Episode 26: Thoughts on True Role of Sales Development Reps – Andy Paul

Predictable Prospecting
Thoughts on True Role of Sales Development Reps
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 On this episode of Predictable Prospecting, Marylou Tyler herself is interviewed by Andy Paul, host of the sales podcast Accelerate.   If you’ve ever wondered about the process of writing Predictable Revenue and Predictable Prospecting, Marylou’s thoughts on the true role of Sales Development Reps, and her top tips for identifying your ideal customer, then this is an episode you don’t want to miss!
 
andy-paulEpisode Highlights:

  • Introducing MaryLou Tyler
  • Writing Predictable Revenue with Aaron Ross
  • Is Predictable Revenue still relevant?
  • Intraday calling and fearing the phone
  • The inspiration behind Predictable Prospecting
  • Sales Development Reps: usage, burnout, and hand-off points
  • Targeting companies with the fastest velocity and highest lifetime value
  • Ideal prospect personas within the pipeline
  • The five levels of awareness
  • Varying methods of outreach
  • How Marylou would fix stalled sales fast
  • Marylou Tyler’s top attributes
  • Must-read books and favorite music

Resources:

Episode Transcript

Andy:                    Hello! Welcome to Accelerate. I am really excited to talk with my guest today, joining me as Marylou Tyler. She’s the founder and CEO of Strategic Pipeline and co-author of the classic sales book Predictable Revenue which she co-wrote with Aaron Ross. She’s the co-author of a brand new book called Predictable Prospecting: How to Radically Increase your B2B Sales Pipeline. Marylou Tyler, welcome to Accelerate.Marylou:              Thank you so much for having me. Great to be here. Andy:                    Take a minute, fill up that bare bones introduction I gave for yourself. You may tell us how you got started in sales and how you ended up where you are today. Marylou:              The classic story is I’m an engineer by trade and I was working for a very long time for firms in Silicon Valley who sold very disruptive technologies, usually telephone-base trying to get asynchronous communications into synchronous communications which you all enjoy now as digital. Andy:                    Can you give us an example of who you work for? Marylou:              I worked for a little company called David Systems that took— Andy:                    I remember David. Marylou:              Their claim to fame was to take the whole AT&T key sets that were 25 pairs of cable, they weighed seemingly 50 pounds per phone. It wasn’t that heavy but they had 25 pair cable going into the back of the phone and they will take one pair of that cable and create 32 ethernet and digital voice channel over the one pair of wire. We ended up, because we had buildings in Los Angeles, we were able to take an analog system and create a digital wonder world out of it. Andy:                    Very cool. I forgot all about David but yeah. Marylou:              Yeah. I was involved as a systems engineer because I kept getting pulled into the marketing sales area because I could discuss the needs of the clients and translate it for the programmers even though I’m trained as an operating system programmer. It’s what I did before at Xerox. One day, we came into the office and we were told that the season sales reps were no longer and the systems engineers were now sales reps. Andy:                    Cool, I love it. Marylou:              That’s how I got into sales. Andy:                    Bravo! Actually, I’ve done that for my first clients in the past. Marylou:              There you go. Andy:                    Yeah, that same roof. Marylou:              I was faced with—as we talked before, I had no sales skills. I have sales process background because I am process expert but I had no idea how to apply my process knowledge to actually start conversations with people. I didn’t know at that time, and I try to get them to move forward me through the sales process. Andy:                    How did you end up then teaming up with Aaron Ross to write Predictable Revenue? Marylou:              Well, what happened was I really started getting interested in this whole thing about how do we start conversations with people we don’t know. I got very, very good at understanding how to use the telephone for that purpose and I ended up having a large call centre in Los Angeles area. We generated appointments for the healthcare industry at risk basis. I’ve got quite a representation of knowing how to do that using the phone so I was doing some consulting at a firm up in Seattle contract with me and say, “I heard about you in the telephony side of things. We want you to do this for this internet.” I sort of said, “Internet? What do you mean?” Andy:                    Or you said, “That’s never going to last.” Marylou:              They said, “Well, we want you to do what you to do on the phone for our email. We want to figure out how to do that with email because we’re thinking that that’s going to be the next way of communication for people we don’t know to start conversation.” Being a good consultant that I am, I scoured the internet looking for somebody out there that knew anything about complex sales, emails, leveraging technology and I found the guy by the name of Bryan Carroll who wrote a book called Lead Generation for The Complex Sale, right up my alley. He was having a webinar and he had a guest and his guest was Aaron Ross. When I heard Aaron talk about what he was working on with Sales Force which at the time was a really dinky, tiny, little company. We all thought Sales Force outsource sales reps. That was their branding for us. But when I heard him talk, I realized that, “Wow, this is sounding like what I need to do. I chased that man around for a very long time to try to get him to talk to me about how he implemented that, how the phone fits in and we ended up, long story short, collaborating and produced Predictable Revenue in 2011. Andy:                    Which has sort of become a bible of sorts for SAAS companies in the Valley. Marylou:              It’s really been an eye opener but as you know and as we talked about, the SAAS companies are really focused on fast transactions so the ability to leverage people, process and technology was paramount to them so this process fit really nicely in with the way that they sell. Andy:                    Let me ask you a question. Are the promises—I mean we are here only five years early on from when you wrote the book, are the premises still valid? Marylou:              There are some. The separation of roles, as we’ve talked before, because the fact that the different sales roles do have different strengths and weaknesses depending on the person, that concept I think is brilliant and still applies. Maybe we blend a little bit of inbound and outbound where in the book it was strictly outbound only, inbound only, sometimes that’s a little grey but the hand off. Andy:                    Sure, based on the organization. Marylou:              Right but I think that’s a very important concept. Also, the concept of recognizing that there are stages in top of funnel and even the Sales Force software isn’t written for stages on top of funnel. That’s another concept that’s invaluable because the Predictable Revenue formula which is on page 42 of that book is the thesis for this new book that I wrote. It’s based on how to get predictability in the pipeline which is looking at those stages, it’s looking at the lag, it’s looking at the ideal customer size, if the ideal account profiles are still valid, things like that are still good to use in this day and age but there’s some other things that we glossed over like it was an email only engine that is definitely, it doesn’t work for all companies. The blending of the telephone is very important and there’s also immersion and intraday calling which is a call centre methodology that I still use with clients who are not fearful of the phone. Andy:                    Explain to me intraday call. Marylou:              What we do is when we’re in a client, in a prospect, we look at the people that are either direct or indirect influencers of our target. An intraday calling means we’re calling in and around that bull’s eye to try to find the right person to start conversation. You’re actually making not one phone call to the person but you’re making multiple phone calls in and around, mapping in and around that particular targeted buyer. Andy:                    In an effort to establish contact. Marylou:              Yeah, establish contact, maybe verify that the person you think is the target is the right person. One of the things that makes me smile is when people say, “We should know who the contacts are because we have all these tools.” But there’s so many different roles that do so many different things. I was working with a client that had 15 persona roles for a marketing person because people do different things within marketing. We still use the phone to verify and validate that we found the right person. Some clients, we use this intraday calling technique, but you cannot be faint in heart in order to use the phone for that. A lot of the newer clients in the newer companies, SAAS companies, still rely on email way too heavily. Andy:                    Because that’s one of generational thing about Marylou:              I think so. Andy:    We’ve got generation of people that just didn’t grow up spending all the time on the phone like we did as teenagers and college students. It’s text based communication. Marylou:              Exactly. But not all companies are set up that way so we need to meet our targeted buyer where he’s at and she’s at in her head. Having multiple ways of reaching them is a value. Predictable Revenue didn’t really talk about that too much. Andy:                    Well, your new book, Predictable Prospecting, I sort of hesitate asking the question but it’s why this topic? I think it’s the number one topic for new sales books in the past 12 months. Seems like everybody has written a prospecting book. I find this very curious, that on top of what we see happening in the valley where there’s introduction of those Predictable Revenue model which is heavy on the prospecting. Almost as a reaction to it, it seems like there’s more books written about prospecting. First of all, why is that so many books are written about prospecting and then talk about what motivates you to write yours and what’s different initially about yours. Marylou:              Okay. The why prospecting is that people are still finding it very difficult to engage. They’re not getting the number of conversations that are quality in nature that they want. They want to be able to master the art and the science of getting people to have a conversation with you whether it’s an initial conversation or it’s a follow-up conversation because they filled out a form on your website. I still think prospecting and the fear factor of starting these conversations with people we don’t know will always be a topic that people are interested in because once they get to know you and once you start building rapport, the mindset in your head is that, “Okay, it’s easier to get them to do what I want them to do.” But until you get them into that first conversation, you’re navigating unchartered waters. Andy:                    Is part of the issue that—the way that we specialize roles within the sales function that we have served our least experienced, least qualified people frontline, having those initial conversations? Marylou:              You know, that could be one thing and that’s another, when we’re talking about the book. The book really didn’t do a disservice there either and a lot of my newer clients—that role is more of a professional role. It is someone who is more tenured. Andy:                    Okay. You’re saying is the SDR role in some of the clients that you’re dealing with, it’s less those entry level, we’re going to burn them out in 12 to 18 months role through focused on the metrics to being a role sort of quality over quantity professional role. Marylou:              Correct. It is a role that people may choose to stay in. I have some clients that the SDR role has been filled by the same person for years and years. They don’t have the desire to be an account executive or a field rep or an account manager. Andy:                    How do they manage them differently to not burn them out? Marylou:              Because we’re leveraging the technology now and the process in order to be able to serve up more quality conversations for them. They’re not dialing for dollars like we used to do in the olden days. Andy:                    Or even today. Marylou:              Yeah. We’re basically leveraging our ability to write good content, our ability to have the right assets at the right time for the right person, in place so that the SDR role is one of a consultant role where they’re taking that conversation further, they’re helping them. Andy:    Before the hand off? Marylou:              Yes, before the hand off. Andy:                    Where is that hand off then take place now in those clients you’re talking about? Marylou:              We still are looking at qualification as the hand off point, how in depth the qualification is varies by client. Andy:                    But qualification to buy or qualification to get a demo? Marylou:              It depends on the client. Andy:                    Okay. Marylou:              But some are more involved. I mean, if you want—people hate the word bent but— Andy:                    Yeah, I believe that too. I sort of fall into that category. Marylou:              But if you’re thinking bent, some clients are going to want authority in need and they’re done, that’s when it gets handed off. Some are going to want some understanding of whether there’s money, whether they can find money, whether they can get money, whether money is not an option. They want to know some relative level of where the money is and some are concerned about timing. Is it something six months out, is it something three months out, because all that is factored into the pipeline formulas that we work on. Andy:                    Do you see this as potentially a trend? It seems like to me, when I talk to SAAS companies, CEOs, sales leaders, SDRs themselves, to me it seems like making that role more professional, having them extend a little further into the selling process is the right route to follow. I mean both for the buyer as well as for the seller because then that first initial conversation perhaps with the vendor is more substance. Marylou:              It’s funny you say that because when I was in my days of searching as a consultant for some method of doing this, I was the SDR as a consultant for my client up in Seattle. I’m a highly paid professional who’s doing that role. Most of my clients are like me. Now, I can’t speak for the small to medium businesses or even SAAS companies because my specialty is more up market. In the up market accounts, what we’re talking about now is that role. Andy:                    That’s fascinating. Marylou:              Somewhere there there’s a difference between the lower end guys and I think some of that has to do with the way that Predictable Revenue laid out that map. It’s not the right way, it’s just a way. Andy:    A way. Marylou:              Right. Andy:                    That’s fascinating.  When you think about it because I hadn’t really thought about that before. In that role, for instance, could you make a case that you get what you pay for? Marylou:              Yes. Andy:                    So that if you continued to, I don’t want to say bottom feed, but use an entry level position as oppose to you said trying to professionalize it. You are going to be in the scenario where you’re trying through tons of names in order to dig up opportunities and then you have ultimately modest close in all of those. Marylou:              When we put process in, we’re looking for a 40% close rate. I think the average is 20% close rate. Andy:                    20% to 23% on SAAS. Marylou:              Right, there you go. By definition of the fact that we’re targeting accounts instead of casting the wide net, getting minnows and whales, we’re going after the whales and we are training our SDRs as professionals who can take it to a point where the account executives are going to accept that opportunity 90% to 95% of the time with no issue. We are talking a different type of person in that role but they still need to have that habit. Andy:                    Yes, they can make calls or outreach. Marylou:              They’re not going to be—I can’t only say, when I was first getting into sales that the reps dressed impeccably they wore Rolex watches, they have this beautiful suits, Italian shoes. That kind of rep where you’re finessing the sale from opportunity to close. These guys may dress that part but they are coming in, and I have a story about a friend who did this SDR role. She put her coat on at 5:30PM. She would not leave the office until she got one more appointment. That is the kind of person I’m talking about. That’s 22 more appointments a month. Andy:                    A month, right. This is a—I don’t know if you know Mark Hunter. Marylou:              Yes, I’m actually going to interview him for my podcast in a couple of weeks. Andy:                    Oh, excellent. He’s got a system. He calls five after five. Make five calls after five o’clock. I love these ideas. Probably, the reason that somebody professionalize in this role is going to have west call. This is greater conviction and the value that they can provide for the buyer. To me, that’s always been that correlation. Call reluctance is based on your anxiety and security about the value you offer. Marylou:              There’s a lot of discussion about that, there’s a lot of discussion about compensation. I think really when you look at the end of the day, you’re going to want professionals in all those roles because starting conversations and getting—because we are targeting. I keep reminding people, these are the accounts that we want. We went through all this work to try and figure out what these accounts look like, who these people are. We want every single one of them because we’re targeting them. Andy:                    You call us an ideal account profile, ideal client profile. Marylou:              Yes. Andy:                    A couple criteria, one is you talk about targeting accounts with the fastest velocity and the highest lifetime value. Let’s start with the fastest velocity. How are you judging that in advance when you’re targeting companies? Find out what the final velocity is just so people understand but then how do you identify that they have it? Marylou:              First of all, velocity for us is lag, reduction of lag. I’m sure if you’ve looked at or talked to clients, the water gets muddy when you’re trying to ask them, “Well, how long did it take to go from this stage to this stage to this stage to this stage and finally get to close?” The days in funnel is really that velocity. We want people to close quickly, which means when you go back to that bent process, if we’re hearing that the timing is out till initiatives for 2019 or 2018, they’re not going to be accounts we want to take time with right now. We want to put them into a nurture sequence. We’re kind of disqualification engines when we’re on top of funnel because we’re only going to put through those people with whom we’ve heard all the right things. It’s not even checking the boxes, we got the gist and again, this is where season reps come in. Through our questioning, through our listening, we got the gist of whether or not they’re behavior is such that they’re going to want to go those next steps with us. We’re going to reduce the lag by virtue of the fact that we know pretty much that they’re going to be going through the pipeline a lot quicker. That’s the first thing. Andy:    By pipeline, you mean not just the top of funnel pipeline but the entire pipeline to close? Marylou:              We take the entire pipeline. Andy:                    Okay. Marylou:              I’m not an expert in opportunity close but we do take the math from the entire pipeline in order to determine that. Andy:                    Okay. Marylou:              We also, as part of the ideal account profile and prospect personas, have a 15 step sort of analysis that we go through to try to figure out who these accounts are, What they look like and how we get more of them. Andy:                    That’s 15 step analysis on the account, not on the persona? Marylou:              It can be both the people that we encounter through the pipeline and the account itself, yes, both. We do external and internal audits in order to tend to craft this ideal account profile. Andy:                    Audits of? Marylou:              We talk to everyone in the company who touches the customer, the prospect. Again, I’m up market where that’s a lot of people. That’s product marketing, that’s product development, customer service, support, and the list goes on. We also look at external factors, whether it’s going to be industry, information, surveys that we’ve done, NPS scores, Net Promoter scores for the industries, things like that. We take all of that data, bring it all in, and then create analysis of that. Qualitative and quantitative analysis to determine these are the right clients, these are the right accounts, and this particular geography or this particular vertical, whatever it is, that we’re going to now target for this outreach campaign for predictable prospecting. Andy:                    Within that, and we talk about the ideal prospect persona which you described in the book and the process of identifying that. I was allowed to talk about consensual decision making these days and more stakeholders involved in the process, I heard today that CEB is upping their involvement factor from 5.2 people to 6.7 people. How do you accommodate that or do you even worry about that in your development of the personas? Marylou:              Yes, we worry about that but we worry about it from three stages of the pipeline. The cold stage, the working stage, and the qualifying stage. We’d look at people in and around those stages. We don’t worry about opportunity to close which the CEB, I’m sure is taking the entire pipeline into account. Our little guys, we’re looking at three maybe that are going to ebb and flow. Again, there’s the target, there’s the indirect, and there’s the direct influencers. We want to find those people who on average are going to give us the time of day to have an initial conversation and follow up conversations to get them to opportunity. Andy:                    Do you prioritize within that direct influencers or indirect influencers initially when people have prioritized how they spend their time, how are you that they prioritize in terms of which of those three? Marylou:              If we’re doing immersion intraday type calling, they’re calling all three of those people on the same day. Within their block time, they’re prioritized which means they’re only maybe talking to 20 accounts in a two-hour block time. But because they have five days a week to do that, they can conceivably hit all of their accounts that they’re going after in a week’s time. Andy:                    This process you’ve laid out seems like sort of an ultimate personification of account-based sales development. Marylou:              It does, doesn’t it? Andy:                    Yeah. Marylou:              It does but it also works for—I have a couple of clients who are SAAS companies who are using the process but I really am stickler about multiple people in the account because I think that’s another issue. The difference between Predictable Revenue is there was never really any talk about the people, it’s more of the account. Now, we’re talking about the people within the account that can actually help you get in for that initial conversation or help you create the follow-up conversations that you need in order to start working towards that opportunity. The other thing that I also—I love this topic about personas because the sales people roll their eyes when I start talking about personas. Andy:                    I’m sure they do. I can hear it now. Marylou:              They say, “Our marketing department does that for us.” And I say, “No, they don’t. Let’s think about this, begin with the end in mind. The marketing department is trying to get you a marketing qualified lead. You are trying to get to a sales qualified opportunity. Those are two different types of end results. Therefore, their personas are great for a baseline starting point but you, sales, have to build on that because the pains that you’re going to encounter along the way plus the people you’re going to encounter along the way may be different.” Andy:                    I would extend that to what you also talk about in the book about how to craft the right message, is that you’re crafting a sales message, not a marketing message. Marylou:              Exactly. Andy:                    Which is something that people have a hard time distinguishing. People think if you perfectly align sales and marketing then sales is never going to modify the marketing message. It’s like, “Oh yeah, they’re always going to. It’s always going to happen.” Marylou:              We also have five levels of awareness we have to worry about because marketing theoretically is looking at awareness of some sort because they filled out a form or some action was taken on behalf of the buyer. They’re either aware that the vendor’s there or they’re interested or they’re evaluating. We have three other levels we have to worry about which is they’re unaware because we may be reaching out to clients who have never heard of us, they may be basically problem aware, it’s like going to the fridge at night, you open it up you’re hungry but you don’t know what you want. We have that level too that we have to worry about. Then, there’s the other level of, you go to the fridge, you see the chocolate cake, it looks great but you don’t really an idea of who made the chocolate cake. The fact that people are— Andy:                    I’m not sure that it matters for most of people. Marylou:              This is true. Although for me, if it’s a Duncan Hines chocolate cake, I’m very happy. The basic difference here is that if I’m filling out a form on a website, chances are I’m going to know I’m filling a form on your website so I know the vendor. Andy:                    Right. Marylou:              If we’re doing an outreach program to targeted accounts that we want to penetrate, they may not know us. Sales has got to own this prospect persona for sales. They have to, like you said, craft the message that involves more pain at different levels of awareness which means by definition that those personas have to be done by sales. Andy:                    Who within sales does those? Marylou:              In my world, it’s my people. The director of sales, the director of sales ops in the SDR teams and the AEs, we all work together on creating and crafting the— Andy:                    Is the outline of the process in the book? Marylou:              Yes. There is a process in the book. For those people who bought the book, I actually did a powerpoint presentation of showing a completed prospect persona that’s graphically represented so they can see it, including the bull’s eye that I was talking about in the immersion calling of how to fill that out. Andy:                    Okay, used in the past tense. It’s still available for purchase? Marylou:              Yes, yes. Andy:                    It just came out. Marylou:              I’m sorry. Andy:                    For those people who buy the book, make sure you buy the book. Marylou:              Those who buy the book and send, let me know that they did. I don’t need a receipt but if they just send word to me to the website then I will give them the keys to the kingdom of the swag URL that has all the different stuff in there. Andy:                    Alright. One last point on the book and then we’ll move to the last segment of the show, is you had mentioned that you sort of varying the methods of the outreach beyond what you talk about in Predictable Revenue. Explain what you mean by that. What’s in the cadence that you use. Marylou:              I think just the fact that we have sequences and we have cadences and we have different types of sequences and different types of cadences, depending on the company and their level of comfort in using the phone, none of that existed in Predictable Revenue. Those are all part of our actual samples in the book of the cadences that we use. We also have a lot about the tools that we’re using now. We go very in depth into this habit of the SDR because much of the success of a team depends on choosing the right person for the role that they’re going to be working on. We did a lot of work there as well. Andy:    Now, we move to the last segment of the show. I got some questions I ask all my guests and the first one is a hypothetical scenario in which you, Marylou Tyler, you’re just probably like serving up a softball right across the plate for you. You’ve been hired as VP of sales by a company whose sales stalled out and the CEO and the board are anxious to get things turned around back on track. What two things would you do to your first week on the job that can have the biggest impact? Marylou:              I would first get a status quo of where we’re at and so I would utilize my method of collecting data from the various people within the organization to find out where we are today. From the standpoint of analytics, what does today look like in this company? I would get a good handle on that then I would— Andy:    Beyond just sales. Everything. Marylou:    Yeah, pretty much everything because Andy, where the prospecting client goes is where I want to focus my effort in understanding what status quo looks like. Andy:    Okay. Marylou:    So that would be the first thing and the next thing I would do once I got the lay of the land and a status quo is I would then get an understanding of where we want to go. Predictably, where we want to be and then how long we want to be there. The third thing I would look at is realistically, given our team is what we have in place, can we get there, how do we get there, and what do we need to give up or add in order to get that goal. Andy:    Okay. What a great answer, great answer. You even got the word predictive in there too. The branding is consistent, I love that. Now, just some record for our questions, you can give me one word answers if you want or elaborate. The first one is when you, Marylou Tyler, are outselling your services, what’s your most powerful sales attribute? Marylou:    Hm. I’m pleasantly persistent. Andy:    Okay. Two, who’s your sales role model? Marylou:    Oh my gosh, SPIN Selling. Neil is like my—I love him. Andy:    Got it. Okay. Besides your own books, what’s one book every sales professional should read? Marylou:    Well, I’m going to go back to—there’s two. Can I say two? Andy:    Sure. Marylou:    There’s SPIN Selling and there’s Getting to Closed Stephan Schiffman. Andy:    Stephan Schiffman, Getting to Closed. Okay, good choices. Last question. Perhaps the most difficult one for many guests is what’s music is on your playlist these days? Marylou:    I’m stuck in the 80s, people. Def Leppard, Cheap Trick, Heart, Joan Jett. Andy:    Any ACDC in there? Marylou:    I think one. Andy:    One? Okay. Marylou:    Yeah. Andy:    Yeah, ACDC has never been a favorite so far in the hundreds of interviews that we’ve done. Marylou:              Yeah. I’m definitely an 80s fan. My kids constantly tease me about that. Andy:                Rolling their eyes, right? Well, good. Marylou, it was great to talk to you. Great conversation. Tell folks how they can find more about you and the book and get in contact with you? Marylou:              Sure. The best way to get a hold of me is maryloutyler.com is my website. The book actually is predictableprospecting.com so those are two ways you can pop in and download a free chapter from the book to see if it’s right for you. My Twitter handle is @maryloutyler, my LinkedIn is Marylou Tyler. Pretty straightforward. Andy:                    Marylou Tyler. Thank you again for being on the show. Marylou:              Thank you so much for it. I enjoyed myself. Andy:                    And remember friends, make it a part of your day, everyday to deliberately learn something new to help you accelerate your success and one easy way to do that is to make this podcast Accelerate, a part of your daily routine whether you listen in the gym or make it a part of your sales meeting, that way you won’t miss any of my conversations with top business experts like my guest today Marylou Tyler who shared her expertise on how to accelerate the growth of your business. So thank for joining me, until next time. This is Andy Paul. Good selling everyone!

