Carson V. Heady's Blog, page 9
May 2, 2025
From Cold Calls to Copilot: How AI Is Redefining Sales and Supercharging Sellers
I built my career in the trenches — tracking leads in Excel, cold-calling strangers, and pouring over scripts.
But this week, the contrast couldn’t be more profound.
I had the honor of being flown to Chicago by our Commercial Marketing team to speak with sales executives with some of Microsoft’s largest strategic customers, and I saw it crystal clear: we are living in the future of sales — and it’s no longer optional to embrace it.
Between my Mastering Modern Selling episode with Isabella Bedoya (who’s pushing the edge of AI employees) and hearing Vik Singh, CVP of Copilot Apps at Microsoft articulate where AI sales agents are already having unbelievable prospecting results — it hit me like a lightning bolt:
AI isn’t just disrupting sales… it’s redefining it.
In my presentation, “From Prospecting to Pipeline: How I Use AI to Sell Smarter at Microsoft,” I walked through how I lead and win with AI every day:
I use Copilot to prep for calls, follow up faster, and eliminate admin noise.
I’ve created a replicable, billion-dollar Moneyball demand generation engine others have called The Carsonator, that I’ve presented to our CEO Satya Nadella and his entire SLT and trained in 11 countries.
Many of the things I’ve done manually for years that no one else will do can now be done by agents. I feel like James Bond meeting Q for the first time in Skyfall; that time-tested, experience-ladened field agent meeting data-driven technology and finding a sweet spot.
I engage with 20,000 executives monthly with personalized messages and newsletters aided by AI.
I train others on how to combine LinkedIn Sales Navigator + Copilot to scale relationship-building at speed.
AI will be updating our CRM, flagging at-risk deals, and already spots expansion opportunities we previously might have missed.
But the kicker?
AI doesn’t replace the seller. It amplifies them.
I’m not a tech guy. I’m a people guy. And now?
I’m a better seller, leader, and coach because of AI — not in spite of it.
Everyone in the room is using and excited by what AI can mean for their organization, people and customers.
Let’s sell smarter. Let’s lead louder. Let’s wield AI with purpose.
Dani Haynes Jonathan Ofori-Amoah
hashtag#CopilotForSales hashtag#ModernSelling hashtag#SocialSelling hashtag#SalesLeadership hashtag#AIinSales hashtag#SalesTransformation hashtag#FutureOfWork hashtag#MicrosoftSales hashtag#LinkedInSelling
May 1, 2025
AI Employees Are Here—And They’re Already Changing the Game
I’ve spent over two decades in the trenches of sales. I’ve cold called from Excel spreadsheets. I’ve walked into boardrooms with handwritten notes. I’ve built books of business brick by brick. And over time, I’ve seen seismic shifts—CRM, social selling, automation.
But nothing—and I mean nothing—has felt quite as profound as what’s happening right now with AI employees.
In Episode 135 of Mastering Modern Selling, we welcomed Isabella Bedoya, Co-CEO of MyInfinite.AI, to unpack what might be one of the most pivotal discussions we’ve ever had on the show.
“It’s not about replacing humans. It’s about freeing them up to be more human.”

Not just a chatbot. Not just automation. An AI employee is a full-function, multi-channel, always-on team member that can:
Call, text, and email prospectsFollow up within seconds of form submissionQualify leads based on your criteriaSchedule appointments and sync with CRMEven perform database reactivation campaignsThese agents don’t call in sick. They don’t skip follow-ups. And they definitely don’t ghost your CRM.
Isabella described it perfectly:
“An AI employee is AI plus automation. It’s not just waiting for a prompt—it takes action in real time.”

I was blown away by some of the examples Isabella shared:
A loan broker reactivated 4,000 leads in two days, booking 30+ meetings (and learned the hard way about handling callbacks
Read that again. $10 for 12 meetings.

Let’s address the elephant in the Zoom.
Some sellers are worried. And I get it. I’ve seen fear creep in around every wave of change—from CRMs to social selling to LinkedIn automation. But here’s the truth:
AI will not replace sellers. Sellers who use AI will replace those who don’t.
If you’re a rep today, your role is shifting from “doing everything manually” to orchestrating results with AI. You become the GM of a digital Moneyball team, analyzing what’s working, optimizing workflows, and focusing your energy on the high-leverage human stuff—like trust, relationship-building, and closing.

I’ll be honest—I use AI in my workflow every single day now.
I use it to write better outreach messages.I use it to research faster.I use it to prep for calls and recap them.And I’m starting to explore how AI agents can proactively engage my network while I focus on relationships.“I want my AI agent to yell ‘RECO!’ like Boiler Room when it’s time for me to jump in and close.” – Me, half-joking. Half not.

One of the best questions from the show was:
“Can buyers really trust an AI employee?”
Isabella shared something fascinating: many people don’t even realize they’re talking to AI on the phone. And when the experience is consistent, accurate, and responsive—they start to trust.
Because let’s face it—some buyers have had worse experiences with humans.
Trust today is built on value and responsiveness. AI employees can deliver that at scale.

I’ve spoken with some of the largest organizations in the world. I’ve sat in rooms with CEOs and CDOs who are saying it plainly:
“One AI-powered seller is becoming more productive than full teams of humans.”
We’re already seeing it. AI isn’t a future tool—it’s a now tool.
As sales professionals and leaders, our job is not to fear it—but to master it. To integrate it. To become better because of it.
Because the truth is:
“If you love the game of selling, this is how you level up.”

