Sales Process Optimization

For my first 16 years in tech sales, I averaged 240K/year W2 income. In my last 4 years, I averaged 720K/year. In order to triple my income, I had to change my sales approach entirely. Here's what I changed: I started using a new approach that I now call Yo-yo selling: 🪀 Yo-yo selling emphasizes starting at the executive level, conducting thorough discovery within the organization, and then returning to the executive with a tailored business case. Like holding a yo-yo, you are constantly in communication with the Executive Sponsor and updating them as you collect information and conduct deep discovery lower down in their organization. You are literally going up and down the organization, but always taking everything back to the Executive Sponsor to surface your findings along the way. Here's a breakdown of the framework: 🎯 𝐈𝐚𝐧 𝐊𝐨𝐧𝐢𝐚𝐤’𝐬 “𝐘𝐨-𝐘𝐨 𝐒𝐞𝐥𝐥𝐢𝐧𝐠” 𝐅𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 This strategy involves a three-step process: 1. Start at the Top (Executive Engagement) Initiate contact with a senior executive to understand their most pressing challenges, the reasons behind the need for change, and the consequences of inaction. If your solution aligns with their needs, secure their sponsorship for further discovery within their organization. To secure the Executive Meetings, it's essential to create a tailored POV (point of view) on where you think you may be able to help them based on your initial research of their highest level goals and priorities. Chat GPT has made this research a LOT faster now. 2. Conduct In-Depth Discovery (Middle Management) Engage with department heads and key stakeholders to uncover the day-to-day challenges they face. Focus on understanding their processes, pain points, and the implications of current inefficiencies. Gather direct quotes and insights to build a comprehensive view of the organization's needs. 3. Return to the Executive (Present Findings) Compile the insights gathered into an executive summary and business case. Present this to the executive sponsor, highlighting how your solution addresses the identified challenges. Tailor your demonstration to focus solely on relevant aspects that solve their specific problems. 🚀 Why It Works 1. Accelerates Sales Cycles: Engaging executives early ensures alignment and expedites decision-making. 2. Builds Credibility: Demonstrates a deep understanding of the organization's challenges and showcases a tailored solution. 3. Facilitates Internal Buy-In: By involving various stakeholders, you ensure that the solution meets the needs of all parties, increasing the likelihood of adoption. I'm pleased to share that that Yo-yo selling was recently awarded as a Top 15 Sales Tactic of All Time by 30 Minutes to President's Club, and I received a cool plaque for entering the 30MPC Hall of Fame. Since I have no chance of entering the Hall of Fame for my baseball or golf game, this is a nice consolation prize 😁

I just deleted 147 cold emails without reading them. Here’s what they all got wrong: Every morning, my inbox looks the same. A flood of pitches from people trying to sell me something. Most days, I just mass delete them. But this morning, I decided to actually read through them first. Within 5 minutes, I spotted a pattern. Everyone was making the exact same mistake. They were all trying to close the deal. ALL IN THE FIRST MESSAGE 🥵 Let me show you what I mean (with two small examples): APPROACH A: "The Wall of Text" Send 100 cold emails with full pitch, calendar link, and case studies. • 3 people open • 0 responses • 0 intros This looks exactly like the 147 emails I just deleted "Hi [Name], I noticed your company is scaling fast! We help companies like yours optimize their marketing stack through our proprietary AI technology. Our clients see 300% ROI within 90 days. Here's my Calendly link to book a 15-min chat: [LINK]. Looking forward to connecting! Best, [Name]" BORING!!! APPROACH B: "Micro Conversations" Same 100 prospects, broken down into micro-convo's. Email 1: "Do you know [mutual connection]?" • Send 100 • ~40 open • ~20 respond Email 2: "They mentioned you're scaling your marketing team. I'd love to connect about [specific thing]." • Send to 20 who responded • ~15 continue engaging Email 3: "Would you mind if they made an intro?" • Ask 15 engaged prospects • ~10 intros Final score: • Approach A: No intros • Approach B: 10 intros How to Apply These Lessons (Tactical Summary): 1. Focus on Micro-Conversations: Break your cold outreach into smaller, manageable steps. Build rapport before making any asks. 2. Personalize Everything: Reference mutual connections, specific company milestones, or shared interests in every message. 3. Play the Long Game: Aim for replies in the first message.. not conversions. If you’ve been struggling with cold outreach, you might just need a new approach. Give this one a try and lmk how it goes.

