In this factual episode, Nicholas Loise, Founder of Sales Performance Team, shares how to build scalable sales teams and integrate marketing for growth. If you struggle with duct-tape sales processes and being stuck in selling, you won't want to miss it.
You will discover:
- How to align sales and marketing to avoid silos and boost revenue.
- Why creating playbooks turns average reps into consistent performers.
- What avoiding "one" dependencies like single salespeople prevents risks
This episode is ideal for for Founders, Owners, and CEOs in stage 4 of The Founder's Evolution. Not sure which stage you're in? Find out for free in less than 10 minutes at https://www.scalearchitects.com/founders/quiz
Nicholas Loise is a seasoned sales leader, entrepreneur, and marketing executive with a proven track record of helping small to midsize businesses improve their sales and marketing systems. Having served as Vice President of Sales, President, and Chief Revenue Officer, Nick specializes in building integrated processes and playbooks that drive growth, profitability, and long-term customer value. His experience spans from startups to Fortune 100 companies, where he has revamped sales structures, developed business development strategies, and enhanced customer retention.
Want to learn more aboutNicholas Loise' work at Your Sales Recruiter? Check out his website at https://salesperformanceteam.com/
Mentioned in this episode:
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Hello, hello and welcome. Welcome once again
Scott Ritzheimer:to the Start scale and succeed podcast. It's the only podcast
Scott Ritzheimer:that grows with you through all seven stages of your journey. As
Scott Ritzheimer:a founder, I'm your host, Scott Ritzheimer, and today I want to
Scott Ritzheimer:talk to those founders out there who've built a company, not just
Scott Ritzheimer:started a business. You've probably made it to stage four.
Scott Ritzheimer:We've talked about that before and hit a wall. But a big part
Scott Ritzheimer:of that wall we haven't talked much about is the very real
Scott Ritzheimer:world of sales. You see at this stage so many founders, sales
Scott Ritzheimer:function still feels like it's held together with duct tape and
Scott Ritzheimer:hope, especially those who are particularly good at sales
Scott Ritzheimer:themselves and have have struggled to find a way to
Scott Ritzheimer:reproduce that in others. So if you're in that stage where
Scott Ritzheimer:you've stepped back from just about everything else, but you
Scott Ritzheimer:can't figure out how to get out of the way of sales, you are in
Scott Ritzheimer:the right place, because Joining me today is the one and only
Scott Ritzheimer:Nicholas Loise, who's a seasoned sales leader, entrepreneur and
Scott Ritzheimer:marketing executive with a proven track record of helping
Scott Ritzheimer:small to mid sized businesses improve their sales and
Scott Ritzheimer:marketing systems, having served as VP of sales, president and
Scott Ritzheimer:chief revenue officer, Nick specializes in building
Scott Ritzheimer:integrated processes and playbooks that drive growth,
Scott Ritzheimer:profitability and long term customer value, his experience
Scott Ritzheimer:spans from startups to Fortune, 100 companies, where he's
Scott Ritzheimer:revamped sales structures, developed business development
Scott Ritzheimer:strategies and enhanced customer retention. He's here with us
Scott Ritzheimer:today. Nicholas, welcome to the show. So glad to have you here.
Scott Ritzheimer:I want to jump in because you you talk about something that a
Scott Ritzheimer:lot of people don't talk about. In fact, a lot of people talk
Scott Ritzheimer:about the opposite, which is what you call the diseconomy of
Scott Ritzheimer:sales scale. What in the world does that mean? Why is it
Scott Ritzheimer:relevant to our conversation here today?
Nicholas Loise:Well, first off, thanks a million for having me
Nicholas Loise:on and thank you for all the work that you're doing. We are
Nicholas Loise:in the founder space all the time. We're in the small to mid
Nicholas Loise:size business space. You guys do a phenomenal job at at scale
Nicholas Loise:architects. And really, you know, my hat goes off to you.
Nicholas Loise:It's, it's, it's, you're, you know, the driver of any economy,
Nicholas Loise:no matter what Wall Street says or what the Wall Street Journal
Nicholas Loise:Bloomberg says, really is small to mid sized businesses, and you
Nicholas Loise:really focus on helping them. So thank you for that, too. Is, you
Nicholas Loise:know, I think the most important thing is, you know, lot of times
Nicholas Loise:founders because, as you said in the beginning of who you guys
Nicholas Loise:talked to, they were good at building their business, right?
