Well, fantastic. I am at four hours and 27 minutes thousand calories in and I’m still fired up


    Jason: And I feel super lazy because I think I’m at four hours straight of sitting and recording and working on stuff and a burning, uh no calories doing that. So props to you for sure. So Jamie, for anyone who doesn’t know, obviously we’re going to have some links and all the information at the end of the show, but you know you’re an author, multiple books, CEO of a company called sales for life, which is focused on digital sales mastery, which I really want to dive into because I have a little bit of experience in that. But you guys are the master. And first off, obviously I’m jealous because I love, love, love the name of your company, sales for life and only marginally jealous about it. But tell me, let’s talk about digital sales and what that means and kind of you know, what you’re attacking with your business.


    Jamie: The easiest way to look at it is whether we and I, we as sellers like it or not, our customer is going to learn with or without us. And so at some point we have to step kind of step back and look at the customer and say, how does the customer want to learn as a customer want to interact? And if you look at your own personal life, you’ve evolved, you’ve become more digital, more mobile, you’re connecting socially. And all that we do is we have the number one prospecting methodology to blend people and customers together. That’s the easiest way to look at digital sales. It is a compliment or augmenting the way that sellers traditionally sell today. It’s not a replacement of the phone. This is how do I apply triggers, referrals, insights, competitive intelligence in a digital format to our myself on key accounts and do engage a customer differently.


    Jason: Okay. And so just to clarify, what you’re talking about is especially business to business, account based sales, marketing, targeting, kind of, you know, nurturing until it gets to the point where it’s at a salesperson and then they take over, right?


    Jamie: Well, it’s 100% our expertise is around B2B selling, but it doesn’t have to be account based selling. This could be green fields going after a new vertical or a new geography. It can be used in both contexts. And my first book, social selling mastery was predicated on this Greenfield expansive concept of tackling a new market using social media. And then spear selling was focused on the account-based side of that because a lot of our global enterprise customers were saying, Hey man, I have 10 accounts, 10 accounts globally that I care about. How do I go deeper and wider in those accounts?


    Jason: Right? Yeah. Which I think is important because those are two different approaches and from the companies that I have worked with, especially on the consulting side, is there always seems to be this balance. Sometimes it’s a race for new clients and how do you expand what you have, but then they’re missing the going deeper, right? So going within the organization, how do you sell more? If it’s something where there’s maybe more buyers or more siloed sections within a company where you can expand your footprint in there. And the relationship and then that balance.


    Jamie: Yeah, I think we’re, a lot of this came from, and the book the challenger customer did a fantastic job of articulating the fact that the buying committee is getting bigger and cross-functional and it’s you know, I think the quote was 7.4 decision makers, champions and influencers in a business. And they use this concept called the spinning plate theory. And I really do think the spinning plate theory is right that Hey, I’m selling into human resources, but I also need to have consensus from the CFO and operations and, and not everybody’s learning at the same speed or on the same path. And so how do I as the quarterback, that’s essentially my role as the seller. How do I take my internal stakeholders, you know, customer success and solution architects and everybody, and then how do I align them to the customers, key stakeholders? And there’s so many digital relationships at stake here.


    Jamie: I don’t think the average seller understands that, Hey, my single threaded one guy that I’ve been dealing with and I’ve been logging all my contacts in CRM based on that guy’s conversation, how risky that is from a business’s standpoint. And so we’re really trying to debunk that myth that realize, Hey, guess what the average North American and Western European, right? It’s keeping the job for only two and a half years. So your database is just self cleansing in the wrong way, right? It’s diminishing 5% every month. And so how am I using some of those triggers which are online free up pieces of information to give myself an understanding? Do I have a competitive advantage here? Do I have, am I at a disadvantage? Where’s risk versus threats all available to you free if you just knew how to leverage it.


    Jason: Yeah, and I think one key part from what you said a couple minutes ago is you know with somebody with the average lifespan of being two-ish years, right? For somebody before they change jobs. If you’re selling business to business and your, it’s like a key account relationship and your dealing with this one person. I see this a lot these days where it’s I got my one buyer why one point of contact, the one person who is my champion of whatever it is. It could be a service, it could be a product, whatever that is because that one champion that champion leaves, hopefully you can track that champion down that buyer down at their new organization. Yeah. But now there’s a whole, and one of the things, and I think this is what you’re getting at as well, or I think for anyone listening, this is important to know if you’re doing B2B sales is you may have your one champion or one buyer, but you’ve got to know everybody else in that organization. All the stakeholders around that. In the event there is that vacuum and you’ve got other people involved so you’re not left out. Because I know, Hey, if you’ll lose your buyer and then you’d go to somebody else and say, Hey, I’ve been working with them, they’re gonna be like, I don’t care. Like who are you? Like I don’t know who you are.