I just watched an AE lose a $1.2M deal after running a "successful" product trial that the prospect LOVED. After 8 weeks of work, the CFO killed it with five words: "Let's try our current vendor." This happens because most reps treat trials as product demos instead of what they actually are: RISK ELIMINATION EXERCISES. After analyzing 200+ enterprise sales cycles at companies like Salesforce, HubSpot, Thomson Reuters, and Workday, I've identified the exact framework that separates 80%+ trial conversion rates from the industry average of 30%. Here's what most reps get wrong: They skip qualification and jump straight into the trial. Big mistake. Before any trial, ask these 3 questions: → "What happens if you don't solve this problem in the next 90 days?" → "How have you tried solving this before?" → "Who else is affected by this problem?" These eliminate 68% of unqualified trials before they start. Next, define success upfront: → Technical requirements that must work → Business metrics they expect to see → Timeline for implementation → User adoption patterns needed Get confirmation: "Just to confirm, if we demonstrate these criteria, you'd be ready to move forward with purchase by [date]. Correct?" Map every stakeholder: → Technical buyers (include every trial user) → Economic buyers (CFO/budget holder) → Political influencers (who can kill deals) → Current solution advocates (who benefits from status quo) For each person, document their personal win/loss scenarios. Have legal review agreements BEFORE starting trials. "We typically have legal review the agreement structure ahead of time so there are no surprises later. Would you be open to having them review a blank agreement while the trial is running?" Finally, handle the current vendor objection upfront: → "Have you discussed these challenges with your current vendor?" → "What was their response?" → "What specific capabilities do they lack?" Document these answers to build your business case. Results from this approach: ✅ Trial conversion: 32% to 83% in 60 days ✅ Deal size increased 40% ✅ Sales cycle shortened 37% ✅ Forecast accuracy improved 92% ✅ 43% less time on unsuccessful trials Stop running trials. Start running risk elimination exercises. — Sales Leaders! Your reps don’t need another training. They need a Revenue OS™. Check this out: https://lnkd.in/ghh8VCaf

When I was CRO of a $200M SaaS, doing POCs almost destroyed us—months wasted, team exhausted, buyers constantly delaying. Until my VP Sales said, “Kill the POC. We’ll validate value clearly in 3 hours flat”. Here's exactly how we rebuilt our sales process and cut our sales cycle by 50%: BACKGROUND: We were selling 100% enterprise. POCs were the automatic default: Heavy, technical validation lasting 1-3 months. It was painful… - Sales Engineers were overloaded - Buyers kept delaying due to resource issues - Buyers kept wanting more “just one more test” Initially, I thought: It’s Enterprise, that’s the game right? Until our VP Sales, Idan Arealy, joined. Two weeks in, he tells me: “No offense—but these POCs are total overkill.” “Buyers don’t need these endless tests.” “They’re not doubting the tech.” “They’re doubting the value.” “And we don’t need this complexity to prove value.” So he suggested a simpler, smarter alternative: The 'Use Case Workshop'—and it changed everything. Here’s the step-by-step: —— 1. Kickoff (45 min) - AE positions the workshop immediately post-demo: “Here’s what we typically do next to help validate real-world scenarios in just hours—no heavy lift needed. Shall we set it up?" - SE runs deeper disco into problem root causes in a kickoff call - AE sets clear Mutual Action Plan (MAP) 2. Internal Alignment (60 min) - SE & AE clearly define and build initial use-case solutions - Output: Slides outlining impactful solutions & open questions 3. Use Case Co-Design (45 min) - Live session with buyers walking through scenarios - Collaboratively refine solutions LIVE (e.g. Miro, slides): “Walk me through this problem in more detail—we’ll map exactly how solving it looks." 4. Prioritization & Wrap Up (30 min) - Jointly prioritize top 3 impactful use cases clearly: "Which scenarios, solved, would immediately solve [Problem]?" - Lock down committed next steps ↳ Result? - 3 focused hours (instead of months) - Clear, confident buyers ready to champion - 100% faster sales cycles & higher win rates —— POCs are NOT mandatory. Buyers don't want endless tests. Don’t default to what most buyers ask. Design what will solve what they need— With as little friction as possible. That's: Sales Process Design 101. P.S. We built Aligned to help manage the chaos of Complex Sales. 100% FREE Deal Room used by 40K AEs to run POCs, MAPs, etc. Try it https://lnkd.in/d_49kHZE

