The Three Pillars of Sales Success: Ideal Client Profiles, Effective Messaging, and Aspirational Offers

The Three Pillars of Sales Success: Ideal Client Profiles, Effective Messaging, and Aspirational Offers

Let’s start this article with a rhetorical question to the sales professionals, sales managers, or CEOs: Have you ever found yourself guilty of sending messages to prospects without fully considering their specific needs or how your offer aligns with them?

If so, you’re not alone—this is a common pitfall in sales. The good news is, it’s entirely fixable by developing a straightforward, strategic approach.

An effective sales strategy hinges on three core components: defining your ideal client profile (ICP), crafting a resonant message, and presenting a compelling offer. These elements are interconnected. Mastering their alignment will significantly enhance your sales effectiveness.

Ideal Client Profile

Let’s start with the ideal client profile. How well do you know the companies you’re targeting? Identifying your ideal customer is foundational to your entire sales approach. It’s not enough to say that your market is “small businesses” or “tech companies.” Instead, think about your best clients—the ones you genuinely enjoy working with, who value your product, and who generate profitable, sustainable business. Think about companies that rarely devalue your product or service by asking for a discount. What do these clients have in common?

Now that you have your favorite customers from above, reflect on your top five or ten accounts. Are they in the same industry? Do they share similar challenges or company structures? Perhaps they all have common goals that your product consistently solves. Pinpoint these commonalities. This process will help you create a precise and actionable ideal client profile.

But don’t stop at company-level characteristics. Remember, even in B2B sales, you’re ultimately selling to individuals. Identify the specific roles or buyers within these organizations that are responsible for making buying decisions. Who are these decision-makers? What motivates them personally and professionally? Do they all have the same kind of college education? Do they all have similar career paths? Understanding the people behind the logo makes your outreach more personal, targeted, and effective.

What is your message?

Once you’ve developed a clear picture of your ideal client and the people within those companies, the next step is crafting a message that reflects your value-selling message. This message is how you communicate your value proposition—it’s the bridge between your product and your prospect’s needs. Too often, sales messaging falls flat because it focuses heavily on the seller rather than the buyer. Statements that emphasize “we,” “I,” or “our product” rarely resonate deeply. Instead, effective messaging highlights the customer’s perspective, clearly communicating the benefits they will experience.

Consider your value selling proposition (your message) carefully. If you’re consistently receiving inquiries that don’t match your offering, such as prospects reaching out for unrelated services, this signals a misalignment. Your messaging should explicitly and directly address your ideal client’s goals and aspirations. Ask yourself, “If I were my ideal client, would this message resonate with me?”

A practical exercise to refine your messaging is the three-column method. On a blank page, create three columns. Column one lists your target prospects. Column two identifies the specific goals your product or service helps the prospect achieve. The third column—the most important one—defines how your prospects measure value. This last column isn’t about your features; it’s about the outcomes your customers genuinely care about, expressed in their language.

Over time, you’ll notice patterns in this third column. These patterns can become the cornerstone of your marketing and messaging strategies. By clearly articulating value in your client’s terms, your outreach becomes significantly more compelling.

Your offer to help the prospect achieve their goals

Now, let’s discuss the third critical component of your sales strategy: your offer. Many sales professionals misunderstand what constitutes an offer. It’s not your pricing structure, discounts, or terms. Instead, your offer encapsulates the transformative value your product or service delivers. Your offer is how your solution makes your customer’s business better, easier, more profitable, or more competitive.

Think about it this way: your prospects have a current state and a desired future state. Your offer is the vehicle that bridges this gap, enabling them to reach or even surpass their aspirations. To illustrate, consider a car manufacturer’s advertisement. Instead of emphasizing the car’s features—four wheels, doors, and mirrors—they highlight the vehicle’s safety, showing a family surviving a severe collision. The offer, in this case, isn’t just a car; it’s peace of mind, safety, and protection for loved ones.