Here’s where I’d start if I were you:
Audit your current sales process—where are the bottlenecks?
Get familiar with tools like ChatGPT, 11Labs, HeyGen, and Infinite AI
Pick one use case (like speed-to-lead or database reactivation) and pilot it
Train your team not to resist AI—but to manage it
Keep showing up, keep learning, and stay human at the right moments
This is the modern sales era. You’re not just a seller anymore.
You’re a conductor.
Let’s lead the orchestra.
Huge thanks to Isabella Bedoya for joining the show and sharing her wisdom.
Check her out at MyInfinite.AI or on LinkedIn.
What are YOUR thoughts? Are you already using AI employees in your sales org? Where do you see the biggest opportunity—or concern?
Drop your thoughts below Let’s learn from each other.
#ModernSelling #AIinSales #SalesLeadership #VoiceAI #FutureOfWork #SalesStrategy #B2BSales #DigitalTransformation #LinkedInInfluence
April 30, 2025
The Sales Struggles No One Talks About—And How to Conquer Them in a Risk-Averse, Volatile Market
Sales is not for the faint of heart.
We are living through one of the most volatile markets of our lifetime. Buyers are spooked. Budgets are tight. And even when you secure executive alignment, that “yes” often turns into a long, painful purgatory filled with endless reviews, escalations, and worst of all—silence.
But these are not just market problems. These are human problems. They’re your problems and mine.
Over the last two decades, I’ve seen a lot of change—product shifts, territory shakeups, org redesigns, reorgs of the reorgs. I’ve been lied to, counted out, fired, promoted, ghosted, and celebrated.
And through all of it, I’ve seen what separates the good from the great.
Let me break down what salespeople are struggling with right now, and more importantly—how we rise.


The buying cycle has changed. It’s not about how great your product is—it’s about how big the risk feels.
I’ve seen deals vaporize in Q4 because a new CFO walked in and hit the brakes. I’ve had procurement insult me on a Zoom call in front of my leadership team. I’ve been told “we’re just not going to make any big moves this year” after years of nurturing a relationship.
Buyers aren’t afraid of missing out anymore—they’re afraid of messing up.
That means:
You must de-risk the decision.You must help them sell internally.You must show how others like them won by making the move.You don’t overcome hesitation with hype. You overcome it with proof, partnership, and patience.
2.
Your prospects are bombarded with a thousand messages a day. Why should yours be the one that gets a response?
Early in my tech career, I decided to try something different. I reached out to 500 people at one of my target accounts. 200 accepted. Over 100 took meetings. It led to a 9-figure deal. Not because I had a magic pitch—but because I created value, nurtured curiosity, and kept showing up.
Here’s what works:



You aren’t just another vendor. You’re the trusted advisor they didn’t know they needed—yet.
3.
We’re in meetings all day. We’re reactive. We check every ping and inbox like it’s urgent. Then we wonder why we didn’t prospect, why pipeline’s thin, or why it feels like we’re always behind.
I used to glorify burnout. I wore it like a badge. But the truth? It’s not sustainable.
What changed everything for me:



Before inbox zero, Slack messages, or internal drama, I move the ball downfield on what will actually impact revenue.
4.
We’re in a weird place: told to adopt AI, tools, and tech—but also to keep it personal. And a lot of reps are frozen between the two.
Let me be clear: AI doesn’t replace the human touch—it enhances it.
Use AI to:
Summarize meetings.Suggest next steps.Automate follow-up.Surface warm leads from marketing data.But only you can build trust. Only you can sell change.
Sales is a human sport with digital steroids. Use both.
5.
I’ve had to pump myself up like Rocky in the mirror, only to get soul-crushed two hours later in a negotiation. I’ve been insulted on calls, misrepresented, even robbed of the credit on my own deals. I’ve smiled through tears. I’ve led calls after being handed devastating personal news.
And yet, we show up. Again. And again.
Because the show must go on.
What’s helped me:



Burnout thrives in isolation. But resilience is built in repetition.
6.
Let’s be real. Sales messes with your head. You can do everything right and still lose. You can get all the signals and still get ghosted.
What separates the elite?
Mental agility. Grit. The ability to take one more step when the others quit.
I’ve been rejected hundreds of times. Deals have fallen apart inches from the finish line. But I’ve also gotten massive wins because I didn’t give up after being told “no.”
One of my proudest wins came when a CIO publicly dressed me down, only for us to close a transformational deal six months later—because I kept showing up with value.

Here’s what I coach my team (and myself) to do every single day:








You weren’t called to this profession to go through the motions. You were called to serve, to solve, and to inspire.
And if you’re struggling right now, I want you to hear this loud and clear:
You’re not broken. The game is just hard.
But you have what it takes. You’ve got the stories, the grit, and the scars to prove it. So get up. Show up. Serve your customer. Solve their problem. And win your day.
Because in sales—and in life—the show must go on.
What are YOU struggling with right now? Comment below. Let’s help each other get better.
#SalesLeadership #B2BSales #SocialSelling #SalesStrategy #AIinSales #BurnoutRecovery #ProspectingTips #EmotionalIntelligence #TheShowMustGoOn
April 29, 2025
Walk in Their Shoes: The Leadership Power of Replacing Judgment with Curiosity
What if the people you judge most hold the greatest keys to your growth? What if, by choosing curiosity over condemnation, you could unlock trust, potential, and collaboration that elevates your life, your leadership, and your legacy?
In Episode 67 of the Connected Teamwork Podcast, I had the honor of joining Hylke Faber to unpack one of the most vital — yet often overlooked — practices for thriving in today’s divided world: “Walking in Their Shoes.” At its heart, this episode isn’t just about leadership, teamwork, or conflict resolution — it’s about humanity. It’s about what happens when we get curious instead of combative, and when we choose connection over contempt.
Today, I will share practical lessons we discussed, insights that have shaped my own career, and offer a roadmap for anyone who wants to stop building walls and start building bridges.
Why Judgment Makes Us BlindAs Hylke beautifully shared during the episode, judgment isn’t a moral failing — it’s biological. “Our nervous system isn’t primarily wired for love, compassion, or learning — it’s wired for survival,” he explained. “When things don’t go our way, our ‘crocodile brain’ steps in, pushing us to defend, attack, or retreat. Judgment is its natural reaction.”
When we judge, we are no longer seeing clearly. We don’t see the full person or the situation; we only see a narrow, distorted version that matches our fear. As Gandhi once said — and Hylke reminded us — “An eye for an eye makes the whole world blind.“
And when we lead, sell, or live from that place of blindness?
We miss opportunities.We erode trust.We stay stuck in fear.That’s why the first and hardest act of leadership is not controlling others — it’s controlling ourselves.
Curiosity: The Ultimate AntidoteThe powerful alternative to judgment is curiosity. It sounds simple. It’s not. It’s a skill. A practice. A commitment.
It starts with catching ourselves mid-judgment and — instead of reacting — pressing pause. As Hylke put it, “I call it going to the BEACH: Breathe. Encourage yourself. Accept that you’re judging. Choose higher wisdom.“
In other words, don’t resist judgment — notice it. Accept it. Then move forward from a wiser place.
When we lean into curiosity, we ask:
Why does this person believe what they believe?What pressures might they be feeling?What might I learn if I stayed open a little longer?This isn’t just theory — it’s a practice that has transformed some of my most difficult professional relationships into my most rewarding ones.
From Conflict to Collaboration: A Real-World ExampleDuring the episode, I shared a story from my early sales career — an encounter with a customer who refused to meet with me, took pride in rejecting vendors, and threw up every imaginable wall.
Many people would have given up.
But I didn’t.
Instead, I asked myself, “What is he fighting for?” I dug into what truly mattered to him and his organization. I approached him not with defensiveness, but with curiosity — with a simple but powerful question:
“What would a win look like for you?”
That question turned everything around. Within weeks, we went from animosity to alliance, from avoidance to a significant global deal. All because curiosity kept me in the room — and ultimately, on the same side of the table.
The Deep Truth: We Judge Most Those We Care AboutOne of the profound moments in our conversation was when Hylke said: “The people we judge the most often have the greatest potential to become our most trusted collaborators and even dear friends.”
Why? Because the intensity of judgment often mirrors the intensity of care. We judge when we care about outcomes, about relationships, about being heard and valued.
When you realize this, judgment becomes an invitation — not a condemnation.
Next time you find yourself deeply triggered by someone, ask:
What do I care about so much that’s being touched here?Can I honor that care without dishonoring the other person?Building Bridges in a Divided WorldThis practice of walking in their shoes isn’t just for teams or companies — it’s essential for society. As Hylke pointed out: “We live in times where political divides and identity labels make it easy to dehumanize. True leadership is holding onto curiosity when the world demands condemnation.”
I’ve experienced this firsthand — conversations with people who voted differently, lived differently, or led differently. The temptation to retreat into judgment is strong. But every time I chose to stay at the table — with curiosity, humility, and genuine questions — something unexpected happened: Connection. Respect. Hope.
Practical Steps to Walk in Their ShoesIf you want to build real connectedness — not just in your team, but in your life — here’s the prescription Hylke and I would offer:
Catch Judgment Early. Notice when you slip into narratives about “them” being wrong, bad, or less. Awareness is the first step.
Pause and BREATHE. (Breathe. Encourage. Accept. Choose Higher Wisdom.)
Ask Open Questions. (“What’s important to you about this?” “What would a win look like for you?”)
Sit with the Tension. Don’t rush to resolve or fix. Listen longer than is comfortable.
Respect Their Humanity. Even when you disagree. Especially when you disagree.
Remember the Sun Behind the Storm. Every person was once an innocent, beautiful baby, worthy of love. They still are.
Focus on Shared Goals. Shift from “me vs. you” to “us vs. the problem.”
At the end of the episode, I said: “Walking in their shoes makes you a better teammate, a better leader, a better human. You don’t have to agree with everyone. You just have to respect them.”
Empathy isn’t weakness — it’s strategy. Curiosity isn’t passivity — it’s power. And conversation — not condemnation — is the only path to the kind of world we all deserve.
Remember: When you sit with someone in the storm, you can walk together in the sun. And the sun is always there — even when clouds temporarily hide it.
Let’s keep walking in each other’s shoes — and unlocking the full, breathtaking potential of our connected humanity.
#ConnectedTeamwork #LeadershipDevelopment #EmpathyInAction #ConflictResolution #EmotionalIntelligence #TeamworkMatters #WalkInTheirShoes #BuildBridgesNotWalls #CuriosityOverJudgment
April 28, 2025
How the Best Rewrite Their Story: Resilience, Relationships, and Relentless Reinvention
There will be days — maybe even months or years — when you question if it’s all worth it.
You’ll sit at your desk or in your car or on the edge of your bed and wonder if you have anything left to give — to your company, your family, yourself.
You’ll feel gutted, empty, unseen. You’ll wonder if anyone notices how much you sacrifice to keep the whole thing moving forward.
But you will still put your feet on the floor, still lift yourself up, and still perform.
Because if you’re here to leave your mark on this world — and I know you are — you must rewrite your story.
The Power of Relentless ReinventionYou may know me today — Managing Director at Microsoft, author, speaker, podcast host. But what you don’t see are the countless reinventions, heartbreaks, failures, and comebacks.
I was fired unjustly after years of winning and accolades — and had to rebuild from scratch, fueled only by grit and faith.
I navigated crushing depression while delivering million-dollar wins no one else could see.
I stared at myself in the mirror, dead-eyed and sleep-deprived, wondering how I would find the strength to smile on a 12-hour Teams call marathon — and somehow, I did.
Why? Because the alternative — giving up — was never on the table.
Every battle, every heartbreak, every no, every setback — it all became the soil from which the next version of me would grow. If you’re not evolving, you’re dissolving.
You Cannot Live Someone Else’s ScriptWhen I was a small-town kid clocking minimum wage hours at a grocery store, sales wasn’t even in the zip code of my dreams. It wasn’t my plan. It wasn’t even my passion.
But it became my platform.
When I landed my first inbound call center sales job, I hated it. I almost quit. But on one spring day, I closed my eyes, delivered the script, and landed my first sale.
That tiny moment — that pivot from fear to action — became the moment that changed everything.
From that moment forward, I wasn’t living someone else’s script. I was writing my own.
Success doesn’t come from knowing what you want — it comes from choosing to make greatness out of wherever you are planted.
Practical Actions to Start Your Transformation TodayI’m not here to give you philosophy without a playbook. I’m here to hand you the keys that rewired my life and career.
Gamify the Process: Success isn’t a finish line; it’s a game of inches. Map your plays. Know your numbers. Celebrate the first down as much as the touchdown.
Control the Controllables: You can’t predict the economy, your boss’s decisions, or corporate restructures. But you can control your effort, attitude, and execution.