𝗠𝗼𝘀𝘁 𝗔𝗜 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗳𝗮𝗶𝗹 𝗯𝗲𝗳𝗼𝗿𝗲 𝘁𝗵𝗲 𝗺𝗼𝗱𝗲𝗹 𝗶𝘀 𝗲𝘃𝗲𝗻 𝗽𝗶𝗰𝗸𝗲𝗱. The team starts with the model. Then tries to wrap a workflow around it. That order is the problem. A real production AI system is a workflow first. The model is one layer inside it. Here is the architecture I keep coming back to. 𝗧𝗵𝗲 𝟳 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝘁𝗼 𝗮𝗻𝘀𝘄𝗲𝗿 𝗳𝗶𝗿𝘀𝘁 → Input — what starts the workflow? → Context — what information does the AI need? → Decision — what should the AI classify, summarize, or generate? → Tool or Action — what system does it touch? → Validation — how is the result checked? → Human approval — where is judgment required? → Output — what does success look like? If you can't answer these in plain language, the model will not save you. 𝗧𝗵𝗲 𝟴 𝗹𝗮𝘆𝗲𝗿𝘀 𝗼𝗳 𝗮 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 A. Trigger Layer — how work begins. User query, email, ticket, uploaded file, meeting note. B. Context Assembly Layer — gather the right inputs. Docs, policies, CRM, database, past history, vector search, examples. C. AI / Decision Layer — interpret, reason, generate. Classify, summarize, route, draft, extract. D. Tool Orchestration Layer — take action through systems. GitHub, Slack, Postgres, API, email, calendar, ticketing. E. Validation and Guardrails — check before action. Schema check, policy check, confidence threshold, source and citation check, test and verification. F. Human-in-the-Loop — approval where risk is high. Legal, finance, external send, security, customer-impacting action. G. Output and Action — what the workflow produces. Draft email, updated ticket, report, alert, code change, dashboard update. H. Feedback and Improvement — close the loop. Logs, user feedback, evaluations, prompt updates, memory updates. Each layer has a job. Skip one and the system breaks in production. 𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝗶𝘁 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗿𝗲𝗮𝗱𝘆 → Clear inputs — define the trigger and required data. → Reliable context — the right docs, history, and business rules. → Action boundaries — limit what tools and systems AI can touch. → Validation — verify structure, accuracy, and policy compliance. → Human oversight — approvals where business risk exists. → Continuous improvement — learn from logs, evaluations, and feedback. 𝗧𝗵𝗲 𝗽𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲 AI should operate inside a workflow, not outside it. Every action needs context, validation, and accountability. Production AI = reasoning + tools + controls + review. Don't start with the model. Start with the workflow. Where do most teams get stuck first — context assembly, validation, or human approval?

Are manual sales processes lengthening your sales cycle? Automating with CRM integration might be the key to faster deals. A logistics firm I consulted for was bogged down by manual sales processes, leading to extended sales cycles. We introduced ActiveCampaign integration to automate routine tasks, freeing up the sales team to focus on closing deals. Automating sales processes not only sped up the sales cycle but also allowed the team to handle more leads efficiently, leading to increased revenue. Manual processes can be a drag on productivity. Automating these tasks feels like lifting a weight off your shoulders, allowing your team to move quickly and efficiently. Try these five tools and strategies to automate sales processes: 1️⃣ Use CRM tools like ActiveCampaign for sales automation. 2️⃣ Automate follow-up emails and reminders to ensure timely communication. 3️⃣ Set up workflow automation for routine tasks like data entry. 4️⃣ Integrate CRM with e-signature tools to speed up contract signing. 5️⃣ Use CRM analytics to identify bottlenecks and optimize the sales process. How have you used automation to reduce sales cycles? Share your tips and experiences in the comments. Let's discuss how automation can streamline the sales process! #MarketingStrategy #DigitalStrategy #Marketing #DigitalMarketing #CRMintegration ----------- Like this post? Want to see more? Ring the 🔔 on my Profile ⬆️ Connect with me