    Jamie: How many times you and I both own consulting businesses, right? How many times have you not eaten your own dog food and this has happened to me a million times where you didn’t socially surround your customer and develop relationships with all stakeholders and understand the priorities of each of those stakeholders. You unfortunately saw one of your decision-makers leave and you thought, okay, that sucks, but now I’m going to have to talk to the other key stakeholders and then you quickly discover A, they don’t know who you are. B, their priorities are so off a whack of what you do. It was like you don’t have any tracks from that account altogether. You might as well actually target the account that that key stakeholder went to because you probably have a higher probability of winning that account now. Then you do the one you were just chasing. Yeah.


    Jason: Yeah. Because if you don’t have that key account stakeholder, that buyer, whatever, you know, whatever term you want to use, depending on your vertical, if they leave and you don’t have them and you’ve put all your eggs in that one basket, I guarantee based on my experience, everyone else left behind that you might try to talk to, well, probably feel like you’re a threat to them. Whether it’s consultants like us or you’re selling, you know, branding or marketing or advertising, everyone else is going to feel threat either directly to their job or they just don’t like change. Yeah. So now what kind of stuff are you doing? Because this whole realm is new to me. This is fascinating. You know what kind of stuff, when you’re talking about the digital sales, are you really looking at like, what’s some really cool things right now? End of 2019 it’s so crazy, but where yo literally weeks away from a new decade, what are you seeing in that realm and coming up and you know where it’s going? 


    Jamie: Yeah. And if you look at my business for seven years, we’ve polished one skew. We literally do one thing, you know, other than speaking engagements and workshops to get people engaged and interested, everything is around this platform we call digital sales mastery. And if you look at what’s inside there and being polished, actually what is old is new. We are really starting to, over the years we discovered this concept of enduring frameworks and Franklin Covey actually has always done a masterful job of explaining it this way. So if you look at Franklin Covey’s content, they look at it as these are enduring sales plays or frameworks that will last the test of time. And so that’s what I think people have done wrong with social selling is they looked at it as a gimmick or a trick or a tip or a tactic.


    Jamie: And guess what? Platforms change, ideas change. Like we have to refilm our content every quarter because the platforms are always changing. That was the old way. Now you have to understand that triggers, referrals, insights, competitive intelligence. The core basis to key account planning is not going to change. You must capture triggers, referrals, insights, competitive intelligence on a key account. Now the mechanism at which you were acquiring that information or engaging the customer will evolve. But once you solidify a prospecting methodology that actually has a foundation, then you can just swap in the place. So I’ll give you a place now to make it tactical, give you plays that are evolving because technology is evolving. So right now in LinkedIn, your buyer is those called CEOs. Right now I could tell you every CEO that took a job in San Francisco that meets your ideal customer profile in the last 90 days.


    Jamie: Okay? So that’s a data point that I as a seller five to 10 years ago, didn’t have. Now I’ve got a compelling trigger to start a conversation with CEOs that are new to businesses when they’re new, they want to bring in people process technology. Okay, so we’ll go a little bit step further. You and I service the sales community as an example or the marketing community. Well, human capital investment is one of the biggest leading indicators to growth of initiatives. So right now using again tools like LinkedIn, I can map every company that is either accelerating or decelerating or divesting marketing, human capital people as a trigger to understand, let’s say it was a very specific type of marketing around pay-per-click, or if it was a type of sales around sales excellence as an example, I can see the growth of accounts or the, you know, the deceleration of human capital in any particular market, in any geography in the world as a trigger to start conversations. So we have customers that are growth drivers. So whenever they see growth in an account, it’s a compelling reason to start a conversation. We also have technology customers where their use case is when are struggling or when companies are retracting departments like operations. Perfect. You can map all that. It’s not free and available information if you know how to harness it. So that’s an example of using the power of LinkedIn to, again, fuel a sales play.


