E140: Call Center Tech with Fred Stacey – Part 3 of 3

January 5, 2024


How can advancements in technology, specifically AI and automation, enhance the sales and customer service experience in contact centers?


This is the third installment of the conversation I had with Fred. 

In Part 3, Fred and I cover:



  • Contact Center turnover rates
  • Meeting your customers where they are at to buy
  • Consultative selling in the right way
  • Bots don’t change us
  • Sales people who actually listen and provide solutions


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Connect with Fred on LinkedIn


Fred’s Info:

Fred Stacey is the General Manager and Co-Founder of Cloud Call Center Search which is a division of Outsource Consultants. Fred has been in the contact center industry for over 25 years, starting out manning the phones as an agent before moving to the operations side where he worked to recover failing call centers and start new ones. During that time he worked in leadership roles, involved in technology acquisitions and center build outs while overseeing the ongoing center operations and selecting future leadership.

Prior to joining Corey Kotlarz to start Cloud Call Center Search, Fred held executive level roles in contact center and debt collections software companies. He has managed every aspect of a software company, from running Europe, Middle East and Asia Pacific operations to co-founding startups where he served as COO. Fred specializes in contact center and debt collections software, selection, business operations and strategy.


As General Manager of Cloud Call Center Search he assists companies in identifying the right technologies for their contact center needs, and is constantly evaluating products from artificial intelligence to workforce optimization – and everything in between.

Website: 
https://cloudcallcentersearch.com/

Link
edin: https://www.linkedin.com/in/fredstaceyaincx/

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  • Show Transcript

    Jason: Welcome back to the sales experience podcast. Welcome to the final part of the three part series of conversations I had with Fred Stacy. Now make sure if you haven’t already listened to part one and part two in the last two days so that you can hear the buildup to where we are on this conversation. And as I mentioned in yesterday’s episode in the beginning, listen for different ways that this technology conversation could apply to you no matter where you are in the business. Now obviously if you’re an owner and you have a contact center inside sales call center team or a marketing department that’s looking at different ways to outreach and find customers and optimize that whole experience, make sure to listen closely to the type of things that Fred is suggesting. There’s so much value in so many things that you can do now for your team, for your business, as well as emerging technology, AI and things that are coming soon. So here is part three of my conversation with Fred. Enjoy


    Fred: Renewals, basic stuff like that. You’re going to do it online or through an app or however, you know, you’re, that particular company allows you to have your digital journey, but if you’ve got a problem on your phone, on your bill, if you’ve got, you know, a serious problem that you know, you know, is needs to be resolved right now or is complex, the automatic assumption is that the only way they’re going to get it resolved quickly is to make a phone call. Right? Right now though, you have to expect that inside the center, you know, sales agents, the even customer service doing up sales cross-sales have to be better equipped with the tools to have visibility into, you know, what’s going on. They need to be able to handle those more complex problems, you know, and it just means that you need to, it traditionally contact centers have been high overturn or you know, I mean, you know, the way this goes, right?


    Fred: You know, in sales, especially in contact center sales, their turnover is ridiculous. The costs that they pay relatively lower speaking, those things have to shift, right? We’re already seeing it in the industry that focus on the agent experience, employee experience, AIX X, whatever you want to call it, it’s definitely gone. You know, it has increased significantly, you know, with the additions of gamification, some performance management systems combining LMS learning management systems with performance management and actually tying those KPIs back to their learning exercises. You know, as it adult learning a people we in the contact center market, especially if they are traditionally not really good about forward thinking and adopting change, right? We’re not, you know, you can go out and I mean look at the technology landscape as a whole and 70% of the, the contact center market is premise-based. You know, they haven’t even moved to cloud, let alone, you know, move to any type of automation or these are all things that is driving this significant shift in the way we focus.


    Fred: But I think it comes down to we’re looking for a way to create an effortless experience for the customer. And the only way we can do, whether it’s in sales, you know, customer service or collections, the only way you can make it effortless is through technology. You know, and whether that technology is enabling your agent to be better at answering the phones or providing your customer with the information that they need at their fingertips when they need it. I mean bottom line is the only way to make it effortless is through technology. So we’ve got a lot of catching up to do, you know, as an industry, as a whole sales. Yeah. It doesn’t matter any segment inside the market, there’s a lot of stuff that needs to get done.