Episode 25: Techniques to Strengthen Pipeline and Boost Revenue – Jeb Blount

Predictable Prospecting
Techniques to Strengthen Pipeline and Boost Revenue
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On this episode of Predictable Prospecting we’re joined by Jeb Blount, founder and CEO of Sales Gravy and author of Fanatical Prospecting. A leader in Sales Acceleration, Blount’s unique approach to prospecting makes him a sought-after trainer, keynote speaker, and advisor. Join us as we discuss his personal sales philosophies, the lessons he’s learned from advising million-dollar companies, and the techniques you can start using today to strengthen your pipeline and boost your revenue.
 
jeb-blountEpisode Highlights:

  • Introducing Jeb Blount
  • Why balanced prospecting is the best technique
  • Targeting direct and indirect influencers
  • Voicemail as a marketing tool
  • Jeb Blount’s method for improving sales
  • How sales has changed over time
  • Using empathy
  • Why smart companies constantly train their employees

Resources:

Episode Transcript

Marylou:          Hi everyone, it’s Marylou Tyler, Predictable Prospecting. Today’s guest is a gentleman who I followed for quite a long time. He’s the CEO and founder of a company called Sales Gravy. You probably know him from the seven plus books he has generated and sold on Amazon and elsewhere. His name is Jeb Blount.                       His most recent book, Fanatical Prospecting, really caught my eyes obviously because I’m really focused on top of the funnel prospecting and outreach channel. But his unique approach is, I think, amazingly simple, concise and impactful. I really wanted him and I’m so glad that I was able to catch him between all of his engagements to talk to us today about what his top learnings are that he can share with you and things that have happen to him since he launched his last book and then just overall in the ten years he’s been doing this, running around. What’s changed, what’s the same, what are the issues that he can share with us so that when we stop listening to this phone call, this video call, that we’ll put everything that we learned into action right away? So welcome Jeb, thank you so much for joining us. Jeb:                  I’m so glad to be on, I know we have tried so hard to make this happen between everything that was going on, I’ve been in Asia and traveling so it’s fantastic that we finally have a chance to do this together. Marylou:          Yeah, thank you so much. I think the last time, it was me, I had knee surgery, crazy stuff but you’re here now. Tell us about you. Jeb:                  I’m a trainer, a speaker, an entrepreneur, a CEO. I’ve got an entire sales team right over in the other building. I’m sitting in Sales Gravy studios right now but we have an entire inside sales team, we have an outside sales team, we sell both employment advertising. A lot of people don’t recognize it, salesgravy.com is the largest employment advertising web site on the internet. We’re also a training and development company and we own several other companies that are in that space. We own a company called Channel EQ that’s in the indirect sales space, in the channel space. Between that and the coaching and the training programs that we build and create for our clients, we’re pretty busy people. When we talk about prospecting, I have to wake up every single day. I just, before we get on that, walk through my sales floor, give everybody high fives, talk to them because whatever they’re doing, everybody in there is in the telephone, prospecting, everybody. Marylou:          It’s funny because you mentioned the word telephone. One of the hardest things that I’m discovering is getting the younger crowd used to using the phone. The Predictable Revenue that Aaron and I co-authored in 2011 really focused on the email engine. I think to a disservice, it made it seem as if you really didn’t need to pick up the phone until someone engaged. What are your thoughts on that? Jeb:                  Well, let me give you a quick stat. We’ve been tracking this since March of last year,  we’ve gone all the way in. We’re about on the 14 months end, or just 15 months end on just a basic experience. I’m the CEO of a company that spends not a huge amount of money but we spend close to about $650,000 a year with vendors who provide services for us. Some of the vendors are as simple as US Post Office, some of them are software as a service vendors, some of the people who clean our office, but a significant amount of money. I’m a pretty good prospect for a lot of salespeople. I’m the person in my company that generally is the person who’s going to say yes or no. I’m not always the decision maker, but I’m the person that, in a lot of cases, has the ability to fund it. I’ll give you an example of that. Yesterday, my Vice President of Business Development said yes to a one year contract with a company that was going to help us do a little bit better job of scrubbing our database. He said yes, he signed the contract, I said no because I’m not willing to pay for it so he had the authority to say yes to the contract, I have the authority to say no. I’m a pretty good target. Now I just want you to think of this for a second. It’s been 15 months now. Over a 15 month period, I am now up to 2373 as of yesterday, can we count every one of them emails, prospecting emails. Marylou:          Wow. Jeb:                  I received four phone calls. Marylou:          Oh my God. Jeb:                  My fourth phone call was yesterday. A gentleman named Chris, he sells software as a service and he called my line, I answered my phone. If I’m in my office, I’m going to answer my phone. He called into our offices, our phone number’s on our websites, not like it’s that hard. You call into the phone three, you ask for me and I answer my phone. His call was terrible, I coached him on, I worked him on it cause the first thing he asked me was how he was doing and I explained to him that he was doing really good before he interrupted my day not to ask that stupid question. We worked on some things but he called me and the calls he called me were having a conversation about his software. In fact, of the four phone calls I received, three of those companies are currently doing business with my company, just to give you an idea. One of those guys, a guy named Luke Rivers, Luke if you’re listening, you know this is true, that he called me out of the blue on a cold call because he listened to one of my podcast and I answer the phone, he goes, “I didn’t think you were actually going to answer the phone.” I ended up referring him to a bunch of other people because he’s a really good sales representative. He’s a great account manager and he takes care of me. But here’s the thing, the kid that called me yesterday, if he had sent me an email, he would not have gotten a response cause I don’t respond to prospecting emails anymore. I’m tired of them. I’m done with them. They’re driving me nuts, most of them suck, most of them have no relevance to me, and most of them I know are being sent by robots. I explained this to a group of representatives the other day. If your entire prospecting mechanism is just to send emails, I can fire every single one of you because I can get a robot that can do this for me, I don’t need you to send emails. And this is true. In our company, we have three different email engines and we use email as a prospecting mechanism. If you’ve read my book, you know I believe in a balanced approach, I don’t believe in one single approach. We use all those things. I don’t need human beings to do that. I can have one person that can run every email program that we have. Reps that are concentrating and focusing on email are doing themselves and their companies a major disservice and they’re sub optimizing their results because the phone is, it will always be, it will continue to be, the most powerful tool that you have in your sales arsenal. Especially if you’re an inside sales rep, this is what you and Aaron wrote your book about Predictable Revenue. If you’re inside sales rep, it’s one place where you can actually have a conversation. That kid that called me yesterday, his call was horrible, he got an A+ for picking up the telephone which is why I gave him a chance. But he and I are at least having a conversation now because he was calling me. He took the coaching and was appreciative of it and that made me feel good so we have a relationship now. He sent me a text message this morning. Now think about that. He used the phone, he used text message, he sent me an email with the follow up demo that I can watch. He’s used all the prospecting mechanism at his disposal and that’s the real key. That’s what I mean by balanced prospecting. Use all the channels. Marylou:          It’s such a disservice to continually slam people with the same message and think that because you’ve done it five, ten, 15 times that they’re going to for some reason change their mind, it’s just wild. I had an email stream sent to me by a client the other day where it was a company out of San Francisco and they basically sent one email and then had I think eight in thread replies like “Did you get my email?” “Hey, did you get my email?” “Hey, did you get my email?” It was like, “What are you thinking?” “Why do you think this works?” Jeb:                  I want you to think about this first. People who are watching this, think about the psychology with this. By the way, it’s the same thing with voicemail. You don’t leave a voicemail and then leave the other a voicemail and say, “Hey I left you a voicemail yesterday, you didn’t call me back.” You know how it feels when you got that next email that says, “Hey, why didn’t you reply to my email?” Or, “I sent you an email, you must not have gotten it.” I get these things all the time and I don’t know who’s teaching this cap. Whoever is teaching this crap, stop, you’re killing brands. It makes you feel like the company sending this to you sucks. Just think about this for a second. When you got that, at the sub-conscious level, you felt bad. It made you feel bad because the person was calling you out and saying you didn’t respond to my email. Now, I want you to pay attention to this, people who are listening. It’s a really, really, really stupid way to start off a relationship calling you prospect as schmuck. Stop doing that. I’ve been teaching this since the 90s, you leave a voicemail and you got to leave another voicemail and you gotta leave a voicemail. I get persistence, persistence always went. I get that. But if you leave a voicemail, you leave the exact same voicemail every single day. You leave it because you’re being persistent. But if you call up and say, “Oh, I called you yesterday,” or, “Hey, I’m calling you again,” or, “I’m doing this.” This doesn’t mean you can’t leave a series of voicemails that have a different message on them. If you start leaving voice mails and say I called you before, I called you before, I called you before, trust me, the prospect gets madder, and madder, and madder at you and the same thing happens on email. I was on this rant the other day if front of a group of CEOs. The room exploded. They are like, I’m being hammered by all of these stupid salespeople who were sending me emails telling me that I didn’t respond to their email. They’re not getting any value, they’re not giving me any relevance, they’re not doing anything that make sense to me and I’ll give you one that’s even more moronic, I mean this is moronic. You’re a company and you sell Telephone Prospecting services, we’ll do your cold calling for you. We pick up the phone and call and engage prospects. The way that you prospect to me is via email. How does that help your credibility as a company? I promise you, zero, because it tells me you’re not going to call anybody. All you’re gonna do is send emails and sending me crappy leads that no one is ever gonna respond to me. Marylou:          Definitely. The other thing too about voicemail, I’d like to go back to that, is how do you feel about direct and indirect influencers. When you’re actually working on a calling campaign and you have your bull’s eye, your target, the person that you want  in the middle of the bull’s eye but then the next ring out, you’ll have what I call direct influencers, people who have the prospect’s ear or at least they value them at a peer level. And then you have the third ring which is indirect people like perhaps colleagues or people in other divisions if you’re selling at market companies. How do you feel about the voicemail engine using that to do what I call intraday calling in and around the ring? Jeb:                  Personally, that’s exactly how I approach it. You’ve got a complex account, if you’re selling something that’s really transactional, I’m not sure if that really makes a lot of sense. If it’s a one call close, calling an influencer probably isn’t going to do a lot of good because they’re not going to be able to make a decision and you’re just gonna prolong your pain. I’ll give you a great, real life example. One of my client sells enterprise level software and these are your big spends so we’re talking about anywhere from half a million to five million dollar software purchases. Because they’re at the enterprise level, basically when the company gets their client to sign up, if they’re getting married for life, I mean this isn’t something that they’re gonna shift out of it because the risk of getting into it and getting out of it is just so high. For quite some time, they were going after a market of companies that weren’t actually using the software. They were taking a green field and converting them into this particular type of software and that was a pretty easy sell. You had status quo, the way we’ve been doing it but you also had a lot of market forces that were creating a situation where these companies really had just start making decisions about how they were going to be managing their data. That market began to tap out. They had a very pretty limited market of companies that would be eligible for this type of software. They had a few competitors and once they took out the green field market, they had to start going after competitive accounts. They have to go and start chasing businesses. The cause of this type of software is a long, long term investment, that’s a much harder not to cry. What we set down with them and built was a strategy that was exactly what you described. The strategy was we need to find people who are actually using the software, the competitor software. We know that there are problems there and we know there’s dissatisfaction. We have to leverage that group up in the channel to start really pushing the people above them to push the ultimate decision makers because in this case, the software was so big, it would’ve be a CIO, CFOs, CEO, sort of a joint decision and these decisions generally have to go to the board. You have to get those folks in your camp willing to go the board with a recommendation to make a change to their software. There was no way you were going to make that happen just by calling into the CEO’s office and chatting for a few minutes. You had to get an entire group of people around you working up the channel. As you said, there were some people that were more separated from it, users, people who had an influence but had no real ability to make any decisions at all. Then, you got people above them who were feeling that level of pain, who could push the people above them who had a lot more influence. What they focused on was building out that coalition of people and a lot of that was around a voicemail campaign. By the way, I think this is important for voicemail. Voicemail is not just a, “I’ll leave you a message, you call me back,” but it’s also marketing. If you have a really good voicemail message, you begin to create familiarity. What happens is you begin to help people move into your familiarity bubble so they know who you are, what your company is about. Like you said, it’s a campaign over time. That increases the probability that when a buying window opens, when there’s a trigger event, when there’s a place where there’s some level of dissatisfaction with their current situation, that they’ll either take your call or they’ll respond to your call or email or what have you at that moment. I think that we can’t ever forget that. To run these type of campaigns, you have to be able to manage your database in the way that you can segment your database out, you can run this campaign against the right prospects. Also, I think you gotta make sure, because voicemail is very time intensive, that you are blocking your time appropriately for that. For example, what we do is we do our voicemail campaigns at the end of the day, when our probability of actually getting a live person on the phone diminishes, we do voicemails in the afternoon because voicemail can be answered anytime. We do our calling campaigns generally first thing in the morning. We sit down, everybody’s got to listening in front of them. Calling campaigns, then social, then email, and then email we can schedule it typically, run our email campaigns, schedule them for 8:00AM. As soon as the email hits, we’re watching all the people that are opening the email a lot and then that triggers our phone calls out to them. We see an explosion of productivity and getting people on the phone cause they answered the email, they’re typically at their office. They show some level of interest. We can get them on the phone and typically convert them into a sale. Again, by business from the advertising standpoint is a little bit transactional so the person that gets the email, that’s the decision maker and we need to get them closed on that particular call. I know that was a long explanation but I hope it makes sense. Marylou:          Yeah, it does. One of the things that we work with clients. I just specialize really at three stages of the pipeline I like to call it, which is the initial conversation to qualified opportunity. That is my area of expertise. But within that area, we do exactly what you’re talking about. We call it cadence where we actually blend in the phone with email, we look for first response rates cause all of our emails are persuasive copy, they’re looking for a call to action. They’re adding value but they’re also asking for something in return. Very simple things but we’re looking for response rates, we follow up with those. We embed click through content in some of the emails, we follow up on those with telephone campaigns so then we know the pain point that has resonated with that person. We try to do that in a systematic way at the top of the funnel so that we can build multiple engines. The while you’re sleeping engine is the email only engine and then we blend the intraday calling like we talked about before. For those accounts that have those 5.4 people that ebb and flow throughout the sales cycle that we need to talk to. I think your definitions are great. It does depend on exactly how many people are going to be introduced at certain stages of the pipeline. But for the most part, lots of the clients that I worked with, they have at least three, at least three people that are ebbing and flowing somehow through the initial stages of the pipeline either to start conversation, to continue conversation, or to get through the discovery sequences so that they can create a qualified opportunity. There are people now who are driving along listening to this thinking, “Ahhh, this really sounds great, I’m not sure where to deploy what Jeb is talking about.” When you come in and work with a client, are you specializing from initial conversation all the way to close one close loss? Are there certain segments of the pipeline that you specialize in? Or do you look holistically at the entire pipeline with clients and then start attacking certain areas? What is your preferred way of working with clients? Jeb:                  We’re more of a holistic firm and we work with companies all over the globe. We don’t walk in with a preconceived notion of what we do and we don’t specialize in any particular part of the pipe. Nor are we specializing in any particular industry. As a rule for the last ten years, we’ve been industry agnostic and it’s been a huge boom for us because we’re able to find, there are a lot of commonalities, a lot of patterns that companies are facing so we’re able to bring best practices from one industry or one company to the next. We’ve seen some just explosive growth rates. For example, one of my clients is in capital equipment, they were a $45 million company two and a half years ago, they’re $100 million company today. We were able to work with them on improving their inside sales team, at the same time working with a mash up between inside and outside sales. This is a company that pulled all their people inside and it recognized that it was killing them in the marketplace because their clients no longer had the relationship that they counted on and their competitor started ringing their clock. I’ve had at least ten or eleven clients over the last two years that have been redeploying an outside sales team because it makes sense to them to do that but we’ve been able to mash these things up so we’re getting the most productivity out of every single channel. We are an organization that sits down with our client, we spend time with them, we try to understand where the touch points are, where the levers are that will allow us to get them the highest productivity or the highest performance in the shortest amount of time. Typically, what we find is a lot of times, it’s things that are really, really small that are