Automating Sales Workflows: When to Use Automation Over Chat

Automating Sales Workflows: When to Use Automation Over Chat

By Sean O'Shaughnessey

In sales management, there’s often some confusion about when to use artificial intelligence chat interfaces versus automation workflows. Chat interfaces are ideal for creative problem-solving, learning, and strategic research, while automation excels in repetitive, high-volume, data-driven sales tasks. The trick is to recognize when consistency and scalability are more important than customization.

Automation delivers consistent execution, eliminates human error, and operates 24/7. Sales leaders can rely on it for triggered communications, data synchronization across systems, CRM updates, and compliance tasks that require accuracy and complete audit trails. By moving these routine tasks into automated workflows, sales teams free up valuable time for relationship building, revenue generation, and refining sales strategies.

Real-world examples highlight the impact: a team once spent three hours daily crafting manual follow-up emails. Shifting to automated sequences not only saved time but also improved messaging consistency and pipeline response rates. Similarly, another team utilized automation to synchronize sales data across six systems, thereby eliminating bottlenecks and enabling sellers to focus fully on sales.

Hybrid approaches really take things to the next level! By merging human creativity in chat interactions with the quick and precise power of automation, businesses can craft workflows that beautifully balance personalized service with the ability to grow. This type of teamwork enhances value-driven selling, sharpens business skills, and accelerates revenue management throughout the sales journey.

Avoiding common pitfalls is essential. Overengineering automation, failing to consider team skills, or building systems in isolation can slow progress. The most effective strategies focus on simple, well-integrated workflows that evolve as business needs change.

The future of B2B sales isn’t about choosing between humans and AI. It’s about humans amplified by AI. Let’s build that future together.

If you’d like to explore this topic in more depth, a podcast episode is available that covers all this information and more. You can find the link below and consider subscribing to the podcast AI Tools for Sales Pros on your favorite podcast player.

From 10 to 100 Customers: Scaling Your Sales Process for Growth

From 10 to 100 Customers: Scaling Your Sales Process for Growth

By Sean O'Shaughnessey

For founders of companies, the journey of a business is a narrative of evolution, growth, and constant adaptation. As salespeople, sales managers, and CEOs, we are all too familiar with the challenges and triumphs that punctuate this journey. In the world of sales, one of the most critical turning points is the transition from acquiring your first ten customers to expanding your customer base to 50 or even 100. This pivotal moment sets the trajectory of a business and is a key focus of our discussion.

When you’re starting, the founding team is focused on acquiring those first ten customers. They’re trying to find their footing in the market, identify their target audience, and refine their product or service offering. You might be customizing your product or service for each customer to ensure it fits their specific needs. However, as you aim for the next level of growth, it’s crucial to start thinking about systemizing your sales process. This will ensure efficiency and prepare you for the next level of growth. 

To scale effectively, company leaders need to standardize their product or service offering. While customization can be beneficial in the early stages, it becomes impractical and inefficient as your customer base grows. The key here is to create a product or service that can be sold repeatedly with minimal adjustments. This streamlines the sales process, making it easier for others to sell the product or service.

In the early stages of a business, the founders might be the ones doing all the selling. But as the company grows, this becomes less feasible. To reach a larger number of customers, you need to bring others on board to sell for you. This is where standardization comes into play. By standardizing your product or service, you make it easier for others to understand and sell it. 

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Sales Management with AI: Chat Interfaces vs. Automation Workflows

Sales Management with AI: Chat Interfaces vs. Automation Workflows

By Sean O'Shaughnessey

Sales organizations today face a critical decision: should they rely on interactive chat interfaces like ChatGPT, Claude, or Gemini, or should they focus on automation workflows? The answer isn’t either/or. Each approach has unique strengths, and choosing the right one directly impacts sales processes, productivity, and revenue generation.

The problem many sales teams encounter is “random implementation.” They hear about a new AI tool, adopt it quickly, and use it for the wrong purpose. The result? Chat interfaces get bogged down with repetitive work, and automation gets tasked with jobs that require creativity and nuance. Misuse not only reduces efficiency but also frustrates teams and erodes trust in artificial intelligence altogether.