Master Relationships and Resourcefulness: Skills will get you in the door; relationships and resourcefulness will make you a legend.
Outwork Everyone (Intelligently): It’s not about 100 calls. It’s about 10 meaningful touches a day that change your future.
Use Every Platform to Your Advantage: LinkedIn, podcasts, newsletters, webinars — build a world where people know you before you walk into the room.
De-risk Every Decision: Customers don’t fear missing out; they fear messing up. Your job is to make moving forward the safest, smartest decision.
Leave a Legacy, Not Just a Resume: Your impact isn’t measured in titles. It’s in how many people you’ve pulled up the mountain with you.
Always Be Evolving: The title that made you a star yesterday will not save you today. Reinvent. Relentlessly.
Be Grateful, Even for the Pain: Your scars are your superpowers. Your setbacks are your slingshots.
Wherever you are today — stuck, soaring, surviving, or reinventing — Know this:
You are one conversation away. One new relationship away. One act of courage away. One relentless reinvention away from a future you can’t even imagine yet.
You don’t need a new job, a new boss, or a perfect economy. You need a new story — the one you are willing to fight for every day.
Seize the mic. Own the stage. Perform the greatest story of your life.
Because when you do — the best is yet to come.
#LeadershipDevelopment #SalesMindset #Motivation #Resilience #CareerGrowth #SalesStrategy #PersonalBranding #SocialSelling #NeverGiveUp
April 26, 2025
Adapt and Thrive: Embracing AI and Authenticity in Modern Sales Leadership
When I started in sales over two decades ago, my toolkit was a phone, a notebook, and the sheer will to make 100 cold calls a day. Back then, hustle meant pounding the pavement and dialing until my fingers were numb. Fast forward to today: I’m leading sales teams at Microsoft in a world where artificial intelligence and social networks are as essential as a firm handshake. The game has changed – dramatically – but the core principles of sales success haven’t. This is the story of how I adapted from those early days to become a sales leader in the age of AI, and how embracing new tools without losing the human touch transformed my career.
I’ll be honest: at first, I resisted some of the changes. It’s easy to stick with what you know when you’ve had success. I remember years ago when LinkedIn started gaining traction for sellers – part of me wondered if posting content or sending connection requests could really move the needle. I was hitting my numbers on the phone; why rock the boat? But the truth was staring me in the face: the world was evolving, and if I didn’t evolve with it, I’d be left behind. Adapt or stagnate. There came a point in my career where I had to make a choice – cling to the old ways, or step into the future.
The New Reality of Sales – Change Is the Only ConstantOne thing I’ve learned in my career: complacency is the enemy of success. Technology has always marched forward, and each wave changes how we connect with customers. I’ve seen it firsthand. In my early years, getting a “yes” meant relentless in-person networking and calls. Then came CRM systems, email, social media – each new tool initially met with skepticism, including from me. But every time I leaned into the change instead of away from it, I uncovered new opportunities.
Today, the buzz is all about AI in sales – predictive analytics, AI-driven research, even AI writing our first drafts. It’s easy to feel intimidated by it. I’ve watched some sales pros worry that AI will make them obsolete. I’ve also watched others – the adaptors and innovators – skyrocket their performance by using AI as an advantage. Here’s what I discovered: sales excellence is a moving target. What made you great last year might not be enough next year. The best sellers and leaders are perpetual students. They absorb new trends, test new strategies, and proactively reinvent themselves when needed.
I decided I would be one of those people. I embraced the mindset that if there’s a new tool or trend that can help me sell better or lead better, I want to know about it. That shift in attitude changed everything. Instead of fearing change, I started chasing it. When social selling emerged, I dove in and built a personal brand. When AI tools became available, I volunteered to pilot them on my team. I became an early adopter – and I quickly saw the payoff. My network grew exponentially. My win rates improved. I was learning faster than ever, because I wasn’t just reacting to change; I was running alongside it.
AI as an Ally (Not a Threat) to the Authentic SellerOne of the biggest turning points in my journey was realizing that AI isn’t here to replace salespeople – it’s here to empower us. A while back, I led a project where we experimented with an AI-powered sales assistant (our very own early version of a sales copilot). At first, some team members were skeptical – and honestly, I had my doubts too. Would relying on AI make our outreach feel robotic? Would it drain the humanity out of our customer relationships? These were valid concerns. After all, trust and rapport are the currency of sales, and you don’t build genuine trust with algorithms alone.
So we approached it intentionally. Rather than letting the AI run on autopilot, we used it to augment our human touch. For instance, the AI could analyze our CRM data and surface which customers might be ready for a new solution. It could draft a tailored email based on the customer’s industry and pain points – a task that might have taken me an hour of research and writing, the AI could do in minutes. But here’s the catch: we never sent anything without adding the human polish. I’d take that AI-drafted email and infuse my voice into it – referencing a client’s recent LinkedIn post, adding a personal anecdote, or injecting a bit of humor only a human would know to use. The result? I was reaching out more efficiently and more effectively.
Pretty soon I witnessed something amazing: using AI to handle the grunt work gave me more time to focus on what really matters in sales – the people. Instead of spending my evenings tediously researching, I could spend more time strategizing on how to solve a client’s business problem or simply having actual conversations with customers. AI became my 24/7 research assistant, my analytics guru, my content drafter – but I was the editor, the relationship-builder, the closer. The heavy lifting of data crunching and initial outreach templates was handled, and I could focus on listening to clients and crafting solutions.
The impact on my results was undeniable. By leveraging AI tools (like LinkedIn Sales Navigator insights and our internal AI systems) I was able to identify new opportunities faster than my competition. In one fiscal year, my team and I generated over $1 billion in revenue – a milestone I could hardly imagine back in my cold-calling days. In fact, embracing an AI-assisted, modern approach helped me become the #1 social seller in a company as large as Microsoft. But let me highlight something crucial: it wasn’t just because of the technology. It was because we used the technology to amplify the human element, not replace it. That’s the secret sauce. Every time I walk into a client meeting armed with AI-driven insights, my goal is not to wow them with data – it’s to show them I understand their needs and I’m here to help. The AI simply helps me do my homework better; the relationship and trust I build is 100% real and human.
These tools don’t replace you — they amplify you. At the end of the day, sales is still about people. AI can crunch numbers and suggest actions, but it’s your job to deliver empathy, creativity, and authenticity.
I often tell my team, imagine you’re a superhero. AI is like an exoskeleton that makes you stronger and faster – but your heart and mind are still in charge of the mission. When you view it that way, you stop fearing the tool and start appreciating what it can do for you. I personally moved from skepticism to advocacy. Now, I’m the one encouraging other sales folks: try this out, it can save you time, it can make your outreach smarter. But I also caution them: don’t you dare hit send on that AI-written email until you’ve made it sound like you.* Authenticity isn’t negotiable.
Building Your Brand and Relationships in a Digital WorldAdapting to new technology was only part of the equation. Another huge leap in my career came from mastering social selling and personal branding. In a connected world, people don’t just buy products – they buy people. Your online presence can open or shut doors long before you ever speak to a prospect. Once I realized this, I went all-in on building a platform and a reputation that would make me impossible to ignore.
Let me take you back a few years: I was an unknown in the tech industry. I didn’t have an Ivy League MBA, I wasn’t a prodigy groomed for leadership, and I certainly wasn’t handed any free passes. How does a self-described underdog go from that starting point to leading major sales deals at Microsoft? By creating visibility and value through modern platforms. I started sharing my insights and stories on LinkedIn – not because anyone asked me to, but because I had experiences and lessons I knew could help others. I wrote about wins and failures, about deals and personal development, about the grind and the glory. I initiated conversations with industry leaders and chimed in on discussions that mattered to my customers. Essentially, I created a presence where previously there was none.
