Lisa Schnare on SDR Leadership, Sales Hiring, and Prospecting Discipline
About Lisa Schnare
Lisa Schnare is Managing Partner at ValueSelling Associates, LLC, a sales trainer, and a sales consultant. She began her technology sales career as an SDR at Radian6 during its acquisition by Salesforce, then helped four technology startups build, enable, and operationalize sales-development teams. Lisa has trained more than 4,700 people and works with B2B revenue teams to sell on value rather than price.
Episode Notes
Key moments from this episode
Lisa Schnare joins Tailwind to share lessons from a career that began on the SDR front line and grew into building, enabling, and leading sales-development teams. She explains why cold calling and outbound still matter, what resilience, coachability, curiosity, and professional presence look like during hiring, and how managers can motivate people beyond commission. Lisa also describes how to address performance problems early, use CRM visibility and quality checks without losing context, and turn an SDR organization into a talent engine for customer success, product, marketing, and sales. The conversation closes by connecting customer acquisition economics to the full revenue journey and showing how full-cycle sellers and their managers can protect prospecting time before an apparently healthy pipeline runs dry.
Takeaways
- Hire SDRs for demonstrated resilience, coachability, curiosity, and professional presence, then be candid that the role carries a quota, visible activity expectations, and the emotional demands of outbound sales.
- Learn what motivates each seller beyond commission and create coaching, peer-learning, or cross-functional projects that help strong performers develop toward the work they want to do next.
- Address performance concerns early by combining CRM metrics with context and spot-checking the quality, personalization, and care behind automated outreach instead of measuring activity volume alone.
- Treat the SDR team as a talent engine for the broader organization and teach sellers how customer fit, acquisition cost, delivery, retention, and renewal connect across the full revenue journey.
- Protect prospecting time before the pipeline dries up: sellers should compare their calendar with pipeline coverage, while managers remove internal meetings, data problems, and other roadblocks to revenue-generating work.
Key Moments
- 3:10
Why prospecting remains a durable skill
Lisa explains why earning buyer attention through persistent, respectful outbound remains valuable even as tactics, tools, and claims about AI replacing SDR work continue to change.
Read transcript at this moment - 5:47
Hire for resilience and honest expectations
Early-career SDR candidates can demonstrate resilience through the challenges they have overcome, while managers should be transparent about quota, activity, measurement, and the reality of the sales role.
Read transcript at this moment - 16:02
Address performance signals early
Visible sales metrics need context, but managers should act quickly when activity quality, personalization, attitude, or fit shows that a seller is not engaging with the work.
Read transcript at this moment - 22:28
Build the SDR team as an internal talent engine
A repeatable hiring, onboarding, and enablement system can prepare SDRs to succeed in customer success, product, marketing, support, and future sales roles across the company.
Read transcript at this moment - 28:39
Align the full revenue team around customer economics
Understanding acquisition cost, customer fit, delivery promises, and renewal economics helps sales and downstream teams qualify better customers and protect the business from costly misalignment.
Read transcript at this moment - 38:05
Protect time for prospecting before pipeline dries up
Full-cycle sellers naturally focus on late-stage opportunities, so they must manage their territory like a business and keep prospecting on the calendar before today’s full pipeline empties.
Read transcript at this moment
Transcript
0:02 All right, we have another episode of
0:03 Tailwind. Today we're joined by Lisa
0:05 Schneer. Lisa, tell us a little bit more
0:06 about yourself.
0:08 >> Thanks, Austin. It's great to be here.
0:09 Um, yeah, my name is Lisa Schnar. I am
0:12 currently with Value Selling Associates.
0:13 I'm an associate. I'm a trainer. I'm a
0:16 sales consultant and my background is uh
0:19 one of the best, you know, SDR from the
0:22 beginning. SDR for life. I uh started my
0:25 my tech corporate sales career uh at a
0:28 little company called Radian 6 which two
0:31 weeks after I started got acquired by a
0:33 slightly larger company called
0:34 Salesforce and I went through that
0:37 acquisition process with them as an SDR
0:39 calling into Fortune 500 accounts uh on
0:41 behalf of Radian 6 which still exists.
0:43 It's part of the marketing cloud for
0:44 Salesforce now and from there I kind of
0:47 caught the startup bug. So I actually
0:49 went on to join four other tech startups
0:52 and to help them build, enable,
0:54 operationalize their sales development
0:56 teams. So the first part of my career
0:58 was very focused on cold calling and
1:01 cold emailing, the prospecting, that
1:03 kind of stuff. Worked my way up into
1:05 managing those teams. I was like the the
1:08 OG SDR and then I would hire a team
1:10 under me and then I would manage that
1:12 team and then ultimately get poached to
1:14 another uh tech startup and then I would
1:16 do it again. Uh, so I did that four
1:18 different times until 2020 hit and
1:20 everybody remembers good old COVID. I
1:23 actually got laid off from my position
1:24 at that time and managing an SDR team
1:26 and also managing some operations for
1:28 that company helping them open a second
1:30 HQ and do some enablement and was part
1:33 of the LT there and then I decided to
1:35 start my own consulting company. So that
1:37 was the birth of my company impulsion
1:39 sales consulting which is a certified
1:42 licency of value selling associates as
1:44 well and I have been a sales trainer
1:47 sales consultant for the last five six
1:50 years I guess now 2026 six years and I
1:54 looking back I've actually trained now
1:56 over 4700 people in the last 5 years and
2:00 that sales training methodology value
2:02 selling associates has been around for
2:04 30 years we compete with like the
2:06 fandlers and the challengers and the gap
2:08 sales and all of those types of sales
2:10 training. It's a global methodology. So
2:12 I now work with companies of all
2:14 different sizes, all different kinds,
2:16 all different industries. I work with
2:18 their B2B sales teams to train them to
2:21 sell on value and not price. And some of
2:24 that training also still includes my
2:27 favorite task which is the cold calling,
2:28 the prospecting. We have very specific
2:30 prospecting training as well as training
2:32 for growth and management of accounts
2:34 like account planning and growth. So, I
2:36 work with CSMS, really anyone who
2:37 touches the revenue funnel. So, uh, so
2:40 yeah, I'm out in the field training
2:42 teams every other week pretty much. Uh,
2:45 so I travel a lot doing that. So, I've
2:47 got a lot of hands-on experience with a
2:48 lot of different industries and a lot of
2:50 different sales teams. And I'm super
2:51 excited to to be chatting with you today
2:53 about it, Austin.
2:54 >> Yeah, I'm excited. I got to ask, why
2:56 have you decided to stick in the hardest
2:57 part of the sales process right at the
3:00 beginning? because that is
3:01 >> maybe something twisted.
3:03 >> But yeah, that is where someone is
3:06 trying to get in there, get their dues
3:07 in, and then get out of there, and
3:09 you've stuck around.
