E129: Digital Sales Mastery with Jamie Shanks – Part 3 of 4

January 4, 2024


How has prioritizing learning and curiosity in your sales approach impacted your strategies and interactions with customers?


This is part three of the conversation I had with Jamie.

In Part 3, Jamie and I talk about:



  • Nurture paths
  • Sales Rep’s Responsibility
  • How far to go in building and maintaining relationships
  • Ageism, sales, and technology
  • The importance of your corporate culture
  • Curiosity and sales success


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Connect with Jason on LinkedIn

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

L
inkedIn: https://www.linkedin.com/in/jamestshanks/

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  • Show Transcript

    Jason: Welcome to part three of my conversation with Jamie shanks. This is the sales experience podcast. My name again is Jason cutter. So glad you’re here. You’re joining me on this mission to help improve the way sales are done both for the sales experience that you have as a salesperson and the experience you’re giving to your customers and the way that you feel. And lastly, the way that sales is viewed as a whole by the world and shifting it from this thing that people are embarrassed to be called a salesperson to being something everyone is proud of because of the value it actually provides. And so I appreciate you being on this journey. Thank you for this. This is part three of my four parts with Jamie. So make sure you checked out the first two segments of our conversation cause we’re just jumping right in, edited where it’s just cut and then we’re going into part three to try to keep these episodes short. Again, you can go to cutterconsultinggroup.com find the transcript, show notes, all of Jamie’s links, everything there. Here it is. Part three,


    Jamie: The account that they were targeting was being almost bombarded and assaulted by their competitors and their competitors had a far more greater traction relationship-wise than they had and they couldn’t figure out why the deal had stalled, installed. Installed relationships are at the core of decision making and so this is a simple play that an account executive should be doing to better prepare the insights they’re going to share. And then to kind of further that thought, now we’re getting into account engagement. Now a next step that sellers would take is, it’s exactly like drawing up when I, when I wrote a book or if you make a script to a movie, you actually storyboard your ideas in advance. You don’t just off the cuff start communicating, right? It’s the sitting down and planning with intent. What you’re going to say on the assumption you’re going to need a multitouch cadence and sequence, meaning you’re going to kind of talk to them on the first touch point and even if you did, so what?


    Jamie: You’re going to need a nurture path and it’s you as the account executive that are responsible for developing this. So how do you sit down and start planning some insights that you can share, drip serve to this customer over time that’s going to push them off their status quo. There’s a simple quote by corporate visions and Forester. They did a study that found that 74% of deals are awarded to the sales professional. That’s first to provide value and insight and the deal meaning teach somebody something new and they’re going to want to come back to that person. And so it’s your responsibility to plan with intent, how you’re going to teach them along a journey. Um, and it’s not the marketing team’s responsibility. They’re your partner, your the account owner, they’re your partner to give you some of those insights. But you as the account executive have to do this.


    Jason: And I’m so glad that you brought up the sales reps responsibility, the account owner of educating and teaching the customer something. And again that go B2B, B to C, any kind of customer is you provide value. Teach them something, you help them improve in way, whether it’s their business, their life, whatever that is. Uh, it’s funny cause I was listening to you talk and I was thinking, okay, and what about the sales rep level? And then you literally covered that. And I think that’s important for anyone listening to this who’s at the salesperson, the SDR, BDR account, executive sales person, whatever your title may be, is always focused. No matter what your sales cycle is, whether it’s a one call close where it’s an 18 month, you know, enterprise level deal with dozen stakeholders. Always provide value, always give some information, some knowledge. Focus. I’ve found for myself, my most success always comes when I focus on helping the prospect in their lives in any way that may or may not benefit me. And that’s not the goal, but I’m just literally helping them. And then that plants that seed and that builds a relationship because now it’s, I’m doing it because I care. I want them to be successful in whatever it is. And you know reciprocity is going to say that if it’s a good fit, they’re going to want to do business with me as well.


    Jamie: I’ll tell you a story around, so I was in Beijing with general electric and I sat down at dinner with the chief marketing officer of a division and we were at dinner. I asked her a simple question, can you tell me a time where you had dealt with an incredible sales professional and or who’s the greatest sales professional you’ve ever met? It was just dinner conversation. Immediately. She had a story. She told me a story about a seller at Hewlett Packard enterprise in Singapore and on touch point number one that Hewlett Packard enterprise seller actually invited her to a marketing event in Hong Kong, so she flew down to Hong Kong, went to the event. It was not about Hewlett Packard, it was just like, here’s a marketing event I think you should go to. When she got back to the office, he had built a 12 month roadmap of all the major marketing events around the Asia Pacific market that she should go to to improve her Acument.


