training

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.

Transform Your Sales Team: Strategic Compensation Adjustments for Year-End Momentum

By Sean O'Shaughnessey

Autumn is the time of year for sales leaders, managers, and CEOs to begin laying the groundwork for next year’s success. Have you considered how your current sales compensation plans impact your team’s motivation and productivity? Now is the ideal moment to evaluate, adjust, and deliver these plans, preferably by December 1st. Doing so can significantly influence your team’s drive to close deals in December and build momentum heading into the next fiscal year.

Sales compensation should be motivating and rewarding for employees. It directly shapes your sales team’s behaviors and priorities. An effective plan incentivizes the right actions and deters the wrong ones.

Consider a common pitfall: salespeople holding back deals to inflate their numbers for the following year. Does your current compensation structure inadvertently reward this practice? If so, you’re unintentionally harming your year-end results.

To counter this, strategically incorporate compensation escalators and cliffs into your plan. Escalators progressively reward increased sales performance throughout the year. Higher performance equals higher commission rates, driving your sales team to push forward continually.

Commission cliffs reset commission rates at the beginning of each year, creating a sense of urgency to close deals before the end of December. Communicating these compensation details clearly by early December ensures your team understands what’s at stake.

Don’t hold your team back!

Another critical compensation consideration is eliminating commission caps. While some organizations cap commissions to control expenses, this practice can backfire dramatically. Caps tell your top-performing salespeople that their exceptional efforts are neither valued nor rewarded appropriately. This demotivates your top talent and encourages them to seek opportunities elsewhere that offer uncapped rewards.

Removing commission caps signals that the organization fully supports and rewards outstanding performance. Have you considered how much growth your company might achieve if artificial constraints didn’t limit your sales team?

When evaluating compensation, look beyond simple cost containment. Consider the true profitability of incentivizing increased sales volume. Once salespeople reach their targets and enter accelerators, each additional dollar earned typically comes at a lower incremental cost to your organization.

Sales transactions earlier in the year have already covered the salesperson’s base salary once they have met their annual quota. In fact, at 100% of quota, the salesperson should have covered all their costs and their share of the overall company’s revenue needs. Thus, every extra sale at escalated commission rates still contributes positively to your overall profitability.

Read the rest of the article…

Hiring for Growth: How to Build a Sales Team That Drives Long-Term Success

By Sean O'Shaughnessey

Building a successful sales team requires more than just filling open seats with available candidates. Company leadership must strategically align its hiring process with business objectives, market needs, and long-term goals.

Whether you’re a solopreneur transitioning to a team-based approach or a CEO managing a growing sales force, the principles of intentional recruitment and onboarding remain the same. Hiring the right people is an investment in the future of your business.

One of the most common pitfalls in sales hiring is a lack of intentionality. Too often, small businesses hire out of convenience, choosing candidates from their immediate network or taking the first person who seems interested. While this approach may solve an immediate need, it rarely leads to long-term success.

Hiring a salesperson means selecting someone who can actively drive growth and represent your brand with competence and integrity. The stakes are even higher when you’re working with a lean team; every hire matters, and mediocrity is not an option.

To avoid these missteps, it’s essential to approach hiring with the same rigor you apply to your sales process. Think of recruiting as a parallel to securing a high-value client. Just as you wouldn’t sell your product without qualifying leads or understanding their needs, you shouldn’t hire without a structured process to evaluate candidates.

Begin by defining what success looks like for the role. What skills and attributes are non-negotiable? What specific outcomes do you expect this person to achieve within their first 90 days? A clear job description and measurable KPIs set the foundation for finding the right fit.

Cultural alignment is another critical factor. Your salespeople are the face of your business to prospects and customers. Their ability to embody your company’s values and mission can make or break the customer experience. A candidate might have a stellar track record, but if their approach clashes with your team’s culture, the partnership is unlikely to succeed. At the same time, skills and experience must align with the specific demands of the role. For instance, if your goal is aggressive market penetration, you need a hunter mentality, someone skilled in building relationships from scratch and closing deals in uncharted territory.

Read the rest of the article…

Choosing the Right AI Stack for Your Sales Organization

By Sean O'Shaughnessey

A VP of Sales recently confided in me: “We have six different AI tools, but our reps are still doing manual work. What went wrong?”

This is the AI tool proliferation problem. Sales leaders often collect tools without a strategy, mistaking a pile of features for a cohesive system. It’s like buying a hammer, screwdriver, saw, and drill without realizing you’re actually trying to build a house. An effective AI stack means integration. When tools work together, they amplify each other’s value. When they don’t, they add complexity, confusion, and wasted money.

