Tag

#Sales Automation

45 posts

B2B sales playbooks
Thought Leadership

Why most B2B sales playbooks don't survive the first rep departure

Most B2B sales playbooks are outdated within 60 days of being written and completely ignored within 90. When the rep who built the knowledge leaves, the playbook is all that remains — and it's rarely enough. Here's why and what actually fixes it.

#GTM Strategy#Sales Automation
GTM mistakes by solo founders
Thought Leadership

The GTM mistake I made before building Ektie

I spent years building GTM teams that couldn't run without me. Every team I built needed me in the middle — briefing the SDR, reviewing the AE's pipeline, explaining to the marketing person what we were trying to say. Here's what I got wrong and what I built Ektie to fix.

#GTM Strategy#Solo Founder#Sales Automation
What our first Ektie customers had in common
Thought Leadership

What our first Ektie customers had in common

Every early Ektie customer shared one characteristic: they had already tried to build outbound manually and failed — not because of capability, but because of consistency. Here's the pattern and what it reveals about who AI GTM teams actually fit.

#GTM Strategy#Solo Founder#Sales Automation
SDR vs BDR vs AE: what's the difference?
Glossary

SDR vs BDR vs AE: what's the difference?

SDR, BDR, and AE are three distinct sales roles that often get confused. They cover different parts of the pipeline, have different metrics, and require different skills. Here's exactly what each does and where each fits in a B2B sales org.

#Sales Automation#GTM Strategy#AEO & Definitions
Comparisons

Email vs LinkedIn for B2B outreach: which gets more replies?

Email and LinkedIn are not interchangeable outbound channels. Each has a different friction profile, a different reply dynamic, and a different place in a B2B sequence. Here's the honest comparison — when each wins, and why most teams should run both.

#Outbound#Sales Automation#AEO & Definitions
Financial advisor managing investment portfolio
Thought Leadership

How financial advisors can systematise BD without a sales team

Independent RIAs and wealth management firms do BD through personal relationships and referrals. Systematising it without a dedicated BD team — or without violating compliance rules — is the challenge. Here's the approach that works.

#GTM Strategy#Outbound#Sales Automation
AI GTM for commercial real estate
Thought Leadership

AI GTM for commercial real estate: how brokers build consistent deal flow

Commercial real estate brokers operate on relationship capital and market timing. Consistent deal flow requires keeping a large number of contacts warm simultaneously — exactly the kind of work that breaks down without a system.

#Outbound#GTM Strategy#Sales Automation
Outbound for insurance brokerages
Thought Leadership

Outbound for insurance brokerages: building a pipeline that actually converts

Insurance brokerages face a specific outbound challenge: the buying cycle is long, trust matters more than speed, and compliance requirements shape what you can say. Here's how to build a consistent pipeline motion that works for commercial lines and P&C.

#Outbound#GTM Strategy#Sales Automation
How It Works

Sales sequence templates by vertical (5 industries, ready to use)

Five complete outbound sequence structures — one each for B2B SaaS, agencies, recruiting, professional services, and financial services. Each covers step count, cadence, angle per step, and the key personalisation hook per industry.

#Outbound#Sales Automation#GTM Strategy
How It Works

Cold email subject line templates by industry and angle

Subject lines determine whether your email gets opened. Short beats long. Specific beats generic. Question beats statement. Here are 30 subject line templates organised by angle and industry.

#Outbound#Sales Automation
How It Works

LinkedIn outreach templates for B2B (connection requests and messages)

LinkedIn outreach that works in B2B follows different rules than email. Connection requests need to be under 300 characters and hyper-relevant. Follow-up messages should be short and warm. Here are templates for each stage.

#Outbound#Sales Automation
How It Works

Cold email templates for B2B (with real examples)

Seven cold email templates that work in B2B — one for each common scenario: pain-led, outcome-led, case study, referral signal, job trigger, competitive displacement, and the break-up. With annotated examples.

#Outbound#Sales Automation