3:10 >> Yeah. Yeah, there's probably something
3:12 super twisted in there. Uh sadistic
3:14 even. Um but I do love it. I don't know
3:16 why. It's probably because it's one of
3:18 the hardest jobs in sales, if not the
3:20 hardest job in sales, is that initial
3:23 anxiety around cold calling, cold
3:25 emailing, uh how to get uh our prospects
3:28 attention, how to earn that attention,
3:30 and it's just constantly changing as you
3:33 know. It's like one thing works and then
3:35 we hear all of the fodder about cold
3:38 calling doesn't work anymore, cold
3:39 emailing doesn't work anymore, now it's
3:41 all AI and now you don't need SDR teams
3:44 anymore. Oh yes, you do. The AI is not
3:46 perfect. Everybody is everywhere all the
3:48 time. And we've seen that over the last
3:50 more than a decade. I've seen that uh
3:53 those different trends come and go. And
3:55 the the best part about it is honestly
3:57 just like the examination of the human
3:59 condition. What do buyers actually want
4:02 from people who are prospecting to them?
4:05 How do they buy? How do we earn their
4:07 attention? What combination of creative
4:10 things can we do in order to get some of
4:12 that attention? How do we actually get
4:14 ahead of the sales cycle so that we're
4:15 being proactive with getting prospects
4:18 in the door rather than reactive with
4:20 all that inbound traffic which we can't
4:22 rely on? So, I think my nerdiness just
4:25 loves that our buyers are always
4:28 expecting different things from us and
4:30 how do we keep up with that and how do
4:31 we make sure that we're being persistent
4:34 but respectful and not just like super
4:36 spamming people. It's uh I don't know.
4:39 It's just something I've always been
4:40 fascinated with. And I think also again
4:42 going back to because it's hard. I think
4:45 if you're really good at this, if you
4:46 can master it, you will never want for
4:49 work no matter what you do. I've built a
4:51 business based on being able to cold
4:53 call and and find those referrals and
4:56 and be persistent and yet still always
4:59 adding value. So that that helped me in
5:02 so many different ways as as I was
5:04 building my business. As you know,
5:05 you're building a business, too. It's um
5:07 it's something that you as a skill, it's
5:10 got to be like one of the best that I've
5:11 seen in the field that serves people so
5:13 well as they go forward into whatever
5:15 role they go into. Having that skill set
5:17 has just been Yeah. like super helpful.
5:20 >> Yeah. I mean, I'd argue it's the hardest
5:22 one that it's also a little bit ironic
5:24 that we give it to the newest people in
5:27 the organization. Yeah.
5:28 >> Yeah.
5:29 >> Yeah. But, you know, one of those things
5:30 that you're kind of talking about is
5:31 that your mindset, your mentality going
5:33 into it and how you approach it. Um,
5:35 when you're looking to bring people onto
5:37 your team, whether it be SDR or full
5:39 cycle AE, you know, what are you looking
5:41 for? How do you ID the people who are
5:42 going to fit well into that the spear of
5:45 the organization? Really, the tip of the
5:46 spear.
5:47 >> It is. It's a tough one. And and
5:49 depending on the type of team, you you
5:51 kind of alluded to it. If you're hiring
5:53 people who are basically fresh out of
5:54 college, it's, you know, one of their
5:56 first real jobs, it's really tough
5:58 because they they don't have the resume
6:00 of resilience and like, hey, in this
6:02 sales role, I got this quota and blah
6:04 blah blah. So, what are you looking for?
6:06 Well, oftent times I'll I'll I'll just
6:08 say it straight out. There were a few
6:09 trends. People who are athletes, people
6:13 who are super passionate about
6:15 something. It doesn't have to be
6:16 athletes. I hired some incredible STRs
6:19 that were like into creative writing and
6:21 they were very passionate about their
6:22 writing and man could they write emails
6:24 me. Anyway, but yeah, now I mean now we
6:26 have all these tools that that support a
6:28 lot of those those soft skills but it's
6:31 uh I would look for people who had
6:34 pursued a passion had uh experienced
6:37 challenges in that pursuit and I would
6:40 ask very specific questions about how
6:42 they overcame them, what their mindset
6:44 was. Um, and then like you know in the
6:47 face of times when they lost, how did
6:51 they handle that? How did they bring
6:52 themselves back around? Resilience. You
6:54 know, you're trying to uncover that
6:55 resilience. Um, and I think just
6:58 honestly being transparent as a hiring
7:00 manager. I was never trying to hide that
7:03 you were going into sales. It used to
7:05 drive me crazy the people who would call
7:07 it a marketing role. And it's like, no,
7:09 this is sales. You will carry a quota.
7:12 you will be expected to hit a certain
7:13 activity number every day. It is my job
7:16 as your manager to enable you to do that
7:18 confidently. Um, however, like that is
7:21 the expectation and it's like we're not
7:23 going to sugarcoat this. You are in
7:25 sales. You are carrying a quota. That
7:27 performance will be measured. It will be
7:29 visible, you know, and making sure that
7:31 people really knew the the well whole
7:33 story of what they're walking into
7:35 rather than trying to sugarcoat it. Now,
7:37 um, you know, a lot of other traits that
7:38 I looked for were how how eloquent are
7:42 you like in in how you present yourself,
7:44 how you speak in an interview, you're
7:47 selling yourself. You know, it is one of
7:49 the times that you're you're selling.
7:50 So, how do you come across? I I've got
7:53 some like kind of horror stories during
7:55 COVID when I was interviewing people for
7:56 for my clients and people showing up in
7:59 their hoodies or pajamas. Uh, one guy
8:01 was actually holding and eating a bowl
8:03 of cereal during the interview and I was
8:06 like, "Dude, did you realize this is an
8:08 interview?" Like anyway,
8:10 >> you know, your camera's on right now.
8:12 >> Yeah, exactly. I was like, "Okay." Uh,
8:15 so, you know, like there's there's some
8:16 cliches that I I actually still believe
8:18 like the get up, dress up, show up.
8:20 Like, hey, even if you're working from
8:22 home, if you're about to sell yourself,
8:24 >> please put in a bit of effort. um
8:26 because I am trusting you to be able to
8:29 speak to my customers. So that is like
8:32 you know you think about it that's the
8:33 most delicate balance that we have as a
8:35 company and and we want our customer
8:37 experience to be top-notch and if it's
8:39 not that has reverberations throughout
8:42 our business. So, as a face of the
8:44 company that's on the front lines as the
8:46 cold caller or full cycle sales rep,
8:48 whatever, whoever, your image and your
8:50 your your presence, it's your
8:52 confidence, your passion for what you're
8:54 selling, all of that has to come across
8:56 in order for you to be convincing and
8:57 successful in this role.
8:59 >> Yeah. Yeah. I've always liked hiring
9:02 athletes because they're team players
9:04 and then it seems like the resiliency
9:06 factor and even if you're not, you know,
9:08 frontline and you're maybe doing
9:10 operations or something, things are
9:11 going to go wrong or you're going to
9:13 give be given a tough time and if you
9:14 have anything that in your resume that
9:16 shows that you are at least willing to
9:18 deal with it maybe like not that you'll
9:21 avoid ever making mistake because that's
9:22 just going to happen. Even if it's not
9:24 your fault, it'll happen. But then how
9:26 are you going to respond to that
9:28 happening and how are you going to move
9:29 forward from it and what are your
9:30 reactions going to be? Um it seems like
9:33 that's even more important when you're
9:34 going to have to hit the phones every
9:36 day which is already you know a t
9:39 emotionally taxing exercise even if
9:41 you've been doing it for a while it's
9:43 still one of those things where you
9:44 still got to hype yourself up for it.