Applying this concept to your own sales strategy, ask yourself: What ultimate benefit does my client achieve by investing in my product or service? If you’re selling sales coaching or consulting, you’re not merely offering advice or strategies. Instead, you’re providing outcomes like predictable revenue growth, scalable processes, and enhanced team performance. You’re offering your client the capability to achieve their business goals consistently, hire confidently into proven systems, and forecast revenue reliably.

To effectively communicate your offer, focus on aspirations rather than baseline improvements. If a prospect’s stated goal is to increase efficiency by twenty percent, demonstrate how your solution can help them achieve thirty or even forty percent improvement. Positioning your offer aspirationally differentiates you from competitors and provides clients with a compelling reason to choose your solution.

Refine all three until they are symbiotic

All three components—ideal client profile, message, and offer—are closely intertwined. You can’t develop a resonant message without first understanding your ideal client. You can’t articulate a meaningful offer without clearly knowing what your client values. Therefore, it’s essential to approach these elements as interconnected pieces of your strategy. You may start by defining your client profile, then craft your message and offer, but you’ll likely revisit and refine each component multiple times. This iterative process ensures alignment and effectiveness across your entire sales approach.

Implementing this strategic framework brings clarity and consistency to sales managers and CEOs who oversee sales teams. It provides your salespeople with clear guidelines on whom to target, how to communicate, and what compelling value to emphasize. This alignment also facilitates better forecasting, pipeline management, and revenue predictability—critical outcomes for any business leader seeking growth and stability.

Remember, as a salesperson or sales manager, your role extends beyond closing deals. You are responsible for generating revenue that sustains your entire organization. From manufacturing and finance to distribution and administration, your colleagues depend on your effectiveness. Approaching your sales strategy with this mindset underscores the importance of clarity, intentionality, and strategic alignment.

Consider the opportunities you lost when your ideal client profile, message, and offer are not aligned. Prospects may misunderstand your value, ignore your outreach, or mistakenly categorize your solution. Alternatively, a clearly articulated strategy positions your product or service as an essential investment, reducing friction in the sales process and accelerating deal velocity.

Finally, remember that refining your sales strategy is an ongoing process. Market conditions evolve, client priorities shift, and competitive landscapes change regularly. Periodically revisiting your ideal client profile, messaging, and offers ensures that your sales approach remains current and effective.

As you move forward, set aside dedicated time to assess and refine these strategic components. Engage your sales team in collaborative discussions around client needs, messaging effectiveness, and offer positioning. Encourage open feedback loops to improve and adapt your strategy continually. Building this discipline into your sales culture fosters agility, responsiveness, and sustained growth.

In your following outreach, pause before hitting send. Reflect carefully:

  • Does your prospect perfectly match your ideal client profile?
  • Does your message clearly articulate the benefits they’ll receive, framed in their language?
  • Is your offer aspirational, compelling, and clearly differentiated from competitors?

By answering these questions affirmatively, you significantly increase your chances of resonating deeply, engaging meaningfully, and ultimately converting prospects into long-term, satisfied clients.

Your sales strategy is critical to your company’s success. By clearly defining your ideal clients, crafting messages that resonate deeply, and presenting compelling, aspirational offers, you build a robust foundation for growth. Invest in refining these elements today, and watch your sales effectiveness soar.

Here Are Four Actionable Steps Sales Leaders Can Implement Today:

  1. Clearly Define Your Ideal Client Profile
    Take time today to analyze your top five to ten customer accounts. Identify common characteristics, such as industry, company size, pain points, and roles of decision-makers. Document these findings into a precise, detailed ideal client profile to guide immediate targeting and messaging.
  2. Conduct a Messaging Audit Using the Three-Column Method
    Grab a sheet of paper and create three columns: one listing your target prospects, the second identifying the specific problems your solution addresses, and the third outlining how your prospects measure value (using their own language). Complete this exercise today to ensure your messaging genuinely resonates with your ideal clients.
  3. Reframe Your Offer Around Client Aspirations
    Review your current sales materials and outreach communication. Shift your messaging from focusing on product features or incremental improvements to emphasizing transformational outcomes, such as dramatically improved efficiency, increased profitability, or greater competitive advantage. Clearly articulate the aspirational benefits your clients truly desire.
  4. Schedule Regular Strategy Reviews
    Take immediate action by scheduling recurring meetings (weekly or monthly) with your sales team to revisit and refine your ideal client profile, messaging, and offer. Create a structured agenda to ensure ongoing alignment, responsiveness to market changes, and continuous improvement of your sales strategy.
Stop Guessing. Start Assessing: The First Step Toward Sales Growth

