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.

Turning Around Sales Performance: Strategies for CEOs and Sales Managers to Foster Internal Alignment

Turning Around Sales Performance: Strategies for CEOs and Sales Managers to Foster Internal Alignment

By Sean O'Shaughnessey

Navigating a sales turnaround isn’t just about fixing numbers; it’s about transforming the business. It’s about realigning expectations, rebuilding internal trust, and creating a structured, sustainable path forward. 

If you’re a CEO, sales manager, or a key salesperson in your organization, the pressure to reverse a sales slump can feel overwhelming. However, the truth is that turnarounds aren’t made in a sprint; they’re built through clarity, consistency, and effective communication.

Too often, sales leaders make the mistake of focusing only on the downward trend. They get caught up in the urgency of the numbers and forget that the real challenge lies in managing upward, setting expectations with executive leadership, and aligning them with reality. 

If your sales team is underperforming, your internal stakeholders are your new audience. Just as with external prospects, you need to manage their expectations with a clear, actionable plan.

The process starts with a shift in mindset. 

Instead of viewing upper management as critics, think of them as clients. What do they need to believe in this turnaround? What information do they need to trust your leadership? Start by building a high-level outline. Avoid over-engineering the details in the early stages. Focus on where you want to go, then reverse-engineer the steps to get there.

Every turnaround starts from a rear position. That means your first job is to stop the downward momentum. Before you can scale revenue, you need to stabilize it. That requires a clear definition of success, agreed upon by everyone involved. 

  • Are you trying to double revenue in 12 months? 
  • Or just return to last year’s baseline? 
  • Is that goal realistic given your market, team, and resources? 

If not, revise it. A stretch goal is fine. A fantasy is not.

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Two Tall Guys Talking Sales – Scaling Smarter: Building Sales Teams with Steve Caton – Episode 136

Two Tall Guys Talking Sales – Scaling Smarter: Building Sales Teams with Steve Caton – Episode 136

By Sean O'Shaughnessey

What does it take to scale a sales organization in today’s unpredictable business environment? In this dynamic episode of Two Tall Guys Talking Sales, hosts Sean O’Shaughnessey and Kevin Lawson welcome back Steve Caton, CEO of Altezza Solutions, to unpack the nuances of scaling sales teams, especially through the power of fractional sales professionals. Together, they explore the critical role that sales processes, sales management, and business acumen play in enabling organizations to grow without overspending or compromising performance. Whether you’re navigating the “zero to one” phase or planning your expansion from one rep to five, this episode offers a roadmap for smart, sustainable revenue generation.

Key Topics Discussed

  • Zero to One vs. One to One Hundred: Two Models for Scaling Sales Teams (00:01:14)
    Kevin and Steve outline the difference between launching your first rep and accelerating team expansion, with a focus on structured growth.
  • Fractional Salespeople as a Low-Risk Growth Strategy (00:02:45)
    Steve explains how the fractional model supports learning, experimentation, and ROI without overcommitting resources too early.
  • Determining the Right Time to Expand Territories or Add Headcount (00:04:10)
    The team discusses key signals—like activity level, lead flow, and deal volume—that indicate when it’s time to grow.
  • Using Leading Indicators vs. Lagging Indicators in Sales Management (00:06:16)
    Steve shares the importance of measuring inputs (calls, meetings, proposals) over outputs (closed deals) to ensure predictable scale.
  • The Power of Process-Driven Selling for Sales Success (00:13:08)
    Sean and Steve emphasize why experienced sales pros rely on systems, not improvisation, and why process must precede people.

Key Quotes

  • Kevin Lawson (00:01:34):
    “Think hockey stick versus gradual—zero to one is about getting that first good hire. That’s when you unlock real scale potential.”
  • Steve Caton (00:02:45):
    “Start small, see what works, then expand. That’s the foundation of scalable revenue—and the fractional model makes that possible without spending a crazy amount of money.”
  • Sean O’Shaughnessey (00:08:00):
    “Sales is about finding the customer that is going to buy—that’s not just a marketing thing, that’s a sales thing.”
  • Steve Caton (00:13:08):
    “Process comes before people. If there’s no process, your reps will build one—and that distracts them from actually selling.”

Additional Resources

A Significant Actionable Item from this Podcast

Use leading indicators—not just closed deals—to decide when it’s time to grow your sales team. Many companies scale reactively, hiring after success arrives. But Steve Caton challenges leaders to evaluate the activity level of their reps—calls made, meetings scheduled, deals created—to make data-driven decisions before hitting a bottleneck. If your top performer is maxing out their productive hours, it’s time to split territories, not overload. Review your leading indicators this week and see where your next growth step should begin.