    Jason: Right. And I think what’s fascinating because all of that you wouldn’t have gotten not even that long ago, right? And not in the, it’s not in the distant future, but in the AR in the distant past. But then the near past you wouldn’t have had that and that visibility, it would have taken a lot of work. Now it’s available. And then the key is how do you use that? And especially from a sales management, sales leader, owner of a sales based organization, you know, obviously what you want is you want your sales reps selling as much as possible. Having those conversations as much as possible and not hunting or researching or doing a lot of that stuff. I mean I’m a big fan in what I’ve always done, which has been a part of organizations where there’s initiatives that are driving inbound leads, inbound inquiries to keep the salespeople in people in their prime kind of focus and zone of conversations, relationships, demos, you know, and moving and deals forward. And then also if they’re doing outbounds, serving them up the right data at the right speed so that they can just stay again in that sweet spot.


    Jamie: Well, and I’ll give you a tactical example of a global enterprise customer of ours. Like you just mentioned, inbound was an important piece to your growth driver. I’ll tell you something that one of our customers have been doing. Imagine taking digital sales and social selling data, which is essentially relationship mapping. It’s relationship mapping and engaging in a bold and different way. At the same time, you’ve got artificial intelligence, machine learning that is if you know how to kind of parse through your own data, your content consumption story of all of your marketing insights inside those stories are buying intent, so what this customer had recognized is that if they could parse through all of their data records to understand what does ideal look like, who actually cares?


    Jason: Alright. That’s it for part one of my conversation with Jamie shanks. Again, cutterconsultinggroup.com you can find the show notes, you can find his links, you can find the transcript and come back next time for part two. As always, keep in mind that everything in life is sales and people remember the experience you gave them.