Five years ago, Warburg Pincus LLC invested in BetterCloud and urged us to work on a project to narrow our ideal customer profile (ICP). It's the most impactful thing I've ever done to improve conversion rates, shorten sales cycles, increase deal size and ultimately transform the company. A big mistake many CEOs make is believing their product is for everyone. It’s tempting. More potential customers should mean more sales, right? But in reality, chasing too broad a market drains resources, distracts your team, muddles messaging, confuses your product roadmap, and kills go-to-market efficiency. Being laser-focused on your ICP drives alignment across product, messaging, and the go-to-market motion. When the right prospect engages, they’ll feel like you built it just for them. Anyone who has built a product or service knows that the things a small business needs are very different than what a huge enterprise needs. A company is different from a school. An IT buyer is different from a security buyer, a sales buyer is different from a marketing buyer, a director level decision maker is different than a C level decision maker… but we still believe we can sell to different segments and personas as the same time. The process to define and use your ICP is relatively straightforward but does take time. The larger your business, the more data you have, the more resources you have to crunch that data the more time you should spend to do it as scientifically as possible. The high level steps are: 1. Build a Customer Dataset: Gather all your customer data. Current and churned customers, won and lost opportunities. Enrich it with firmographic, business-specific, and buyer demographic data. 2. Engage Your Team: Your best sales and customer success people hold invaluable insights about your most successful (and worst) customers. 3. Analyze & Identify Pockets of Gold: Identify common attributes of high-performing accounts and avoid the traps of poor-fit customers. 4. Communicate the ICP to the entire company with the “why” behind the attributes that make up an ideal customer.  5. Rework your messaging to appeal to your newly defined ICP and narrow your growth initiatives to be focused only on the accounts that matter.  6. Assign the right ICP accounts to your reps and ensure they’re focused on the right buyer personas. 7. Product Development: Reassess your roadmap to align with the needs of your ICP. You should see impact fast. GTM funnel metrics will improve. Conversion rates should rise, with better leads turning into stronger opportunities. You may not get more leads, but their quality will increase. I’ve been discussing this with many Not Another CEO Podcast guests, so don’t just take my word for it. I wrote a deep dive on how to “Narrow Your ICP and Transform your Company”, with real examples from other companies. You can read the full article here https://lnkd.in/e5EN3XSR

I’ve been cold calling for 9 years. Here’s everything I know about it: (this is a longer post so bear with me) 𝟭. 𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝟭𝟬 𝘀𝗲𝗰𝗼𝗻𝗱𝘀 𝗺𝗮𝘁𝘁𝗲𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗮𝗻𝘆𝘁𝗵𝗶𝗻𝗴: People don’t hang up because it’s a cold call. They hang up because you sound unsure, scripted, or boring. - Be calm. - Be confident. - Be clear. 𝟮. 𝗦𝗸𝗶𝗽 𝘁𝗵𝗲 𝘀𝗺𝗮𝗹𝗹 𝘁𝗮𝗹𝗸: Don’t ask “𝘏𝘰𝘸’𝘴 𝘺𝘰𝘶𝘳 𝘥𝘢𝘺 𝘨𝘰𝘪𝘯𝘨?” Don’t ask “𝘐𝘴 𝘯𝘰𝘸 𝘢 𝘣𝘢𝘥 𝘵𝘪𝘮𝘦?” Just try: “𝘏𝘦𝘺 (𝘯𝘢𝘮𝘦), 𝘐 𝘬𝘯𝘰𝘸 𝘺𝘰𝘶 𝘸𝘦𝘳𝘦𝘯’𝘵 𝘦𝘹𝘱𝘦𝘤𝘵𝘪𝘯𝘨 𝘵𝘩𝘪𝘴, 𝘐’𝘭𝘭 𝘬𝘦𝘦𝘱 𝘪𝘵 𝘴𝘶𝘱𝘦𝘳 𝘣𝘳𝘪𝘦𝘧.” That opener alone will double your talk time. 𝟯. 𝗣𝗶𝘁𝗰𝗵 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺, 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁: No one cares that you’re the “𝘯𝘰.1 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘰𝘳 𝘟.” Tell them what pain you solve, fast. 𝟰. 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀 𝗮𝗿𝗲𝗻’𝘁 𝗿𝗲𝗷𝗲𝗰𝘁𝗶𝗼𝗻𝘀: “I’m not interested” just means they don’t understand you yet. Use the FFF method: Feel - Felt - Found. “𝘐 𝘨𝘦𝘵 𝘵𝘩𝘢𝘵. 𝘖𝘵𝘩𝘦𝘳𝘴 𝘧𝘦𝘭𝘵 𝘵𝘩𝘦 𝘴𝘢𝘮𝘦… 𝘣𝘶𝘵 𝘸𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘧𝘰𝘶𝘯𝘥 𝘸𝘢𝘴 (𝘣𝘦𝘯𝘦𝘧𝘪𝘵).” 𝟱. 𝗧𝗵𝗲 𝗴𝗼𝗮𝗹 𝗶𝘀𝗻’𝘁 𝘁𝗼 𝘀𝗲𝗹𝗹, 𝗶𝘁’𝘀 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗮 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻: If they’re talking, you’re winning. If they’re curious, you’re in. If you book the meeting, that’s the win. 𝟲. 𝗩𝗼𝗹𝘂𝗺𝗲 𝗶𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁: You could have the best pitch in the world… But if you don’t make the dials, you won’t get the meetings. Consistency > perfection. 𝟳. 𝗬𝗼𝘂 𝗰𝗮𝗻'𝘁 𝗯𝗼𝗼𝗸 𝗺𝗲𝗲𝘁𝗶𝗻𝗴𝘀 𝘄𝗶𝘁𝗵 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲: Don’t waste time trying to convince people who don’t have the problem you solve. Laser focus on your ICP, the ones who feel the pain. 𝟴. 𝗧𝗿𝗮𝗰𝗸 𝘆𝗼𝘂𝗿 𝗲𝗻𝗲𝗿𝗴𝘆: Your tone > your script. People say yes to people who sound like they believe in what they’re saying. 𝟵. 𝗙𝗼𝗹𝗹𝗼𝘄-𝘂𝗽 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗱𝗲𝗽𝗲𝗻𝗱𝘀 𝗼𝗻 𝗶𝘁: Most meetings I book happen after the call. Send a short LinkedIn DM or a value-driven email right after. 𝟭𝟬. 𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗿𝗲𝗽𝘀 𝗱𝗼𝗻’𝘁 𝘄𝗶𝗻𝗴 𝗶𝘁: They have a framework. They prep. They reflect after each call. And they improve daily. Cold calling still works if you do it right. Now let's book some meetings!!!! P.S. I've created a free cold calling cheat sheet where I share all of my do's & don'ts. You can access it for free here: https://lnkd.in/g9BrrDA6

