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    Business

    Selling Intelligence (formerly Selling the Cloud)

    Selling Intelligence is the evolution of Selling the Cloud and designed for revenue leaders who are navigating the AI era.

    Hosted by Mark Petruzzi and Alan Rudolph, the show brings candid conversations with C-suite leaders across sales, marketing, and customer success on how AI is reshaping the way companies grow, sell, and compete.

    From agentic GTM strategies to AI-powered pipeline and revenue execution, each episode focuses on what’s actually working and how leaders are turning intelligence into performance.

    If you’re responsible for growth and trying to lead through the fastest shift in go-to-market we’ve ever seen, this podcast is for you.

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    Copyright: © © 2023 Selling the Cloud

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    Latest Episodes:
    Ep. 97 – Driving Symbiotic Outcomes in High-Stakes Sales with Josh Hoffman - Part 1 Oct 14, 2025
    Show notes

    In this episode of Selling the Cloud, we sit down with Josh Hoffman, a seasoned go-to-market leader who has guided sales transformations at Dell, Avaya, Poly, Datto, and now ControlCase. Known for his “sell-with” philosophy, Josh shares what it really means to drive symbiotic outcomes, where sellers, partners, and customers win together.He unpacks lessons from decades of leading in high-stakes environments, including mergers, market pivots, and rapid scale, and makes the case for consistency, humility, and emotional intelligence in modern sales leadership. From shifting away from zero-sum thinking to building customer-aligned mutual action plans, this episode is a masterclass in outcome-based selling and team-driven success.What You’ll LearnSell-With vs. Sell-To: Why Josh believes the most successful sellers don’t “close deals”, they solve problems alongside the customer.How to Build Mutual Action Plans: Practical ways to bring partners and clients to the same side of the table from day one.The Role of AI in Sales Coaching: How Josh’s teams are using AI for prompt writing, context synthesis, and deal prep, without losing the human element.Coaching Through Change: Why consistency, not charisma, helps teams thrive through high-pressure acquisitions and pivots.From Manufacturing to CRO: Josh’s story of going from putting screws in motherboards at Dell to building global GTM teams, and what shaped him along the way.Key TopicsTransforming sales cultures from transactional to consultativeTeaching sellers to ask better questions, and when to talk lessWhy top sales leaders reduce the distance between themselves and the AECoaching through ambiguity and building career-defining momentsWhy consistent behavior builds trust in times of changeUsing AI to augment, not replace, frontline coaching and prepGuest Spotlight: Josh HoffmanJosh Hoffman is the Chief Revenue Officer at ControlCase and a proven sales leader with over two decades of experience building high-performance teams. With a track record of leading in moments of transformation, Josh is passionate about coaching sellers to exceed what they thought was possible, through shared success, customer obsession, and scalable systems of growth.Resources & MentionsBook: The Qualified Sales Leader by John McMahonBook: FYI: For Your Improvement by Korn FerryCompany: ControlCase (compliance & audit automation)AI Tool Mention: Grammarly, prompt engineeringLeadership Inspiration: Todd Abbott, Mike Jenner, Mark Anderson🎧 Listen now on Apple Podcasts, Spotify, or wherever you get your podcasts.Mark Petruzzi (00:34)Welcome to today's episode of Selling the Cloud podcast. We're excited to welcome Josh Hoffman. Josh has built his career leading sales and go-to-market strategies at some of the most iconic companies in tech. He started in Dell's early inside sales organization and went on to senior leadership roles at Avaya, Poly and Datto, often stepping in during times of transformation.Along the way, Josh has become known for his self philosophy and his passion for helping people build careers and outcomes they once thought were completely out of reach. At the heart of that philosophy is symbiotic growth. The idea that sellers and customers succeed together. Instead of pushing a deal across the line, Josh frames selling as sitting on the same side of the table with a customer.tackling the problem on the other side and building shared wins that last. We'll cover four themes today. The sell with era that we feel like we're in today, lessons from a career across Dell, Avaya, Poly and Dotto, leading times in a time of change. We certainly have that world amongst us today. And the future of go-to-market in the age of AI and ecosystems.John, us again, welcome to Selling the Cloud.Joshua Hoffman (01:47)Thank you so much for having me here today, Mark. I'm so appreciative of you and the team and all that you've done to help us all grow. And so it's a pleasure to be here.Mark Petruzzi (01:56)Excellent, thanks again. All right, Josh, so you often talk about creating symbiosis in selling. What does a sell with model look like in practice?Joshua Hoffman (02:05)That's a great question. For me, it's about helping people understand that we're not here to pick up a PO. We're not here to get a credit card number. We're here to solve something together. We're here to deliver something that's gonna help all of the organizations be better off. And in a lot of those environments, I've worked in direct sales, I've worked in partner sales, and I've worked in hybrid sales. They all have a slightly different meaning.But when I think about it the most, you described it at the beginning. It's about making sure that all of us that are solving the problem together, we're all on one side of the table. Sales is not combat. Giving somebody a product or a service that they need is helping them be successful. And if we all focus on what that means, if we're all laser focused on the outcome that we're trying to deliver, then we're all in it together. We're all with each other in that.KK Anderson (02:56)could not agree with you more, Josh. And my question is, so how do you help your sellers make that shift from quota-driven, transactional, I need to educate, I want to talk about my product mindset to one where they are the problem solver sitting on the same side of the table. How do you do that?Joshua Hoffman (03:16)Yeah, Kristen, thanks for the question. I appreciate it. There's a couple of things. First of all, I do want sellers to be quota driven. I do want them to be successful. They have goals to meet also. And part of leading a team is making sure that everybody succeeds company, people, internal, external companies that you're working with. And so there is definitely a part of me as a leader of revenue that says that we need to make sure that they are quota driven.But the shift comes when you help people understand that the more that they listen and the more that they ask questions, the better they're going to understand why are they in the room today? ⁓ Why are they a part of this conversation? And if you can get them into that mode where they care in a way that allows them to open themselves up to different possibilities. And I know that's a very EQ set of statements.but you want them to be sitting there thinking that I'm here to help somebody else succeed today. And the way that I phrase it, for example, with partners is if I focus 100 % on your growth, then it's going to work out. If you grow, we grow. If you succeed, we succeed. And getting that mindset to take place.It's a big shift for people, especially people that have come out of a transactional sales environment or have come out of something that's maybe a little bit more cutthroat. I live and breathe this idea that consultative sell with strategies make a difference. they not only build a better business for the client, for us, for the partner, it does help us build a better world. And that might sound a little bit kind of hippie-ish.But the reality is that I do want the world to be better. And if we all work together, it's going to be.KK Anderson (04:56)It reminds me of, you said hippie-ish, I love that, my Austin, keep Austin weird roots, but one of the things, one of the tactics that I've used in my 20 years of sales training has been, as soon as you feel the compulsion to start talking about your product, ask another question.Joshua Hoffman (05:11)That's a really interesting way of phrasing it. know, Kristin, I've had the benefit of seeing the outcome of the good work that you provide and how you help enable other people to get better and grow. And that goes a long way. It's really well put.Mark Petruzzi (05:25)And with both of those examples, we're hitting on things that I hold near and dear to my heart. And we're living in a world that's not really built that way anymore. Everybody kind of looks at things. We look at it in politics, for one, that you have to win. And then you really have to make somebody else lose, too. And that's not the way I look at it.I've always been someone who's used the term win-win and that's something I always want to do. And then it's nothing in what I do, at least in sales. Maybe there are parts of sales that is closer to a zero-sum game. But when you're looking at the value you can bring for clients and the return on investments and the business cases you can build for your clients, that's not zero-sum. You really can look at it from a solution standpoint.and allow that to really hit home and work to your advantage, not against you. So we love stories here at Selling the Cloud. So can you give us an example, a story, where this approach has created an outcome that wouldn't have been possible in a traditional sell-to model or just a mindset of win-lose?Joshua Hoffman (06:36)I have a lot of stories and so I'm going to generalize just a little bit so I don't name names, but I'm going to use an example where there was a partner engaged as well, where we were the provider of the product or service, but there was a partner that had a client that was involved. And the way that things had traditionally operated at this organization is that the sellers were consistently focused on selling to the partners.You've got to buy this. You've got to buy this. And then you got to go sell it. You've got to go figure it out. You need to internalize and ingest all this information and data. And you got to figure out how to go make it happen. And we changed our approach dramatically. One of the first things we did is we actually brought partner salespeople and SEs into our new hire training. And we said, you're part of the team. we're not trying to sell to you.And sure, you might actually be the ones writing the PO for it, but we're in this together. And so we're going to enable you the same way that we enable our people. We're going to speak the same language. We're going to talk about the same benefits. We're going to learn together. We're going to grow together. And as that shift took place and people started to see ⁓ their cohorts that were on the other side of the table before, I'm trying to get a PO from you.Now they're saying, OK, we're on the same side of the table right now. We're in this together. And once we had crossed that chasm, we now had the opportunity to say, you know what? There's another chasm to go across. Now let's get the customer to be a part of this. Let's get the client to be a part of this. Let's put them on the same side of the table with us. And let's take the approach that we're here to deliver an outcome. And we're going to co-strategize. I'm going to use the word co- bunch right now.We're going to co-strategize, we're going to co-create, we're going to co-decide what the solution is. And when we get to the end of the line, we're actually sitting in that mode of getting a PO, getting a check, getting a credit card, whatever it might be, given the different organization. We're not closing a sale. We're solving a problem. And that became a constant driving force.in the approaches that, that candidly I was able to take, but really organizationally that we were able to take, because we're a team. It's not just me. ⁓ Whether it was at Palo Alto networks, whether it was at Avaya, whether it was at Datto, Poly, whether it's here at Control Case, where we view things the same way. We're here to solve a problem. We're here to create an opportunity. We're here to create an outcome together.and having a collaborative environment makes all the difference in the world.KK Anderson (09:08)win together, right? And I know exactly who you were talking about, Josh. And you're right, you get to a point where all of a sudden your customer is calling you and saying, hey, I've got this client call. Can you help me prepare for it? And then you're building pipelines.Joshua Hoffman (09:10)Yeah.That's right.multiple organizations. I've had the chance tell our team, look, go put on their shirt for the day. You don't have to wear a Control K shirt. You don't have to wear a Datto shirt or a Palo Alto Network shirt. Go put on their shirt for the day. You guys are part of a team. And that team mindset, it solves problems so much faster. And that's what we're really here to do. As long as you're working for a company where you believe in the product or the service that you're selling,KK Anderson (09:34)Put on their shirt. I love it.Joshua Hoffman (09:47)and you're not working for something that's trying to gouge people or trying to do something nefarious. I happen to have been fortunate, the companies that I've worked for for my entire career, maybe minus one or two at the early part of my career, we were really trying to solve something important. And it was something that I believed in. That's an important part of that as well. You've got to and I tell this to people all the time, you got to be happy. Part of being happy is making sure that when you go to work every day, it doesn't always feel like work because you believe in what you're doing.KK Anderson (10:14)Yeah, 100%. And it absolutely applies in the COCEL environment, but even in direct B2B, you at Control Case, are you more direct B2B, or are you more channel partner?Joshua Hoffman (10:26)we do business in 73 countries right now. Not every country has the same kind of partner model. so depending on where we are in the world, it could be direct sales. It could be consultancy partners. It could be referral partners. It could be technology partners. And in the case of one of the missions that we have, it's using MSPs and ITSPs. So I have a vision thatMSBs and ITSBs should be a bigger part of the compliance journey. It's using partners that are actually part of the technical journey that the client's about to go on. so depending on where we are in the world, it could be any one of those things.KK Anderson (11:00)But you know it's one of the ways that we met previously Josh I've got a lot of experience in assessing sales organizations and going through this whole you know sales effectiveness and improvement process and almost always out of hundreds of organizations almost always the sellers come back as they're good at hunting getting the meeting and thenthe next best skill that they have is presentation approach or going into like sell value. And I think they get so comfortable in learning the value proposition, learning the talk track, learning about the features, advantages and benefits of the product that they're trying to sell. And they get that word sell so stuck in their mind that I'm a salesperson, just Mark, we were earlier talking about that very thing.There are so many people that don't even like the word sales. And so it's almost transitioning their mindset from I'm a salesperson to I'm a problem solver. So my question for you, Josh, would be like for the CROs that are listening, and that's probably most of our audience, what's one thing they can do now to help start to drive that culture of ask more questions, solve more problems?Joshua Hoffman (12:05)Well, part of coaching is spending time with people. And in any sales leadership role, you see people get their time pulled in multiple directions. Should I be working on this Excel spreadsheet? Should I be working on this report? Am I spending time in an operational meeting? Am I spending time doing X, Y, or Z? When…

    Full show notes at the publisher

    Ep. 96 – Scaling Sales with Value Intelligence with Max Elster - Part 2 Oct 07, 2025
    Show notes

