AI meets customer experience: Mapping journeys with machine learning


As a customer experience professional, I’m hyper-focused on finding ways to improve the customer journey, and I’m always looking for tools to help me analyze customer insights. For me, AI tools are at the intersection of those two initiatives, especially when it comes to building out or improving the customer journey. I started looking into […]

15 crucial questions to ask prospects throughout the buyer’s journey, according to HubSpot’s former sales director


If you’re still ignoring buyer journey questions, it’s time to pause and rewind. I say so because sales is now an increasingly consultative profession. Success today is less about “always closing” and more about “always helping” as a knowledgeable, reliable person that buyers can trust. Genuinely helping prospects demands providing them helpful and specific resources […]

Inside the MEDDIC sales qualification process: My step-by-step approach for B2B reps


There are several different approaches and frameworks used in the sales qualification process. Given the various ways to discover the best lead, I think any approach could be effective, depending on the sales process context. For me, as a SDR in B2B sales, I used the BANT framework, as well as the Challenger Sale methodology. […]

Why Your Win Rate is the Only Sales Metric That Matters in 2025


HubSpot’s data suggests that win rates average a weak 21%. If you do the math, you’ll find that 79% of a salesperson’s opportunities are lost — to indecision, competitors, task forces that fail to reach consensus, or buyers paralyzed by the fear of making a wrong decision that not only fails to deliver results but […]

How to end a sales email: Closing statements & tips from a quota-carrying salesperson


As a B2B salesperson for companies like IBM and Open Text, I’ve had to work hard to earn every meeting, especially in industries where inboxes are overflowing and priorities shift daily. I used to obsess over subject lines and intros, but once I learned how to end a sales email, my reply rates took off. […]

My 8 favorite invoice & billing software solutions for small businesses


For the longest time, I was on the fence about creating manual invoices versus using invoice software for my side hustle. My tech-savvy friends often raved about using the latter for their small businesses. Still, I wondered if it would work for me or if adding a new tool would make things more complex and […]