It wasn’t easy at first. I remember hosting my own little webinars and writing homegrown newsletters when virtually nobody was watching. I’d invite executives, partners, anyone who might find value. Sometimes only a handful of people showed up. Often, my posts would get only a few reactions. It would have been easy to quit, to conclude “this isn’t worth it.” But I kept at it, week after week, month after month, because I believed in the mission of helping others and building relationships. Slowly but surely, momentum built. A comment turned into a conversation, which turned into a coffee meeting, which turned into a multimillion-dollar deal. One introduction on LinkedIn snowballed into a network of hundreds of decision-makers. By sharing my voice, I inadvertently positioned myself as a trusted advisor in my space – someone who had ideas and solutions, not just something to sell.
That’s the power of social selling combined with authenticity. I wasn’t posting polished PR fluff; I was telling real stories from the trenches. I talked about times I failed and what I learned. I celebrated others’ successes more than my own. I made sure every piece of content had a purpose – either to inspire, educate, or solve a problem – never to just boast. Over time, people started to reach out to me. “I see how you’re doing things differently – can we chat?” They called me a “unicorn” – a quota-carrying sales leader who was also building a personal brand and helping others, which was (at the time) rare. Opportunities started knocking. I got invited to speak on podcasts, then to host my own. I met mentors, peers, even future hires through the content I was putting out. In short, by the time a prospective client was in a meeting with me, they often already knew who I was and what I stood for. That kind of trust and credibility is priceless in sales – and it came from daring to put myself out there and share real value publicly.
If you’re reading this and wondering whether you should bother posting on LinkedIn, or writing that article, or commenting on that industry discussion – let me assure you, it’s worth it. Personal branding isn’t just a buzzword; it’s how you scale yourself. It’s how you become more than just a name in someone’s Rolodex. It’s how you attract career opportunities and client inquiries that you didn’t even know were out there. In my case, writing a book and sharing content online literally changed the trajectory of my career – it got me noticed by leaders who opened doors I didn’t even know existed.
And here’s the beautiful synergy: the more I leveraged digital tools like LinkedIn to build relationships, the more effective my use of AI became, and vice versa. For example, I would post an article about a hot industry trend, and then use AI analytics to see which executives engaged with it – those insights became new leads for genuine conversations. The AI would help identify who in my network was showing interest, and my human side would then reach out with a friendly note: “Hey, thanks for commenting on my post – how’s your team approaching that challenge?” Many of those chats turned into trust-filled business relationships. It’s a one-two punch of modern selling: establish yourself as a trusted voice, and use technology to listen at scale.
Leadership in the Age of Innovation and EmpathyClimbing the ranks from front-line seller to sales leader taught me a crucial lesson: great sales leadership isn’t about managing numbers, it’s about inspiring people. And in an age of constant innovation, leading effectively means guiding your team through change with vision and empathy. As a leader, I’ve made it a priority to create a culture where experimentation is encouraged and failing forward is accepted. Why? Because if my team fears change or fears making mistakes, they’ll resist new ideas like using AI or leveraging social media. I openly share my own learning journey – how I fumbled the first time I tried something new, but kept going. When my team saw me, their leader, actively learning a new sales tech or vulnerably admitting that I didn’t have all the answers, it gave them permission to do the same.
In today’s environment, a leader must wear two hats: the innovator’s hat and the coach’s hat. With the innovator’s hat, you’re scanning the horizon for anything that could give your people an edge – new tools, new strategies, emerging market shifts. You’re not just reacting to the future, you’re preparing for it. With the coach’s hat, you’re focused on the timeless fundamentals – listening, advising, motivating, and sometimes giving tough love. Let me give an example: when AI tools started rolling out to our org, I didn’t mandate their use from on high and measure compliance. Instead, I sat down with my team and said, “Let’s play with this. How can it make your day easier? What problems could it solve for us?” We held hackathons and friendly competitions to see who could get the coolest result from our sales AI assistant. It turned learning into a game rather than a chore. And for those who were hesitant, I paired them with early adopters as buddies. Bit by bit, the fear gave way to curiosity, and curiosity led to mastery.
But leadership today also means keeping it real. All the high-tech tools in the world don’t mean a thing if your team doesn’t trust you or if they’re burnt out. I’ve never forgotten that under the quotas and dashboards, we’re all human beings with hopes, fears, and dreams. I make it a point to know my team members’ individual goals – not just their sales targets, but their career aspirations and what motivates them personally. That knowledge lets me align new initiatives (like learning a new AI platform) with what they care about. For instance, if I know someone on my team wants to rise in the organization, I might encourage them to take point as the “AI champion” for our group, giving them a chance to shine and grow their leadership skills. Another rep might be passionate about social causes, so I show them how building a personal brand can amplify the causes they care about while also helping their sales career. It’s all about connecting the new task or tool to an individual’s “why”.
And yes, authenticity plays a huge role in leadership, just as it does in selling. Gone are the days of the untouchable, always-perfect boss. I’ve shared stories of my own struggles openly – like the time early in my management career when I blew it with a major client through sheer overconfidence, and what I learned from that failure. I’ve written on LinkedIn about battling impostor syndrome and overcoming personal hardships. Far from diminishing my credibility, these admissions have strengthened it. My team knows that when I say “I’ve got your back,” I mean it, because I know what it’s like to stumble and get back up. Leadership with empathy and authenticity creates loyalty and trust – and trust, whether with your team or your customers, is the bedrock of any enduring success.
From Underdog to Sales Leader – Key Lessons LearnedSo, how can you take all of this – the technology, the branding, the leadership approach – and apply it to your own journey starting today? I want to boil down some of the most impactful lessons and strategies that you can put into action right now. These are the principles that took me from a cold-calling underdog to a modern sales leader, and they can help you accelerate your own path:
Embrace New Tools, But Keep Your Voice: Don’t shy away from AI, CRM updates, or other tech innovations that can make you more effective. Do leverage AI to research prospects faster or draft outreach messages, but always infuse your personal touch before hitting send. Your genuine perspective and care are irreplaceable – use tech to enhance, not erase, that uniqueness.Be Consistently Curious and Adaptable: Treat every change as an opportunity to grow. Whether it’s a new market trend, a new sales methodology, or a shift in customer behavior, approach it with curiosity. Ask questions, seek training, experiment. The sellers who thrive are the ones who learn faster than the competition. Make “lifelong learner” your identity.Build Relationships Before You Need Them: In the digital age, your network is your net worth. Connect with people in your industry, engage with their content, offer help without immediate expectation of return. By the time you’re in a business negotiation or need a favor, it’s those authentic relationships forged over time that will set you apart. (I can’t tell you how many deals were won because a prospect already felt like they knew and trusted me from our online interactions.)Invest in Your Personal Brand: Take control of your narrative. Share your journey, insights, and successes in your own voice. Whether it’s writing an article, posting a video, or simply commenting thoughtfully on others’ posts – put yourself out there. Consistency is key; showing up regularly will keep you on your network’s radar. Over time, you’ll become the go-to person in your domain, and opportunities (jobs, clients, partnerships) will start coming to you.Lead with Empathy and Purpose: Whether or not you have a formal leadership title, lead by example. Demonstrate the behaviors and values you wish others would emulate. Help colleagues embrace new tools, mentor someone less experienced, share knowledge openly. When you lift others up and lead with a servant mindset, you become magnetic. People want to work with and buy from those who genuinely care. Plus, empathy will give you insights into your customers and team that no amount of data can provide.Stay Resilient and Resourceful: There will be setbacks – a deal gone sour, a post that gets no engagement, a quarter where nothing seems to go right. Trust me, I’ve lived through them. Use setbacks as fuel. If one approach fails, treat it as data and adjust. Maybe that big client said no – how can