Nicholas Loise:They just intuitively know how to sell. They I could wake them
Nicholas Loise:up at three o'clock in the morning. They could close me,
Nicholas Loise:right? They know intuitively if a customer says something or a
Nicholas Loise:prospect says something five minutes in, they have to answer
Nicholas Loise:that with a story about 18 minutes in, or else they're
Nicholas Loise:going to get an objection at 24 they just know the process. But
Nicholas Loise:the problem is, is they, they have a difficult time
Nicholas Loise:articulating that to new sales people. They have a tough time
Nicholas Loise:creating that architecture, if you will, because it's innate to
Nicholas Loise:them. They just intuitively know what to do, when to do and why
Nicholas Loise:to do it. And so we kind of come in and focus on helping them
Nicholas Loise:build that platform, that sales architecture, if you will, so
Nicholas Loise:that they have a machine that they could kind of plug and play
Nicholas Loise:the players in and get the results that they want. Not as
Nicholas Loise:well as a founder, right? No, no sales person in the world is
Nicholas Loise:going to close as well as a founder will. But we go on to
Nicholas Loise:put them into that we'd like to say, you know, we are like the
Nicholas Loise:New England Patriots, right? Bill Belichick, who, you know,
Nicholas Loise:as we're listening to this, didn't get in the first ballot,
Nicholas Loise:but we'll get them eventually. You know, they just had a
Nicholas Loise:program, and they could plug and play players in based on the
Nicholas Loise:talent, based on their skill, but they had a very meticulous
Nicholas Loise:playbook, and that's the same thing that we help founders
Nicholas Loise:create.
Scott Ritzheimer:Yeah, I love that. And and the playbook is, I
Scott Ritzheimer:think it's gaining some traction. I think more
Scott Ritzheimer:important, people are thinking these terms. But that's an
Scott Ritzheimer:option, often not the option most people take right out of
Scott Ritzheimer:the gate. What are some of the ways that folks try to solve
Scott Ritzheimer:this problem that ultimately doesn't work.
Nicholas Loise:First off is they hire somebody from a big
Nicholas Loise:business and bring them into a small business, and maybe they
Nicholas Loise:call in the same same type of clients, right? Or maybe they're
Nicholas Loise:in the same space, but they came from a big logo, a big business,
Nicholas Loise:and now they're in a small business. And then the founders
Nicholas Loise:wondering why they can't sell. That's the first mistake that
Nicholas Loise:everybody makes. We try to unwind that or stop that before
Nicholas Loise:that happens. Two is they hire a bunch of salespeople, hire a
Nicholas Loise:headcount, right? Give them a little bit of training, and say,
Nicholas Loise:Go get them. Charge the mountain guys. Well, you know that
Nicholas Loise:doesn't work either. So that's the second mistake that they do.
Nicholas Loise:The third mistake that they do is that sometimes they get
Nicholas Loise:enamored by sales people, and that person will never sell,
Nicholas Loise:right? It just, it's just not in their DNA to be a salesperson.
Nicholas Loise:But they either fell in love with the person they play golf
Nicholas Loise:with their father. Or they play golf with their with their
Nicholas Loise:spouse, something of that nature, and they've got the
Nicholas Loise:wrong people on the wrong seats of the bus. So those are three
Nicholas Loise:of the high level things that we see, Scott.
Scott Ritzheimer:Yeah, yeah, you. You mentioned earlier, what
Scott Ritzheimer:I think is really at the the core of this problem. And these
Scott Ritzheimer:are three ways that they're trying to solve this same
Scott Ritzheimer:problem. That is that they can't find a way to get something
Scott Ritzheimer:that's in them out of them. And what I think is so challenging
Scott Ritzheimer:about this, because folks listening to be like, that's not
Scott Ritzheimer:a new problem. We talk about delegating all the time and this
Scott Ritzheimer:and that, and that's not really what we're talking about here.
Scott Ritzheimer:We're talking about this deeply innate skill that most founders
Scott Ritzheimer:weren't actually born with, but were born predisposed to
Scott Ritzheimer:develop, right? And so they come up with a way of of doing all of
Scott Ritzheimer:this intuitively. They didn't go to Sales Training, most of them,
Scott Ritzheimer:right? They didn't have someone give them a process for how to
Scott Ritzheimer:sell and and so they've had success in handing other things
Scott Ritzheimer:off. But for want some reason, this sales thing seems to stick
Scott Ritzheimer:with them longer than the rest. Why do you think that is?