    In Part 2 of our conversation with Max Elster, Co-Founder and CEO of Minoa, we go deeper into how sales teams are actually operationalizing outcome-based selling; at scale.Max shares how revenue teams at companies like Vanta are moving beyond founder-led, feature-centric narratives, and building scalable, repeatable playbooks rooted in customer outcomes, business impact, and data-backed storytelling.Whether you’re leading a 10-person sales team or a 1,000-person GTM org, this conversation will help you reimagine enablement, coach for value, and build business cases that win over CFOs.What You’ll LearnVanta’s Transition from Features to Outcomes: How CRO Stevie Case transformed Vanta’s narrative, and drove shorter cycles, higher win rates, and stronger executive engagement by focusing the team on value-led discovery and storytelling.Why Business Cases Shouldn’t Be Optional: Hear how teams went from building 10 business cases per quarter to over 500, without hiring hundreds of SEs, and how that shift boosted win rates by up to 15 percentage points.Teaching Reps to Think Like CFOs: Max explains how the best sales teams equip champions to model ROI and outcomes with buyers, not for them, and why the strongest business cases are co-owned with the finance team.How AI Accelerates Discovery, Coaching, and Differentiation: From call summaries to intent signals to customer benchmarks, Max shows how LLMs and predictive tools are giving reps the context to build relevance at scale, without losing the human touch.Key TopicsFrom founder-led sales to repeatable revenue enginesVanta’s shift to value-led selling, and what it unlockedBuilding outcome plans that close deals fasterWhy the CRO’s best insights come from AEsCoaching for customer outcomes, not product demosHow AI is reshaping forecasting, discovery, and enablementThe real future of revenue leadership in an AI worldGuest Spotlight: Max ElsterMax Elster is the Co-Founder and CEO of Minoa, a revenue platform helping companies scale value-based sales across the deal cycle. With a decade of experience in AI and B2B SaaS, Max works with companies like Vanta, Cognite, and others to operationalize value intelligence, from discovery to renewal.Resources & MentionsBook: The Qualified Sales Leader by John McMahonCompany: VantaMax Elster: LinkedIn | Email: max@minoa.io🎧 Listen now and subscribe to Selling the Cloud wherever you get your podcasts. Stay tuned for next week’s episode!Mark Petruzzi (00:36)So let's move to topic three, stories from the field, moving from features to outcomes. So I have heard you say how you've worked with Vanta's CRO on shifting from feature led to value led sales. Walk us through that story.Max Elster (00:52)Yeah, I think it's a great example. Stevie, who is Vanta's chief revenue officer, she came from Twilio in the past and came to Vanta's organization, around probably somewhere between like the 20 and 40 million AR range. like basically Vanta is a good example, right? They initially were, basically kind of building this idea around a trust management platform and compliance and the importance of security and compliance with startups.And then they expanded over time. one important thing was that as they have more competition, they need to differentiate themselves. they basically, one way of differentiating is to focus on value, right? So Stevie came in and she talked about this publicly as well, many different times where she said that one of the most important things that she drove as an organization was evolving the company from a feature led organization, the initial founder led sales days to...basically focusing the company on value selling and moving away from feature to an outcome led and value led story across the board, pre-sales to post-sales. And then of course it starts with changing your narrative. It starts with changing the decks that you're creating. It starts with making sure that every single seller can talk about the business case and the value that in this case, Vanta provides different than their competitors are oftentimes against StatusCrow, So why should I do anything about the specific initiative here?And they have seen great success, And actually making that transition, but ultimately I would put it even into a larger scope. any successful company out there, whether you look at the old days, the SAP is the oracles, or whether you look into modern companies, Databricks, Snowflake, many of the other kind of modern go-to-market tech organization, like go-to-market teams, they all rely on the value principle and they all operationalize their thinking around how do we make sure that everybody can speak to.value across the board, not just pre-sales but also post-sales. And Vant has a good example where Steve done a great example at also articulating that a way. And yes, I think they're a great customer of ours. We're very happy to have them then kind of go take the ride with them. But I think they're just a great example of how they have transitioned. And the outcomes are incredible, rent rates go up, sales cycles go down.You can actually make sure that everybody is more proficient at articulating the value that you're driving. So even thinking about discounts, especially in very competitive markets where you want to avoid discounting every single deal, And if you can uniquely position value to a procurement team, that's going to help you actually have that conversation over your competition.KK Anderson (03:01)And all of that is stemmed from having outcome plans and business cases in that kind of value intelligence layer as you describe it. that the sellers are talking to outcomes and talking so that they can then derive the value to lead the sale.Max Elster (03:15)a good example of company, a couple thousand employees where have actually measured that they built mutually created over 500 business cases a quarter. And before it was almost basically 10 to 30, In a quarter where individual SEs were building business cases to support the sellers. In a future world, basically every seller will be able tobuild a business case, have that being automated and have it readily available to them for every single deal. So what happens was that actually we saw that VIN rates go up six to sometimes even 15 percentage points for specific segments, which was incredible. And it's less because you bring a business case late into the deal and you try to justify the value to a procurement person. It's more of there's a process and a guidance for an SDR or a seller or an SE to talk about value earlier. It's almost liketeaching a kid kind of basically ride the bike. If you give them a little bit of a guidance of how to start with, they will do it themselves. And it's similar, in value where if you teach them that the end result will be you driving the bike or you actually closing more deals, they will kind of think backwards and think about, if I just need to get to a final business case that includes a few different questions I need to ask, but that will help me and the customer and the champion have an internal story they can tell to their buying committee.I can do that, I can make sure that every single discovery call has these like three to four questions that would help me then shape a better narrative as we go along the sales cycle. And then it's becoming a routine and a habit, right? And as soon as it's a habit, it can actually get scaled and be successful across the company.Mark Petruzzi (04:43)So Max, how did these stories resonate differently with executive buyers like CFOs who we all know scrutinize every purchase?Max Elster (04:52)looking at, have a few CFOs in our advisory board and I always say the CFOs will do it themselves if you don't do it for them. So they will run internal projections and internal business cases themselves. And if they don't believe in it, then they are the ultimate gatekeeper and they can just say, no, I don't believe in this. So as a seller, you're either destined to keep it up to them and you can't control it or you do it yourself. And you can control the outcome plan and the business case you're presenting to them.or equipping a champion ideally to do that. And we have a couple of interesting stories where sellers have actually reached back to us and said that the executive, whether it's a CFO, it's a CSOR, whether it's a CIO, they actually came into the application and they almost modeled the assumptions to the base minimum. So they came in and tried to understand if we almost have no success here, what is the minimum value? And they compared that internally to other initiatives and projects that they are currently exploring.And it resulted almost a CFO to have ownership and accountability on the business case, Because they actually control the assumptions and the narrative and they're doing it based on the framework that the vendor provides to them. And it just changes the dynamic. I also say,I don't think a CFO is kind of this alien on the other side that doesn't want to talk to you, But they want to see that you can relate to them. They want to see that you have experience dealing with similar businesses and the more you can do that proactively, the better. And yes, I think I had CFO conversations where I presented them a business case and they said, I don't believe in this number. And then I went back and said, okay, then tell me what you believe in. And then I think like you almost opened up the room and you have a conversation about a mutual goal that you're trying to go after and you find a good solution.It brings everybody closer together. think that's the ultimate desire of running a good sales process.KK Anderson (06:25)Really, really interesting. Okay, let's move to topic number four, which I know is a really hot topic with our audience. And that is the future of revenue leadership in an AI world. So I've heard you say in a previous conversation that many CROs, and I agree, fear their jobs because of AI and how quickly things are changing. And I just.I want to get your perspective, but do you think that is?Max Elster (06:50)Uncertainty is always a difficult thing for us humans, Some get excited by it, but the majority of people get afraid of uncertainty and not knowing what the future beholds. And I think that's the scenario right now where things are moving so quickly and it's hard to estimate where it's going and how you potentially react to it or how your competitors potentially are reacting that you're missing out on, right? That I think a lot of people either start almost freezing, And they startNot to move. that's a risk or they start to move too quickly. they make like, test a lot, but they don't make fundamental decisions about which AI solutions or strategies do I deploy and what's the underlying reason for that. think a lot of people are just trying to move and make a decision, but they actually forget about what I'm actually trying to solve in, my process and, kind of my day to day execution with my teams.And which solutions and vendors and strategies and data plays do I want to run in order to make sure that that can actually get accomplished? AI hasn't really changed that, ultimately it's going back to kind of yourself first and thinking about which problems do I want to solve for my revenue team? And then how do I apply the right AI solutions to that? I do think though that the quality of LLMs today give us an enormous opportunity to tap intounstructured data sources and data sources that have previously been so messy and so complex to analyze that it's going to open up a lot of more opportunities to improve your day-to-day work, whether it's one individual seller, or whether it's a CRO trying to almost run better analytics around the idea of, for example, why do we win? Why do we lose? Why do think there's so much data there that actually has never really been tapped into that now is possible with LLMs? But I would sayIt's going back to the fundamentals of thinking which strategies do you want to change? What are the underlying solutions and options that you have? then deploying and testing the ones that feel most suited for that particular purpose. And I think you will be successful, it's just probably give it a bit of time to, have everyone adjust it. But then it's a new reality that we all work with. I'm sure you too see it with your clients as well every single day, Where you help them have those conversations internally.KK Anderson (08:48)see AI reshaping all of these different roles of the direct level team members? So the sellers are obviously on chat, GPT all over the place. They're using AI inside a gong. They're using generative AI. The leaders are using predictive AI.AEs, SCRs, like what are the big ones that stand out to you?Max Elster (09:10)I mean, we all become more intelligent, right? think that's kind of, we all essentially, we have ourselves and then we put an additional intelligence layer on top of that, which is gonna make us a smarter seller. It's gonna make us a smarter advisor to our customers. It's gonna make us more credible, more relatable because we can actually tell stories that are similar to what others have seen. So think that's very tactical. think sellers start to tap into those resources of previous deals, previous conversations. So do think about,Gong or the respective call recorder that you're using in the past, you didn't have an opportunity to get an account level overview of 150 plus conversations, Of like what actually is kind of the underlying executive summary around this particular account. Now it's possible, right? Because you have all those conversations that can feed into Gong summaries or kind of other tools that you're using in order to help prompt yourself for a business case, help yourself prompt for a better...code outbound, you're sending whatever you're doing in your sales process that can actually get leveraged by those individual call recordings. what we're seeing is that a lot of the forecasting providers are starting to open up their signals to more and more data points, which is interesting. If you think about your forecast, maybe in the past, it was limited by how well your Salesforce fields were filled out. think nowadays you can tap into many more signals and data sources around an individual account. Not just the conversations that you're having, but alsoDid they fire executives in the past two weeks, right? That could potentially impact your deal, right? Or it could risk the forecast. And all these different data points can now be merged and made accessible in your day to day, whether you're a chief revenue officer that runs the forecasting process with your sales manager. So whether it's an AE trying to become a more intelligent seller and more credible seller and advisor to your prospects. I think that's where AI is just getting started,started my first company back in 2019 where we built speech technology with natural language processing. And I remember back in the days that we were competing with Google and AWS on some first speech models. And it was incredibly difficult and almost hard to actually transcript a meeting. Nowadays, we talked six years later and we have almost perfect transcripts for almost every single language in the world. We can take those data points and put them into other sources, ask questions around it. It's pretty crazy, but also pretty exciting.I think opportunity for go-to-market teams to truly advance and be even more customer oriented than what they were a few years ago.Mark Petruzzi (11:23)So Max, what happens when…

    Full show notes at the publisher

    Ep. 95 – Scaling Sales with Value Intelligence with Max Elster - Part 1 Sep 30, 2025
    Show notes

    In this episode of Selling the Cloud, Max Elster, Co-Founder and CEO of Minoa, joins co-hosts Mark Petruzzi and KK Anderson to explore what B2B revenue leaders often miss: a clear, consistent understanding of why they win.Max introduces the concept of a Value Intelligence Layer, a data-driven framework that links discovery, business cases, and outcomes into a single narrative that everyone from SDRs to CROs can use.Drawing from years of experience across SaaS and enterprise sales, Max shares how leading GTM teams are moving away from feature pitching and toward outcome-led selling, especially in a world where AI has made building software easier, and differentiation harder.From strengthening discovery questions to creating scalable outcome playbooks, this episode is packed with tactical ideas for revenue leaders rethinking how they sell in the age of AI.What You’ll LearnThe “Why We Win” Blindspot: Why many sales orgs still can’t answer the most important question, and how that gap leads to poor qualification, forecasting, and deal execution.From Features to Outcomes: How modern buyers evaluate value, and why understanding customer priorities matters more than your internal product roadmap.Creating the Value Intelligence Layer: How to unify customer impact, product usage, sales stages, and discovery insights into a single GTM operating model.Scaling Outcome-Led Playbooks: What it takes to align SDRs, AEs, SEs, and CS teams around a shared value narrative from day zero to renewal.AI as a Differentiator (Not a Replacement): Why the best teams use AI to personalize engagement, not to automate it, and how AI helps surface deeper buyer context.Key TopicsWhy most GTM teams don’t know why they winBuilding discovery questions that lead to business casesEmbedding outcomes into CRM and sales stagesCreating a “value intelligence” system across teamsHow AI and call data can power more relevant sales motionsTurning post-sale value into pre-sale advantageAligning playbooks across SDRs, AEs, SEs, and CSMsGuest Spotlight: Max ElsterMax Elster is the Co-Founder and CEO of Minoa, a SaaS company helping revenue teams operationalize their value story. With a background in B2B software and product development, Max built Manoa to bridge the gap between feature-led selling and outcome-driven growth. His team helps sales orgs unify discovery, use cases, and customer impact into one connected system.Resources & MentionsBook: The Qualified Sales Leader by John McMahonCompany: Minoa.io Max’s LinkedIn: linkedin.com/in/maxelster🎧 Listen now and subscribe to Selling the Cloud wherever you get your podcasts. Stay tuned for Part 2 with Max Elster, dropping next week!Mark Petruzzi (00:36)Welcome to today's episode of Selling the Cloud podcast. We're excited to welcome Max Elster, co-founder and CEO of Manoa. Max has spent nearly a decade in B2B software and AI. He co-founded Manoa to solve a critical gap he observed across SaaS and enterprise companies that most revenue leaders don't actually know why they win. Manoa helps teams uncover the valuedrivers behind deals, building what Max calls a value intelligence level, layer rather, that connects discovery, business cases, and customer outcomes into one system. Today, Max will share how CROs can shift from feature-led selling to outcome-led value selling, and what it means to scale revenue teams when differentiation and ROI storytelling are more important than ever.So we'll cover four themes today. Why the old sales playbook falls short, building the value intelligence layer, stories from the field moving from features to outcomes, and the future of revenue leadership in an AI world. Max, welcome to Selling the Cloud. Thank you so much for joining us.Max Elster (01:46)It's great being here with both of you. As you know, I've been an avid listener and kind of follower of your newsletter. So it's an honor to be here and speak a bit about Valley Intelligence.Mark Petruzzi (01:57)Well, it's an honor to have you here as well. So topic one, why the old sales playbook falls short. So Max, you said CROs often can't clearly answer why they win. Why is this such a big problem today?Max Elster (02:09)been particularly relevant, I think, over the last couple of years, right, when we came out of basically post-COVID world and everybody was almost adjusting to a new environment, a new set of buying, a new set of selling. And oftentimes what we see is that companies understand the what and the how. They understand which deals they work on. They understand their internal sales process. They understand the RICP. They understand the different stages, of course, in order toget a lead to a close one opportunity. But oftentimes what we see that actually they don't know enough about is why they win and why they lose. So what are the underlying criteria that helps the chief revenue officer detect whether an opportunity is truly qualified? what are the data, what's the previous data that actually helps you make a good call of whether a certain deal will close or not? And what are the underlying value drivers, use cases that you're selling and how do they relate to?the conversation around the outcome. you're trying to deliver and then how can you reverse that back to why your customer is actually buying or not? And oftentimes the, the why is not really clear to a lot of revenue teams, the what and the how it's pretty, pretty set and pretty default, understandable, but the why is often what's missing and what, what's the consequence of that is that sellers start to, start to basically just rely on more like deal heroics, right? They look into like previous deals, they feel rather confident about a deal, but they don't actually know.is this deal going to close because of actual factual reasons of why other customers that have been similar to this particular account have closed in the past? And that's a massive gap and more revenue teams are starting to ask that question of why do we actually win and why do we lose on a basis of understanding your use cases and your deployment of use cases better.KK Anderson (03:42)So that's really interesting. When I think of a huge misconception with salespeople that we have seen, every day for 25 years, it's that a salesperson believes that their primary job is educating about that product, describing the features and advantages of using that product. And it's all about how quickly can I talk about what I'm selling when reallythe primary goal of a salesperson is to listen and to understand and to figure out what are their outcomes, what are their business problems, what do they need to fix, do they have a pain they need to fix? And then, and only then, can you go into why you, why now, why this feature, why this benefit, et cetera. And so when I think aboutyou're right. All of these sales organizations have all of those tacticals in place and button down the process, the tools, et cetera. but they probably, those that are more successful are the ones that are selling to outcomes, right? The ones that are, answering or solving a problem with, and that's why they win. Right. That's, that's kind of where my, where my head is going. And so.When you see sales leaders who are relying on features and broad messaging and educating buyers, what gets lost in the conversation?Max Elster (04:56)it's great question. mean, we've, we've analyzed over like tens and thousands of different conversations, call recording data, but also business cases that are being built with customers, outcome plans, sales. Right. And I think a lot of the actual sauce that's missing is around the business priorities. Everybody talks about the features and functions, but when you go a level deeper or a level more like basically a level higher, you kind of uncover business priorities, right. And you can map.individual functionality and individual features to those business priorities that matter to that organization. And I think five, six years ago, you could probably still sell on feature and function and product. And having been a product kind of manager by background, right? I think that's kind of what drives an organization, right? It's features that are released. gets everyone excited about the new products that are being launched that you can sell to customers. But when you look at it from a buyer's angle, they don't care too much about your internal release thoughts.They care about their problems that they need to solve and then how your individual use cases map to their problems. And I think what specifically happened, I would say, in the last 12 months, and I think that's why this topic becomes more relevant than ever, is that a lot of revenue teams see that their competition is not sleeping either. And I think it's because of AI. It's becoming easier and easier to build. There's going to be an abundance of software in the future where essentially every...person out of a single bedroom is going to be able to ship a product and actually release it to an audience. And yes, there will be differences between you as an incumbent or you as a player that's been in a category for a long time, but you need to make sure that you can display and communicate your differentiated value drivers better than the person that's building a new software out of a kind of one bedroom apartment. And I think that's kind of what's becoming evident right now that a lot of the data that we are looking at.really showcases that the sellers that are performing better are first understanding the business priorities and then actually map them back to the individual use cases that map to their persona, that map to that individual use case and the industries that they're targeting. And ultimately in a world of AI, it's more important than ever to be more differentiated and understanding the business priorities and linking that back to your unique differentiated value is the only answer on how you can solve that problem because everybody's going to be able to build sooner or later.Mark Petruzzi (07:06)So Max, building a sort of a moat is gonna get more more important because you're gonna have to do it with your products, you're gonna have to do it with your processes, and you're certainly gonna have to do it the way you sell to your clients going forward. So what does it look like to move from feature function selling to outcome selling, especially at scale?Max Elster (07:28)Right. Yeah, mean, we work with companies that have thousands of employees, right? And they are spread across multiple different regions and languages and countries. I think scale is often the biggest question, right? Of ultimately trying to move away from individual pitch decks and individual messages that maybe sellers have put onto a spreadsheet and try and iterate on to something that can be unified across an organization. Essentially asking the question of how canEvery SDR to the AE, to the sales engineer, to the customer success manager, even thinking about account management, talk about the same language and talk about the same value that this organization is delivering to customers. And I think there are very tactical pieces of how you can change that. think the underlying theme definitely is that it is a change management process, right? You have to educate your team on a new narrative that buying is going to be different and sellers have to adjust to that new buying cycle and the way that buyers actually evaluate software.But on the other side, they're very tactical things that I think you probably also have an interesting perspective on that you can, you can build. One of them is how do you build better outcome led playbooks, right? When you're delivering and you do discovery, how do you make sure that before you even jump into feature and functionality, what are the discovery questions that are related to an individual persona that you're going to be talking to? How do you capture metrics as early as in the discovery and not just wait until you want to prepare a proposal to gather metrics that help you then.create a solid business case for the CFO, right? Like actually building those playbooks and almost moving everything early into the cycle and not just waiting until the CFO question comes around of, can you kind of make sure that I understand what am I buying here, right? What's the ROI? What's the outcome plan? What's the net present value in this opportunity? And making sure that a lot of those questions can be built into discovery playbooks where you already start gathering. And I always say like mutually lining on.the outcomes that you're trying to deliver. The champion on the other side is not an enemy, right? They have the same interests as you. If they're excited about the opportunity, they want to be part of the creation of understanding how your solution maps to the pain points and the priorities of the organization. And they want to help you with that, but you have to ask the right questions in order to get them there. And then I had a conversation this morning where I talked to a sales leader out of Europe. She manages a couple of ⁓ sellers that then have sales managers. And what she said is thatDiscovery starts in the outbound message, right? And how do you make sure that the data that you already have about the outcomes you deliver and the why of why customers renew and expand, how can you make sure that an SCR can talk about that, right? And if they talk to an executive in their outreach or they call somebody on a cold call, they want to have, make sure that they have those benchmarks and those data points available. And that's often where organizations are just under high scrutiny right now to just bring all that together.And of course the data economy kind of, think, gives the answer to that. There's so much in an organization at scale that people are not leveraging that they are considering as we speak.KK Anderson (10:15)Really interesting. So what advice would you give a CRO who has a sneaking suspicion that their current sales playbook is falling short? Where would you start? ⁓Max Elster (10:27)think probably thefirst couple of things that they need to be looking at is pick your first, like pick your most successful like top 10 deals over the last quarter or last six months and talk to those sellers and understand, okay, can you walk me through how did you position the unique value of our organization compared to the differential compared to status quo and let the sellers answer that question, right? And oftentimes there's a lot of ⁓ insight in how they positioned why.this particular organization is different than others. And ⁓ it's just making sure that those individual wins that have already had great success ⁓ or the specific expansion deals that you're working on, how can you make sure that you'd templatize that and build a playbook around it from discovery questions that you could ask and enable sellers to work on to the renewal conversation where you're trying to basically expand with somebody on additional use cases. And I would always start with kind of where do you win and where do you lose and make assumptions around that.and then make sure that you align the company on those individual success stories. And then it's a process, of continuously picking the winners every single quarter and making sure that you re-communicate again and again why this method is important so that the more junior sellers or the people that are just getting rammed can take those wins and the underlying ⁓ outcome stories and outcome maps that you've built for customers as an example for their internal processes and the…

