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What An MBA Didn’t Teach You About Sales

The sales profession is challenging. You need to work hard at it to succeed. You need to learn from the best. You need to improve your skills continuously. If you think you can sell since you are a hit at parties and have a lot of friends, you may soon find that you are a failure as a salesperson. Blunt truth:

because the sales profession is so hard, you have to focus on doing everything in sales very well, or you will be considered a failure.

I call this blog, Skinned Knees because I try to relate all of the learning that I have done over the past 4+ decades (while skinning my knees in the learning process).

I hope that you learn from my mistakes so that your business will grow!

Why AI in B2B Sales Fails at the Last Mile and How to Fix It

Most conversations about AI in B2B sales focus on speed. Fewer focus on control. That is the blind spot.

AI can produce drafts, summaries, research, and follow-up frameworks in seconds. That part is real. But the final 20%, the last mile, is where revenue quality is either protected or destroyed. That final layer requires human judgment: context, timing, risk assessment, and the decision of what should happen next.

The central operating issue in sales today is not effort. It is an allocation. Too many high-value salespeople are spending prime hours on low-value administrative work. CRM cleanup. Internal updates. Document hunting. Manual transcription. Reformatting information that should already be structured. That is a sales management design flaw, not a rep discipline issue.

When sales organizations fix this, performance changes fast. More customer-facing time creates more trust-building interactions. More trust creates better access, stronger positioning, and better conversion outcomes. This is not theoretical. It is how revenue generation compounds in real markets.

The right model is not “AI only.” It is a hybrid model: deterministic automation for correctness, AI for speed and language quality, human oversight for business judgment.

Deterministic systems should control anything that must be exact: pricing, contract elements, offer logic, approval rules, and data integrity. AI should then layer natural language, personalization, and messaging refinement on top of verified inputs. This is how you scale value selling without introducing preventable errors.

If your team is still using AI as a standalone drafting tool, you are under-leveraging it. If your team is sending AI output without last-mile review, you are overexposing the business. The goal is not automation theater. The goal is repeatable, high-confidence sales processes that increase throughput without compromising trust.

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The Dual Blueprint Requirement: Why Growth Demands Two Plans, Not One

Launching a company or steering one through a merger, turnaround, or major transition requires clarity about how value will be created and, just as importantly, how revenue will actually be generated.

Many leadership teams recognize the need for a Business Plan, but overlook that sustainable growth requires a second, complementary plan. The main breakdown is not the strategy itself, but the assumption that strategy automatically creates revenue. Bridging strategy and revenue requires a distinct plan for that conversion, targeting a different audience.

The Business Plan sets direction from the top down. The Sales Plan is validated by demonstrating how that direction can become actual revenue from the bottom up.

Both are essential. Neither works in isolation.

The Business Plan: Charting the Course (Top-Down)

The Business Plan exists to answer specific questions for a particular audience. Its primary readers are CEOs, CFOs, bankers, private equity partners, and venture investors. These stakeholders are evaluating risk, scale, and return. They want to know where the company is going and why the destination is worth the journey.

At its core, the Business Plan articulates strategic intent. It defines the mission, the long-term objectives, and the differentiated value proposition that the company believes the market will reward. It frames the opportunity in language that aligns leadership, capital, and governance.

Market analysis in this context is necessarily high-level. It focuses on the total addressable market, industry dynamics, competitive positioning, and macro trends. The goal is not to explain how every deal will be won, but to establish that a meaningful opportunity exists and that the company has a credible right to pursue it.

Financial projections follow the same logic. They are built on broad assumptions: projected market share, average selling price, renewal and retention rates, inflation, and multi-year revenue targets. These numbers are directional. They signal ambition and scale rather than operational certainty.

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Admin Drag Is Killing Your Sales Capacity: How to Reclaim Selling Time With AI

Episode 23 of “AI Tools for Sales Pros” is built around a reality most leadership teams have started to feel in their gut. Buying AI does not increase revenue. It might increase activity, content volume, and dashboard noise, but revenue generation improves only when you reclaim selling time and redeploy it into the actions that move deals forward.

The executive version of the problem is simple. Your tech stack cost keeps rising. Your board wants proof that those investments translate into pipeline quality, cycle-time reduction, win-rate improvement, and improved margins. “Are we getting value?” is the polite question. “Where is the revenue?” is what they ask when patience runs out. This is a revenue management problem, not a software problem.

Most B2B companies are operating with a hidden productivity ceiling. Salespeople spend roughly a third of their time on revenue-producing work. The rest disappears into administrative drag: CRM updates, transcript cleanup, internal coordination, re-entering data across tools, searching for collateral, chasing security documentation, fixing records, and managing handoffs. None of that is value selling. Most of it is friction disguised as “process.”