holding companies back, especially merging companies. But we work with companies that are in the Fortune 100 to merging, I’ve got a client that’s $5 million and that’s what’s beautiful about not locking yourself into a particular space. It’s a little bit harder for us sometimes to explain to companies that no we don’t just do one thing and you have to trust us that we’re really good at what we do. But on the other hand, there’s never a dull day. We’ve got training programs that go all the way from top of the funnel all the way to the end of the funnel and we’re able to apply things like cadence like you described in the appropriate way for every client. Every customer is different, every industry is different, every company is different and they know that your prospect is different. If you don’t leverage things the right way, you lose. If you read Fanatical Prospecting, I’m clear about that. I don’t believe that there’s one way. I don’t believe that there’s a one size fits all approach, I believe in basic principles. I believe that if you call your prospect a schmuck, they’re not going to want to have anything to do with you. I believe if you’re more familiar to them, which is both a marketing and sales function, there’s going to be a high probability that when there’s a buying window, it’s going to open to you. I believe that you have to prospect relentlessly every single day because the number one reason for failure in sales is an empty pipe and the number one reason there is an empty pipe is because sales people fail to prospect. I believe that if you use robots to prospect all the time, then you’re going to sub-optimize your sales because sales in it of itself is an emotional endeavor and until we can find robots that can be human, it’s going to be that way. There are certain transactional sales in the marketplace that, for example if you wanna buy something over the Amazon, the experience is so good that you only need to talk to a sales person in order to buy a toilet paper, I get that. But as we begin getting more complex, buyers are asking and you use the 5.4 thing which is one of the most, in my opinion, this is my opinion only, it’s a ridiculous stat that came out of CEB and because there’s not .4 of a person. I think that the reality is this, some companies there are a lot of people making decision, in some companies there is one person making a decision. There is not a pattern, it’s just a merge where you have a group of people making decisions and that early 90’s, when I was selling, I would sit down with committees of people on a regular basis and sell to them. Sometimes, there were ten people, sometimes there were five people. To think that all of a sudden that change in the world, it’s just not true. The reality is that people are more risk averse than they were before the recession and so what’s happening is that people are less likely to make a decision just on their own because they want to go check with someone else because they feel a risk. As a sales person,  that is an emotional issue, not a 5.4 people issue. As you described if I can go in and start using a campaign to reach into organizations and build relationships across the organizations, some of those relationships are really shallow, some of them will be deep that will help me build a coach or really tap into influencers, then do I give myself a high probability of closing the deal? Absolutely. That’s the real message here versus saying the buyer has changed or all this things have changed because I just don’t buy into it. I don’t believe there is an old school or a new school. I believe that there is the school of selling and if everybody who’s listening to this, if you search your heart and look at the top salespeople in your organization, they are doing things that the top salespeople in the organization were doing in 1970. They are relentless, they are persistent, they have a great mindset, they’re mentally tough, they ask great questions, they build relationships, they recognize that intrapersonal skills, the ability to manage their emotions, and interpersonal skills, managing the emotions of other people are absolutely critical to their success. They are adaptive, and they’re flexible and as new technology and new ways of connecting with prospects have emerged, they’ve adopted those and they built an end into their entire system so they become more powerful. This is to me, the greatest fallacy in sales right now is that sales is harder than it’s ever been which is complete BS. Sales is easier than it’s ever been. I worked when sales was hard. Sales was hard when there was a phone book, sales was hard when there was no CRM, sales was hard when my serum was a stack of business cards. Marylou:          Roll of decks, I had a roll of decks. Jeb:                  Today, we’re talking about, I can sit on an engine overnight, we use a company called TelWise we really love, we send an engine overnight, we send out emails. At 8:00AM, the emails hit, people open them up, we attach documents that they can look at. But when they look on, we use proactive chat to engage them on a conversation with us and get them on the telephone. We have a telephone system that, when I’m in Asia, I’m able to take a call and transfer to somebody in my office from Asia. I can do video calls. Lord, have mercy. It’s easier than it’s ever been before. Yet, just the other day ago, in one of our sales trainings, I was sitting there looking at three 20 somethings, I’m in the front of them, we were doing a prospecting blogs because we do live phone blogs in our Fanatical Prospecting bootcamps, had a stack of business cards in front of them, dialing off the stack of business cards. My mouth is open. I’m like, “You’ve got to be kidding me.” That’s how you go about organizing your day? Don’t tell me about millennials and how good they are with technology because they’re really not that smart with technology. They’ll adapt it faster than other people but they’re not that smart. Don’t tell that there are some new school or old school and please don’t tell me that everything has changed in sales because it hasn’t. It just hasn’t. Marylou:          Amen to that. I think a lot of it is there’s this difference of leveraging technology and hiding behind technology. What we really need to embrace as a community is that we can leverage technology where it makes sense to help us create better consistency in our work habits. In my area of expertise at the top of the pipeline, it’s all about habit. It’s really that consistency, you mentioned persistence, Aaron used to call me, “Patiently persistent Marylou,” because I would be patient but yet persistent in my sales conversations. I agree, I think we have a lot of work to do ahead of us because of this thought process of the younger or just sales representatives in general that the things have changed that much. There are some behavioral things, I will admit to that. My kids, you know with the swipe left, swipe right thing. Their attention span is a little bit shorter so you have to break through the clutter a bit. But all of that means, Jeb, is that you really need to think through what is my value? What value do I bring to the table? When I work with my clients and trying to create this grid, this value grid a friend of mine calls it, of why I matter to you, it’s a hard to thing to do. That’s step one for us, is to try to figure out why should people change? Why now? And why with you? Jeb:                  Even deeper than that, and this is the where, it’s not just millennials, it’s everybody. One of the core sale specific emotional intelligence skills is empathy, the ability to step into the prospect’s shoes. We use a qualification exercise we have in some of our sales training. Then, we ask our sales people to articulate the customer’s problem. They’ll make a list of problems and all the problems are their problems, not their customer problems. The problems are basically all of the features of their product. I’m like, “That’s not the customer’s problem, the customer’s problem is deeper than that. The customer’s problem is that they just hired Marylou as their intern who’s supposed to be getting them Starbucks, but Marylou’s not getting Starbucks because Marylou is going through the invoices that your competitors sent over because it doesn’t make any sense. They don’t trust your competitor.” That’s the problem. For me, it’s not millennials specifically, it’s every sales person. It’s getting out of your own self centered skin. When you start thinking about value, think about it in terms of why is it important to your customer? How does it fit into your customer’s language? With millennials, I get the span of attention, myself-trains had become video games. I’m literally never stop moving, it never stops moving. Nobody has a moment because if I don’t, I lose them. But my attention span has changed. I’m consuming information at such a speed that, I’m trying to read a newspaper the other day, I used to love to read the newspaper and it’s too long for me and I’m like, “I can’t move it.” I get all that, but this is what I mean, sales has not changed. What the great sales people always did was understood the emotional context from which their prospect was coming from. That emotional context changes over time. We’re an evolving society, technology has moved us. But if you don’t have the ability or the discipline to get out of your own way and think about your prospect, then it gets very, very hard to deal with them. If we go back to prospecting, I totally get millennials love text messaging. I’m 50, I love text messaging. I’m into text messaging. One of my vendors sent me a text message the other day, “I noticed something about your business, we can fix it, here’s what it is.” I wrote back and said, “How much?” They said, “This much.” I said, “Okay go ahead and do it.” That was the entire sales call. Now they were familiar with me. I knew who they were but that’s what I used. Later on that day, they called me and said, “Here’s what we’re doing.” That anchored the trust I felt for them. The relationships can be fluent across all those channels. But if you don’t get that it’s a relationship and it starts with the top of the funnel. If your prospecting email sucks, if you call your prospect and go, “Hey how you doin’?” How stupid is that? That’s not a way to start a phone call. If you waste my time, if you don’t bring me something even in your email that’s relevant to me and my business, if you don’t connect with me in that way, you’re gonna fail. This is what I mean by it, you would’ve failed and if you were selling tools to the Egyptian, you would’ve failed then, you’re going to fail now. It’s a different context but the emotional part of sales has not changed. Marylou:          Very good. Now before we go, one of the things I would like you to elaborate on for the audience is the concept of education and training. It’s not a set it and forget it, it’s not a one time shot. Tell us about the most successful clients you’ve had in terms of continual education and how they go about doing that and how you support that through your company? Jeb:                  I’m so glad you asked me. This is one the messages when I first started working with the client. One of my very first messages is, “Great companies don’t have the courage to train. They have the courage to train the same information over and over and over and over again.” This is true for leadership, it’s true for customer service, it’s true for most customer facing disciplines when in business because this is a skill position, these skills, these techniques, these dealing with people, these are skills that have to re-up on a regular basis. When you have that mindset that, “Oh, Marylou has been trained,” and you expect that the training that you gave Marylou was going to sink in and it’s gonna be working forever and ever and ever, you are sadly mistaken, it doesn’t work that way. The analogy that I used with companies to help them understand this is like a professional sports team. I always ask them, “Who’s your favorite NFL team?” Imagine if your favorite NFL team, were moving in August so they’re all practicing right now. They came to camp and had one practice. They went over the play book once. They went over the place once. And then the coach said, “Everybody is trained now, we’re good to go,” and then they never went to practice again. Imagine that. The coach will be fired, the ESP will be up in arms, and all the people have talked about sports be going crazy because nobody would do that. Here’s the deal, salespeople are the elite athletes in the business world. If you don’t have those elite athletes working at peak performance, your company will fail, I guarantee it. The number one reason why businesses fail is because they run out of customers, number one reason. As an organization, it’s your job and your role to train your people over and over and over and over and over again. A great example, we’re talking about prospecting, filling the top of the funnel. You teach a group of salespeople how to get on the telephone and call, we do this in our training classes. We watch business leaders watch the training class and they are amazed at what happens over the course of just three 30 minute dialing blocks because people get so much better. Then they go out and for two weeks, three weeks they are killing it. And then their skills begin to diminish. Why? Because you’re making 30, 40, 50 calls a day, if you’re doing that, you’re getting reinforcement by the call, the customer, you begin to boost that skill. If you’re not re upping that, some of that’s the manager, some of that’s online self directed, some of that’s bringing the backend of the classroom. But if you are not constantly doing that, you will fail. You asked me about clients. One of my most successful clients. They have two rules. One, every morning they train, every morning. Every morning, they do a training class. These are 15 minute trainings, they take things that you and I have been talking about, they’ll take one part of that and they’ll teach that every single day, every day, every day, every day. This plays, their rocket ship is incredible, they’re sales people are always on. Number two thing, this is the number two rule and this by the way is a rule that I recommend to every single leader. Number two rule, they never, ever, ever, ever get their sales people together in a room for a meeting or online for a meeting, however they they get sales people and not train them something, not teach them something. That way, they’re always teaching. The most successful clients I have, have that as a culture. They teach and teach and teach and teach and teach and teach and teach. I learned it because I work for a company that, we train the same stuff over and over and over again and it was an amazing place to work. It was so much fun. That doesn’t mean you can’t layer on new ideas and new trainings. It doesn’t mean that. What it means is that you can’t send someone to a training class and then expect them to be trained. This is not like teaching accountants how to use a bunch of spreadsheets. This is teaching people human relationship skills. We know how hard it is to deal with other human beings. When I look at the companies that I worked for that were the most fun, the most dynamic where we had people who we were really building on their talents, these are companies who had the courage to pick a path and teach it over and over and over and over again until it was wrote because they believed and understood their self-professionals were their elite athletes. Marylou:          Perfect. One of my friends is a sales director at a company in Seattle and what they do is they have block time everyday where they’re doing their calls. They take 15 minutes, it seems to be 15 minutes as I remember, I don’t know if it’s just palatable or what but they do one topic, one objection, they sometimes do writing exercises where they’re writing emails but they do something every day with the team. If they do a call related warm up, it just gets them ready for their block time. Incorporating it into a daily rhythm isn’t a difficult thing. It’s just like you said, I love the term you used, having the courage to do so. Because it really will change your life and your revenue. Jeb:                  Absolutely and if you take that concept of 15 minutes, I’m working with inside sales teams and working with the managers and supervisors. Far too often, in my opinions, the managers and supervisors are separated, their offices are over there and the salespeople are over here. Not all of them are configured that way. With the supervisors and managers inside of an inside sales team, everyday even if you have multiple shifts, you should be doing shift huddles and for 10 or 15 minutes inside that huddle, you should bring a training, something that you’re teaching. We supplement this with our clients, we have a really powerful elements, we call Sales Gravy University. It allows us to create private programs for our clients so we can create a series of training programs and most of our clients use the mobile app cause the mobile app is slicker and easier and there’s a lot of video based training, we keep them down to two or three minutes. What the manager can do is they can take one of the modules, show the video, and then have a conversation about it so that people can actualize that. Like you said, then they go get on the telephones and they go work or they go sit with the customer and they work. If you’ve got really good leadership team at that point, the leaders are anchoring the training with hands on coaching. I’ll give you a really nice example of one of my clients who I think just took it to the total next level. Most inside sales organizations, they had a quality control group that was listening to calls and going back through what was happening. They will sit down with the representatives in the coaching, they will give them all this things. Nobody can deal with everything you did wrong on a call. What the leader did on Jen, I think one of the best inside sales leaders I’ve ever met, she said, “This is not working for us.” We built training for them, we customized an entire training suite just for them, spent months with them really understanding their business. What she did was start taking the modules, we try to build training in short modules so that managers can then take those later on and use them for their idles. She took the modules and she said, “This week, we’re focusing on this.” That’s what every manager would focus on all their little 15 minute get togethers will be that. Then the quality control people, the only thing they will pay attention to was the thing they were focusing on. Then they will give the managers feedback on the people they were listening to base on how they were doing against that particular focus. The managers were able to use that to really concentrate their coaching. They just got better and better and better and their representatives felt like they weren’t getting fumbled by hey, you did all these things wrong. I’ve got a group of people that are really trying to help me approve a particular skill and then they were growing to the next one, growing to the next one, growing to the next one. I recommend that to a number of my clients, I recommend that to anybody listening. To me, I never thought about doing it that way, it was a game changer for them. Marylou:          That’s great. I thoroughly enjoyed our conversation and I know we can go on forever cause you’re just so knowledgeable about so many different things. But to keep it short, be respectful of the people who don’t have a lot of time to listen. What’s the best way for someone who just is totally excited about what they heard today and want to connect with you? What’s the best way to do that? Jeb:                  A couple of things you could do, one is you can go to my blog, a personal blog, it’s jebblount.com. There’s a ton of resources there, videos, blogs, that type of thing. You can also find me on YouTube, so the YouTube channel and you can go to Sales Gravy, @SalesGravy on YouTube. My Facebook is Jeb On Demand. My personal Facebook is Sales Gravy, connect with me either way, I’m happy to take you and bring you on. I post pictures of food and cats so you can look at that. Twitter, I’m @salesgravy. Instagram I’m @salesgravy. I’m Jeb Blount on LinkedIn and I’d love to get your LinkedIn connection. And then you can find me on iTunes and on Stitcher and wherever you find podcast if you type in my name or type in Sales Gravy Jeb Blount, you’ll find my podcast on those channels. You can also send me an email if you like I’m jeb@salesgravy.com, send me an email, I answer, trust me I gave out my email address, I get tons of spam. It’s okay. I’m happy to connect with you any way that you want to and definitely go pick up my book Fanatical Prospecting. It is the one book that I guarantee you, I guarantee that if you read that book, it will make you more money this year. Marylou:          For those of you who listened and took to heart what Jeb said about phone calls, I will put his office phone number on this show page where I’ll have all these links he just mentioned and other resources that I think would be of value for you to consume. But definitely look him up, if you really want to radically change from where you are now to where you can be as a sales professional, Jeb is your guy for sure. Jeb:                  Thank you. That was very nice of you. Thank you. Marylou:          Thank you so much for your time and it’s great finally connecting with you. I wish you much success going forward. Jeb:                  Awesome. Thank you.