So how do you know when chat is the right fit? The decision comes down to task complexity and uniqueness. Chat excels in situations that require creativity, flexibility, and human judgment. Four categories consistently stand out:

  • Creative and strategic tasks: proposals, executive messaging, strategic planning, and competitive positioning.
  • Complex problem-solving: sales opportunity strategy sessions, unique customer needs, and crisis management.
  • Learning and development: role-playing objection handling, skill coaching, and competitive intelligence training.
  • Research and analysis: prospect research, market analysis, and strategic planning.

Real-world examples show why this matters. Sales teams that use chat interfaces to refine proposals or craft custom strategies consistently achieve better win rates. Reps practicing objections with conversational AI ramp faster and perform better. Strategic analysis guided by chat tools generates insights that canned research often misses.

The key takeaway is straightforward: chat interfaces are most effective when tasks require human oversight, creativity, and iterative improvement. These are the high-value, low-frequency tasks where human expertise combined with AI delivers maximum impact. For repetitive, high-volume processes, automation is the right tool.

The future of B2B sales isn’t about choosing between humans and AI. It’s about humans amplified by AI. Let’s build that future together.

If you’d like to explore this topic in more depth, a podcast episode is available that covers all this information and more. You can find the link below and consider subscribing to the podcast AI Tools for Sales Pros on your favorite podcast player.

The AI Sales Process Map: The Ten-Stage Sales Process Framework

The AI Sales Process Map: The Ten-Stage Sales Process Framework

By Sean O'Shaughnessey

Sales leaders today often fall into the trap of using artificial intelligence tools randomly rather than systematically. This sporadic usage is like owning a Swiss Army knife but only using the bottle opener; you miss out on ninety percent of the available value. AI’s real power comes not from isolated tools but from integrating capabilities across every stage of your sales processes. When mapped correctly, AI accelerates every interaction, shortens sales cycles, and makes revenue generation more predictable.

Random AI adoption leads to inconsistent results. Some reps use it effectively, while others revert to manual methods under pressure, resulting in uneven performance. Systematic AI integration, however, compounds improvements across the entire sales cycle. Data captured at one stage strengthens the next, creating a virtuous cycle of sales success that is scalable, measurable, and sustainable. The outcome is not just faster deals, but stronger business acumen and more consistent revenue management.

The ten-stage AI sales process framework provides a structured way to apply AI:

  1. Prospecting,
  2. Outreach,
  3. Qualification,
  4. Scoping,
  5. Presentation,
  6. Economic Buyer meetings,
  7. Validation Events,
  8. Proposals,
  9. Closing,
  10. Onboarding/expansion.

Each stage leverages AI differently, from intent data analysis in prospecting to AI-driven customer success monitoring post-close. Integration ensures that research informs outreach, discovery guides scoping, and validation improves proposals. By connecting the entire workflow, sales teams gain predictable processes and continuous optimization opportunities.

Process-based implementation builds competitive advantage. Competitors can replicate isolated AI tools, but systematic integration across sales strategies and sales management creates a differentiated approach that scales with growth. Consistency across the team reduces dependency on individual skill differences, enhances messaging, and strengthens value selling.

The measurement framework behind this approach ensures continuous improvement. Stage-specific conversion rates, velocity metrics, and data quality indicators guide refinements. Weekly reviews, monthly AI effectiveness assessments, and quarterly adjustments keep teams aligned while maximizing ROI from AI investments. Over time, these optimizations compound, creating a performance engine that drives long-term revenue generation.

The future of B2B sales isn’t choosing between humans and AI. It’s humans amplified by AI. Let’s build that future together.

If you’d like to explore this topic in more depth, there’s a podcast episode that covers all of this information and more. You can find the link to the episode here and consider subscribing to the podcast AI Tools for Sales Pros on your favorite podcast player.

Mastering Sales Channels: How to Align Your Strategy for Maximum Impact

Mastering Sales Channels: How to Align Your Strategy for Maximum Impact

By Sean O'Shaughnessey

Understanding the dynamics of sales channels can transform how businesses approach their markets. Many sales professionals, whether they are salespeople, managers, or CEOs, often miss a critical distinction: the difference between the product they are selling and the value it provides. 

This gap in understanding can lead to suboptimal sales performance, particularly in environments where products are sold through intermediaries, such as distributors, referral partners, or dealer networks. The challenge is not just about knowing your product, but also about understanding how to position it in a way that resonates with every player in the sales chain.

