Sales Planning & Hiring Checklist

Over the next 12 months, we will be exploring different topics within our annual theme of ‘setting up an outbound sales team’. The first topic we will be exploring is ‘planning and hiring’ – the first step to creating an outbound sales function.

Whether you’re a Founder looking to make your first sales hire, or you’re a sales/revenue leader looking to grow your existing team, it’s important to have a robust plan in place that will help you hire the right person.

We understand recruiting sales professionals takes time and resources, looking through CVs, interviewing potential candidates and training successful candidates. Hiring a candidate without proper planning could put you back to square one, losing all the time and resources you had dedicated previously.

To help you make your first or next sales hire successful, we have developed the ‘Sales Planning & Hiring Checklist’ that consists of 23 questions you need to be asking yourself if you’re thinking about planning and hiring for your sales team.

If you’d like to talk more about any of the topics discussed in this blog or discuss developing your sales strategy, get in touch call 0808 178 6606 or email contact@air-marketing.co.uk.

ON AIR: With Owen Featuring Stephanie Livingston – Head of Sales, Birdie

Introducing our ninth episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our ninth guest is Stephanie Livingston, Head of Sales at Birdie Home Care Software.

Owen and Stephanie discuss creating an environment for women to succeed in sales. Including: 

  • Why it’s important 
  • How to start making a difference 
  • How having a female leader impacted Stephanie 
  • Where sales is as an industry, around moving towards a change where both men and women can be successful 
  • What male leaders can do to help push things in the right direction 
  • How to create a safe environment 
  • Whether diversity should be celebrated or be viewed as ‘normal’ 
  • Language that impacts perceptions 
  • Who Stephanie looks to as a role model 
  • The difference between people being different and people being equal 
  • Advice to women starting their sales career 
  • Why we should stop apologising in the workplace

Planning & Hiring An Outbound Sales Function

Asking the hard questions and avoiding the pitfalls

Ask anyone who has done it, and they’ll tell you honestly: building your sales team is not easy. The road to a high performing, well-oiled sales machine is a rocky one, filled with challenges that you might have overlooked or ones that you knew you’d have to overcome. As someone who has been through this process with my own company and helped hundreds of clients shape their sales functions, I’m confident I can help you find an easier way through it. In this series, I’m going to show you the sharp end of sales success, taking stock of what you need to think about at every stage and hopefully saving you some time (and exasperation) while providing some inspiration.

Planning is essential to success

In my experience, there are two familiar scenarios: those businesses that want to build a sales function because the business Founder has been doing most of the selling. They’re at the point where to see serious growth; they need more sales resource. Primarily resource focused on selling rather than wearing many different hats. And there are those businesses that have recently secured funding and need to nail their go-to-market strategy and get out there and sell. To do that, they’ll need a team. They are looking for a repeatable and scalable sales model that will deliver against their financial forecast and demonstrate their viability to investors.

This is where it all begins. You know you need sales resource, so what do you do next? At this point, some businesses dive right into hiring their first dedicated salesperson. It might seem logical, but without a plan, the processes, the data, researched target profiles and the right messaging, how can you give your new hire the tools they need to succeed?

Developing your Sales Playbook

It’s why your Sales Playbook is so essential; this is your blueprint for how you define and reach your market, the message you use and the processes you follow to close business. And even the most tenacious and experienced salesperson will benefit from a sales playbook that brings together the best practice you’ve developed so far. I’ve seen less experienced SDRs ramp up their productivity much more rapidly when armed with the right messages, data strategy, technology, and objection handling practices.

Failing to put in the groundwork and thinking about who you are targeting and the key benefit statements around your service is a missed opportunity and will make it far more difficult for your salesperson to sell. This is especially true if they’ve not been part of the Founder and the technical developers’ product development journey. And even if you have a very niche or defined market, where are you sourcing your data, and what channels do you plan to use to contact these people? Will you focus on speed and quantity or quality of engagement? And what will the sales process look like beyond that first engagement or conversation? Maybe you’ll decide LinkedIn outreach is the best plan, or perhaps you’d rather go for a cold calling approach. Wherever you land, you need a plan to make your chosen method work well. For example, if a customer asks about pricing reasonably early on in your conversation, what’s your stance? Do you readily share this with them? Or does it require a more in-depth consultative discussion bringing in other teams in the business? What’s the qualification criteria for passing over to, say, Business Development to advance the lead to an opportunity? And what collateral and process docs do you need to support their efforts? These are questions worth knowing the answer to because they allow for a smoother sale and a more seamless customer experience.

Not all sales professionals are made alike

Without a plan in place or a clear data strategy, you could hire an experienced salesperson and a more junior salesperson, give them each a LinkedIn Sales Navigator account and send them on their merry way. How do you know they’ll use consistent messaging? You can’t account for how much time they’ll need to spend researching ahead of a call or meeting. With no plan or foundation level messaging, they may need to spend more time tailoring more personalised approaches, with no certainty or assurance they’re going in the right direction. By which point, you’ll have to cycle back and rethink your targets and your plan.