Stop Guessing. Start Assessing: The First Step Toward Sales Growth

Are you feeling stuck in your sales organization? You’re not alone. Many founders, CEOs, and sales leaders eventually hit an invisible wall—a growth plateau. Key deals slip away. Your top salesperson, who carries far too much weight, starts to burn out.

In these moments, the instinct is often to push harder. But what’s needed isn’t more hustle. It’s clarity. And clarity starts with a strategic sales assessment.

What a Sales Assessment Means

Too often, leaders see assessments as formalities—checklists that confirm what they already believe. That’s a mistake. An accurate sales assessment is diagnostic. It reveals what’s working, what’s broken, and what’s missing.

Revenue growth doesn’t always mean you’re on the right path. Many companies are growing despite misalignment, not because of strategic execution. Are your sales activities aligned with your market opportunity? Are you pursuing the right prospects with the right message? Or are you just getting lucky?

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Stop Guessing, Start Growing: How Strategic Sales Assessments Drive Real Revenue

Stop Guessing, Start Growing: How Strategic Sales Assessments Drive Real Revenue

You’ll eventually hit a wall if you’re running a sales organization—or wearing multiple hats as founder, CEO, and sales manager. That wall is often invisible until growth stalls, key deals slip through the cracks, or your top salesperson burns out. So, what’s the next move? It’s not more hustle. It’s assessment.

A sales assessment isn’t about checking boxes. It’s about understanding where you are, how you operate, and what’s holding you back. Too many small business leaders assume they’re doing fine because revenue is growing or the team is hitting their quotas. But are you growing at the rate your market allows? Are your sales activities aligned with your long-term goals? Are you building a repeatable system, or are you just getting lucky?

Let’s get tactical. A sales plan isn’t just a revenue target. It’s your go-to-market strategy. It defines your audience, your message, and your motion. It answers why you’re talking to those prospects and what value you’re bringing to them. Without a plan, you’re reacting instead of executing. You’re chasing leads instead of building a pipeline.

If you’re a small company—perhaps under $30 million in revenue—and selling into a national market, chances are your market potential is hundreds of millions, maybe billions. That means your market share is a rounding error, which means there’s room to grow. The question is: Are you operating in a way that allows you to capture that growth?

Even if you’re running lean, you should benchmark your performance against top-tier organizations. Not because you’re competing with them directly, but because they set the standard. What are they doing that you’re not? Where are they more efficient? How do they structure their teams? You’re leaving money on the table if you’re not asking those questions.

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Two Tall Guys Talking Sales – Know Your Numbers: A Sales Leader’s Guide to Growth Metrics – E132

Two Tall Guys Talking Sales – Know Your Numbers: A Sales Leader’s Guide to Growth Metrics – E132

As Q2 kicks into full gear, it’s time to pause and reflect—are you ahead, on pace, or falling behind on your sales targets? In this insightful episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey unpack one of a sales leader’s most crucial yet often overlooked responsibilities: knowing your numbers. With equal parts practical advice and strategic vision, this conversation walks you through the foundational metrics every sales leader should track—customer acquisition cost, average transaction size, support staffing ratios, and more. Whether you’re forecasting growth, scaling headcount, or simply trying to stay ahead of the competition, this episode is your playbook for building a metrics-driven sales organization that thrives.