A useful way to see it is the Tollbooth Effect. One approval feels reasonable. One form feels harmless. One handoff feels like good governance. Together, they turn selling into paperwork. The rep has a strong discovery call and a clear hypothesis. Momentum is real. Then they hit the toll plaza: systems require updates, internal teams need briefings, fields need to be filled, and the same information gets retyped because two systems disagree on the truth. By the time the rep finishes paying the tolls, urgency has cooled, follow-up becomes generic, and the deal loses its edge.

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Two Tall Guys Talking Sales – The Hidden Driver of Every Sale: Mike Dowhan Explains How Compelling Events Shape Business Acumen and Sales Strategies – Episode 160

In this episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey welcome Mike Dowhan, founder of Bedrock Sales. Together, they explore one of the most overlooked yet transformative aspects of sales management: the compelling event. Mike brings over two decades of experience helping organizations refine their sales processes, understand buyer motivation, and drive consistent revenue generation. Whether you’re a frontline seller or a sales leader guiding a team, this episode unpacks how identifying and leveraging compelling events can be the difference between chasing deals and closing them confidently.

Key Topics Discussed

  • The Power of the Compelling Event (01:12) – What defines a compelling event and why it’s the “why” behind every great sale.
  • Asking Better Discovery Questions (03:00) – How to uncover the root cause that motivates buyers to act now rather than later.
  • Getting Permission to Go Deep (07:17) – Why earning trust allows salespeople to ask the tough, business-critical questions.
  • Compelling Events vs. Compelling Needs (09:53) – The distinction between recognizing a real deadline versus a vague desire for change.
  • Surfacing the Cost of Inaction (10:38) – How to use timing, impact, and risk to create urgency without manufacturing pressure.

Key Quotes

  • Mike Dowhan (03:49): “What caused you to pick up the phone or take my call today? What’s different today than yesterday? That’s where you find the real reason a buyer is ready to move.”
  • Sean O’Shaughnessey (02:29): “If there’s no compelling event, it becomes very difficult. You’re pushing the boulder uphill, fighting the same battle over and over.”
  • Kevin Lawson (12:00): “Finding permission and tracking back to that event is where we create real value, and avoid the trap of commoditization.”

Additional Resources

A Significant Actionable Item from this Podcast

Start every discovery conversation with one simple question:

“What changed today that made you want to talk to me?”

This question reveals your buyer’s compelling event, the emotional and operational trigger that drives their need to act. Understanding that moment transforms your sales strategy from reactive to consultative. Use it to align your messaging, reinforce your value-selling approach, and accelerate revenue growth.

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The Future of Prospecting: Using Artificial Intelligence to Read Buyer Intent

The modern salesperson faces two extremes: total blindness or total overload. Some still cold call a list of fifty prospects hoping one will answer, while others drown in dashboards flashing with “intent data.” Both approaches fail because neither interprets what the data truly means.

The future of sales management lies in balance — using artificial intelligence to translate buyer behavior into clear, prioritized action. AI can read digital body language, scoring every click, visit, and download to reveal genuine purchase intent. This isn’t about replacing salespeople. It’s about enabling them with sharper business acumen and faster, more precise decision-making.

When sales leaders align technology with disciplined sales processes, they move from guesswork to guidance. Value selling becomes tangible because messaging is timed to the buyer’s journey, not to the rep’s quota. The best teams build standardized playbooks for each stage — from early curiosity to re-engagement — and rely on revenue management data to decide when to act.

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Differentiating Through Value: Mastering the Art of Consumable Sales

Navigating the competitive landscape of consumable sales calls for a thoughtful and kind-hearted approach. Salespeople, sales managers, and CEOs of small companies should remember that their role is about more than just making transactions. In a market where products often seem very alike in quality and price, what truly sets you apart is your ability to consistently show value. So, how can you create lasting relationships with your customers, even when many options are available?

Consider the analogy of fast-food giants like Burger King and McDonald’s. Both offer similar products, yet they each have a dedicated customer base. The key lies in creating a unique selling proposition that resonates with your target audience. 

As a salesperson, your goal is to become indispensable to your customers. This means transforming from a mere vendor to a trusted advisor who is deeply integrated into the customer’s business operations.

Become Part of Their Team

A critical part of this integration is understanding what a “gatherer” is. A gatherer is more than just an account manager. They build a close, almost inseparable bond with the customer. They become a trusted part of the customer’s team, often turning to them for advice and solving problems together. Building this kind of trust requires a genuine understanding of the customer’s business, enabling you to offer insights and solutions that extend beyond the products you provide.

In the realm of consumable sales, where products are used and replaced regularly, the salesperson’s value lies in their ability to maintain and continually grow the relationship. This involves not just selling a product but also selling yourself and your company. Your expertise, reliability, and ability to anticipate and solve problems become the key differentiators. When customers face challenges, they should instinctively think of you as the go-to person for solutions, regardless of minor price differences or delivery times.