9:46 >> Um yes once you found those people and
9:48 you brought them in like what are some
9:49 of the ways that you're you know looking
9:51 for those top performers? How are you
9:53 tracking the indicators that can let you
9:54 know like, hey, this I got some
9:55 superstars coming along or maybe I need
9:58 to either focus and train this person or
10:00 help them find a new role in the
10:01 organization.
10:03 >> Yeah. Yeah. I think what you were
10:04 saying, you know, another thing about
10:05 athletes is, you know, they're
10:06 coachable. So once you've got that's
10:09 another indicator, right? Um, but also
10:11 once you've got somebody enroll, I do
10:13 find like the people who are seeking the
10:16 coaching, it's it's such a great early
10:18 indicator that like they're seeking out
10:20 the extra coaching or you even working
10:23 with their peers, you know, so if you
10:26 know when they're coming in and you've
10:27 got some some more experienced people on
10:29 the team, you've got this the this new
10:31 team, them taking the initiative to
10:33 like, okay, who is the superstar on this
10:35 team? I want to find out exactly who
10:37 they are. like I'm coming for them and
10:39 you know that kind of attitude is uh you
10:41 know I don't I like people who are team
10:43 players as well. Unfortunately we the
10:45 way we're set up it's an individual
10:47 quota. So it is it's a team sport and I
10:49 always like tried to foster that with my
10:51 teams but ultimately your your quota
10:54 your commission is yours. So you want to
10:56 be the top or in the top of the
10:58 leaderboard. There's room for everyone
11:00 up there. That's also the beauty of
11:02 sales is like my success does not take
11:04 away from yours. So if anything, there
11:07 is room to share all of those best
11:09 practices and really pull the whole team
11:11 up with you. So I'd always look for that
11:13 from my more experienced people as well
11:15 is like are they willing to share those
11:16 secrets? Are they are they being
11:18 proactive in in sharing their knowledge
11:20 and what's working, what's not working,
11:22 and of course like having those team
11:23 meetings to share that. But when it
11:25 comes to enroll, I'm also looking at how
11:28 are people motivated? And a lot of the
11:30 time we focus really in on the money in
11:32 sales, right? It's like commission,
11:33 commission, commission. Everybody wants
11:34 to make money. I was an anomaly. I
11:37 wanted to do well, but it wasn't just
11:40 money motivation for me. I was really
11:42 interested in the coaching aspect of it.
11:44 I was really interested in my customers.
11:47 I like super nerd here. I love
11:50 understanding how are companies going to
11:51 market, what are they selling, who are
11:53 their customers, and why should their
11:55 customers care about what they sell? And
11:57 how can what I do help my customer sell
12:00 to more of their customers? And if I can
12:02 connect to that, then then I become a
12:05 need to have, not a nice to have. And I
12:08 think my curiosity and like really
12:10 understanding my my buyer and their
12:12 buyer and how I cared about that and the
12:15 passion that came with that was
12:16 something that my customers always
12:18 picked up on. And so even though I was
12:21 like top, you know, top of the
12:22 leaderboard and things like that and I
12:23 worked really hard and I made the calls
12:25 and I wanted to learn more about people.
12:28 And so for me that made me a natural um
12:32 kind of path into management. Not
12:34 everybody likes that. That's totally
12:36 cool. But we're all motivated by
12:38 different things. And I think that's my
12:39 point is like understanding what is the
12:42 motivation for each of those people on
12:43 your team. Is it just commission? If
12:46 it's not, how else can you help to
12:49 motivate them in that role? Is it
12:51 vacation time? Is it uh family time? Is
12:54 it work life balance? like what is it
12:56 that's going to really get them fired
12:57 up? I used to also if if people were
13:00 like hitting their their quotas or like
13:02 you know maintaining their quotas, I
13:04 would also offer them passion projects
13:06 within the organization. So I would talk
13:08 to other teams and be like, "Okay, if
13:10 you're interested in product, would you
13:12 like to do a little side project with
13:14 the product team and learn more about
13:16 how they do, you know, like our quality
13:18 testing or code testing or whatever,
13:20 like in the product side of things, how
13:21 they build their road map, you know,
13:22 like and so that that glimpse into other
13:26 pieces of the organization, especially
13:27 like what you're saying earlier when
13:29 you're hiring STRs that don't have a lot
13:31 of job experience, they don't
13:32 necessarily know what they want to do.
13:33 They're trying to figure out what don't
13:35 I want to do? maybe I hate this cold
13:37 calling thing and now now I'm in here.
13:38 What do I do? And if I can repurpose
13:41 that passion into something else and
13:42 help them eliminate that, that's where I
13:44 got the satisfaction from which, you
13:46 know, made me a good manager. But, uh, I
13:48 do find that a lot of the time and and
13:50 you'll have seen this too, we promote
13:52 people who are really good individual
13:54 contributors because they're really good
13:56 individual contributors. They get
13:58 promoted into management. They are not
14:00 good managers. All they know how to do
14:02 is close their own deals. So instead of
14:04 coaching other people how to do it, they
14:06 just go in and close their deals for
14:08 them and then they get burnt out and
14:09 resentful. So that's another another
14:12 thing I think we need to be conscious of
14:13 like building these teams from the
14:15 ground up is like where do people really
14:16 want to go? How does that skill set
14:18 look? Um and and you know then also you
14:21 said you mentioned key indicators of
14:23 course you know there's the vanity
14:24 metrics around effort like we are always
14:26 tracking how many calls are you making
14:28 how many emails are you getting out the
14:29 door the things like that a lot of which
14:30 we can automate nowadays with tools like
14:33 yours and it's you know so now it's kind
14:36 of like where's the quality coming from
14:38 how am I looking at those more
14:43 less I guess less clear less measurable
14:45 KPIs around like how is the passion
14:47 behind this where is the energy
14:49 um what what creative things are they
14:51 bringing to the table to try like hey
14:54 inside this cadence that I'm using? What
14:56 if we did this? What if we did that?
14:58 Like if I'm hearing ideas like that,
14:59 they're like they're really wrapping
15:01 their heads around it. Um and that's the
15:03 the type of creativity I want to find.
15:05 It's harder to measure, but it's like
15:06 those indicators are something that I
15:08 would I would definitely be looking for
15:09 as a manager.
15:10 >> Yeah. Yeah. I guess like how much
15:12 somebody is personally investing
15:14 themselves into improving the process.
15:16 Maybe not something that you can just
15:17 easily put a one definable KPI on, but I
15:20 think anyone can watch anecdotally and
15:23 start picking up on who's raising their
15:24 hand, who's coming up with ideas, you
15:27 know, who's staying an extra 15 minutes
15:28 after work. Not that I'm saying that's a
15:30 requirement, but like you can start kind
15:32 of picking up on the the situation there
15:34 by just kind of seeing people's behavior
15:36 patterns and all of that. Now, yeah,
15:38 >> love to talk more about like retention
15:39 and like the positive stuff, but you
15:41 know, the obligatory like tough
15:43 question, which is
15:44 >> what do you how do you handle the
15:46 situation where you bring someone in,
15:47 they thought they were going to be a
15:48 good fit, they're not you're starting to
15:50 see the signs that they're not a good
15:52 fit, you know, what are the kind of the
15:54 actions that you take in order to make
15:56 sure that you continue to, you know, try
15:58 to build a strong team instead of just
16:00 leaving whatever team's in place.