Key Topics Discussed

  • Why “Keeping Score” Matters in Sales Leadership (00:00)
    Kevin kicks off the episode with a strong analogy to competitive sports, emphasizing that tracking performance metrics is non-negotiable for sales leaders aiming to grow.
  • Building a Forward-Looking Sales Metrics Matrix (00:01)
    Kevin walks through how to build a simple but powerful matrix using transaction volume, average deal size, and headcount to visualize both current performance and future goals.
  • Calculating Average Transaction Size and Quota Coverage (00:02)
    Learn how to reverse-engineer quota achievement by dividing sales goals by average transaction size to determine activity targets for your team.
  • Understanding Customer Acquisition Cost (CAC) (00:05)
    Sean breaks down the components of CAC and explains why every sales leader must know this figure to scale sustainably and profitably.
  • Debunking the “Geopolitics Are Killing Sales” Excuse (00:09)
    Sean challenges the notion that global events are valid reasons for missed quotas, reinforcing that internal execution and strategic clarity are what really matter.
  • Aligning Sales Activity with Strategic Growth Goals (00:12)
    Kevin closes the episode with a systems-thinking approach to leadership, showing how small adjustments in metrics, team development, and compensation can drive exponential growth.

Key Quotes

Kevin Lawson: “Keeping score is important. Really important. I’m talking like March Madness. Final game. Important.” (00:00)

Sean O’Shaughnessey: “If it takes you more than 20 minutes to figure out this information, then you need a better bookkeeping system.” (00:06)

Sean O’Shaughnessey: “You need to know what your average deal size is. You need to know how long it takes you to get a customer. Your CRM should be solving that.” (00:07)

Kevin Lawson: “We want to gently steer our company towards our goals. So the thinking about this process is all about knowing your numbers.” (00:12)

A Significant Actionable Item from this Podcast

Build Your Sales Metrics Matrix This Week
Start with your annual revenue goal. Break it down by the number of salespeople, average transaction value, and number of transactions needed per rep per month. Then layer in your customer acquisition cost, support staffing ratios, and expected margin. This matrix becomes your roadmap for scaling intelligently—whether you’re doubling headcount, expanding territory, or just trying to hit a consistent quota.

Episode Summary

In a world of uncertainty, Two Tall Guys Talking Sales reminds us that clarity comes from data. Kevin and Sean deliver a compelling, no-nonsense discussion about how to take control of your revenue engine by genuinely understanding the math behind your sales motion. Whether you’re a CEO, VP of Sales, or just starting to lead a team, this episode offers an essential primer on aligning your operations to your goals. Don’t miss this one—it might be the wake-up call your spreadsheet has been waiting for.

👉 Hit play now to future-proof your sales strategy by learning how to know your numbers like a pro.

Level Up Your Sales Prospecting with Advanced Research Techniques

Level Up Your Sales Prospecting with Advanced Research Techniques

A shoutout to Chris Spanier and Episode #85 of the Practical, Actionable Marketing Podcast

Sales prospecting has always been a grind. What if you could cut your research time in half and dramatically improve your outreach results?

In Episode #85 of the Practical, Actionable Marketing podcast, host Chris Spanier delivers a masterclass on how to do just that. Titled “Advanced Prospecting Research Tools,” the episode is packed with time-saving techniques and tools that help sales professionals build sharper prospect profiles faster.

As someone with over four decades in sales and sales management, I believe this kind of tactical insight makes a difference. If you haven’t already, listen to the episode. Then, come back here for a quick breakdown of what Chris covered—plus a few of my thoughts.


Why Prospect Research Matters More Than Ever

In a market saturated with sales messages, relevance is your only competitive advantage. The days of blasting generic emails to massive lists are over. Today, the winners are the ones who personalize their outreach with precision—and that begins with better research.

Unfortunately, most salespeople waste hours digging through irrelevant or incomplete data. They either under-research and go in blind or over-research and burn time on unqualified leads. The trick is finding a balance—doing more innovative research, not just more research.

That’s precisely what Chris addresses in this episode.


Build a Tiered Research Stack Based on Prospect Value

One of the most practical ideas Chris shares is a three-tiered research strategy—matching your level of research effort to the potential value of the opportunity.

