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Building rock-solid Account Plans that drive sales strategy

Sales Today

Release Date: 05/01/2025

Tech in Sales: Creating the right solutions show art Tech in Sales: Creating the right solutions

Sales Today

In this fourth episode of the Sales Today podcast miniseries, sales tech expert Hanneke Vogels joins Fred Copestake to explore the future of proposals, presentations, and how we bring solutions to life for buyers.   Hanneke kicks things off with a strong rallying cry - “Death to the PDF!” - challenging the outdated way many salespeople still share proposals.   She explains how today’s proposal tools and digital sales rooms allow sellers to create interactive, trackable micro-sites that not only look better but also provide rich data on buyer engagement.   From...

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Tech in Sales: Having the right conversations show art Tech in Sales: Having the right conversations

Sales Today

In this third episode of the Sales Today podcast miniseries, sales tech expert Hanneke Vogels shifts the focus to how technology can elevate the right conversations with prospects and customers.   From virtual calls to face-to-face meetings, the discussion centres on using tech to prepare more intentionally, uncover fresh angles, and deliver conversations that help buyers think in new ways.   Hanneke highlights the often-overlooked art of meeting preparation - knowing your objective, anticipating the customer’s goals, and having well-crafted questions ready.   She...

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Tech in Sales: Doing the right research show art Tech in Sales: Doing the right research

Sales Today

In this second episode of the Sales Today podcast miniseries, Fred Copestake continues his conversation with sales tech expert Hanneke Vogels - this time addressing how modern technology can transform your research process before engaging with prospects.   The focus is on understanding who you’re talking to, what they care about, and how to personalise outreach in meaningful ways using tools already at your fingertips.   From mapping complex Decision Making Units (DMUs) to exploring individual communication styles with DISC-based AI profiling, this episode highlights how tech...

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Tech in Sales: Finding the right opportunities show art Tech in Sales: Finding the right opportunities

Sales Today

Modern technology is reshaping how sales teams identify and qualify opportunities.   In this conversation, Fred Copestake speaks with sales tech expert Hanneke Vogels to explore how tools like HubSpot’s Breeze and other sales intelligence platforms can help define and refine your Ideal Customer Profile (ICP).   They examine how existing customer data can reveal key patterns and shared traits, enabling teams to pinpoint lookalike companies and prioritise outreach more effectively.   There's also a focus on how AI can support deeper customer understanding, allowing...

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Developing and using Partnering Skills - Procurement Special show art Developing and using Partnering Skills - Procurement Special

Sales Today

This episode is a live recording of Fred Copestake’s show for the Alchemie Network, where he dives deeper into what makes true collaboration between sales and procurement work. Picking up from the last session on the evolution of sales, Fred explores selling through partnering skills – a practical approach to creating better, more productive relationships. With his usual energy, hard-won experience, and a few lighthearted moments, Fred unpacks six key elements of PQ (Partnering Intelligence) – the lesser-known but equally vital cousin of IQ and EQ. In this episode, you’ll...

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Sales Today Rewind – 15 Essentials For Your Sales Process show art Sales Today Rewind – 15 Essentials For Your Sales Process

Sales Today

Too many sellers treat sales like a checklist. It’s not.   Sales is a system - and when every part is strong, the whole thing works better.   In this special recap episode, we take a step back to zoom out and review the 15 core skills, tools, and mindsets covered so far on Sales Today.   Whether you're new to the series or have been with us since episode one, this is your chance to assess, reflect, and reset your approach to modern ethical selling.   What’s Covered:   • The 15 essential skills for modern B2B selling • Why sales isn’t just a series...

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Becoming world-class at Relationship Building show art Becoming world-class at Relationship Building

Sales Today

Too many sellers think being friendly is enough. It isn’t. If the customer only hears from you when it’s renewal time or when there’s something new to flog, you’re not a partner - you’re a vendor.   And vendors are easy to replace.   In this episode, the focus is on what it really takes to build genuine, lasting relationships in complex B2B sales.   Relationships that win repeat business, reduce price pressure, and create referral engines that power long-term success.   What’s Covered   ·        Why most...

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Running better Reviews - Think value, not vanity metrics show art Running better Reviews - Think value, not vanity metrics

Sales Today

QBRs are broken- here’s how to fix them.   In this episode, we challenge the traditional Quarterly Business Review and introduce a smarter alternative: the Quarterly Value Review.   If your customer reviews are little more than status updates and activity reports, you’re missing a huge opportunity to demonstrate value and grow the relationship.   You’ll learn:   • Why QBRs often fail to deliver strategic value - and how to fix that • The 5-part framework for running high-impact QVRs that drive renewals and upsells • How to shift the focus from tasks...

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Focusing on Outcomes, not just offerings show art Focusing on Outcomes, not just offerings

Sales Today

  Customers don’t care about what your product is - they care about what it does.   In this episode, we explore a fundamental shift in sales thinking: moving from product-based conversations to outcome-focused dialogue.   When you stop pitching features and start communicating results, you change how customers see your value.   You’ll learn:   Why outcome-based selling leads to faster, more confident buying decisions The three core types of outcomes that matter to buyers: financial, operational, and strategic How to align your entire sales process...

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Mastering Storytelling (and making your customer the hero) show art Mastering Storytelling (and making your customer the hero)

Sales Today

Sales success doesn’t come from bombarding prospects with features, facts, or figures.   What truly sticks are stories - stories that show a better future and invite your customer to see themselves in it.   This episode explores how to use storytelling as a powerful sales tool by borrowing from one of the oldest and most effective narrative structures: the Hero’s Journey.   Discover how to turn dry case studies into compelling customer-first stories that feel real and memorable.   Learn the four-part structure that positions your buyer as the hero and you as...

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More Episodes

Can strategic account planning be the missing piece in your sales success puzzle?

 

This episode of the Sales Today podcast pulls back the curtain on what it really takes to move from scattershot selling to a focused, strategic approach that drives results.

 

Account plans often get dismissed as corporate red tape - but when used right, they’re your GPS for navigating complex deals with confidence.

 

Discover how a well-crafted account plan becomes more than a static document - it turns into a powerful ally that fuels every move you make.

 

Find out why most plans fall flat, and uncover the six pillars that set the foundation for a winning strategy - starting with setting SMART goals that are Specific, Measurable, Achievable, Relevant, and Time-bound.

 

Gain the tools to map your stakeholder ecosystem, understand influence and power dynamics, and ensure you're always one step ahead in high-stakes conversations.

 

Whether wrestling with clunky templates or feeling directionless in your sales efforts, this episode delivers actionable strategies to sharpen your planning, deepen your impact, and close more deals - ethically and effectively.

 

Tune in and start turning your account plans into serious sales assets.

  

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Watch this episode on YouTube

https://youtu.be/tZF9W_bbw7Q