Sales success starts with recognizing who your true customer is. In sales management or channel sales, the end customer is often not the person you interact with directly. Instead, your “customer” might be the intermediary, your distributor, reseller, or even your own sales team. These intermediaries are the ones who ultimately connect your product to its final user. If you don’t understand their challenges, motivations, and context, you risk failing to equip them with the necessary tools to succeed. Are you selling a product’s features, or are you helping them understand how to sell it effectively? This distinction is vital.

When selling through intermediaries, the emphasis should shift from “what the product does” to “how the product can be sold.” Your distributors or referral partners don’t need every technical detail of your product. They need clarity on how it solves problems for their customers, how it fits into their existing offerings, and how they can position it to drive sales. 

The goal is not to overwhelm your partners with information but to provide actionable insights that align with their specific needs. If you’re focusing solely on product features, you’re likely missing the mark.

Salespeople and sales managers must also recognize the game they are playing. Are you selling a commodity, a widely available product, or an exclusive offering? Each scenario demands a different strategy. 

Commodities often compete on price, necessitating bulk sales or value-added services to differentiate themselves. Widely available products often rely on relationships, service quality, or unique add-ons to differentiate themselves. Exclusive products, on the other hand, can often avoid price wars by emphasizing their uniqueness and superior quality. Knowing which game you’re in allows you to tailor your approach and avoid misaligned strategies.

For small businesses and solopreneurs, the challenge lies in effectively managing referral partners. Referral partnerships are a powerful way to generate leads, but they require careful management and oversight. 

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AI Isn’t Replacing Salespeople, It’s Giving Them a Competitive Edge

AI Isn’t Replacing Salespeople, It’s Giving Them a Competitive Edge

By Sean O'Shaughnessey

AI isn’t replacing salespeople, it’s making them more effective. The real risk isn’t losing your job to AI; it’s losing to a competitor who uses AI better than you do. Sales professionals who integrate AI into their workflow will outperform those who don’t. 

It’s not about technology taking over but about using technology to gain an edge. The market is becoming increasingly competitive, and the most efficient salespeople will emerge victorious.

Time is a salesperson’s most valuable asset. 

Every minute spent on administrative tasks is a minute not spent selling. AI helps reclaim those lost hours. Tools that automate writing, scheduling, and research allow salespeople to focus on what matters: building relationships and closing deals. If you’re not leveraging AI to increase productivity, you’re leaving opportunities on the table.

Sales emails need to be clear and professional. AI-powered writing assistants ensure your messages are polished and effective. A poorly written email can cost you a deal. AI tools catch grammatical mistakes, improve clarity, and even suggest more effective phrasing. This isn’t just about looking professional; it’s about being understood. 

If your message isn’t clear, it won’t convert.

Presentations are another time-consuming task. AI can generate professional decks in minutes. Instead of spending hours designing slides, salespeople can focus on developing effective strategies. AI-powered tools create branded, structured presentations based on simple inputs. This ensures consistency while saving time. Sales professionals who utilize AI for presentations can focus on delivering insights rather than formatting slides.

CRM systems are the backbone of sales operations. AI enhances CRM by automating data entry, tracking customer interactions, and suggesting next steps. Salespeople often struggle with keeping CRM data updated. AI reduces this friction by automatically capturing and organizing information. A well-maintained CRM leads to better forecasting and stronger customer relationships. 

If your CRM doesn’t have AI capabilities, it’s time to upgrade.

AI-driven insights enable sales managers to make more informed decisions, rather than relying on instinct. Managers can use AI to analyze performance trends, identify coaching opportunities, and predict revenue outcomes. AI doesn’t replace leadership; it enhances it. 

Sales managers who adopt AI can build stronger teams and achieve better results. Ignoring AI in sales management is a strategic mistake.

Lead generation is another area where AI adds value. AI-powered tools can analyze vast amounts of data to identify high-potential prospects. Instead of spending hours researching leads, salespeople can receive AI-generated recommendations. This allows for more targeted outreach and higher conversion rates. AI doesn’t just find leads, it finds the right leads.

Sales follow-up is often inconsistent. AI ensures follow-ups happen at the right time with the right message. Automated reminders and AI-generated responses keep deals moving forward. 

A well-timed follow-up can be the difference between closing a deal and losing it. AI helps salespeople stay on top of their pipeline without relying on memory.