    Jamie: As she was new to the business, nothing was about their product, their solution, and she said, I learned so much and if ever we have a challenge and I need a software, I am 100% bringing this person in to that RFP process because he thought about what my priorities were before his own priorities. And whenever you do these storyboarding, these are, it’s hard. I listen. It’s not easy to say I am always going to do this, but now is before you’re going to communicate, ask yourself, what doesn’t this person know? And for me, what I try to do is I try to make every time I’m communicating with a prospect as a nurture, I try to document new ideas of inhering and boardrooms, new pitfalls and challenges and I make a video that I send them around a new best practice that I heard from this customer. I just, I’m literally passing information from one account to the next all the time. And it’s amazing the feedback people are like, I never thought of it that way. Or it re triggers problems that they’re having and I’m just constantly writing down what don’t I think they know and what can I teach them? And for me, my motive, you know, my modality of is always through video because it’s humanizing and contextual


    Jason: And so valuable to just share and give them. And I think every salesperson, right? So you’re, you lead a consulting company. I have a consulting company. We’re still salespeople. Also the sales person, the account executive, SDR, like all of them need to think like a consultant who’s gathering information, like you said, ear to the ground, listening, watching everything, learning from here and going with their for the same reason that like the top sales people, they’re doing that with their clients, but they’re also doing that with it around them. Like what’s working with their coworkers, what are their coworkers doing that’s successful? Taking that and applying it. Same thing. You’ve talked to this first client and then you know, whatever they’re doing that’s working or their challenge is sharing that with the next one and helping everyone improve and just to share it, just giving all of it.


    Jamie: And that in turn comes to a a myth, especially around digital and social. The world that I live in around ages, so I can’t tell you how often I have to debunk the myth. My reps are older, they’re 52 years old on average and they just won’t be able to figure this out. LinkedIn did a study on it and we’re actually, we have a data analyst parsing through this data of all of our certifications and what we’re discovering is those over the age of 40 are actually outperforming those under the age of 40 for simple reason. I’m 41 so I’m right on that cusp. We number one are typically classically trained. Back in the late nineties and early two thousands we have, we remember a life without technology and actually talking to people. You have a business academia. Yup. And have developed different relationships in a different way. The only challenge is we didn’t know how to mechanize these using platforms like LinkedIn, whereas the inverse, those that are younger, again, LinkedIn is part and parcel of the way that they work, or at least the concept of it, but they haven’t developed some of those other soft skills. If especially those listening to this over the age of 40 that is your competitive advantage of you just learned how to build the relationships at scale using everything else you already know. That’s where your advantage comes from. Yeah.


    Jason: Yeah, and especially because if you look at the classically trained model, it’s too, you know, if you’re doing B2B sales, it’s you go, you get an appointment, you walk into that person’s office, you’ll look around, you try to find something of interest that you can relate to. Maybe it’s their trophy fish or maybe it’s their golfing picture. Strike up a conversation, build a connection, build a relationship, build rapport now and what your saying or what I’m hearing, and this is what I’ve even seen on a manual scale online, is that now I can do all that online. I can find out all that information and then I can jumpstart our conversation light years ahead of where it would’ve been cold.


    Jamie: Google images, Google photos, I immediately, I can’t tell you how I’ve been able to have conversations about things that we would have in common. For me, it’s skiing or cottaging or Google images, Google photos. It pulls from all of their social networks into one simple feed. 


    Jason: Now that you say that I’m super curious or wondering or worried or what, uh, before you came on the show here, if you Google me and Oh, you may have, man, I gotta check that. So, yeah, and I, and I think that’s interesting. I think, yeah, the ages and makes excuses. Just always an excuse. Right. And I also think on the flip side of that, not all millennials, not all younger generation, are without relationships and without conversations. You know, and it’s interesting because I work with some clients who have that and they say are the buyers are younger and they just, all they want to do is email and text and they don’t want to get on the phone. And I think some of that is true, right? For people within the population, right? There’s no generalizations. There’s no, millennials are only this way.


