Aaron Fawzy

Your CRM shows what was logged. Your conversations show what actually happened. That gap is where deals go to die. AI-powered deal reviews surface evidence from actual calls: missing economic buyers, unresolved objections, vague timelines, and shifting sentiment. With B2B buying groups now averaging 6–10 stakeholders, the complexity is only growing. Pipeline meetings should be evidence-based strategy sessions, not status updates built on optimism. https://lnkd.in/gtQi6tR2

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When agents can talk directly to your apps through an MCP server, everything changes. Instead of a human jumping between Salesforce, Airtable, etc... an agent can do it autonomously: Summarize call transcripts for target accounts from Gong Pass those summaries to Inflection to create custom segments Draft a target account campaign based on these custom segments No brittle integrations. No copy-paste workflows. No “please log in and click this button.” The agent just acts — safely, deterministically, and across systems via multiple MCP servers.

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The next chapter of ABM starts now. Meet Piper—the #1 AI SDR Agent built for Demandbase. For too long, B2B teams have depended on manual SDR outreach to move target accounts forward—a process that’s expensive, inconsistent, and impossible to scale. Piper changes the game. She’s your always-on AI SDR superagent—engaging every target account, on every channel, powered by real Demandbase intelligence. Piper personalizes every interaction, turning intent into pipeline at hyperspeed. Leading brands like Epson America, Braze, SentinelOne, Crunchbase, Bloomreach, and Demandbase are already seeing what happens when AI and ABM work in sync: more qualified opportunities, faster conversions, and a bigger return on every marketing dollar. Learn more here: ow.ly/JBec30sQc46

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Now that intent data has been proven to be a massive con, what’s next? Parallel dialling is already on its arse. Gong has ran its course. SDR to AE model? Clay? “Sales” people with less than 2 years experience starting their own agency?

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A CMO’s weekly/monthly insights cadence part 2. Next up: Pipeline Progression Call: Weekly. This is a Sales X Marketing X Ops call. Each pipeline generating team: marketing, partner, outbound SDR, outbound BDR, fills out a memo style overview of pipeline week on week progress as well as highlighting any challenges. Initially it felt like a weekly call to track pipeline may not yield much because it would be a little too frequent to uncover impact from initiatives the week prior, but actually this intense discipline and focus on weekly pipeline generation by team has been a big unlock. Cross functional issues get surfaced much earlier and get unblocked much faster. Ownership and accountability has improved tenfold. It got everyone focused on discussing the same data vs relying on different views on separate dashboards that made threading the needle of the problem more difficult to diagnose. Importantly this is not a call for marketing to defend their pipeline position and lay blame on coverage gaps with other teams. I see this call as the time to work out how Sales, Marketing & Operations can pick the next best set of actions that will improve our chances of hitting that weeks budget pipeline target & close any gaps that may have built up. Pipeline Monthly Review: Monthly. The set-up for this call is similar to the weekly cadence, but the focus is on looking and uncovering monthly trends that require correction in order to remain on track for that quarters budget number. Are we generating in month pipeline at the same rate as we previously were? Is there a pipeline generation team that has built up a gap? If so what’s the gap, what are the 1-2 biggest causes of that gap and importantly what is our plan for correcting it? For issues identified in the previous monthly pipeline review are we seeing corrective trends in the data as a result of the actions we prioritised in month? Budget Committee: Monthly. This is a marketing leadership call where we build our monthly budget deployment plan. We'll reconcile the previous months spend and performance and use this alongside trending historical data and required deeper investigations to provide the detailed rationale for how we allocate spend for the month ahead. I like these calls to be lively debated. I want my leaders to bring forward strong business cases for how the $ are best allocated in order to hit our goals and how the data shows this is the best approach. It should take us a few iterations before we land on a plan that everyone is aligned on and happy to proceed with. If there is no discussion or debate then I question if my leaders are challenging the data and the approach enough. LinkedIn limits mean I can't fit a review of our final meeting cadence, which is: Quarterly full business review. This call is a deep dive into all of our create and capture demand activities by region and segment. More on that another time. #demandgeneration #b2bmarketing 