Episode 24: Predictable Revenue Outsourcing – Alicia Anderson

Predictable Prospecting
Predictable Revenue Outsourcing
00:00 / 00:00
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So you’ve read the books and you’ve taken the classes, but something about predictable revenue and prospecting isn’t working for you the way you’d like it to. Maybe you’ve seen some success but it hasn’t been quick enough or at the level you want. Maybe you’re a startup struggling to get the system in motion. Today’s guest has the perfect solution for you! Alicia Anderson provides the key to the process as a prospecting outsourcer. Not to be confused with a lead generation service, Predictable Revenue outsourcing builds custom client target lists, develops the conversation, finds the ideal clients, and is with you every step of the way when building your ideal pipeline.   Alicia Anderson began her career as a fashion merchandiser. After reading Predictable Revenue and training with Aaron and I, Alicia entered the sales world as a B2B sales coach and strategist. As part of her role with Predictable Revenue, Alicia specializes in creating engaging content that encourages the customer to lean into the product.
 
Alicia-AndersonEpisode Highlights:

  • Introducing Alicia Anderson: from fashion to prospecting
  • Fast-tracking prospecting
  • Handoffs and 3-15 process
  • Building a sales stack from an outsourcing perspective
  • Coaching
  • Levels of email personalization
  • The future of Predictable Revenue

Resources: Predictable Revenue Connect with Alicia Anderson on LinkedIn or send her an email directly –  alicia@carb.io

Episode Transcript

Marylou:    Alicia Anderson is a master in the art of prospecting. She’s currently a B2B sales coach and a strategist working with Aaron Ross at Predictable Revenue and spends her time implementing the process that regularly doubles and triples sales for her clients.    Alicia started working with us in 2011 when we co-authored the book Predictable Revenue which is still for sale on Amazon and still a bible that a lot of startups and small to medium businesses as well as larger companies use when they’re thinking about implementing an outbound prospecting system. For Alicia, reading the book prompted her then jumping to prospecting world from a very different place, fashion. In this podcast, Alicia reveals how she jumped from the world of fashion to become an expert in prospecting. The tip she has for us to fast track prospecting efforts and what variables go into successfully finding prospects. She also dives a little bit into lists which is interesting because lists make or break a truly predictable outbound prospecting system Alicia an account strategist and lead coach for Predictable Revenue which is a company now located in Vancouver, Canada. The company was founded by my former author, co-author Aaron Ross and he is working with the team up there now. They’ve put together a really great suite of products all the way at one end a software sort of do it yourself thing to a coaching service to an outsourcing. I’ve ask Alicia on the show today to help us understand some of the different ways that they serve clients. If you’re thinking about needing to either supplement your prospecting team or you’re not sure if you want to make that investment of hiring internal STRs or business developers, what Alicia does may be a viable alternative for you. I’ll start conversation with her so she can help guide you as to how to get started doing prospecting with the goal of creating Predictable Revenue. So Alicia thank you so much for joining today. Alicia:    Hi Marylou, thank you so much for having me. It’s a pleasure to be here. Marylou:    Great. So as some folks may know, Alicia, Aaron and I go back pretty far, I guess. We’ve been known each other for a while now. Alicia’s had a number of different roles but she is what I consider a master in the prospecting side from starting conversations with people we don’t know and taking it all the way through to qualified op. I don’t know if you’re new position gets you all the way to close one and close loss, which you can elaborate on that. Tell us about your journey and how you got started in this particular area with the funnel, the top of funnel and where that’s taken you. Alicia:    Sure. I’d love to. My background actually before you and I met was not in sales at all. I actually worked in fashion. My career prior to this to get me into sales and prospecting specifically was completely different, vertical different business. I was back of house, I had no interest in sales whatsoever. I actually stumbled upon Aaron through a friend of mine who was working with him and she was going to go on a maternity leave for a little while. She asked if I would fill in for her. I was kind of like oh I kind of thought of it as a temporary thing. She’s like he just ask that you read his new book to be published, Predictable Revenues. I was like, okay I’m reading a sales book, I was like, that’s the last thing. The funny thing was of course I did. I started to read it once I started to work with him. I was like wow, and I had the opportunity to meet you, and I was like Marylou’s amazing, and I was like this book is incredible. You guys really transformed the way I perceived sales and what was possible because my context for it was always very manipulative, just not very positive exchange between people. With the book, it was really about communication and finding out if there is, for me that’s how I read it. It’s really about your communication skills and be able to determine if there’s a fit first before you launch into a sales conversation. I was like, to me it’s revolutionary. I was like this is brilliant. It was perfectly aligned with where I was in my life. I was studying communication so I just really jumped into it feet first and it just happened to be that we have just signed up with a new client with Predictable Revenue who wanted us for them. I became the prospector that Aaron started to train from start to finish. We didn’t have an outsourced service at that time but I just became that so there was a need and we filled it. I learned a lot cause it was a challenging client so it’s always good to get your feet wet with someone that is not such a clear path in terms of being able to generate opportunities. You have to test a lot and try a lot of different variations but it was a great experience. From there, I just basically started to get coached from both you and Aaron. Eventually, coached along the side of him in terms of the different clients we’re bringing on Predictable Revenue. That’s really how I got into prospecting. I love it. I actually love that I learned the skill set first and I’m able now to coach the companies who are looking to either try and pilot their own prospecting program and or looking for us to actually help them come in and do it for them for a little bit so we can prove out the strategy in order to convert their ideal prospects into qualified opportunities. And then when they’re ready to hire their own prospecting team, we can actually help make that an easier transition for them. Marylou:    What’s interesting is when the book was written, Predictable Revenue, this is how things evolved. When the book was written, both Aaron and I really talked about should we focus on getting people in house and having the strategies set for an in house team. And then, and only then, once you understand your sales message, your value proposition, etcetera, etcetera, would you outsource. But what I’m hearing from you now, and it’s a wonderful thing that you could go either way. Is that correct? Alicia:    Yes. Absolutely. A lot of times, clients come to us and may think that they have an idea of what the strategy should be. They obviously know more than us because we’ve had experience with lots companies but we’re not experts in every single vertical. We actually will start to put together, we do a nail a niche exercise to make sure that we’re on the right path. We have a messaging workshop that I’m actually creating right now. We sort of figured out a path to start testing. We can figure out pretty quickly if their initial ideas are spot on. If not, if we need to adapt them, cause there are so many variables in order to prospect successfully. It could be you’re targeting the wrong ideal buyers, it could be your messaging is slightly off, it could be your lists. There’s so many things to get correct. There’s lots of room for variation but we’re able to sort it out pretty quickly. I would say, somewhere between three to six months is usually what our engagements look like for our prospecting. Marylou:    Yeah and one of the things I wanted to point out to the audience is that because Alicia’s group has under their belt combined years of experience working with different verticals. You probably have different cadences? One of the questions that comes up all the time is how should I sequence? How do I blend the phone in? What does my cadence look like? I’m sure because you can dig deep into all of the breadth of the accounts you’ve worked with, you can come up with at least a general baseline of, look, we’re going to go in with these types of cadences, these type of sequence, we’re going to blend this with email and phone this way. Because you could fast track that, I’m sure your clients get up and running a heck of alot faster than if we do an internal model where we’re trying to sort of blend what they have technology wise, that’s another issue. In your experience now, you said three to six months. What can someone expect when they engage with you on from an outsourced perspective? What does the day in the life look like when you start engaging? Alicia:    Sure. We basically start off with a nail a niche workshop. We have a series of meetings actually to get everything set up. We’ll start with that initial identifying the segments of businesses that you want to go after ideally where you can have the most success with prospecting. We’ll sort of understand those buyer personas and then work through messaging that would be compelling for them and actually design the content strategy from there. That way at the same time, for prospecting, we don’t prospect the same domain that are clients use for their regular email service. We actually set up an alternative domain so that we can prospect from there just because we don’t want create any issues if there is any spam issues that come up. Google is, I don’t know you’re experienced but, because we use an automation tool, we’re sending usually about 500 emails a week. We just don’t want to run into any issues where we would compromise your regular domain. We also start to take care of all that in the back end so that within the first couple weeks, we’d actually be ready to start sending your first campaigns on your behalf. We say within the first six weeks we’re basically testing the messaging and we’ve started to see a couple of handoffs usually during that time. And by the sixth week, that account will be fully ramped and you’re going to start to see ten handoffs per month. Then, we just continue at that point after six weeks, we can actually start to launch the different campaign with another vertical if you like. There’s lots of testing and refinement to be done but that’s essentially the process. For us, how we know a campaign is working is basically our guideline is the positive reply rate should be between 3% and 5% and handoff rate of at least 0.5% or higher. Marylou:    Okay. Can you help the audience understand what a handoff? How you describe that? Because in the book Predictable Revenue, there was something called a Three Fifteen Process where we did an are we a fit, an AWAF call, for fifteen minutes. Then, we did a one hour scoping call and then a two hour discovery call. Now, that’s an in house model with a more complex type of sale. Can you describe how that has morphed into your hand off process? Alicia:    Sure. This is a little bit different. The handoff that we’re talking about is because we’re solely creating these conversations over email, our prospect team, our accounts strategists don’t get on the phone and speak on behalf of our clients. We handoff a little bit earlier than the process in the book. A handoff, how we define it is someone who raises their hand and basically says, “Yes, I’m interested,” in a meeting. And then we introduce either with some companies and account executives, other times it’s going to be the CEO directly. It depends on how early they are in terms of testing that program. We’ll basically say, “Okay, perfect. I’m going to loop you into this person, who’s your best resource for initial conversation?” And then they determine at that point, once they have a meeting, if that is a true opportunity or not and all of that data is really important to us especially at the beginning of a campaign because we know how to modify the content after we learn. Yes, this was spot on exactly what we want to be reaching out to and or actually this was a smaller deal than who we’re looking for. This wasn’t quite the right buyer so how do we then adapt our content to make sure that we’re getting to the right people. It’s all great information early on. Marylou:    Go ahead. Alicia:    Ideally, once we have that process optimized then we will be having conversations with those ideal buyers and creating qualified opportunities. Marylou:    That’s perfect. Let’s talk the sales stack which is the way people describe the tools that one would need from an outsource perspective. Tell us, if I was a company, I came to you and I wanted to start up. It doesn’t even have to be a start up, it could be I work with larger companies and they may decide we’re going to try outbound prospecting for a particular line of business manager. We have tools in place but by no means do we have the elaborate sales stack that I’ve been learning about with a lot of the SAAS spokes. At a minimum, what would I need in order to be able to engage in an outsource model? What tools would I need to have? And you don’t have to give me names of tools but like the role of the tool. Alicia:    Okay. With Predictable Revenue specifically, you actually don’t need anything. We sort of do it all for you. But ideally, you’d have some sort of list source. There’s also different ways to build lists. When you find out what your ideal customer profile looks like, you can actually build lists customized where you’re identifying the companies and then using an outsource service to actually build up those listed names and ideal people, or you can actually buy lists from lists services. Part of Predictable Revenue, we have agreements with like 30 different lists building services. We invest heavily in that. There’s lots of different ways to build lists. Whether you want to pull them based off the different technologies companies are using, or just general lists, we have the capabilities. A lot of our clients really love that feature because list building is a pain in the butt. We’re able to take that off of their shoulders and actually build lists for them. In terms of our software, software pretty much handles all of the automations so it really simplifies the process for whoever is doing the prospecting. They can basically spend half an hour every morning managing their inbox. The system is basically taking care of everything on the back end. The system will send out a hundreds initials everyday including the follow ups to any emails that are already in the sequence. At a max, I think we can send out 500 emails per day including follow ups. That’s what Google allows. That’s essentially how our process works. If you weren’t using Predictable Revenue, you would want to use some sort of automation tool. There’s lots of apps out there that can manage your different templates as well as the metrics that go along with your sending. There’s lots of different variables out there for you. Marylou:    Okay. One of the things I did hear was that this is primarily an email engine that you’re basically getting people to the point where they’re raising their hand, that they’re interested in having conversations. Their level of awareness may be somewhere in the this sound interesting versus I’ve got a real problem so that I do need someone to talk to about that. Tell us with respect to Google, is this running through Gmail or when you say Google, do you mean Gmail type of engine? Alicia:    Yes. We do use Google in terms of setting up. We setup the domain for you and then we actually create a Google account, a Google email account. That’s what we’re using primarily to send out our campaigns. Right now we’re actually researching other alternatives to just using Google, but we haven’t actually created what those alternates may be. We do, as you have mentioned, we’ve created a calling feature within the software and we’re actually piloting it now. It’s not available for general but it will be, I imagine, in the next few months, available. We’re looking to integrate phone and email touches specifically for our clients, for the product site. We’re talking about internally how we can do that on behalf for clients. I thinks we just would do it for fewer clients than say our full workload but ensuring that we’re set up successfully to have those initial are we a fit conversations. Marylou:    Right. It’s funny because I was just teaching a workshop yesterday. The phone is this mysterious thing to a lot of people but blending it in with the email engine is really the key to bump up those response rates, to move that 3% positive reply up further really is putting the phone in place. What that does obviously is reduces the lag and that Predictable Revenue formula that’s on page 42 of the book still applies. You’re trying to reduce the lag in the pipeline in order to be able to generate a consistent scalable stream of sales qualified leads. That’s great, Alicia. Wow. You’re a coach, and tell us about that side of things. I mean when you go into a client, what is your typical scenario of engaging and how much homework do you give? Alicia:    There is so much homework, actually. The beginning of the process is the most, I think, labor intensive. It’s just really educating the client on the methodology and the taught process behind everything and for their initial campaigns. There’s just a lot of work for both us and the clients in the beginning. We get to a point where we actually put the framework in place and they’re starting to send emails and we’re starting to do testing. It will smooth out in terms of the homework but then basically ensuring that they’re taking on the process and implementing the steps. It’s just a process of testing and iteration after that. Every client’s different. I love, actually what I found is my passion in all of this, the training process is actually the content creation. I am really a big believer in customized content. I would say with Predictable Revenue up until now, they’ve been using more of a mass approach in terms of their content. I’m actually excited to work with them and actually create new ways of approaching content because I think Predictable Revenue, thanks to you and Aaron, has been such a success and it’s been called the sales bible of Silicon Valley. As a result, there’s so many people using the methodology. They haven’t necessarily been trained by us. They may not be doing it very well but they are doing it and so as a result, we’re dealing with people just being bombarded sometimes by prospectors. I think it becomes even more important that the content is really relevant and engaging and provides value. That’s really my passion inside of all of this. I love cracking the code on what would that compelling content look like and actually figuring that out so that’s something that I love, and I look forward to with each client. Marylou:     Yeah, that’s great. Again back to this workshop that we just finished, there’s three levels what I call of personalization for emails. One is the highly personalized, then there’s a hybrid where you’re blending in data elements that you’ve captured maybe during previous sales conversations or if you’ve done some mining of the data so that you get some of the social impacts stored that you can reference, and there’s the completely automated leveraging the database kind of email. Obviously, Predictable Revenue came out with the completely leveraged version. Alicia:    Right. Marylou:    Adding in a hybrid is another way especially for the nurture sequences because you’ve had those conversations with the buyers so you’ve collected hopefully something meaningful that you can input them in the right track when they’re going through nurture. But I’m with you. I love persuasive copywriting to the point that I’ve probably enrolled in whatever how many classes I could find on the topic. As you know, I’m the same way, I just think content is amazing and the click throughs and creating the content based on the levels of awareness, there’s just a lot to it that you can get your arms around. I’m happy to hear that you’re focusing on that. I really want the audience to hear. Alicia’s background is not coming from a sales’ background. Well it is, but it’s not specifically prospecting. Through this whole process, she discovered her unique genius, what she loves to do. What’s cool about our area of the pipeline is that there’s so many moving parts that you can really pick a specialty and be really good at it and then apply your knowledge across multiple accounts which it sounds like that you have enable to do so that’s great. Alicia:    Thank you, thank you. Marylou:    Exciting. So what’s in store? How do you see your role evolving at Predictable Revenue? What kinds of things can you help our clients that are listening to this thinking, wow, I never really considered an outsource or I’ve heard horror stories about it. So first, tell us what’s on the horizon for you and then give us an understanding of the ideal account or client that you can serve and serve predictably. Alicia:    Right, okay. Great questions. In terms of what’s on the horizon for me, actually I don’t know, there’s so much opportunity. With any start up, and  Predictable Revenue is very much a startup even though we’ve been around for few years. There’s now a new arm of the business, it’s like everything’s changed. I’m very spiritual so I tend to not really create a plan. I just go with the flow and I have been clueless of what’s happening around me. I’m excited to be there and I love working with clients so this is really that opportunity for me. I don’t worry too much about the future. I know that Predictable Revenue continues to be successful. I had no idea when I first worked with you guys back in, I want to say 2010, 2011, where we would be today. It’s like kind of you just leap and I’m sure in another four years it’s going to be in a completely different place that we kind of anticipated now. I’m just along for the ride and I’m enjoying every minute. I really love coaching and I love to be able to contribute to the account strategy team  with my experience. I guess I just take it day by day. In terms of our ideal clients, ideally we’re going towards the direction where we want to focus on companies who already have STR team in place of maybe two or three sales development wraps. That’s where we can really augment and help accelerate their business and help them scale very quickly. They may have done some initial testing and prospecting and had some success but haven’t really been able to put that machine in place. We are looking to help them with that. Also, that we don’t want to walk away from the smaller companies who are just now looking to sort of pilot the prospecting arm as well. I would say that we’re never going to walk away from that business so we’ll always have a part of our business reserved for those smaller start ups. Those companies where we actually come in, they may not have even a salesperson in place. It’s really like a CEO and maybe one other person. We come in and create a strategy for them, help show them what’s possible through outbound. Pretty much within three to six months, they would start to hire their sales people and their first prospector so that’s sort of like two different tracks I would say that we can help both clients. Marylou:    Yeah. And the first track where you’re talking about the in place STR team, there had been a lot of conversations that I’ve had with folks that say, “Hey, we tried Predictable Revenue and it didn’t work.” That’s always like okay, define didn’t work. First let’s start there so that we get an understanding of what you’ve experienced. I can say without a shadow of a doubt that leveraging the outreach channel or outbound prospecting, whatever you want to call it, has part of the suite of business development that you’re doing whether it’s inbound, whether you’re doing direct mail. This is just one arm, one lever that you can pull. This is still the only channel that you can right down to the penny you can actually measure the success of it. I think it’s in everyone’s best interest to consider using this channel or at least understanding what this channel can do for you from the standpoint of augmenting, supplementing, in some cases replacing your current prospecting and lead generation efforts. Doing it right takes time. Having someone that can hold your hand through that and show you the different ways that you can generate these sales qualified leads is a blessing. I’m excited about your service and I’m excited that you’re going to be taking these folks under your wing and applying the newest technology because let’s face it, Predictable Revenue, the book itself is five years old now. Some of the focus in there, it still works but some of it is very outdated as you just said. One of the key points was the email engine. You can’t get away with just blasting out mass emails, it just doesn’t work. You have to create compelling content which is what Alicia was talking about. But you also, in creating compelling content, have to understand the story structure of an email and how to get people to sort of lean in to their computers and ask the question, “How do they do that?” Or, “Wow, I didn’t know about that.” That’s what Alicia’s specializes in now is changing the psyche of someone with hands on their hips saying, “Show me,” and actually getting them to like hit the reply button. That’s so great. So Alicia, tell us how we can get a hold of you and connect with you to follow what you’re doing. Alicia:    Wonderful. You can absolutely follow me on LinkedIn, you’re welcome to connect with me, or you could email me directly at alicia@carb.io. Marylou:    Okay. So LinkedIn is Alicia Anderson and carb.io email address is alicia@carb.io. Thank you so much for your time, Alicia. It was great catching up with you and I wish all you the best. It’s exciting what you’re doing. Alicia:     Thank you so much for having me today. Marylou:    Okay.