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    Ep. 94 – Reinventing Growth in a Commoditized Market with Steve Smith Part 2 Sep 23, 2025
    Show notes

    In Part 2 of our conversation with Steve Smith, Chief Revenue Officer at Live Oak Fiber, we go deeper into how his team is scaling with both agility and authenticity—blending AI, community engagement, and a customer-first mindset to win in a highly commoditized telecom market.Steve unpacks what it really means to lead with transparency, build a culture that thrives across residential and B2B markets, and design a sales engine that delivers personalized value at scale. From t-shirt cannons to AI-assisted prospecting, it’s clear: growth happens when you meet your customers where they are—and actually understand who they are.What You’ll LearnCompeting Beyond the Product: Why the best way to differentiate is not what you sell—but how you serve.Human + AI Prospecting: Steve shares how Live Oak’s team blends digital ads, field outreach, and AI signals to achieve 80%+ MQL conversion.Leveraging Customer Context: How insights like home square footage and pool size help personalize campaigns—and why trust starts before the first call.Net Promoter as a North Star: The cultural and operational moves that helped Live Oak achieve a 76 NPS score—higher than Apple.Culture-Driven Growth: Why hiring “athletes,” not just resumes, is key to building high-performance sales teams in uncertain markets.AI Without the Hype: How Steve’s team uses AI practically—from outage alerts to upgrade prompts—without losing the human connection.Key TopicsGTM in both residential and business segmentsCreating “shock & awe” customer experiencesMapping Day 0 strategies with local event engagementDesigning growth systems that work across sales channelsUsing CRM, digital behavior, and AI for smarter targetingBalancing automation with local, white-glove serviceOperationalizing culture in sales teams and hiring practicesGuest Spotlight: Steve SmithSteve Smith is the Chief Revenue Officer at Live Oak Fiber, where he leads a people-first, tech-enabled go-to-market strategy across residential, MDU, and commercial segments. With more than 25 years of experience in telecom, Steve is known for his bold talent bets, operational creativity, and unwavering customer obsession.Resources & MentionsBook: Good to Great by Jim CollinsBook: Blink by Malcolm GladwellInspiration: The Savannah BananasSales Concept: “People don’t buy drill bits. They buy holes.”🎧 Listen now and subscribe to Selling the Cloud wherever you get your podcasts.Mark Petruzzi (00:31)So Steve, we have a lot of audience members that are in the ISV market or SAS, Software as a Service. And really what you do is kind of telecom as a service, even though you guys were before all these acronyms like SAS. And it's interesting. We can all debate what a commoditized market really is.Steve Smith (00:37)Right?Mark Petruzzi (00:52)but some of them feel like their markets are moving into a commoditized market. So what advice would you give those CROs that trying to stand out as their market matures and does get more commoditized?Steve Smith (01:07)Well, will say it's a continual battle. there's no magic, there's no silver bullet, it's consistency, it's having the organization focus on it. But I would say don't compete on the product alone, compete on the experience. So focus on trust, transparency, and outcomes. If you do that, for instance, we have an outage, we post it online.And we'll say we're having an outage, sorry for the inconvenience and call us here if you need assistance. And sometimes we'll have outages or issues in an area because we're still under construction and we'll proactively give people credits and say, hey, we're sorry. We're sorry this happened and we'll reach out. If you focus on those things, then you'll stop being more of a commodity and you'll be more indispensable, so to speak.But people respond with that. It depends. it's a continual battle. In today's climate, everybody wants the best for the lowest price. if you focus on those things, trust, transparency, and outcomes. I have a friend that would say, people don't buy drill bits, they buy holes. So you talk about what they get out of it, not so much how you're doing it for them. Yes, we have fiber optic. Yes, it's in conduit, and it's buried, and we haveKK Anderson (02:04)Mm-hmm.Steve Smith (02:12)phenomenal connectivity and nodes and we have all this telemetry around our network, but they don't care about that. I mean, they care about is it going to be up. Last year in September, Hurricane Helene was one of the late storms in the season and it went to, we have a lot of storms, but this one went across Glen County. 80 % of the county was without power. And however, if you had live Oak fiber,Mark Petruzzi (02:27)Yes.Steve Smith (02:35)and you had service, lot of people had generators, you were able to watch the Alabama-Georgia football game and there was watch parties online and people were like, I've got live oak fiber, you come to the house and we're watching the football game. That's what they care about. They do not care about that, yes, it took all that that I described to get that experience, but they care about the experience and what the outcome was. So yeah, we're excited about that.Mark Petruzzi (02:43)youYeah.KK Anderson (02:56)Wow, yournumbers must have flown after that.Steve Smith (02:59)Yes, we always get a bump on the weather for sure.KK Anderson (03:03)That'sawesome. Okay. so we've sort of touched on the first couple of topics, but like I'd like the most, lot of our audience are B2B CROs and CEO. we know 80 % of your businesses in the residential sector, but talk to us about how you're growing the business segment. And then also like same thing, how do you decommoditize a commodity inwith your business customers what's working.Steve Smith (03:25)Well, I mean, at a high level, we want every type of customer that we pass to be able to experience our service. So the most passings we have are residential. So that's the foundation of our company. And it builds that brand awareness and scale. It gives us cash. We can build into neighborhoods. There's a lot of houses. We have pretty, we have a good machine, I would say, in assembly line on how we connect those folks. But.We balance that with business customers and multi-dwelling unit because that gives us density. Those are other kinds of customers on the network. The message, the philosophy, the ethos is the same. So it's not an either or. Like I mentioned, they complement each other. People ⁓ own a business, they also own a home and live there. And so there's that kind of crossover there. The motions are different on how you engage with them. We alwayswork with chambers and local stakeholders because that's a great way, especially in the communities we're in, that's a great way to stay ahead of the message. If there are issues that the community is experiencing or they have questions, these are the people, these are the leaders that are active in the community. And so we're engaged in those discussions. Our folks attend chamber meetings and they participate in those committees and that helps drive that. So it all works together, it all stacks, but it goes back to that basic principle ofI would say every door, every floor. Anyone on the network, we want them to be able to experience live-o-fiber.KK Anderson (04:41)love that every door, every floor. That's really cool. Okay. let's go into some sort of classic sales skills, if you will, and let's talk prospecting. that's an attempt at business development. And well, I guess across the three channels, residential business and your multi-family dwellings, what's working for you from a prospecting perspective?Steve Smith (05:02)Well, we have a recipe. I think we've nicknamed it shock and awe. And what we do is we have warm-up period. So we measure, we call day zero the ability to schedule a customer to install. And we work backwards and forwards from day zero. And we have an idea of how much time we need and what we need to do to warm up the market up until that day zero.And we want people to be aware of our brand, be aware of our offerings. And so when the time comes, we've had a couple of interactions with them, and then we can schedule. So we work that channel. I would call those pre-registrations or pre-registered leads, marketing qualified leads, depending on who you are listening. And our sales teams actively nurture those. They nurture them through outbound phone calls. So we'll use digital to drive in some demand. We will use direct mail.which is kind of like the percussion section of a band. You've to keep beating the direct mail drum. We'll use door hangers. We'll use a lot of stuff to generate this awareness over that timeframe, which is roughly, 60 to 90 days because people get excited about, you want them to get excited about having the service. And then from there, it turns into more of a, active conversion campaign. We convert about 80 to 85 % of those marketing qualified leads.The ones we don't convert typically have moved or they fall out. That's a pretty high ratio and we do that through these nurture programs. But how we prospect is very simple. Our business is address driven. So direct mail is one thing we do. We have a very great, great's not even the right word for it. Thomas Allen runs our marketing. We have a highly customer focused digital program.and we're running different kinds of digital ads as we get closer to day zero. And that helps as well. Anyone that interacts on our website, we capture bits and pieces of information. Maybe we only get your address. Maybe we get a phone number or an email. And all of those get collected. I'm a huge fan of that show, Gold Rush, when it first came out. If you've ever watched that show, everybody builds their gold machine differently. But essentially what they do is they turn through yards and yards of dirt.And they put it in those machine and it knocks out the big rocks and at the very end like it goes through all these different methodologies to get to the the pay dirt which is the dark dirt and the gold and it's like two guys and they're literally hand panning it out, you know in a tent. That's really what it is for us too. And you've got to go through that you got to go through and constantly fix that machine. Sometimes we do buy cold leads and at the residential level that's tough with Do Not Call.regulations in place. The other thing, we do a lot of events, we do a lot of localized events. We have a great local campaign on that. people come in. A lot of times now at this point, they're customers. We have customers show up and then we have future customers show up. So we get all that interaction. But anyway, we can kind of drive that consumer, but we start with the consumers because they have the most events around that.KK Anderson (07:25)Mm-hmm.Steve Smith (07:45)And then it just drives it into that machine that I talked about. And we just try to nurture them to that day zero and then we convert them. So today that's what we do. There might be some different things that we have to do going forward. It's continuous improvement. So I have to say this because it is funny, but when I worked at a company in Arkansas and we would go to a lot of events and you give out t-shirts.KK Anderson (07:55)Yeah.Steve Smith (08:05)And if you ever give it out t-shirts, people will show up to your booth and they'll say, I need two mediums and a large. And then the large isn't big enough, so they need the XL. it's not a very effective way to give out t-shirts. So one of our folks that worked there, her husband built things. And I mean like built things. And he said, I can build a t-shirt cannon. And I said, can you build it? So I gave him the specs off Amazon and I said, can you build one like this? And he built his t-shirt cannon.Mark Petruzzi (08:14)ThanksSteve Smith (08:29)Now, the difference was when we would go out with the t-shirt cannon, it didn't matter what size the t-shirt was. If we shot it out of the cannon, then people would knock each other over to get to the t-shirt. So I was like, we're going to need that at Live Oak. So in the original business plan, we had these really nice t-shirt cannons and we still have them. We have a blue one and we have a red one. Blue one stays in Florida, the red one's in Georgia for the Bulldogs. And yeah, we shoot them off.I may or may not have shot one off in the office in the last couple months and shot a hole in the ceiling tile. So it works. It'll put a t-shirt on a rope at 100 yards, but it's just fun. So those are different ways that we kind of, know, people like that and it's fun. So that's some of the stuff we do.KK Anderson (08:56)youMark Petruzzi (09:08)So Steve, have you shot at people that have not made their quota? Is that kind of how it works?Steve Smith (09:13)⁓ well, no, we haven't done that yet, But I have shot at new salespeople, testing, the trajectory in the parking lot. We have we have done that. And I think it's probably on video somewhere. Yeah.Mark Petruzzi (09:16)butwell, you see if their reflexes are quick enough to catch it. That's the, that's All right, well, let's go to topic four. This has been really, really enjoyable and let's keep it going. So I think we titled that leveraging AI and community engagement for growth. But I think I'd like to title it leveraging, technology and kind of anti-tech, before tech.Steve Smith (09:28)Yes, that's exactly right. Exactly right.Sure.You got it.Mark Petruzzi (09:50)because you're using a bit of old school here combined with all the power of GenAI. So what I love about your team does, and frankly even easier in the B2B space than it is in the B2C space, but your residential team uses a lot of creative local insights. They're analyzing Zillow all the time. It's all about maps.You mentioned about the home square footage and figuring out what that is. I even read somewhere you're looking at clients pool size to tailor particular offers. How does that improve conversations and how does that improve your Salesforce effectiveness as well?Steve Smith (10:21)Yeah.Well, I mean, it makes the conversation personal and not generic. We're not doing it to be, sneaky or anything. We're just trying to understand the customer. We've done our homework. So if we're calling someone, if someone's got a pool or, you know, a large backyard area, probably might have some, they might be spending some time outside. They might be inclined for like an outdoor wifi solution as an example. It just builds trust out of the gate that you know thatyou're asking them about their, you've got their address, so that's public information. You're just trying to have a better conversation. We've all been in those sales situations where the pitch is completely off and you're like, you didn't do your homework. I want my teams do their homework. So they try to have a very, as much as possible, an intelligent conversation, a casual, informative conversation. we're not just.banging through numbers to get to yes. We're having real conversations with people. So there's tools that have that. And then there are some AI tools. We do a lot of work around buyer personas in different areas. we look at words or messages that might ring true with some of those folks. For instance, in a lot of our markets, we have a real heavy DIY DNA.and a lot of people like to do so. we focus a lot of things around that. Messaging around, creating a gaming room or with our app you can basically kind of c…

