Building Relationships and Delivering Value as a Key Account Manager, Ep #501
Release Date: 04/08/2026
How to Win at Prospecting, Ep #519
Sales Reinvented
Sales prospecting and lead generation are the lifeblood of any thriving sales career—but they’re also some of the most misunderstood and mismanaged aspects of the job. Carole Mahoney, Darryl Praill, and Tim Hughes share insights that challenge traditional mindsets and equip listeners to approach prospecting with precision, empathy, and creativity. We explore the necessity of ongoing learning, time-blocking for prospecting, and seeking support from peers. My experts also discuss the risks of overvaluing a single champion in the sales cycle and the power of humanized content to...
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Building Connections that Convert, Ep #518
Sales Reinvented
We’re digging deep into the essentials of prospecting and lead generation with guests Brynne Tillman, Jeff Bajorek, and Caryn Kopp this week. They share their top actionable do's and don'ts, revealing prospecting strategies that they have found to work. You’ll hear real-world success stories—from making warm connections on LinkedIn to the power of consistent, quality touchpoints and the importance of solving your client’s real challenges, not just following the standard playbook. Outline of This Episode [05:53] Challenges of prospecting and leads [07:09] Taking...
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Unlocking the Science of Prospecting, Ep #517
Sales Reinvented
This episode of Sales Reinvented dives deep into the essential do’s and don’ts of prospecting and lead generation with advice from three industry trailblazers. I host Bill McCormick, Mary Grothe, and Tony Hughes to help you transform cold outreach into meaningful connections and qualified leads. You'll hear their top do's and don'ts for successful lead generation, compelling real-world sales stories, and get their lessons learned from overcoming challenges in the field. Outline of This Episode [01:49] Nurture prospects on LinkedIn by providing value and insight...
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Spinning Sales Gold—Why Stories Sell, Ep #516
Sales Reinvented
Today’s “Best Of” episode brings together top minds in storytelling for sales success. In this episode, you'll hear practical do’s and don’ts from Philip Humm, Doug Keeley, and Patti Pokorchak, who share how to craft stories that engage, connect, and create real value for clients. Whether it’s making your customer the hero, keeping stories concise and relevant, or demonstrating the undeniable power of value-driven storytelling, this episode is packed with actionable insights to elevate your sales conversations and results. Get ready to be inspired by compelling examples and...
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How to Captivate Customers, Ep #515
Sales Reinvented
Storytelling isn’t just a buzzword in the world of sales, it’s a transformative tool that can turn mundane pitches into memorable, persuasive conversations. This week, I bring together industry experts Mark Smyth, Kristie Jones, and Park Howell to share their top storytelling do’s and don’ts for sales professionals. Whether you struggle to keep your stories concise, want to captivate your audience, or wonder how to make your data more compelling, this episode will give you actionable advice and inspiring real-world examples. Outline of This Episode [01:40] Guide the...
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Don’t Just Tell—Engage, Listen, and Share Stories that Stick, Ep #514
Sales Reinvented
Sales isn't just about products, features, or numbers, it's all about forging genuine human connections. The best way to do this is by mastering the craft of storytelling. In this episode, I speak to some phenomenal sales experts, Mike Adams, John Livesay, and Kyle Gray, who share their favorite storytelling do’s and don’ts, and their personal strategies for winning business and building trust. Listen in as they share their wisdom and practical tips to help you refine your own sales storytelling. Outline of This Episode [00:00] Importance of knowing what a story is and isn't...
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Mastering Sales Storytelling, Ep #513
Sales Reinvented
This week, my three expert guests, Mary Jane Copps, Paul Smith, and Roy Furr, cover everything from injecting humor and vulnerability into your stories to crafting narratives that move prospects closer to a sale. They discuss the importance of using stories with purpose: tailoring them to your audience, keeping them concise, and ensuring they support your sales process. They also share their thoughts on the dangers of boastfulness, going off topic, or using stories without a clear connection to your sales goals. Tune in for practical advice, real-world examples, and memorable lessons to help...
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Mastering Referral Selling: Strategies, Stories, and Lessons from the Pros, Ep #512
Sales Reinvented
Referral selling remains a game-changer in modern sales, not just for filling pipelines with high-quality leads, but for building lasting business relationships rooted in trust. My guests, Stacey Brown Randall, Steve Hall, and Dr. Ivan Misner shared their most impactful referral selling strategies, missteps to avoid, and stories that deliver invaluable lessons for any sales professional looking to maximize their impact through referrals. The lessons shared in this episode will help you elevate your referral selling game to new heights. Outline of This Episode [01:04] Identify and revisit...
