[E263] Relationship Building, with Matt Ward (Part 4)

January 17, 2024



What is the handwritten cards strategy?


One of the best ways to jumpstart referrals in the short term is handwritten cards. They’re just not done enough by the people. It takes less than five minutes to write a card. Go on Amazon and buy those magic cards. Don’t put your brand or logo on the card at all. Don’t put your business card in the card, you just sign your name. That’s it. And the minute you put your business card in there it becomes about you not them. Send these cards to 20 people on your contacts. There is an absolute guarantee that you will receive a referral. You will see how it becomes a game-changer for your business.


Remember that this will only work if you stay in touch at different touchpoints at different times. Send them handwritten cards, ping them on LinkedIn every now and then, send them voice messages and text messages every so often. Learn the trick of Top of Mind Awareness (TOMA) and play with it. That you will be in fact, be the top of mind when a client is ready, willing, and able to buy or refer because that is what referral is all about.


To know more about Matt Ward, his work and programs, visit his website and see him in action!:

https://breakthrough-champion.com/


Be sure to also subscribe to his Podcast Show Fitness Business Foundations:
http://www.fitnessbusinessfoundations.com/




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Connect with Matt on LinkedIn


Matt’s Bio:

Matt is the founder of Breakthrough Champion.


In 2002 Matt started a website agency, inConcert Web Solutions, which he, in turn, sold in 2018, so that he could focus on helping businesses get more word of mouth referrals! His book “MORE…Word of Mouth Referrals, Lifelong Customers & Raving Fans”, released in September 2018 and was a #1 New Release!


Matt is a professional member of the National Speakers Association and a podcast host of the popular small business podcast Square Peg Round Hole! He’s a 40 Under 40 Recipient and Chamber Small Business Owner of the Year!


His Links:

Website – http://www.mattwardspeaks.com/

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

Facebook – https://www.facebook.com/mattwardspeaks

  • Show Transcript

    Jason: Hey, welcome to part four of my conversation with Matt Ward. If you have it, make sure to check out the first three parts where we're talking about all things referral. Blackjack, relationships, sales, mechanics, we talk about everything. And this is the final portion. We're wrapping it up here. And just when you think it's over, we dive into one more thing.


    And I was going to make this a shorter interview, and we just kept going and going. And I think it's so valuable. So if you're in sales at any level, again, even if you're in a cubicle selling, and you don't think that referrals are part of your strategy or something that matters, I feel that you. Do you have a lot that you can do?


    So make sure to check out this fourth part. Enjoy.


    Matt: So there are a couple of ways that you can she a pet your sales.


    Jason: Now I know what I'm going to get you for Christmas.


    Matt: Yeah. So one of the best ways to jumpstart referrals in the short term, and we needed to find short term because it's still not short enough for most people.


    Right. is handwritten cards. They're just not done enough by enough people. And usually the reason they tell me is that they don't have time. It takes too much time. And that's not the case at all. It takes less than five minutes to write a card. It's that they don't have the address. Or they don't have the cards.


    Or they don't have the envelopes. Or they're not situated on their desk so that they're easily accessible. Or they don't have stamps. Solve all those problems which are super easy to solve meaning like today you go on Amazon you buy a bunch of cards You go on this to print you buy a bunch of cards. I have custom made cards I do not recommend putting your brand on the card at all and your logo, nothing like that.


    And you don't put your business card in the card. You just sign your name. That's it. And the minute you put your business card in there, it turns it back around on you. And this is about them, not you. So what I want people to do, if you want to jumpstart your referrals, you pick 20 contacts. Because there are 20 business days.


    Each business day of the next month coming up, you're going to do a single handwritten card every business day. You're going to one of those contacts each business day, and you're going to mail them a handwritten card. And so all 20 of those people will get a single card from you in that given month.


    And then I want you to repeat that exact same process to the same 20 people the next month. And then you're going to do it again in the third month. So you are effectively in a 90 day period. Sending three cards to each of 20 contacts. Not hard work to do. I guarantee you at the end of 90 days, the end of three months, you will receive a referral.


    Guaranteed. I can't guarantee what it's worth, or that you'll even close it. It might even be the wrong referral, meaning they're referring you for a service you don't offer. But these are all opportunities to have conversations and educate people on what a better referral is, and how to tee it up, and how to hand it off, and how to make sure it's safe.


    referral, not a lead, but you are going to get a referral. I'm currently working with a few people in a group coaching program. It's a 10 week program. We started in week one with them increasing the amount of cards they write. So if you currently are writing cards at the rate of one a day, just increase it by one, right?


    So we increased it. One of the people in the group is a commercial realtor. Who leases space and commercial leasing space is very difficult business right now. It's all over the map. People are upsizing, downsizing. It's just crazy. And he reached out to all of his former contacts and clients who had leased space from him in the past or talked to him in any way.


    And he got a hit. And then he got an entire building listed for sale. That came from just writing handwritten cards. But what happened was, let me be clear about this, he followed up on the card too, right? Every card he mailed, about 14 days later, he placed a simple phone call. Hey, just checking. What was it?


