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How Economic Uncertainty Makes Precision Targeting Your Competitive Advantage in 2026

5 min read

The global economic forecast for 2026 tells a story I wish I could say was simple.

Growth projections hover around 3.1%. Economists are eyeing everything from geopolitical tensions to inflation pressures and rising protectionism. Regional performance varies wildly. Some markets thriving while others contract. And for B2B sales leaders trying to hit aggressive targets, the message is brutally clear: the days of spray-and-pray outbound are officially over.

But here's the counterintuitive reality: economic uncertainty doesn't mean you stop selling. It means you get dramatically more strategic about where you focus your resources.

(Because throwing more bodies at the problem when budgets are tight? That's not strategy. That's panic.)

The 95/5 Rule That Nobody Talks About

At any given moment, approximately 95% of your target accounts aren't in an active buying window.

Let that sink in.

They're not securing funding. They're not hiring for expansion. They're not showing signals of readiness. Yet traditional outbound approaches treat every prospect identically, burning budget and team energy on accounts that won't convert for months or years.

In uncertain markets, this inefficiency doesn't just hurt. It kills.

I watched this play out last year with a client who was convinced their pipeline problem was activity volume. "We need to make more calls," they kept saying. So they hired three more SDRs, cranked up the dial sessions, and... their conversion rates actually dropped. Because they were working harder, not smarter.

The winning approach? Obsessive focus on the 5% showing genuine buying signals: funding announcements, leadership changes, office expansions, technology adoption patterns, engagement with relevant content. 

As we've explored in our deep dive on buyer intelligence and sales signals, these signals are the breadcrumbs that indicate a prospect is actively solving problems right now, not theoretically interested for someday.

When Ephesus Sports Lighting needed to penetrate athletics departments and reach key decision-makers, precision targeting identified accounts with immediate needs and generated $41M in qualified deals while building 183 new relationships with target accounts. The result? A 4X ROI in the first year, 110% improvement in overall performance, and a 75% increase in average deal size compared to their existing marketing channels. Not because they reached more people, but because they reached the right people at precisely the right moment.

Multi-Channel Isn't Optional Anymore. It's Survival

Today's B2B buyers are more informed, more skeptical, and frankly, more overwhelmed than ever.

A single cold email? It's digital wallpaper. A generic LinkedIn message? Immediately deleted. 

Breaking through requires what we call "Multi-Everything" engagement:

Multi-Threading means simultaneously engaging entire decision-making units. As we've discussed in our guide to internal champions and accelerating sales cycles, you can't rely on a single point of contact anymore. The CFO receives ROI analysis. The CTO gets technical validation. The operational lead sees implementation case studies. You're not hoping to find one champion. You're building consensus across the buying committee from day one.

Multi-Tactics combines AI-powered personalization with unmistakably human touches. Strategic gifting through platforms like Barney. Handwritten notes. Personalized video messages. Signal-triggered outreach that references specific company developments.

(Side note: I once sent a prospect a book on industrial logistics after noticing they'd mentioned supply chain challenges on LinkedIn. They called me three days later. Sometimes the old ways still work. You just need to be paying attention.)

Multi-Channel orchestrates touchpoints across phone, email, LinkedIn, direct mail, and even targeted social ads. Each reinforces the others to create cohesive presence rather than disconnected noise.

The pattern is consistent: coordinated, contextual engagement across multiple channels beats single-touch outreach every single time.

The Real Cost of Building In-House

Let's talk numbers. Because this is where most executives fool themselves.

Building an effective in-house SDR function requires minimum three reps for proper coverage and motivation. Factor in recruitment, management overhead, continuous training, tech licenses, data infrastructure, and inevitable turnover, and you're looking at $50K+ investment with an 6+ month ramp to productivity.

Meanwhile, market windows close. Competitors move. Opportunities disappear.

Strategic outsourcing isn't about cost reduction. It's about capability acceleration. You immediately access enterprise-grade sales intelligence, proven methodologies, sophisticated technology platforms, and teams that are already ramped and producing. As we've broken down in our outsourced vs in-house comparison, the economics simply don't support building internal teams when you need results quickly.

When Nutritics needed to map the entire UK hospitality opportunity, they gained instant access to comprehensive market intelligence and tailored multi-channel campaigns that generated 200+ high-value leads and £320,000 in pipeline within seven months. Building that capability internally would have taken years. (And probably three failed hires along the way.)

Predictability When Everything Feels Unpredictable

In uncertain times, CFOs and Revenue Leaders crave one thing above all: predictable outcomes.

This is where performance guarantees and flexible partnerships become differentiators. Committing to deliver sales-qualified leads within 30 days or providing full refunds shifts risk from client to agency. Offering 90-day notice periods (versus permanent hiring commitments) gives leadership control as market conditions evolve.

But real predictability comes from proven systems that consistently generate results regardless of economic headwinds.

When you're measuring the right KPIs, focusing on pipeline value, conversion velocity, and ROI rather than vanity metrics like activity volume, and targeting the 5% actually in-market, engaging them through coordinated multi-channel campaigns, and supporting opportunities through the entire sales cycle (not just handing off leads and disappearing), you create reliable pipeline generation even when broader markets contract.

The Technology-Talent Fusion

Here's what doesn't work: technology alone or talent alone.

AI-powered platforms can identify high-intent accounts and surface buying signals at scale. But algorithms don't build trust. They don't navigate complex stakeholder dynamics. They don't adapt messaging mid-conversation based on subtle cues.

Elite SDRs can create authentic connections and drive meaningful conversations. But without sophisticated targeting and intelligence, even brilliant reps waste time on accounts not ready to buy.

(I've watched top performers burn out because they were given garbage data and told to "just make it work." That's not sales enablement. That's torture.)

The magic happens at the intersection. AI analyzes thousands of data points to identify accounts showing genuine buying signals and provides context-rich insights. Then expert SDRs (continuously coached and deeply immersed in your value proposition) transform those insights into personalized conversations that build relationships and drive conversions.

Regional Divergence Is Opportunity, Not Obstacle

Economic forecasts show significant regional variance in 2026, with some markets outperforming while others contract.

Traditional organizations see this as complexity to manage. Strategic ones see arbitrage opportunity.

With distributed global talent (native speakers across UK, US, and South Africa providing optimal timezone coverage and cultural awareness), you can test new markets without building permanent infrastructure. You can validate product-market fit and generate real pipeline before committing to expensive local hiring.

You can scale into emerging opportunities quickly, then adjust resources as conditions evolve.

This flexibility is crucial when regional performance diverges. You're not locked into fixed cost structures that made sense six months ago but are misaligned with today's reality.

The Bottom Line for 2026

Economic uncertainty doesn't pause revenue targets.

It just raises the stakes on every sales conversation, every dollar invested in pipeline generation, every resource allocation decision.

The organizations that will thrive aren't those with the biggest budgets or largest teams. They're the ones combining sophisticated intelligence to identify the 5% genuinely in-market, orchestrated multi-channel engagement that breaks through buyer skepticism, technology-talent fusion that delivers both scale and authenticity, and strategic partnerships that provide predictability amid uncertainty.

Because in 2026, precision isn't just an advantage. It's survival.

