The strategic process of defining and segmenting target customers by tier, pain points, budget, and decision speed to optimize sales and marketing efforts.
5 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 plan. By uploading marketing materials, case studies, and service offerings, the AI produces detailed ideal customer profiles, multi-channel outreach strategies, budget allocations, and personalized contact sequences—illustrating how experienced professionals can leverage AI to automate strategic planning while maintaining the judgment to guide and refine outputs.
Jim Rozich, founder of Wheels Up Sales and Marketing, discusses common mistakes early-stage founders make when going to market—particularly 'Founder's Disease,' where entrepreneurs lead with product features instead of customer value. He covers CRM implementation, value-based email messaging, discovery call methodology, and how AI tools should support rather than replace human sales judgment.
Christy Johnson, performance engineering lead at VIP Ventures, discusses her unconventional path from microfinance in Costa Rica to steel manufacturing to venture capital. She shares lessons from seven years as CEO of a portfolio company, the importance of culture in remote teams, and VIP's hands-on approach to helping founders through focused strategy, investor symposiums, and operational coaching.
Jay Kleinman, a 30-year healthcare sales and business development veteran, discusses how lessons from playing D1 football at Auburn under Pat Dye shaped his approach to building commercial teams for early-stage healthcare companies. He covers segmentation strategy, discovery-based selling, and the transformation of elder care through digital health and telemedicine adoption accelerated by COVID-19.
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