GOALS

• Achieve a promotion to a Sales Manager role within the next two years by consistently exceeding quota and demonstrating strong leadership skills
• Become a trusted advisor to prospects, leveraging her expertise in the IT industry to provide valuable insights and build long-term relationships
• Develop a personal brand as a top performer in the sales industry, actively engaging in online communities and sharing her knowledge

Frustrations

• Struggling to juggle multiple outreach tasks, such as researching prospects, crafting personalized emails, and managing follow-ups, without a streamlined process
• Encountering resistance from prospects who are bombarded with generic sales pitches and struggling to differentiate herself from the competition
• Feeling overwhelmed by the constant pressure to hit targets and the fear of not meeting performance expectations

GOALS

• Secure funding for a new fintech startup he is advising, leveraging his network and sales expertise to attract potential investors
• Transition from a traditional sales role to a more entrepreneurial path by launching his own sales consulting firm within the next five years
• Enhance his understanding of AI and machine learning in sales, exploring how these technologies can be applied to improve prospecting and lead nurturing

Frustrations

• Facing difficulty in identifying and connecting with the right decision-makers within target companies, particularly in the highly regulated financial services industry
• Dealing with the time-consuming and often tedious process of researching prospects and gathering relevant information for personalized outreach
• Feeling limited by the lack of innovation in traditional sales tools and seeking more sophisticated solutions to enhance his productivity