E168: Sales Fundamentals with Joe Rizzo – Part 1 of 4

January 6, 2024


Why are questions crucial in sales conversations and how do they contribute to a positive experience?


My guest for this next 4-part series is Joe Rizzo. I must say that this was a great conversation between two people on the same wavelength of how sales should be done by professionals. And not just because he is an avid listener of this podcast, but because he focuses on doing sales the same way. 


In Part 1, Joe and I talk about:

  • Not wanting the deal more than the other person
  • Are you making the most out of your leads/opportunities?
  • Balancing activity level with goals



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Connect with Joe on LinkedIn


Joe’s Bio:

He is the founder of The Executive Recruiter Network, an Advisor to Facebook, a LinkedIn Consultant, and with his firm Tash Rizzo – he helps recruiting and staffing companies with their lead generation strategies.
 

Joe’s Links:

Website –  https://tashrizzo.com/ or executiverecruiternetwork.com

LinkedIn – https://www.linkedin.com/in/bizdevstrategist/

  • Show Transcript

    Jason: Hey and welcome to the sales experience podcast. My name again is Jason Cutter and on today’s episode I have Joe Rizzo, so he is the founder of the executive recruiter network and advisor to Facebook, LinkedIn consultant and with his firm Tash Rizzo, he helps recruiting and staffing companies with their lead generation strategies. He has done a ton in sales starting a long time ago in insurance and doing so many things and excited to have him on the show. Joe, welcome to the sales experience podcast. 


    Joe: Awesome. Thank you for having me. I’m excited to be here now. 


    Jason: We were talking a little bit before we got started on here. You’d been listening to the episodes. You kind of know what’s going on with the show here and kind of what to expect, what we’re going to jump into. And since you ran so many different companies successfully and done so much in your sales career, I thought what might be fun for us to do is start with the questions that I have generally not been great at asking, but I think they’re kind of valuable and will tie in a lot of your experiences. And so let’s talk about the sales experience in your experience, and you can go way back if you want. We can talk about what you’ve learned, but what does a great sales experience look like both from a sales rep and a customer standpoint. 


    Joe: That’s good. And that’s great. I did my homework so I thought, Hey, I’ll know all the questions that Jason’s gonna ask. 


    Jason: I throw, I throw some people for a curve ball by literally doing none of that.


    Joe: No, that’s great. That’s all I appreciate. Yeah, that’s a good question. So the sale experience, I love the way you put it too. It’s an experience, right? I think the sales experience from the customer side should feel like a good experience. You know, some people say people don’t like to be sold, some people say people do like to be sold, but I think people enjoy an experience when they’re buying something and you know, whether it’s something you were looking for or not looking for, when the sales representative can make that an experience for the person, I think it increases their likelihood of buying when there’s either an emotional tie in or something that makes it experiential versus this just happened to them that they went through an experience and there’s some type of transformation, you know, from where they worked, where they are. So I know for me when I buy things and you know, whether it’s opening up a box, whether the person presenting something, all every little step of the sales experience as a buyer, when I looked at it from my standpoint, it should be something that is moving me closer.


    Joe: But also changing the way I feel about the product or service as I’m going through the sales experience is making me more comfortable. That’s making me more excited. And that is changing the way I feel as a sales representative. I believe that the had experience be something that you help them, someone move along and when they’re stuck that you’re actively listening to where they are to help move them along. Because I think sometimes salespeople try to move the person along and experience by skipping a step. Right. And you know, well that’s part of the sales process. Whether it’s part of the rapport, whether it’s part of, you know, building, you know, you talk about this, having some empathy, understanding that person’s situation. If you move them along, you talk about this, I think episode 64 if I did my homework, you know, making sure that that person has a good experience there. You’re not moving them to hope before you understand where they are in, in the process. I think that’s so important to, as a salesperson to sit and really listen to that person where they are before they’re to the next stage. Cause it, no, it’s done too soon. That person would feel wrong. It’s not a good experience for them. And then you’re left going back and trying to get that person over that hump and now you’re, you’ve just created more objections, objectives, things in your way of actually closing the deal. That makes sense.