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Two Tall Guys Talking Sales – How Sales Leaders Use CRMs to Align Sales Processes, Value Selling, and Revenue Management – Episode 152

Two Tall Guys Talking Sales – How Sales Leaders Use CRMs to Align Sales Processes, Value Selling, and Revenue Management – Episode 152

By Sean O'Shaughnessey

In this episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey build on last week’s discussion of qualification methodologies and take the conversation further—into how these frameworks should live inside your CRM. From aligning sales processes with the buyer’s journey to enforcing accountability at each stage, this conversation offers practical strategies that every sales leader and salesperson can implement. Expect a deep dive into sales management, revenue generation, sales processes, and how value selling thrives when marketing and sales teams work in sync.

Key Topics Discussed

  • Why your CRM is the right home for qualification methodologies (00:48)
  • Best practices for embedding qualification questions into sales processes (02:01)
  • How sales leaders enforce discipline and consistency across teams (03:18)
  • Eliminating Excel spreadsheets and consolidating data for effective revenue management (05:12)
  • Aligning marketing collateral with sales strategies to support qualification and value selling (06:00)
  • Real-world stories of late-stage deal failures caused by missing buyer-side approvals (10:21)

Key Quotes

  • Kevin Lawson (05:12): “Oh, please, oh, please evacuate Excel spreadsheets from your solution guide… For the purposes of this discussion, we want to strenuously avoid having third-party apps disconnected from your system.”
  • Sean O’Shaughnessey (10:40): “There is nothing worse than missing your quarterly number because you didn’t know how they were going to buy… Knowing the paperwork process is the difference between celebrating the win and missing your commission check.”
  • Kevin Lawson (14:10): “Having a qualification methodology mapped into your CRM, aligned with a buyer’s journey and supported by marketing resources, gives you a fully wrapped system that prevents that dreaded CEO call asking, ‘What’s the status of that deal?’”

Additional Resources

A Significant Actionable Item from this Podcast

Embed your qualification methodology directly into your CRM, tied to each stage of your sales process.

Don’t let critical deal information reside inside spreadsheets or Word docs; configure your CRM so progression requires those qualification questions to be answered. This not only improves sales accuracy but also enhances revenue management, ensures consistency across your team, and creates alignment with marketing resources to drive value selling.

Summary

This episode of Two Tall Guys Talking Sales is a must-listen for anyone serious about building sustainable sales success. Sean and Kevin reveal how sales strategies such as qualification methodologies come to life when fully integrated into CRM-driven sales processes. You’ll learn why sales management must prioritize data consistency, how business acumen prevents late-stage deal disasters, and how aligning messaging between sales and marketing fuels stronger revenue generation. If you want practical insights on improving your sales processes and elevating your organization’s performance, download this episode today and start putting these best practices to work.

Two Tall Guys Talking Sales – Why Consistent Sales Strategies Win: Forecasting, Messaging, and Revenue Management – Episode 151

Two Tall Guys Talking Sales – Why Consistent Sales Strategies Win: Forecasting, Messaging, and Revenue Management – Episode 151

By Sean O'Shaughnessey

In this episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey delve into the crucial role of deal qualification in driving sales success. From simple frameworks like BANT to advanced methodologies such as MEDDIC and MEDDPICCC, Kevin and Sean explain how consistent sales processes, value selling, and business acumen can sharpen forecasting, strengthen messaging, and ultimately accelerate revenue generation. Whether you’re managing a sales team or selling solo, this discussion will help you refine your sales strategies and improve your revenue management outcomes.

Key Topics Discussed

  • The cooking analogy for sales qualification – how preparing a meal mirrors building consistent sales processes 
  • Why full qualification matters – reducing forecast slippage, aligning solutions to customer needs, and driving predictable revenue generation.
  • BANT explained – Budget, Authority, Need, and Timeline as a simple framework for qualifying deals 
  • Beyond BANT – an overview of advanced methodologies such as SPIN, SPICED, and NEAT for value selling in complex deals 
  • Deep dive into MEDDIC and MEDDPICCC – why metrics, the economic buyer, and champions are essential for enterprise-level sales success 
  • The importance of sales management consistency – ensuring every salesperson in an organization qualifies deals with the same discipline 

Key Quotes

  • Kevin Lawson : “When you close things better, when you have more deal intelligence or customer intelligence or relationship intelligence gained through a qualifying methodology, you end up being better able to serve a customer.”
  • Sean O’Shaughnessey : “If you have five salespeople trying to qualify deals, you want them to qualify them the same way—consistency matters because it creates repeatable sales success.”
  • Sean O’Shaughnessey : “Every deal needs a champion. If you can get a champion to sell for you when you’re not there, you are far more likely to win.”