  • High-value prospects deserve premium research. Tools like Nimbler, Apollo, and Snovio provide the relatively accurate contact data, firmographics, and context for tailored outreach. If you’re tight on budget, these tools often offer free plans with limited monthly records.
  • Mid-funnel prospects are well-suited for tools like LinkedIn Sales Navigator or KnowledgeNet. But here’s the twist: don’t just skim the surface of their profiles. Instead, dig into their activity feed—what they post, like, and comment on. This gives you insight into their priorities, pain points, and current initiatives.
  • Top-of-funnel prospecting at scale can be handled with data platforms like Data Axle. While the data may not always be fresh, the breadth of filters available can help you uncover new accounts that match your ideal customer profile.

This tiered approach lets you allocate your time and tools effectively, ensuring you invest the most effort where it will yield the greatest return.


Go Beyond Firmographics: Create a 360° Prospect Profile

Many sales professionals stop at company size, revenue, and industry. But those are just the basics. Chris recommends creating a “360-degree view” of each prospect.

Here’s what that looks like in practice:

  • Technographics – What software or platforms are they already using? Are they a fit for your stack?
  • Intent Data – Are they actively researching topics related to your solution?
  • Engagement History – Have they interacted with your content or team before?
  • Social Signals – What are their professional interests, and who do they engage with in their network?

When you combine these elements, you get a richer picture of the prospect and their current stage in their buying journey.


Master Boolean Search to Uncover the Hidden Gems

Advanced search operators—especially Boolean logic—can help you cut through the noise and zero in on the right leads. Chris drops a great example:

"marketing director" AND (automation OR personalization) NOT agency

This logic narrows your scope, helping you find prospects that fit your ICP more precisely. You can apply these operators on LinkedIn, Google, and many sales tools that support custom queries. It’s a slight shift that delivers big impact.


Use Trigger Events to Time Your Outreach

Timing matters in sales. A well-timed email—sent when a company has just secured funding or hired a new executive—can dramatically increase your odds of getting a response.

Chris suggests setting up Google Alerts for trigger events such as:

  • New product launches
  • C-suite leadership changes
  • Job postings that suggest a strategic shift
  • Funding rounds or acquisitions

These events signal a company’s openness to change, making it the perfect moment to introduce your solution.


Try This: Audit and Optimize Your Current Workflow

Chris closes the episode with a challenge worth taking seriously. Time how long it takes you to research ten prospects using your current method. Then, apply just one new tool or technique from this episode and time it again.

I’ve done this with sales teams; the results are consistently striking. You save time, uncover better-fit prospects, and send messages that resonate.


Final Thoughts: Practical, Actionable, and Results-Driven

Chris Spanier’s Practical, Actionable Marketing podcast consistently lives up to its name—and Episode #85 stands out. It’s a treasure trove of real-world advice bridging the marketing and sales gap.

If you’re tired of spinning your wheels on prospecting, this episode gives you the tools and tactics to move faster, smarter, and more confidently.

🟦 Listen to Episode #85 nowPractical, Actionable Marketing with Chris Spanier

📌 Take action: Choose one tactic, implement it this week, and measure the difference. The results may surprise you.

Two Tall Guys Talking Sales – Tom Gottlieb of Berkshire Hathaway Explains How Buyers Want Growth- How Sales Leaders Can Increase Company Worth – E131

Two Tall Guys Talking Sales – Tom Gottlieb of Berkshire Hathaway Explains How Buyers Want Growth- How Sales Leaders Can Increase Company Worth – E131

In this insightful episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey welcome business intermediary Tom Gottlieb of Berkshire Hathaway. Tom brings decades of experience in buying, selling, and valuing businesses across the Midwest. The conversation dives deep into what truly drives the value of a company—and how sales leaders and business owners alike can prepare their organizations for a future transition. Whether you’re a business owner considering a sale or a sales executive interested in how sales performance impacts company valuation, this episode delivers invaluable guidance. It’s part education, part strategy session, and all high-value insight.