Episode 23: Teaching Startups How to Write Compelling Web Copy – Joanna Wiebe

Predictable Prospecting
Teaching Startups How to Write Compelling Web Copy
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Many of today’s startups have either time or money, rarely both. That leaves the minimal staff to handle important tasks that are usually completed by a dedicated (educated) team. How does the CEO of a lean startup write compelling sales copy on his own? Joanna Wiebe created Copyhackers to ensure that startups have a place to learn how to communicate with their audience.Joanna Wiebe is the founder of Copy Hackers; an online resource dedicated to teaching startups how to write compelling web copy. Joanna left a position as a corporate copywriter to pursue her love of helping startups. In addition to informational products for startups the site offers certification courses for copywriters. Joanna loves the hunger of startups and is committed to growing her resource into a multi-million dollar business.
 
Joanna-WiebeEpisode Highlights:

  • What were Joanna’s first thoughts about the title of “copywriter”?
  • How did Joanna’s education in Humanities influence her teaching?
  • When should a startup begin considering copy?
  • The emotional “journey” of a/b testing
  • How does Joanna keep her skills sharp?
  • What does Copyhackers future look like?

Resources: CopyHackers CopyHackers for Hire Airstory Contact Joanna with questions and feedback at: joanna@copyhackers.com. Follow Joanna on Twitter Thanks for listening!  (**include Marylou’s contact info, iTunes review link, website, etc.)