    Jason: And keeping in mind, you know, and this is one reminder I heard this recently, is that the millennial age group is getting older. So you can’t just say, Oh well you’re 20 something. So you’re a millennial. Like the millennials are getting older, you’re on the cost. And so there’s the next generation, the next one. So it’s not just like every 25 year old who won’t make eye contact is a millennial. Like that’s a different thing. But one thing I’ve noticed is that if you’re selling into a business that there’s also a culture within the business, right? And some businesses have the culture of let’s just do all email, let’s do all Slack. We don’t have meetings, we don’t have conversations. You know, there’s, there’s that culture and then there’s cultures and organizations where they use the tools, they use technology and there’s a culture of conversations and picking up the phone or you know, building relationships. And I see it as not so much a generational kind of an ageism thing as it is a culture within that organization you’re contacting. I fully agree. It’s a filter of that, right? Yeah.


    Jamie: I actually fully agree and I think that if I, knowing what I know now and how I’ve tried to build sales for life, I believe the number one culture to build is around learning and being inquisitive around your customer and market. I always remember this for the rest of my life. It was the last job I ever had. I was trying to become and I became the VP of sales at a software company in Toronto, Canada and the CEO in the interview stumped me hard because I in my twenties was in my late twenties was not as an adult learner. I finished my master’s degree and I thought, man, I’m done. It was probably like Clifford the dog. Like I hadn’t, I had not, I hadn’t made any notes. And this company sold data rooms to investment bankers, private equity firms and law firms.


    Jamie: I hadn’t read liars poker or barbarians at the gate or any of these things. And immediately my two years at this firm, he the CEO and the whole company, because it permeated from him, was an avid learner books. It was like book club of the week and it would just podcasts and I got an MBA in investment banking yet I had never been an investment banker really quickly. So I took with that. And what I’m seeing in successful customers is learning is the ultimate leading indicator to success. And to your millennial point, I’m meeting great 25 year olds who are soaking up knowledge, not on their product, but on the challenges of the customer. How does an HR leader think? How does an operational leader thing? For me it’s been sales and marketing and that’s where you can have intelligent conversations even at your 25 years old to say, Hey, I’ve now worked on 60 different accounts. I’m hearing all these things. I’ve, I’m reading all these books and I can still teach you things you don’t know, regardless of age. That’s the value that I think that if as a, as a team building a culture, build it on learning. So what we’ve tried to encourage internally paying for people’s audio audibles you know, getting people, podcasts, getting people free books, just constantly learning.


    Jason: Yeah. And I think the second part of that is the curiosity. And then I think adding all that, because I can imagine those conversations where you or somebody else linearization is talking to that younger person. Maybe they haven’t been there for very long relative to the tenure of your organization. And uh, they’re coming up with ideas and they’re good ideas. And the key is, is also have a culture in an organization where there’s not an ego that’s going to stop learning from other people. Where some people based on org chart based on age, based on tenure, think they know more and they’re not open to learning. Because that’s one of the things, right? So if we talk about, cause I’m 44 I’m not on a costume, I’m gen X, but you know, have a conversation with someone who’s 25 the thing is, keep in mind that person was born with technology.


    Jason: They don’t know a time without the internet and barely remember a time without a smartphone. And so they’ve got the technology piece down and the ones who are curious and inquisitive and seeking information can teach you a lot, can teach someone like me a lot because you know, they’ve got this perspective that’s natural. I’ve got the relationship perspective that’s natural and you know, what can you learn? And I think that’s a Testament if that’s what you have in your culture or anyone listening to this in your organization, the kind of place you want to be at or build, if you’re at the top is one where it’s learning, it’s curiosity, it’s asking questions because that’s what will make you great in sales as well. And then just a culture of being open and being able to push back and share feedback and, and be open to what’s working and what’s not independent of what somebody’s title might be.


    Jamie: And I don’t know if it’s correlated, I’m going to maybe Pat ourselves on the shoulder to think it’s correlated to how fast we moved to enterprise, how fast we moved up market. You start a consulting firm in 2012 and you go from a small local business in Toronto to Oracle in nine months. Right. And then from there just continued with the global enterprise. And this isn’t me, this is my team. My team was able to have really solid conversations, which you’ve revenue officers. I had never been a chief revenue officer. I’d only ever had met a few of them before that time in my life. But it was taking every conversation with those people. What books are they reading, what are they doing? And just like learn, learn, learn, learn, learn, learn, learn. Yeah. And so that, you know, you fast forward over a couple years


    Jason: And that’s it for part three. Thank you so much for being here. So glad you’re listening. Hopefully you’re enjoying this and come back tomorrow for part four. As always, keep in mind 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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