you leverage your network to get a warm introduction elsewhere? Maybe your team missed target – what new strategy or coaching can you deploy? No one is coming to hand you success; you have to navigate through challenges with grit. The good news is, every challenge overcome builds your confidence and capability.Keep Your Customer at the Center: Amidst all this talk of AI, personal branding, and strategy, never forget: at the end of the day, it’s about solving problems for your customer. Use every tool in your toolkit to understand their needs at a deep level. Show up for them. Listen more than you speak. When a customer senses that you truly have their best interest at heart – that you’re not just there to make a sale, but to make a difference for them – an incredible thing happens: you stop being just a vendor and become a trusted partner. And that’s when sales (and leadership) transcends transactions and turns into long-term relationships.Embracing the Future with HeartAs I wrap up this chapter of my story, I want you to remember one thing above all: the future of sales belongs to those who blend innovation with authenticity. I’ve shared how adapting to new technologies like AI and building a personal brand transformed my career, but I want to emphasize that none of it came at the expense of being human. In fact, it made being human more important than ever. By adapting and learning, I gained new superpowers – but by staying true to my values, I ensured those powers were used to genuinely connect and help others.
Looking back, the underdog kid from Missouri who started in a call center could never have imagined using algorithms and global networks to win deals. Yet, here I am – and if I could do it, so can you. My journey is proof that you can honor timeless principles – like trust, integrity, hard work – while also reinventing yourself and your approach for a new era. It’s not an either/or choice; embracing change and staying authentic is a both/and superpower.
The road ahead for all of us in the professional world will feature even more new tools and unexpected twists. You might be reading about some new AI breakthrough or platform every other week and thinking, “How do I keep up?” The answer: by staying grounded in what makes you you (your unique perspective, your story, your passion to serve) and being fearless in acquiring new skills. When you marry those two – your authentic self and a mindset of continuous adaptation – you become unstoppable.
I encourage you to take a look at your own career and ask: Am I adapting fast enough? Am I leveraging the incredible tools at my disposal and also investing in the relationships around me? Am I stepping out of my comfort zone regularly to learn something new? If not, make today that turning point. Start that passion project. Learn that new platform. Reach out to that mentor. Post that insight that’s been on your mind. The best salespeople and leaders I know are not the ones who never fear change – they’re the ones who feel that fear and move forward anyway, determined to lead the pack.
Every day, you have a choice to make: cling to what’s comfortable, or push yourself toward what’s possible. I chose the latter, and it made all the difference. My wish for you is that you choose to adapt and thrive, to lead with both head and heart, and to write your own extraordinary success story in this exciting new chapter of our professional world.
Now go make yourself impossible to ignore – I’ll be cheering you on from the sidelines, every step of the way.
#AI #Sales #Leadership #SocialSelling #PersonalBranding #Authenticity #CareerGrowth #ModernSelling #Motivation
April 25, 2025
Mastering Leadership in the Eye of the Storm: How Trust, Transparency, and Humanity Fuel High-Performance Teams
True leadership isn’t about control, perfection, or fear of change — it’s about building trust, empowering people, embracing disruption, and becoming the kind of leader who thrives no matter what storms come.
Recently, I had the honor of joining Marc Ashworth on the Cyber Executive Podcast, and it was a conversation that forced me to slow down, reflect, and dig deep on leadership, motivation, setbacks, communication, AI, and where we’re all headed.
I want to unpack some of what we discussed — because these lessons aren’t just talking points. They’re the blueprint that has shaped my leadership journey and helped me build high-performing teams, resilient partnerships, and a career that has stood the test of time, change, and challenge.
Leadership is Not About Control — It’s About TrustWhen you’re leading a team — whether it’s two people or two hundred — your #1 responsibility is to build a foundation of trust and transparency.
When I take on a new team or new team members, the first thing I do isn’t to lecture them on quotas or KPIs. I listen. I survey them. I ask:
What motivates you?What are your goals?What gets you excited to come to work?Because here’s the reality: your title doesn’t define your value to a team — your strengths, passions, and unique talents do. Great leadership isn’t about barking orders; it’s about clearing obstacles and creating opportunities. It’s about empowering people to do what they do best.
If you build that trust early, when storms inevitably come, your team won’t scatter. They’ll row together.
Communication Wins ChampionshipsOne of the biggest mistakes leaders make — and I’ve made it too early in my career — is reacting emotionally instead of communicating intentionally.
Delivering bad news? You have to rip the Band-Aid off. Be honest. Be human. Allow people the space to feel what they feel. Leadership isn’t about quelling emotion — it’s about navigating it with empathy and clarity.
Whether it’s layoffs, reassignments, missed goals, or market shifts, your team will never resent you for honesty delivered with respect. But they will resent silence, vagueness, or fake optimism.
In every tough conversation, I remind myself: breathe humanity into the dialogue. It’s not about me feeling uncomfortable delivering the news. It’s about respecting the human being on the other side.
You Are Not the Hero — You Are the Hero-MakerA turning point in my leadership journey was realizing:
It’s not about being the hero. It’s about making others the hero.
That means putting your ego aside. That means investing in your team’s wins, promotions, and visibility even more than your own. That means building a “destination team” — a place where people know they’ll be supported, developed, and launched into the next great chapter of their careers.
If you sit with people in the storm, they’ll walk with you in the sun.
Change Paths, Reinvent Yourself, Master Your CraftFor anyone thinking about changing careers, going back to school, or pivoting directions: Do it intentionally.
Every meaningful move I’ve made was because of relationships and reputation. Never lose sight of:
Your unique superpowers — what you do better than anyone else.Your relationships — who you serve, how you show up, and the bridges you build.Your craft — staying sharp, evolving, and adapting to new realities like AI.Don’t waste time trying to shore up every weakness. Double down on your strengths. That’s how you become invaluable and irreplaceable, no matter how much the world changes.
On AI, Fear, and the FutureI’ll say this bluntly: I’m tired of hearing fear-mongering about AI replacing people.
Is AI changing the game? Absolutely. And that’s a beautiful thing. It’s unlocking healthcare breakthroughs, transforming customer experiences, predicting threats before they happen.
But it doesn’t eliminate you — your heart, your leadership, your human intuition.
The winners of the future won’t be those who resist change. They’ll be those who embrace AI to become exponentially more impactful — better listeners, faster researchers, sharper strategists.
If you want to future-proof your career: be invaluable to the people you serve.
My Advice to Leaders (New and Seasoned)Take care of your sphere: Your customers, your team, your leadership chain.Create trust before you need it: Earn loyalty before crises hit.Invest in people’s success stories, not just your own.Communicate relentlessly, consistently, and humanly.Adapt your process to meet the changing world, but never lose your heart for people.Leadership is not about perfection. It’s about intention, consistency, and humanity.
That’s what creates unshakable teams, unbeatable resilience, and unforgettable careers.
If this resonates with you, I’d love to hear what lessons you would add. What’s the greatest leadership lesson you’ve ever learned? Drop it in the comments! Let’s learn from each other.
#Leadership #Trust #CareerGrowth #AI #Resilience #Communication #TeamBuilding #CareerAdvice #CyberExecutive
April 24, 2025
Why Every Employee Needs a Performance Plan — Even Your Top Seller (And Other Truths About Sales Leadership, Private Equity, and the Future of Work)
If you’re not talking to your team about how they’re going to hit their number — and how they’re evolving in the process — you’re already behind.
We recently sat down with JD Miller, a 6-for-6 private equity-backed CRO, advisor, and author of The CRO’s Guide to Winning in Private Equity, for one of the most eye-opening episodes of Mastering Modern Selling yet.
We covered everything from PE strategy to AI, but the boldest take was this:
“Every employee should be on a performance improvement plan — not as punishment, but as a path to growth.” – JD Miller
Let that sink in. Performance improvement has a stigma in most orgs. We think it’s what happens right before someone’s shown the door. JD and I agree: it’s time to flip the script.
This isn’t about managing people out. It’s about leveling people up.