Nicholas Loise:Control. One is control, right? You don't want
Nicholas Loise:to give up the revenue driver. You like to eat. You like to you
Nicholas Loise:like to feed your employees. Your employees like to eat your
Nicholas Loise:children. Want shoes, right? So you want to control the revenue
Nicholas Loise:side. Two is they've talked about what we talked about,
Nicholas Loise:where they've had their heart broken, or they've hired people,
Nicholas Loise:that person has, he or she hasn't sold. So then the owner
Nicholas Loise:has to jump in, the founder has to jump back in and get the
Nicholas Loise:revenue to where it goes. They don't want to do it, but they
Nicholas Loise:realize that they kind of have to hold on to it and to kind of
Nicholas Loise:re, re, I guess, retell what you just said, because you said it
Nicholas Loise:so articulately. I always use the story of Jack Nichols, best
Nicholas Loise:golfer. Well, one of the best golfers. Now, Scotty schiffler
Nicholas Loise:and and Tiger are taking over for that. But somebody ran up to
Nicholas Loise:him and said, How do you hit a one iron? He says, Well, you
Nicholas Loise:take the one iron, you swing and you hit the ball right? So he
Nicholas Loise:couldn't articulate how to do it. He just intuitively knew how
Nicholas Loise:to do it. And that's a lot of times what founders have they
Nicholas Loise:just one is they want to eat. Two is they had to grow the
Nicholas Loise:business. Three is they probably started on a folding table or an
Nicholas Loise:extra bedroom, and they had to get the business going. And they
Nicholas Loise:picked up the phone and they sent emails and did LinkedIn,
Nicholas Loise:and they worked a Rolodex, and they got deal flow going, and
Nicholas Loise:then they learned a process in the system, and they just need
Nicholas Loise:to, we come in to help them replicate that processes and
Nicholas Loise:system.
Scott Ritzheimer:Yeah. Nicholas, one of the big
Scott Ritzheimer:sticking points is that for a founder who sells, to some
Scott Ritzheimer:extent, more emotionally than than logically, that sale is
Scott Ritzheimer:free. You know there's no sales commissions. You know you're
Scott Ritzheimer:you're paying it to yourself and and so one of the things that
Scott Ritzheimer:I've found is a real challenge is, how do you structure
Scott Ritzheimer:compensation, and what role do you see as compensation playing
Scott Ritzheimer:in this, this struggle to get a team up and running?
Nicholas Loise:Well, first off, that's a great line. I'm going
Nicholas Loise:to use it. I'll give you attribution to it, but that's a
Nicholas Loise:great line that they think all the sales that they create are
Nicholas Loise:free. So, I mean, a sales compensation plan is created to
Nicholas Loise:drive the behaviors as well as the outcomes that you want,
Nicholas Loise:right? It's simple. So that's what we have to do for some long
Nicholas Loise:term sales. Maybe there's a production portion of the sales
Nicholas Loise:compensation plan. A lot of times it's a percentage of
Nicholas Loise:revenue. We like a percentage of profit, or we like a percentage
Nicholas Loise:of cash coming in, but really it's set up to drive the
Nicholas Loise:behavior and to drive the outcomes that you want. So you
Nicholas Loise:have to reverse engineer,
Scott Ritzheimer:yeah, and what do you find? They just decided
Scott Ritzheimer:to blow leaves right outside my window. So I hope you can't hear
Scott Ritzheimer:that, but you probably can.
Nicholas Loise:I mean, I think they find out when all the
Nicholas Loise:podcasts are happening, and they have master list, and every you
Nicholas Loise:know that, they say in the morning, okay, I have to get
Nicholas Loise:over by Nick's house because he's doing a podcast and I'm
Nicholas Loise:going to do the lawn. So I actually had a problem here in
Nicholas Loise:Chicago. So you'll hear a, you'll hear a you'll hear a
Nicholas Loise:snowplow go by on my end. Yeah, don't worry about it.
Scott Ritzheimer:I had a problem with it, where they were
Scott Ritzheimer:always doing it right after I was done, and so I put a red
Scott Ritzheimer:light outside to show when we were recording, to make sure
Scott Ritzheimer:they got it right. So everyone listening, we tried not to do
Scott Ritzheimer:this. But no, you, I don't know what I was going to ask, but I'm
Scott Ritzheimer:going to ask this. You mentioned this earlier, and I think it's
Scott Ritzheimer:another one of those things that gets in the way, and another
Scott Ritzheimer:sticking point, and that is they can't sell as much as me. And I
Scott Ritzheimer:think that shows up Nicholas a couple of ways, and I love for
Scott Ritzheimer:you to speak to it to us. There's one of like, Hey, I'm
Scott Ritzheimer:just not going to get somebody else because they can't sell as
Scott Ritzheimer:much as me. But I think there's also this need that goes on even
Scott Ritzheimer:after you have a team to, like, jump in and save the day, where
Scott Ritzheimer:it's like, the big sale, or we're a little down in a month.