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Your AEs are sitting around waiting for SDR meetings while their pipeline coverage drops < 2x. And you're wondering why forecasts keep missing. The linear SDR-to-AE model assumes clean handoffs and qualified pipeline flowing upward on schedule. But markets are tighter now. Budgets are frozen. Decision cycles are longer. You CANNOT afford to depend on a single pipeline source. Parallel prospecting should be, with few exceptions, not even up for debate right now. Here are some standards to set in stone: 1. SDRs focus on top-of-funnel volume. Book meetings. Qualify interest. Create awareness in accounts that aren't actively buying yet. 2. AEs prospect their own territory. Hunt for warm referrals. Expansion opportunities. Build relationships with execs. Go after high-value targets that require account context and business acumen. 3. Execs (yes, you) support in relationship-building Board members, founders, C-suite: everyone participating in opening doors and accelerating deals. Don’t get me wrong - this is NOT about SDRs failing. It's about current market conditions requiring more pipeline from more sources. Some of the best sales teams I know moved away from mass outreach this year and leaned into their network. Asked for referrals. Re-engaged relationships from 2-3 years ago. Fewer touches but higher quality deals. Better logos. Larger ACV. PS - Few teams I know use Vieu to uncover who in the company network (investors, advisors, customers, execs etc.) is connected to target buyers and can make intros. Check it out here: https://lnkd.in/g9GB2J8u That's AE-level prospecting. That requires business relationships and strategic thinking that SDRs typically don't have access to yet. The pushback usually sounds like: "But that's what we pay SDRs for. AEs should be closing, not prospecting!" lol ok. How's your pipeline coverage looking right now? If your AEs only work SDR-sourced pipeline, they're dependent on a single source. The implementation is straightforward: - Adjust quota expectations. If AEs spend 20-30% of their time prospecting, quota reflects that or territory size decreases. - Comp structure rewards it. Higher commission rates on self-sourced deals. SPIFFs for expansion within existing accounts. - Track pipeline composition. What percentage is SDR-sourced vs. AE-sourced? If it's 90/10, your AEs aren't really prospecting. - Get the right tech: Vieu for scaling network-led intros, Clay for market signals etc. This doesn't eliminate SDR teams, but it does admittedly change how they work with AEs. In a good way, IMO. Less handoff friction. More collaboration on account strategy. SDRs opening doors, AEs building relationships. Your top performers already do this. They're not waiting around for their next SDR meeting. They're working referrals, reaching out to warm contacts, expanding existing accounts. Make it systematic across the whole team.

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If your CSMs think like Account Managers, you’ll retain revenue. If they think like CEOs, you’ll multiply it. Let me explain Most CSMs are trained to serve customers. Few are empowered to lead outcomes. Account Managers ask, “How can I help?” CEO minded CSMs ask, “What is blocking your growth this quarter?” The difference? One reacts to problems. The other shapes strategy. When your team starts thinking like CEOs  • They stop chasing renewals and start owning business impact.  • They connect customer goals to product investments.  • They turn every QBR into a boardroom conversation. That’s when Customer Success shifts from being a cost center to a growth multiplier. I once worked with a CSM who turned a renewal conversation into a co-innovation deal not by upselling but by reframing the value her customer was missing. That single move added $1.2M in expansion ARR. That’s what happens when your CSMs stop managing accounts and start running portfolios. The future belongs to commercially confident, product fluent, growth focused CSMs; the ones who lead with business acumen, not activity reports. If you are building your next gen CS org Are your CSMs being trained to think like operators or like CEOs?

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How do you really know when you’ve found product-market fit? In the Science of Scaling framework, product-market fit boils down to defining and targeting leading indicators of retention for your business. In this clip from the Science of Scaling podcast, Founder and CEO Henry Schuck shares how ZoomInfo knew they had found product-market fit. Not through a perfect model, but by watching one thing closely: repeatable demand. After launch, the signals were clear. The same inputs kept producing the same outputs, year after year. Demand scaled, and revenue followed. And the system held—well past $50M. Want a deep dive into the stories and data behind the Science of Scaling methodology — in print or eBook form? Order The Science of Scaling, out now: https://buff.ly/4lYNJeA #SalesLeadership #StartupTips #SaaS #B2BSales #CRO #GoToMarket #RevenueGrowth #ScalingStartups

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