Why Strategy Beats Random Adoption

Random tool adoption is rampant across sales organizations. Teams chase shiny new software, often ending up with overlapping features, siloed data, and productivity lost to tool-switching. Instead of solving problems, the stack itself becomes the problem.

But when built strategically, the benefits are profound. Integrated systems reduce manual data entry, accelerate response times, and deliver actionable insights for reps. Three well-chosen, well-connected tools can outperform six isolated ones. Integrated stacks also improve adoption rates by providing consistent interfaces and reducing training overhead.

The Five-Layer AI Stack Framework

To avoid the chaos of random adoption, I use a five-layer framework for structuring sales AI tools:

Data Foundation – Your CRM and data management system, enriched and maintained for accuracy.
Intelligence & Analytics – AI-driven insights, lead scoring, forecasting, and market intelligence.
Automation & Workflow – Sequences, task automation, and cross-platform orchestration.
Content & Communication – AI writing, proposal generation, and customer-facing tools.
Optimization & Learning – Conversation analysis, performance tracking, and continuous improvement.

These layers aren’t just categories; they’re connected through data flows and integration principles. Each layer enhances the next, creating a system that scales intelligently with your team.

Your foundation layer usually consumes about half of your AI stack budget, but it’s worth it. Clean, structured data is the lifeblood of every other tool. From there, intelligence and automation layers drive the bulk of ROI by improving deal velocity, conversion rates, and rep efficiency.

Content tools and optimization layers build on that foundation, ensuring customer-facing communication remains sharp while performance is continually refined. When done right, this phased approach allows organizations to see value in months, not years.

Too many organizations make predictable mistakes: choosing tools for features rather than integration, underestimating training and adoption costs, or layering new tools on top of dirty data. Others rush implementation without testing, or ignore governance and compliance until it’s too late. The result? Expensive tools with low adoption and little measurable impact.

The lesson is simple: treat your AI stack like architecture. Every decision influences the system’s stability and scalability for years to come.

Real-World Configurations

Small teams may thrive with Pipedrive, Make.com, and ChatGPT handling CRM, workflows, and content.
Mid-market firms often layer Salesforce, Gong, Outreach, and PandaDoc for stronger intelligence and automation.
Enterprises combine Salesforce, advanced data platforms, SalesLoft, Gong, and dedicated optimization teams for scale.

These examples prove the point: success isn’t about tool count, it’s about fit, flow, and integration.

The Competitive Advantage of Integration

Companies with strategic AI stacks create barriers that their competitors can’t easily replicate. Data integration, consistent workflows, and continuous optimization compound value over time. The earlier you get your architecture right, the stronger your long-term advantage becomes.

And remember: the future of sales isn’t about humans versus AI. It’s about humans amplified by AI.

Immediate Action Items

Inventory your current AI tools and map them to the five-layer framework.
Identify missing layers and integration opportunities.
Calculate the ROI of your current stack by measuring time saved, deals accelerated, and revenue uplift.
Create a phased implementation plan using a 12-month roadmap.
Establish data governance processes to protect the foundation of your stack.
Pilot integrations before rolling them out team-wide.

If you want to go deeper into this topic, listen to Episode 7 of AI Tools for Sales Pros: Choosing the Right AI Stack for Your Sales Organization. You’ll find it on your favorite podcast player. Be sure to subscribe so you don’t miss the next episode: The AI Sales Process Map.

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.

Read the rest of the article…

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.

Read the rest of the article…

Beyond Quotas: Elevate Your Sales Strategy with Continuous Coaching

By Sean O'Shaughnessey

Salespeople often rely on short-term tactics to hit their numbers. But what if the difference between mediocrity and excellence isn’t in the last-minute push, but in the way we plan, coach, and lead throughout the year? Many sales managers treat coaching as a reactive measure, something they do when performance drops. That’s a missed opportunity.

Proactive coaching isn’t just about fixing issues. It’s about enhancing potential.

The best salespeople in the world, much like top athletes, have coaches. Not because they’re failing, but because they’re trying to be even better. If your top rep is hitting quota, that’s not the finish line. That’s the starting point for the next level of performance.

Sales leaders often default to focusing on the bottom performers. That’s necessary, but incomplete. High performers need guidance, too. Not to be micromanaged, but to be challenged. Ask yourself: What are you doing to help your top performers improve? If the answer is “not much,” you’re leaving growth on the table.