16:02 >> Yeah. Yeah. I mean it's it's never where
16:04 we want to focus to your point but I I
16:06 got you know I got really
16:09 >> I got really lucky in my career. I had
16:11 uh I actually had 100% turnover at one
16:13 company to internal promotions. Um so
16:16 once yeah it's like I had I had 0%
16:18 retention but it was all because they
16:19 got they got farmed into like they were
16:21 the farm team for the rest of the
16:23 company. So I was constantly hiring
16:25 which was awesome. There are two very
16:27 specific scenarios and the first one I
16:29 was quite early in my career and I gave
16:32 this person way too many chances. I I
16:35 kind of took it on myself as a manager
16:37 that there was something I was not
16:38 enabling them with. There was something
16:41 that was not clicking for them and so I
16:44 really let it go on way too long. So I
16:46 learned this lesson the hard way. So, my
16:48 first piece of advice would be like if
16:50 you're getting those indicators that
16:52 there there's an issue or it's not maybe
16:53 a fit, do something early. Um, because I
16:57 would say I think it was almost a year,
16:59 like eight months probably before I
17:01 finally had to sit down and have that
17:03 like termination conversation. I did
17:05 talk about performance with this person
17:07 multiple times. And I think the first
17:09 thing I mentioned it earlier but the
17:11 first thing everyone should be aware of
17:13 is that your metrics in sales are
17:15 visible to the entire organization. You
17:18 have a CRM of some kind. Meaning anyone
17:21 who knows how to go in there and look at
17:23 reports can look at your metrics. So
17:26 even if there is no big leaderboard up
17:28 on the window or the wall, it doesn't
17:30 matter. Anyone can go into that system
17:32 and see how you're doing. So and those
17:34 people in the organization don't have
17:37 any context as to why your performance
17:40 is what it is. They are purely looking
17:42 at numbers. So there is no they don't
17:45 know you went on a two week vacation
17:46 that month and that's why your monthly
17:48 numbers look terrible. They don't know
17:49 any of those details. Right? So your
17:52 manager does know that context and they
17:55 should be talking to you about what that
17:57 looks like and and you should be very
17:59 aware of the visibility that we have
18:01 throughout the organization in sales. Um
18:04 you know there is no hiding that. So I
18:06 mean it's very rare now that we come
18:08 across any organization that doesn't
18:09 have a CRM system of some kind. You know
18:12 it's uh so you can't really hide in
18:14 sales. So that's the first thing I
18:15 always make sure people know is like if
18:17 you're if I'm going into the system and
18:18 seeing this, imagine our VP going in and
18:21 seeing it and not knowing that you are
18:24 who you are or struggling with whatever,
18:26 what does that look like to them? And so
18:28 making sure people are aware of that and
18:30 then I mean it's not meant to be a fear
18:32 tactic. It is reality. Sorry. Like it's
18:35 reality. And um and if that's not
18:38 something that you can handle, if that's
18:39 not a pressure you can handle, then
18:41 maybe sales isn't for you. And that's
18:42 the conversation starter for me. Um,
18:45 when it came down to the second time,
18:48 like I said, I only had to fire people
18:49 twice because of performance. Um, there
18:51 was I definitely had to put people
18:52 through layoffs. That's part of startup
18:54 life. That's even worse, but that's a
18:56 whole other conversation. when it comes
18:58 to that that performance indication. I
19:00 actually had a person I was really
19:02 excited about and noticed that they were
19:04 taking advantage of the automation tools
19:06 that we now have at our fingertips um
19:09 for cadences and email building and
19:11 things like that. And I was going in and
19:13 I was checking. So managers, you should
19:15 be spot-checking what the emails look
19:16 like. Are they being customized? Are
19:19 there mistakes like hi first name, you
19:21 know, like things like that that are
19:22 happening that are showing you very
19:24 clearly that that that person is not
19:26 double-checking their work. It's there's
19:28 no quality control. There's no
19:29 personalization. There's no um there's
19:32 no creativity beyond what they're being
19:33 given. So, um so that would be something
19:36 I would spot check. And within the first
19:38 six weeks, I I identified this person as
19:40 someone who is just pressing play on
19:41 cadences and then watching YouTube
19:43 videos all day or whatever. And so I I
19:47 honestly pulled them in and I just said,
19:48 you know, like um how like considering
19:51 what's going on here, uh how do you
19:54 think I think you're doing? And putting
19:58 them in my shoes in that question really
20:00 helped them to honestly it was just
20:02 like, yeah, I kind of hate this job. And
20:06 it was like, yeah, I can tell. And you
20:09 know what? Like I don't want that. You
20:11 don't want that. How do we help you find
20:14 another way? because it's not here. I
20:16 don't want you on Sunday afternoon
20:18 getting the Sunday scaries and dreading
20:20 coming into this office every day
20:21 because you hate your life. Nobody wants
20:22 that. And that attitude, I don't care
20:25 how good you are at hiding it, you're
20:27 they're going to hear it on the other
20:28 end of your cold calls in your voice
20:30 that you don't love what you do, that
20:31 you're not passionate about what you're
20:32 selling, that you're not connected to
20:34 what it's solving, you know, and that.
20:36 So, I need someone who is connected to
20:38 those things. And I need you to be happy
20:40 because I'm a human being. I want
20:42 everyone to find their passion and be
20:44 wildly successful and happy in the
20:45 world. So, you know,
20:47 >> and then there was that same person like
20:49 six months later was like that was the
20:51 best thing you could have ever done for
20:52 me. Like messaged me on LinkedIn like
20:54 whole thing. So, found found their niche
20:57 was like super happy with it. So, I
20:59 think yeah, you know, looking back again
21:01 like success story with firing someone
21:04 versus me taking way too long to do it.
21:06 It would just be like be open and
21:07 transparent and address things quickly
21:10 and put you know put them in your shoes
21:14 like what you know I'm supposed to be
21:16 reporting on these metrics and this is
21:18 what I'm seeing in your performance
21:19 right here. What would you do if you
21:21 were me? This is like you've tied my
21:24 hands here bud. I would love to help you
21:26 out. What can I do? And of course I was
21:29 always there like how do I enable you to
21:31 do this better? What else do you need?
21:33 Um, but when it came right down to the
21:35 the fit or the attitude just not being
21:37 there, then you know it's it's time to
21:39 to say goodbye.
21:40 >> Well, and and you already mentioned
21:42 this, but like having that already
21:44 established at the beginning during the
21:45 hiring process and what your
21:46 expectations are going to be. It's like
21:48 it's I think it's totally fair to then
21:49 come in and say, I told you before we
21:51 even got you on board, this is what was
21:54 going to happen and now you know these
21:56 expectations are not being met. U it's
21:58 an uncomfortable part of the job but
22:00 it's also if you're going to be in a
22:01 leadership role you are not in you're
22:03 not an independent contributor anymore
22:05 you are individual contributor you are
22:07 going to have to have the these
22:09 uncomfortable conversations and make
22:11 these decisions at times um but to flip
22:14 to a more fun topic 100% churn but just
22:17 going into all the organization tell me
22:19 a little bit more about that and was
22:20 that part of your retainment strategy
22:22 and then it just the way that it
22:23 happened with turnout with that team
22:25 ended up being you got poached by the
22:27 rest of the
22:28 Yeah. Yeah. I think it was I mean I hope
22:31 it's not a unique situation. I think it
22:32 might be unique to startups in a way
22:34 because like we were growing so fast and
22:37 the people that I was hiring I was
22:39 hiring for um a a unique skill set. So
22:42 we already talked about some of the
22:43 things like looking for certain things
22:44 in the hiring process. Other teams were
22:47 also open to people who didn't
22:49 necessarily have a wealth of experience.