Scott Ritzheimer:And what's the cost of that, especially over the long run?
Nicholas Loise:So the cost is huge. So the first the first
Nicholas Loise:point the cost is going to cost you points on your exit. Okay,
Nicholas Loise:so if they can't sell as much as me, so therefore I don't want to
Nicholas Loise:build a sales team, the sales process and all that, no one is
Nicholas Loise:going to buy your business, or they're going to buy it for a
Nicholas Loise:lot less than you think it's worth, because they like I got
Nicholas Loise:to buy myself a job, or I got to find a salesperson and train
Nicholas Loise:that salesperson up. I'm going to take a hit on revenue. So
Nicholas Loise:you're doing really long term detrimental value to your net
Nicholas Loise:worth and to your exit. And for many of the people that we work
Nicholas Loise:with, and I'm sure with you also Scott, their business is their
Nicholas Loise:number one asset, right? It's it's going to fund their
Nicholas Loise:retirement. It's going to fund the kids college funds. It's
Nicholas Loise:yada. It's going to let them pay back to what they want to do, or
Nicholas Loise:start a foundation. So we want them to maximize as much as they
Nicholas Loise:possibly can. And the best way to do that is have a really
Nicholas Loise:tight sales process and have a number of sales people, not just
Nicholas Loise:one really great sales people, but a number of sales people
Nicholas Loise:that drive the revenue. Now you've got a machine, and people
Nicholas Loise:will buy that, or private equity will look hard at that. So
Nicholas Loise:that's the first reason why. The second reason why is something
Nicholas Loise:not only founders, we see with founders, but we also see when
Nicholas Loise:everybody does the kiss of death, they take the best
Nicholas Loise:salesperson and they promote him to sales leader. And so his
Nicholas Loise:intuitive instinct is to drive deals right? So he doesn't coach
Nicholas Loise:up the team, he doesn't move the team. He runs in and jumps in
Nicholas Loise:when the deal is stalled or over the edge. And we see that a lot
Nicholas Loise:with founders, too, is the deal is stalled and they want
Nicholas Loise:revenue, right? Because that's what they're driven and we all
Nicholas Loise:are always fearful of the shoes gonna drop on the other foot. So
Nicholas Loise:I don't, I'm not judging them. I'm just saying is that that
Nicholas Loise:will do detrimental value and it will start to demoralize your
Nicholas Loise:team. So you have to stay away from doing that. Sales leaders
Nicholas Loise:have to stay away from do that. And you never don't hire sales
Nicholas Loise:people.
Scott Ritzheimer:Yeah, yeah. You, you mentioned sales
Scott Ritzheimer:leadership, and maybe even in your bio, sales management
Scott Ritzheimer:there. What's the difference between sales sales management
Scott Ritzheimer:and sales leadership? And what does a founder at this stage
Scott Ritzheimer:need most?
Nicholas Loise:So it depends on where they're at from a revenue
Nicholas Loise:perspective, if they are in the let's say, under $5 million
Nicholas Loise:dollar stage, they probably need sales, keep sales people
Nicholas Loise:blocking and tackling, moving deals forward, picking up the
Nicholas Loise:phone and prospecting, doing discovery, doing you know,
Nicholas Loise:objection handling and all that. Right? So that's what they need.
Nicholas Loise:Probably at that three to 5 million range they could think
Nicholas Loise:about a fractional sales manager or leader. That person is, what
Nicholas Loise:we'll say, the zookeeper. And I mean that would love it and
Nicholas Loise:admiration. I'm a salesperson myself, so I got four people,
Nicholas Loise:four fingers going back at me, but they're managing the
Nicholas Loise:inmates, if you will, right? So they're managing the team,
Nicholas Loise:they're managing deal flow. They're doing a lot of
Nicholas Loise:mentoring. They're listening to calls. They're walking them off
Nicholas Loise:the edge. Has where you and I are speaking. I got a team that
Nicholas Loise:we're managing and their sales persons texting me because they
Nicholas Loise:think the other person is stealing leads, right? So
Nicholas Loise:dealing with all of those things that a sales leader shouldn't be
Nicholas Loise:dealing with and a founder should never be dealing with.
Nicholas Loise:Now you're going to get to five to 7 million, maybe 10 million.