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    Ep. 93 – Reinventing Growth in a Commoditized Market with Steve Smith - Part 1 Sep 16, 2025
    Show notes

    In this episode of Selling the Cloud, Steve Smith, Chief Revenue Officer at Live Oak Fiber, joins co-hosts Mark Petruzzi and KK Anderson to share what it really takes to stand out in a commoditized market. Drawing from 25+ years of telecom and GTM leadership, Steve reveals how Live Oak is building a “fiercely local” go-to-market model powered by customer obsession, simplicity, and a people-first sales culture.From recruiting talent outside the industry to treating broadband like a luxury retail experience, Steve breaks down how to differentiate when your product looks the same as everyone else’s on paper, and why NPS scores in the 70s are possible when you design everything around the end user.What You’ll LearnHow to Compete in a Commodity Market: Why Live Oak avoids tech jargon and positions packages around home square footage—because customers don’t care about speeds, they care about experiences.Hiring Outside the Box: Why Steve hires from Louis Vuitton and paddleboard shops, not just telecom resumes—and how that decision drives creativity and customer care.Fiercely Local GTM: Learn how a hyperlocal mindset builds trust, unlocks referrals, and builds brand advocacy—especially in overlooked communities.Customer Experience that Rivals Apple: How Live Oak’s white-glove service and full-time technicians boost NPS to 76 (compared to cable companies’ scores below zero).Product Simplicity That Wins: How pricing transparency and a “price-for-life” model inspired by the Savannah Bananas builds loyalty and eliminates churn frustration.Key TopicsBuilding a customer-first sales cultureDifferentiating when your product is a utilitySegmenting sales teams by audience (residential, MDU, SMB)Why most broadband companies have a bad reputation—and how to flip itLocal community engagement as a growth strategyMetrics that matter: NPS, feedback loops, and service consistencyGuest Spotlight: Steve SmithSteve Smith is the Chief Revenue Officer at Live Oak Fiber, where he leads go-to-market strategy across residential, business, and MDU channels. A veteran telecom executive with a passion for customer-first innovation, Steve is helping redefine broadband with a culture that starts and ends with people—both inside and outside the business.Resources & MentionsBook: Good to Great by Jim CollinsBook: Start with Why by Simon SinekInspiration: Savannah Bananas (yes, really!)🎧 Listen now and subscribe to Selling the Cloud wherever you get your podcasts. Stay tuned for Part 2 with Steve next week!Mark Petruzzi (00:31)Welcome to today's episode of Selling the Cloud podcast. We're excited to welcome Steve Smith, Chief Revenue Officer of Live Oak Fiber. Steve is a seasoned telecom executive and growth strategist with more than 25 years in leadership roles across sales, marketing, and product. At Live Oak Fiber, Steve is helping to redefine how broadband providers can stand out in the world.where internet service is both a necessity and a commodity. Under his leadership, Vivo has adopted a customer first model from hiring outside the industry to building fresh perspectives that simplified billing and driving net promoter scores in the range of Apple, not in the range of many of their competitors. Today, Steve will share what it takes to build growth cultureand differentiation in a commoditized market, lessons that apply well beyond technology to any CRO or CMO navigating crowded competitive categories. Four themes for today. Building a people first go to market organization, so powerful. Differentiating in a commoditized market, I guess I would say so, so painful sometimes. Balancing residential business and MDUgo to market motions, and how to leverage AI community engagement for growth as well. This episode is packed with practical insights for revenue leaders looking to drive loyalty, accelerate adoption, and differentiate in highly competitive markets or less highly competitive markets if there are any of those still out there. Let's dive in. Welcome, Steve. We're so happy to have you here on Selling the Cloud.Steve Smith (02:07)Thanks, Mark. Thanks, KK. It's great to be here. I'm excited to have this conversation. I'm always excited to talk about Live Oak.Mark Petruzzi (02:09)Excellent.Yeah, for sure. And we've had some nice little discussions as well before this. So we think we've got a good one for you. Topic one, building a people first go to market organization. So Steve, you have said your biggest early advantage was hiring people outside of telecom. And tell us a little bit, that was also at some of your other telecom companies that you've worked for or if that's been a new approach at Live Oak.Steve Smith (02:19)Yeah.Mark Petruzzi (02:38)And why was that decision so important?Steve Smith (02:42)I've always looked for people that bring fresh perspectives. think industries that are older, it's easy to get into a rut. I think over past 20 years, I've hired people that ran, for instance, there's a gentleman in Chattanooga, I worked for a company down there, and one of our first hires was the gentleman that ran the rec soccer league program. He was in charge of scheduling all the fields, recruiting referees, and needed someoneHighly organized and local, and his name's Billy Tendal, if he's listening, and we got Billy, we were excited to have him, and now he's probably 20 years in a career in telecom, but Billy was highly organized. He understood people, and he understood what made people tick, and how to navigate all that. People can get a little testy on their soccer field scheduling, so that's how we got Billy. But that was just one example, and at Live Oak,definitely intentionally got people outside of telecom because they bring a fresh perspective. They bring creativity. I look for people that have a customer first mindset and when you have kind of an older industry you need these fresh ideas. You need energy and you need people that are really kind of bought into your mission and what you're doing and if they have the will you know you can teach them the skill but you can't teach that customer first centric thing.We have a lot of people that have sold paddleboards. I've had some top salespeople that have rented beach chairs. The first sales manager we hired who's now a director, she ran sales for Louis Vuitton here in Denver and Aspen. Louis Vuitton and Lululemon are two brands that she worked for. if you're listening, if you're familiar with those brands, like my daughters and wife would knock me down to get into a Lululemon store and...If one customer's upset, they're all upset. And if you have that mindset and you bring that to telecom, it's disruptive in a great way. So yeah, it's always worked out. Always worked out, though.Mark Petruzzi (04:22)Yeah, andSteve, you've already proven that you're bolder than me because I've done that and I have accomplished some of that throughout my career and I've done it in a different way. Forget about just legacy industries, but even new industries or kind of middle of the road industries, that fresh idea is so, powerful.Steve Smith (04:35)Okay.Mark Petruzzi (04:44)But as you were describing what you've gone through, it reminded me of some times that I've lost that battle. And for example, like where I've had to go to a board and get approval for that type of hire or that individual or working, I've worked a lot with private equity companies and private equity company and operating partners coming back and being like, you're crazy. This other person we're talking about is just.Steve Smith (04:49)Yeah.Mark Petruzzi (05:09)12 years and exactly what we're doing here and you're telling me you want to bring somebody from the telecom industry into this SaaS software company. maybe I should have been a little bit more bold and little more, just persevered a little more. And I'd have some more stories that mirror your stories as well, but very impressive.Steve Smith (05:27)Well,don't all work out, but for the most part they do. If you're betting on people, they do. And I like to bet on people. And you get athletes. When you look at teams when they're drafting players, they always have, okay, I need to fill this position. But if they get to the point in the draft where there's an athlete on the board, maybe doesn't fit what they're looking for, but can play, they get that person. They get that person becauseThey're adaptable. They can wear many hats. They can deal with adversity. And then you can figure out where they fit. I think that book, Good to Great, talks about get the right people on the bus first. And then you can figure out where they sit. But get them on the bus. mean, entrepreneurs, a lot of times, and you interview people and they'll say, we want an entrepreneur. And they really don't because it's kind of messy.Mark Petruzzi (06:05)I love it.Steve Smith (06:14)So you have to have, I think in the case of Live Oak, I think we got lucky and blessed that we had some investors that were okay with messy. wanted, entrepreneurs starting something new is messy. For some people that are crazy like me and some of the first 20, 30 people we hired, that's fun. For others, that is absolute chaos and they're gonna get upset quick. So it just takes time, but having those fresh perspectives. The other kind of example I look at is thatThe movie Ford versus Ferrari is a great example of an entrepreneur working with an old company and they took a bet on Carroll Shelby and they crushed it. They beat a brand that had won that Le Mans race hands down for, I don't know, 20 years. And they got so good, they were good at building machines and he was good at managing people that were eccentric but were athletes. But they could build a machine that could go incredibly fast, they could work together to do it. Didn't fit into the Ford mode.Mark Petruzzi (07:03)No way.Steve Smith (07:03)of course, but thatwasn't what they wanted. They wanted to win Le Mans and I think when they won it, the year they won it, they won it first, second, third. They were so far ahead that they had to ask the lead driver to slow down so they could have a photo finish, one, two, and three. So that is a great way to kind of look at it. It doesn't always work out, but sometimes you win, sometimes you learn. I've learned a lot. I've learned a lot, Mark, so you know.Mark Petruzzi (07:16)hahaKK Anderson (07:18)Wow.Well, and.Steve Smith (07:28)It happens.KK Anderson (07:29)in thinking about, especially kind of our theme today with selling in a commoditized market. And, when it's a commodity, it's the same as everybody else, right? These are items that are utility, if you will. And when you were starting Live Oak Fiber, in a telecom industry where there's a lot of competition and everyone in their mind has their sort ofmindset and perspective or perception, if you will, of what a telecom company does, what might differentiate them. when you're hiring outside of telecom and you're bringing in kind of those passionate customer-focused sellers, I think by default you're breaking the mold because they're not just going to go sell a commodity because they don't know anything about it.Steve Smith (08:03)Ahem.Well, and them not knowing about it is a huge advantage too. When we brought people on, it's literally like you get a focus group of people that will tell you how to sell the product because we get in a rut. We use acronyms. Telecom is notorious. We have a lot of acronyms and we get so used to saying and we forget. We think we're selling technology, but it's really a solution. And when you bring someone in that's not from the industry, they'll tell you how you should sell it because it speaksSo you have this own group and I tell them this constantly I'm like always go back to when we first talked like that's the perspective I need don't get wrapped up in the doodads and the Connectors and the acronyms think about how we positioned the product in the beginning and how we spoke about it a good example for us was in the beginning talking about packages for residential customers we Decided that most people most people really believe the internet is the Wi-Fi in their houseAnd most people know how big their house is, how many rooms they have and devices. So we've designed the packages around square footage in homes. And if your home is about this big, most people know, then you probably should have this package. And that made sense. It was easy to talk to people about that. It was a lot easier than trying to tell them about speeds, which nobody understands. The quality of a speed, like a fiber versus a wireless connection or whatever, theyKK Anderson (09:25)I still don't understand that.Steve Smith (09:28)Yeah, nobody does. They just want it to work. They will not say the internet doesn't work, they'll say the Wi-Fi is out. Well, what's the Wi-Fi isn't working. So that's how they relate to it, and that's how we started positioning the products in the beginning. But to get out of that commodity mode is difficult, and it is a race to the zero. And what we decided initially was we would be fiercely local.we don't have, a lot of companies have a mission statement. We decided to have a, why. Why do you come into work every day? And we followed this, Sinek is the one that invented this. He wrote a book, you know, Find Your Why. And if you find your why, then people do more. And our why is to improve the quality of lives of the communities that we serve through technology. And that's it. So if you take your why and apply it to problems as you go through the day,KK Anderson (09:58)Mm-hmm.Steve Smith (10:12)It's really easy to get to a customer focused mindset. We're there to serve. So we talk about the communities we serve and our customers live in these communities and we want to be their local internet company. And we have customers online say, that's, I have, you know, I love my Live Oak. And that when they say that I'm like, okay, we're, we're on message. on, we've, we've, it's the best feeling and it's more than internet. You know, it's we want them to be aKK Anderson (10:30)That's gotta be the best feeling.Steve Smith (10:36)partner they value, not a bill that they tolerate. I think if you rate different types of things that people spend money on, the things that they really hate to spend money on or hate to interact with is the dentist. Sorry for all the dentists out there, but you already know that. But then it's the cable company and probably a close second is your mobile company. And you don't really care to hear from them. You get a bill, you pay it, my gosh, is it really this much this month? And you don't get any interaction from them or any great ideas.We look at as we try to change that paradigm and make it a better experience if they do interact with our people. So, hey, let me help you get your streaming hooked up. Some companies will outsource their technicians. We have full-time technicians. Full-time technicians with Career Path, because that's really the face of our company. Yeah, they're gonna see me, unfortunately. I have a face for radio. Maybe they'll hear me, but they're gonna see those technicians, or they're gonna remember them by name. And sometimes they take their cell number, because they're gonna stay and make sure, hey, I'm gonna...I want this to be almost a white glove experience. When I leave the customers home, everything is going to work. The gaming is going to work, the stre…

