A consultative sales methodology that emphasizes understanding prospect needs, establishing common goals, and moving through the sales pipeline with confirmed alignment at each stage before advancing.
7 episodes
Todd and Virginie demonstrate live how to build a complete marketing plan using AI tools like ChatGPT and Claude. They identify lack of clarity as the biggest barrier to AI adoption among executives, design a five-step 'AI Value Blueprint' service offering targeting CMOs, CROs, and COOs in B2B SaaS, and develop persona-specific messaging and automation workflows—all within one hour using conversational AI.
A fractional CTO demonstrates using Claude AI with deep research mode to generate a comprehensive business development and go-to-market plan for his consulting practice. By uploading PDFs of marketing materials, case studies, and service offerings, he prompts the AI to identify ideal customer profiles across four tiers, create multi-channel outreach strategies, and produce detailed execution plans including email templates and event recommendations—all refined through iterative conversation.
Alan Gold, a fractional CMO and sales consultant with 30+ years in technology marketing, discusses the evolving landscape of sales and marketing in the AI era. He covers M&A market dynamics, hiring and developing sales talent, the critical importance of strategy over tactics in marketing, and how companies can break through growth plateaus by finding adjacent markets and refining their differentiation.
Jim Rozich, founder of Wheels Up Sales and Marketing, discusses helping early-stage startups build effective sales processes and avoid common founder mistakes. He emphasizes value-based messaging over feature lists, proper CRM implementation, and understanding buyer psychology. The conversation covers cold email strategy, multi-channel outreach, AI tools for sales, and the importance of discovery calls that prioritize listening over pitching.
Rich Makover, a fractional Chief Revenue Officer and executive coach at TechCXO, shares his journey from Penn State lacrosse player to CPA to sales leadership at Avon and beyond. He discusses the value of athletic resilience in sales, the evolution from individual contributor to C-suite executive, and his transition into fractional leadership and executive coaching. The conversation covers sales strategy, team building, leadership development, and helping professionals navigate career transitions.
Mark McCarthy, founder of Pro Consult IQ, discusses the complexities of cross-Atlantic business expansion for B2B software companies. He covers cultural differences in sales approaches, regulatory considerations across US states versus UK markets, and the critical importance of hiring locally and understanding regional business practices. McCarthy emphasizes that successful market entry requires more than language compatibility—it demands cultural adaptation, proper incorporation, local partnerships, and strategic timing for direct market presence.
Jay Kleinman, a 30-year healthcare business development veteran, discusses his journey from playing D1 football at Auburn under Pat Dye to leading commercial strategy for early-stage healthcare companies. He shares frameworks for segmentation, discovery-based selling, and go-to-market planning, emphasizing relationship capital, authentic outreach, and the transformative potential of digital health for elder care populations.
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