Why You Should Listen

This episode is a must-listen for founders, CEOs, and sales leaders trying to build smarter, not just bigger. With deep insight into the value of fractional sales professionals, the importance of sales strategies, and how to use data for effective revenue management, Steve Caton offers a practical, grounded view of what scalable sales success looks like. If you’re serious about growing your team without growing your headaches, hit play and take notes.

Two Tall Guys Talking Sales – The Four Buckets of Sales Growth with Steve Wittal

Two Tall Guys Talking Sales – The Four Buckets of Sales Growth with Steve Wittal

By Sean O'Shaughnessey

In this dynamic episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey welcome Canadian SalesXceleration expert Steve Wittal for an in-depth look into the foundations of effective sales strategies. Steve brings decades of experience in startup advisory, sales management, and business growth, sharing a robust framework that simplifies complex growth challenges into four digestible buckets: desirability, clarity, predictability, and deliverability. If you’re a business leader looking to strengthen your sales processes, sharpen your messaging, or improve revenue generation, this conversation is a goldmine.

Key Topics Discussed

  • The Power of Leadership in Change Management (~01:02)
    Steve opens by explaining why leadership is the starting point for any growth initiative, especially when change is involved.
  • The Four Buckets Framework for Growth (~03:00)
    Steve outlines his method for diagnosing and resolving growth issues by focusing on four pillars: desirability, clarity, predictability, and deliverability.
  • Desirability and Understanding the Customer’s Pain (~04:00)
    Why identifying whether your product is a “must-have” or “nice-to-have” is critical to sales success.
  • The Importance of Clarity and Quantifying the Cost of Inaction (~06:39)
    Sean and Steve unpack how clarity in messaging and value proposition can move buyers from indecision to action.
  • Predictability, Scalability, and Sales Playbooks (~09:20)
    How aligning your sales process with the customer’s buying journey enables scale and drives predictable revenue.
  • Deliverability and the Voice of the Customer (~10:50)
    Steve emphasizes the importance of retention, early wins, and referrals as indicators that your solution truly delivers.

Key Quotes

  • Steve Wittal: “A problem well-defined is a problem half-solved. Before we prescribe, we have to truly understand.” (~02:46)
  • Kevin Lawson: “When you’ve dotted all those i’s, it makes you a market-facing product. That’s how you achieve market fit.” (~13:25)
  • Sean O’Shaughnessey: “When a customer comes to you and says, ‘Can you help me solve this?’ — that’s sales nirvana.” (~08:35)

Additional Resources

  • Connect with Steve Wittal on LinkedIn – https://www.linkedin.com/in/stevewittal/
  • Steve’s email: Steve Wittal <swittal@salesxceleration.com>

A Significant Actionable Item from this Podcast

Audit Your Sales Strategy Through the Four Buckets.
Take a moment to evaluate your organization’s performance across Steve’s four key areas:

  • Desirability: Is your product essential or optional to your buyers?
  • Clarity: Can your team articulate your value proposition in a way that resonates with prospects and highlights the cost of inaction?
  • Predictability: Do you have a repeatable sales process that aligns with how your customers buy?
  • Deliverability: Are you consistently delivering on promises and capturing client feedback to validate success?

This self-assessment will uncover gaps in your current sales approach and point to immediate areas for improvement.

Summary

Whether you’re leading a startup or managing a growing sales team, this episode delivers a concise yet powerful framework for achieving sales success. Steve Wittal’s “Four Buckets” offer practical, business acumen–driven insights that will help you reframe your growth strategy and improve every stage of your sales process. If you’re serious about improving revenue generation and becoming a trusted advisor in your client relationships, don’t miss this episode. Tune in now and transform your approach to value selling.

Unlocking Sales Success: The Power of KPIs in Sales Processes

Unlocking Sales Success: The Power of KPIs in Sales Processes

By Sean O'Shaughnessey

Are your sales KPIs helping your team succeed? Many sales leaders focus solely on closed deals. This narrow view misses crucial elements of sustainable sales growth.

The journey matters more than the destination. Sales excellence follows a similar path. Your team’s daily actions and behaviors create the foundation for lasting success.

Effective sales measurement requires a comprehensive view of your team’s activities. Top performers consistently execute vital behaviors that drive results. They prospect strategically, nurture relationships, and expand their presence within existing accounts. These leading indicators paint a clearer picture of future performance than lagging metrics alone.

