Can setting clear boundaries actually help you excel in your sales career? We had an enlightening conversation with Michele Delgado from Hartmetrics, who reveals how setting boundaries isn't just about saying "no" but is a pathway to professional success and personal well-being. Michele shares her own transformative journey within the sales industry, highlighting how establishing upfront contracts and maintaining clear communication can prevent burnout and ensure better service. We also tackle common fears like the dread of losing clients when not meeting immediate demands, and offer strategies to overcome imposter syndrome and build confidence.

Michele's insights continue as we discuss the irreplaceable role of human connections and empathy in the workplace. Learn how personal experiences, such as dealing with a family member's illness, can deepen your understanding and foster stronger relationships with colleagues. Michele emphasizes the power of curiosity and open-mindedness in creating a supportive and flexible work environment. Finally, we delve into the crucial role of leadership in enabling employees to set and respect their own boundaries, shifting the focus from short-term gains to long-term satisfaction and celebrating personal milestones to bolster confidence. Tune in for actionable advice on maintaining a healthy balance between professional and personal life.

(00:10) Setting Boundaries for Professional Success
(07:30) Building Boundaries Through Human Connections
(13:05) Empowering Boundaries for Professional Growth

(00:10) Setting Boundaries for Professional Success

Michele Delgado from Hartmetrics explores how to succeed at setting boundaries, particularly in sales. Michele shares her journey, emphasizing the importance of setting boundaries to avoid burnout, especially when starting out in sales. We discuss common misconceptions and fears that hold people back, such as the fear of losing clients if immediate demands aren't met. Michele highlights the significance of building strong relationships, clear communication, and setting upfront contracts with clients. We touch on overcoming imposter syndrome and maintaining confidence in what you’re selling. By establishing boundaries, you can provide better service and maintain a healthy work-life balance.

(07:30) Building Boundaries Through Human Connections

Michele highlights the importance of human connection and communication in professional settings. We explore how personal experiences, like dealing with a family member's illness, can unexpectedly foster empathy and understanding between colleagues. Sharing such experiences can transform professional relationships and set a foundation for better communication and boundary-setting. We discuss how staying curious about others' behaviors and circumstances can lead to more compassionate interactions. By asking neutral questions and remaining open to different scenarios, we can create a more supportive and flexible work environment, ensuring that both professional and personal needs are met effectively.

(13:05) Empowering Boundaries for Professional Growth

Michele focuses on the crucial role of leadership in creating a supportive environment for employees, especially salespeople, to set their own boundaries and make choices that benefit both them and their clients. We explore the importance of maintaining open communication, building strong relationships, and shifting the focus from short-term wins to long-term satisfaction. Emphasizing the value of presenting solutions rather than problems, we also discuss the challenges faced by individuals who feel like outcasts and the importance of celebrating personal milestones to build confidence. Finally, we touch upon the necessity of recognizing and managing negative self-talk to maintain a positive mindset and ensure healthy interactions.

Unlock the power of Account-Based Marketing (ABM) and revolutionize your business strategy with insights from Kerri Martinek, head of global brand and marketing at Sandler. Discover why targeting entire accounts instead of individual leads is crucial in the B2B world, particularly when dealing with comprehensive buying committees that can include up to 20 people. Learn how even small businesses can leverage tools like ZoomInfo and HubSpot to implement ABM effectively without breaking the bank. Kerri demystifies common misconceptions around ABM, proving that it's not just for large enterprises, and offers practical advice on creating target account lists and balancing personalized buyer experiences with a broader focus.

Ready to elevate your ABM game? This episode dives into advanced tactics to create impactful workflows and automation strategies using next-level tools like HubSpot Copilot. You'll hear about real-world success stories featuring high-touch campaigns and multi-channel approaches that drive impressive conversion rates and meet pipeline goals. Whether you're just starting or looking to refine your ABM efforts, the episode provides valuable encouragement and resources, including free materials on Sandler's website and an invite to the Sandler Summit in Orlando. Don't miss this opportunity to harness the full potential of ABM and transform your business outcomes.

(00:11) Account-Based Marketing Strategies for Small Businesses
(12:41) Advanced ABM Tactics and Success
(20:49) ABM Encouragement and Resources

(00:11) Account-Based Marketing Strategies for Small Businesses

This chapter explores how to effectively implement Account-Based Marketing (ABM) for businesses of any size. Kerri breaks down the fundamentals of ABM, emphasizing its importance in targeting entire accounts rather than individuals, particularly in a B2B context. We discuss the shift in focus from individual leads to comprehensive buying committees, which can range from 14 to 20 people, and the need for more strategic use of marketing budgets in a post-pandemic landscape. Keri addresses common misconceptions, such as ABM being exclusive to large enterprises, and highlights accessible tools like ZoomInfo and HubSpot for smaller businesses. We also touch on the paradox of needing to expand focus to an entire account while creating personalized buyer experiences. Finally, we explore the creation of target account lists, distinguishing between dream accounts and ideal client profiles based on current engagement and business needs.

