Zach F.

Executives won't open cold emails, but they will open a package. This is my best advice for breaking into Tier 1 accounts... When we were trying to break into big enterprise accounts at Levelset, there was one approach that consistently worked. We sent our top prospects a gift in the mail. Most teams never try this. They send another cold email, another LinkedIn message, or another voicemail. Then they sit around wondering why nothing converts. When you’re going after companies that can change your trajectory, you have to operate differently. Start with the person you are trying to connect with. Before you buy anything, spend time learning about the prospect. Look at what they post. Notice what they care about. Listen for the problems they’re trying to solve. You’d be surprised how often people leave clues out in the open. AI is really helpful at pulling this together for you. It's important to understand what would actually matter to them. Pick a gift that shows you pay attention. It takes more effort to pick something thoughtful than it does to spray a thousand people with the same sequence. But you’re not going after a thousand people. You’re going after the handful who can meaningfully move your business forward. It doesn’t need to be expensive. It needs to be personal. Somewhere in the $25–75 range is enough to show you cared without feeling transactional. Include a handwritten card. Keep it simple. Three or four sentences. Tell them why you chose the gift. Tell them what it made you think about in their business. Then make a clear, easy ask. When everything else in their stack is automated, a handwritten note stands out. Send it in a bubble mailer. Nothing fancy. USPS works fine. A bubble mailer gets opened. People are curious. Just make sure the address is right. We double checked every single one. Full up after it arrives. Don’t assume they saw it. Don’t assume they connected the dots. Send a short email. “Just shipped you something. Should arrive this week.” Then follow up again after it lands. The follow up is where the meetings get booked. Did this work? At Levelset, this was our most reliable way to break into large accounts. The response rates were dramatically higher than anything we did through email or phone alone. And it wasn’t because we were clever. It was because we were willing to put in more effort than everyone else. Most reps won’t spend thirty minutes researching a prospect or writing a card. That’s fine. The ones who do will win the meetings with the best prospects. The Reality This work doesn’t scale. It’s not supposed to. You don’t run this play for your entire TAM. You run it for the hundred companies that would meaningfully impact your business if you earned their trust. For those accounts, a thoughtful gift is a small investment compared to the upside. And if you’re willing to do the work, you’ll end up in conversations your competitors never even get close to.

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One of my old teams used to BCC me on any deal-related email that would have been worth mentioning to me on a 1:1 or a forecast call, and it's something that helped us create urgency and efficiency in deals, especially at year-end. Why? Because it helped give me visibility into the nitty gritty of what was happening on our critical deals and also helped the rep get eyes on what was happening from a (mostly) clear-headed thinker. A. I got to coach in the moment. "Great reply. Here are two specific things that worked well..." "Love this but think about their real question - what do you think it is?" B. It kept me updated in real-time. The rarity with which I had to say "where are we with this deal" was a saving grace for all of us. C. It let me add a strategic layer for next steps. "Have you thought about connecting them with..." "I think they have an objection here, did you get that same sense?" "Have you connected with our users (champions) recently? Might be good to give them a heads up on where we are and see if they have intel." D. Created a cadence with other leaders. I'd take that same email, forward it to my boss or mentor or other brain on my team and say "Here's where we are - what am I missing? Anything different that you would do?' which then also created a better partnership with them and gave me real-time coaching, too. This is a very small "why didn't I think of that" nuance that pays off in spades for acceleration of deals, creates better bonds with your team (without feeling micromanage'y), and does what sales training often can't: get into the tiny details that are often missed and usually end up being the game changer in creating exceptional sellers. #samsales