Your KPI framework must evolve beyond historical analysis. Forward-looking metrics help you spot opportunities and challenges before they impact revenue. What’s happening in your pipeline right now? How are your teams finding new prospects? Which accounts show growth potential?

Experience levels significantly impact appropriate performance measures. New salespeople face different challenges than seasoned veterans. A rookie might need help with fundamental sales behaviors while learning your company’s approach. They need clear operational guidance and structured metrics that reinforce proper execution.

Veteran salespeople bring established skills and proven track records. Their KPIs should emphasize continuous improvement and cultural alignment. How are they advancing their capabilities? What value do they add to the broader sales organization?

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Balancing Act: Networking, Direct Prospecting, and Customer Referrals for Revenue Growth

Balancing Act: Networking, Direct Prospecting, and Customer Referrals for Revenue Growth

By Sean O'Shaughnessey

Is your sales pipeline running dry? We’ve all been there.

Let me share a personal story that might resonate with you. After spending months securing a major deal, I found myself staring at an empty pipeline. The celebration of landing that giant whale quickly became a stark reality check. This experience taught me an invaluable lesson about sustainable sales growth.

Revenue generation isn’t just about closing deals—it’s about maintaining a consistent flow of opportunities. Your success depends on mastering the art of prospecting, yet many salespeople struggle with this fundamental skill. Are you dedicating enough time to building your pipeline, or are you caught in the feast-and-famine cycle?

The most effective sales professionals understand that prospecting isn’t a one-dimensional activity. Think of your prospecting strategy as a carefully orchestrated symphony, where different elements work together to create a harmonious result. Direct outreach and network-based approaches each play their unique roles in this composition.

Visualize a three-legged stool symbolizing the three-pronged approach to sales: networking and referrals, direct prospecting, and existing customers. Each of these legs supports growing your business and consistently achieving your revenue goals.

Consider how a software company might approach this dual strategy. While tracking metrics for direct outreach is straightforward, measuring networking success requires a different lens. How many new relationships have you cultivated? Which dormant connections have you rekindled? These indicators matter just as much as your cold call statistics.

I recently spoke with a consulting professional who shared an interesting perspective on networking metrics. Rather than counting sales pitches, he measures success by the number of times he naturally introduces his services in conversations. This subtle shift transforms aggressive selling into educational opportunities. Have you considered how this approach might work in your context?

Your prospecting strategy must align with your target audience’s expectations and behaviors. Waiting for inbound leads isn’t a strategy—it’s a recipe for inconsistent results. When you prospect through your network, the goal isn’t to ask for immediate business. Instead, you’re planting seeds for future opportunities through strategic introductions.

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Overcoming Ghosting and Other Modern Sales Challenges: A Proactive Approach

Overcoming Ghosting and Other Modern Sales Challenges: A Proactive Approach

By Sean O'Shaughnessey

Many salespeople, sales managers, and company CEOs grapple with the unique problem of adapting their sales strategies to ever-changing market dynamics. This problem stems from an old-fashioned practice in which sales leaders tend to offer the same advice that made them successful when they were nascent salespeople. However, to remain competitive and productive, realizing that this traditional advice may no longer hold relevance in today’s sales world is crucial.

Let’s consider a sales leader who made his mark when the internet was still in its infancy, and email and mobile phones were not part of the sales process. If this sales leader continues to advise their team based on those past experiences, they will likely be setting them up for failure. Today, the sales world is no longer about physical gatekeepers but about navigating spam filters and phone blockers. The sales environment has evolved, and it’s time sales strategies do, too.

A typical issue salespeople face today is being ‘ghosted’ by potential clients. Ghosting, a relatively modern term, refers to the situation where the person you’re trying to reach is not returning your calls or emails. It’s a frustrating experience, but it also indicates a salesperson’s failure to be proactive and do the right things earlier in the sales cycle. Modern salespeople need to think ahead, plan better, and ensure they set up the next meeting before leaving the current one. This proactive approach can help prevent ghosting, keep the sales conversation going, and indicate progress.

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Designing Sales Compensation Plans That Drive Performance

Designing Sales Compensation Plans That Drive Performance

By Sean O'Shaughnessey

The success of any sales-driven organization in the business-to-business (B2B) space hinges on the sales team’s compensation plan. Over my four decades in B2B sales, I’ve observed that nothing influences the performance of sales personnel more directly than the design and implementation of their compensation plans. Compensation is not merely about rewarding sales achievements but crafting a strategy aligning individual salespeople’s goals with the company’s broader objectives.