    Jason: I think that’s important is to leverage the technology. Cause as you’re talking I’m thinking about sales kind of environments or sales processes that I’ve seen or built or been a part of where there’s a lot of the conversation. Let’s say it’s a, it’s a complete sale that’s done over the phone or you know, some kind of interaction with uh, you know, telesales type department and there’s a bunch of information needs to be gathered that normally you would like, you know, address and phone number and social and all these different points of data that are needed for this sale to be completed back in the day. That’d be fine. They people expect it. And what I’ve seen is that when people call, they don’t want to have to give all that. Like they know how easy that is to put online. Now again, this is saying in coming from the point of view where it’s still a phone goal, it’s still telesales, they need the help, right?


    Jason: It’s a consultative type of transaction and or sale, not a transactional one. And so there is still an interaction, but people’s kind of threshold or patience is not necessarily going through their information. It’s, you know, solving the problem. And then how do you make it easy with technology to get that data from them? Even if it’s them filling it out, it’s like, Hey, I’m going to send you a form. You fill it out now that we solved your problem, here’s the order form. Right? And so it’s a mix and a balance of, you know, people wanting to be able to fill out a form and an order, something on Amazon and have it delivered as quickly as possible to the help and handholding and the relationship and the conversation. So I think that’s part of it, which is, um, you know, when you balance that and not go too heavy one way or another to heavy old school, let’s make this a long, painful phone call and not too heavy on the let’s go all digital and technology and then, you know, there’s no relationship depending on what you’re selling.


    Fred: Yeah. And that’s the balance. Right? You know, I think most of the AI implementations that I’ve seen that have been successful are the ones that are leveraged to drive either the agent experience, you know, to better help the customer faster or you know, the stuff on the front end that handles the, the very basics of, you know, questions and answers using natural language processing and bots. Right? And bots can be voice bots can be digital, they can be text bots, they can be chatbots. It doesn’t really matter. Bots are bots. They’re the front end that’s handling the initial part of the communications. But the companies that do really well at that are the ones that recognize that there is certain things that shouldn’t be automated and that their customers don’t want automated. They want to be able to talk about billing. And I bring that up again because billing questions are often something that somebody wants to get resolved and you know, they don’t believe that they can get it done through robot. Even if you can. And you, right. I mean the technology is there. You could figure out a way to resolve it through even logic base. But nonetheless, you know, I think that, um, you know, the technology doesn’t change what you said earlier. I mean it’s still humans and people still want that. Yeah. It just makes it easy. The technology should enhance our ability to make it effortless.


    Jason: Yeah. And um, you know, kind of like the argument where some people say, you know, social media is changing people you know, and making different people, Oh, like all of these things, the technology are all tools that magnify who you are and what you would do anyway. Like if you’re a good person and you believe in relationships, you’re going to do that with social media. Social media is going to be a way to build relationships and network and do positive things. If you’re a negative person or you’d like to gossip or you just like drama, social media, all technology, any of that will just magnify who you are. Like they say about money too, right? Like money doesn’t change you, it just magnifies and you know, grows, whatever, whoever you are, it just makes you a, a bigger version of that. And so it’s the same thing with technology is like with your organization, with what you do, what you focus on, like at a telesales letter, uh, level contact center, you know, use technology to enhance what you’re doing and not replace it. And then for the sales people, this thing and, or the managers and owners, you know, really what you want to do is technology take care of the easy stuff that you know is the robots of the present and the future can handle and then focus on the relationships, the conversations, the conversion, and you know, building that client base if you’re going down the telesales route.