Episode Transcript

Marylou: Joanna helps startups and other small businesses write irresistible copy. You need great copy but either can’t afford it or don’t have the time to write it yourself. Joanna is on the program today to give you some help writing your own compelling words. She founded Copy Hackers, a website that educates startups and anyone else to write words that sell products and services. If you don’t have the time to learn, you can find some of the best copywriters on the internet there as well. In this podcast, Joanna reveals why copywriting is one of the most important aspects of sales, the ideal timing and first steps to writing great copy, and tips for AB testing and keeping your skills sharp. I’ve been at Mastermind for few months now. I kind of understand your business model and kind of don’t, so can you tell me where did it all start, were you always focused on the direction you are and what is your main goal? Joanna: Yeah. It’s so big. I’m happy to talk about it. Going way back to four and a half years ago when Copy Hackers came out of nowhere for me and decided it was going to be a business whether I wanted it or not which thankfully I now do want it. For me, I feel, you and I have talked about my aversion to frameworks or my skepticism around frameworks. This is part of it where that comes from. I’ve got major issues, clearly let’s just start with that. I’ve a lot of crap that I need to work through. One of the things that I found in my professional life is that I, this is bad and good, I think that any success that I have had with Copy Hackers in particular, it’s happened in spite of me, honestly. It is something that I feel I have followed a lead rather than led. I haven’t built Copy Hackers, Copy Hackers just decided to build itself around me and I found myself in it managing the building of it which really means just watching it happen in wonder, what are you doing business, how are you building yourself? It’s because of the fact that I fell into copywriting initially. I didn’t intend to do it. I was in law school two months before I became a copywriter. I had this plan, we all have these plans, right. I had this plan, I was going to finish undergrad, went to Japan for a year, came home to do law school, and then I would be a lawyer and when I was in my 30’s I would write a novel or two. In my 40’s, I would stop being a lawyer and go on and be a novelist or something like that. That was the plan. First day of law school is coming at September 6. Its midnight, September 6, just like 12:06, law school starts that morning. I got a call that my Dad had died, that same day. He died, and how do you go to law school now and start this other life. I was kind of thrown off this path with this major event and from there I floundered for a couple months just figuring things out but I’m a very practical person, I couldn’t flounder eternally. I’m not someone who can travel the world because I didn’t have any savings. I couldn’t go wander around. I had student loans to pay off. I had to get into something. There were a couple paths I could take to do something while I took a year away from law school. I deferred my admission instead of dropping out, I just deferred. I’ll come back to it, so I decided to go. I had a friend who was working in a marketing agency and she was like, “We’re looking for a writer so maybe you want to apply for that.” I was like, “I don’t even know what marketing is, what are you talking about? Explain this marketing thing to me.” I legitimately had no idea what it was or how it worked. I was an English major, we were very proud of being far, far removed from like the business side of campus. Marylou: Right. Joanna: We’re in our own little philosophy world, right? The humanities. We don’t care about making a living so I said, “Okay fine, I’ll try this thing.” I applied for it. I got the job to my stunning amazement and so I decided to do this thing. I was a “creative writer” at the agency, that’s what I started as, I should have started as copywriter. That’s what I was doing but I didn’t like the title copywriter. I thought that was boring sounding. I did that and decided not to go back to law school because it just didn’t feel alright, it just wasn’t there. Years later, I found myself still copywriting into it at that point. Huge software company, learning a ton about business and marketing. Social media was just starting up at the time too. I got to lead the Intuit Global Business Division Social Media Team, which was awesome. It really exposed me to all of this stuff and I started to pay attention to Hacker News which is a popular sort of forum. It’s like inbound but it’s for developers that came well before inbound and Growth Hackers came along. I was hanging out there where all these startups hang out. I helped some people out with some copy there. That was turned into case studies and a couple of people on Hacker News said, “Since you can’t help all of us, why don’t you write an ebook to teach copywriting?” I was like okay, sure, I can do that, so I did. I spent about a year writing what turned into a huge book. I sent that out to some data readers and they were all like, “Too long, it is way too long. It’s an ebook.” Ebooks were still pretty new, this was about five years ago, they weren’t everywhere. People are like, “I don’t like reading on my screen. If you’re going to give me an ebook, it has to be a short ebook.” I cut off this big 250 page ebook into four little fifty page books and I discarded some of those pages leaving behind this four books of fifty pages each. I launched that to the Hacker News community, actually. That’s how Copy Hackers launched as a business. I just said, “Hey, I quit.” I had just quit my job and Intuit. I wrote this post and said, “I left my job at Intuit to start a startup for startups.” It took off on Hacker News and the book sold like crazy. I had people like Dharmesh Shah whose HubSpot’s founder buying the book. I was like, “What is happening here?” Suddenly people are paying attention. Cool people that I had only been following forever are emailing me to ask me to like do whatever might be, like all of these cool opportunities are to present themselves to me. These ebooks are selling. I find myself blogging to talk more about the things that I couldn’t cover in those short ebooks. It just kept kind of rolling, this thing kept  rolling and getting bigger. People kept reaching out to me and I kept having cool opportunities. I got to a point in the past, that was about four and a half years ago that that started. About two and a half years past and so the last two years I’ve been like, “Holy crap, what is Copy Hackers? What is this thing? What is it?” That’s part of the problem that I’ve had as someone who’s implemented the sort of lean, startup methodology which is not to say that I did it absolutely right. I probably did some things wrong and that’s led to my current-ish state of confusion around where my business is and what it is because with lean startup, it’s like okay. this is the experiment. That’s all Copy Hackers was, it was an experiment. Let’s put together, do everything for as cheaply as we possibly can. I wrote the books in Word. I went to 99designs to get somebody to design a book cover for me. Cool, I think I paid $700 which I was stunned that I had to pay that much. I was like I can’t do a business if it costs this much money which is very little money in these kind of things. But everything else has been so cheap, I had a WordPress site with like $20 theme installed on it, through commerce which was like basically free so I could sell my books online. Everything was really cheap which is part of the lean startup idea is do things affordably so you can see if it works and then not have lost your shirts when it’s time to pivot or shut down. Because it was lean from the get go, I didn’t have a business plan in place. I didn’t know what the model was. I was like, let’s just see.  Two and a half years after that, it’s like holy crap, I’m seeing but now I’m so deep in it. I’m so caught up in the wave that I can’t find my footing. I had to kind of pause and reset. The last two years have been me trying to do that work of resetting and figuring out what we are but I feel today that I know what Copy Hackers is. Marylou: And? Joanna: But do you? Marylou: So share with us what your definition of Copy Hackers. Joanna: I think, I think, I think. I allow myself to make mistakes. I think that’s been a good thing too. Copy Hackers is and has been since the beginning a place for startups in particular. By that, that really does get to the point of startup marketers is really what it comes down to, to learn how to grow their online businesses. That’s it. A lot of people can say that. We do it with a focus first and foremost on copy. Secondly, which is related to copy, on things that are affordable and achievable. Because you’re a startup, you’re doing a lot of stuff yourself. You don’t have a lot of money. You also don’t have a lot of time, that’s tough. But you have to have one or the other. You can’t have no time and no money. I can’t help you if that’s your situation. You have to have one or the other and we can help you in both cases. If Copy Hackers is a place where startups go to learn how to grow their businesses affordably and by achievable means, so things that you can actually do. How do we do that? We do that with a lot of free content, a lot of it. Basically, 90% of our time is spent on producing “content” but content process is bigger than that terrible word content. It’s about the real stuff, like not a list of six ways to write a headline which you could find actually, probably a million of those posts online, but rather things you haven’t thought about before, a test that we’ve been running to see. Are those six ways that people have been teaching you, are those actually right, are they legit, let’s test them and see it will tell you what we learn. That’s the core of the Copy Hackers business. But how do we make money, well we have courses where we teach people, startups in particular, how to write copy that will help them grow their businesses. That’s what our business is. Marylou: A lot of times when you’re in a startup environment and you mention the lean protocol that you follow, it’s the minimum viable product. A lot of times, the CEO founder is the one who’s writing the copy to start. Joanna: Yeah. Marylou: I know you mentioned before you have a background in humanities? Joanna: Yes. Marylou: How much does that play in the way you teach what I will call right now none writers? Joanna: Oh, it’s definitely a really good question. It’s hard to say because the humanities are like part of my DNA. I didn’t go into the humanities to learn about that kind of stuff. I went in there because it was a natural fit, because it felt like it was drawing me there, philosophy. I want to talk about things. I want to explore. I don’t want to spend my time putting together widgets, as much I love building things. I was a Lego enthusiast until my teen years, like embarrassingly long time. I love building things but I also love the thinking part of things. The critical thinking. How does that play in, I don’t know. I have a lot of thoughts waiting through my head right now about it. It’s hard for me to say oh, it’s because my humanities background that I want to teach or that I teach in this certain way. I don’t know, I think I’ve always also wanted to be a teacher. That was what I wanted to do when I was a little girl. I plan architect and teacher, those are the two things I wanted which couldn’t actually happen together, sadly. I wanted to be that. I went and taught in Japan for a year. My dad was a teacher. I feel like I’ve always really respected teaching as well as learning. I loved being a student, I loved the teachers that really made me think and didn’t accept my okay work, where they would like punish me for doing poor or decent work. I love that movie Whiplash where some character says that the worst thing you can say to somebody is good job. I feel that resonates with me. I don’t want to hear that, I don’t want to say it. I want to be a part of growing cool people, things, and businesses that push harder, that try a hell of a lot of harder than anything you’ve seen before to really push for that excellence, to not look for shortcuts. That’s actually where I have a hard time teaching is because I want to get into the thinly side of stuff because you need to think about what you’re working on. Of course before you think, you need to read. Read first then think, then act. It’s hard for me when people want a checklist. They want a shortcut to do X, Y or Z. I think that there are good checklists and shortcuts and I think they’re very good frameworks too. Don’t get me wrong with frameworks but it is not the same thing for me as sitting and talking through an idea at length. I think that’s kind of tension around having a humanities background and then trying to teach especially honestly to teach people in business which is a different group of people entirely. Marylou: Specifically in startup because it’s almost a duality, right? Because in English, my daughter brings home papers and she’s organizing over paragraphs for hours and hours and hours. In startup world, it’s the minimum viable, get it up now and we’ll test it and improve it. How do you marry that art, and love, and just beauty of writing with needing to deliver a response so that you can get sales for a startup? Joanna: I think that’s interesting. They’re probably close, there’s probably something there, some great overlap. I do think that of the things that make me who I am, this goes back to how I feel like I’ve been led down a path and I have been smart enough to just quietly follow that path for a while. We’ll see what comes of it. It leaves me in alert because I don’t know what’s next all of the time and that’s hard for me as a planner. Growing up, we had very little money, very little. I’ve heard people talk about the very little, I don’t mean to compare anything. My stepmother talked about we didn’t have much. She had pictures of beautiful dolls she had growing up. I was like you don’t know what not much is. We were raised with very little and my stepmother came along much later in my life, that’s why she didn’t quite get a picture of where we were before my Dad went back to school and became a teacher. Of course, those very difficult years while he went back to school and we found ourselves hungry a lot to his huge dismay, right? He was a provider. There was a lot of not having money for anything. The things that I look now at my two step sons and they gets to have a lot of things, we feel detached from that world we came from where you didn’t have anything. The things that you didn’t have are embarrassing to even think about. Marylou: Or sometimes you don’t know what you don’t have either too, right? Joanna: Sometimes you absolutely do. You know you don’t have lunch today, right? Marylou: Right. Joanna: You know you’ll probably have lunch tomorrow. I would never change myself, that definitely made me who I was, who I am. It did give me a hunger like nothing else, like a hunger to make sure that I’m always going to be providing for myself and my family. That I’ll have my education earlier on in life so that should I have children or in this case step children, I won’t have to go back to school at that point. All of those things, even though it was extremely brave of my dad to do that. All of that stuff gives you this hunger and in turn that hunger goes everywhere in my life. I’m not a raging capitalist by any stretch of the imagination but I do like making money. I like seeing businesses make money, I like being responsible for businesses doubling the revenue. For a business having a product launch that has three Xs or five Xs and knowing that I was critical to making that happen. For me, that part of my life comes out in business. That’s what makes me hungry as a marketer. I salivate at the idea of running an AB test where we really try to grow revenue or really try to get an X wonderful results working our ass off to make that happen and then seeing in the data either that you did and wow would you actually did something very cool. You kept people employed at this organization that’s your helping out or maybe you matched the people like customers with the product that they need for their lives to be better, or you find out that you lost and that AB test didn’t work and now you get hungry all over again to make sure that never happens again. Where from now on, I refuse to let me and myself have a losing AB test which is impossible, right? But it will keep you hungry, it’s different from the humanity side. If I was raised in a wealthy environment, I might have gone on to do an English Degree and maybe stay in that world and get a PHD in philosophy but that wasn’t the plan for me. I think that the humanity is something different from what I have here. The arts of writing is not something that I think about very often when I’m writing copy. I don’t think, oh William Boughner would be so pleased that I wrote this line of copy. He’s more like really? Did you just do that? But that’s okay because I’m in a different world. This isn’t a world of arts, necessarily. Not that there’s no place for it but for me copy writing is just separate from that other writing that I still love but I keep separate. Marylou: That’s music to the ears of the startups because they don’t have necessarily the staff, the time, where with all the knowledge, the comfort. It’s very scary to try to write an email sequence or to create a landing page because you just also have this imaginary quill behind your ear. Joanna: Yeah, it’s true. Marylou: You know. Joanna: Sadly. It’s hard because I know that. I’ve talked to a lot of startups, thankfully. Along the way, it’s clear that if they’re going to put their time into anything and I get it as somebody who is growing her own business, any time you spend on anything has to have a great return. You can’t keep guessing. Large organizations that are making a lot of money let’s say, or that have a big staff probably because they’re making a lot of money, they get to hire people that have earning positions of luxury a lot where they can say, “Well, what we are going to test today?” We’ll see what learning we get out of it. I believe in testing to learn because that learning will help you grow. I don’t necessarily test to win although I am driven to win. I think the biggest win is the learning that will help us have more wins down the road. That’s a bit of a luxury. For me to say that, “Thank you Joanna, but I don’t actually have any time to sit here and do a test to learn and to see what happens next. I don’t have time to as you say to write a drip sequence that isn’t going to perform, because if that takes me four hours to do,” which is actually really fast to write a trip campaign. But that’s really, that’s a lot of time for the average startup founder, or co-founder, or one of the first hires and they’re, they just don’t have time so they have to work on, they have to make sure that the thing that they’re working on does bear fruit. Like you say, they can’t have that quill behind their ear though. As soon as you look at something and say oh, this is a writing exercise. You’re probably wrong in the business world. It’s not a “writing exercise” so you probably need a better word than writing for things that are related to writing for business but we’ll never get a better word than that. Marylou:   Indeed. Yeah, definitely. Why startup versus corporate world? Joanna : Cause I love startups. I love the hunger. I think that’s what it comes back to. You do crazy stuff that would get absolutely kiboshed in a large corporation. I was that into it. I know what a big business looks like, even though Intuit has, they talk about lean startups internally and they have groups of people that try to act like startups, so think like a startup, that kind of philosophy. It’s very different to be in startup, where, especially bootstrap startups. A funded startup has a little bit more wiggle room than a boot-strap. Startup funded, you can hire that first marketer to come in and write stuff for you and then you just do reviews which is extremely problematic, which we can talk about absolutely. When I work with startups, so many of the ones I’ve work with have been self funded. Then maybe they get funding later and most of them don’t end up needing to use that money thankfully because they’ve grown their business to a state and they have good revenue. Seeing the crazy stuff, I have never worked with AirBNB, but knowing what they did, it was one of many startups obviously that has done a lot of cool stuff early on. Knowing that they had to go to like conferences and sell, I think they’re the ones that did the cereal. It was either them or Dropbox. I think it was AirBNB that went to a conference and sold boxes of cereal or something. Anyway, that’s a crazy shit, that’s like stuff that nobody does unless you really passionately believe in the thing that you are trying to get out there. And then, you’ll do just like your own child. You’ll do crazy stuff to make it work and that’s what I love about start-ups. It’s just how willing they are to go and do the crazy thing. The hard thing like getting on the phone and talking to ex customers, people who stop using your product, persuading them to get on the phone with you without inserting them even, Finding a way to persuade them to go with the phone with you and tell you what was wrong with the product. What didn’t do for you that you thought it will do? This is a thing that in a large corporation, I have found at least, that’s rarely the thing that the person who should be asking those questions does. It’s hard for a marketing manager, senior marketing manager, a C level or VP absolutely to get on the phone with an ex customer and really listen to them and ask them questions and then do something with that. But startups do that every day, all day, all the time. Who doesn’t love that? I love it. Marylou: Now, they love community which means they probably would love to see your face in some of their meetings. Are you taking clients? Do you do client work like that anymore? Joanna: I have a client. Right now it’s a Rain Maker by Copy Blogger and that’s purely, I guess Copy Blogger’s now called Rain Maker but I always follow them as Copy Blogger so it will be hard for me to ever change that, but I’ll try. Brian Clark has become a great friend over the past few years which blows the mind of Joanna Circa 2009. She’s like, “What are you doing talking to Brian Clark on the phone right now?” Brian has become the cool, I’ll call my friend, I hope he’s not like, “What? We’re friends?” I don’t think he would be surprised. He had this thing that he wanted to work on with me. I was like, “Cool, let’s do that.” In that case, I work with clients. But otherwise, we do this thing at Copy Hackers where, because I always want to stay sharp. I don’t ever want to become somebody who teaches about what happened ten years ago, not that it’s not relevant but you can still teach about that but make sure you’re talking about how does that applies today, if at all. I need to stay sharp. To do that, we actually have this program at Copy Hackers it’s called research partners. Our research partners are businesses that we work with 100% for free. We don’t want to get paid. Part of the idea there is that we just want to be allowed to work with organizations that have a culture of experimentation, that have a growing brand which will usually mean enough traffic to test, to run an AB-test to confidence and who are willing to do whatever we want. By that, I mean if we’re going to run an experiment, sometimes we are going to test something really unusual, right? If you were my client and paying me, I’d have to have a big discussion with you about why we want to test a Johnson box on the home page. And you’ll be like “No, no, no, we’re not doing that.” I’d have to have a really good reason. I would expect to have really good reason outside of, “Well, you signed up to be a research partner and we believe it could work for you based on this, this, and this. Let’s go ahead and test it.” Our client is allowed to have different exit. That’s not to say that we test wild stuff that is going to hurt our business. Our goal is always to get a fantastic result for our research partners so that we can go tell people, “Hey, we just got X lift for Buffer and we just did this cool campaign for Wistia because that’s great content that gets shared, that helps people do better things at their business. It makes our life easier because now they’re coming to our site. They’re attending our webinars. They’re doing things to learn more from us which of course in turn leads to more course sales. I don’t do client work but I do research partner experiments. Marylou: If you’re not of the taint of heart variety, you’re not willing to go down that path. What’s the natural course? If I’m a startup and I hear about you, what’s the next best thing that I should do? Joanna: We do “train” copywriters too. We do have a really good network of copywriters that are able to take on work. Of course, a great copywriter, once the work gets out, is extremely hard to keep. To get in front of that copy writer, to get that copy writer to come work for you. Everybody listening, if you find a great copywriter, do not let him or her go. Stay on her calendar, make sure that you’re always like, if that might mean being on retainer just to have access to that person because it’s so hard to find a great one. And when you do, oh my gosh. If copywriting is your online sales person which I firmly believe that it is, and it’s a really affordable sales person too that can do tons of work, doesn’t need time off, doesn’t have weird stuff going on personally, it can constantly bring in money for you. Don’t let a great copywriter go. We have Copy Hackers for hire. It’s a place where we send most people who are looking to get help with let’s say more of a one off project or something like I want to redo my drip campaign and get more sales. Go to Copy Hackers for hire and find an email copy writer on that site. And then if you want something more like we’re redoing our entire site beginning to end including in app messages or whatever might be. Something bigger, then it’s good to just reach out directly to me and I can do my best to match you with somebody who can actually help make that project a big success because there’s so much on the line. Marylou: So not only are you helping the startup company but it sounds like you’ve got an ecosystem in place for copy writers as well. Can you tell us more about that? Joanna: Yeah, sure. Absolutely. We do. I don’t like saying no to things and that has a lot to do with this hunger that I had growing up. The idea of turning away a great opportunity for a great copywriter. I know that there are great copywriters out there and I know that they don’t always have the same access to great perspective clients as I may have. We’re very fortunate at Copy Hackers to get some nice people that want to work with us and pay us good money and have great stuff happen. We’re lucky to be in that position, we don’t take on client work anymore outside of very, very few cases. Why shouldn’t we, we want to help those business get great copy and we want those copywriters to be able to keep running their business and put in food on the  table and make life great for themselves. Let’s connect the two. That’s what we do. We’ve been doing it for a long time but we more recently kind of turned that into a real thing with Copy Hackers for hire. Marylou: Yeah and amped it up for certification and then a lot of educational. I was talking to one of my partners the other day who said pretty soon colleges are going to be challenged by places like what you’re doing because you are certifying people for writing, they’re getting great jobs, they have a long tenure. Joanna: It’s happening fast, too. Marylou: Yes. Joanna: I agree. Obviously you to me is a good example of a place to go and learn a lot of stuff but then there are these other pockets of people that are maybe subject matter experts. Like you say, moving people into certification paths so they absolutely haven’t just finished a course which they could have watched passively like, or listen to while they’re reading blogs but actually have to take exams at the end. The really good thing about these online courses is the very fact that it can happen super fast. Instead of having to wait and apply to get into a university just to take one course that you want to take in your third year which is the most exciting one, you can just go take that right now from people who are actually doing it for a living. I think that the future of education, it’s interesting. Future of everything is interesting. Absolutely. Marylou: A lot of this is going back to, you talked about being a lawyer back in the golden days. You used to be an apprentice with the lawyer. There was no law school. You would go apprentice. You would learn the trade. This is aligned with that, so it feels right. I know from looking at your certification courses, they are not easy. Joanna: I’m not an easy marker. Marylou: There is a lot of red pen going around, right? Joanna: Yes, sadly. Sorry to everybody who strive but no, but in the end yeah you do end up. I think people who pass certification feel like they’ve definitely earned it. And I feel very good about recommending clients their way. It is an interesting point that it hasn’t always been focused on formal education. Is it industrial? When did it started? I had a friend when I was temporarily doing my masters in English before I switched to communications and technology for my masters. He was doing his masters in English on books about Doctors in the 1700. He would talk about the fact that to be a physician was like frowned upon, oh you’re just a doctor? According to some of the stuff that he’s been reading. It’s not what it is today. It didn’t have all the training that it has today. It was passed down and like you say you apprentice under somebody. But now, today, there’s so much to do to make that your career. Anyway, it’s an interesting thought on education. Marylou: Yeah, definitely. Let me ask you a couple more questions. First one is if you could just paint the picture of the perfect Copy Hackers business, what do you see on the horizon for you? Joanna: I see. I do see this in the next two years, by the end of the next two years. Much of it by at the end this year, God willing. I see a multimillion dollar education business that’s well respected as a place for businesses to learn about communication with their audience. Coming out of that as something that works side by side with the Copy Hackers business is a tool, a platform to help people in business write better. We teach people how to write at Copy Hackers and then we have a solution called Air Story which will exist to help those teams at businesses writes better together. Marylou: Perfect. One more question and it’s about your ideal student, really. I’m a startup company, I have my idea, when do I start thinking about Joanna and her offering? Joanna: Stop always thinking of me. Marylou: Early on as I’m designing my product? Or do I think about it? I don’t like the word stage because that’s not the right word. But at what point in the design cycle do I start thinking about what you have to offer? Joanna: Early, I would say. I think most people would say that think about it early but I say it because if you’re building out your startup idea, chances are extremely good and I hope and pray that this is true for you that you are researching, you’re setting up interviews with people that you want to build a solution for, you’re following jobs on methodology to get down to like okay give me the documentary view of a day in the life of you trying to do X job. I’m kind of zooming in on those different parts of their day to find that pain that you can solve. You’re doing these interviews early on. You’re doing a lot of research, different kinds of research early on. You’re doing that in order to find the idea and figure out how to make it work. All of that stuff that you are doing is great for copy. Everything, all those interviews, if you sit there and you’re on the phone interviewing, let’s say I go back to the idea of Air Story because we did we followed jobs to be done to come up with the idea for Air story. We had these interviews that we were doing with writers, with editors, with literary agents, with writing teams, VP of content, that kind of thing, people who are hands on and more hands off and just like overseeing it. Tons of people that we spoke with all to get to this idea that there was a problem to be solved about how one assembles ideas into a written document. How do you do that? That’s the pain. There’s all this other stuff. We found this to be an opportunity. If we had just walked away from that, from those interviews and gone on and built the product and then gone on sat down to write the marketing materials for that product, we would be starting all over again to write those marketing materials. But when you think about the fact that in those interviews with those writers, editors, and agents and team, people were saying all of these great stuff. We recorded all of those interviews and then we’re able to go play those recordings, transcribe them, pick out the interesting messages that people were saying, and then use those messages to shape the copy that is on our site today. I don’t believe that a copywriter’s job is to write copy or that a startup founder who is working on his or her own copy, that their job is to write copy. It’s not, the best thing that you can do as a copywriter is to be a great listener and copy editor. If you are starting early on, and interviewing people coming up with that idea, listen well, come up with the idea, record those conversations as you do and then transcribe those, pull out the sticky messages from there, pull out those interesting things. All of that gets placed on your pages and in your emails. It would just be a huge tragedy if you didn’t think of that stuff right out of the gate because you would miss out on all of this extremely valuable copy. Marylou: There are courses on entrepreneurship in colleges and universities all through the US and probably Canada as well. Are they teaching students the value that you add? Joanna: No, just kidding. I don’t know. I haven’t been to school in—seven years ago I think I got my masters. I wish, I think some of the great ones absolutely are. I’m sure there are pockets of people. I know that the University of Iowa, which is a great writer school as any writer knows, they now have a copywriting course or two. I don’t know. I think it’s at the masters level. I was interviewed for that copy writing class last year and then I’m going back I think in two weeks to do it again. They’re teaching copywriting but there’s so many pieces and all of these pieces overlap. People who were talking about entrepreneurship and lean startups should be talking to the guys in economics. We should all be talking to the guys in journalism which is of course not a lot of people are signing up for that anymore. But all of these groups we talk together because we’re all going to be critically intertwined with each other when it comes time to actually go out and do great stuff for business. They might be teaching it in pockets but I don’t know, I haven’t seen evidence after teaching it as like this integrated system of business genius as we call it. Marylou: Yes, a copy writing curriculum. Joanna: Have you seen any evidence of that? Marylou: No, I’m in Iowa. I was actually notified by the University of Northern Iowa. They have an entrepreneurship program. They had heard about the work that I’m doing but it’s too late. You already have to have your products ready to go, you have to have your markets defined. What you’re talking about is getting them at the incubation level or even when they’re ideally when they’re in school. Joanna: Yes. Marylou: Having this curriculum throughout the schools systems and universities, it’s almost as if I tell my kids no one’s taught you guys to do time management. Joanna: Yes, true. Marylou: You come out of school, you don’t know how to manage your time. This is the same thing. It’s a core of how we communicate, why change, why now, and why buy our product. Joanna: Yeah. I mean there’s so much that we don’t learn in school. I guess it’s because maybe it was a felt niche previously but is it, is it today? No. Not at all, right? Marylou: Not at all. Joanna: Maybe it will catch up and if they don’t, they’ll be replaced by online businesses that are teaching the stuff. Marylou: Yeah or maybe you have a piece of your business that goes out and seeks out that before they get into the incubation process. Joanna: Yeah that’s true. Marylou, you always make me think about the things that I should be doing differently. Oh no, now I have more work to do. Marylou: Well as we close, is there anything else that you would like to share other than of course we to know how to go copyhackers.com to learn all this wonderful material that you’re constantly providing. Anything else that you would like to leave us with? Joanna: Well, that’s the thing. We are definitely focused on making Copy Hackers a great resource for people. That’s the place to go. Of course I’d love to hear what people want more of, what I didn’t hit the mark with, things like that by email. I’m joanna@copyhackers.com. I’m happy, completely happy, more than happy to hear from people about what they’re looking for, what their challenges are, if there’s any way I can help or connect them to people who can help. That is what I love doing. Marylou: Thank you so much for your time, we really appreciate it. Joanna: Thanks, Marylou.