And honestly? The companies still running spray-and-pray campaigns while their CFO screams about efficiency? They're not going to make it.

contributors
James Snider
Chief Executive Officer

“My priority is ensuring we have the right strategy and culture in place to achieve the company vision”

The global economic forecast for 2026 tells a story I wish I could say was simple.

Growth projections hover around 3.1%. Economists are eyeing everything from geopolitical tensions to inflation pressures and rising protectionism. Regional performance varies wildly. Some markets thriving while others contract. And for B2B sales leaders trying to hit aggressive targets, the message is brutally clear: the days of spray-and-pray outbound are officially over.

But here's the counterintuitive reality: economic uncertainty doesn't mean you stop selling. It means you get dramatically more strategic about where you focus your resources.

(Because throwing more bodies at the problem when budgets are tight? That's not strategy. That's panic.)

The 95/5 Rule That Nobody Talks About

At any given moment, approximately 95% of your target accounts aren't in an active buying window.

Let that sink in.

They're not securing funding. They're not hiring for expansion. They're not showing signals of readiness. Yet traditional outbound approaches treat every prospect identically, burning budget and team energy on accounts that won't convert for months or years.

In uncertain markets, this inefficiency doesn't just hurt. It kills.

I watched this play out last year with a client who was convinced their pipeline problem was activity volume. "We need to make more calls," they kept saying. So they hired three more SDRs, cranked up the dial sessions, and... their conversion rates actually dropped. Because they were working harder, not smarter.

The winning approach? Obsessive focus on the 5% showing genuine buying signals: funding announcements, leadership changes, office expansions, technology adoption patterns, engagement with relevant content. 

As we've explored in our deep dive on buyer intelligence and sales signals, these signals are the breadcrumbs that indicate a prospect is actively solving problems right now, not theoretically interested for someday.

When Ephesus Sports Lighting needed to penetrate athletics departments and reach key decision-makers, precision targeting identified accounts with immediate needs and generated $41M in qualified deals while building 183 new relationships with target accounts. The result? A 4X ROI in the first year, 110% improvement in overall performance, and a 75% increase in average deal size compared to their existing marketing channels. Not because they reached more people, but because they reached the right people at precisely the right moment.

Multi-Channel Isn't Optional Anymore. It's Survival

Today's B2B buyers are more informed, more skeptical, and frankly, more overwhelmed than ever.

A single cold email? It's digital wallpaper. A generic LinkedIn message? Immediately deleted. 

Breaking through requires what we call "Multi-Everything" engagement:

Multi-Threading means simultaneously engaging entire decision-making units. As we've discussed in our guide to internal champions and accelerating sales cycles, you can't rely on a single point of contact anymore. The CFO receives ROI analysis. The CTO gets technical validation. The operational lead sees implementation case studies. You're not hoping to find one champion. You're building consensus across the buying committee from day one.

Multi-Tactics combines AI-powered personalization with unmistakably human touches. Strategic gifting through platforms like Barney. Handwritten notes. Personalized video messages. Signal-triggered outreach that references specific company developments.

(Side note: I once sent a prospect a book on industrial logistics after noticing they'd mentioned supply chain challenges on LinkedIn. They called me three days later. Sometimes the old ways still work. You just need to be paying attention.)

Multi-Channel orchestrates touchpoints across phone, email, LinkedIn, direct mail, and even targeted social ads. Each reinforces the others to create cohesive presence rather than disconnected noise.

The pattern is consistent: coordinated, contextual engagement across multiple channels beats single-touch outreach every single time.

The Real Cost of Building In-House

Let's talk numbers. Because this is where most executives fool themselves.

Building an effective in-house SDR function requires minimum three reps for proper coverage and motivation. Factor in recruitment, management overhead, continuous training, tech licenses, data infrastructure, and inevitable turnover, and you're looking at $50K+ investment with an 6+ month ramp to productivity.

Meanwhile, market windows close. Competitors move. Opportunities disappear.

Strategic outsourcing isn't about cost reduction. It's about capability acceleration. You immediately access enterprise-grade sales intelligence, proven methodologies, sophisticated technology platforms, and teams that are already ramped and producing. As we've broken down in our outsourced vs in-house comparison, the economics simply don't support building internal teams when you need results quickly.

When Nutritics needed to map the entire UK hospitality opportunity, they gained instant access to comprehensive market intelligence and tailored multi-channel campaigns that generated 200+ high-value leads and £320,000 in pipeline within seven months. Building that capability internally would have taken years. (And probably three failed hires along the way.)

Predictability When Everything Feels Unpredictable

In uncertain times, CFOs and Revenue Leaders crave one thing above all: predictable outcomes.

This is where performance guarantees and flexible partnerships become differentiators. Committing to deliver sales-qualified leads within 30 days or providing full refunds shifts risk from client to agency. Offering 90-day notice periods (versus permanent hiring commitments) gives leadership control as market conditions evolve.

But real predictability comes from proven systems that consistently generate results regardless of economic headwinds.

When you're measuring the right KPIs, focusing on pipeline value, conversion velocity, and ROI rather than vanity metrics like activity volume, and targeting the 5% actually in-market, engaging them through coordinated multi-channel campaigns, and supporting opportunities through the entire sales cycle (not just handing off leads and disappearing), you create reliable pipeline generation even when broader markets contract.

The Technology-Talent Fusion

Here's what doesn't work: technology alone or talent alone.

AI-powered platforms can identify high-intent accounts and surface buying signals at scale. But algorithms don't build trust. They don't navigate complex stakeholder dynamics. They don't adapt messaging mid-conversation based on subtle cues.

Elite SDRs can create authentic connections and drive meaningful conversations. But without sophisticated targeting and intelligence, even brilliant reps waste time on accounts not ready to buy.

(I've watched top performers burn out because they were given garbage data and told to "just make it work." That's not sales enablement. That's torture.)

The magic happens at the intersection. AI analyzes thousands of data points to identify accounts showing genuine buying signals and provides context-rich insights. Then expert SDRs (continuously coached and deeply immersed in your value proposition) transform those insights into personalized conversations that build relationships and drive conversions.

Regional Divergence Is Opportunity, Not Obstacle

Economic forecasts show significant regional variance in 2026, with some markets outperforming while others contract.

Traditional organizations see this as complexity to manage. Strategic ones see arbitrage opportunity.

With distributed global talent (native speakers across UK, US, and South Africa providing optimal timezone coverage and cultural awareness), you can test new markets without building permanent infrastructure. You can validate product-market fit and generate real pipeline before committing to expensive local hiring.

You can scale into emerging opportunities quickly, then adjust resources as conditions evolve.

This flexibility is crucial when regional performance diverges. You're not locked into fixed cost structures that made sense six months ago but are misaligned with today's reality.

The Bottom Line for 2026

Economic uncertainty doesn't pause revenue targets.

It just raises the stakes on every sales conversation, every dollar invested in pipeline generation, every resource allocation decision.

The organizations that will thrive aren't those with the biggest budgets or largest teams. They're the ones combining sophisticated intelligence to identify the 5% genuinely in-market, orchestrated multi-channel engagement that breaks through buyer skepticism, technology-talent fusion that delivers both scale and authenticity, and strategic partnerships that provide predictability amid uncertainty.