    Jason: It does. And first off, great job on the homework and listening to the episodes, which is awesome. And so true, at least in my experience as well, and I know we’ve talked about this, is that, you know, you’ve got to have a process and you’ve got to have kind of a system, whatever it is, whatever those steps are that work, but you’ve got to do it in order just like everything else. Yeah, and I’ve seen that all the times where a sales reps will, you get nervous or get excited or something will happen or gets thrown off by a question. Totally skip a step and everything is like a stepping stone that’s got to get you to where you need to be.


    Joe: Yeah, absolutely. I think from the other side, it’s people, a good salesperson oftentimes to get somebody to buy, but that person may have buyer’s remorse because they didn’t, you know, they skipped that step. But a good salesperson moved them forward anyway, but now you’ve left that person wondering should they have bought it where it’s the person that moves through entire process and experience has a good buyer journey. They feel good about, about where they’re going and what they’re done. There’s always gonna be someone that has a little bit of buyer’s remorse that’s going to happen, but if they’re mood along that journey in the right task, they’re feeling good at the end of their decision. They’re not questioning, gosh, what did I just do? What did I really just pull up my card for that amount?


    Jason: Yeah. Well, and I think that’s always a good sign of the ideal sales experience for whatever you’re selling is that somebody walks away, feels good about it when they wake up at two o’clock in the morning in a cold sweat, not if, but when they realized, wait a second, it was for the best. I bought it because I wanted to. I got help and I know that they’re still around if I have questions. But overall it was a good decision. It wasn’t kind of a bamboozled charismatic kind of talking into something and then, you know, it was like, you know, you get home, you’re like, Oh crap, I didn’t really need X, Y and Z and now I’m upset.


    Jason: So in your current role, let’s say, how have you built your ideal sales experience? Like how have you structured that for yourself, for your team, and maybe take us through kind of your transition in the past when you first started sales, right? So when you were in insurance and selling that and kind of to now and what you, what you focus on with building that ideal sales experience.


    Joe: I remember when I started in insurance and I was like, my goodness, like when I went back and looked, I was like, I was talking about death, right? The insurance is that, you know, life insurance is, it wasn’t a home insurance was either term insurance or permanent insurance. I was selling at the time. And the investment part was the fun part. But you know, talking to someone about something I didn’t want to talk about oftentimes, which is, you know, hard talk, talking about death and then saying, Hey, by the way, Jason, you’re going to give me money that you’re never going to see while you’re alive. The return on your investment while you’re alive, unless you know you have to do it as an insurance, you know, retirement plan. But the reality is we’re saying, you know, give me money and I’m going to talk to you about that.


    Joe: And I think what I learned through that was you can’t just sell that product or someone else can come in. You got to understand that person, what their needs are and why would they even buy it. And so I was fortunate enough to go through that. Like I said, somewhat of a painful experience. I didn’t know how to do any marketing at the time. And this was like talking to people and I really got at listening to what it was that they needed or what it was that they wanted. Was their family really important? Why would they buy life insurance? I don’t think you should talk someone into something those convinced against their will are of the same opinion and still so I think you have to, you know, move them. So the sales experience I learned early on was really just listening to someone asking the right questions when I was being trained to call it a fact finder.


    Joe: And you kept asking these questions and what I later learned was the questions are everything about selling the questions that you ask or how you develop. I looked at it as, Hey, I need to understand this so I can get the right information to sell them insurance. But really what was to sell the experience. Hey, tell me about this. Tell me what you have saved. Tell me about why don’t you have saving. Why is now an important time for you asking all these questions. All of a sudden, it wasn’t till later though, they will look back and go, gosh, those are questions that I should’ve been able to use better from the sales standpoint. But I was able to do it anyway just because I happened to be a decent listener. Maybe it’s cause I had three older sisters.