There’s a tactical way to approach this.

Most companies conduct quarterly business reviews with customers. The same structure can be flipped inward and used as a coaching tool. Instead of asking what happened last quarter, ask what could happen next. What would success look like in the next 90 days? What challenges need to be addressed before they become problems?

This isn’t about adding another meeting to everyone’s calendar. It’s about intentional planning. One-to-one conversations that go deeper than pipeline reviews. The goal is to align on strategy, identify gaps in skills or processes, and develop a roadmap for improvement. Done right, it drives accountability and engagement simultaneously.

Salespeople often say they want more training. But training without context falls flat. Coaching provides that context. It’s individualized, relevant, and ongoing. It also sends a message: your development matters. That message builds loyalty. It also improves performance.

If you’re a CEO or founder managing your own sales or leading a small team, this applies even more. You’re not just the closer, you’re the coach. Your team’s performance will reflect your commitment to their growth.

Are you investing time to help them get better?
Or are you too busy chasing deals to build a repeatable system?

Coaching doesn’t have to be complicated.

Begin by evaluating three key areas:

network,
skills,
metrics.

Does your rep have enough network reach to generate leads? Do they have the tactical skills to progress deals? And are you tracking the right metrics to measure performance, not just outcomes? If any of those are unclear, that’s your starting point.

Read the rest of the article…

Mid-Year Excellence: Four Strategic Moves Every Sales Leader Must Make

By Sean O'Shaughnessey

The second half of the year represents your greatest opportunity to accelerate past the competition. While other teams coast on first-half wins or scramble to recover from losses, top-performing sales leaders recognize mid-year as a strategic inflection point that can define their entire year.

The evidence is clear: teams that execute disciplined mid-year reviews consistently outperform their peers in achieving annual targets. This isn’t a coincidence; it’s the result of deliberate strategic moves that separate elite performers from the pack.

Set Crystal-Clear Expectations

Ambiguity is the silent killer of sales performance. Your team doesn’t need motivation speeches; they need laser-focused clarity on what success looks like and how to achieve it. This means defining specific revenue targets for the second half, establishing activity metrics that directly drive results, clarifying account priorities and resource allocation, and documenting success definitions for each team member.

The most effective sales leaders schedule one-on-one meetings immediately to document exactly what success looks like for each rep. They don’t leave anything to interpretation, and they track progress relentlessly. When expectations are crystal clear, performance tends to follow predictably.

Reassess Customer Potential with Fresh Eyes

One of the most costly mistakes sales teams make is evaluating accounts based solely on past performance. Markets shift, companies grow, and buying committees evolve. Yesterday’s underperformers could become tomorrow’s breakthrough accounts, but only if you’re paying attention to the signals.

Read the rest of the article…

Two Tall Guys Talking Sales – John McLeod Explains How to Avoid the AI Trap: Using New Tools Without Losing Your Sales Message – Episode 140

By Sean O'Shaughnessey

In this episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey are joined by veteran fractional VP of Sales, John McLeod. Together, they dive into a critical topic for today’s sales leaders: embracing artificial intelligence tools without compromising your value proposition, messaging, or sales processes. John brings deep expertise in sales management, business acumen, and revenue generation strategies, offering a measured approach to evaluating sales tech, especially AI solutions, through a risk-and-reward lens. Whether you’re a business owner, sales manager, or BDR excited about AI, this conversation grounds you in practical wisdom.

Key Topics Discussed

The Real Risk of AI in Sales (00:01:22): How overreliance on untrained AI tools can misrepresent your brand and do more harm than good.
Sales Productivity vs. Organizational Efficiency (00:02:01): Why the focus shouldn’t just be on doing more faster, but also on syncing with your company’s value selling model
Three Essential AI Use Cases in Sales (00:03:25): Research, qualification, and outreach—and why each comes with its own operational risk.
The Ethical Use of AI and Messaging Integrity (00:07:43): Why maintaining consistent messaging across AI-enabled tools is essential to preserving brand integrity and revenue management.
Training AI for Sales Value (00:10:00): How smart prompt engineering and structured inputs drive better outcomes from generative AI tools.

Key Quotes

John McLeod (00:05:27):
“AI tools are meant to be trained. The biggest risk is: are they in fact supporting your unique and distinctive value proposition and holding true to that?”
Sean O’Shaughnessey (00:11:38):
“You won’t lose your job to AI—but you might lose it to another salesperson who knows how to use AI more effectively.”
Kevin Lawson (00:09:40):
“When you introduce AI and efficiency, that naturally raises the bar of expectation for performance. What is the new normal when you get there?”