Key Topics Discussed

  • The Three Core Approaches to Business Valuation – Asset, income, and comparative market methods explained simply and practically. (04:22)
  • Preparing a Business for Sale: Lessons from Real Estate – Why “curb appeal” matters for companies and how to improve it over time. (07:36)
  • What Buyers Want: Sales Growth, Consistency, and Processes – How prospective buyers assess the health of a business beyond profit margins. (09:00)
  • The Hidden Red Flag: When the Owner Is the Only Salesperson – Risks for buyers and strategies for mitigating dependency on the founder. (13:31)
  • Leveraging AI to Gain Competitive Market Intelligence – How technology is transforming buyer and seller knowledge in M&A. (11:32)

Key Quotes

Tom Gottlieb: “Every buyer wants the same thing: a business that works without the owner. That means strong processes, steady sales growth, and predictable profitability.” (09:01)
Sean O’Shaughnessey: “So if you don’t want to stick around after the sale, then train your sales team now—and watch the value of your company go up.” (14:16)
Kevin Lawson: “Tom, every time we talk, I walk away with something new. This episode is no exception.” (11:31)
Tom Gottlieb: “Buyers rarely show up with a bag of cash. There’s a timeline. A deal doesn’t close in a weekend—it’s often a year-long journey.” (07:00)

Additional Resources

A Significant Actionable Item from this Podcast

Start documenting your sales process today.
If you are a business owner—or advise one—and the majority of revenue hinges on a single salesperson (often the owner themselves), that’s a red flag for any future buyer. Begin formalizing your sales process, distribute responsibilities among team members, and track sales metrics consistently. This improves operational resilience and significantly enhances company value in a potential sale.

Why You Should Listen to This Episode

Selling a business isn’t just about profit, perception, process, and preparedness. In this episode, Kevin and Sean extract wisdom from Tom Gottlieb that applies to any B2B organization considering an exit in the next 3 to 10 years. It’s packed with strategic takeaways, sales insights, and behind-the-scenes truths about what makes a business attractive to buyers. Whether you’re a founder, an investor, or a sales leader, this episode will reshape how you think about long-term value creation. Tune in and learn how to make your business sell-ready—starting now.

To understand if your company is doing a great job in sales, take this quick and easy assessment: https://newsales.expert/b2b-sales-capability-assessment/

Why Cold Calling is Dead: The Shift to Relationship-Based Selling

Why Cold Calling is Dead: The Shift to Relationship-Based Selling

Building an effective sales pipeline requires a shift in strategy. Traditional cold calling has become increasingly ineffective, with decision-makers ignoring unsolicited calls and emails.

In the spring of 2021, Bank of America Corp.’s Merrill Lynch Wealth Management unit banned trainee brokers from making cold calls. According to the Wall Street Journal, it is hard to succeed with cold phone calls in an era when no one picks up. Merrill executives said personal referrals lead to a response around 40% of the time, but less than 2% of people who are cold-called even answer the phone.

Sales teams must adopt a more strategic approach, focusing on relationships rather than volume-based outreach. The key is leveraging existing networks to create warm introductions, significantly improving engagement rates and overall success.

Cold outreach has become expensive and inefficient, and the time spent dialing numbers, leaving voicemails, and sending emails that never get opened results in diminishing returns. Many executives no longer answer unknown calls, and email filters automatically sort cold outreach into spam. Even when messages get through, recipients are skeptical, assuming they are generated by automation rather than a genuine human connection. In reality, sales professionals must find a better way to reach their target audience.

Relationship-based selling offers a more effective alternative. Salespeople should focus on leveraging their connections instead of reaching out to strangers. This approach involves identifying key contacts who can provide warm introductions to potential prospects. These “super connectors” are individuals with strong networks and the ability to facilitate meaningful introductions. By tapping into these relationships, sales teams can bypass the skepticism associated with cold outreach and start conversations with credibility.

Read the rest of the article…
Two Tall Guys Talking Sales – Fixing the Funnel – Building a Sales Pipeline That Actually Works – E130

Two Tall Guys Talking Sales – Fixing the Funnel – Building a Sales Pipeline That Actually Works – E130

Welcome back to Two Tall Guys Talking Sales with hosts Kevin Lawson and Sean O’Shaughnessey. In this episode, the tall guys dive deep into one of the most critical yet commonly broken elements in any sales organization: the sales funnel. Whether you’re stuck with a clunky three-stage process that tells you nothing or overwhelmed with 35 micro-stages that only confuse your reps, Sean and Kevin offer a practical guide to rethinking and rebuilding your pipeline strategy. Packed with metaphors (yes, even superhero ones) and sharp analysis, this episode will leave you inspired to take a hard look at your funnel—and finally fix it.