Because in 2026, precision isn't just an advantage. It's survival.

And honestly? The companies still running spray-and-pray campaigns while their CFO screams about efficiency? They're not going to make it.

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5 min read
How Economic Uncertainty Makes Precision Targeting Your Competitive Advantage in 2026

The global economic forecast for 2026 tells a story I wish I could say was simple.

Growth projections hover around 3.1%. Economists are eyeing everything from geopolitical tensions to inflation pressures and rising protectionism. Regional performance varies wildly. Some markets thriving while others contract. And for B2B sales leaders trying to hit aggressive targets, the message is brutally clear: the days of spray-and-pray outbound are officially over.

But here's the counterintuitive reality: economic uncertainty doesn't mean you stop selling. It means you get dramatically more strategic about where you focus your resources.

(Because throwing more bodies at the problem when budgets are tight? That's not strategy. That's panic.)

The 95/5 Rule That Nobody Talks About

At any given moment, approximately 95% of your target accounts aren't in an active buying window.

Let that sink in.

They're not securing funding. They're not hiring for expansion. They're not showing signals of readiness. Yet traditional outbound approaches treat every prospect identically, burning budget and team energy on accounts that won't convert for months or years.

In uncertain markets, this inefficiency doesn't just hurt. It kills.

I watched this play out last year with a client who was convinced their pipeline problem was activity volume. "We need to make more calls," they kept saying. So they hired three more SDRs, cranked up the dial sessions, and... their conversion rates actually dropped. Because they were working harder, not smarter.

The winning approach? Obsessive focus on the 5% showing genuine buying signals: funding announcements, leadership changes, office expansions, technology adoption patterns, engagement with relevant content. 

As we've explored in our deep dive on buyer intelligence and sales signals, these signals are the breadcrumbs that indicate a prospect is actively solving problems right now, not theoretically interested for someday.

When Ephesus Sports Lighting needed to penetrate athletics departments and reach key decision-makers, precision targeting identified accounts with immediate needs and generated $41M in qualified deals while building 183 new relationships with target accounts. The result? A 4X ROI in the first year, 110% improvement in overall performance, and a 75% increase in average deal size compared to their existing marketing channels. Not because they reached more people, but because they reached the right people at precisely the right moment.

Multi-Channel Isn't Optional Anymore. It's Survival

Today's B2B buyers are more informed, more skeptical, and frankly, more overwhelmed than ever.

A single cold email? It's digital wallpaper. A generic LinkedIn message? Immediately deleted. 

Breaking through requires what we call "Multi-Everything" engagement:

Multi-Threading means simultaneously engaging entire decision-making units. As we've discussed in our guide to internal champions and accelerating sales cycles, you can't rely on a single point of contact anymore. The CFO receives ROI analysis. The CTO gets technical validation. The operational lead sees implementation case studies. You're not hoping to find one champion. You're building consensus across the buying committee from day one.

Multi-Tactics combines AI-powered personalization with unmistakably human touches. Strategic gifting through platforms like Barney. Handwritten notes. Personalized video messages. Signal-triggered outreach that references specific company developments.

(Side note: I once sent a prospect a book on industrial logistics after noticing they'd mentioned supply chain challenges on LinkedIn. They called me three days later. Sometimes the old ways still work. You just need to be paying attention.)

Multi-Channel orchestrates touchpoints across phone, email, LinkedIn, direct mail, and even targeted social ads. Each reinforces the others to create cohesive presence rather than disconnected noise.

The pattern is consistent: coordinated, contextual engagement across multiple channels beats single-touch outreach every single time.

The Real Cost of Building In-House

Let's talk numbers. Because this is where most executives fool themselves.

Building an effective in-house SDR function requires minimum three reps for proper coverage and motivation. Factor in recruitment, management overhead, continuous training, tech licenses, data infrastructure, and inevitable turnover, and you're looking at $50K+ investment with an 6+ month ramp to productivity.

Meanwhile, market windows close. Competitors move. Opportunities disappear.

Strategic outsourcing isn't about cost reduction. It's about capability acceleration. You immediately access enterprise-grade sales intelligence, proven methodologies, sophisticated technology platforms, and teams that are already ramped and producing. As we've broken down in our outsourced vs in-house comparison, the economics simply don't support building internal teams when you need results quickly.

When Nutritics needed to map the entire UK hospitality opportunity, they gained instant access to comprehensive market intelligence and tailored multi-channel campaigns that generated 200+ high-value leads and £320,000 in pipeline within seven months. Building that capability internally would have taken years. (And probably three failed hires along the way.)

Predictability When Everything Feels Unpredictable

In uncertain times, CFOs and Revenue Leaders crave one thing above all: predictable outcomes.

This is where performance guarantees and flexible partnerships become differentiators. Committing to deliver sales-qualified leads within 30 days or providing full refunds shifts risk from client to agency. Offering 90-day notice periods (versus permanent hiring commitments) gives leadership control as market conditions evolve.

But real predictability comes from proven systems that consistently generate results regardless of economic headwinds.

When you're measuring the right KPIs, focusing on pipeline value, conversion velocity, and ROI rather than vanity metrics like activity volume, and targeting the 5% actually in-market, engaging them through coordinated multi-channel campaigns, and supporting opportunities through the entire sales cycle (not just handing off leads and disappearing), you create reliable pipeline generation even when broader markets contract.

The Technology-Talent Fusion

Here's what doesn't work: technology alone or talent alone.

AI-powered platforms can identify high-intent accounts and surface buying signals at scale. But algorithms don't build trust. They don't navigate complex stakeholder dynamics. They don't adapt messaging mid-conversation based on subtle cues.

Elite SDRs can create authentic connections and drive meaningful conversations. But without sophisticated targeting and intelligence, even brilliant reps waste time on accounts not ready to buy.

(I've watched top performers burn out because they were given garbage data and told to "just make it work." That's not sales enablement. That's torture.)

The magic happens at the intersection. AI analyzes thousands of data points to identify accounts showing genuine buying signals and provides context-rich insights. Then expert SDRs (continuously coached and deeply immersed in your value proposition) transform those insights into personalized conversations that build relationships and drive conversions.

Regional Divergence Is Opportunity, Not Obstacle

Economic forecasts show significant regional variance in 2026, with some markets outperforming while others contract.

Traditional organizations see this as complexity to manage. Strategic ones see arbitrage opportunity.

With distributed global talent (native speakers across UK, US, and South Africa providing optimal timezone coverage and cultural awareness), you can test new markets without building permanent infrastructure. You can validate product-market fit and generate real pipeline before committing to expensive local hiring.

You can scale into emerging opportunities quickly, then adjust resources as conditions evolve.

This flexibility is crucial when regional performance diverges. You're not locked into fixed cost structures that made sense six months ago but are misaligned with today's reality.

The Bottom Line for 2026

Economic uncertainty doesn't pause revenue targets.

It just raises the stakes on every sales conversation, every dollar invested in pipeline generation, every resource allocation decision.

The organizations that will thrive aren't those with the biggest budgets or largest teams. They're the ones combining sophisticated intelligence to identify the 5% genuinely in-market, orchestrated multi-channel engagement that breaks through buyer skepticism, technology-talent fusion that delivers both scale and authenticity, and strategic partnerships that provide predictability amid uncertainty.