    No sales pitch, nothing. People return the phone call or they return an email saying, Hey, thanks for the card. I have another guy who, when COVID 19 hit, his daughter was at home out of school and he decided he was going to go through his database. His financial advisor, Edward Jones, went through his database and pulled out all the school teachers and he mailed them all cards and said, my daughter's stressed at home rate and I can only imagine if she's stressed what you're going through.


    So I just wanted to let you know I was thinking about you. That's all the cards said. That's it. He mailed 24, I think he said, cards out and he got responses from close to 15 of them. The people who we did it with and one of them ended up doing a 500, 000 rollover from another advisor. And you could say was it because he mailed a card?


    No, it never is. It's never about the one card. Yes, he built a relationship. These people were in his database. He took the time to do another touchpoint. And that touchpoint was the right timing with the right message. He had built that over a longer period of time. Maybe you don't have the database. You got to have a database somehow.


    You're going to have a CRM of some sort with addresses in it. And if you don't, then just start. Start somewhere. Pick five people. Ask them for their address. Look on the website. Look at their email signatures for their address. And mail them a card. Just say thanks for being a business owner. Pretty simple.


    Jason: One thing I've seen is that sales people worry about only being able to win if they use manipulation, tricks, tactics, and hard closes. So they end up struggling to close deals, make their quota, or earn the kind of money that they want to make. If this sounds like your current situation, or maybe you want to make more money in sales without feeling like you're selling, then my upcoming book called Selling with Authentic Persuasion will help.


    In it, I'm going to take you on a journey to transform from order taker to quota breaker. If you're ready to become an authentic persuader, crush your goals, and create success in your sales career, then go to jasoncutter. com. Again, that's jasoncutter. com and pre order the book today. What's great about that is anybody can use it.


    Any industry, any seller. Even if you're sitting in a cubicle and a call center and you're working for a company, you can do those kinds of things for yourself for, because as an employee, as a salesperson at a company, you're also the owner of your own business of your sales pipeline. And if you fail.


    You will lose your business, which means you will probably get fired and lose your job, but you are in control of that. And the best reps I've seen are both employees and business minded, where they're looking at their success in sales, even at a company as under their own control, right?


    Matt: Jason, let me speak to that employee right now, the one sitting in the cubicle.


    Who might be thinking I need to get approval. No, you don't. No. Take the responsibility for yourself. Go on Amazon, buy the cards. Mail the cards out. If for some reason you don't feel comfortable the way it is or how it works, then do them from home, whatever. But you have. The control of the destiny by which your path is going to be on.


    And if jumping through hoops to get somebody to buy cards for purchasing or give you cards that they only want branded cards or whatever. Look, I do tell people about the whole branded thing. They have 4, 000 branded cards in the closet. I'd rather you send those out and none at all. Same people that you send out cards.


    I'd rather you do send out cards than none at all. Most people that do send out cards. are doing it all wrong. They're not customizing it enough and it's very salesy. I just prefer you can walk into Walmart today on your way home from work and you can buy a container of blank cards, completely blank. For about 12.


    And then you go to the post office and you buy a book of stamps for whatever that amount of money is. And then you go home and you just start writing cards. And when you run out of stamps, you pick up more stamps and that's it. And I'm telling you right now. It is an impact, a game changer for your business.


    The more of this that you do, the more of the handwritten card strategy that you do, the more referrals you're going to get for sure.


    Jason: And keeping in mind, because I can also picture times where I've. Had been managing teams and it's consumers, right? And so the customers, consumers, you're not going to send necessarily cards to consumers because that person is now a client of the company and they've moved on, right?


    You're not talking to them again, but there's the other part, which is your contacts and then also potential partnerships. So who's going to send it to you? Cause again, client's going to send you one to three lifetime partners. Can I send you one to


    Matt: talk about that car dealer for a second? Because that's a consumer purchase, right?


    They're going to buy a car every four or five years, right? Or longer if they keep it after they pay it off. Where car dealers I think fall short, car sales professionals, is they can be sending a card out once a quarter, once every six months to people that purchased before. That's not hard to do.


    But in addition to that, you're going to be mailing cards to the finance people at the banks, right? Because some people are going there and getting pre approved before they come to you. The next person was the auto mechanic. Because you're going to have the thermostat looked at on your car and he says, listen, this thing is so old, the thermostat is just one step.


    You're going to need X, Y, Z. You're going to need 2, 500, 3, 500. You should just look at buying a new car. By the way, here's Jason's card. He works over at that dealer. I know him well. He'll take great care of you. So that's one way. And then you gotta look at the insurance people. So sometimes people are talking about making the changes, right?


    on their car situation, or they're like, Oh, I just bought this trailer. I just bought this big SUV or I bought a trailer. Now I need to upgrade my car. And then these are the verbal things they're saying to their insurance agent. And so We want to consistently be mailing cards, but moreover, we want to be meeting with these people for coffee, for virtual sessions, for zoom sessions and learning, and we want to teach these people how to ask the right questions that produce referrals.