(12:41) Advanced ABM Tactics and Success

Kerri talks about on creating effective workflows and automation strategies for Account-Based Marketing (ABM). We explore how tools like HubSpot and ZoomInfo can facilitate high-touch campaigns through emails, social media, landing pages, and forms. Emphasizing the importance of personalization, we discuss segmenting audiences by industry, role, and interests, and utilizing advanced CRM tools like HubSpot Copilot for deeper insights. We highlight the benefits of a multi-channel approach and the significance of tracking key metrics, such as conversion rates and pipeline goals. Lastly, we share real-world success stories and advice on starting small and gradually building confidence and traction in ABM strategies.

(20:49) ABM Encouragement and Resources

Kerri encourages listeners not to be intimidated by Account-Based Marketing (ABM) despite its seemingly complex and resource-intensive nature. It highlights that even small components of ABM can be tried without significant investment, and the worst-case scenario is that it doesn't work, allowing you to continue with other strategies. The discussion also emphasizes the availability of free resources on Sandler's website, including white papers, webinars, and summit recordings, to help you get started with ABM. Additionally, an invitation is extended to join the Sandler Summit event in Orlando on April 2nd and 3rd, 2025, for further learning and networking opportunities. The key takeaway is to give ABM a shot and utilize the available resources to support your efforts.

Unlock the secrets to transforming sales leadership with the power of gender equity in our eye-opening conversation with Wendy Walbridge from Spiral Up. Discover how embracing women in leadership roles can revolutionize relationships, productivity, and company performance. Learn about the cultural shift towards feminine values and the undeniable economic influence women hold today. Wendy breaks down compelling statistics and makes a strong case for why gender diversity is a win for everyone, not a zero-sum game.

Challenge the status quo in sales careers as we confront persistent stereotypes and biases. Tune in to understand why the most successful salespeople often rely on listening and emotional intelligence rather than pushy tactics. We dive into the sometimes heated issues of equal pay and hidden privileges, exploring how biases affect raises and opportunities. Get an insider's view of the evolving landscape of education and hiring practices, and why practical experience is becoming more valuable than ever. Adaptability and continuous learning emerge as crucial elements in navigating the modern job market.

Finally, embark on a journey of personal growth and resilience. Wendy shares her powerful story of overcoming chronic illness, offering lessons in autonomy, creativity, and self-compassion. We stress the importance of emotional literacy for men and women, encouraging everyone to find their voice and master negotiation skills. Reflect on what it means to redefine success and step outside your comfort zone. Plus, get the scoop on our latest podcast episodes and the upcoming "Spiral Up" coaching group, designed to help women elevate their personal and professional lives.

(00:11) Empowering Women in Sales Leadership
(16:40) Challenging Bias in Sales Careers
(24:14) Personal Growth and Overcoming Challenges

(00:11) Empowering Women in Sales Leadership

This chapter explores the importance of sharing power, especially in terms of gender equity in the workplace. Wendy Walbridge from Spiral Up discusses the benefits of having women in leadership roles and how it positively impacts relationships, productivity, and overall company performance. We examine the cultural shift towards more feminine values and the increasing economic power of women, citing significant statistics such as the high percentage of working women and their growing control over wealth. Additionally, we emphasize the need for a growth mindset and how the sales profession, traditionally male-dominated, can benefit from welcoming more women into its ranks. The chapter underscores the notion that sharing power and fostering gender diversity is not a zero-sum game but a pathway to better results and opportunities for all.

(16:40) Challenging Bias in Sales Careers

This chapter examines the nuanced nature of sales roles and the impact of stereotypes and biases in the industry. We explore how the best salespeople often defy the loud, pushy stereotypes, instead excelling through listening, emotional intelligence, and quiet influence. We address the issue of equal pay, highlighting that women ask for raises as often as men but receive them less frequently due to deeper biases. Privilege is also discussed, with examples illustrating how hidden advantages shape opportunities and perceptions. Additionally, we touch on the evolving landscape of education and hiring practices, advocating for a more inclusive approach that values practical experience and skills over formal degrees. The conversation concludes with a forward-looking perspective on the importance of adaptability and continuous learning in an ever-changing job market.