Because in 2026, precision isn't just an advantage. It's survival.

And honestly? The companies still running spray-and-pray campaigns while their CFO screams about efficiency? They're not going to make it.

5 min read
The Multi-Channel Outbound Prospecting Playbook
"We're doing everything right," he said. "Why aren't we getting meetings?"

Last Tuesday, I watched a sales director stare at his screen in complete bewilderment. Three months of "aggressive outbound activity." Hundreds of emails sent. LinkedIn connections flying left and right. And yet... crickets.

You're not failing because you're not working hard enough. You're failing because you're still treating outbound like it's 2019.

The game has changed. Buyers have evolved. You can’t rely on single-channel tactics anymore.

Why Single-Channel Outbound is Like Bringing a Knife to a Gunfight

“The numbers are in: multi-channel over single-channel, every time.”

Companies using single-channel approaches are getting crushed by those using integrated multi-channel strategies.

The numbers don't lie:
Email alone: 1-3% conversion rate
LinkedIn alone: 2-4% conversion rate
Phone alone: 5-8% conversion rate
Multi-channel coordinated: 4-7% conversion rate

But it gets better. Our clients using our full multi-channel approach see 30%+ higher meeting conversion rates compared to traditional single-channel methods.

The Three Pillars That Actually Drive Results

“The numbers are in: multi-channel over single-channel, every time.”

After generating pipeline for AWS, Square, DHL, and dozens of other industry leaders, I've identified three non-negotiables for modern outbound success:

1. Intelligence-Driven Targeting (Not Volume-Based Spamming)

Most companies/agencies are still playing the numbers game. "Let's email 10,000 people and see what sticks!"

That's like trying to catch a fish by throwing dynamite in the ocean. Loud, messy, and largely ineffective.

Instead, we use our Priority Intent system to identify prospects showing actual buying signals:
- Leadership changes and new hires
- Company funding or expansion news
- Technology adoption patterns
- Content engagement behaviors

2. Orchestrated Multi-Channel Sequences (Not Random Multi-Channel Activity)
“True orchestration is a dance, not a mosh pit.”

Here's where most people get it wrong. They think multi-channel means blasting prospects across LinkedIn, email, and phone simultaneously.

That's not multi-channel. That's just harassment with extra steps.

True multi-channel orchestration looks like this:

Week 1:
Day 1: AI identifies buying signal
Day 2: LinkedIn connection with signal-based personalization
Day 4: LinkedIn message sharing relevant case study

Week 2:
Day 8: Email referencing LinkedIn connection
Day 10: Phone call mentioning previous touchpoints
Day 12: Strategic gift via our Barney platform (yes, we send actual gifts)

Week 3:
Day 15: LinkedIn engagement with prospect's content
Day 17: Follow-up email with different value angle
Day 19: Phone call referencing the gift

3. AI-Enhanced Personalization at Scale
“Let AI do the research, let humans build the relationships.”

Generic messages are dead. But so is spending 30 minutes researching each prospect.

This is where AI becomes your secret weapon. Our system analyzes:
- Recent company announcements
- Leadership changes
- Technology stack implementations
- Industry-specific buying signals

Then it generates personalized talking points that would take a human hours to research.

The SCALE Framework

“Getting the meeting is only half the battle — here's how to win discovery calls.”

Here's something most people don't talk about: Getting the meeting is only half the battle. If you can't convert discovery calls into opportunities, you're just booking expensive coffee chats.

After thousands of discovery calls, we developed the SCALE framework specifically for outbound leads:

S - Seek insights into their business priorities
C - Clarify their challenge and label it
A - Ask strategic questions to dig deeper
L - Link your solution to their specific needs
E - Engage with a relevant success story

The Real Cost of Getting This Wrong

“Bad outbound = bad ROI. Period.”

Three full-time SDRs. £180K in annual salaries. Plus recruitment fees, training costs, software licenses, office space…

Total investment: £350K per year. Pipeline generated: £75K.
That's not just a bad ROI. That's a business-threatening disaster.

Your Next Steps

“30/90-day action plan to transform your outbound.”

Immediate Actions (Next 30 Days):
- Audit Your Current Approach
- Implement Basic Multi-Channel Coordination
- Start Measuring What Matters

Strategic Changes (Next 90 Days):
- Invest in Intelligence Technology
- Develop Channel-Specific Expertise
- Create Orchestrated Campaign Sequences

The Bottom Line

Option 1: Keep doing what you're doing. Send more emails. Make more calls. Hope something changes.

Option 2: Embrace the multi-channel, intelligence-driven, orchestrated approach that's actually working in 2025.

5 min read
Designing Your B2B Outbound Sales Team for 2026 and Beyond

As we approach 2026, companies must rethink their team structures, embrace emerging technologies, and adapt to evolving buyer expectations to remain competitive.

The most successful organizations will be those that combine specialized expertise with AI-powered efficiency while maintaining the human touch that drives relationship-based selling.

The New Sales Development Hierarchy

The future belongs to intelligence specialists who combine market research with targeted outreach.

Sales Development Representatives

Modern SDRs should be:

  • Signal hunters: Monitoring 50+ buying triggers across target accounts
  • Market mappers: Understanding entire decision-making units, not just single contacts
  • Competitive intelligence agents: Tracking competitor movements and market shifts
  • Relationship orchestrators: Building multi-threaded connections across organization

I worked with a SaaS company that transformed their SDR role from "dialer" to "researcher." Instead of 100 calls per day, their SDRs focused on 20 deeply researched accounts. 

Result? Their qualified opportunity rate jumped from 2% to 18% in four months.

Account Executives

AEs in 2026 won't be glorified appointment setters. They'll be conversion specialists who bridge the gap between awareness and interest.

Key capabilities include:

  • Multi-channel orchestration: Coordinating touchpoints across phone, email, LinkedIn, video, and direct mail
  • Behavioral psychology: Understanding what motivates different buyer personas
  • Objection anticipation: Addressing concerns before they become roadblocks
  • Value articulation: Translating features into business outcomes
The New Role: GTM Engineer

This position doesn't exist in most organizations yet. But it will be essential by 2026.

Think of them as the air traffic controllers of your outbound operation:

  • Performance optimization: Continuous A/B testing of messaging, timing, and tactics
  • Market intelligence coordination: Synthesizing insights across all campaigns
  • Technology orchestration: Ensuring your MarTech stack works in harmony
  • Predictive analytics: Forecasting pipeline health and identifying risks

Specialization vs. Hybrid

The eternal question: should you build specialized roles or hybrid generalists?

The answer depends on your deal complexity and team size.

When to Choose Specialization:
  • High-value contracts (£50k+ annually)
  • Complex sales cycles (3+ months)
  • Multiple stakeholders (5+ decision makers)
  • Technical products requiring deep expertise

I've seen this work brilliantly with enterprise software companies. One client specialized their team by vertical (healthcare, finance, manufacturing). Each SDR became an industry expert, speaking the language and understanding specific pain points. Their conversion rates doubled within six months.