A well-structured compensation plan acts as both a motivator and a guide. It compels sales teams not only to meet but exceed their targets, fostering an environment where continuous improvement is not just encouraged but becomes a natural byproduct of the system. For small business CEOs, understanding this dynamic is critical for sustaining and driving growth. Sales compensation is more than just a cost; it’s an investment in the company’s future.

In any sales environment, whether the market is brimming with potential or tightly contested, the compensation plan must be a living document that evolves in response to market conditions, company goals, and team performance. With this adaptability, companies can avoid stagnation or regression in their market positions. As businesses strive to scale and adapt, constructing a compensation plan that genuinely drives the right behaviors becomes all the more pertinent.

To delve deeper into this vital subject, CEOs should consider the immediate impacts of their compensation strategies and their long-term implications on sales culture and employee retention. For those ready to explore the intricacies of effective sales compensation and ensure their strategies are well-suited to their specific business contexts, I am here to lend my expertise. With extensive experience tailoring compensation plans to enhance sales productivity and company profitability, I invite you to reach out for further guidance on crafting a plan that meets and exceeds your strategic goals. You can set a time to talk to me using my link above Book Appointment With Sean.

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Ten of Spades: Addressing Salesperson Underperformance: Identifying Training Needs: Recognize areas for skill development to boost performance

Ten of Spades: Addressing Salesperson Underperformance: Identifying Training Needs: Recognize areas for skill development to boost performance

By Sean O'Shaughnessey

Elevating Sales Performance: Why Targeted Training is Non-Negotiable

Visualize your sales team as a high-performance sports car: every part is intricately designed to maximize output and speed. When one part fails or underperforms, the entire machine is impacted. An underperforming salesperson isn’t just a localized problem; their performance deficit has a cascading effect on the entire team and, by extension, the organization.

It’s critical to realize that top-performing salespeople—let’s call them the eagles of the sales world—are keenly aware of this dynamic. Eagles prefer flying with eagles. They don’t want to share the sky with pigeons. When they sense a lack of commitment or skill in their peers, it doesn’t just frustrate them; it can often drive them to look for new skies, affecting talent retention. Therefore, addressing underperformance isn’t just about the laggards; it’s also about keeping your top talent engaged and committed.

Mapping the Landscape: A Diagnostic Strategy

Before you can course correct, you must know where the course diverges. The diagnostic phase in identifying underperformance is analogous to a medical diagnosis: specific, nuanced, and multi-layered.

Skill Gap Analysis: The cornerstone of any diagnostic approach is identifying the skills essential for success in a sales role and comparing them to each salesperson’s current skill set. The resulting gap becomes the focal point for development.

Quantitative Metrics: Data like sales numbers and conversion rates are early indicators of performance issues. They provide an objective basis for determining which team members are falling short of expectations.

Qualitative Insights: Beyond numbers, insights can also come from the team’s ecosystem. Peers, managers, and clients often provide invaluable feedback that fills the gaps left by quantitative metrics.

Fine-Tuning Performance: The Role of Tailored Training

Once you’ve diagnosed the problem, the next step is targeted intervention through specialized training. This isn’t about generic, off-the-shelf programs but bespoke training modules designed to address specific deficits.

Specialized Training Modules: For instance, if a lack of product knowledge is the issue, a training program emphasizing product specifications and unique selling points becomes the go-to solution. Similarly, modules focusing on persuasive techniques are warranted if communication skills are lacking.

The Power of Mentorship: One of the most effective interventions is to pair underperforming salespeople with your eagles. This provides real-world insights into effective sales strategies, boosts morale, and fosters a culture of excellence.

Post-Training Evaluation: Following training, it’s imperative to reassess performance to ensure that the skill gap has indeed been bridged. This cycle of assessment and re-assessment keeps the training programs dynamic and relevant.

Beyond Training: Adopting a Holistic View

While skill-focused training is invaluable, it’s crucial to remember that not all performance issues are rooted in a lack of skill. Emotional well-being, company values alignment, or personal issues can impact performance. A truly practical remedial approach is comprehensive, addressing skills and the underlying emotional and psychological factors.

To encapsulate, each salesperson in your organization is a crucial gear in the well-oiled machine of your sales operation. Top performers, the eagles, don’t want to fly with pigeons; they want to soar with other eagles. By effectively diagnosing performance issues and deploying tailored training, you’re not just elevating the struggling individuals but also creating an environment where your best talent will want to stay. The result is a resilient, high-performing sales team better equipped to meet and exceed the complex challenges of today’s market.