Episode 22: Building Skillset and Education in an Ever-changing Market – Jake Spear

Predictable Prospecting
Episode 22: Building Skillset and Education in an Ever-changing Market - Jake Spear
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 For the 21st century professional, an insatiable desire to learn is crucial for staying afloat in an ever-changing market. The face of sales and marketing has seen big changes due to technology, but the constant introduction of new apps and tools can make some sales teams feel overwhelmed by the sheer mass of new information. So how do you build your skillset and education without getting lost? Companies like Sales Hacker Inc. make it easy for sales reps and developers to learn about and take advantage of these tools and techniques by hosting conferences, facilitating workshops, and compiling information for companies big and small. Jake Spear is a leading sales executive with Sales Hacker Inc. After beginning his career as a management trainee for a semi-trailer leasing company, Jake Spear used his skills in cold calling and prospecting to move into tech sales and bring his experiences to Sales Hacker’s conferences and consulting.
 
jake_spearEpisode Highlights:

  • Jake Spear’s sales journey
  • Importance of continuing your education
  • Putting the right person in the right sales role
  • Know your audience: non-tech vs tech sales
  • Sales Hacker June 2016 and November 2016 conferences

Resources: Sales Hacker Read Sales Hacker Blog Posts & Educational Resources Request to join the Sales Hacker Linkedin Group Contact Jake Spear: jake@saleshacker.com Podcast Listener Discount Code

Episode Transcript

 Marylou: If you’re feeling the pressure to keep up with new tools and apps in the sales world, this episode is for you. Our guest, Jake, is a sales executive for Sales Hacker. He’s a great resource to help you keep up with the craft and avoid detrimental overwhelm and he’ll be sharing some awesome ways to keep yourself educated and in the sales game.In this podcast, Jake reveals the crucial importance of continuing your sales education, tips for knowing your audience both in and out of the tech world, information on the upcoming sales hacker conference. We’re gathered here to talk about your role and what you’re doing now. Also, those listening to the podcast are going to be people who might be struggling with prospecting or they may want to pick up some additional tools and ideas and experiences that you’ve had that you might want to share with the audience. Tell us about your path to what you’re doing now and lessons learned and a couple of tidbits to take away so that people can start activating right away as the result of our call. Jake: Yeah. My path was when I first got out of college. Marylou: Yeah. Jake: I went to work for a company as a management trainee in the semi-trailer leasing business. Marylou: Okay. Jake: Nothing tech related at all but a big portion of my job was prospecting. They were very old school so it was just pick up the phone, make a little email, just cold calling right and left, trying to get transportation managers on the phone. That company ended up getting sold so I had to move on but I realized when I started looking for a job after that, the tech world specifically but more industries are catching up to it, really specializes in just prospecting. I didn’t know that was a thing until I found a company called Velocify in El Segundo and they hired me on as one of their BDRs to do prospecting. I thought, “Well this is perfect, I was just doing this. I didn’t know you could specialize in this role.” Because before my role is sort of a hybrid of a lot of different things. Marylou: Right. Jake: That’s how I got into being a BDR there. I loved it. I thought the challenge of trying to get people not only to get on a demo but just to get on a call with you was sort of exhilarating. When I was there, one of the main ways that I utilized my community to prospect was through the Sales Hacker LinkedIn group. That’s how I got involved here. I loved what they were doing, what they were saying. I learned a lot from them. I didn’t just use them for prospecting. I learned how to prospect from other people, what tools were good to use. When they were looking for someone to run sponsorships for them it just seemed like a logical place for me to be since I believed in what we’re doing here. Marylou: That’s awesome. I had a conversation with Max this morning so I ask specifically what portions of the pipeline do you specialize with training and dissemination of information and he’s like, “The full gamut,” which is great. I just focus on that little pie sales process from cold conversation to qualified opportunity which is a subject like Predictable Revenue. I have never strayed from that for the last 25 years. That’s what I’ve been doing. It was really refreshing to hear that anyone who has an inkling of wanting to get into the sales profession can go to this resource that has pretty much all the sales roles figured with educational material so they could first of all decide where am I best suited. One of the issues that I see a lot, granted I’m not skills training, I’m sales process, but one of the issues that I see a lot is that we got the wrong person in the role of a business developer. They maybe should be someone who manages the account after it’s sold and then grows that account through cross-selling or up-selling, I’m sure those terms are pretty familiar to our audience. Jake: Sure. Marylou: There’s the whole account executive role which to me is like you’re engaged now and you’re trying to get married. Where I am most comfortable is I’m in the dating mode, so I’m trying to get people to notice me, to see how wonderful I am and also to go to the first part of the path with me towards becoming a client. That was really refreshing. That’s a lot to cover. Jake: It is a lot to cover but it’s definitely necessary. When I was using it as a BDR, I had the goals and aspirations to become an account executive and sometime in the future maybe a VP of Sales or something like that. I read that information not that was pertaining to just my role but to the roles that I wanted to be in. They say you should dress for the job you want, not the job you’re in. To me, that was the same kind of situation, I should learn about the job that I wanted to be in and not just the job I’m in, and the skills. Marylou: That’s great. When did Sales Hacker start publishing? Jake: A few years ago. It started with just some meet-ups around San Francisco bay area and as it grew in popularity, people were coming to those, it became a blog, it became webinars, and it became events where we are today. Marylou: I have personally read at least 200 of your blog posts it seems like, because there’s always information. People like me who have been doing this for a long time, you’re constantly learning. I think one of the things that I want our audience to really understand is that we’re never finished with our learnings. Jake: Definitely. Marylou: Especially now, when I was talking to Max, the tools that are out there for sales are just so ubiquitous that it’s kind of like wow. Jake: Yeah. It’s overwhelming. Sales is moving so fast and technology is trying to keep up with any way it can. There’s new product every day. It changes the game. Marylou: It changes the game but then there’s products that overlap and this whole concept of the actual sales stack, that terminology I think wasn’t even in existence a couple years ago. Jake: No, definitely not. Marylou: What tools can you use together to start conversation, to get them through the top of the pipeline towards an opportunity and then get them to close one hopefully, and then from there get them serviced and success, keeping the lifetime value. Jake: Exactly. Marylou: There’s tools for all that now. Jake: There are tools for all of that. Marylou: Yeah. Jake: You can all do either one piece, or multiple pieces, they overlap as you said. Marylou: It’s almost like you need to have a constant advisory as to which tools work best with others. An organization like yours that talks about the latest technological breakthroughs or tools and then also shares experiences of what people have done and which tools they’ve used, I think it’s just fabulous. I love that. Jake: That’s the goal of all of our events. We named our event Sales Stack, not the one in June with Salesforce but the November one that we’re going to be doing annually is Sales Stack for that very reason. We want people, sales leaders, who don’t know what piece of their sales pipeline is missing, we want them to come and fill up, build their own sales stack right there on our marketplace. Marylou: Tell us about the events that are coming up and also who would be best served by attending these events. You mentioned there’s a June event, and you mentioned there’s another one in November, you said? Jake: In November. Marylou: November. Tell us about the June event first. Who’s the ideal person to go to that event? Jake: The June event is going to be called Sales Machine 2016. It’s the first ever of its concept that we’ve done and that’s because we’re co-hosting it with Sales Force. That’s a big deal for us. The event is going to be highly focused on the enterprise. We’re looking at targeting companies that have a thousand plus total employees. Those are the kinds of companies that are going to get the most value out of attending this kind of conference. What we’ve seen in the sort of trend of sales is that we talk to a lot of tech people every day because that’s the sort of the space that we’re in but the same problems are plaguing every sales team around the country. It’s not just tech people that need to add to their sales technology stack or their sales processes, it’s everyone. We’re going to be covering a wide variety of industries. It’s going to be focused on not just sales technology but just sales process using general, how to best on board train your reps, how to hire the best reps, top of the line funnel management with your BDRs or SDRs and all the way through closing an account management. It’s covering the whole process, not just technology but also managing that team. Marylou: Wow, what I call sales skill, sales management, sales process, all of those items are going to be covered. Are you having workshops? What is the format of that event? Jake: Yeah. We are. We’re going to have a couple of workshops the day before. The event will be June 15th and 16th. The workshops will be on the 14th. It’ll be in New York. The workshops will be a little bit more intimate, with a smaller group of people, maybe 30 or 40 with one person leading the session. Then at the actual event we will have some massive keynote speakers like Arianna Huffington, or Billy Bean, the guy from Money Ball. Marylou: Wow. Jake: And then we’re going to intersperse that with some panels. We find it’s best at our events when we have a specific topic led by a moderator and a few other folks who are experts in that space each share their ideas. That way, we get more ideas all at once as opposed to just one person speaking at a time. A lot of them will be panels. Marylou: Perfect. Just so the listeners know, there will be some notes in the show notes for this podcast that will be codes if you want to go to the event that Max has agreed to a discount code for you, for attendees. Jake: Awesome. Marylou: Check out the show notes for this podcast and you’ll see what the code is in order to be able to attend the event. Tell us now about the November one. How does that differ from the one in June? Jake: Yeah, so the November one is going to be a little more focused on the sales technology stack that we we’re talking about before. It’s not as broad, it’s a little bit more on how do we build this technology stack to automate the current process within our teams and how do we implement it all together because I think as we’ve talked about before, actually on our last call, sales ops has a lot of responsibility already and integrating all the new apps together is just another thing to lay on their plates. Marylou: For those old timers like me, it reminds me of when we went from 1999 to 2000, we had the 2000 date thing we had to all worry about. I’m sure it’s before your time. Jake: I still remember. Marylou: I was an IT at the time, consulting, mostly doing conversions. It was a nightmare but it’s not that bad but it does, for someone like me who’s been through nothing, there was no CRM, there was no internet when I started working in this industry and then going into now where there’s so many tools, it’s just mind-boggling, it’s daunting. Jake: It is daunting. Marylou: The fact that you guys are going to cover the entire pipeline and beyond I think it’s just fabulous. I love that. Good. Someone who would want to go to that event would be a sales ops or teams that are involved in integrating the different types of tools into their architecture. Jake: Sure, I mean there’s definitely some overlap too with the June event. Sales leaders are going to be showing up at both. We’re going to see a pretty decent size of enterprise groups there as well. That event will also be helpful to smaller companies as well, startups, in market companies that are looking to build out their stack, that’s a very good resource for them too. It’s sort of more of a catch on in terms of company size. Marylou: Okay, great. Before we depart, I want you to tell me about your journey. You mentioned about the fact that you worked for a non-tech startup community, what got you interested in the technology company itself? Is that in your mind different? Do you sell differently when you’re in a tech company versus when you’re in transportation company or is it you can apply the principles across? A lot of times, we’re all coming from, a lot of us, a technology background but people who are lawyers, professional service companies, accountants, brokers, real estate people, can’t they all get a baseline understanding and a knowledge that can help them in their business since you went from a non-tech to a tech? Can you share what that experience was like for you? Jake: I think the absolute most important thing that I’ve learned so far in the world of sales is to know your audience. Marylou: Okay. Jake: A lot of these same best practices and tools sort of overlap with different industries. We were a pretty old school company that I used to work for so we weren’t using those tools. We didn’t even have a CRM. It was very minuscule in terms of the technology we were using but that technology overlapped. Definitely we could have made use of a lot of those types of things that are available today. But knowing your audience is still key. I was talking to, as I mentioned before, transportation managers back then but now I’m talking to sales leaders and marketing leaders within the tech world. You need to approach them differently. Obviously, the technology—I can still prospect with a tool like SalesLoft or Type Desk or something like that to both industries but once I actually apply my messaging or talk to someone on the phone, it’s a very different feel and a very different approach that I need to take based on not only who I’m speaking with individually but the type of company, the industry they’re in. All that I figured out matters a lot specifically going from, as you said, non-tech to tech. It was a different outreach process, the language and lingo was different. I had to portray myself in a different way then as I do now. It really opened my eyes to the fact that each person should be approached in a meaningful personal way, to the point where you’re not just giving the same spiel to every person you talk to and hoping that it sticks. Marylou: Right. Jake: It really has to be targeted to that person and demographic. Marylou: I hit you hit the nail in the head. The technology allows us to leverage systems, and leverage probably some research components. But when it comes down to having that conversation, you cannot throw people into a mass bucket and speak to them all the same way, you’ve got to set some context around what is different about this person because they get bombarded too with people who are doing it in the lazy way. Sales people have sort of a right or wrong, they can get lazy especially when they’re looking at these high tech tools that can really streamline their workflow. At the end of the day, it’s still a person to person communication. Jake: That’s exactly right. Marylou: You may be able to cut through. In the olden days, we used to use predictive dialing which used to dial thousands of numbers until someone says hello which meant you didn’t have to dial everybody, you just get the people who were on the other end of the line. But still even then, if you didn’t have something impactful or value to say to that person, it’s a wasted call. Jake: Exactly. Marylou: It’s the same thing with the email systems and all these other things. You have to be able to get on that phone and say the reason why I’m calling is. John Barrows, I talked to him this afternoon, he’s a Sales Force trainer, consultant. Jake: Yeah, I love John. He speaks at some of the events that we run. He says some valuable things for sure. Marylou: Yeah, and he’s the one who said that—he quoted somebody else so I’m quoting a third removed about context over content and he also talked about the fact that at the end of the day, it’s still a person. What I do is I create that superhighway that allows you to put more stuff through it but the stuff has to be quality. You cannot have the quality going down that pipeline. I’m really happy that this community is where it is and it’s growing and it’s starting to infiltrate into the enterprise because technology companies, because they are technology companies, embrace technology a lot faster and are more willing to pivot if, “Well, this stack didn’t work so let’s move to this stack.” There’s a lot of iteration, it’s in the DNA of the company in a lot of ways that you’re going to be able to iterate, improve the whole lean model. But when you get to the larger enterprise and go upstream, you’ve got more bodies to worry about, they all have opinions and sometimes it takes a little bit longer to get the message in that, “Hey, technology can help us do this better, faster, cheaper and with more quality.” Jake: Exactly. Marylou: I’m very happy that you guys are out there helping people kind of open their eyes that the stacks are going to be different depending on who your audience is, that it’s first, your audience. Who are you selling to, and they need to know why you, why change, why now, why you, basically. Once you get through that, then we can leverage technology to do more of the quality sale. Jake: Exactly. Marylou: Let me get the dates right for people, for them listening. There’s a June date and then there’s a November date and I think we’ll have that in the show notes, the June date information. If they want to get a hold of you, Jake, to find out more, what’s the best way that people can contact you? Jake: I’d say jake@saleshacker.com. Marylou: Okay, jake@saleshacker.com and you respond right away with quality. Jake: I’ll respond within 30 seconds to a minute. It comes through my phone email, it comes through my computer email, it comes from all over the place. Marylou: I encourage you listening to this podcast, if you think about that, “Wow, we could be more efficient, we could be more effective.” Or you to just learn what’s out there. Because for marketing, there are now transit maps of all the tools that are available for marketing people. If you’re doing a certain type of campaign, the entry point, what tool. I haven’t seen one yet for sales. Actually connecting with Sales Hacker and what they are doing, you’ll get a really great idea of at least where to begin. You may not have the recipe tweaked exactly the way you want it but you’ll at least have the foundational elements that can get you further along than if you didn’t review them or follow what they have. I would read their blog. It’s just pretty amazing. The guest blogging on that thing is incredible. Jake: We really appreciate that. I read it every day too. I’m still learning as you said, we’re all still learning. Marylou: We’re all still learning and I think we’ll all continue. Things are changing so rapidly now. Whoever’s listening to this, shame on you if you’re not learning every day. Thank you so much Jake, really appreciate your time. Again, jake@sakeshacker.com is where you go. Jake: Thanks for having me. Marylou: Thank you.

Episode 21: Advancing Sales Process from Lead Generation – Brad Williams

Predictable Prospecting
Advancing Sales Process from Lead Generation
00:00 / 00:00
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Advancing the sales process from lead generation until the deal is closed is full of potential hiccups and nuances that many reps struggle to master. Our guest today has over thirty years of experience with qualifying and moving prospects all the way down the pipeline.   Brad Williams is the President of Doextra CRM Solutions, a partner company to Sales Force, that helps businesses implement software and technology to improve the sales cycle. Join us as we discuss the book that influenced both our careers,why CRM won’t help you without a sales system in place, and tips for re-organizing and recognizing dead opportunities in your pipeline.  
 