When Hybrid Makes Sense:
  • Lower contract values (Under £25k annually)
  • Shorter sales cycles (Under 6 weeks)
  • Smaller teams (Under 10 people)
  • Resource constraints limiting hiring

A mid-market client successfully ran hybrid SDRs who could prospect, qualify, and even close smaller deals. It reduced handoff friction and improved customer experience.

But here's the key: even hybrid roles need primary specializations. Nobody excels at everything.

Why 68% of Companies Are Going External

Let me share a story that'll make you rethink everything.

Last year, I consulted with a growing fintech company. They'd been trying to build an in-house SDR team for 18 months. They'd burned through £300k in hiring, training, and tools.
Their pipeline? Practically non-existent.

Within 90 days of partnering with a specialized sales development agency, they generated £1.2M in qualified pipeline.

The difference? Instant access to proven methodologies, advanced technology, and experienced talent. We've written extensively about whether an outsourced sales agency is right for you, and the data shows this trend accelerating as companies recognize the strategic advantages.

The outsourced sales development market is exploding because smart companies recognize the advantages:

Immediate Expertise Access

Building internal expertise takes years. Buying it takes weeks.

When you outsource, you're not just hiring people – you're accessing:

  • Proven methodologies refined across hundreds of campaigns
  • Advanced technology stacks that would cost millions to build internally
  • Industry expertise across multiple verticals and use cases
  • Global talent pools operating across multiple time zones
Scalability Without Commitment

Need to ramp up for a product launch? Scale down during quiet periods? Outsourcing provides flexibility that internal teams can't match.

One client needed to test three new markets simultaneously. Instead of hiring 15 new SDRs (and risking massive layoffs if markets didn't work), they partnered with an agency.
Two markets failed, one succeeded. They scaled the winning market and avoided the costs of the failed ones.

Risk Mitigation

Bad hires cost 2.5X their annual salary when you factor in hiring costs, training, lost productivity, and severance. With outsourcing, performance risk transfers to the agency.

Plus, you avoid the overhead costs that kill profitability:

  • Office space and equipment
  • HR administration and payroll
  • Training and development programs
  • Technology licenses and support
  • Management time and attention

AI Integration

Here's where most people get it wrong. Contrary to fear-mongering headlines, AI isn't coming for your sales job - it's making salespeople unstoppable by handling routine tasks and amplifying human capabilities.

By 2026, AI will handle the routine work that currently consumes 60% of an SDR's time:

Research and Prospecting

AI can analyze thousands of data points to identify high-probability prospects:

  • Buying intent signals: Technology adoption, funding rounds, hiring patterns
  • Behavioral indicators: Website engagement, content consumption, competitive research
  • Timing triggers: Contract renewals, budget cycles, organizational changes
  • Competitive intelligence: Market positioning, pricing changes, personnel moves
Personalization at Scale

Modern AI creates truly personalized outreach without sacrificing efficiency:

  • Dynamic content generation based on prospect role, industry, and recent activities
  • Multi-stakeholder messaging that coordinates across entire decision-making units
  • Cross-channel consistency ensuring aligned messaging across all touchpoints
  • Real-time optimization that adapts based on engagement patterns
Performance Optimization

AI continuously optimizes every aspect of your outbound operations:

  • Send time optimization: Finding the perfect moment for each prospect
  • Channel selection: Choosing the most effective touchpoint for each interaction
  • Message testing: A/B testing at scale with statistical significance
  • Conversion prediction: Identifying which prospects are most likely to convert

But here's the critical point: AI amplifies human capability. It doesn't replace human judgment, creativity, and relationship-building skills.

The "Multi-Everything" Strategy

Gone are the days of single-channel outreach. Modern buyers expect multi-touch, multi-channel experiences that provide value at every interaction.

The winning approach combines:

Multi-Threading

Engaging multiple stakeholders simultaneously across the decision-making unit.

Multi-Tactics

Phone calls, emails, LinkedIn messages, video messages, direct mail, and strategic gifting.

Multi-Channels

Professional networks, email systems, phone systems, social platforms, and offline channels.

Multi-Touch

6-10 touchpoints optimally spaced over 2-3 weeks, with each providing unique value.

I worked with a client who increased their response rate by 340% using multi-channel sequences. The key? Each touchpoint provided different value – market insights, case studies, tools, introductions – rather than just repeating the same pitch.

Remote and Hybrid Models

The future is distributed. By 2026, the best outbound teams will combine remote efficiency with strategic in-person interactions.

The Remote Advantages:
  • 24/7 market coverage: Follow-the-sun operations for global prospects
  • Access to global talent: Best people regardless of location
  • Cost optimization: Avoiding geographic salary premiums
  • Scalability: Rapid expansion without physical constraints
When to Go In-Person:
  • Complex deal support: High-value opportunity progression
  • Relationship building: Key stakeholder meetings
  • Team training: Culture building and knowledge sharing
  • Industry events: Market intelligence and networking
Making Remote Work:

The key is intentional culture building:

  • Over-communication protocols: Preventing isolation and misalignment
  • Outcome-based metrics: Focus on results, not activity
  • Regular coaching: Weekly 1:1s and skill development
  • Technology excellence: Professional presence across all digital channels

Performance Measurement 

As we explored in our analysis of crucial KPIs to measure outbound success, most companies are tracking activity metrics rather than business impact - a fundamental flaw that becomes even more critical as we approach 2026

The New Performance Framework:

Primary Indicators:

  • Pipeline velocity: Time from first touch to closed opportunity
  • Conversion rate by stage: MQL to SQL to opportunity progression
  • Revenue per team member: Monthly pipeline generation
  • Customer acquisition cost: Total cost per qualified opportunity

Advanced Analytics:

  • Multi-touch attribution: Understanding which touchpoints drive conversions
  • Channel performance analysis: ROI by communication method
  • Predictive pipeline forecasting: AI-powered revenue projections
  • Competitive win/loss analysis: Market positioning insights

Quality Metrics:

  • Conversation quality scores: AI-analyzed call effectiveness
  • Relationship depth indicators: Multi-stakeholder engagement levels
  • Value delivery metrics: Insights provided per interaction
  • Customer satisfaction scores: Buyer experience ratings

The goal isn't just more activity. It's better outcomes through smarter execution.

Building for Scale: Your 2026 Action Plan

Ready to transform your outbound sales structure? Here's your blueprint:

Phase 1: Assessment
  • Audit current team structure and performance
  • Identify gaps in skills, technology, and processes
  • Benchmark against industry best practices
  • Define success metrics and goals
Phase 2: Technology Foundation 
  • Implement AI-powered prospecting tools
  • Integrate multi-channel orchestration platforms
  • Establish performance tracking and analytics
  • Create data integration and workflow automation
Phase 3: Team Restructuring
  • Redefine roles based on specialization strategy
  • Implement training programs for new capabilities
  • Establish coaching and development processes
  • Create performance management frameworks
Phase 4: Optimization 
  • Continuous A/B testing of messages and processes
  • Regular skill development and training updates
  • Performance monitoring and improvement cycles
  • Strategic planning and competitive analysis

The Future is Now: Your Competitive Advantage Awaits

The transformation of B2B outbound sales isn't coming – it's here. Companies that adapt quickly will capture disproportionate market share. Those that don't will struggle to compete.