Additional Resources

John McLeod’s LinkedIn Profile – https://www.linkedin.com/in/johnmcleod1/

A Significant Actionable Item from this Podcast

Train Your AI with Purpose: Don’t just “plug and play” AI tools. Take the time to structure your inputs and refine your prompts so that the tool reflects your value, not just generic sales content. Spend time A/B testing different approaches to ensure messaging aligns with your company’s strategic sales positioning. Start today by reviewing your most recent outreach generated by AI and ask: “Does this truly represent our value?” If not, retrain your prompts before using them again.

Why You Should Listen Now

If you’ve ever been tempted by the next great sales tool or AI platform promising instant leads and effortless sales success, this episode will recalibrate your thinking. John McLeod delivers candid insights on balancing tech adoption with strategic discipline. With Sean and Kevin steering the conversation, this discussion is rich with real-world experience in sales management, messaging, and revenue generation. Tune in now to stay ahead without losing what makes your company valuable.

Two Tall Guys Talking Sales – Patrick O’Donnell Explains How to Hire and Onboard Sales Talent That Actually Performs – Episode 139

By Sean O'Shaughnessey

In this high-impact episode of Two Tall Guys Talking Sales, hosts Kevin Lawson and Sean O’Shaughnessey welcome sales acceleration expert Patrick O’Donnell to tackle one of the toughest challenges facing small business CEOs: hiring and onboarding top-performing sales talent. Together, they dive deep into proven sales strategies that help CEOs find strong candidates and keep them engaged, successful, and driving revenue. If you’ve ever hired a salesperson who didn’t work out, or you’re planning to hire your first, this conversation is your roadmap to sales success. From creating a robust onboarding plan to integrating soft skills training and cultural alignment, this episode is packed with value-selling insights you can apply immediately.

Key Topics Discussed:

[00:01:00] Why small business CEOs struggle to attract and retain top salespeople
[00:03:00] Patrick’s proven hiring and onboarding process for sales roles
[00:05:10] The importance of structured 30-60-90 day plans and Sean’s GUTS framework
[00:07:00] Kevin’s NASA Plan for onboarding: A granular, hourly approach to early success
[00:10:00] The role of soft skills and professional development in retaining talent
[00:11:50] A lighthearted look at entrepreneurship: Why Patrick bought a historic Indianapolis tavern

Key Quotes:

“They’re in such a hurry to take the sales hat off their head that they hire the first person who looks okay on the surface. That rushed approach almost always ends poorly.”
– Patrick O’Donnell [00:02:06]
“I hand every new rep a GUTS document—Getting Up To Speed. It’s a 30-60-90 plan that clearly spells out what they need to accomplish. They can be ahead, but they can’t fall behind.”
– Sean O’Shaughnessey [00:05:10]
“Most small business owners think they have a plan because it’s in their head. But if it’s not written down, it doesn’t exist.”
– Kevin Lawson [00:07:29]
“We want every new hire to be the most professional person in the company, because it’s their job to make everyone around them better.”
– Sean O’Shaughnessey [00:10:35]

Additional Resources:

LinkedIn profile for Patrick O’Donnell https://www.linkedin.com/in/patrickwodonnell/
Soft skills training programs referenced by Sean for onboarding enrichment
GUTS (Getting Up To Speed) framework and NASA Plan discussed during onboarding best practices

A Significant Actionable Item from this Podcast:

Implement a Written 30-60-90 Onboarding Plan with a Two-Week NASA Schedule.
Salespeople need clarity to succeed. Whether you’re a first-time sales manager or a seasoned executive, stop relying on verbal plans or “tribal knowledge.” Create a written 30-60-90 onboarding plan that details expectations, milestones, and key outcomes. For the first two weeks, apply the NASA method: a daily, hour-by-hour schedule that aligns the new hire with every department, cultural cue, and technical requirement. Doing so sets a strong foundation for success and dramatically reduces early turnover.

Summary Paragraph:

If you’re serious about improving your sales management, elevating your sales processes, and building a team that drives real revenue generation, this episode of Two Tall Guys Talking Sales is essential listening. Kevin, Sean, and Patrick break down what too many business owners get wrong—and how you can get it right. Whether you’re scaling a team or hiring your first rep, these insights around onboarding, messaging, and business acumen will accelerate your journey toward consistent sales success. Press play now and walk away with tools you can use today.