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    Ep. 92 – Building Tech-Enabled Revenue Teams with Jamie Wilkinson – Part 2 Sep 09, 2025
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    In Part 2 of this Selling the Cloud episode, Jamie Wilkinson, CEO of Smart4Cloud.ai, continues his insightful conversation with Mark Petruzzi and KK Anderson on how today’s revenue teams must evolve beyond job specs and tech stacks.From building integrated, cross-functional orgs to navigating partner ecosystems, Jamie breaks down how human-centered leadership and honest business assessment unlock true scalability. He also shares the key attributes that define top sales leaders and how to spot high-impact talent in any market.What You’ll Learn:Cross-Functional Alignment is a Growth Lever: Why modern revenue teams can’t operate in silos and how top-performing orgs build “fluidity” between sales, finance, tech, and marketing.Humanizing the Hiring Process: How Jamie’s commitment model goes beyond résumés to find high-performing candidates who align with the company’s story—not just the bullet points.AI Isn’t the Enemy or the Answer: Jamie shares a grounded take on AI: it’s not about fear or hype, but about how humans apply it to improve real lives and sales performance.Build or Buy? Market Expansion Strategy: Jamie discusses when to build internally vs. leverage partner ecosystems, and why brutal honesty is the real unlock for scale.Agility, Honesty, and Culture: The traits Jamie believes will define successful GTM teams over the next 12–18 months.Key Topics:Aligning technical, sales, and product leadershipHow to recruit talent that thrives in integrated orgsGetting past fear-based narratives around AIInternal vs. external capability buildingLeadership traits that matter in “normal” marketsHow to spot people with “G.A.S.” (Givers who actually… care)Guest Spotlight: Jamie WilkinsonJamie Wilkinson is the Founder and CEO of Smart4Cloud.ai, a human-first revenue talent partner for modern B2B teams. With deep experience in building technical + sales hybrid teams, Jamie brings practical wisdom and a no-BS approach to growing revenue orgs that work.Resources & Mentions:Part 1 of Jamie Wilkinson’s episodeGuest Mention: Napoleon Baligan, founder of 1-800-MattressReference Book: To Sell is Human (by implication)Podcast: Selling the Cloud🎧 Listen now and follow Selling the Cloud for more GTM insights from leaders who’ve done the work. Subscribe wherever you get your podcasts.Mark Petruzzi (00:31)KK, can you take us into topic three?KK Anderson (00:33)Yeah,the third topic is what we're calling the integration effect. So it's how technical excellence amplifies sales performance. And I just would like to piggyback on what you were just saying about the destination, right? destination. And so when we think about the strategy around how to get to that destination and the alignment between thetechnical leaders, product leaders of an organization, the revenue leaders, the marketing leaders, like all of the different kinds of cross-functional like that's, how do the best revenue leaders orchestrate these various functions so that everybody is going to the same destination?Jamie (01:13)I think there has to be a fluidity and an alignment there. I think if you look at kind of years past when I first came into the industry or even was just working right, I think everything was very. Segmented And that was too many hits from American football.Everything was very segmented finance was finance compliance was compliance tech was tech sales was sales Marketing was marketing. But if you look at a really successful business now, there's a fluidity and there's an alignment where it may not Completely gel together but the best Finance guys are the people that are understanding what's happening in sales understanding what's happening in marketingunderstanding what's happening in compliance and how that's relevant to what they're doing in finance. The best salespeople are understanding what's happening in finance and how they can utilize that or what's happening in tech. So I think that if you look at any amazing business, particularly SMEs, right? Who are massively profitable and charging forward a dramatic rate, those businesses will be very in twine. They won't be segmented.everybody will have some kind of touch point on everything. And I think the difference between 20 years ago and now is that alignment and that kind of fluidity between the different parts of the business.Mark Petruzzi (02:40)Yeah, and you know what? I was putting together some of these questions and what I wanted to get to is how much better you are and your company is at recruiting sales leadership and sales reps because of the fact that you also recruit those technical skills as well. Or for example, in Salesforce, you recruit, you know,technical architect, solution architects, all of that. And maybe I even restricted us a little bit with some of that thinking as you've already brought us into some other areas. So what I'm taking away here is the importance of, as you're describing, the integration between all these functions. We're talking about technical mostly, but whether it's coordinating with marketing or product management or...All of that stuff, the more you can bring to the equation, especially in today's age, the more valuable you are as a recruiter to your clients. the clients, so the companies now, I mean, in general, you've seen deals won and lost time and time again because of this whole coordination between sales and these other functions. When you recommendI guess maybe the biggest part of this question is when you go out and you find the talent for your clients, how do you make sure, how do you figure out who's gonna be world-class at the collaboration or who's gonna be average or worse?Jamie (04:10)wow, question. For us, you know, we go through a process of, call it a commitment model, but it basically is the undressing of a, of an opportunity. you like, there was nothing locked out. Everything is visible. And again, you're looking at ultimately the conclusion of what somebody needs to do and what needs to happen. I think the play out with, with candidates is, is always the context thatrather than taking them through a stage process, you take them through a story or you take them through a journey. So this, you know, this is where we're starting and this is where we need to get to. This is your, your place in the process. This is your role in the process and understanding that they've got the ability to tell that story. Sounds a bit cheesy, but it's true. You know, it's kind of like, right. Okay. Rather than just reading the book, can you actually be in the book?And from candidates, I think it's really important to candidates as well, because we, so much of the industry sells jobs in bullet points and job specs, which are about as interesting as me. Right. ⁓ and, and we try and move away from that. We try and understand what people are actually needing, why they're needing it and what's going to happen if that, ⁓ that solution is fulfilled.So we can break it down into a much more real scenario. think we need to get away from, you know, boring ads with, you know, X, Y, and Z required, da, da, da, da, da, you know, the importance of talent solution providers like ourselves is the fact that we can take something that looks.pretty dull and bring it to life. Because when you bring it to life, it becomes real. And then you can understand who's going to do well and who's not. Clearly to a point that we can't control human beings, but what we can do is to really try and understand people and understand the role itself and how that's going to pan out. And I guess my overarching answer to that is try and humanize a job spec. There you go.Mark Petruzzi (06:31)Excellent. So KK, can you help us kind of pull this all together?KK Anderson (06:32)There's a, there's a.Yeah, I was just going to say there's ⁓ a big element of, in our conversation today and gosh, in the conversations I've been having all day around, you know, to sell is still human, to lead is still human. And yes, we have AI and we have some incredible robust ways to accelerate being human and to become superhuman, right? But it's human, right?Jamie (07:06)We are always gonna need people, but you know, I'm not in the side of the room where I'm concerned that iRobot is gonna take over the world and we're gonna have to run for the hills and we're gonna live in tents whilst the robots run the cities.The reality of it is, that right now where we are in life, there's some incredible technology that's allowing some wonderful things in the health industry, you know, probably more so than anything else. I think it's unbelievable what they're doing. But the reality is that all of these things are being built by humans, right? And all of these, all of these technologies are being created by people. People are always going to be here, right? People are always going to be pushing the narrative andI just think we need to get away from this kind of scaremonger scenario where people have, we're never going to, know, nurses aren't going to have jobs. Yeah, they are. They are right. Teachers. There's going to be no more teachers. Everybody's going to get taught by a laptop. No, that's not the case. Certainly not at the moment. And why don't we just stop kind of going one way or the other? Because I think there's a, there's a naturalnegative reaction to tech from certain people, know, my mother, for example, right, you know, the elderly, a lot of the time where they see it as a concern, it shouldn't be a concern. And it shouldn't be the answer. It should be, we have an opportunity to use some incredible technology to better people's lives, to help people's health.to help people learn, help people sell, help people make more money, so and have a better life and provide for their families. Like stop freaking out. It's not one way or the other. Like they're together.KK Anderson (09:02)ImagineMark Petruzzi (09:02)Jamie, I love that.KK Anderson (09:03)what we will be able to do.Jamie (09:06)I mean like, you're just stupid.Mark Petruzzi (09:09)And Jamie, that quote, think, it's profound. mean, it shouldn't be a concern. AI shouldn't be a concern, and it shouldn't be the answer, because it's not the full answer. so there's that happy medium. KK, you'll bring us to this final topic we had here that I look at it asJamie (09:23)Yeah.Mark Petruzzi (09:36)You know, what Jamie does as a recruiter, what good recruiters do, what good leaders do is, you know, the ability to bring this all together to increase sales effectiveness, to allow market expansions to happen quicker, more efficiently. So let's, if you have a question, jump in. If not, I have one too.KK Anderson (10:02)I do. it's hard, like going back to this last topic after such a profound statement that you just made there, I think, I can't wait to see the clips from this. But yeah, let's talk about market, market expansion strategy. So you work with direct customers through, you also work through systems integrators, right? ⁓ How should revenue leaders think about buildingJamie (10:13)God.KK Anderson (10:30)internal capabilities versus like leveraging partner ecosystems when they're when they're going to be expanding into new markets. Like do you have a philosophy or best practice? ⁓Jamie (10:42)no, I think my answer would be the same. think, you know, businesses have an opportunity right now to better themselves through technology, but technology isn't the answer because if we don't have the right people, then the technology becomes irrelevant. And I think, I think at the moment there is, you know, the market is pretty risk adverse, right? With regards to, you know, the economy's up and down like a yo-yo.And I think that people are concerned about cost and outlay, which I get, and they're not incorrect for having that. But I think.I think there needs to be like a truth pill. And I think people need to kind of take the truth pill and look at their business and be honest with themselves. And, you know, whether it's staffing or, you know, more heads, whether it's technology, whether it's, you know, the fact that what they have isn't great and probably needs rectifying in order for them to allow themselves to progress at a quicker rate.think people just need to be honest. think I do think there's a lot of the market at the moment, just, you know, they are like to call it the ostrich. You just find a bit of mud outside and whack your head into it and stand there for a while and pretend that everything's okay. Don't be an ostrich. Just be honest. You know, the only way that you can make things better is if you actually know what you've really got.KK Anderson (12:10)And I guess that determines whether you build an internal team or you use a, know, outsource it, yeah.Mark Petruzzi (12:11)Very interesting.Jamie (12:18)100%. Yeah. Or you do both. Or, you know, you, I think we, we had the, we had the steamroller of, of kind of post COVID where everybody was going bonkers and doing extremely well. And the economy was amazing. And there was a lot of over hiring and you know, we came out the other side and it was, it was pretty torrid. Um, and it was tough for everybody. It's, know, especially the recruitment industry and,You know, people ask me about the market now and quite frankly, you know, is it still bad or it's not good. it's terrible. It's kind of like, no, it's not. It's probably just normal. But we were spoiled and in a place where we thought that it became normality and it wasn't. We were, we were in, you know, we were on the, we were on a hot streak. were riding the wave all the way. And then all of a sudden the wave stopped and we fell off. And I think now the ocean is just kind ofbobbing along right normally but I do think that there's an opportunity out there for every business owner for every sales leader for every salesperson be agile be fluid understand the opportunities and the people that you're working with be thorough be honest and you'll be fineMark Petruzzi (13:38)All right, so we need a little bit of Jamie prognostication here and some forecasting. So looking ahead 12 to 18 months, what capabilities, you know, across the board here, let's keep it more around sales leadership and other leadership within a company. What will separate the leaders who can scale their businesses successfully in this market?that you're describing this normal market rather than the abnormal market we had for four or five years. And what should these leaders be investing in now? And I know one thing you're gonna say is people, and that should always be a core part of it. And they should. ⁓ But what else? Like how do they put it all together?Jamie (14:32)I agility is really important right now. I think any business that allows themselves to be agile and move accordingly is gonna grow at a better pace than others. I think being stagnated and just doing what you do isn't the market anymore. It's not a transactional market. That's not what we're in.We're in an opportunistic market. think understanding your product, understanding what you're doing and understanding what's working is important. And I think it sounds kind of crazy that I'm saying that, but I do think that there is a real problem with that right now in the industry, in certain, in certain businesses. think ⁓ understanding your people, understanding who's in and who's not.I have a term that I use all the time and I say, you know, the most important thing to me and my busin…

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    Ep. 91 – Building Tech-Enabled Revenue Teams with Jamie Wilkinson - Part 1 Sep 02, 2025
    Show notes