The winning formula combines:

  • Specialized expertise over generic activity
  • AI amplification of human capabilities
  • Multi-channel orchestration for modern buyers
  • Continuous optimization based on performance data
  • Global talent with local market expertise

The question isn't whether to evolve your outbound sales structure. It's how quickly you can make the transition.

Because while you're debating, your competitors are already building their 2026 advantage.

Ready to design your future-ready outbound sales team?

The blueprint is here. The technology exists. The talent is available.

The only question is: will you lead the transformation or follow it?

At Punch!, we've helped companies like AWS, Square, and DHL build outbound sales structures that dominate their markets. Our combination of specialized expertise, AI technology, and proven methodologies delivers the results your business needs to scale rapidly and profitably.

5 min read
The Signal Revolution

"I'm drowning in signals," our one business development rep said to me the other day, scrolling through approximately 47 different notifications from various tools. "HubSpot says Company A downloaded a whitepaper. ZoomInfo alerts tell me Company B hired someone new. LinkedIn tells me Company C posted about their challenges. But I have no bloody idea who actually cares or what to do with any of it."

He paused, looking genuinely defeated. "It's like having a smoke detector that goes off every time someone makes toast. Eventually, you just ignore it."

That conversation stuck with me because Graham isn't alone. According to recent research, 73% of marketing-qualified leads never convert to opportunities, and 27% of sales reps say they can't effectively act on the intent data their marketing teams provide.

The Intent Data Paradox: Why More Information is Making Us Less Effective

We're living in the golden age of buyer intelligence, yet most sales teams are more confused than ever.

Think about it. Your average B2B sales rep has access to:

But here's what actually happens: Sarah from Company X downloads your eBook about "Cloud Security Best Practices." Your intent data platform flags Company X as "high intent." Your SDR reaches out to the first contact they find and sends a generic email about cloud security solutions.

Plot twist: Sarah's an intern who was doing research for her manager's presentation. The actual decision-maker (who never touched your content) gets a completely irrelevant outreach message and promptly hits delete.

This is why intent data has become the emperor's new clothes of B2B sales. Everyone talks about how revolutionary it is, but deep down, we all know something's missing.

Contact-Level Intent: The Missing Piece of the ABM Puzzle

What if I told you there's a way to know not just that someone at Company X is interested in cloud security, but that David Thompson, their CISO, spent 12 minutes reading an article about zero-trust architecture on a competitor's blog this morning?

That's the power of contact-level intent data. And it's exactly what our partners at Influ2 just cracked with their new Audienscope feature.

Why Account-Level Intent is Like Ordering Pizza for a Wedding

Traditional intent data tells you "someone at this company is hungry." Contact-level intent tells you "David in accounting wants pepperoni, Sarah in HR is vegetarian, and the CEO is doing keto."

Which one helps you actually deliver value?

The difference is profound. When Gong analyzed over 500,000 sales calls, they found that personalized outreach based on individual buyer behavior resulted in 40% higher response rates compared to account-level targeting.

But most tools can't tell you which specific person showed the intent. Until now.

The Three Types of Contact-Level Intent That Change Everything

Influ2's Audienscope introduces three game-changing signal types that go way beyond traditional "they visited your pricing page" alerts:

1. Search Intent (The Zero-Click Revolution)

Remember when a Google search meant clicking through to websites?

With AI-powered search summaries and featured snippets, 65% of searches now end without a click. Traditional intent data misses this entirely because it relies on website visits that aren't happening.

But what if you could know when your exact target buyer searched for "enterprise data backup solutions" this morning, even if they never clicked on your site?

That's search intent detection. And it's bloody brilliant.

I can already picture the outreach: "Hi David, I noticed you might be researching enterprise backup solutions. Most CTOs tell us their biggest concern isn't just data protection, but recovery speed during critical incidents. Would you be open to a quick conversation about how companies like yours are achieving 99.9% recovery time objectives?"

2. Third-Party Content Engagement

Here's something that'll make you question everything: 67% of B2B buyers consume competitor content during their research process.

Your perfect prospect might be religiously reading your competitor's blog, attending their webinars, and downloading their guides. Traditional intent data? Completely blind to this.

But contact-level intent can detect when Sarah Johnson, VP of Operations at Target Company, just spent 15 minutes reading an article about "Digital Transformation Challenges in Manufacturing" on your competitor's site.

This is gold. Pure gold.

Instead of generic outreach, you can reference the exact content they engaged with and provide additional value: "Hi Sarah, I saw you're researching digital transformation challenges in manufacturing. That particular article missed a crucial point about legacy system integration that we've seen trip up 80% of manufacturing companies. Would you be interested in a brief case study showing how similar companies navigated this?"

3. Social Media Signals

LinkedIn has become the wild west of business content. Everyone's posting, sharing, and commenting on everything. The noise is deafening.

But what if you could filter through all that noise and only surface when your target buyers post about topics directly relevant to your solution?

When your prospect posts "Struggling with data silos between our CRM and marketing automation platform" – that's not noise. That's a buying signal wrapped in a bow with your name on it.

Signal Center: Making Intelligence Actually Actionable

Now, having better signals is only half the battle. The other half is making them actionable for your sales team without adding another tool to their already bloated tech stack.

This is where Signal Center comes in, and it addresses something that's been driving revenue operations managers to drink heavily: signal fatigue.

The AI Context Revolution

Instead of receiving an alert that says "Jamie clicked on an ad," you get "Jamie is researching marketing attribution solutions based on her engagement with content about multi-touch attribution models."

See the difference? One's a data point. The other's actionable intelligence.

Buying Group Visibility 

B2B decisions involve an average of 6.8 stakeholders. Yet most intent data treats each signal as isolated events.

Signal Center automatically groups related signals by account and buying group. So instead of seeing:

  • "David viewed pricing page"
  • "Sarah downloaded ROI calculator"
  • "Michael attended webinar"

You see: "3 stakeholders from Target Company are actively researching solutions, with David (decision-maker) focusing on pricing, Sarah (influencer) calculating ROI, and Michael (user) learning about implementation."

That's the kind of intelligence that closes deals.

No Workflow Disruption 

Here's my favorite part: your sales team doesn't need to log into another platform. Signals can be delivered through Slack, email digests, or directly in Salesforce.

Because let's be honest, if your solution requires sales reps to change their behavior significantly, it's DOA. (Looking at you, every "revolutionary" CRM that died a quiet death in the 2010s.)

Why This Matters for Your Sales Development Strategy

If you've been following our previous posts about measuring outbound success beyond traditional metrics, you know we're big believers in awareness-driven approaches over activity-driven ones.

Contact-level intent data is the ultimate awareness amplifier.

Precision Targeting at Scale

Remember the old days of buying lists and hoping for the best? (Please tell me you're not still doing that.)

With contact-level intent, your SDR can reach out to exactly the right person, at exactly the right time, with exactly the right message. It's precision targeting without the manual research that kills productivity.

Pattern Interrupt Mastery

We've written extensively about pattern interrupts and why they're crucial for breaking through the noise.

Contact-level intent gives you the ultimate pattern interrupt: relevant personalization based on actual behavior.

Instead of "I noticed you work in manufacturing..." you can lead with "I noticed you were researching legacy system integration challenges..."

One's generic. The other stops the scroll.