    Fred: Yeah, exactly. Well, and you know, you look at the way that this successful social media sales people in the market, they’re leveraging it to create deeper, wider relationships, deliver more content about, you’re not asking for things. I mean, you know, the, the world is shifting, right? And you know, the technology are critical tools like you said, but I mean, just like a hammer, that tool can be used for some great things, but it can also be used for some horrible things. So these are right


    Jason: And you know, a hammer is a great tool. Unless you have a screw, right? Then it’s the wrong tool, right? Not even talking like good versus evil. Sometimes you’ve got to have the right tool in the toolbox which goes along with, you know, whatever the company’s focus is, what you sell, the engagement with your customers expect, you know, and how you piece that together. You know, and obviously you being in the space that you are the master of having all of those items in the toolbox and then you know, consultatively figuring out, right, which is what I appreciate about you and all of our conversations with clients is, okay, so here’s the scenario. Like what piece needs to be brought in? What’s the specific application of the right tech instead of like the one size fits all. It’s like, okay, you know, how do you solve this? And it’s, you know, obviously it’s the same thing you would do as a salesperson for anyone else. That’s what you do. It’s what I do for, you know, business is, okay, so what do you need? How can we get you there? And how can we do it in the right way that’s also profitable and not just a, okay, let’s put this big expensive thing in place and habit wastes a whole bunch of time and money. But how does it magnify what the company’s doing?


    Fred: Yeah. And, and that’s the cool thing about my model. You see, I’ve, I’ve never, it was interesting when you first asked me to be on, I’ve never considered myself that great at sales, you know, and, and there’s a lot of reasons I could go into, but I had been great at building people, you know, in building sales people around me. And you know, this particular company that we’re building is the perfect fit for a guy like me because I don’t, I’ve never liked putting a square peg in a round hole. And sometimes when you’re selling software, you know, or selling any individual one product, you have to do that. And I’ve always struggled with that because I want to do, I want to do right by my clients. I’ve always believed that, you know, why would I sell you something that a year down the road you’re going to hate?


    Fred: And you’re going to change anyways and it’s going to cause you more pain. And especially in our world, I, you know, dealing, living in the contact center market, it’s a finite market. Even when you look at it from a global scale, it always amazes me how many people are interconnected in my network, you know? So I’ve always hated that. But today I get to go in and say, all right, let’s talk about your business. Let’s talk about what actual problems from business perspective we’re going to solve and how can we fill those gaps with those technology tools and what are the right tools to look at? Even so, I get to come in with, you know, a hundred plus products in my quiver and say, let’s talk about business outcomes. You know, let’s really take a look at this holistically. Instead of saying, wow, you know, my board told me I need an AI strategy. Great. We’ll get there. You know? And it gives, just gives me ability to be hyper consultative and which is what the modern salesperson has to be anyways, right? But I’ve never really fundamentally saw myself as a great salesperson. I just haven’t because there’s a lot of reasons we can go into that


    Jason: Well, but anybody, anybody who’s listened to this show, especially season one or has or knows me at all is I think the fact that you don’t think you’re a great salesperson, but you want to help people and you see that as a solution based thing is what makes you so great and what I think the world needs more of and really kind of my focus with the sales experience podcast is leveraging those kind of focuses instead of the, you know, that’s why I don’t spend a lot of time on this show or anything. I do have like, okay, here’s the closing strategies, here’s the closing lines, let’s beat into you these types of strategies, which is, Hey, if I can do this, would you do this? Like I think those have a place and I think those work, but fundamentally who are you? Do you want to solve problems?


    Jason: And when you do it from that place, you don’t even have to think of yourself as a good person. A salesperson because you just will be, because you’re actually solving problems and listening to you talk. You know, some people might think, well, but I don’t sell long term, you know, long sales cycle solutions, you know, I’m not selling one thing and then I have an upsell and then all these other things. You can be a short, even one call, you know kind of B to C closer. But the goal is solving problems for that person, square peg, square hole, thinking long term. Even if you have an ultra short sales cycle, but thinking long term and wanting the success of somebody longterm and then you’ll, in my experience, you’ll always win if you’re doing that and moving, you know, your pipeline, your prospects for,