Nicholas Loise:Okay, you still probably maybe move that sales manager to full
Nicholas Loise:time. Then now you're going to get ready for a leader. A sales
Nicholas Loise:leader really is focused on big deals, right? And how do I move
Nicholas Loise:revenue? Maybe at a zero, maybe at two zeros, right? What's our
Nicholas Loise:distribution channel? Do I bring in partners, you know? So
Nicholas Loise:they're looking at all the different channels, if you will.
Nicholas Loise:And they think about the world strategically. Sales people are
Nicholas Loise:doing the work. They're the worker bees, the ants, if you
Nicholas Loise:will. The sales leader is kind of directing them. Sales
Nicholas Loise:Managers kind of directing them, making sure that the the raw
Nicholas Loise:materials there, and they're trained up. And the sales leader
Nicholas Loise:is saying, here's the mountain we're going to go and it's going
Nicholas Loise:to get us this. And they're really kind of building out the
Nicholas Loise:high level plans, 30,000 foot 10,000 foot boots on the ground
Nicholas Loise:type thing.
Scott Ritzheimer:Yeah. Nicholas, I could ask you about
Scott Ritzheimer:5000 more questions on this. I just love your approach and the
Scott Ritzheimer:clarity that you're able to bring to it. But there is one
Scott Ritzheimer:question that I want to make sure we have time for. And this
Scott Ritzheimer:question I ask all my guests, and it is this, what would you
Scott Ritzheimer:say is the biggest secret that you wish wasn't a secret at all?
Scott Ritzheimer:What's that one thing you wish everybody watching or listening
Scott Ritzheimer:today knew?
Nicholas Loise:So it's a great question. So I think the one is
Nicholas Loise:sales is both the science and an art right? You got to get the
Nicholas Loise:science part right. The art is dealing with people, dealing
Nicholas Loise:with prospects, dealing with that, but you got to get the
Nicholas Loise:science part right. Got to get the foundational formula
Nicholas Loise:correct. And then we can make we could do the the art form, but
Nicholas Loise:focus on the science of sales, the blocking and tackling of
Nicholas Loise:sales. They execute. Question of it, and then you get into the
Nicholas Loise:nuance of the people skills.
Scott Ritzheimer:Yeah, yeah, I love ordering this Nicholas.
Scott Ritzheimer:There's certainly folks listening to this, and they're
Scott Ritzheimer:right there the duct tape and hope thing isn't working for
Scott Ritzheimer:them anymore, and they really want to find a way of building a
Scott Ritzheimer:scalable, effective, sustainable sales team, where can they find
Scott Ritzheimer:more out about the work that you do and connect with you.
Nicholas Loise:That's very kind. So they could go to our
Nicholas Loise:website, salesperformance team.com, we got a bunch of
Nicholas Loise:freebies on there. We give back right? So there's a lot of
Nicholas Loise:information. There's a lot of lot of stuff. And they just, if
Nicholas Loise:they go to Sales pack, dot sales performance team, calm and let
Nicholas Loise:us know that they're a person of the show. We'll send them our
Nicholas Loise:books. We'll send them all of our stuff. We give back, right?
Nicholas Loise:We're a content producer. Folks, that's the easiest way they go
Nicholas Loise:to LinkedIn. Hit me up on LinkedIn. That's fine too.
Nicholas Loise:That's probably the most active media that I'm on. Maybe a
Nicholas Loise:little bit of Facebook. They send me an email at Nick at
Nicholas Loise:salesperformance team.com, and the last thing I'm going to lead
Nicholas Loise:them with is the second thing I wish everybody knew there wasn't
Nicholas Loise:a secret, is one is the most dangerous number in sale, in
Nicholas Loise:sales and in business. And it's one sales person is dangerous
Nicholas Loise:because if he leaves now you're back to selling. It's one
Nicholas Loise:provider. It's one source of income. It is one media,
Nicholas Loise:whatever that is so focus on more than one, especially on the
Nicholas Loise:sales size. Have as many as possible.
Scott Ritzheimer:Yeah, I couldn't agree more. I couldn't
Scott Ritzheimer:agree more. There's probably like five more episodes just in
Scott Ritzheimer:that last statement. But Nicholas, thank you. Thank you
Scott Ritzheimer:so much for being on the show. Really was a privilege and
Scott Ritzheimer:honor. Having you here with us today, I appreciate it. And for
Scott Ritzheimer:those of you watching and listening, you know your time
Scott Ritzheimer:and attention mean the world to us, I hope you got as much out
Scott Ritzheimer:of this episode as I know I did, and I cannot wait to see you
Scott Ritzheimer:next time. Take care.