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How to Build Powerful Referral Networks, Ep #511
Sales Reinvented
Referrals are the lifeblood of high-performing sales organizations, yet many teams overlook their full potential. In this Best Of episode of Sales Reinvented, I bring together three dynamic referral selling experts, Steve Benson, Lori Richardson, and Joanne Black, to share actionable strategies, hard-hitting do’s and don’ts, and memorable stories from their own careers. Outline of This Episode [0:00] When to ask for referrals [00:55] Importance of tracking referrals [02:03] Making the referral process fun and personal [05:48] Creating value leads to natural,...
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Referral Rocket Fuel: Real Stories and Unbeatable Tactics from Top Sales Leaders, Ep #510
Sales Reinvented
In this “best of” episode, I’m sharing some golden nuggets from sales trailblazers, Jamie Crosby, Nick Kane, and Liz Heiman. They share the secrets behind scalable, trust-based referral selling to help you ditch haphazard “who do you know?” asks and start building referral systems that deliver. Today’s show is packed with actionable advice on referral selling—the dos, the don’ts, and lessons learned from real-world sales situations. Outline of This Episode [00:41] Jamie Crosby's top three referral selling do's and don'ts [05:12] Importance of organically building...
info_outlineMy guest this week, Josh Curcio, is CRO and partner at Protocol 80, a HubSpot community champion, and experienced strategist for technical B2B companies. We dig into key account management—exploring what differentiates key accounts from regular ones, common mistakes salespeople make when transitioning to account management, and strategies for aligning sales approaches with customers’ business objectives. Josh shares his expertise on stakeholder mapping, the importance of regular check-ins, and actionable tips for building lasting relationships. Tune in for practical advice as he shares how key account managers can avoid the pitfalls of overpromising and how to ensure account plans stay relevant even when plans change.
Outline of This Episode
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[00:00] Lessons and tools for outstanding key account management
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[02:27] Differences in mindset and approach between sales and account management
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[04:26] The importance of stakeholder mapping for successful key account management
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[06:07] Top tools for managing accounts
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[07:51] Importance of using a CRM
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[09:06] How do we make a key account plan a living document?
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[12:37] Building trust and managing expectations
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[15:04] Josh’s real-world new product launch strategy
Mastering Key Account Management
Not all clients or accounts wield the same influence over your business’s trajectory. Key accounts are typically those representing a significant portion of revenue or strategic value. Losing one can deliver a substantial blow, while regular accounts—though important—don’t carry quite the same weight. The challenge for many organizations is clarity: few actually pause to set objective parameters for what constitutes a key account, relying instead on vague impressions. To move forward, businesses must formalize criteria, such as annual revenue thresholds or multi-service engagement, creating a blueprint for strategic focus.
Avoiding Common Account Management Pitfalls
Transitioning from sales to account management demands a shift in mindset. One of the biggest mistakes is only appearing when there’s an agenda to sell. It undermines trust and feels transactional, leaving clients unsupported in their day-to-day operations. Instead, key account managers should prioritize ongoing communication, shaping relationships that transcend the sales cycle. This regular presence builds credibility and ensures clients feel valued, not just targeted.
A robust key account strategy hinges on aligning with the client's business objectives. This starts with scheduled, purposeful meetings, often in the form of Quarterly Business Reviews (QBRs) that dig into overarching goals and challenges. These sessions aren’t just check-ins, they’re opportunities to uncover future objectives and strategize collaborative pathways. The ritual of regular reviews ensures nothing falls off the radar and demonstrates a commitment to shared success.
Tools, Technologies, and Methodologies for Account Managers
Modern key account management relies on leveraging technology to keep relationships alive and plans actionable. Josh recommends three essentials:
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CRM Systems: Platforms like HubSpot consolidate organizational knowledge, contact history, and stakeholder mapping, ensuring continuity if an account manager moves on.
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AI Note Takers: Tools such as Ask Elephant automate meeting documentation, sentiment analysis, and risk detection, feeding insights directly into the CRM.
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Structured Check-ins: Regular, process-driven meetings should be documented and tracked within the CRM so action items and objectives aren’t forgotten.
Growing a Strategic Account
Josh shares a story of a client launching a new product. Rather than simply reallocating existing capacity, he transparently mapped client objectives and recommended increased investment to avoid undermining the main brand, resulting in a larger retainer and a stronger partnership. Listen, communicate honestly, and tie recommendations directly to the client’s ambition. Key account management is not just about maintaining revenue streams—it’s about creating strategic alliances that propel both companies forward.
Resources & People Mentioned
Connect with Josh Curcio
Connect With Paul Watts
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