JD got fired once — with zero warning.
“I thought I was doing great. Then HR pulled me in and said, ‘No one else thinks you are.’ I was shocked. But looking back, they were right about some things — and I had no idea.”
That moment changed how he thinks about feedback, growth, and leadership. And it should change how you think about performance plans.
Most companies wait until it’s too late to have hard conversations. By then, it’s HR paperwork.
But what if every employee had a quarterly growth conversation — where they discussed what’s working, what’s not, and how they’re building toward the next level?
“A great PIP is a career development plan — not a firing roadmap.”

JD’s worked inside six successful exits — and now advises PE-backed companies on how to scale sales and marketing.
What separates winners from wannabes?
“You need a real plan. Not just a number you signed up for at the board meeting.”
Every CRO should be breaking down their growth targets into:




Too many leaders are flying blind, hoping the number magically happens.

“The future belongs to the people who get comfortable being uncomfortable.”
Sales reps used to get grace. “Tell me about your problems,” was a valid opening.
Today? You’d better show up with insight and a POV. With AI, every call is transcribed. Every missed MEDDICC qualification is flagged.
Top reps (and leaders) are using AI to:
Analyze calls for coaching opportunitiesRefine messaging based on buyer signalsPredict churn and optimize renewalsSummarize meetings, draft emails, and prep proposalsIf you’re not using these tools to improve yourself daily, you’re falling behind.

Implement Quarterly Performance Plans for Everyone Frame them as growth journeys, not warnings.
Get Real About Your Annual Plan Break it down into inputs: logos, upsell, churn, etc. Then reverse-engineer the activity.
Embrace AI for Coaching Use AI to review sales conversations and identify gaps in qualification or messaging.
Align Sales & Marketing Around a Single Equation Work backwards from revenue goals to define how many opportunities, meetings, and touches are needed — together.
Make Your Team a Destination Survey your people. Build a feedback loop. Show them they matter.
“We should all be trying to be the person we promised to be on interview day.”