Sales Velocity Acceleration

When your outreach is based on real buying behavior rather than cold assumptions, everything accelerates:

  • Higher response rates (because relevance wins)
  • Shorter qualification cycles (because intent indicates need)
  • Better meeting quality (because you're talking to engaged prospects)
  • Faster deal progression (because timing is everything)

The Zero-Click Search Reality

Here's a stat that should terrify every marketer: Google's "zero-click" searches (where users get their answer without visiting a website) now account for 65% of all searches.

Your prospects are researching solutions, comparing options, and forming opinions without ever visiting your website. Traditional intent data based on website visitors is missing the majority of research behavior.

But search intent detection captures this invisible research activity. It's like having X-ray vision into your prospect's information gathering process.

The Compound Effect of Better Signals

When you combine contact-level intent data with your existing sales development efforts, the results compound:

Your multi-channel outreach becomes hyper-relevant. Your qualification frameworks become more efficient. Your pipeline becomes more predictable.

It's not about working harder. It's about working with better intelligence.

The Future of Sales Development is Signal-Driven

Look, I've been in this industry long enough to see plenty of "revolutionary" technologies that were anything but revolutionary.

But contact-level intent data? This feels different. This feels like one of those rare innovations that actually changes how we work fundamentally.

Because at the end of the day, sales is about having the right conversation with the right person at the right time. Contact-level intent data gives you all three.

Your prospects are already telling you what they need. They're researching solutions, engaging with content, and sharing challenges on social media.

The question isn't whether they're showing intent. The question is whether you're smart enough to listen.

What This Means for Your 2026 Strategy

If you're planning your sales development strategy for next year, contact-level intent data should be at the center of it.

Not because it's the latest shiny object (though it is pretty shiny). But because it solves real problems that have been plaguing sales teams for years:

  • How to identify active buyers before they reach out
  • How to personalize outreach without manual research
  • How to time conversations for maximum impact
  • How to focus efforts on prospects most likely to convert

The companies that figure this out first will have an unfair advantage. The companies that don't? Well, they'll be stuck with the old playbook while their competitors eat their lunch.

5 min read
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Everyone's Using the SAME Data

In the latest episode of B2B Outbound, Chris and James sat down with Ben Robinson, founder of Playbook Systems, to discuss why traditional B2B data is becoming a commodity—and what smart sales teams are doing about it.

It's not about getting more data. It's about getting data nobody else has.

The Problem with Generic Data

Your sales team is probably using the same data as everyone else. ZoomInfo, Apollo, LinkedIn Sales Navigator. Ring any bells?

Ben cuts straight to the chase: "Everyone makes use of intent signals from these big data providers. But the problem is everyone's sharing the same intent data. So every time there's a new job mover, everyone is aware of the same job mover at the same time, and they get flooded with messages."

Translation: Your prospects are drowning in identical outreach because every sales team is working from the same playbook.

What Is "Unique-to-You" Data?

Ben's company specializes in what he calls "unique-to-you data"—information that's specific to your business and completely unavailable to your competitors.

Here's a killer example: Ben worked with an interactive content platform whose biggest enemy was PDF documents. So what did they do?

They scraped and analyzed their target accounts' PDF usage patterns:

  • How many PDFs are they publishing?
  • What tools are they using to create them?
  • Are they becoming more or less dependent on PDFs over time?
  • How heavy are these files? How many pages?

The result? 

They could reach out with insights like: "Hey, we noticed your marketing team is using 15 different tools to create PDFs across your organization. Here's why that's costing you more than you think..."

As Ben puts it: "The really cool thing is bringing information to the attention of the prospects that they weren't even aware of."

Another Mind-Blowing Use Case

Here's where it gets really interesting. Ben shared an example from a benefits platform client:

They would scrape job postings from target accounts, analyze what benefits they were offering, then look at their competitors' benefit packages. The outreach?

"Hey Adidas, look what Nike's offering in their benefits package for sales team members. You're hiring for sales roles too—you're probably losing talent to them because they're offering more benefits."

This isn't just personalization. This is competitive intelligence delivered at scale.

Why Isn't Everyone Doing This?

If this data is so powerful, why isn't every B2B team using it?

Ben explains: "A lot of the times, in order to acquire this type of data requires a bit of technical acumen, knowing what scraping tools to use or building scrapers from the ground up, knowing when to use automation, which tools, how to prompt to analyze data using different large language models for different use cases."

Plus, "people don't even realize it's possible a lot of the time."

The Future of B2B Sales Teams

Ben predicts a massive shift in how sales teams are structured: "What used to require a large team of SDRs where a high amount of their time—20, 30%—may have been spent in prospecting mode researching, all of that time now need not be spent."

Instead? 

"One skilled go-to-market engineer with the right tools can conduct the same amount of research and data acquisition as an entire team of SDRs spending 30 to 40% of their time prospecting."

How to Get Started

Want to find your own unique data goldmine? Ben's advice is simple:

"Audit the sales team members that have a very good track record for cold prospecting. Understand exactly what it is that they're looking at on a given target account, what information they're looking for in order to determine if they're fit to go after."

The best data usually isn't one data point—it's multiple data points that let you infer something meaningful about the prospect.

The Bottom Line

While your competitors are fighting over the same stale data from traditional providers, there's a treasure trove of unique insights hiding in plain sight online. The companies that figure out how to mine this data will have an unfair advantage in their outreach.

As Ben says: "If it has a web presence, it can be found and it can be pulled out."

The question is: Are you ready to go beyond the same old data everyone else is using?

Ready to discover what unique data could do for your sales team? 

Listen to the full episode to hear Ben's complete framework for finding and leveraging data that gives you an unfair competitive advantage.

Connect with Ben Robinson on LinkedIn or check out Playbook Systems to explore how unique data acquisition could transform your outbound efforts.

5 min read
What is RevOps
“It's the difference between companies that scale predictably and those that throw money at problems hoping something sticks.”

After spending the last decade in the sales trenches and helping clients generate over £706M in pipeline, I've learned that RevOps isn't just another buzzword that'll disappear faster than your New Year's gym membership.

Here's what I wish someone had told me five years ago about building a RevOps team that actually moves the needle.

What the Hell is RevOps Anyway?

“RevOps is when your revenue teams finally work together like a well-oiled machine.”


Revenue Operations is basically the grown-up version of "let's all just get along."

It's when your marketing, sales, and customer success teams stop operating like separate kingdoms (with their own currencies, languages, and weird territorial disputes) and start working together like a well-oiled machine.

Think of it this way: if your revenue process was a relay race, RevOps ensures nobody drops the baton. Because right now? Your marketing team is running full sprint toward sales, sales is looking the wrong direction, and customer success is still trying to figure out which race they're in.

“Most companies are losing 40-60% of qualified leads during handoffs — that's not a leak, that's a waterfall”. 







Why RevOps Isn't Just Another Corporate Initiative

“You can't wait for 'things to calm down'. They never do.”


I've watched too many companies treat RevOps like it's some nice-to-have project they'll get to "when things calm down."

But let’s be real - things never calm down.