Key Topics Discussed

  • Why Most Sales Funnels Are Broken (00:00:45)
    Sean unpacks the common pitfalls in how companies define and manage their sales stages, including oversimplified or overly complex CRM setups.
  • Defining Sales Stages Based on the Buyer Journey (00:04:30)
    Kevin emphasizes the need to align your sales stages with how buyers actually buy—not how your company wants to sell.
  • How Many Sales Stages Are Too Many? (00:05:00)
    The guys explore the delicate balance between not enough insight and too much complexity in stage design.
  • The Case for Multiple Pipelines (00:08:00)
    When does it make sense to separate budgetary planning pipelines from active sales discussions? Kevin and Sean explain.
  • What a Healthy Funnel Actually Looks Like (00:10:45)
    Sean introduces a visual and mathematical approach to evaluating whether your funnel is properly shaped—and what to do if it’s not.


Key Quotes

“The Avengers became a team, not just Iron Man. You need to have a team. Even superhero salespeople like to have support.”
— Sean O’Shaughnessey (00:02:50)

“Fixing the funnel starts visually. Does it fit well on one sheet of paper? If not, you’ve already lost the battle for clarity.”
— Kevin Lawson (00:04:45)

“Stages should be built to qualify someone into the next step—not just to log an activity. Every transition should represent progress, not busyness.”
— Kevin Lawson (00:06:15)

“If your pipeline doesn’t look like a funnel, then you’re either wasting time or losing deals. Probably both.”
— Sean O’Shaughnessey (00:12:20)

Additional Resources Referenced

A Significant Actionable Item from this Podcast

Audit Your Sales Funnel for Shape and Stage Effectiveness
Pull a report from your CRM and visualize your current pipeline by number of deals and total revenue per stage. Does it actually look like a funnel? If it doesn’t, dig deeper. Are your stages aligned with your buyer’s journey? Are reps stuck in certain stages too long? This snapshot identifies gaps and opportunities for stage redefinition or activity refinement.

Summary

Whether managing a sales team or closing deals yourself, this episode of Two Tall Guys Talking Sales gives you the blueprint to diagnose and repair a misaligned funnel. Sean and Kevin combine humor, hard truths, and highly actionable insights to help you bring structure and sanity back to your sales process. If you’re ready to create a pipeline that reflects how buyers buy—and helps your team win more deals—this episode is a must-listen.

🎧 Listen now and take the first step in fixing your funnel for good.

How to Create an Elevator Pitch That Opens Doors

How to Create an Elevator Pitch That Opens Doors

Seize the Moment—Even If It’s Only 30 Seconds

You’re at a networking event. Or in line at the airport. Or maybe, quite literally, in an elevator. Someone turns to you and asks, “So, what do you do?”

That question—simple as it is—can be the beginning of a great opportunity… or a missed one.

As a small company fighting for attention in a crowded market, you don’t have the luxury of wasting that moment. You need a clear, concise, and compelling elevator pitch to earn a second conversation.


The Purpose of an Elevator Pitch

Your elevator pitch—or Unique Selling Proposition (USP)—is your verbal business card. It should quickly communicate what you do in a way that intrigues the listener and invites them to want more.

Your goal isn’t to close a deal on the spot. It’s to spark curiosity. It’s to turn a casual chat into a qualified lead.


The Anatomy of an Effective Elevator Pitch

Let’s break down what makes a pitch effective—and memorable.

1. Start with a Clear, Impactful Statement

Skip the jargon. Skip your job title. Lead with value.

“I help company owners dramatically increase the market value of their company.”

That kind of opener gets attention. It invites the natural question: “How do you do that?”

2. Avoid the “AND” Trap

Trying to cram too much into your pitch dilutes your message. Avoid saying, “We do this AND that AND also this.”
Instead, focus on one powerful value proposition. If you confuse your listener, you’ll lose them.