To attain this trusted advisor status, you must focus on three core elements: 

  1. the product, 
  2. the company, 
  3. yourself. 

While the product and the company are essential, the most significant value often comes from you as the salesperson. Your ability to understand the prospect’s needs, guide their purchasing decisions, and challenge them to think differently about their business can set you apart from the competition.

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Two Tall Guys Talking Sales – Sales Management Masterclass: Paul Rafferty’s Proven Framework for Smarter Deal Reviews and Revenue Generation – Episode 159

Welcome back to Two Tall Guys Talking Sales with hosts Kevin Lawson and Sean O’Shaughnessey. In this dynamic episode, the Tall Guys welcome Paul Rafferty from Sales Xceleration to explore the art and science of sales coaching, deal qualification, and the importance of building sales acumen. Paul brings decades of experience in sales management, value selling, and revenue generation, offering a practical framework for sales leaders who want to coach their teams more effectively and for reps who want to stop chasing the wrong deals.

Discover how to transform your team’s approach to sales processes—from opportunity scoring to understanding a buyer’s “pain chain.” This conversation is packed with actionable insights that blend sales strategy, business acumen, and real-world stories you can immediately apply to your own selling environment.

Key Topics Discussed

  • 03:00 — Building a Deal Coaching Framework:
    Paul introduces his 100-point scorecard system that evaluates the Ideal Prospect Profile, the Pain Chain, and Commitment to Decision. This framework transforms deal reviews into powerful coaching sessions rather than mere forecast updates.
  • 05:10 — The “Pain Chain” and Sales Philosophy:
    Sean and Paul discuss how understanding buyer pain isn’t optional—it’s foundational to value selling. Without real pain, there’s no compelling reason for your buyer to act.
  • 06:45 — From Friendly to Effective Salesperson:
    Paul and Sean discuss how friendliness can open doors, but it’s teaching and insight that ultimately win deals. Sales success comes from challenging your prospects and helping them think differently.
  • 08:00 — Why Deals Get Stuck:
    Kevin and Paul explore how most stalled deals trace back to weak discovery. Coaching your team to go deeper early in the sales process prevents gridlock later.
  • 10:30 — The Currency of Knowledge:
    Paul explains that in modern selling, gifts and lunches no longer move the needle—information does. Great salespeople earn influence by being teachers, not vendors.

Key Quotes

  • Paul Rafferty (03:50):
    “It’s not what you do—it’s what they do. The scorecard helps you coach reps to spend time where there’s real buying intent, not just big logos.”
  • Sean O’Shaughnessey (05:43):
    “Salespeople need to understand the theory of sales. Without knowing the frameworks—like the pain chain or solution selling—you’re just saying, ‘I’m a nice guy, buy from me.’”
  • Kevin Lawson (08:38):
    “Most deals go to die in the discovery phase. Coaching means rewinding the tape and helping reps fix what wasn’t done early enough.”
  • Paul Rafferty (12:51):
    “Your currency is information—help your buyer look smart, get promoted, and win internally. That’s real value selling.”

Additional Resources

  • Paul Rafferty
    • prafferty@salesxceleration.com 
    • https://www.linkedin.com/in/pauljrafferty/
  • Books referenced:
    • Solution Selling by Michael Bosworth – https://a.co/d/hHtYSiX
    • The Challenger Sale by Matthew Dixon & Brent Adamson – https://a.co/d/2kJsbDU
    • Strategic Selling by Robert Miller & Stephen Heiman – https://a.co/d/icPcC6H

A Significant Actionable Item from this Podcast

Implement a Deal Coaching Scorecard.
Instead of subjective forecasting (“This deal is 70% likely to close”), create an objective scoring model based on:

  1. Ideal Prospect Fit (25 pts) – Does this prospect align with your best customer profile?
  2. Pain Chain (25 pts) – Have they admitted to a real, solvable pain?
  3. Commitment to Decision (50 pts) – Have they engaged decision-makers and committed to next steps?

Use this tool in your next pipeline review. It will sharpen your sales management coaching, improve revenue forecasting, and elevate your team’s overall sales success. If you want more information about this scorecard, reach out to Paul Rafferty at his address above.

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How to Use AI to Write Personalized Cold Emails at Scale

It’s Sunday night. You’re staring at your CRM and that dreaded task appears: “Prospecting Block: 100 Accounts.” The feeling in your stomach tells you what’s coming. You’ll either blast generic messages and feel like a spammer or spend hours crafting a handful of handcrafted emails that barely move the needle.

This is the central productivity crisis in modern B2B sales. We’re constantly forced to choose between efficiency and relevance. But what if that choice was a false one? What if artificial intelligence could help you achieve both, without sacrificing your authenticity or sanity?