    Fred: Yeah, and I think that’s a shift that’s been happening. I mean, you know, because of the noise, because of all the things we’ve already talked about, social media, all the things. I think the ones that are good at that side of the business, no matter what, and you’re right, it can happen in a short sale cycle or a long sale cycle. B2C, B2B, it’s still about building a relationship and helping them solve whatever problem they’re having, whatever problem they have with what you have to offer. But nonetheless, It doesn’t change my mind. I still don’t believe on the best day. I do know that I’m good at training and building people


    Jason: Well and, and for some people listening to that, uh, might be the place, you know, maybe not great sales, but, uh, you know, help other people and you know, how it can be done and you know, there’s a way to use whatever strengths and abilities you have, but I’m pretty sure you’re really good at selling or getting people to buy and helping them buy, which is different than selling or sales or, you know, trying to push something on somebody.


    Fred: I appreciate it. We’ll agree to disagree on that.


    Jason: So where is the best place for people to find you? Whether, let’s say they’re a company and they’re looking at something for their contact center, their telesales, anything tech related, like where would they find you if they’re a salesperson, you know, and maybe their com they want something for their company, what’s the best place? Where can people find you? Especially LinkedIn obviously cause you accept all requests there.


    Fred: Yeah, exactly. I already spilled the beans. You know, you of course LinkedIn, anytime, you know our website is cloudcallcentersearch.com you know you can reach out anytime. Yeah. A I leave and yeah, people think I’m crazy for doing this but I have my contact information open on LinkedIn. I have my email address, my cell phone. Yeah. I put all that stuff out there and I do that very much on purpose because you know this about me. I, you know, I, I believe that a network you serve your network and your network will, you know, eventually serve you, but you do it in a way that, you know, you just don’t expect anything. So people call me all the time asking what’s going on in the industry, you know, from partners to asking me about what events I’m going to, to, you know, running scenarios by me.


    Fred: The one thing I always try to do is I always try to help. I try to be of service to the market. After 26 years in contact centers, I’ve realized that I’ve got some value to provide to people. And you know, somebody meant, a couple of people mentored me growing up. I got lucky, I found a few mentors and I, I pretty much, you know, constantly be down the door of them to teach me and, and drag it out of them, you know? But, uh, I love returning now. Oh man. You know, that’s what I enjoy to do and it just helps. My business model is based on, on a, you know, certain part of referrals, you know, being a master agent. Yeah. We’ve got sub agents, all those things, you know, but even if that’s not part of your business model, you should be looking to referrals because they’re the best closing percentage. You know, there’s all kinds of reasons I could tell you why. Yeah. I mean, I think if you’re in sales for any period of time, you know that referrals are the best leads you could possibly get. Yeah. And the way you do that, it’s not that I expect that from anybody. It just happens. 


    Jason: You plant enough seeds and you do the right thing and you nurture relationships and it will always happen. Uh, I spend a lot of time talking about that as well. The previous season, you know, I covered that. I fully agree with you on that.


    Fred: Yeah, yeah, yeah. So reach out any, anyway they can. They can always touch and through you. Um, you know, of course you know how to get ahold of me, you know, it’s so any way they want. I’m always open.


    Jason: That’s awesome. And just so everyone knows, cutterconsultinggroup.com a podcast will be on there. This episode will be on there with the full transcript conversation plus all of Fred’s links and information, ways to find him in case you didn’t catch it. And you want to go on there. Uh, Fred, thank you for being on season two with me and talking about tech and either freaking people out or helping people, uh, with their, uh, thoughts around, you know, call center tech.


    Fred: Well, hopefully, I didn’t scare anybody too much. I appreciate it. It’s awesome. It’s always great to talk to you. That’s why I love, uh, you know, listening and you know, the conversations are always awesome. So hopefully, you know, they, your audience finds some value from this. I am guessing they probably will if nothing else. Um, you know, they make geek out with me and with alongside us


    Jason: A hundred percent, make sure that, uh, that they enjoy it and, uh, we’ll preface it with the, a big geek outside on that. So thank you, Fred, for being here and for everyone else, again, cutterconsultinggroup.com/podcast find the episode transcripts and all of Fred’s information. And 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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