"We generated 500 MQLs." Yet most of them will never become customers. A lot of B2B marketers treat MQLs as the finish line: ✦ "They signed up for a webinar, it's sales' job now" ✦ "This inbound lead booked a call already, we're good" ✦ "The interactive Q1 2026 report generated 500 MQLs" They see GTM as a linear flow: Marketing → Lead (MQL) → Sales And often, it's not their fault. It's just the way the business built the GTM function: in silos. But here's the truth: An inbound lead doesn't necessarily mean a sale. ✦ A lead can book a call, then ghost. ✦ A lead can come to a webinar, then ghost. ✦ A lead can download 20 resources, then ghost. ✦ A lead can follow the sales process, then turn cold. Now, here's where it gets interesting. Marketers still have a lot of influence after a lead is "marked as MQL." Here are 4 inbound-first workflows that make sense in 2026: 1. Workflow 1: Tier-based Sequence Sort MQLs by fit score and run a different sequence for each tier. Use tools like Clay and Prospeo to enrich leads and identify high-fit accounts. Your best-fit accounts get custom ABM. The rest are invited to a group webinar or nurture sequence. 2. Workflow 2: Educative VSL Instead of a "book a call" page, host a short VSL presenting your offer. Answer the questions buyers are already asking. Then follow up to book a call with prospects who actually consumed the content. 3. Workflow 3: Sales Enablement Content Here, marketing doesn't stop at generating leads. The content team creates personalized assets for sales. AI tools like Claude make it easier than ever to customize case studies, battle cards, and sales content at scale. 4. Workflow 4: Inbound-led Outbound Collect website visits, content engagement, webinar attendance, and buying signals. Tools like Trigify.io can surface intent signals. Clay and Prospeo can enrich the accounts. Heyreach can automate LinkedIn follow-up. And when those high-intent accounts enter outbound workflows, infrastructure matters too. Many outbound teams still run 60 mailboxes sending 20 emails/day each to hit ~1,200 emails/day. Azure-based setups can spread that same volume across 400 mailboxes sending just 3 emails/day each. Platforms like sending.ac make that infrastructure accessible without needing an Azure engineering team. Instead of outbounding to cold prospects, you're reaching out to people who've already shown interest. The biggest GTM mistake in 2026 is treating MQLs as the finish line. The best GTM teams treat them as the starting line.

I used to write all of my sales, onboarding and offboarding emails from scratch and send them manually. Sometimes I'd forget to follow up with prospects relying on my pretty rubbish memory. I am sure I lost a fair bit of business that way. That doesn't happen anymore. All of my emails are pre written and saved in automated workflows. If an email needs approval, I don't need to remember to approve it. The system sends me an email to remind to approve it. It took a few hours to do it in the beginning, but it's nothing compared to the number of hours I have saved. It's also nothing compared to the amount of leads I have been able to convert because I am no longer relying on my memory. You can do the same! 1. Identify all of the emails required for your sales follow up/onboarding/offboarding process 2. Write them all out. 3. Add them your CRM system as canned emails 4. Create a workflow that includes the canned emails, triggers and time delays 5. Add new leads to the workflow and watch the emails go with minimal or no input from you! 6. Use the extra time as you wish! Do you use canned emails and automated workflows to save time in your business? * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Hey 👋 I'm Daniella, a business growth strategist, passionate about empowering Entrepreneurs, Founders & Business Owners to grow & scale their businesses without burning out.