And this neatly brings me to my next point; not all sales professionals are made alike. And how you plan to interact with your target audience hugely influences the type of person you need to hire. Suppose you’re planning high volume, top of the funnel activity. In that case, you need a very different type of sales professional than if you are expecting your hire to navigate large organisations as part of an account-based marketing approach and close a complex technical deal. It would help if you also thought about what matters most to you as a business. Do you care most about cultural fit, industry experience or sales track record? Do you need someone who is not afraid of the phone or someone who has finesse with their copywriting?

Furthermore, do you need someone who will grow a team and build your sales function out, or will they likely not get this opportunity. Each of these scenarios requires a very different kind of person.

If you’ve never hired a salesperson before, it can be tricky to match experience with what your organisation most needs to grow. It might be tempting to opt for somebody senior, but can they replicate their success in a lean startup without the resource and budget they may be accustomed to? It might be that they would prefer to spend more time on strategy and less time on delivery when you need both.

Realism can help you plan better

I’m sorry to say this, but you will fail before you succeed. Fail fast, and you will move on to bigger and better things, armed with lessons learnt.

And if/when you realise that you made the wrong call, do you know how to fix it? I’ve seen this quite a lot, where an organisation’s attempt at building out sales just isn’t working. Sometimes, it’s due to a misjudged hire, potentially poor cultural fit, or lack of experience. Sometimes it’s simply due to not enough clarity around the organisation’s sales cycle. If you haven’t accurately judged when your sales investment is likely to deliver a return on investment, you could be working blind and failing to produce enough leads to convert sales months down the line. Or you could have set the wrong expectations entirely along with other stakeholders in the business (including yourself).

Often a Founder or CEO who has brought in all the business to date unfairly expects a salesperson to replicate their success and deliver the same numbers. Without the Founder’s autonomy, experience, and depth of product knowledge, this is almost impossible. And however hard an employee tries, they cannot replicate the passion of a Founder. I know this myself, and while I expect my team to be enthusiastic and care, I don’t expect the vision for the business to take up permanent residence in their daily thoughts; that’s on me.

It’s also worth noting that a new sales hire doesn’t have anywhere near that amount of flexibility and creative control and is unlikely to be as warmly received as a CEO, which, as we all know, can open doors.

When it comes down to it, building a successful sales team requires serious reflection before you even begin. It’s my firm belief that with a realistic plan, a sensible approach to achieving your targets based on accurate sales forecasting and numbers, a well-developed playbook and a clear view of the type of salespeople you need to hire, you have every chance of success.

Oh, and one more thing; you’ll need some patience and understanding, too. Because (sorry) you’re far more likely to get it wrong before you get it right!

If you’d like to talk more about any of the topics discussed in this blog or discuss developing your sales strategy, get in touch call 0808 178 6606 or email contact@air-marketing.co.uk.

Opinion Piece by Owen Richards, Founder & CEO

ON AIR: With Owen Featuring Greg Freeman – VP Revenue, kleene.ai

Introducing our eighth episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our eighth guest is Greg Freeman, VP Revenue at kleene.ai.

Owen and Greg discuss everything around a company’s first sales hire. Including:

  • Why and when you should be looking to recruit
  • The options that a Founder has
  • The issues with recruiting an SDR or ‘the corporate’ as your first sales hire
  • Misconceptions and issues around recruiting from a competitor
  • How do you know what you’re hiring if you don’t know what you’re hiring?
  • What you should be looking for as a Founder
  • What you should do as a first sales hire
  • Why Founders shouldn’t treat their first sales hire as an employee
  • What Founders should factor into package discussions / what first sales hires should negotiate on

ON AIR: With Owen Featuring Neil Mullane – UK General Manager, Dext

Introducing our seventh episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our seventh guest is Neil Mullane, UK General Manager at Dext. Previously Head of UK Sales & Service at Funding Circle, and Head of Corporate & Business Banking at Barclays Corporate Banking

Owen and Neil discuss a topic close to both of their hearts – relationship-based sales. Including: 

  • Why it’s so powerful 
  • Whether building a relationship helps you in a transactional sale 
  • The requirement of someone who works in a relationship-based sales role 
  • Experience of decision making based on relationship over logic 
  • How being a comedian plays an important role in relationship building 
  • Why resources should be used to build relationships with prospects who have long sales cycles 

ON AIR: With Owen Featuring Raymond Wright – Co-Founder & Chief Revenue & Operations Officer, ufurnish.com

Introducing our sixth episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our sixth guest is Raymond Wright, Co-Founder and Chief Revenue & Operations Officer at ufurnish.com.