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By Jason Cutter August 27, 2025
Most businesses struggle to grow their sales teams. At some point, they give up on looking for rock stars; they just need a team that shows up every day. In fact, research shows that 52% of sales leaders list recruiting as 'very challenging,' and average sales rep turnover hovers around 26% annually. That means for many leaders, the hiring process feels like a revolving door of wasted time, lost revenue, and constant stress. Here’s how to achieve scalable hiring results without having a massive hiring team and a huge job marketing budget. What Most Companies Do They need to hire salespeople. Maybe it’s one. Maybe it’s their very first salesperson. Maybe they need 10 more. So they: Write a job post about all the things the job involves and who they are looking for, and the type of experience they feel is important Put it on Indeed and/or LinkedIn They get hundreds and hundreds of applications They freak out – stressed at the thought of going through all those submissions They have someone on the team spend hours/days going through all the submissions. Have them call and email everyone whose resume fits what they think they want. A few people respond. So they call again, to ‘check in’ on the candidates to try and get more to respond. If that works, they have dozens and dozens of candidates ready for the first interview. Someone has to then take a week’s worth of time blocks away from their actual job to do first interviews. Most of the candidates don’t show up to the call/meeting. A few candidates make it through to the second interview. The boss or sales manager takes these. Two out of the three show up. Offers are sent to the two. One takes another job because the process took so long. The company ends up with one new hire The company repeats the process over and over again, feeling like the best they can do is one to two new hires after each complete cycle of hiring madness. And it is madness. It is also the definition of insanity – doing the same thing, running the same hiring process out of some playbook that no one can point to its origin or actual stats of success. Recent surveys confirm this frustration: more than half of leaders admit they lack an effective hiring process, and many acknowledge that their comp plans don’t even align with the results they want. The result? Slow hiring, bad hires, and retention issues that eat away at growth. Most companies struggle with filling their sales team, with both quantity and quality. They probably run the hiring process like they run their sales process. They default to old-school business thinking that the only way to hire is to just get experienced salespeople to join the team. But there is a better way. I have spent over 15 years being tasked with keeping teams filled with salespeople. Whether it was for inside sales in a call center environment or work from home, to retail environments, from consumer products and services to B2B, from within the United States to offshore, this framework works, even if you have failed in the past to try and scale your hiring efforts. In working with small and large teams, the key is the balance of quality and quantity. Humans will always surprise you. I have seen the ideal candidate – on paper – be completely ineffective in the role. I have seen reps with very little experience, whom we took a chance on, completely outsell their experienced co-workers. The experience of everything that goes into hiring over 800 salespeople, this framework is designed to help you succeed no matter the size of your hiring team. Here’s how to create a scalable hiring process that doesn’t require a large recruiting team and without losing your mind wasting time on candidates that aren’t a good fit. Step 1: Hire Traits, Not Just Resumes Did you know there are three different types of salespeople? The Newbie, The Entrepreneur, The Sales Veteran (email me, and I will send you the ebook that breaks them down). First, make sure you know what you need on the team, who you have the bandwidth to train, and if you need someone that follows your playbook (do you even have one?) pretty much exactly, or are you okay with them just ‘doing what they do best’ without much structure? Next, you need to figure out the mindset traits you find most successful. A business friend of mine, a long time ago, taught me: “Hire the smile, train the skill.” Given enough time and patience, you can teach anyone how to do anything. But it's really hard to teach someone a different mindset. Most people are who they are when they are applying to be a part of your company. Here is my list, in order, of mindsets that I know are successful for sales (in any sales role, any industry, any company): This aligns with broader studies: while past performance can matter, attitude and coachability are consistently ranked as stronger predictors of sustained success. Leaders who over-prioritize experience often miss the hidden talent right in front of them. Openness Curiosity Creativity Persistence Authenticity As I tell my clients, most leaders think they just need more reps who are ‘persistent’. They blame a lack of sales results on the team not asking for the sale enough or doing enough follow-up. The problem with biasing the screening process for persistence is that if you don’t care about the other traits, you will end up with a team full of persistent assholes who don’t listen to you or their prospects, don’t care to learn anything new, and don’t try to come up with new ways to move people to the close. They just see every prospect as a nail and sales is a giant hammer in their hand, where if they can just hit enough nails hard enough, they will win. [Don’t believe me? Ever heard the phrase ‘sales is just a numbers game’? That is this mindset in action.] The last part you want to define is what type of company culture you have and what personality is a good fit? Is it a fun environment? Does everyone like to joke around? Is it all serious and focused? Is it mission-driven? Do you actually have defined, stated core values that you care about? The answers to these questions will help you determine culture fit. One area that organizations will fall short in their selection process is ignoring culture fit and just wanting people with certain experiences on their resume or skills to help sell more widgets. If not careful, it can lead to bringing someone on board who might be an excellent, technical salesperson (meaning…technically they can do the job), but they are a not a good fit for the team. “The best reps don’t just sell your product — they sell it your way.” It’s not enough to just hire for experience; you need team players. Step 2: Treat Recruiting Like a Sales Funnel Now that you know who is open to bringing on board, what that winning combination could look like, it’s time to start building the hiring process. In sales, the initial key to success is attracting the right leads into your funnel. This is the job of marketing. Not just in the steps they take, but the messages they put out there to the world. Like fishing, putting out a hook with bait on it where the right fish that is interested will want to take that bait. Marketing should be doing the same thing for your revops. Your hiring team should be doing the same thing with the job posts and the hiring process. Your goal is to write a job post, like your marketing team writes their content, in a way that your ideal candidate would read it and say “holy crap, that is me!” Part 2 is to build in some hoops. One area that I see pretty much every organization fail at is