    In this episode of Selling the Cloud, Jamie Wilkinson, CEO of Smart4Cloud.ai, joins Mark Petruzzi and KK Anderson to explore how the best revenue organizations combine technical talent and sales leadership to create scalable, high-impact GTM engines.With 25 years of experience in both technical talent strategy and revenue organization design, Jamie breaks down how CROs and CEOs can avoid siloed growth models by integrating sales and technical infrastructure, especially in today’s AI-powered ecosystem.What You’ll Learn:Tech Talent as Revenue Infrastructure: Why roles like solution architects, SEs, and customer-facing engineers are now critical for sales success, not just delivery.Overcoming Tool Sprawl: How to focus less on “more tools” and more on extracting real value from your existing stack.Culture > Tech: Why a strong leadership culture still outperforms even the best tech when it comes to execution.The Visibility Gap: How AI platforms like Collective[i] help sales orgs see what’s really happening so they can coach, forecast, and prioritize smarter.How to Hire for AI-Era Sales: What today’s technical-hybrid sales roles look like, and how to recruit for adaptability, not just hard skills.Key Topics:Sales leadership architectureCustomer-facing technical roles in modern GTMStrategic use of AI tools in sales orgsAligning technical capabilities with deal velocityWhy forecasting is broken—and how to fix itThe difference between productivity KPIs vs. outcome KPIsRevenue visibility and operational clarityLeadership lessons from elite team sportsGuest Spotlight: Jamie WilkinsonJamie Wilkinson is the founder and CEO of Smart4Cloud.ai, where he helps revenue leaders architect both technical and sales teams to drive market advantage. With a background in elite sales recruiting, technical hiring, and growth strategy, Jamie brings a unique lens to what it takes to scale high-performance organizations in the AI era.🎧 Listen now and follow Selling the Cloud for practical GTM strategies and sharp conversations at the edge of sales, leadership, and growth.Mark Petruzzi (00:00)Welcome to today's episode of Selling the Cloud podcast. We're excited to welcome Jamie Wilkinson, CEO and founder of Smart4Cloud.ai. Jamie brings nearly 25 years of experience helping revenue leaders build both the technical capabilities and sales leadership teams that drive predictable growth. As the founder of Smart4Cloud, he specialized in understanding how technical talent strategyand sales organization design work together to accelerate revenue. How it works across cloud SaaS, cloud pass and AI management platforms. However, what Jamie truly unique is his dual perspective on revenue architecture. He understands both how technical capabilities enable sales success and how sales leadership structure determines market execution.At Smart for Cloud, he's helped revenue organizations across financial services, healthcare, energy, and technology sectors build integrated teams where technical excellence and sales leadership amplify each other. Jamie has seen how the best revenue leaders orchestrate both technical talent and sales leadership to create competitive advantages. Today, Jamie will share how revenue leaders should architect both technical capabilitiesand sales organizations for maximum impact. And also why traditional siloed approaches limit growth and how CROs can build integrated revenue engines within their overall go-to-market strategy. Four themes we'll explore today. Technical as revenue infrastructure, building customer-facing technical capabilities.sales leadership architecture and designing world-class revenue organizations. let's jump in. And first off, Jamie, again, thanks so much for joining us today.Jamie (01:58)No problem. My pleasure.Mark Petruzzi (02:01)Awesome. Okay, topic one, technical talent as revenue infrastructure. How do you build customer facing technical capabilities that help supercharge your selling model and your sales effectiveness? So Jamie, most CROs think of technical hiring as someone else's problem until a deal stalls because they don't have the right technical expertise for customer success.How should revenue leaders think about technical talent as a revenue accelerator?Jamie (02:33)Wow, I think, the first thing that comes to me is the fact that we have to, we're in a changing world right now where the AI's presence, technical presence is becoming larger and larger within any organization, whether it be a manufacturing company, whether it be a financial services business, whether it be a sporting company, a media company.And I think we're getting lost at the moment where we're not understanding how to fuse human beings with technology. And I think that there is almost an air of arrogance and concern around tech and how it can enhance. think too many businesses see it as a cost rather than an aid and assist.another weapon in the armory. I think there's a big problem at the moment where there was millions and billions and trillions of dollars spent on tech without a real understanding of how to use it or utilize it. And no market is something that we've talked about at great lengths. I think there's businesses that have spent a fortune on tech, whether it be a CRM, a HCM, whatever it might be. Andthere really isn't a true understanding of how they can maximize or utilize the technology that they've embedded into their businesses. And I think right now, for me personally, and what I'm seeing in the talent space and what I'm seeing specifically in a lot of partners is that there isn't an understanding of how they can use the tools that they've purchased or brought into the business. And then the partners with the end users,Whilst there can be a focus a lot of the time on new tools or upgrades, I think there needs to be a slowdown in what people are doing and actually to look at what they've got and how they can maximise that and do they need to bring in talent or...additional resources to allow them to actually utilize the products that they have or do they need to bring something in to allow that product to work to its fullest capability because so many products at the moment are fusing together. This isn't a one product market. know, every CRM is linking in with 10, 15, 20 different products.So right now it's, I think it's a question of how can we use, what do we need to use, and then how can we use it to the best of its capabilities? Because I think there's a a huge divide at the moment and lack of understanding.KK Anderson (04:50)You know, what's interesting is that so internally, like you're describing for, for your own texts, your own sales tech stack, it's, everyone will tell you it's bloated. You know, it's fragmented. it's all point, you know, pointing to a specific one problem. All of them say they're AI, different kinds of AI. It's just, there's a, there's a million different directions, like you said, that you, that you can go. But when you're hiring.And when you're staffing for your clients and they're looking for like a sales engineer, right? Or a technical role, even on the customer success side of the go-to-market, someone who will be nurturing that account, working that account from a technical perspective. customers now are demanding more AI capability or different...I don't know, iteration of different tools and programs to the point where those technical roles are more imperative than ever when it comes to being able to retain or expand an account. So how do you hire for that? What technical roles from a staffing perspective are absolutely critical for a sales organization to have on both sides?Jamie (06:03)Well, if you look there's some really good examples at the moment and I won't name companies specifically because I wouldn't be professional, but there's certain GSIs out there that have spent billions of dollars on creating AI platforms that theoretically is taking care of a part of the process, albeit web design and a lot of the administration. But if you look at the upper arcals, the solution architect or a technical architect, this is very muchbased upon a human being and their capability and their enhancement of the technology and the AI that they're using or utilizing in the lower echelons of the program. You can't have one without the other. And at the moment, there's so much reliance upon tech in the context that people think it's gonna solve problems. It will, if the people that are using it know what they're Otherwise it won't, it will create more.So technology, listen, I'm a technophobe, right? It freaks me out every time we get a new piece of software. But the reality of it is if I know how to use it and the people that are teaching me how to use it or implementing it are doing a good job, it's going to enhance my business or me personally. But if I don't know how to use it or I don't know how to utilize it within my business or why it's there, it becomes a problem.So right now I've seen multiple businesses almost they're going overboard on tech. There's too much tech. It's kind of like slow down, understand what you're using and what you're using it for and how it can enhance your business. And you need people in order to do that. You can't install tech and then the tech, a robot walks into the building and sits next to you and has a chat. people for tech.don't get me started on the videos of them playing football and falling over and and then falling out of the ring. I mean, ridiculous.Mark Petruzzi (07:43)that's great.Jamie, you brought me right into an area that I wanted to cover before we go too deep in the rest of ⁓ our analysis here. So I wanted everyone to hear that beautiful British accent that you have for the people who don't know you. ⁓ I also should share ⁓ I'm friends with Jamie. So, I don't think he'll that?Jamie (08:05)supposed friends.Mark Petruzzi (08:06)Exactly. Some days. Exactly. So a couple of things I want to share about Jamie so you see the perspective of kind of how we've been able to build these businesses. Not only is he a brilliant individual, he's got that British accent now, although I guess he's officially American because he was born in the US. He spent a lot of time in the UK, which probably stopped him from getting that NFL contract.It was a little harder to pull off an NFL contract when you're in the UK for most of your life, but he's played American football. He's really, really good at it. I don't know if you could see it all. ⁓ Well, better than me. So we talk about how he tried and failed at a couple of the opportunities to go in and get in front of NFL teams. And the beauty is he's tried and failed.I've failed and failed because I've never been in front of an NFL team, although I did play a little college ball. So I share that because, but it comes down to, you know, a lot of us really good sales leaders, recruiting company leaders like you are. We leverage our athletic perspective and idea as well into how we build teams and how we build productivity within our teams.Let's jump into an example and maybe you can give us an example of when you've had the right technical hire that you help bring, it helped get into an organization and it immediately enabled the sales team to close bigger deals or accelerate their sales cycle as a whole. Talk about the revenue multiplier effect and how important that is. And the last thing I'll say on this before I hand it over to you, Jamie, is the fact that when it comes down to it,this happens in the services companies we work with over the years. Certainly it happens in the SAS market, the general technology sales side. But man, it's happening in manufacturing companies and med device companies like that technical side of the equation, no matter what your industry and almost all companies other than commoditized organizations. And that's what I really feel like you have.Such a perspective on that that most of us have never really been able to think about and pull together. So share an example or two there.Jamie (10:15)Sure, I'm actually going to share an analogy from football. By the way, I was never good enough to play. I just tried and failed. So thank you. Definitely. I was nowhere near where I needed to be, but it was fun. But a football analogy, when you think about technology and you think about business and how you can utilize that technology for the best for the business to increase revenues and culture capability output.It's no dissimilar to a football head coach with a playbook. So if you think the playbook is the technology and the people are the players, the playbook only works if the players are correct. And if the playbook is fantastic and the players are terrible, they're still going to be terrible. And if they don't understand the playbook, the plays aren't going to work.So that's my first analogy. You know, love an analogy. And second of all, the most important thing for me, and I've seen it in multiple businesses, in multiple strains, whether it be a lead generation tool, CRM, a really amazing automation system, they all come back to the same thing in the context that the best products or the best technologyallows you to see your business and what's happening. Whether it be a CRM, Mark, whether it be, the product that we talk about a lot and KK, right? It's about, it's like a greenhouse. The best technology basically just uncovers everything.So from a sales leader perspective, you can see exactly what's happening. You know, what are people doing? What's the forecast? What's working? What's not working? What's good? What's bad? What's indifferent? How can we push further on this? How can we pull back on that? People should be using technology to understand their businesses first and foremost, before they do anything. Because unless you understand what you're dealing with, everything else is irrelevant because it's like boxing in the dark. I mean,You're going to swing punches and you're not going to hit anything. So the first thing I would say about technology is allow yourself to have tech that absolutely strips away any blinds, curtains, nets, any darkness. So you can see everything good, bad, ugly, indifferent is irrelevant. Unless you can see what's in front of you, you cannot enhance it. That's my biggest lever with regards to tech.KK Anderson (12:17)That's really fascinating. You're describing collective iron, aren't you? though. You have the visibility, the transparency to just be able to see. And a of times, it's what people aren't doing. There are so many hanger-ons. I feel terrible saying that, but I see it all the time. Sellers who are in roles, they're not hitting their quota. They haven't been hitting their quota.Jamie (12:25)for sure.KK Anderson (12:37)And what do you know? They're not even in, I actually had a coaching call today and the guy I was coaching was like, this guy's ghosting me. He's not calling me back. I'm like, well, how many times have you called him? Once. it's gotta have been more than once. We go look in the CRM. It's been like twice over a three week span. It's like, you know what I mean? And technology just shows you that kind of thing right away.Jamie (12:58)mean, it's like it's like having an automation system, right? Which is, which is fantastic and allows you to, you know, keep in contact with people and jogging memory or send an email,…

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    Ep. 90 – Breaking the CRM Mindset – Why AI and Agile Selling are the Future with Stephen Messer Aug 27, 2025
    Show notes

    In this episode of Selling the Cloud, Stephen Messer, co-founder of Collective[i] and LinkShare, shares a bold and timely vision for the future of sales—one that trades CRM inefficiencies, seller churn, and impersonal cadences for AI-powered intelligence, real buyer relationships, and a return to value-based growth.Stephen unpacks how Collective[i] is building the world’s first economic foundation model for B2B sales—a neural network that learns from billions in live market signals and transforms the way companies forecast, prioritize, and engage. If you’re leading a revenue team, this episode will challenge how you think about data, your CRM, and the very structure of your go-to-market engine.What You’ll Learn:The Real Cost of Today’s Sales Stack: Why CRM-driven workflows have created inefficiency, seller burnout, and buyer distrust.How Collective[i] Works: The power of neural networks that learn from shared, anonymized go-to-market activity—while keeping client data private and secure.Cruelty in Sales (and How to Fix It): A raw and honest take on how modern sales workflows punish reps and buyers—and how AI can fix it.The End of Data Entry: How Collective[i] automates pipeline visibility and eliminates the need for reps to “feed the system.”The Rise of Relationship-Centric Growth: Why trust, storytelling, and insight—not spam—will win in the next generation of GTM.Key Topics:What’s wrong with current sales tech (and why it’s unsustainable)How Collective[i] trains its neural net to understand real buying behaviorThe shift from CRM-driven sales to AI-first revenue intelligence“Lifeguards” and the shadow sellers that make or break dealsWhy buyer relationships have eroded—and how to rebuild themThe moral case for better GTM designReal examples of AI uncovering hidden pipeline riskWhy average sellers will become exceptional (or obsolete) with AIGuest Spotlight: Stephen MesserStephen is the Co-Founder of Collective[i], a next-gen AI platform reinventing how companies forecast, collaborate, and close. He’s also known for co-founding LinkShare, the affiliate marketing pioneer acquired by Rakuten for $425M. A seasoned entrepreneur and thought leader, Stephen now leads Collective[i] in building the world’s first neural network for B2B sales.Resources & Mentions:Collective[i] – WebsiteCI Forecast: Collective[i]’s weekly go-to-market leadership eventBook mentioned: Predictable Revenue (and its long-term impact on sales culture)Topics discussed: AI-powered forecasting, seller efficiency, CRM alternatives, cadence fatigue, relationship rebuilding, data trust modelsListen now and follow Selling the Cloud for more unfiltered GTM insights from the leaders shaping the future of sales.Mark Petruzzi (00:00)Welcome everyone to Selling the Cloud, the podcast where we decode the art and science of B2B selling in the ever-bombing world of SaaS. I'm your co-host, Mark Petruzzi. And I'm KK Anderson, excited to join you on this journey where each week we explore the strategies, insights, and experiences of some of the most innovative thought leaders in the world of sales today.Welcome to today's episode of Selling the Cloud podcast. We are beyond excited to have Stephen Messer, co-founder of Collective Eye with us today. For those unfamiliar with Stephen, he co-founded LinkShare, which revolutionized affiliate marketing and 10 years ago, co-founded Collective Eye with his amazing sister, Heidi Messer and brother-in-law, Tad Martin.Together they've created the world's first economic foundation model that studies how the world buys and sells. It's a groundbreaking development that is completely disrupting the sales landscape. Their neural network has roughly 5 % of the world's GDP under advisement today and growing rapidly. So what makes Collectivize so revolutionary? It is its deep learning and natural language processingthat allows predictive insights to come forward to sales teams with amazing precision. It boosts productivity and it delivers clean, powerful data back into CRM systems. This is a true game changer for sales organizations. It enables teams to make smarter data-driven decisions and scale effectively. This episode is packed with valuable insights for sales leaders, so be sure to grab a pen and take notes.You'll probably want to listen more than once as well. Here are three objectives for today's episode. Steven, to learn how you and your amazing team has built the most powerful neural network in sales tech, creating competitive advantages for your clients, what it means to become an AI-charged selling organization, and why that's crucial for sales teams today, and why traditional CRM datais often inaccurate and how it impacts sales effectiveness and how CollectiVie is cleaning up CRM data across your client base. Steven, let's dive in. You've had an incredible career from founding Lynx Air to now leading the charge at CollectiVie. Can you walk us through how you got to where you are today and what has led you up to being a guest here on Selling in the Cloud?Well, thank you for first of all, thanks for having me here and thank you for letting me reach your audience. I know how important your audience is and I'm excited to have the opportunity to talk with them. So going back in time, you know, I've been fortunate enough to work with my sister and now my brother-in-law. I think all of us have one thing in common, which is we grew up in a world where revenue is really important. My father passed away when I was very young. My mother took over the family business.that they had created together, which was a corporate maintenance business. We literally cleaned offices and from a very young age, we would sit around the table talking about what it takes to make sure that we could make it through another week. And for anyone here who's listening, almost all people I know who are involved in sales found their way there in some way, or form, because they were willing to take the risk to grow something and make something more meaningful for their family. So.Whether it LinkShare, which is really just a commission-based selling on the web, which we started in 1996 and sold to Rockington in 2006, or Collective Eye today, which is really to support for collective intelligence to help sales professionals and revenue organizations really upgrade. I think the one commonality was freeing up people from the fear of what it takes to make the number that they need to, to support their family.and also providing a better service for their customers, which all entrepreneurs think about endlessly. Wow. Stephen, can you walk us through, you know, what were some of the, what did it take and what were some of the challenges of building this incredible neural net that you've built here at CollectorEye? You know, it always seems obvious after 10 years of struggle. I think when we started the business 10 years ago, we beganon this concept of first principles, which is, okay, you have a new technology neural nets. Now this is before chat, GBT became popular. ⁓ but we, we would look back and said, okay, this is a powerful technology. It's going to change the landscape, but it operates a lot differently. One of the things that needs the massive data set to learn. And for those who don't know, chat, GBT is great. Anthropics great, but they're for the most part studying language.So they're really good mimics of how the world operates. It's auto fill to the max. Let's put it that way. But they're not able to learn everything. And in many ways, it's a general type of, ⁓ or a very narrow type of intelligence as opposed to general intelligence that humanity has. So we look back and said, okay, could you apply this to Adam Smith's problem of the invisible hand, which is the economy operates in a way that you can't... ⁓follow. But if you could follow, you could optimize it. And we had some early examples. ⁓ If you go back 10 years and you look at Uber, you might have said, okay, let's get this straight. You've got a web app that's going to connect supply and demand around livery, car service. ⁓ How are they going to be able to maximize and operate the entire world of taxis, ⁓ rental cars, ⁓ you name it. ⁓ And here we are 10 years later andNot only have they done that, but they've optimized to make sure cars are in the right place, that they're getting the right fee, that the good drivers are getting the best passengers. They have done this very quickly and they really leverage a lot of neural nets to help figure out everything from pricing to matching. And we looked and said, okay, early on, this is a proof point that if you can aggregate enough of a particular economy in one place, you could really optimize it. Now everyone said, no one's going to share data. Nobody would do that. In fact, II would bet there are people on this call who are watching this video who are saying, yeah, my company would never do that. But we look back at first principles said, do people do this already? And sure enough, if you look at almost every company today, not only do they do it, but they do it in the majority of the way they operate their business. I'll give an example. Would you ever lend or extend credit to a customer based on their payment history to you alone?I mean, if you want to get fired, you would, but almost always you go to a credit bureau. And what do you do a credit bureau? You give this neutral third party a history of how everyone's paid you. They combine it with all their customers and they give you back a credit score back. Now it doesn't give anyone's history away. It keeps everything confidential. Yeah, that works. We do it in Google every day. You do a Google search. Trust me. They see all of your competitors searches, the companies they're looking for, the people they're trying to find. Same thing with LinkedIn.That happens. You do that with advertising. Your advertiser on one hand is being bought through Google and trying to leverage their network to find the right buyers and other places like that. And we do that happily with lead gen. We do that happily in all the places we are at. But then it comes into our company and we say, no, we can't do that. The only revenue groups have done that. And in exchange, they end up being the most expensive portion of the business with the least results.And so we said, that's got to change. And so for 10 years we've gone out and we now work with some of largest companies in the world, regulated around the world. ⁓ And sure enough, when they do their details, they realize not only is this more secure, not only is this better, but it enables us to have better returns. And that's sort of the flywheel effect that has made our business grow so quickly. Yeah. You know what? It's, it's been amazing to, to watch you build this over the years and to see how these large companieswith all their attorneys and everything else have dove in. And it all comes down to the way you keep all this data blinded and private. But what it brings is this amazing data when you can put it together in this kind of way is so much better than just one company's data. And it's also so much more impactful.because as you build this into this amazing neural network, it's really, I guess it's all about the data and not about the data all wrapped up into one. Meaning it's about what this data together in this combined collective way can help you do for your clients and help you really predict what's going to happen next with your clients. So can we go little deeper into that and how does it reallyto give a competitive advantage when you have this kind of data and you have this type of intelligence behind you, AI intelligence behind your go-to-market, what does that do and how do you create these sustainable competitive advantages that you're helping your clients drive every day?Well, let's start with something that I think is important. There's a lot of leaders. You reach probably the best leaders of almost any group of I've ever come encountered. And what I think is hard for them to fathom in this change is the recognition of the amount of cruelty that the current model pushes on employees and customers. Let's cover that. And then I'm going to talk about what it does to change things.Because I would argue there's a lot of your leaders that are listening to this thinking, what do you mean? I'm not cruel at all. You know, this is just how it's done. But there is a huge amount of cruelty. Let's start with the sellers and the revenue organization. Think about the cruelty of asking somebody to go in, log everything they do every day, non-revenue producing their commission based sellers, go in there, log what they do, find the people that they're supposed to talk to, try to hope to turn leads into something meaningful.and basically prospect all day long when we know for a fact that 85 % of revenue comes from references and referrals.Think about the cruelty of asking them to learn how each different group buys as if they're Columbus or Magellan. Now we know about Columbus and Magellan because they survived the risky journey. But there are a lot of explorers that did not, and we do not know their names. And if you think about sales today, the average churn rate in a sales organization is 35%. There is a cruelty to everybody involved.in setting people up for that kind of failure rate. If you think about your customer, it's even worse. And you know this, we have bombarded them. We have machine gunned them to death with communications. To try to get to the 15 % of prospects we don't know, we are willing to destroy our brands and our reputations by bombarding them with these cadence tools and bombardment tools to the point where they now hide from us.And I will tell you, we call it cadence when we send it, but it's spam when we receive it.And you cannot change those terms. Why do I say that's cruel? Think about a customer today. Well, let's go back 20 years when sales was a relationship driven event. I promise you for every leader that's listening to this call today, they remember a time when, when there were events, they were invited by their customers to join dinners. Frankly, in revenue, we were the most fun people. We had connections to everyone.We knew about every job opening and we knew everything that was going on in the companies. And like McKinsey or BCG consultants, we knew what was being successful and our customers appreciated our ability to share insights that we had gleaned from an overall market. They valued the time we spent with them. We built relationships. We took them with us over time. We kept them honored. It was our job to make sure that the rest of the company delivered the results and those buyersWe it because we helped them become more successful and grow their careers. And the more we helped them, the more they helped us back. Here we are today. They hide from us on Slack. They hide from us on groups. They have groups together where they tell us we're not allowed to join. When there are events, they try to hide from us in every way possible. We are no longer invited to them. When we try to invite them to speak, they don't want to speak to us. When we give them advice, they think it's biased.They do not see us as the partner they used to see us as. If that is not cruelty to everybody involved, I do not know how to help you. So AI offers us a chance to change all of this. And I think when we think about the network that Collective Eye has built and the community that we are building, it is to look and say it is our job not to go to the lowest value.And in fact, I think all…