You can’t afford to run a team where 10% of the reps do 90% of the work. And you sure can’t afford to wait until someone’s underperforming to help them grow.
Every person. Every quarter. One plan. One path forward.
Let’s rebrand “PIP” into what it should be:
Progress. In. Practice.
And let’s make growth the default — not the exception.
Grab JD’s book: The CRO’s Guide to Winning in Private Equity
More insights at: jdmillerphd.com
April 23, 2025
❓ What’s the career advice you followed that turned out to be completely wrong—but you didn’t realize it until years later?
I’ll go first.
“Just keep your head down and work hard. You’ll be rewarded.”
That one haunted me for years. I believed it. I lived it. And then one day, despite delivering big, I got nothing.
Don’t get me wrong: I believe in hard work and keeping your head down. But it does not guarantee anything.
No recognition. No promotion. Not even acknowledgment.
In fact, I was punished.
I missed goal one year because I returned from paternity leave early, closed 11 deals, but had my biggest account taken away without cause… and another deal I landed wasn’t even credited to me.
I had a performance grade of “insufficient results” despite growing the territory by 20%, delivering the best results in years, and winning the largest deal in our channel.
I was told by mentors and former managers to go to HR… and it led to nothing.
So I stopped keeping my head down.
I stopped hoping others would do the right thing.
And I started taking complete ownership of my outcomes, reputation, and relationships.

That became my mantra.
It was the anthem I blasted in the shower before getting emotionally gutted on a call… only to have to bring high energy into the next one.
It reminded me of the truth: You can do everything right and it can still go wrong. But the show must go on.
Here’s what I learned the hard way—what I want you to take to heart today:

Being great doesn’t guarantee recognition. Sometimes it puts a target on your back. But keep being great anyway.
Nobody is coming to save you. You have to be your own biggest advocate, storyteller, and campaign manager.
Reputation, relationships, and resourcefulness > anything else. My billion-dollar career didn’t come from technical acumen. It came from showing up, connecting, creating community, and going way beyond the job description.
If they won’t give you a seat at the table, build your own. I built my brand during unemployment. I created newsletters, events, and movements before anyone handed me a platform. Nobody gave it to me. I built it.
Being counted out is your invitation to level up. Every promotion, every award, every record-setting moment came after a “no,” a dismissal, a door slammed in my face.






If you’ve ever been passed over. Misunderstood. Burned out. Counted out. Told to stay in your lane. Told to wait your turn.
I see you.
This is your sign to rewrite the rules.
Create your own momentum.
Start your own movement.
The advice that failed you doesn’t have to define you.
The next chapter? That’s up to you.
Drop the worst career advice you ever got that you unlearned later in life. Let’s help each other grow.
#CareerGrowth #Reinvention #SalesLeadership #OvercomingAdversity #LinkedInVoices #LeadershipLessons #BuildYourBrand #TheShowMustGoOn #UnderdogEnergy
April 22, 2025
Let Go to Level Up: The Hidden Power of Surrendering Control in Leadership and Life
There’s a strange freedom that comes with letting go—of expectations, of control, of being the person everyone thinks you are supposed to be.
For most of my life, I’ve been the guy who could will things into existence. I’ve relied on grit, drive, execution. I’ve wrestled impossible quotas to the ground, landed a multitude of 9- and 8- and 7-figure deals, and reinvented my career more times than I can count.
But lately, I’ve had a quiet reckoning with a truth I didn’t want to face: not everything can be controlled. And more importantly, not everything should be.
I built my career on owning every inch of every outcome. Every sales board, every pipeline gap, every customer conversation—I’d over-prepare, over-deliver, and push through even when it felt like there was nothing left in the tank. I micromanaged the chaos. I scheduled every waking moment to keep the demons at bay. And it worked—for a long, long, long time. We’re talking it worked 25+ years. It worked until the day it didn’t.
There was a season not long ago where I found myself slowly unraveling—physically, mentally, emotionally. The pace I’d prided myself on became unsustainable. I was breaking down, but didn’t want to admit it. Because I was the guy who always had the answer. The guy who could rally everyone, close the deal, inspire the team, take the call, record the podcast, write the article, win the meeting, and still make it home in time to be Superdad. The truth? I was silently burning out in slow motion.
What I’ve realized is this: control is often a mirage. And the tighter you grip something—your plan, your identity, your status, your perfect outcome—the more brittle it becomes. The real power, I’ve learned, is in surrendering what no longer serves you and focusing your energy on the few things that do.
Letting go isn’t weakness. It’s wisdom.
I had to let go of the idea that I had to be “always on.” I had to stop treating my calendar like a battlefield and start protecting white space like it was oxygen. I stopped needing to be the loudest voice in the room. I started trusting my team more—really trusting, not just delegating tasks but empowering ownership. I leaned harder into mentorship and collaboration, and less into micromanagement or forcing the play. I stepped out of meetings I didn’t need to be in. I gave up inbox zero. And here’s the kicker: everything got better. I got more creative. My team got stronger. My impact grew.
Sometimes the best leadership move is subtraction. Not adding more to your plate, but cutting away the things that distract you from your zone of genius. Not needing to fix everything or be everywhere, but trusting that what’s meant to come together will—if you’ve laid the right foundation and surround yourself with the right people.
The best performers I know? They’re not doing more. They’re doing less—better. They’ve learned the art of strategic neglect. They don’t obsess over every task, every metric, every meeting. They obsess over meaning. Over what actually moves the needle. And they’re deeply intentional about how they spend their time, energy, and attention.
Letting go gave me space to think again. To breathe. To listen more than I spoke. To prioritize health—mental, emotional, spiritual. To say no without guilt and yes with clarity. It gave me the margin to be more present with my family, more innovative in my work, and more me than I’ve been in a long time.
Look—I’m still that guy who obsesses over execution and strives for excellence. That hasn’t changed. But I’ve learned that greatness isn’t about how tight you hold the wheel. It’s about knowing when to drive and when to release. When to press forward, and when to trust the process.
To anyone else out there trying to juggle all the roles, meet all the expectations, hold it all together—I see you. I’ve been you. And I can tell you with certainty: you don’t have to control everything to succeed. In fact, you’ll soar higher when you stop trying.
So here’s to the leaders who are learning to let go—not because they’re giving up, but because they’re growing up.
Let go of the noise. Let go of the illusion of control. Let go of who you were.
And make room for who you’re becoming.
#Leadership #MindsetShift #EmotionalIntelligence #CareerGrowth #PersonalDevelopment #LettingGo #SelfAwareness #HighPerformance #WorkLifeBalance