22:51 they were willing to take a chance on
22:53 people who were six months or eight
22:54 months with in the SDR role
22:56 understanding the product and things
22:58 like that and seeing those proclivities
23:00 for certain other parts of the team. So
23:01 like they were getting poached into
23:03 junior CS roles. I had someone in a
23:05 junior product specialist role had other
23:07 people go over into like the support
23:09 side of things. Um so and marketing I
23:12 had another person get you know went
23:14 over into the marketing side of things.
23:15 Um, you know, like clearly there's
23:17 things you can't transcend. Like you
23:19 can't go to being a developer without
23:21 the schooling to back that up or like in
23:23 finance or something like that. You
23:24 know, there's there's certain areas that
23:26 that's just not going to fly. But with
23:27 the rest of the the revenue sort of
23:29 organization, customerf facing
23:31 organization, there was a ton of
23:33 opportunity on those teams as well. And
23:34 so I think also having a company that
23:36 was pretty dedicated to like what can we
23:38 do for internal stuff first and where I
23:42 I don't know I could I had also kind of
23:44 built this machine of being able to hire
23:46 really great SDRs for the most part and
23:48 train them up. I had really honed in
23:50 like the ramp up process and um and how
23:53 to make sure that everybody was enabled
23:55 and getting those I had the systems in
23:57 place you know so that was a big part of
23:59 it too because I do find companies
24:01 really struggle with that onboarding and
24:02 ramping time. Um, and understanding that
24:05 that's also got to be part of
24:07 establishing your numbers. So, as a
24:09 manager who had to report back on my
24:10 team and my numbers, you got to build in
24:13 that ramp time because otherwise you're
24:15 always chasing a goal that you're never
24:17 hitting. And it's like, okay, well,
24:18 based on how much you're hiring and what
24:20 that percentage looks like at any given
24:22 time, what does that mean for those
24:24 numbers? And where are you going to hit
24:25 realistically if you don't have an a
24:27 senior SDR team? And on the flip side,
24:30 and that we're we're talking a lot about
24:32 SDRs here, but I'll say a full full
24:34 cycle salespeople, too. You've got
24:36 people who they're lifers in that role.
24:38 They want to stay in that role. So, like
24:41 those people can carry that quota. They
24:43 can potentially take on a little bit
24:44 more responsibility with onboarding and
24:46 stuff like that because they're really
24:48 good at that role and that's all they
24:49 want to do. They want to just come to
24:50 work and know they can crush it and go
24:52 home, you know, and that's fair and
24:54 that's like, you know, it's rare, I'll
24:56 say, in those roles because it's usually
24:57 burnout after, you know, max 18 months.
25:00 People are like, I don't want to cold
25:01 call ever again in my life. Um, you
25:03 know, normal people who aren't like me
25:04 who just keep doing it. But um yeah, for
25:07 the most part you're kind of uh ex I
25:10 would say yeah going back to your
25:11 question it would be kind of unique to
25:13 the organizational ethos of like we want
25:16 to focus on making opportunities
25:18 available to people who are more junior
25:20 you know you think about it it's like
25:22 they've got the product knowledge at
25:23 that point they've got you know like
25:24 they're already onboarded so much so to
25:27 get them into that next customerf facing
25:29 role whatever it looks like is not a
25:31 huge lift at that point.
25:32 >> Yeah. Did you notice because you worked
25:35 at multiple startups, did you notice
25:36 anything different about the impact of
25:39 having SDRs being distributed to the
25:41 other teams?
25:43 >> They were they went on to be like
25:45 insanely successful. So, I've kept in
25:47 touch with like almost everyone that
25:48 ever worked for me and it's like you'll
25:50 sometimes on my LinkedIn I'll get all
25:52 these comments from people and or I'll
25:53 see where they've gotten promoted to and
25:55 the jobs and the companies that they've
25:56 gone on to do like a lot of them are
25:58 directors of sales now enterprise sales
26:00 reps at Fortune50 companies like they're
26:03 doing so well now and it's um but all of
26:05 them went on to I think this is part of
26:07 it part of what we were even saying
26:08 about identifying when it's not a fit
26:11 like most people are not in that role
26:13 for life so and if they but if they take
26:16 on that attitude of like if I master
26:18 this, this is a skill that'll project me
26:21 into something else. So then being able
26:23 to take that experience, do really well
26:26 at it, and pivot into what something
26:28 you're much more interested in. That I
26:30 think is why they were so successful is
26:32 like then they got to pursue that
26:34 passion. And I'd say like career advice
26:36 for anyone who's starting out in sales,
26:38 whether it's full cycle sales or SDR
26:40 role, if it is not your endgame, don't
26:44 stay in it for too long because you get
26:46 addicted to the money. And then when you
26:49 want to make the jump into your like
26:51 chosen field, if you want to go from
26:52 being a commission rep to a marketing
26:55 person and you no longer make
26:57 commission, it is hard to break up with
26:59 that paycheck. Yeah,
27:02 I'm not going to lie. There were times
27:03 where I got frustrated as a a project
27:05 manager, a leader of project managers.
27:07 We'd like renew accounts and then the
27:09 seller would get the commission check.
27:10 And I'd always look at that and be like,
27:12 I feel like my team should have gotten
27:13 the commission check. That seller came
27:15 in and like signed the paper that we we
27:18 negotiated everything and then they came
27:20 in and we're like, "All right, docy
27:21 sign." And then there's out. I was like,
27:22 "Hold on, let us have that commission
27:24 check." Anyway, so that's a whole other
27:26 tangent. Um,
27:27 >> honestly,
27:28 >> but you know, I I just find it so
27:30 interesting having people start in like
27:32 an SDR role and then going to another
27:34 role that still is within their skill
27:36 set because I think often times when
27:38 you're in those other departments, uh,
27:40 especially if you've never actually
27:41 worked in a sales role, you kind of
27:43 don't understand the value, what your
27:46 customers are seeing or how that process
27:48 works or you know, you know, you know,
27:51 from somebody and my apologies, but I've
27:54 been in the roles where I've looked at
27:55 the sales team and been so like upset
27:56 set with them for like what's going on
27:58 and all like what are you guys doing?
28:00 You're throwing us under the bus. You're
28:01 creating scenarios where we're going to
28:02 lose money. Um and just never been in
28:05 that role, never understanding what's
28:07 happening. And just being able to say,
28:09 hey, you know, I was in that that
28:11 business unit. I came over to this one.
28:13 I understand what's happening over
28:15 there. So now I have a new perspective.