3. Know Your Audience

Adapt your pitch to fit the moment and the person. You wouldn’t speak to a private equity investor the same way you would to a small business owner. Tailor your language, examples, and tone to resonate with the listener.


Use a Mini Case Study with the PONI Method

If you have 10 more seconds of their attention, use it to share a brief, compelling client success story using the PONI method:

  • Project: What challenge did your client face or what were they trying to accomplish?
  • Old: How did they do that before?
  • New: What did you provide that changed things?
  • Impact: What was the measurable result?

“One of my clients leveraged increased revenue to grow their company’s market value by 167% in just 10 months.”

That’s the kind of story that gets remembered.


Don’t Forget the Ask

Close by inviting the next step:

“I’d love to share how we did it—can we schedule a follow-up conversation?”

That one line can turn a random encounter into a real opportunity.


Watch the Video

To see these concepts in action and learn how to craft your own elevator pitch, watch this short, practical video:


Want Help Refining Your Elevator Pitch?

If you’re ready to sharpen your messaging and make every introduction count, I’m happy to help.
Email me at Sean at NewSales dot Expert or send me a message here.

Let’s turn your next chance meeting into a business breakthrough.

Two Tall Guys Talking Sales – Prepping for Q2 – Getting Ahead, Catching Up, and Staying on Track – E129

Two Tall Guys Talking Sales – Prepping for Q2 – Getting Ahead, Catching Up, and Staying on Track – E129

As the first quarter comes to a close, sales leaders and professionals must assess their performance and gear up for the challenges and opportunities ahead in Q2. In this episode of Two Tall Guys Talking Sales, Kevin Lawson and Sean O’Shaughnessey break down the essential strategies for those ahead of the plan and those struggling to catch up. From refining your sales process to maximizing customer relationships, this discussion has insights to help you dominate your numbers in the coming months.

Key Topics Discussed:

  • The Reality of Q1 Performance and the Need for Urgency (00:00:31)
    • Why waiting until Q2 to fix Q1 is too late, and how to position yourself for success early in the year.
  • Strategies for Those Ahead of Plan (00:01:00)
    • How to maintain momentum, close key deals, and ensure a strong Q4 while staying ahead of quota.
  • Critical Steps for Those Behind on Quota (00:04:01)
    • Conducting a win-loss analysis, diagnosing deal flow issues, and fine-tuning lead generation strategies.
  • The Importance of CRM Usage and Sales Efficiency (00:06:35)
    • How sales leaders and reps can maximize their CRM to drive efficiency and uncover missed opportunities.
  • Pricing Strategies and Customer Engagement (00:09:13)
    • Why now is the time to strengthen relationships with your top customers and confidently raise prices to improve margins?

Key Quotes:

  • Sean O’Shaughnessey (00:01:32): “You have a chance at greatness if you are even or ahead at the end of Q1. Now’s the time to double down and make sure you close deals that will set you up for an incredible year.”
  • Kevin Lawson (00:05:00): “Everyone has a leads problem. Either you don’t have enough, they’re not the right fit, or you’re not communicating your value effectively. That’s where the real focus should be.”
  • Sean O’Shaughnessey (00:11:00): “Your best customers likely don’t know you as well as you think. Strengthening those relationships can open up new revenue streams and prevent you from falling behind.”

A Significant Actionable Item from this Podcast:

Perform a rapid win-loss analysis on your Q1 deals. If you’re ahead, identify the behaviors and strategies that got you there and double down. If you’re behind, determine whether the issue is a lack of quality leads, poor messaging, or weak follow-through. Adjust your sales approach immediately so you can enter Q2 with a clear plan to recover lost ground.

Summary:

Whether you’re ahead of plan, right on track, or scrambling to catch up, the strategies discussed in this episode will help you refine your sales process and make Q2 a success. Sean and Kevin share actionable insights on deal flow, CRM optimization, pricing strategies, and customer engagement that will set you up for a strong year. Don’t let another quarter slip away—tune in now to get ahead, stay ahead, and finish the year on top!

To understand if your company is doing a great job in sales, take this quick and easy assessment: https://newsales.expert/b2b-sales-capability-assessment/