Here's what happens when you actually implement proper RevOps though:

  • Deal velocity increases by 30% (because nobody's waiting three days for someone to respond to a hot lead)
  • Your sales team spends more time selling instead of hunting through 47 different spreadsheets
  • Marketing can finally prove their campaigns actually generate revenue (revolutionary, I know)
  • Customer success stops being the team that only talks to clients when something's broken

The Hidden Cost of Wing-It Operations

Before we dive into building your team, let's address what poor RevOps is actually costing you.

When I audit prospective clients (and trust me, I've seen some things), here's what I consistently find:

The Data Disaster Zone

  • Marketing thinks they generated 500 leads this month
  • Sales says they only received 300
  • Customer success has no idea what promises were made during the sale
  • Finance is wondering why the revenue projections are always wrong

The Handoff Horror Show

  • Marketing qualified lead comes in at 3 PM Friday
  • Sales doesn't see it until Tuesday (because weekends, obviously)
  • Lead has already moved on to a competitor who called them within 30 minutes
  • Everyone blames everyone else

The Technology Tower of Babel

  • Marketing uses HubSpot
  • Sales swears by Salesforce
  • Customer success built their own system in Excel (I wish I was joking)
  • Nobody can tell you which customer is actually profitable

One client told me they were spending £50K annually on sales tools that didn't talk to each other. Their sales team was manually copying data between systems. In 2024. Let that sink in.

How to Build a RevOps Team That Actually Works

Step 1: The Reality Check Audit

Don't start by hiring people. Start by figuring out where your revenue engine is currently on fire.

I use what I call the "RevOps Emergency Triage":

The Bleeding Test: Where are you losing the most money right now?

  • Is it leads disappearing after marketing hands them off?
  • Sales reps spending half their time on admin work?
  • Customers churning because onboarding was a disaster?

The Speed Test: How long does everything actually take?

  • First response to a new lead
  • MQL to SQL conversion
  • Proposal to signature
  • New customer onboarding

The Truth Test: What do your teams actually think is broken? (Pro tip: Ask them individually. You'll get more honest answers.)

I once did this audit for a client who thought their main problem was lead quality. Turns out, their leads were fine. Their sales team just wasn't following up because the CRM was so clunky they avoided using it. Six months of blaming marketing for the wrong problem.

Step 2: Stop Trying to Boil the Ocean

The biggest mistake I see? Companies trying to fix everything at once.

You know what happens when you try to implement 15 new processes simultaneously? Nothing. People get overwhelmed, revert to their old ways, and you're back to square one with less budget and more cynical teams.

Pick ONE thing. The one thing that's costing you the most money right now. Fix that first.

For most companies, it's the MQL to SQL handoff. Marketing says a lead is "qualified," sales disagrees, lead gets ignored, everyone points fingers.

Start here: Get marketing and sales in a room (yes, physically in the same room if possible) and agree on what "qualified" actually means. Not in theory. In practice.

What job title? What company size? What specific actions did they take? What questions did they ask?

Write it down. Make it measurable. Test it for 30 days. Adjust.

Boom. You just did RevOps.


Step 3: Your First Hire (And It's Not Who You Think)

Everyone thinks they need to hire a "RevOps Director" with a fancy resume and a bigger salary than your sales manager.

Wrong.

Your first hire should be someone I call a "Revenue Detective." This person is part analyst, part project manager, part diplomat.



What they actually do:

  • Dig into your data to find where revenue is getting lost
  • Map out your actual processes (not what's in the employee handbook)
  • Get teams talking to each other without starting World War III
  • Implement quick fixes that show immediate ROI

What they DON'T do:

  • Build complex attribution models (yet)
  • Redesign your entire tech stack
  • Create 40-slide PowerPoints about "alignment"

I've seen companies transform their revenue operations with someone making £45K who just cared enough to ask the right questions and follow up relentlessly.

The fancy stuff can come later. First, stop the bleeding.

Step 4: The Technology Trap

Here's where most companies screw up: they think RevOps is a technology problem. It's not.

RevOps is a people and process problem that technology can help solve. But if you start with technology, you'll end up with expensive, shiny tools that nobody uses properly.

The Punch! Tech Stack Philosophy:

  1. Fix the process first
  2. Find the simplest technology that supports the process
  3. Get everyone actually using it
  4. THEN optimize and add complexity

I watched a client spend six months implementing a sophisticated marketing automation platform. Know what happened? Their sales team ignored all the leads because they didn't trust the scoring algorithm. The process was broken, not the technology.

Start with these questions:

  • How are we capturing leads right now?
  • Where is that data stored?
  • Who needs access to it?
  • What do they actually do with it?

Step 5: Making Teams Actually Work Together

This is the hard part. Not the technology. Not the processes. Getting humans to change how they've been doing things for years.

I've found that the secret isn't motivation speeches or team-building exercises (though a good pizza party never hurt anyone). It's making it easier to do things the new way than the old way.

Example: Instead of forcing sales to log into a new system to get lead information, push that information directly into the tools they already use. Make the right way the lazy way.

Another example: Instead of asking marketing to change their entire reporting structure, show them how the new process will make their campaigns look more effective (because they'll actually be more effective).

People don't resist change. They resist being made to feel stupid or having their work become harder.

The Metrics That Actually Matter

Forget vanity metrics. Focus on the numbers that directly impact your bank account:

Primary Revenue KPIs:

  • Pipeline velocity (how fast deals move through your funnel)
  • Customer Acquisition Cost by channel
  • Revenue per employee
  • Customer lifetime value by segment

Leading Indicators:

  • Time to first response on new leads
  • Percentage of leads contacted within 4 hours
  • Number of meaningful conversations per week
  • Proposal-to-close conversion rate

The Punch! Secret Metric: Multi-stakeholder engagement rate. In B2B sales, you need to engage multiple decision-makers. Track how often you're having conversations with more than one person at target accounts.

This metric alone can predict deal success better than most scoring algorithms.

Common RevOps Mistakes

Mistake #1: Perfectionism Paralysis

I've seen companies spend 18 months building the "perfect" system while their revenue suffered. Done is better than perfect. Always.

Mistake #2: Technology Before Process

If your process is broken, technology will just help you fail faster. Fix the fundamentals first.

Mistake #3: Ignoring External Partners

If you work with external agencies (ahem), integrate them into your RevOps planning from day one. We've seen too many companies treat their outsourced partners like afterthoughts, then wonder why handoffs are messy.

Mistake #4: Treating RevOps Like IT

RevOps is a business function, not a technical one. Your RevOps leader should understand strategy, not just spreadsheets.

“One client told me they were spending £50K annually on tools that didn't even talk to each other.”

The Bottom Line on RevOps

RevOps isn't about having the fanciest tech stack or the most sophisticated attribution model. It's about getting your teams to work together efficiently so you can grow predictably.

I've seen companies triple their revenue with nothing more than better communication and cleaner processes. I've also seen companies spend hundreds of thousands on RevOps initiatives that failed because they focused on complexity instead of fundamentals.

Start simple. Fix the obvious problems first. Hire people who care more about results than titles. Focus on processes before technology. And for the love of all that's profitable, get your teams talking to each other.

Your future self (and your bank account) will thank you.

Want the unfair advantage?

Schedule 30 minutes to learn how we drive pipeline results from day one.
James Snider
Chief Executive Officer

“My priority is ensuring we have the right strategy and culture in place to achieve the company vision”