28:17 I know how to actually talk to our
28:18 clients in a different way because they
28:19 have expectations that are set during
28:21 these conversations. They've evolved
28:23 over time as they've talked to us and
28:25 they're they're now sitting on this
28:26 journey and you like if you're always in
28:29 this part of the unit, you're not seeing
28:30 the rest of the journey that they were
28:32 and you can be told about it as much as
28:34 you want, but until you experience it,
28:36 it's uh it's something completely
28:37 different. Um
28:39 >> yeah, I I agree with you to a point. I
28:41 think there was there is a bit of a gap
28:43 I find in that companies don't always
28:46 explain uh things like CAC cost to
28:49 acquire customers and like so what does
28:52 that actually look like if we put
28:53 somebody in as a customer who is not a
28:56 great fit if they don't renew we don't
29:00 actually make any money on that customer
29:01 because of the CAC. So, it's like when
29:04 when you explain the business end of
29:06 like why do we need to be aligned across
29:08 the entire revenue team and like
29:10 understanding that that sale you just
29:12 made if if you just sold something we
29:14 can't deliver on and they're not going
29:16 to renew and they're just going to be an
29:17 angry customer because you sold some
29:18 product that doesn't exist yet, then
29:20 we're losing money every time you do
29:22 that. And so, that's a big problem. And
29:24 then it's got to come back to I would I
29:26 would put this on the managers too
29:28 because my understanding of that as a
29:30 manager meant my qualification criteria
29:32 for like throughout the sales stages
29:34 would change because it's like you you
29:36 cannot sell that to somebody and and not
29:39 have it be able to be delivered by the
29:40 team that's receiving this customer and
29:42 ultimately having to onboard train and
29:44 and then maintain that relationship. Um
29:46 there's just uh you're shooting us in
29:48 the foot before we even get started. So
29:50 I mean I think have I would always take
29:52 time and that was something beautiful
29:53 about startups too is like you'd have
29:55 these town halls where your finance team
29:57 would actually go through like Ibida and
29:59 CAC and all this stuff and you'd learn
30:01 the finance side of like how this
30:02 business runs and especially like
30:04 startups we're not profitable we're
30:06 running off investor money and dreams
30:08 like it's like you know it's delusions
30:10 everywhere and so when when you realize
30:12 like your paycheck is finite our runway
30:15 is you know 18 months if we don't sell
30:17 and hit these numbers we're all looking
30:18 for jobs you know And so understanding
30:20 like how that engine fully works then
30:23 you're not you're also not setting your
30:24 colleagues up for those situations that
30:26 you were in going going why is this
30:27 sales team selling something that I
30:29 can't deliver and now I've just got an
30:30 angry customer who doesn't understand
30:32 what they signed up for you know and um
30:34 so I think that communication breaking
30:36 down those silos and that understanding
30:38 of the business is at least enough that
30:40 it's like it's still going to happen
30:42 unfortunately we're we're always going
30:44 to do it and we're always going to see
30:45 it. Um, but I think that that
30:47 understanding of like this is why we
30:49 have to have these criteria. This is why
30:51 you can't sell them that based on
30:52 promises, dreams, unicorns, and
30:54 rainbows. Um, because otherwise we we
30:57 don't make any money. You made the sale
30:59 and you're actually like shooting us in
31:01 the foot here. So, you know, it's it's
31:04 not um I find that a lot of companies
31:05 don't take the time to explain that. And
31:07 and again going back to startups just
31:09 like by the nature of being small and
31:12 transparent and open and like oh we got
31:14 this investor meeting next week. Well
31:15 what does that mean? What do investors
31:16 need to see? What do we have to present?
31:19 You know and even just like the the
31:20 other side of like how do we pad these
31:22 numbers um to make it look better
31:24 because we aren't hitting them and like
31:26 how do those conversations happen
31:28 without it actually being flatout fraud.
31:30 Yeah. So, I think that that
31:32 understanding those forecasts and how
31:34 how we talk about them and why it
31:37 matters that that it looks a certain
31:38 way. I mean, it's never going to be
31:40 perfectly clean, but it does help um
31:42 even just individually to be like this
31:44 is why it's communicated this way. And
31:46 and even when I was at startups where we
31:48 then had to go in and clean house with
31:50 layoffs because we we missed the
31:52 numbers. We really messed it up. And,
31:55 you know, just understanding
31:57 business-wise why that had to happen. It
32:00 was something I gave everyone I laid off
32:02 the courtesy of understanding this was
32:03 not performance. This was a company
32:06 screw-up. We we misshot it and we've got
32:09 to recalc calibrate. And this is part of
32:11 it. And you know, even hiring people,
32:13 going back to what we were saying, just
32:14 to kind of tie that in is I would say
32:16 like, do you want to be one in a hundred
32:20 and have the impact that you will have
32:23 on building a company and know that your
32:26 odds are lower because you're one of a
32:28 100? Or do you want to go work for an
32:30 organization where you're one in 20,000,
32:33 but you check the boxes, you will get
32:35 the promotion. You check the boxes, you
32:37 will keep your job, you will have
32:38 benefits, you will have all these
32:40 things. If you want that kind of
32:41 security and zero impact on the
32:43 business, you are a number to them, then
32:46 go do that.
32:47 >> Yeah.
32:48 >> If you want to be impactful and know
32:49 that every call that you make every day
32:52 means we get to keep our jobs longer,
32:55 >> then welcome to the team.
32:56 >> Yeah.
32:57 >> Here's your delusional hat.
33:01 >> For the moon. Yeah, I love that. Um, I
33:03 this is slightly tangential, but I just
33:05 love the fact that you're talking about
33:06 the acquisition cost compared to the
33:08 project. And I've I've been handed
33:10 projects by salespeople that I look at
33:12 them and I go, "We're going to lose
33:13 money on this." And their response was
33:16 always, "Well, you know, we might get a
33:18 deal from this." And they never
33:20 explained that. To them, it was like,
33:22 "Look, I'm trying to break into this
33:23 Fortune 500 company. the acquisition
33:26 cost of spending tons of money to whine
33:28 and dine them and to go out and do all
33:29 this and do that and then try to break
33:31 in again and it's going to take me five
33:33 10 years but I gave me this one little
33:35 bad project that's not a winner that
33:38 actually will lose this money but it if
33:40 it expedites this next five years will
33:43 be worth the cost of acquisition of you
33:45 guys basically doing
33:47 >> I mean they paid us but it was after all
33:49 of our internal expenses.
33:50 >> Yeah, you know free work.
33:52 >> It was free work. Yeah.
33:53 >> Yeah. Um, but I think that's just such
33:55 an interesting like uh way to think
33:58 about it and like to reframe and to to
33:59 talk about you're breaking down the
34:00 silos and to create better communication
34:03 is like if somebody had handed that and
34:04 be like look we're trying to get into
34:05 this organization. It would cost us x
34:08 amount of dollars to do it this way. We
34:10 get a big one where we all get paid
34:11 directly or you guys can do free work
34:14 for the next three months and we know
34:16 that sucks but at the same time you guys
34:18 could be part of acquiring a huge
34:20 company doing that. I would have been
34:21 like, "Oh, on board." But instead, like
34:23 they didn't know what they were doing
34:24 and they were just wasting our money.
34:26 Um, which they, you know, they probably
34:28 intuitively understood that, but the
34:29 lack of communication to be able to do
34:31 that, which I would argue is a great
34:32 reason for everyone to have an SDR job
34:34 and to be part of the sales team to then
34:36 to be able to comprehend, all right, as
34:38 the project manager on this team, I'm
34:41 doing these things because it's directly
34:42 related to my salary that's coming in
34:44 from these folks doing this really hard
34:46 work. Um, I think it's valuable.