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    Ep. 89 – Living Interfaces, AI Agents, and the Future of Growth with Josh Payne - Part 2 Aug 19, 2025
    Show notes

    In Part 2 of this Selling the Cloud conversation, Josh Payne dives deeper into the future of AI-first growth teams, and how CoFrame is helping B2B orgs replace legacy handoffs and static workflows with continuously learning, automated systems.Josh shares how teams are deploying AI to automate experimentation, generate code, and even shape strategy in real time. He outlines what it takes to build with AI in production (not just in prompts), how roles like “growth engineer” are evolving, and why building competitive advantage in 2025 means more than just adding ChatGPT to your stack.What You’ll Learn:How AI Is Reshaping Growth Roles: Why marketers are evolving into orchestrators, engineers, and agents of optimization.Beyond Prompting—Toward Infrastructure: How CoFrame builds stable, repeatable workflows with AI that can learn, adapt, and improve continuously.Real-World Agent Use Cases: From UI code generation to multivariate testing and funnel orchestration, Josh shares how real AI agents are driving results.Why Speed > Strategy (Sometimes): Why fast learning cycles and live tests can outperform static GTM plans.How to Start Now: Advice for teams getting started with AI-based systems—without needing a research lab.Key Topics:AI in modern GTM orgsCode agents vs. code generationAutomating testing, design, and targetingThe rise of “quant growth” as a functionBreaking down silos with intelligent workflowsWhen to trust AI—and when not toCoFrame’s real-world implementation storiesGTM roles of the future: orchestrators vs. operatorsGuest Spotlight: Josh PayneJosh Payne is CEO of CoFrame and a leading voice at the intersection of AI, UX, and growth strategy. A repeat founder and AI researcher, he previously created GPT-Migrate and led growth products at top SaaS and fintech companies. His mission: make the web feel intelligent again.Resources & Mentions:Website: CoFrameConcepts: AI agents, orchestration layers, living interfaces, growth stacksTech Stack Mentions: GPT-4, Claude, OpenAI fine-tuning, VWO, Retool🎧 Listen now and follow Selling the Cloud for more GTM conversations on scaling with AI, orchestrating growth, and building what’s next.Mark Petruzzi (00:02)Welcome to today's episode of Selling the Cloud podcast. We are excited to welcome Josh Payne, founder and CEO of CoFrame. Josh is a serial entrepreneur and AI pioneer who has co-founded multiple successful companies, including Autograph, a 2 billion plus unicorn backed by A16Z and Access Bell, which has been acquired by Tata.He's also the creator of GPT Migrate, one of the first popular coding agents and has authored over 20 papers and patents in AI. At CoFrame, Josh is building the future of digital interfaces, websites and apps that continuously optimize themselves using AI. The company recently raised 9.3 million from Coastal Ventures.and partnered with OpenAI to develop breakthrough UI code generation technology that's driving a 30 % plus improvement in conversion rates for mid-market and enterprise clients alike. Today, Josh will share how AI agents are revolutionizing growth marketing and website optimization, what it means to build living interfaces, and how go-to-market teams should prepare for the autonomousoptimization era that we are in today. So welcome, Josh, welcome.Josh (01:31)Thanks so much for having me, Mark. Good to see you.Mark Petruzzi (01:33)Excellent. Thank you. Okay, four themes we'll focus on today. From static to living, the AI powered interface revolution, the OpenAI partnership building visually grounded AI at scale, autonomous growth, how AI agents are replacing manual optimization, and the future of marketing technology and growth engineering. So first area here, Josh, for us to jump into.You describe CoFrame as creating living interfaces rather than static websites. What's fundamentally broken about how we think about digital experiences today?Josh (02:15)Yeah, so the problem with digital experiences as we know them, it comes on both sides. There's the problem from the business side, which is that it takes a lot of effort to make these digital experiences like websites or apps better for our customers. And people tend to spend a lot of money and time doing so. On the customer side, it's also an issue because you have these experiences that are one size fits all. They're not adaptive. They're not personal, you know?They lack the context of you as a person. And the way that we're approaching this is the problem is, let's think about this from the ground up. If you could redesign the concept of digital interfaces today in a world where AI is possible and as powerful as it is, you know, look at the trend of where things are going in terms of the capabilities that it has. How would you design these customer experiences?And that was really our impetus, which was, let's think about a world in which these digital interfaces were living in a sense, they could be adaptive and personal from the ground up. And so what we're doing essentially is, is enabling that capability for the businesses that we work with and their customer experiences, allowing their, their teams to not have to do all that grunt work and trying to continuously stay on top of.⁓ of making those customer experiences better at great cost and ⁓ great time.KK Anderson (03:51)Like, what would a use case be or an example, just to go a little deeper into living interfaces? I think it sounds amazing.Josh (03:59)Absolutely. The biggest one that we focus on at the moment is website optimization. So you're probably very familiar with the idea of websites being a conduit for which consumers can interact and transact. And the problem with websites today is that, like I was mentioning, it takes a lot of effort to improve the conversion rate ⁓ of these sites. 95 % ofplus of traffic on the internet doesn't convert, right? It's people who go to a website and they check it out and they decided that maybe it's not a fit for them or they don't get the punchline, they don't get the idea. And this is truer in other industries than it is, know, for instance, in e-commerce, this is a huge, huge problem because the website is everything, right? And, you know, consumer finance tends to be a big one as well. And so,What you end up seeing is ⁓ these teams spending a lot of time running experiments on these websites. You'll have a product manager or a marketer come up with a concept or an idea of what to test. They'll pass that on to a designer. They'll come up with designs and concepts. They'll then go and pass that on to an engineering team, which will go and implement the idea to be tested in the website. And that handoff process, that whole process takes weeks, sometimes months.to do. And just an insane amount of time, when you look at the dollar value of time, an insane amount of cost and headcount. ⁓ And so it's a very broken process. It's still very beneficial and valuable, because every win that you get, every better version of that experience, tends to give you significantly more revenue, because you're stacking those conversions over time. You start to see the compounding benefits.It's really, really painful. so the use case here that we're very focused on at CoFrame, at least, is bringing this idea of adaptive, personalized websites where different people can have different experiences that are suited to them to really help to increase that end KPI that the business cares about, usually a conversion KPI.Mark Petruzzi (06:20)So Josh, you have built multiple successful companies in different paradigms. What made you pivot from traditional SaaS to this AI-first approach with CoFrame?Josh (06:35)Yeah, I mean, this is a big question a lot of operators are facing right now, which is, how is the role of software going to evolve in this world of AI? I think we're seeing the commoditization of software. starting to see, on the flip side, we're seeing a lot of incredible new capabilities that AI is enabling. I actually think that one of the biggest opportunities right now in the space overall, in the world, istaking processes that are manual and take a lot of work and then applying ⁓ sort of an AI first mindset to that to figure out how can we automate or optimize different parts of that process and then deliver that outcome with way less effort involved. So an example here of what we're doing, know, conversion optimization, like I was saying, that kind of takes, you know, design and engineering and product management and a bunch of different manual functions that are tedious. And soOur approach was, can we break down that whole long process that is delivering the outcome, which is basically experiments for your website and use AI to significantly accelerate and then automate that ⁓ end to end. Now there's still human involvement for sure. And there's, there's like a gradient of, of involvement, right? But on the level of completely manual to completely automated, we're gradually moving toward that automation piece. And I think that that's.really the biggest opportunity currently in the world of AI is looking at what is currently manual and trying to figure out systematically how can we automate that and ⁓ make it not as painful ultimately.KK Anderson (08:17)So really interesting. where in your professional opinion do most companies go wrong when they're trying to optimize their websites and their digital experiences? And I heard what you said earlier. And by the way, once four to eight weeks have passed and the new website is launched, that content is stale. there you are going back at it again.Talk to me about where they go wrong and how you recommend that they shift.Josh (08:53)Yeah, soI mean, a big thing that I see a lot is people are just not testing enough. know, there's that when you look at the math behind conversion optimization and experimentation, it's pretty astounding. you know, if you like, think about ⁓ a series of tests that you run, you find a couple of wins within those tests. It's not like those wins are going to give you, you know, a boost of revenue for that month and then you're done. No, that win stays with you for good, for the most part.And they also compound over time. So if you find a 2 % conversion left here, a very small left here, you know, and then a 5 % over here, and then a 3 % over there, you suddenly have 10 % in aggregate conversion left. That could be 10 % more revenue, you know, over the course of forever. Right. And so that comp, that's why compounding is so powerful here, because you start to be able to see, you know, this like, this, this, this super linear growth.⁓ of your business value.Mark Petruzzi (09:56)Yeah, what I love about that, Josh, is you're kind of taking us to continuous, instead of periodic testing. it's just, and that's the beauty of AI and it's the beauty of the intelligence that it's building in some of these large language models that, like you said, it compounds, they get better, they get smarter, and that's phenomenal. And, you know, I guess we're putting the A-B test out ofJosh (10:05)Yes, exactly.Mark Petruzzi (10:26)at a commission at this point, because unless you want to look at it as A-B testing 24-7. yeah, so ⁓ what's the first thing a growth leader should understand about moving from this periodic optimization to this continuous AI-driven improvement?Josh (10:32)Yeah, A to Z testing.KK Anderson (10:35)Yeah.Josh (10:46)Yeah, so first thing is just like a mindset shift, right? A-B testing is valuable and it has its place. And you can still compound those wins over time with A-B testing. ⁓ We are now living in a world where the cost of creating new experiments is very low. So what I like to usually think through ⁓ when it comes to opportunities in the AI space is we talked a lot about automation, right?like taking something that is manual and autumny. I think that's the biggest opportunity currently. ⁓ Now, there's another piece of this, which I think is also very valuable, we think of that a lot, which is what wasn't possible before that is now possible. So net new superhuman capabilities. So first is taking a human capability and then just performing that. And then the second bucket istaking something that just wasn't possible before or feasible or reasonable to do and doing that. And so continuous optimization actually falls in that second bucket. The first bucket being here's how people are optimizing today with A-B testing. And we're just going to automate that. The second bucket is what new types of tests are now possible with AI. And I'll give you a simple example of this. ⁓KK Anderson (11:54)The superhuman?Josh (12:11)⁓ Let's see, Booking.com is actually probably one of the closest to this. They're a really, really advanced company when it comes to growth and optimization. They're running a thousand plus experiments at any given time. ⁓ But with their level of traffic, they could be running probably tens of thousands of experiments at any given time. ⁓ That's just not feasible to do ⁓ with ⁓ purely with human labor, right? It would just not make sense from an economic standpoint of time spent.KK Anderson (12:34)humans.Josh (12:40)And so yes, you'd have to cut tests off sooner. You'd probably have to use things like multi-armed bandits, advanced techniques to test lots more variants. ⁓ But in doing so, you're squeezing more value out of all that traffic that they have. And so if you can 10x your testing velocity, ⁓ that's A, not very feasible to do without the assistance of a technology like AI. But also B, it's very valuable if you can do it.And so that's where we see this idea of continuous testing coming into play.KK Anderson (13:16)and that compounds over time. Yeah.Josh (13:19)yeah, that's the beautyabout compounding. It's like every win that you get, you know, builds on itself. And so the faster you compound, the more value your business is going to be receiving. And that's why a lot of our customers have been able to see like really big benefits very quickly with us.KK Anderson (13:25)Mm-hmm.Well, and last question before we move on to the OpenAI partnership, which we're excited to learn about. So how hard is it to go from your periodic optimization or shall we say once a year optimization for some companies to this? Is it a big lift to switch? Do you have to change your whole website? What does that even entail?Josh (13:58)Yeah, it depends on how you're doing it. ⁓ I mean, I could speak to the co-frame piece of this, obviously. And for us, we come in and we're operational on day one with the companies that we work with. So it's no lift, basically, except for approving variations. The approval workflow still exists. And you have to make sure every variation and every experiment is given a sign off by the relevant stakeholders. for listeners at home, thinking about their own websites and how we can incorporate continuous optimization.⁓ There ⁓ are tools out there that support this, testing tools. I think about tools like Optimizely or Adobe Target for the enterprise segment or VWO for the mid-market or lower market segments. ⁓ These are tools that we sometimes, at CoFrame, sit on top of ⁓ and we're the ones creating those tests. Really the important thing to keep in mind here is to enable continuous optimization.It's a hungry engine. It's a very powerful engine, but it's very hungry. It requires a lot of shoveling coal in. In this case, the coal are variations. ⁓ So you have to make a lot of variations, and then those have to be based on what you're learning from the tests. And so the way that you can do thi…