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I’ve helped dozens of AEs and SDRs transition into SE/SC roles. There’s no doubt that you can earn a lot as an AE. AEs can make $1,000,000+ in a good year - a very lucrative career path. But the reality is most AEs don’t get there. It takes exceptional skill, timing, and a bit of luck to perform at that tier consistently. (I personally would be a terrible AE 😅) That’s why many folks choose to pivot into Sales Engineering - where the earning potential is still strong, but far more consistent. That’s what the data in the image shows: AEs: 36% SEs: 74% (Same company, similar OTEs) As an SE, you don’t always have the extreme upside that your AE counterpart will, but your income is more stable. (*there are some companies that pay SEs similar to AEs, with SEs able to clear $1M+ in a great year, though this is more of the exception than the rule) As an SE, there’s also less pressure to hit quota, quarter after quarter. The roles are different, with different responsibilities and varying degrees of risk (and upside). Both paths can provide tremendous opportunities, depending on your strengths and the type of work you enjoy. Hope this provides some perspective for those who are considering SE or AE career paths.

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Your AEs are sitting around waiting for SDR meetings while their pipeline coverage drops < 2x. And you're wondering why forecasts keep missing. The linear SDR-to-AE model assumes clean handoffs and qualified pipeline flowing upward on schedule. But markets are tighter now. Budgets are frozen. Decision cycles are longer. You CANNOT afford to depend on a single pipeline source. Parallel prospecting should be, with few exceptions, not even up for debate right now. Here are some standards to set in stone: 1. SDRs focus on top-of-funnel volume. Book meetings. Qualify interest. Create awareness in accounts that aren't actively buying yet. 2. AEs prospect their own territory. Hunt for warm referrals. Expansion opportunities. Build relationships with execs. Go after high-value targets that require account context and business acumen. 3. Execs (yes, you) support in relationship-building Board members, founders, C-suite: everyone participating in opening doors and accelerating deals. Don’t get me wrong - this is NOT about SDRs failing. It's about current market conditions requiring more pipeline from more sources. Some of the best sales teams I know moved away from mass outreach this year and leaned into their network. Asked for referrals. Re-engaged relationships from 2-3 years ago. Fewer touches but higher quality deals. Better logos. Larger ACV. PS - Few teams I know use Vieu to uncover who in the company network (investors, advisors, customers, execs etc.) is connected to target buyers and can make intros. Check it out here: https://lnkd.in/g9GB2J8u That's AE-level prospecting. That requires business relationships and strategic thinking that SDRs typically don't have access to yet. The pushback usually sounds like: "But that's what we pay SDRs for. AEs should be closing, not prospecting!" lol ok. How's your pipeline coverage looking right now? If your AEs only work SDR-sourced pipeline, they're dependent on a single source. The implementation is straightforward: - Adjust quota expectations. If AEs spend 20-30% of their time prospecting, quota reflects that or territory size decreases. - Comp structure rewards it. Higher commission rates on self-sourced deals. SPIFFs for expansion within existing accounts. - Track pipeline composition. What percentage is SDR-sourced vs. AE-sourced? If it's 90/10, your AEs aren't really prospecting. - Get the right tech: Vieu for scaling network-led intros, Clay for market signals etc. This doesn't eliminate SDR teams, but it does admittedly change how they work with AEs. In a good way, IMO. Less handoff friction. More collaboration on account strategy. SDRs opening doors, AEs building relationships. Your top performers already do this. They're not waiting around for their next SDR meeting. They're working referrals, reaching out to warm contacts, expanding existing accounts. Make it systematic across the whole team.

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Top performers in sales aren't just naturally gifted - they're methodical masters of their craft. • They manage 164% more pipeline • Excel at discovery, with 55% better performance • Experience 217% fewer late-stage slips • Win rates are 43% higher than average Why? Because they've turned key processes into disciplines: - Discovery isn't a phase, it's an ongoing practice - Qualification is a science, not a gut feeling - Stakeholder mapping is their secret weapon - Objection handling is rehearsed, not improvised Want to elevate your team's performance? DM me so you can share some details, and then I’ll share a specific plan to engineer success, not just hope for it. #SalesExcellence #PerformanceOptimization #RevenueGrowth

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