The False Choice: Efficiency vs. Effectiveness

The traditional approaches to sales outreach, templates versus deep personalization, represent the old world of “one-to-many” or “one-to-one.” But the future of sales lies in one-to-one at scale. The key is understanding that AI isn’t replacing salespeople, it’s augmenting them.

Your job is no longer to write every email from scratch. Your job is to be the editor-in-chief of your outreach strategy. The human decides the target, tone, and message. The AI executes your direction at scale.

The Strategic Brief: Your Blueprint for AI-Powered Outreach

To adopt this workflow, replace your 50-email grind with one Strategic Brief containing three sections:

  1. Voice Profile – Teach AI to sound like you. Include examples of your best emails and guidelines for tone, structure, and style.
  2. Prospect Context – Gather simple, factual data on each contact: title, company, recent events, and pain points.
  3. Mission – Define your goal and message direction. What’s the objective of the email: reply, insight, or meeting?
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The Evolution of Sales: Scaling from 10 to 100 Customers

The journey of a business unfolds as a story of growth, change, and ongoing adaptation. As salespeople, sales managers, and CEOs, we all share the ups and downs that come with this path. One of the most exciting moments in sales is the shift from landing your first ten customers to growing your family of clients to 50 or even 100. This milestone is truly a game-changer, shaping the future direction of your business.

When you’re starting, your focus is on acquiring those first ten customers. You’re trying to find your footing in the market, identify your target audience, and refine your 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, you need to start thinking about systemizing your sales process. 

To grow successfully, it’s helpful to have a standardized product or service. While customizing can be useful when you’re just starting out, it can become hard to manage and slow you down as your customer base expands. 

Focus on creating a product or service that you can sell over and over again with just small tweaks. This approach simplifies your sales process and makes it easier for others to sell your offerings, too.

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Two Tall Guys Talking Sales – The First 90 Days as a Sales Leader: Proven Strategies for Sales Management Success – Episode 157

When a company hires or promotes its first sales manager, expectations run high, but clarity can be low. In this episode of Two Tall Guys Talking Sales, hosts Sean O’Shaughnessey and Kevin Lawson unpack what the first 90 days should look like for a new sales leader. Whether you’re a CEO onboarding a new manager or that manager stepping into the role themselves, this discussion provides practical guidance on setting realistic expectations, building trust, and establishing the foundation for long-term sales success and revenue growth.

Key Topics Discussed

  • Setting Realistic Expectations as an Owner (02:00)
    Kevin explores how CEOs should frame success during the first 90 days, emphasizing the importance of patience, trust-building, and understanding that sales management transformation takes time.
  • Avoiding the “Fix This First” Trap (06:30)
    Sean cautions business owners against dumping old personnel problems on new leaders, explaining why cleaning up someone else’s mess undermines early business acumen and trust.
  • Building Relationships and Learning the Business (08:30)
    Sean shares tactical advice for new sales managers: conduct one-on-ones, ride along with reps, and build rapport across departments, marketing, operations, and finance, to master internal sales processes and interdepartmental alignment.
  • Understanding Internal and External Tools (11:12)
    Kevin discusses discovering hidden tools and levers, people, systems, vendor programs, or product configurations that can immediately improve team performance and value-selling opportunities.
  • Repackaging and Aligning Offers to the Market (12:30)
    The hosts outline how sales leaders can rethink product structures and messaging to better serve customer needs, thereby improving revenue management and profitability.

Key Quotes

  • “Trust is a currency. It has to be earned by customers, by salespeople, by peers, and you can’t buy it in the first 30 days.”,  Kevin Lawson (03:00)
  • “Don’t make your new sales leader the bad guy. If there’s a tough personnel decision, handle it before they start.”,  Sean O’Shaughnessey (07:00)
  • “Learn your company inside and out. If you don’t know who runs manufacturing or how the supply chain works, you can’t lead your salespeople effectively.”,  Sean O’Shaughnessey (10:00)
  • “You might have 20 products, but 100 possible solutions. The smart leader finds ways to repackage and sell in ways the customer actually values.”,  Kevin Lawson (13:00)

Additional Resources

  • Episodes on sales onboarding, marketing alignment, and ideal customer profiling (ICP) were referenced throughout the conversation.
  • Explore more insights and tools for sales leaders at b2b-sales-lab.com.

A Significant Actionable Item from this Podcast

Create a 90-Day Integration Plan.
If you’re a new sales manager, spend your first month listening and learning. Conduct one-on-ones with every salesperson, schedule cross-department meetings, and document what each function needs from sales. In the second month, identify process gaps and start designing improvements. By the third month, implement one or two visible wins, such as improving forecasting accuracy or clarifying sales messaging, to demonstrate value and build momentum.

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