    So even if the auto mechanic is fixing the thermostat, one of the questions I would teach him if I was a car sale person is to ask his customer if they're happy with their car. If they're happy with their car, then they're not a good referral. But what if they say no, then the follow up question is have you thought about getting something new and trading the same?


    Yeah. Oh, you need to call Matt. You need to call Jason, right? That becomes the great way, as I call it, the bird dog the referral. So you need to teach your referral sources how to ask questions that eliminate people that are not good referrals and bird dog real referral opportunities for you.


    Jason: I think that's great.


    And again, it's about looking at it a lot differently. Cause I know people who they're afraid to ask their clients or they don't have enough clients or they're worried about, it's go different. Whose customers are your customers? That's what I do a lot with my consulting is instead of asking my clients, because.


    They might not know other business people who want help that I provide, but the service providers, the marketers, the CRMs, the phone systems, all of those types of companies, their customers are my customers. If they're unhappy with their sales team, a lot of times they're blaming. The leads or the CRM or the phone system that I teach all of them.


    If you hear that they will fire you because the sales will blame you. Bring me in and then we can help all of us win together. And yeah, that's same thing. It's who has the relationship


    Matt: speaking to the same economic fire. Yeah. They say, so the way you find this out. Jason, as you write down all your customers, like I just say, pick the last 10 customers you have writing down on the left hand side of a piece of paper and then write down on the right hand side who referred that customer and then look at that right hand column and see what they have in common.


    Are they all in the same area, same zip code, same area code? Are they all involved with high school sports because you are? Do they all have the same amount of kids you have? Do they all go to the same gym you go to? What's the commonality? Are they all like pizza, like mac? What's the deal? What is the same thing that the lowest common denominator that all these people have?


    That's what we want to focus on because that's where our referral sources are. Once we find a referral source, so when I was in my web agency, my referral source was IT professionals, people that spoke to companies because the companies thought that the IT people would do websites and they didn't and they thought we would fix computers and we didn't.


    So we were natural fit. So every time I went into a networking event and somebody would say, Matt, how can I help you? Oh, great. Do you know an it guy? Everybody knew an it person. And then the other thing Jason and I did when I onboarded a client, I made sure I asked her their it guy was because when I asked her their it guy is, it's a couple of answers he's going to give me.


    First one's going to be it's John Doe. I've never heard of John Doe. What's John Doe's number? Great. And when I leave their office, I'm calling John Doe. Hey, John Doe, we're working with Sally, the mutual client. No, she's going to be in great hands. Don't worry about that. By the way, we should have coffee because my clients need people like you.


    Now I have another referral partner. If she says I don't have an IT. You're our IT. I'm like, we're not your IT. You need an IT. I got a bunch of partners that do this. You want me to connect you with one? Oh, yeah, I'd love that. Great. Here's Renee. Now, that's a bit of a lead, meaning she doesn't have a need right now, but I make the connection knowing that she needs a backup.


    I make it very clear to my partner, though.


    Jason: It's also setting that expectation, right? It's hey, this is not a referral. This is a lead.


    Matt: Yeah, it's in the way I do it is I say, Hey, Jason, I'm introducing you and Sally. When I met with Sally today, she indicated she didn't have an IT person. She doesn't necessarily have a need right now, but I think it's important for you to talk because she definitely needs a resource in the future when something happens.


    And now she's got Jason's name on her digital roll of Expo call these days. And that's the thing is all of this is when you go and talk to marketers. They say any reason you would spend money on advertising is to be top of mind, right? It's called Toma. Top of mind awareness when your potential client is ready to buy.


    I would argue if you show up in people's lives, if you stay in touch, if you send handwritten cards, if you ping them on LinkedIn every now and then. Send them voice messages and text messages every so often, every three, four or five months, that you will in fact be top of mind when they're ready to, willing and able to buy or refer you.


    That's what it's all about.


    Jason: That's it. Where's the best place for people to find the stuff that you're doing? If they want to continue this conversation, get more information on the referral side and what you're doing to help people or what you put out there.


    Matt: Sure. So my website is mattwardspeaks. com and I'm very active on LinkedIn and Facebook, and you can find me on both those.


    LinkedIn. com slash in slash Matt Ward speaks and Facebook. com slash Matt Ward speaks. So Matt Ward speaks on every platform.


    Jason: So Matt Ward speaks. That's it. There we go.


    Matt: Cool. Listen,


    Jason: thanks for being on here, brother and having this conversation about referrals because I think it's important, both the framework, the expectation, and then the quality of it and knowing how to do it in a proper way, short term, long term for anybody listening.


    Thanks for helping shift that in the realm of sales.


    Matt: Absolutely. Thanks for having me on the show. I appreciate it. Jason.


    Jason: That's it for another episode of the sales experience podcast. Thank you so much for listening. If you find yourself on iTunes, can you leave the show a rating and a review?


    It helps other sales people and sales leaders find the show and please subscribe to the show and share episodes you find valuable with anyone you know in sales. Help me on my mission of changing the way sales is done. And if you're ready to work together, go to Jason cutter. com again, that's Jason cutter.com.


    To find out how I can help you or your company create scalable sales success. I will see you on the next sales experience podcast episode. And 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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