building and managing candidate lead flow. They put a job post out there, get a shit ton of candidates, go from excited ( “We have so many candidates, we will definitely find all the reps we need!” ) to despair ( “How the hell are we going to get through all these resumes, and then what about all the interviews?” ). So many orgs are not ready for the flood of applicants. And did they even want that many applicants? If you haven’t noticed…recruiting is like sales. Well, to be specific, everything in life is sales, and selling, and persuasion. So building a recruiting process is like building a sales process. Sales teams think it would be great to be flooded with leads until it happens, and so much potential business falls through the cracks of inefficiencies and bandwidth limitations. This is why we want to put in a) hoops and b) templates for our hiring process. Let’s start with hoops. Think about it: in sales, 63% of managers admit their teams do a poor job managing the sales pipeline. If you can’t expect discipline in pipeline follow-up from a candidate during the hiring process, you certainly can’t expect it once they’re in the field. The hoops should be similar to what your prospects have to go through to become a customer. The logic is that your salespeople will run that process with their prospects, so you need to identify those sales reps who are naturally built for it. It’s similar to Alex Hormozi’s take on hiring – that what is more important than the years of experience someone has, is evaluating and selecting for traits like intelligence, work ethic, adaptability, and coachability. This is what we want our hoops to do – help the candidates show us what they are really made of. Some hoop examples: Do you require your sales team to use scripts? Yes, yes, yes…I know…salespeople shouldn’t use scripts…scripts are bad…scripts make everyone sound robotic…scripts are the problem. Bullshit. You are wrong if you think that. Alright…soap-box-moment over…back to scripts. If you require your reps to use scripts…let’s say for an intro, elevator pitch portion, compliance/disclosures – then one valuable hoop to put in place is to make your candidates memorize a short script in the hiring process. There are many ways to do it [email me, I can give you some examples of how, when, and what for this hoop], but it is an amazing filter for candidates. This is how you filter out the people who are not open/curious (remember, my top two sales success mindset traits above) – because they will decline your requirement to memorize the script. Or they will take the script, say they will work on it, and then disappear into the wind, never to be heard from again. And…that is the perfect result. I promise, no matter what fantastic story they spun on their resume or tried to present to you in the interview…their resistance to this step is all you need to know. Truly. The ones who say, “ Sure, sounds good, I will memorize this and get back to you, ” are the ones you want. Not because they are actually good at memorizing things – because I know I am terrible at it – but because they are willing to do it. A tiger can’t change its stripes. Is it a short sales cycle or a long one? If it is more than a one-call close, then you want to put hoops into your process that will help differentiate the short-term commitment versus long-term commitment people. Some salespeople out there are just too impatient to handle making follow-up calls, delays by stakeholders, and rejection after long sales cycles. They need immediate gratification. (and here is a contrarian thought…they are probably also single…because how someone is with work, they are in their life. If they can’t handle long sales cycles and long-term relationship building in a sales role, they probably aren’t very good at it in their personal life. And that’s okay…there is nothing wrong with that mode. The question is – is that what fits your sales cycle/length/mode? If you need reps who can do more than build enough rapport to sell someone something in the next 20 minutes before never seeing them again, then filter those people out by adding layers to your hiring process that extend the length. Now, I am not saying that if your sales cycle takes an average of six months, that your hiring process should do the same, but it should be relatively long. Definitely don’t interview people and then have them start the following Monday. Is there a lot of follow-up in your sales process? Do you expect your team to actually manage their pipeline of valuable leads to ensure they close? Then you want to build in a hoop that requires candidates to follow up with you. We want to test them on how well they will treat their future sales pipeline. If they won’t even follow up with you on their progress in the process, then they aren’t the type of salesperson who will follow up on their own leads. Or, they just don’t care that much about this job. Either way, this is a perfect filter to remove those candidates from your pipeline. If you want my ultimate filter process/scripting for this hoop – email me with the subject “ candidate follow up, ” and I will send you what I have done to successfully apply this filter. While that might look like a lot of hoops and processes to build out, it doesn’t take much to both eliminate the candidates who are not a good fit and allow the ones who are to raise their hand so you can pick them. Remember, no matter how desperate you may feel you are – needing to fill your sales team today, it’s never worth bringing on bad hires, especially in a sales role. The cost of their onboarding, training, combined with the cost to your leads (aka – the wake of revenue and reputation destruction that is caused by terrible sales reps speaking with your hard-earned, expensive leads is almost immeasurable) is not worth it. Fight the urge and bad business advice to just get butts in seats. And I guess that you are here reading this because you have already tried that mode and it failed. And with annual sales turnover costing companies millions, every wrong hire creates a hidden tax on growth that most leaders underestimate. Mads Faurholt-Jorgensen spoke about it in his TEDx Talk titled “ How To Master Recruiting ” with a focus on hidden talents over resumes. He called it the “whispering talents” – and in sales, we want that person who just automatically does the sales activities with the right mindset that fits your organization, sales process, and target customer type. TL;DR Most companies hire salespeople the same broken way: post a generic job, drown in resumes, waste hours interviewing, and end up with one shaky hire. It’s slow, costly, and sets teams up for turnover. The fix? Stop hiring based on resumes alone. Instead: Hire traits, not just experience (openness, curiosity, persistence, authenticity). Treat recruiting like a sales funnel by writing magnetic job posts, adding “hoops” that filter out the wrong candidates, and testing real-world behaviors like follow-up. This approach flips hiring from chaos into a scalable system—so you attract the right reps, faster, and avoid the expensive revolving door. In Part 2 of this series, I’ll show you exactly how I scaled this process to hire 50 salespeople without the chaos—complete with templates, filters, and lessons learned. Don’t miss it. And if you think that there might be some ways to improve your hiring process, contact us and we can do a free Hiring System Assessment to determine where the biggest impact can be made to help you fill your sales team.
By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
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