34:49 >> No, you're not wrong. And honestly that
34:51 is something even on the value selling
34:53 training side of my business now in the
34:54 last 5 years like people will train
34:57 teams like back-end dev teams in value
35:01 selling so that they can understand
35:02 these conversations are happening this
35:04 way upfront with customers. This is how
35:06 we're collecting information. This is
35:07 how we're qualifying. This is how they
35:09 go through the sales stages. This is how
35:11 we're building this this methodology and
35:13 framework to be sustainable and scalable
35:14 across the organization. And that way,
35:17 even if they're like technical engineer
35:19 people, they're like, "This is why we're
35:21 talking to customers in this way." And
35:23 then connecting that to like and this is
35:25 why we're building what we're building
35:27 because customers are asking for these
35:29 things and this is what they use them
35:31 for and that's why it's valuable to
35:33 them. And like it's just like your value
35:37 in this widget that you feel like you've
35:39 spent three months building for no
35:41 reason goes way up because you're
35:43 understanding the endgame and the value
35:45 of that endgame. So, it's the same idea,
35:46 but I think to your point, the the other
35:48 really important thing is to make sure
35:50 organizationally you have a culture that
35:53 recognizes the attribution. So like your
35:55 team did free work for 3 months to earn
35:57 this Fortune50 huge marquee logo for us
36:00 that now was worth $15 million, you
36:03 know, but to make sure that you're
36:05 recognized for that initial sacrifice in
36:09 a way is like, you know, there are so
36:10 many teams that that went into this
36:12 pilot where we asked you to blind faith,
36:15 you know, we're going to use this as a
36:17 foot in the door and like then when it's
36:19 successful and when that all comes
36:21 together and that big contract SLAM, you
36:23 know, whatever is signed, then then
36:26 you've got that uh you've got that
36:28 recognition of
36:29 >> and that check that goes with it.
36:31 >> Yes. Yes. The bonuses. Hey, I I highly
36:34 recommend organizations look at that. I
36:36 will say what you were talking about
36:37 with the um with the account thing, the
36:39 renewal thing. I'm seeing way more CS
36:42 and account management teams now get
36:43 commission checks um because yeah, they
36:46 are they are um more responsible as well
36:49 for the renewal but also getting that
36:51 that uh monetary attribution. Yeah, I
36:54 mean it makes a ton of sense and really
36:56 the more you can bring the CS team into
36:58 the revenue team and make it seem like
37:00 one big family, you just are owning a
37:02 different part of the customer journey
37:04 and not bifurcating it and saying,
37:07 "Well, this is the sales process and
37:08 this is the delivery process." It's like
37:10 it's the same thing. And really, unless
37:12 you're trying to do transactional and
37:13 just throw something over the fence and
37:15 then run away from it, never work with
37:16 them again,
37:17 >> you are part of the sales team, once you
37:20 start working with the customer and
37:21 looking for that renewal at any point in
37:22 time.
37:23 >> Or even if it's maybe it's not a direct
37:25 renewal, but it's future projects,
37:27 right? It might not be something where
37:29 it's well in one year we're going to hit
37:30 the renew button, but it might be over
37:33 the next five years we're going to try
37:34 to get three of the things that are
37:36 coming through relevant to it. Um, but
37:39 you know, I think all right to bring us
37:41 back a little bit because we are a
37:42 little over time. I want to keep talking
37:44 a bit if you have it. Um, you know,
37:46 we've talked a lot about this uh the
37:48 prospecting aspect of it. Um, and we've
37:51 kind of bounced between SDR and AE
37:53 that's full cycle. You know, are there
37:55 any key nuances or differences that, you
37:58 know, people should really think about
37:59 when they're thinking about an SDR doing
38:00 their prospecting and AE doing their own
38:02 prospecting? Yeah, I think that you know
38:05 the most obvious one is time management
38:08 because if you've got an a full cycle
38:10 sales role, you're going to focus on the
38:12 things that are earning you commission,
38:13 which means that's that's the stages
38:14 that are in negotiation. That's the the
38:16 highly qualified leads. Um you're not
38:19 going to always prioritize going back
38:21 and doing those cold calls because
38:23 you've got a pipeline and that has such
38:25 a higher uh chance of closing, right?
38:27 Like we've got our st our forecasting
38:29 stages at at certain percentages for a
38:31 reason, right? So, if we've got things
38:33 stage three and above or whatever you
38:34 call it, but like mid pipeline and
38:36 above, that's got like that 20% or 15%
38:39 chance of close. So, that's where I'm
38:41 going to put my focus as a as a sales
38:43 rep because that's where I make my
38:44 money, right? Um, so it really comes
38:46 down to then looking at your week and
38:48 understanding that the, you know, if I
38:51 don't prospect today, it might not bite
38:53 me, but it will in three months. So if I
38:56 let that one day become a whole week
38:58 that I didn't do any prospecting, then
39:00 my money tree dries up and dies in three
39:03 months when my pipeline has nothing left
39:05 in it. So it really comes to like how
39:08 are you managing your time? And if
39:09 you're a full cycle sales rep, I would
39:11 say manage it like it's your own
39:12 business. Take accountability for that
39:15 territory as if you're running that
39:17 business from soup to nuts because then
39:19 you'll start to really connect to, okay,
39:21 where are those weights base
39:22 opportunities? is like imagine that
39:24 you're 100% commission and imagine that
39:27 if you don't do even if it's five calls,
39:31 if that's all you could do that day
39:32 because you're backtoback with a ton of
39:34 other meetings, that's better than zero,
39:36 right? Because we know prospecting is a
39:38 numbers game as well as a quality game.
39:40 So, just look at your calendar, really
39:43 crack down on what your tasks are that
39:46 you need to get done to make sure that
39:47 that revenue generating activity is
39:50 happening. Um, and honestly, I would say
39:53 this happened to me. Talk to your
39:55 manager if you've got a bunch of stuff
39:56 that's pulling you away from those
39:58 revenue generating tasks, i.e. internal
40:01 meetings. This was my exact scenario. I
40:04 was managing a team and I was being
40:06 pulled into all these other internal
40:07 meetings. I was actually flying up to
40:09 Toronto to be with my team. They
40:12 wouldn't even see me the whole week I
40:13 was there. I was in boardrooms. And so,
40:14 I was like, I'm not managing my team.
40:17 Their quota is my quota. I need to be in
40:19 the field with them. Um, and so I had to
40:21 talk to the SVP of sales and say like
40:23 you unless I'm presenting, you can tell
40:26 me what happened in this meeting. Um,
40:28 and I need to free up that time. So
40:31 really get get own your calendar and own
40:34 um, you know, protect the time that you
40:36 need to make those calls because
40:38 otherwise you will just focus on closing
40:40 deals and that's great until there's
40:42 nothing left there to close.