    Full show notes at the publisher

    Ep. 88 – Living Interfaces, AI Agents, and the Future of Growth with Josh Payne - Part 1 Aug 13, 2025
    Show notes

    In this episode of Selling the Cloud, Josh Payne—Founder & CEO of CoFrame and creator of GPT-Migrate—joins Mark Petruzzi and KK Anderson to explore how AI agents and continuously optimizing websites are changing the future of digital growth.Josh shares how CoFrame is helping mid-market and enterprise companies drive 30%+ increases in conversion by building adaptive, AI-powered interfaces that test, learn, and optimize in real time. He also unpacks how his team partnered with OpenAI to create a state-of-the-art UI code generation model—and what this signals about the future of growth marketing.Whether you’re a CMO, growth lead, or founder looking to build durable competitive advantage through AI, this episode will shift your mindset and your roadmap.What You’ll Learn:From Static to Living Interfaces: Why websites are broken—and how AI agents can continuously optimize them based on real-time data and buyer behavior.The End of Manual A/B Testing: How Josh’s team automates experimentation at scale to unlock compound conversion lifts without traditional resource bottlenecks.Inside the OpenAI Partnership: How CoFrame trained a UI-specific code generation model that understands brand, layout, and style—then deployed it at scale.Building Competitive Advantage with AI: Why businesses that embrace continuous optimization today will outpace those stuck in manual, quarterly workflows.Designing the Future Growth Stack: How AI agents, data orchestration, and strategy automation will transform marketing roles and unlock new GTM velocity.Key Topics:Living interfaces vs. static websitesAI code generation for brand-consistent designScaling experimentation with AI agentsThe future of CRO: conversion rate optimizationAI in paid media, lifecycle marketing, and SEOStrategy design vs. manual executionHow to evaluate AI models like Claude, Gemini, GPT-4Building “quant growth” systems for marketingWhy the next big AI use case is growth engineeringGuest Spotlight: Josh PayneJosh is the CEO of CoFrame and a repeat founder with deep roots in AI. He previously co-founded Autograph (a $2B+ unicorn), created GPT-Migrate, and authored over 20 patents and AI research papers. At CoFrame, he’s pioneering AI-first digital experiences that adapt to users in real time.Resources & Mentions:CoFrame: https://coframe.comArticle: The New Science of Growth Marketing – EveryTech: GPT-4 Vision, Claude, MoonDream, OpenAI fine-tuningTools Mentioned: Optimizely, Adobe Target, VWO, AmplitudeTopic: Quant growth, UI code generation, AI agents🎧 Listen now and follow Selling the Cloud for cutting-edge conversations with the builders, strategists, and GTM leaders shaping the future of sales, growth, and AI.Mark Petruzzi (00:02)Welcome to today's episode of Selling the Cloud podcast. We are excited to welcome Josh Payne, founder and CEO of CoFrame. Josh is a serial entrepreneur and AI pioneer who has co-founded multiple successful companies, including Autograph, a 2 billion plus unicorn backed by A16Z and Access Bell, which has been acquired by Tata.He's also the creator of GPT Migrate, one of the first popular coding agents and has authored over 20 papers and patents in AI. At CoFrame, Josh is building the future of digital interfaces, websites and apps that continuously optimize themselves using AI. The company recently raised 9.3 million from Coastal Ventures.and partnered with OpenAI to develop breakthrough UI code generation technology that's driving a 30 % plus improvement in conversion rates for mid-market and enterprise clients alike. Today, Josh will share how AI agents are revolutionizing growth marketing and website optimization, what it means to build living interfaces, and how go-to-market teams should prepare for the autonomousoptimization era that we are in today. So welcome, Josh, welcome.Josh (01:31)Thanks so much for having me, Mark. Good to see you.Mark Petruzzi (01:33)Excellent. Thank you. Okay, four themes we'll focus on today. From static to living, the AI powered interface revolution, the OpenAI partnership building visually grounded AI at scale, autonomous growth, how AI agents are replacing manual optimization, and the future of marketing technology and growth engineering. So first area here, Josh, for us to jump into.You describe CoFrame as creating living interfaces rather than static websites. What's fundamentally broken about how we think about digital experiences today?Josh (02:15)Yeah, so the problem with digital experiences as we know them, it comes on both sides. There's the problem from the business side, which is that it takes a lot of effort to make these digital experiences like websites or apps better for our customers. And people tend to spend a lot of money and time doing so. On the customer side, it's also an issue because you have these experiences that are one size fits all. They're not adaptive. They're not personal, you know?They lack the context of you as a person. And the way that we're approaching this is the problem is, let's think about this from the ground up. If you could redesign the concept of digital interfaces today in a world where AI is possible and as powerful as it is, you know, look at the trend of where things are going in terms of the capabilities that it has. How would you design these customer experiences?And that was really our impetus, which was, let's think about a world in which these digital interfaces were living in a sense, they could be adaptive and personal from the ground up. And so what we're doing essentially is, is enabling that capability for the businesses that we work with and their customer experiences, allowing their, their teams to not have to do all that grunt work and trying to continuously stay on top of.⁓ of making those customer experiences better at great cost and ⁓ great time.KK Anderson (03:51)Like, what would a use case be or an example, just to go a little deeper into living interfaces? I think it sounds amazing.Josh (03:59)Absolutely. The biggest one that we focus on at the moment is website optimization. So you're probably very familiar with the idea of websites being a conduit for which consumers can interact and transact. And the problem with websites today is that, like I was mentioning, it takes a lot of effort to improve the conversion rate ⁓ of these sites. 95 % ofplus of traffic on the internet doesn't convert, right? It's people who go to a website and they check it out and they decided that maybe it's not a fit for them or they don't get the punchline, they don't get the idea. And this is truer in other industries than it is, know, for instance, in e-commerce, this is a huge, huge problem because the website is everything, right? And, you know, consumer finance tends to be a big one as well. And so,What you end up seeing is ⁓ these teams spending a lot of time running experiments on these websites. You'll have a product manager or a marketer come up with a concept or an idea of what to test. They'll pass that on to a designer. They'll come up with designs and concepts. They'll then go and pass that on to an engineering team, which will go and implement the idea to be tested in the website. And that handoff process, that whole process takes weeks, sometimes months.to do. And just an insane amount of time, when you look at the dollar value of time, an insane amount of cost and headcount. ⁓ And so it's a very broken process. It's still very beneficial and valuable, because every win that you get, every better version of that experience, tends to give you significantly more revenue, because you're stacking those conversions over time. You start to see the compounding benefits.It's really, really painful. so the use case here that we're very focused on at CoFrame, at least, is bringing this idea of adaptive, personalized websites where different people can have different experiences that are suited to them to really help to increase that end KPI that the business cares about, usually a conversion KPI.Mark Petruzzi (06:20)So Josh, you have built multiple successful companies in different paradigms. What made you pivot from traditional SaaS to this AI-first approach with CoFrame?Josh (06:35)Yeah, I mean, this is a big question a lot of operators are facing right now, which is, how is the role of software going to evolve in this world of AI? I think we're seeing the commoditization of software. starting to see, on the flip side, we're seeing a lot of incredible new capabilities that AI is enabling. I actually think that one of the biggest opportunities right now in the space overall, in the world, istaking processes that are manual and take a lot of work and then applying ⁓ sort of an AI first mindset to that to figure out how can we automate or optimize different parts of that process and then deliver that outcome with way less effort involved. So an example here of what we're doing, know, conversion optimization, like I was saying, that kind of takes, you know, design and engineering and product management and a bunch of different manual functions that are tedious. And soOur approach was, can we break down that whole long process that is delivering the outcome, which is basically experiments for your website and use AI to significantly accelerate and then automate that ⁓ end to end. Now there's still human involvement for sure. And there's, there's like a gradient of, of involvement, right? But on the level of completely manual to completely automated, we're gradually moving toward that automation piece. And I think that that's.really the biggest opportunity currently in the world of AI is looking at what is currently manual and trying to figure out systematically how can we automate that and ⁓ make it not as painful ultimately.KK Anderson (08:17)So really interesting. where in your professional opinion do most companies go wrong when they're trying to optimize their websites and their digital experiences? And I heard what you said earlier. And by the way, once four to eight weeks have passed and the new website is launched, that content is stale. there you are going back at it again.Talk to me about where they go wrong and how you recommend that they shift.Josh (08:53)Yeah, soI mean, a big thing that I see a lot is people are just not testing enough. know, there's that when you look at the math behind conversion optimization and experimentation, it's pretty astounding. you know, if you like, think about ⁓ a series of tests that you run, you find a couple of wins within those tests. It's not like those wins are going to give you, you know, a boost of revenue for that month and then you're done. No, that win stays with you for good, for the most part.And they also compound over time. So if you find a 2 % conversion left here, a very small left here, you know, and then a 5 % over here, and then a 3 % over there, you suddenly have 10 % in aggregate conversion left. That could be 10 % more revenue, you know, over the course of forever. Right. And so that comp, that's why compounding is so powerful here, because you start to be able to see, you know, this like, this, this, this super linear growth.⁓ of your business value.Mark Petruzzi (09:56)Yeah, what I love about that, Josh, is you're kind of taking us to continuous, instead of periodic testing. it's just, and that's the beauty of AI and it's the beauty of the intelligence that it's building in some of these large language models that, like you said, it compounds, they get better, they get smarter, and that's phenomenal. And, you know, I guess we're putting the A-B test out ofJosh (10:05)Yes, exactly.Mark Petruzzi (10:26)at a commission at this point, because unless you want to look at it as A-B testing 24-7. yeah, so ⁓ what's the first thing a growth leader should understand about moving from this periodic optimization to this continuous AI-driven improvement?Josh (10:32)Yeah, A to Z testing.KK Anderson (10:35)Yeah.Josh (10:46)Yeah, so first thing is just like a mindset shift, right? A-B testing is valuable and it has its place. And you can still compound those wins over time with A-B testing. ⁓ We are now living in a world where the cost of creating new experiments is very low. So what I like to usually think through ⁓ when it comes to opportunities in the AI space is we talked a lot about automation, right?like taking something that is manual and autumny. I think that's the biggest opportunity currently. ⁓ Now, there's another piece of this, which I think is also very valuable, we think of that a lot, which is what wasn't possible before that is now possible. So net new superhuman capabilities. So first is taking a human capability and then just performing that. And then the second bucket istaking something that just wasn't possible before or feasible or reasonable to do and doing that. And so continuous optimization actually falls in that second bucket. The first bucket being here's how people are optimizing today with A-B testing. And we're just going to automate that. The second bucket is what new types of tests are now possible with AI. And I'll give you a simple example of this. ⁓KK Anderson (11:54)The superhuman?Josh (12:11)⁓ Let's see, Booking.com is actually probably one of the closest to this. They're a really, really advanced company when it comes to growth and optimization. They're running a thousand plus experiments at any given time. ⁓ But with their level of traffic, they could be running probably tens of thousands of experiments at any given time. ⁓ That's just not feasible to do ⁓ with ⁓ purely with human labor, right? It would just not make sense from an economic standpoint of time spent.KK Anderson (12:34)humans.Josh (12:40)And so yes, you'd have to cut tests off sooner. You'd probably have to use things like multi-armed bandits, advanced techniques to test lots more variants. ⁓ But in doing so, you're squeezing more value out of all that traffic that they have. And so if you can 10x your testing velocity, ⁓ that's A, not very feasible to do without the assistance of a technology like AI. But also B, it's very valuable if you can do it.And so that's where we see this idea of continuous testing coming into play.KK Anderson (13:16)and that compounds over time. Yeah.Josh (13:19)yeah, that's the beautyabout compounding. It's like every win that you get, you know, builds on itself. And so the faster you compound, the more value your business is going to be receiving. And that's why a lot of our customers have been able to see like really big benefits very quickly with us.KK Anderson (13:25)Mm-hmm.Well, and last question before we move on to the OpenAI partnership, which we're excited to learn about. So how hard is it to go from your periodic optimization or shall we say once a year optimization for some companies to this? Is it a big lift to switch? Do you have to change your whole website? What does that even entail?Josh (13:58)Yeah, it depends on how you're doing it. ⁓ I mean, I could speak to the co-frame piece of this, obviously. And for us, we come in and we're operational on day one with the companies that we work with. So it's no lift, basically, except for approving variations. The approval workflow still exists. And you have to make sure every variation and every experiment is given a sign off by the relevant stakeholders. for listeners at home, thinking about their own websites and how we can incorporate continuous optimization.⁓ There ⁓ are tools out there that support this, testing tools. I think about tools like Optimizely or Adobe Target for the enterprise segment or VWO for the mid-market or lower ma…

    Full show notes at the publisher

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