(24:14) Personal Growth and Overcoming Challenges

This chapter focuses on the significance of where we direct our attention and the impact it has on our energy and overall life. We explore the importance of emotional literacy, particularly for men, and how understanding a wide range of feelings can enhance emotional intelligence and relationship-building. The conversation also highlights the necessity of women finding their voice in challenging situations and mastering the art of negotiation. Emphasizing the importance of action, we discuss the value of facing fears and stepping outside comfort zones to live a fulfilling life. The guest shares personal insights, including overcoming a chronic illness, which provided valuable lessons in autonomy, creativity, and self-compassion. The chapter concludes with reflections on redefining success and the lessons learned from physical challenges.

Unlock the secrets to successfully raising prices for long-term clients with insights from Clint Babcock, a seasoned Sandler trainer from Tampa Bay. Overcome common sales hesitations and misconceptions, particularly the discomfort of discussing money and the fear of damaging client relationships. Clint provides indispensable advice on understanding and communicating the 'why' behind price increases, ensuring confidence in the value offered and tailoring approaches by industry specifics and adjustment scales.

Explore strategic considerations for moving upstream in the market and the acceptance of losing some clients in favor of higher-value ones. Learn the importance of having the right messenger, whether it’s a senior figure or a dedicated committee, to convey price changes effectively. Clint shares negotiation tactics, including offering alternatives like reduced services or extended contracts, and the concept of BATNA to handle client reactions. Integrate price discussions into routine reviews and leverage customer contributions to maintain strong relationships amid price adjustments. Tune in for practical strategies and expert advice to navigate the complex landscape of price increases seamlessly.

(00:10) How to Succeed at Raising Prices
(10:54) Navigating Price Increases Successfully
(24:53) Effective Price Increase Negotiation Strategies

(00:10) How to Succeed at Raising Prices

This chapter explores the challenges and strategies of raising prices for long-term clients. We address the initial hesitations and misconceptions salespeople might have, particularly around the discomfort of discussing money and the fear of damaging customer relationships. Clint Babcock emphasizes the importance of understanding and communicating the 'why' behind the price increase, ensuring that everyone involved believes in the value of their products and services. Additionally, we touch on how personal money concepts can affect one's confidence in justifying price changes, and highlight the necessity of adapting approaches based on the industry and the scale of price adjustments.

(10:54) Navigating Price Increases Successfully

This chapter explores the strategic benefits and considerations of raising prices for clients, especially when aiming to move upstream in the market. We discuss how losing some clients during this transition is often acceptable and even beneficial, as the new clients acquired at higher rates typically offer better returns. Emphasizing the importance of the right person delivering the price increase message, we highlight the potential need for a senior figure or a dedicated committee to handle tough conversations. We also touch on negotiation strategies, such as offering alternatives like reduced services or extended contracts to manage client expectations. Additionally, we introduce the concept of BATNA (Best Alternative to a Negotiated Agreement) to evaluate clients' potential reactions and the stickiness of services to retain them despite price hikes. Integrating price discussions into regular reviews is also suggested to ease the process.

(24:53) Effective Price Increase Negotiation Strategies

This chapter explores effective negotiation techniques and communication strategies when delivering difficult messages, such as price increases. We discuss the importance of style, using anchoring to frame price changes positively, and the value of offering options that provide perceived benefits, such as locking in rates for a longer term. Additionally, we cover the delicate balance of allowing negotiation room without compromising on pricing, and how leveraging customer contributions like testimonials or white papers can be beneficial. We also emphasize the necessity of addressing at-risk customers promptly to maintain relationships, ensuring follow-up from senior management to mitigate dissatisfaction.

This week, we explore the intricacies of onboarding an operator with insights from Mandi Ellefson, author of Hands Off CEO. Learn how to effectively transition responsibilities, set clear expectations, and empower your team for success. Mandi provides practical advice on creating a robust framework that supports both the operator and the overall business objectives.

Join us for a deep dive into the essential elements of successful onboarding. Mandi’s experience highlights the balance between delegation and leadership, emphasizing strategies to ensure a smooth integration of new operators into your business.

Don’t miss this episode filled with actionable insights for optimizing your onboarding process and achieving operational excellence!

Timestamps:

00:01:00 Replacing yourself to focus on growth

00:10:10 Defining and standardizing excellence

00:12:33 Common hiring mistakes

00:14:56 Timing and ROI of hiring an operator

00:19:27 Being intentional during transitions

00:21:42 Calculating ROI for hiring an operator

00:23:19 Finding and onboarding operators

00:25:37 Ideal traits in an operator

Key Highlights

• Effective onboarding involves more than just delegating tasks; it’s about setting a clear framework for success.