40:43 >> Yeah. Now, from like a manager's
40:45 perspective and looking at that full
40:47 cycle individual, you know, how are
40:50 because obviously you're not going to be
40:51 like, well, don't pay attention to
40:52 closing that deal, make these cold calls
40:54 instead. How are you adjusting maybe
40:56 your perspective? How do you accommodate
40:58 that? I mean, is it just purely looking
41:00 like, all right, they got enough down
41:01 there. I don't mind that they're a
41:03 little like they're trying to close five
41:04 deals. I don't mind that they haven't
41:05 prospected this week. Is it that simple
41:07 or is it a little bit more complex and
41:08 like more to consider? Well, I think it
41:11 would really depend on the rep again,
41:12 like looking at their calendar with them
41:14 and saying like, "Okay, where are you
41:15 finding the time? Where are you
41:17 overwhelmed?" Like, "How can I enable
41:19 you in more ways? Is there something we
41:21 can automate? Is there a system that you
41:23 could use or a program that you could
41:24 use that would help take some of these
41:26 tasks off your, you know, the number one
41:27 thing I hear from everyone is always CRM
41:30 hygiene. Um, you know, like I I would
41:32 prospect more, but the phone numbers are
41:33 all wrong or the accounts are wrong or
41:35 there's a thousand duplicates in
41:36 Salesforce. I know people are twitching
41:37 right now, the trauma. Um, I get it. Um,
41:40 and I understand it's a real problem,
41:42 but you're focused so much on the
41:43 roadblocks that you're not looking at
41:45 the solution. So, I think that's where
41:46 your manager has to come in and help you
41:48 focus as much as possible. And it's
41:50 like, okay, if you're really having
41:51 trouble with that CRM hygiene, and it is
41:53 a a real roadblock into our
41:55 productivity, then let me go find
41:58 solutions um whether that's software or
42:00 whatever um consulting firm to clean it
42:02 up, I AI program, whatever. that should
42:04 be my job to really try to remove that
42:06 roadblock as much as possible so that
42:08 that's no longer the case. But I think,
42:10 you know, as a manager, having seen
42:12 sales reps so many times come up with
42:15 every excuse not to prospect, it does
42:17 come down to, okay, what are you, you
42:19 know, tell me every day, what are you
42:20 doing? What are you spending your time
42:21 on? Um, and let's let's kind of break
42:23 this down because if you're not getting
42:25 those new leads into pipeline, it's a
42:27 balance, right? If you're not having a
42:28 balanced pipeline, then uh unless you're
42:30 get you've got an inbound engine at that
42:33 company that's feeding you those leads
42:35 and they're qualified and they're
42:36 working out, that's the only excuse not
42:38 to prospect. It's you got an inbound
42:40 engine that's going to serve it to you.
42:42 Um but otherwise, if you got to hunt,
42:44 then you better be hunting.
42:45 >> Yeah, I like that a lot of it. The onus
42:47 actually being on the manager to make
42:49 sure that the time is available, not on
42:52 the seller to figure out how to make
42:53 that time available. Obviously, if
42:54 you're the seller in the situation,
42:56 >> you know, take some responsibility,
42:58 manage up, but really at the same time,
43:00 manager needs to go there and if they
43:01 hear any excuses, go solve the excuse
43:03 for why they can't prospect because they
43:05 also have to close the deals. I mean,
43:07 let's realistically,
43:09 we want everyone doing it. There is a
43:11 focus on getting something over the line
43:13 and, you know,
43:14 >> Oh, yeah. Yeah.
43:14 >> No, and and that's I mean, obviously, if
43:16 nothing's closing, that's a bigger
43:18 problem. Um, you know, that that comes
43:19 with a lot of things. Are you taking the
43:21 time to close it? Do you not know how to
43:22 negotiate? Are you getting stuck in
43:24 legal? Are you getting stuck in
43:25 procurement? Like there's so many
43:27 different sections in which we could be
43:28 looking at roadblocks. Or is it that
43:30 you're not qualifying? If you're not
43:32 qualifying your leads right and they
43:34 stall in the mid- pipeline and we cannot
43:35 get them over the line, that's a whole
43:37 other set of issues. So no, that is also
43:39 I mean unless you've got a revops team,
43:41 which you know it must be a dream.
43:43 Again, I worked for startups. We did not
43:44 have all these different roles that were
43:46 responsible for all these different
43:47 things. But if you have a revops team
43:48 that's analyzing your pipeline like that
43:50 and can provide some of that data and
43:51 answers, great. Otherwise, managers step
43:54 up and figure it out.
43:55 >> Yeah. All right, Lisa, we are way over
43:58 time. I really appreciate you taking the
43:59 extra time. I think we could do three
44:01 hours of this conversation and go
44:02 >> I I as a salesperson, I can talk about
44:04 nothing forever. Yeah,
44:06 >> I don't think there's been nothing. Um,
44:07 but I do want to respect your time and
44:09 the upfront contract we had with it. Uh,
44:12 but one last question. If somebody's
44:13 listening in and there's one thing that
44:15 they got to take and apply as an AE to
44:17 their own role, their SDR's their own
44:19 role, like a a manager, um what's that
44:21 one thing they got to, you know, make
44:23 sure that if they heard one thing from
44:24 you, it's this thing.
44:26 >> Yeah. Well, I this is kind of just top
44:29 of mind because we were just talking
44:30 about it, but I would say a really easy
44:32 thing to do is look at your calendar.
44:34 Look at the tasks that are taking up
44:35 time each week. Look at your pipeline.
44:38 How is it balanced? look at those two
44:40 things side by side and really
44:42 recalibrate. What am I prioritizing?
44:44 This is something I personally got have
44:46 gotten wound up in a bunch of times is
44:48 there are tasks that seem urgent that
44:51 really aren't. They're urgent because
44:52 they're in front of your face. It's like
44:54 the same thing as notifications on your
44:55 phone or on your watch or whatever. Like
44:57 they seem urgent because they're in your
44:59 face. Once you sit down and make a list,
45:02 this is everything that I do in a day in
45:04 a workday and this is how many of them
45:06 are revenue generating. Can I talk to
45:08 somebody about alleviating some of these
45:11 other tasks? And is it realistic for us
45:13 to look for a way to actually do that?
45:15 Um, I would say that would be my first
45:17 thing is look at the balance of that
45:18 pipeline and then look at your calendar
45:21 and how can you do better together.
45:24 >> Yeah.
45:24 >> Yeah. And make sure you have create that
45:26 time. Get the bad stuff out of the way
45:28 so you can do the important stuff like
45:29 prospecting.
45:30 >> Yeah. Exactly. Exactly. And make a plan.
45:33 Make a plan. Calendar block. Make a
45:34 plan.
45:35 >> Appreciate it. All right, Lisa. Thank
45:36 you so much for coming on and sharing
45:37 some wisdom with us. There's plenty
45:39 more. I mean, we'll have to have you on
45:41 another time.
45:42 >> Yeah, sounds good.
Questions answered in this episode
What qualities should leaders look for when hiring SDRs?
Look for evidence of resilience, coachability, curiosity, initiative, and professional presence. Candidates may demonstrate those qualities through athletics, creative work, or another passion where they faced setbacks and kept improving. Leaders should also be transparent that the job is sales: it carries a quota, activity expectations, visible performance, and responsibility for representing the company to customers.
How should sales managers respond to early performance problems?
Address the signals early instead of assuming more time will solve them. Use CRM metrics with the proper context, inspect whether automated outreach is accurate and personalized, ask the seller how they believe the work is going, and clarify what coaching or enablement could help. When the underlying fit or attitude is not there, an honest conversation can help both the person and the team move forward.
How can full-cycle sellers protect prospecting time while closing active deals?
Compare the calendar with pipeline coverage and reserve time for revenue-generating outreach, even when only a few calls fit into a busy day. Sellers should manage their territory like a business and raise recurring roadblocks. Managers should remove unnecessary internal meetings, poor CRM data, and other obstacles so prospecting continues before the existing pipeline runs dry.