EBrad-Williamspisode Highlights:

  • Introducing Brad Williams
  • Why we love the Getting to Closed process
  • How Doextra uses Getting to Closed to solve dysfunction in sales
  • The most common mistake businesses make
  • Technology and the “parked” prospect
  • Red flag sales skills
  • Why active listening and role playing are still the perfect training tools

Resources: Any questions for today’s guest? Contact Brad Williams by emailing him at bwilliams@doextra.com or by visiting the Doextra website. Getting to Closed by Stephan Schiffman Lightning Experience by Salesforce Kanban Board overview

Episode Transcript

 Marylou:        Brad understands what it takes to qualify and move prospects all the way down to close one, or close lost. Advancing the sales process from lead gen until close is full of potential hiccups and nuances that many reps struggle to master.    Today, our guest has been doing that for over 30 years in the tech industry. Brad is the president of Doextra CRM Solutions, a Sales Force partner company that helps businesses implement technology while improving the sales cycle. In this podcast, Brad reveals the book that heavily influenced Brad and face it, Marylou too, why CRM won’t help you without a sales system in place or process, and tips for reorganizing and recognizing dead opportunities in your pipeline. Hey everybody, it’s Marylou Tyler, Predictable Prospecting. Today’s guest is a gentleman who I’ve met probably within the first week or two of moving from San Francisco to a little town in the Midwest called Des Moines which in fairness my husband and I had to kind of look it up on the map to find out where it was since we’re coast to coast people and not necessarily Midwest. I met Brad Williams who is the President of Doextra CRM Solutions. They’re a salesforce.com implementation partner and specialize in getting people and the process and all the technology figured out so that you can advance sales quickly. I’ve asked Brad to come on the show today because I think he has unique insights into what it takes to move records or accounts or context all the way from the top of the pipeline where I specialize which is cold contact through qualified opportunity but he also specializes in getting it from opportunity to close. Without further ado, Brad, welcome. Thank you so much for joining us today. Brad:               Hi Marylou, great to talk to you. Marylou:    You are the president of Doextra CRM Solutions and as you mentioned, you cover pretty much everything East to the Rock East would that be, is that kind of your territory and where you work? Brad:               Sure that’s right, we are based in Des Moines and out of Des Moines we cover the greater Midwest which is essentially Iowa and all the states that touch Iowa. We also have an office in Washington, DC so out of that office we cover the mid Atlantic territory. Places like Virginia, Maryland, Pennsylvania, New York, New Jersey and that area. That being said, we have clients all over the world so we’re not limited in any way to any territory. Marylou:          You and I connected when I first came into town promoting Predictable Revenue which is way back in 2011. What really got me interested in what you had to say was your ability to encapsulate in a venn diagram sort of way the people, process, and technology. Specifically, you mentioned a book that I think we all read back in the 70’s or 80’s, maybe the 80’s, called Getting to Closed. That book revolutionized the way that we actually brought opportunities to close. Tell us a little bit about your involvement with that process and how Doextra actually works with clients in helping them advance sales from opportunity to close. Brad:               Sure. I have effectively been selling high end technology solutions for 30 plus years. Over the years, I’ve used just about every sales process or methodology, read every book. Miller Heiman to Challenge Your Sale, Consultative Sale, Solutions Selling, all of those. It wasn’t really until about 2005 or 2006 that I got introduced to the book called Getting to Closed, the author Stephan Schiffman which actually as you mentioned a late 70’s, early 80’s book. It’s been around quite a while but it’s a very simple process. The concept of Getting to Closed takes a qualified prospect which is again kind of where you end is where a getting to close process begins. Once you have an opportunity identified or a transaction that you’re trying to close and you’re starting to move it through the various stages or selling cycle from the stage one all the way to getting closed, from discovery to gathering information to proposal and negotiation. That process using the getting to closed methodology essentially is a date driven process that says, “If you don’t have a date and time for the next step, you’re not going to move it forward. If you don’t have a date and time for the next step, you are either stalled and we are going to move that opportunity off the boulevard if you will down into the parking lot until such a time that you have a date and time for your next step.” By using a very objective date and time approach or analysis, you take all the subjectivity out of the selling process. We all know that there are only two types of sales reps. There’s the overly optimistic and the overly pessimistic. By just saying if you don’t have a date and time for whatever the next step is in your selling cycle, then I don’t care, you’re not going to move that opportunity forward. That’s a great way to take all of that subjectivity out of the process and fundamentally stop people from chasing ghosts or opportunities that really aren’t qualified and never will close. Marylou:          In addition, I don’t know if you remember the Predictable Revenue formula on page 42 of the book, but we talked about the funnel and the average deal size but also this thing called time that factored into predictability and creating a consistent pipeline that you could scale and in this case forecast properly. It sounds like the getting to closed option eliminates that lag dependency or reps saying, “Anytime now,” or, “Let’s move to 10%, let’s move to 15% then 20%.” This auto percentage thing is a time date thing which is for me more substantial and you can get your arms around that. Brad:               Right, exactly. Time stamps every movement through the selling stages and helps you then determine the average selling cycle and what you can do to increase the velocity from the first stage all the way to completion. Marylou:          Your team then, are they helping clients implement the process or how does that work when you actually work with the client and you see that they’re struggling in getting from opportunity to close? Brad:               It’s really interesting. We are a technology partner. I mean we’re a system integrated for salesforce.com. A vice president of sales would call Doextra and say, “Hey, I’ve got a problem with my sales organization.” Whatever the situation is, they are not forecasting accurately, they’re not closing enough deals, they’re not generating enough growth in their revenue or their pipeline or they have some sort of dysfunction in the sales organization. They call us under the notion that you know Sales Force or CRM in general is a tool that they can apply that of course is going to solve all their problems. Wow, I’m a huge believer in salesforce.com, I’ve bet my business on it. I’m also pretty sure that technology alone is not going to make the world save the democracy. Fundamentally, a process needs to be applied. What we try to do is we try to say to our clients, “Look, we can help you implement salesforce.com and help you automate the process but let’s be sure that we have an underlying sales system if you will underneath that process.” That’s when we introduce the getting to close concept and walk them through that methodology. It’s very complimentary than to what we do with CRM which ultimately the software institutionalizes the process that we teach them. Marylou:          Are there apps or how does one actually visually implement this process? Brad:               That’s a great question. Actually, salesforce.com just last fall, in the fall of 2015, introduced their new user interface. They call it the lightning experience if you’re familiar with salesforce.com. They have their old user interface which has been around a while. They call that of course now the classic interface so they have the lightning experience. Within the lightning experience, they have what they call the Kanban board and it is a very visual column driven click and paste kind of an opportunity movement user interface where you can simply take opportunities, describe the stages from start to finish, put opportunities in each stage to find the probability associated with those stages, analyze the amount of revenue in each stage and then move opportunities if you will from left to right or from start to finish very visually in this Kanban board. Sales Force has “gotten on board” with the board concept by introducing app as part of their user interface. Marylou:          Okay, so it sounds like the app is there. What about the methodology or as you said you know it’s great having tools and technology but in your opinion, do they have the process pieces so that one can understand the why behind utilizing the Kanban board? Brad:               No, that’s the missing link if you ask me. I’d like to believe that we have a pretty good understanding of it and interestingly enough I don’t see a lot of other implementers that do. Again, we get called mostly because they think that we’re going to implement salesforce.com and it’s a technology play but in reality if you bring to them the underlying process, you’re really becoming more of a trusted adviser. The information is out there. To answer your question specifically, you can go to Amazon and buy Getting to Closed by Stephan Schiffman. It’s readily available and you can read the book in about an hour and a half and all the methodologies right there are self explanatory and then of course you could hire somebody like Doextra to come in and help you implement if you so desire. Marylou:          Okay. Brad:               Just a little shameless plug there. Marylou:          That’s okay. That’s fine. The Kanban board sounds like it’s a representation of the getting to closed board. When I was in sales back in the dark ages it seems like now, we utilize that type of methodology because of the fact that it did hold the reps accountable for more accurate forecasting. Can you share with the audience since you’ve been running around visiting a lot of different types of clients and different verticals, what are some of the experiences that you’ve seen, if you could give our audience like where you’ve seen things fall short and what are the common mistakes that are being made out there that you’re called in to help fix? Brad:               Well, I’m giving my own personal experience. Again, right up until 2006, I’ve probably been in sales for 25 or more years and really had never been introduced to a date driven methodology as defined in Getting To Closed. At that time, I was literally chasing 80 or so opportunities. I was my own worst enemy. I kept hanging onto opportunities, “Whoa, those are someday going to close,” and not fundamentally getting rid of them. When I applied the discipline was, I read the book and applied the discipline, I took those 80 down to three. Literally I took 80 opportunities down to three. Marylou:          You’re making people cry right now. Brad:               Because none of them really qualified. I was chasing ghosts and that’s the biggest problem a lot of us have. I’m working with a client right now in financial services in Des Moines, Iowa. Same problem, in this case you’ve got a new vice president of sales who’s been brought into an organization that’s really never had what I would call growth mindset or revenue mindset because they’ve been very successful. But you have an new VP of sales who’d come in and is trying to drive change in the organization. There really is no process around the selling approach and no discipline around it. Again, he’s got a pipeline of opportunities, most of which have been dead for a long time. It’s kind of like the Bruce Willis movie, The Sixth Sense, they’re dead, they just don’t know it yet. For me and for clients like this, the chance to come in and take opportunities that really aren’t moving forward, drop them off of your board if you will or put them down in the parking lot until there is a momentum is a great way to clarify and go from 80 opportunities down to three is a very clarifying moment for any sales professional. Marylou:          Yeah, if they’re willing to embrace that. I think that sounds really scary, Brad, to go from 80 to three. When you said that, even me who understands the logic behind it, it’s a scary thing to let go. Brad:               Yeah, it is, especially if you’ve been telling your manager that your pipeline looks a lot bigger or if you’re a small businessman and you’ve got to feed 15 families or so. It can be very scary but what’s even scarier as you know is the lack of predictability. That’s probably why you chose that term in Predictable Prospecting. The lack of predictability. If you’re a Fortune 500 company, it means you’re going to miss your guidance and your shareholders are going to be disappointed and your stocks are going to go down. If you’re a small business owner like myself, you’re going to miss payroll. If you’re an individual sales rep, you’re not going to make the incoming commission that you’re expecting. Adding this level of predictability to the process I think is fundamental. Even though it is scary at the moment, you’re much better off for it in the long way. Marylou:          I have another colleague who calls it spinning plates. When you go to the fair and you see people spinning plates and they get up to plate number 10, by the time they get back to number one it stopped spinning again. You really can’t manage a whole heck of a lot of accounts especially as you’re working through opportunity to close. That is not my area of expertise but I remember how hard it was to juggle multiple accounts, multiple contacts, multiple buyers. If you get down to something meaningful that is highly forecastable, then I’m with you on doing that. Now that we have technology, when you say park it, we can park it into a cue of nurture content that’s relevant for whatever the pain point is because we’re smarter now so we should be able to create a content stream for the people who are parked that bubble up that sense of urgency or whatever triggers, we’ll get them to come back into the opportunity pipeline but ready for conversation. In the olden days, we didn’t have all that. Brad:               That’s exactly it. You’re exactly right and the technology allows you to, as you say, park it and I think the biggest… Marylou:          Intelligently park it. Brad:               Intelligently park it and then nurturing it as you say. For me, the biggest a-huh is just the realization that not now doesn’t necessarily mean not ever. Even today, I’m still guilty and well if I lose a deal, shame on them, they weren’t smart enough to buy from me. I’m never going to talk to them again. The answer is six months from now, they may have a new situation or new leader or executive change or whatever and they may be an opportunity to come back at. Not now doesn’t mean not ever. Let’s park those that you either lose or that have lost momentum as we’re going through the sales cycle. Let’s apply good nurture marketing techniques and ongoing communication program and sooner or later they’ll probably bubble back up to the top. Marylou:          Leverage technology. We’ve covered process, we’ve covered technology, you also specialize in the people side. Can you elaborate for the folks a little bit on that area and what specifically are the lessons learned in the people side of the house? Brad:               What I have found, and it’s really a hard lesson to learn, and a lot of people may not agree with it. Especially when you go into let’s say an executive sales professional or someone who has been selling for a long time, change is hard. One of two things has to be in the environment for a person to change. They either have to be intrinsically motivated, they’re just personalities, they’re driven to want to improve, or something externally is changing that forces them to have to make a change in their approach to selling. If one of those two things is not present, and ideally somebody who is intrinsically motivated to grow and learn and change and leverage this new technologies, you’re fighting a losing battle. I had one CEO look at me and say, and they were going to invest a significant amount of money in salesforce.com, but they had a senior sales agent who literally was 80 years old but was also a top seller. The CEO of the company looked at me and said Brad, “I don’t care if the guy uses salesforce.com or not. I don’t care if he uses an abacus. I’m not going to get in his way.” That’s the situation where they’re clearly not going to take advantage of the technology that’s there. Fine, maybe they don’t have to because if it ain’t broke, don’t fix it. I understand that mentality. Those are the kinds of people that are not going to be motivated to try to change and grow. What happens when that 80 years old guy finally does retire, is there a system in place behind him, is there a setup disciplines that that person use to take and hand down. Those are the kinds of things we have to achieve using a CRM system and the right people. Marylou:          One of the things that on the people side for me, now everyone knows that I’m a process person but the process does amplify and accentuate problems with sales skills even though once again that’s not necessarily my area but I know enough to know when there’s a red flag when it comes to sales skills. On the people side, the biggest red flag in the top of pipeline is habit. Continually getting people to role play, to practice reading scripts. I get these rolling eyes from the young folks when it comes to, “Look, here’s a script. You don’t have to say it word for word but I want you to get the essence of it and the tonality and figure out when you’re going to accentuate certain words or not.” For me, the people side is can I get these folks into a habit so that they will continually want to eek out a percent improvement in the delivery of the sales conversation and their ability to do research the night before they go home so that when they’re in their block time, they’re not spending time researching. These little things on the people side really make a difference. When you’re looking at opportunity to close, are there techniques that you found that sales reps who are consistently good at closing business, are there certain techniques that they use on the people side in order to be able to move through the board for example from step to step to step? Brad:               The technology today makes it so easy to do your homework using things like LinkedIn and all of the databases that are out there so that it doesn’t take long. 30 minutes in advance of a meeting, I can generally look at the person that I’m meeting with. Look at their profile, look at the company information, check the current news and events, see if there’s anything that’s happening in their environment or in their industry that might make a difference to what I’m trying to say. Have that information so the idea that I can know a lot or know more about the client than I have been able to as a sales professional, that’s a big deal, but then talk less. Know more, talk less, and listen a lot. Marylou:          Active listening. Brad:               Ask good questions, and active listening. It really is key. It’s a little bit cliché but tell me about you, it’s usually the first thing that I’d say. I usually don’t just come in and say that, I usually say, “Hey, I looked at your LinkedIn. Looks like we know so and so together or we have some common interests, or I understand you’re in this role at this company, but tell me more. Tell me about you, how long have you been here?” Just keep them talking. It’s amazing if you have good listening skills and then you can ask good pointed questions where that will lead you. I think those soft skills are just so important. You’ll only learn those through the role playing examples that you’re talking about. And Marylou, what kills me, you and I went through the trainings where the IBM’s and the Xerox of the world and HP’s, they did that for years and years and years and you had to go for a three or four or five or six weeks of training. If you failed the test, you went home. They don’t do that anymore so you being able to provide that to you audiences I think is a wonderful benefit because nobody else is doing it anymore. Marylou:          Yeah. Sales is still a two way conversation and I think we tend to forget that. I really enforce it with the top of funnel work that I do in the sense of role play. One of my colleagues had a brilliant and I’m like, “Why didn’t I think of that?” What he does is when they’re getting ready to block time, they take the first 15 minutes in role play. That’s warming up everybody and role playing, they may do a writing exercise, they may do different things, but they have it on the schedule because we do block time probably everyday because we’re trying to get to those meaningful conversations. But if you practice upfront, you’re nice and warmed up ready to go, it just makes the calling experience so much better. I am all about in the old school of practice makes perfect. You’re right, I remember the Xerox training, if you didn’t pass that section you were not going into sales, period. Brad:               That’s right, they’d send you home. Marylou:          That’s very humbling. Well Brad, thank you so much for taking the time. I would like people to know how to get a hold of you so if you wouldn’t mind in giving us some idea if people like what they’re listening to and want to talk to you more about what it is that you do and how you can help them, what’s the best way to get a hold of you? Brad:               Sure. It’s been a pleasure Marylou as always. Again, my name is Brad Williams. My email is bwilliams@doextra.com or you can go visit us at www.doextra.com. Marylou:          I will put in the show notes for those of you driving down the freeway not being able to write. I’ll have all of Brad’s contacting information. I’ll also put the Getting to Closed book. I suggest you guys read that, it’s a really great book even though it was written a long time ago it still applies. The lightning experience section on the Kanban board, I’ll put that in there as well so you can take a look at that. That is probably one of the better moves on Sales Forces’ part in terms of helping people get to opportunity to close forecasting, that would be more accurate. The more accurate the forecast, the more predictable the sales, and then that way we can take those analytics and figure out how many emails to send, how many phone calls to make in order to generate how many opportunities that you guys need to close. Brad, thanks again for your time. I really appreciate it. We’ll talk soon. Brad:               My pleasure, Marylou. Take care.