Additional Resources

  • HubSpot Blog: A Guide to Sales Qualification Frameworkshttps://blog.hubspot.com/sales/6-popular-sales-methodologies-summarized
  • The Qualified Sales Leader by John McMahon is an essential read on MEDDIC from one of the most successful sales leaders in software history. https://a.co/d/76089W7
  • Join the B2B Sales Lab for 90 days free and access practical community discussions on sales strategies, revenue management, and messaging. https://b2b-sales-lab.com

A Significant Actionable Item from this Podcast

Select and consistently implement one sales qualification framework across all your deals.
Whether you adopt BANT for simplicity or MEDDPICCC for enterprise-level selling, consistency in qualification builds stronger forecasts, improves customer alignment, and accelerates revenue generation. Decide on one methodology, train your team, and hold yourself accountable to using it every time.

Why You Should Listen

This episode is packed with practical insights for salespeople, managers, and business leaders committed to improving revenue management and sales success. Kevin and Sean take you from everyday analogies to advanced enterprise strategies, showing why consistent qualification is the backbone of predictable growth. If you want sharper sales processes, better forecasting, and stronger messaging that supports value selling, you won’t want to miss this conversation. Download now and start applying these proven sales strategies to your own pipeline.

Two Tall Guys Talking Sales – Sales Strategies That Outperform AI Tools: ICP, Value Selling, and Revenue Management – Episode 150

Two Tall Guys Talking Sales – Sales Strategies That Outperform AI Tools: ICP, Value Selling, and Revenue Management – Episode 150

By Sean O'Shaughnessey

In today’s fast-changing sales landscape, everyone is talking about AI, automation, and digital tools, but are these the keys to sales success? In this episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey explore why documenting your sales processes, defining your ideal client profile (ICP), and sharpening your value selling approach must come before chasing shiny new technologies. Whether you’re leading a sales team or building revenue generation strategies as a business owner, this episode delivers practical advice for aligning business acumen with modern sales strategies.

Key Topics Discussed

  • [00:01:00] The foundational role of sales processes: Why documenting your sales processes is more important than rushing into automation or AI.
  • [00:03:00] Defining your Ideal Client Profile (ICP): How knowing precisely who you should sell to drives revenue management and sales success.
  • [00:06:00] AI without ICP is useless: Kevin explains why AI and automation fail without strong sales strategies and a written ICP.
  • [00:09:00] Automating bad processes makes junk faster: Sean shares insights from decades in sales and automation.
  • [00:12:00] Real growth impact: Data showing how companies with a documented ICP experience higher win rates, deal closure, and long-term revenue generation.

Key Quotes

  • Kevin Lawson [00:06:00]: “AI tools don’t work unless they are programmed to know what you’re trying to look for. If your value proposition and ICP aren’t documented, you’ve basically bought another untrained person.”
  • Sean O’Shaughnessey [00:10:23]: “If you automate a bad process, all you do is make junk faster. Get the basics right first.”
  • Sean O’Shaughnessey [00:12:57]: “Companies with a documented ICP have an account win rate 68% higher than those without one. That’s the power of clarity in sales processes.”

Additional Resources

  • Exclusive whitepapers on Ideal Client Profiles and Value Selling Propositions are available inside the B2B Sales Lab Community. www.b2b-sales-lab.com and go to the Sales Resources section.
  • Previous episode: Winning Sales Strategies for Productive, High-Impact Pipeline Reviews https://podcasts.apple.com/us/podcast/winning-sales-strategies-for-productive-high-impact/id1668686029?i=1000721736213

A Significant Actionable Item from this Podcast

Write down your Ideal Client Profile (ICP).

Even if you think you already know your best customers, putting it in writing transforms sales management and revenue generation. A written ICP sharpens your messaging, aligns your sales processes, and empowers value selling. Without it, AI tools and automation will fail to deliver meaningful results.

Why You Should Listen

If you’re serious about sales success, this episode is a must. Kevin and Sean break through the noise of AI hype to uncover the timeless truths of revenue management, sales strategies, and business acumen. Learn how to strengthen your sales processes, improve messaging, and drive consistent revenue generation. Packed with stories, data, and practical wisdom, this episode equips you with the clarity needed to win more deals and build long-term sales success.