• Clear role definitions and expectations help operators perform efficiently and integrate smoothly into the team.

• Regular communication and feedback are crucial for aligning expectations and resolving issues promptly.

• Performance metrics should be used to evaluate and refine the onboarding process for continuous improvement.

• Addressing common onboarding challenges proactively can lead to better outcomes and a more cohesive team.

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In this episode, Madeline Miller focuses on engaging and coaching Gen Z employees as they move into leadership roles. Gen Z currently represents just under 20% of the workforce, but by 2030, millennials and Gen Z will make up two-thirds of the workforce. Madeline stresses the importance of early leadership development for Gen Z, to prevent the need to unlearn bad behaviors later. Gen Z faces unique challenges due to remote work and the digital landscape, which affect their communication skills. Madeline highlights the need for a balanced approach to resilience, not just focused on grit but also emotional processing, which is essential for strong leadership. She discusses how leaders can foster alignment between company goals and Gen Z’s mission-driven mindset by creating opportunities for professional development and engagement.

Tune in to learn practical strategies for empowering the next generation of leaders.

Timestamps:

00:01:18 Importance of teaching leadership skills early

00:02:28 Gen Z's communication and leadership skills

00:04:29 Mindset shift needed for engaging Gen Z

00:05:34 Resilience and emotional processing

00:07:06 Leader's obligation to engage employees

00:09:58 Alignment with personal goals and values

00:13:22 Accommodating job turnover in younger workers

00:15:24 Influence through interpersonal communication

00:19:21 Setting communication standards in the company

00:21:34 How Madeline defines success

00:23:20 Overcoming the hurdle of career self-reflection

Key Takeaways:

• Early leadership development prevents the need to unlearn bad habits later.

• Gen Z’s communication challenges stem from remote work and digital interactions.

• Emotional resilience is crucial for leadership, beyond just grit.

• Leaders should align company goals with Gen Z’s purpose-driven values for greater engagement.

• Gen Z thrives in collaborative and feedback-rich environments, where they can see the impact of their work.

• Creating clear paths for career growth and continuous learning motivates and retains Gen Z talent.

• Flexibility in work environments is key to engaging Gen Z, as they highly value work-life balance.

• Gen Z is driven by authenticity and transparency in leadership, making it important for leaders to communicate openly.

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In this episode of How To Succeed Podcast, we explore the concept of organizational excellence with Jim Dunn, a seasoned Sandler trainer from Charlotte, North Carolina. Jim shares valuable insights on how leaders can build exceptional organizations by fostering a culture of continuous improvement and creating systems that make their roles less central to day-to-day operations. The discussion highlights key elements such as empowering teams, keeping up with new technologies, and ensuring everyone is aligned with the company’s vision. Jim emphasizes that true leadership involves making yourself irrelevant by delegating tasks and allowing others to thrive in their roles.

As the conversation unfolds, Jim outlines how leaders can balance being passionate about the business and maintaining objectivity. He offers practical advice on creating clear priorities, hiring the right people, and continuously refining processes to ensure organizational growth. Whether you're a seasoned leader or an aspiring entrepreneur, this episode provides actionable strategies to take your leadership and organization to the next level.

Timestamps:

00:00:00 Introduction and overview of organizational excellence

00:01:54 Misconceptions about leaders and the importance of delegation

00:04:03 Balancing passion and emotions in leadership

00:07:03 The six P's of organizational excellence

00:10:21 Defining roles and positions in an organization

00:13:14 Hiring and developing people

00:17:19 Processes, performance metrics, and the importance of flexibility

00:19:35 The role of tools and techniques in organizational excellence

00:22:18 Specific tools for prioritization, onboarding, and individual training needs

00:24:46 Customizing tools and identifying blind spots through assessments

00:26:14 The importance of continuous learning and growth

Key Takeaways:

• Organizational excellence is about continuous improvement and ensuring teams are aligned with the company’s vision.

• Effective leaders delegate tasks, allowing their teams to manage day-to-day operations while they focus on higher-level strategy.

• Passion and objectivity must be balanced; great leaders avoid getting bogged down in emotions and instead maintain a long-term vision.

• Creating clear priorities and defining roles within the organization is crucial for success.

• People development and training are ongoing processes that must be reinforced to keep the team growing.

• Processes need to be regularly reviewed and improved with the help of new technologies.

• Performance metrics should be tracked to ensure that organizational processes are working effectively and supporting growth.

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