Owen and Ray discuss building repeatable, scalable B2B models of revenue growth. From Ray’s experience of scaling Lead Forensics‘ turnover from £500,000 in 2011 to over £35 million by the end of 2017, as well as growing ufurnish.com to a 129 retailer platform (including John Lewis, MADE.COM, Dunelm, and Wayfair) within 3 years, he shares the incredible learnings that he’s gained.

 

Sales Confidence’s Sales & Revenue Leaders Event – 17th March 2021

Our Founder & CEO, Owen Richards, co-hosted Sales Confidence‘s second Sales and Revenue Leaders event of 2021 alongside Sales Confidence’s very own James Ski!

Speakers for this event include:
Anthony Parker: GM EMEA at Mindtickle
Marcus Oulds: RVP at SalesLoft
Andrei Sochala: Director of Sales at Aircall
Richard Smith: VP Sales at Refract
Lauren (Schreiner) McGuire: Director of Sales at Forecast
Matt Tuson: Chief Commercial Officer at Sabio
David Wyatt: SVP & GM EMEA at Databricks

Why watch?
You will gain the knowledge and insight that is necessary to confidently and competently lead your organisation.

Who is it for?
– Sales Leaders (CROs, Sales VPs, Sales Managers)
– Revenue Leaders (Marketing, Sales Ops and Enablement)
– SaaS Founders and Investors

Conversion expectations: are you being honest with yourself? (Spoiler alert: maybe not!)

A very wise person once said, ‘Honesty is the soul of business.’ And it’s reflecting on that honesty, at every stage in your strategy, that will lead to long-term success. You can apply the same logic to customer conversions. We’ve seen every business model out there, strategies propelled forward by sheer hope alone, while others prepare for the worst, so any wins, however small, smash all expectations.

When it comes to achieving goals, an in-depth look at how much of your pipeline converts into sales will arm you with the knowledge you need to plan, giving you a clear indication of what can be achieved when you break down the numbers.

Work backwards to go forwards.

How many new customers do you need to onboard a month? It can really help to work backwards. If it’s 10 new customers, do you know, typically, how many leads you need to bring in to achieve that? How many must convert to proposals, and from there, what’s your average win-rate? With a little working out, it’s easy to see where the gaps are.

And if you’re honest, do you consistently invest enough in your best-performing channels to regularly hit the number of leads you need to win those 10 new customers you’re shooting for? If you run seasonal campaigns that affect the number of leads in specific months, or your calendar has industry-wide buying trends, the answers may surprise you.

Setting achievable goals based on track record.

Many businesses have this ideal target figure for new business, but a few key considerations will affect how realistic achieving this will be for them. Firstly, have you ever achieved this before? If yes, what were the contributing factors to your success? If you regularly acquire 50% of your new business target, you need to look at what you need to do differently now to achieve your sales goal.

Data really does tell a story. Therefore, accurate data reporting and a proficient CRM system are essential to understanding historical patterns and any limiting factors in your business that might impact your typical conversion rates. Armed with this knowledge, you have a much greater understanding and visibility of your sales environment and any gaps you need to address.

Meaningful planning that delivers ROI.

We work with our clients to create a cash flow forecast, which leverages the aforementioned data insights and shows how an investment in their outsourced sales function will deliver over a 2-year period, showing expected (and realistic) ROI and timeframes. We know from experience that a consistent programme of activity will deliver results, some quick wins, but they will also be those prospects that will come to fruition months from now. In a quick-win culture, 2 years can seem like an eternity, but actually, it’s a virtuous circle, whereby the investment you make today will pay dividends far beyond the life of your campaign.

Honesty is a two-way street, so we’re always completely transparent about ROI and our projections. If you need a faster return on investment than our forecast predicts, it’s important to think carefully before investing in outsourced sales as campaigns do not deliver miracles and require time to deliver results.

If you’d like to have an honest conversation about your sales goals and how our outsourced sales experts can help you achieve them, get in touch, call 0333 250 3217 or email contact@air-marketing.co.uk.

ON AIR: With Owen Featuring Shabri Lakhani – Founder & CEO, SalesWorks

Introducing our fifth episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our fifth guest is Shabri Lakhani, Founder & CEO at SalesWorks

With Shabri running a successful business that helps others to build and optimise their SDR (Sales Development Representative) teams, Owen and Shabri discuss all things SDR leadership. Including the skills and qualities of a good SDR Manager, what happens when SDRs don’t have a leader, the common mistakes that new SDR Managers make, and why SDR leadership is so important right now.

ON AIR: With Owen Featuring Jonathan Finch – Group Sales Director, Sales Geek

Introducing our fourth episode of ON AIR: With Owen – our latest interview video series with honest conversation about scaling revenue, hosted by our Founder & CEO, Owen Richards.

Our fourth guest is Jonathan Finch, Group Sales Director at Sales Geek.

Owen and Jonathan discuss the journey of making small run-rate sales to managing enterprise deals or larger opportunities. Including the skills required and what you’re likely to learn along the way.