Two Tall Guys Talking Sales – Winning Sales Strategies for Productive, High-Impact Pipeline Reviews – Episode 149

Two Tall Guys Talking Sales – Winning Sales Strategies for Productive, High-Impact Pipeline Reviews – Episode 149

By Sean O'Shaughnessey

Pipeline reviews don’t need to feel like an ambush. In this episode, Kevin Lawson and Sean O’Shaughnessey break down how to turn pipeline meetings into high-value working sessions that improve sales management, strengthen sales processes, and accelerate revenue generation. The conversation focuses on preparation discipline, trust, and transparency, as well as a practical playbook for advancing complex deals through relationship mapping and peer-to-peer executive engagement.

You’ll hear straightforward sales strategies you can implement immediately, whether you lead a large enterprise team or a small, founder-led organization. Expect a sharp focus on business acumen, value selling, and the day-to-day messaging that keeps deals moving. The result is a meeting format that fuels sales success and better revenue management, not another hour of defensive status reporting.

Key Topics Discussed

  • Make pipeline reviews not suck — Focus the agenda on the few deals that genuinely need help; skip deep dives on healthy opportunities. [~00:00:00]
  • The salesperson’s prep checklist — Current notes, clear qualification status, and a concrete next step; never open with “I need to get a meeting.” [~00:03:00]
  • Trust, transparency, and speed — Why open admission of gaps prevents executive “gotchas” and keeps the team collaborative. [~00:04:34–00:05:34]
  • Taming the “big deal” distraction — How sales leaders manage CEO attention and ensure one opportunity doesn’t hijack the meeting. [~00:07:52–00:08:20]
  • Relationship mapping for top deals — Title-to-title engagement, executive assignments, and the “11-on-11” football metaphor for flawless execution. [~00:09:00–00:11:55]
  • Adapting for smaller orgs — Three-on-three analogy, “weaponize” your internal team as peer resources, and coach reps to lead 1:1s. [~00:12:30–00:15:06]

Key Quotes

  • Sean O’Shaughnessey [~00:01:36]: “Bring up the ones that hurt, the deals where you need help. Wouldn’t it be nice to get helped in a pipeline review instead of just being told to ‘get your ass out there and go work on it’?”
  • Kevin Lawson [~00:05:00]: “Transparency is our key that will keep us moving forward and fast. Sales pipeline meetings don’t have to be the Spanish Inquisition.”
  • Sean O’Shaughnessey [~00:11:34]: “Run your top deals like you’re running a football team, every player knows their assignment, and you execute flawlessly.”
  • Kevin Lawson [~00:14:33]: “For one-to-ones, the salesperson should be leading the meeting, your job is to coach them to bring challenges you can clear.”

Additional Resources (mentioned in the episode)

  • Sales Meeting Agenda Templates — Free downloadable agendas for effective pipeline reviews and 1:1s (from Sean and Kevin’s sites).
  • B2B Sales Lab Community — A peer-led forum to refine sales strategies, strengthen messaging, and accelerate revenue generation. https://b2b-sales-lab.com/

A Significant Actionable Item from this Podcast

Adopt the “Help-First Pipeline Review” and Relationship Map.

Before your next review, split your pipeline into two lists: On-Track and Needs Help. Use meeting time almost exclusively on the “Needs Help” list. For each flagged deal, arrive with: (1) current status and qualification level, (2) the single next step, and (3) a relationship map that pairs your execs and functional leaders title-to-title with the customer’s counterparts (CEO↔CEO, CFO↔CFO, VP Eng↔VP Eng). Assign those internal players specific outreach tasks and deadlines. This simple shift transforms pipeline reviews into working sessions that improve sales management, sharpen sales processes, and advance value-based conversations, fast.

Two quick tips to lock it in:

  1. Never start with “I need to get a meeting.” Instead, say, “I’m trying to reach Larry; here are the three touches I’ve already made and my next move.”
  2. Preempt “big deal” derailments by updating its status in CRM ahead of time and summarizing it briefly; then return to the prepared “Needs Help” list.

Summary

If pipeline reviews feel like public performance reviews, this conversation will reset the culture. Kevin and Sean outline a decisive, repeatable approach that blends business acumen, crisp messaging, and practical value selling to move deals. By prioritizing help over inspection, mapping peer-to-peer relationships, and coaching reps to lead, you’ll turn a dreaded ritual into a lever for sales success and consistent revenue management. Queue it up, your next pipeline meeting can actually be the best hour of your sales week.