    Jason: Well and all of those questions, what you learn when you really get into sales and and step back and look at it from a professional aspect is those questions you’re asking about like do you have money in savings? Why don’t you have money in savings? Like what is your goals? What is your plans? Like why aren’t you doing X, Y andZ ? That’s all ammunition for your sales process on the consultative side, which can be used for good and evil, right? Like anything, right? Like a gun can be used for good, for feeding your family or for evil. It’s really about what you’re doing with it. But all of that is just info that helps you then solve that person’s problem.


    Joe: Absolutely. And I think you just nailed right there. It’s helping. Like other questions I’m asking designed to make the sale or solve the problem and are both right and it’s okay to have a little bit of both. It’s like if I believe my product can help these recruiters, which I, I’ve seen it do and I know it can do and then it’s up to me to understand what their need is to make sure that my service and product, you know, we productize our service as a to really make sure it’s a good fit. And so I think it’s asking those questions. You can feel like a selling question if I say, do you have money to invest in marketing? Right. But I can flip that question change a little bit and say, you know, what has been your past budget for marketing? But I don’t, I’ve never had one.


    Joe: Okay. One you I, that might be an objection. I actually got to get over it. I’ve never had one. Why do you want to have one now? Have you thought about what that budget should be? They might think it’s a smaller amount and I think it is. So I’ve already uncovered, you know what that is. And so what I tried to do now with our team is really make sure we’re asking questions yes. To see if they’re a good fit. But also uncover what is their need. Like why are they considering doing marketing now? What’s changed is just some add that we happen to do just so good that they had to listen to us or was there a need behind it? Has their business change? What’s changed in the last five years about their business? And I know we all know that the internet has changed so much.


    Joe: Facebook, Google, LinkedIn has changed the way people do business now. So I can take a look at a business and say, Hey, what’s changed in last five years? But when I ask those questions in the right way, in the right manner, like I said, what is your, you know, tell me about your marketing budget. Do you feel good about it? And asking those questions rather than, you know, just asking, Hey, do you have money to invest with us if this is a good fit right now? That’s a sales question. People feel like, okay, I might, maybe in a month or two you’re going to automatically get that objection. But when you it the right way, that’s what I really have.


    Joe: You know, myself, my team focused on, I was like, Hey, let’s understand this where they are, where they’re sitting before I can make sure that they’re ready to move to the next stage is just asking enough questions. So that’s been what I’ve learned. If I went back and as I got more into sales, I started realizing, Oh, the importance of those questions and how they’re asked to make a person feel comfortable. Cause they also want to be understood before the person wants to be sold. They want to make sure that, Hey, you understand me and my current situation, I believe that every business owner, I believe that their situation is unique. 


    Jason: Yep. Yeah. Every business owner thinks they’re unique. Every salesperson thinks they’re unique or their situation’s unique. Everyone is unique. They think their situation is their own. They think their problems in life are their own.


    Jason: You know, whatever everyone’s going through, each prospect thinks their situation is unique. And as you’re talking, I’m just thinking like just a bunch of different things that we want to talk about. You know on that vein right there, it’s, you know, it’s always important to help your prospect or anybody else realize that they’re not alone, which can be a tricky game because everyone wants to feel special but no one wants to feel alone. So if you’re talking to someone, whatever their issue might be, if you can pull that out. I’ve always used like third party stories of other people I’ve helped relative to their situation, right? Whether single mother or you know, married with kids and dealing with this or you know, a single person living at home, whatever it is, it’s, you know, tying it in so they know that they’re not alone. There’s other people in situations like theirs and that it’s safe to move forward and you know, it will be for the best.


    Jason: Alright everybody, that’s it for part one of my conversation with Joe Rizzo. I will give you a spoiler alert. As with most of my guests, we have a great conversation so make sure to subscribe so you can catch all four parts of this mini series and a go to cutterconsultinggroup.com. You can find the show notes, the transcript, all of Joe’s links in advance. If you’re so excited, you can’t wait until the final part. You want to reach out with him. You want to get in touch with him and find out more about his business, what he’s doing and everything he’s got going on on LinkedIn. 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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