Sales and Marketing Advice Experts Wish They Knew Sooner

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Sales and Marketing Advice Experts Wish They Knew Sooner

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Sales and Marketing Advice Experts Wish They Knew Sooner

Unlock the collective wisdom of seasoned sales and marketing professionals with this comprehensive article. It distills key strategies and actionable tips that experts wish they had learned earlier in their careers. Gain a competitive edge by understanding the core principles that drive successful sales and marketing efforts.

  • Sales Isn’t Personal
  • Align Cross-Functional Teams
  • Focus on Customer Problems
  • Embrace Marketing Agility
  • Sell Solutions, Not Services
  • Set SMART Goals
  • Leverage Data Analytics
  • Understand Customer Needs
  • Trust Your Intuition
  • Overcome Imposter Syndrome
  • Listen to Your Audience
  • Learn from Rejection
  • Build Authentic Relationships
  • Engage in Conversations
  • Lead with Emotion
  • Sell Peace, Not Properties
  • Build Trust and Tell Stories
  • Blend Technical Expertise with Storytelling
  • Tailor Strategies to Cultural Backgrounds
  • Focus on Psychology
  • Understand Your Ideal Customer Avatar
  • Trust Your Instincts
  • Warm Leads Before Selling
  • Customize Strategies for Each Business
  • Test, Learn, and Adapt
  • Simplify Sales and Marketing

Sales Isn’t Personal

No doubt about it: sales can be terrifying. When I first started out in my career, I was cold calling; in today’s day and age, we’re also sending emails and direct messages. Either way, it can often mean being rejected or getting ignored or ghosted, and over time, that can really erode your self-worth. So many people drop out of sales for this reason alone–they have everything it takes except a clean, neutral mindset about how they are viewing sales.

I wish that I had realized that sales isn’t personal–when someone says no, it doesn’t mean anything about you. Our minds are so wired to avoid rejection that, until you realize and embrace this truth, it will stop you from being as successful as you could be.

If I could sit down with my younger self, I’d talk to her about how to reset her sales mindset. As a business coach and someone who has studied NLP extensively, I’d advise her to pause before beginning any sales activity that feels daunting or threatening and ask herself: “What’s the fact here, and what’s the story I’m telling myself? What am I making ‘no’ mean about my own capabilities and potential?”

The truth is that being rejected in sales doesn’t mean you’re “bad” or a failure–it’s a neutral activity. Each new sales outreach is simply an activity/discernment process you’re doing to move to the next step, whether that be pursuing a new customer or advancing the sales process with an interested prospect. The sooner you can adopt a clean mindset around sales, the sooner you’ll be successful and actually enjoy what you’re doing.

Susan TrumplerSusan Trumpler
Business Coach and Founder/CEO of Unstoppable Women in Business, Unstoppable Women in Business


Align Cross-Functional Teams

When I started, I underestimated the power of cross-functional team alignment. Sales, marketing, and customer service need to be a synchronized unit to truly drive growth, a lesson I learned while scaling a $40M ARR SaaS company. By harmonizing these teams, we achieved a 33% month-over-month increase in organic traffic. I now prioritize creating seamless systems that improve communication and goal alignment across these teams.

Another key insight is the significance of strategic partnerships. At UpfrontOps, collaborating with Telarus to access 4,500+ global B2B firms like Cisco and Zoom transformed our business development strategy. Strategic partnerships open doors to new client bases and foster exponential growth, a move other businesses can emulate for market expansion.

Lastly, I’d tell my younger self to focus heavily on automation for operational efficiency. I’ve developed innovative automation solutions that streamline revenue operations, saving time and resources. Automation not only improves efficiency but also provides the bandwidth for teams to focus on strategic initiatives vital for scaling a business.

Ryan T. MurphyRyan T. Murphy
Sales Operations Manager, Upfront Operations


Focus on Customer Problems

Nobody cares about your product; they care about their problems and desires. When I first started, I focused too much on features, thinking a “better” service would sell itself. It doesn’t. People buy based on urgency, pain, and self-interest. The best marketers don’t convince; instead, they find the people already desperate for a solution and make it a no-brainer. If I could go back, I’d tell myself to obsess over the market first, not the offer. Find the starving crowd, speak their language, and make saying no feel stupid.

Keigan CarthyKeigan Carthy
Founder, Vision Management


Embrace Marketing Agility

Early on, I wish I had understood the importance of agility in marketing strategies. When COVID-19 hit, a luxury apparel brand I worked with saw an initial sales dip. By quickly pivoting our approach and changing our messaging to align with the new reality, we saw a staggering 800% ROI. This highlighted the need to remain flexible and deeply attuned to market changes.

Another key insight was the power of diversification. During BFCM, brands often focus on traditional platforms like Facebook and Instagram. However, I advocated for leveraging both Snapchat and SMS marketing. For instance, 90% of people open marketing SMS within three minutes, which is exponentially higher than email open rates. This strategy led to significant boosts in retargeting efforts. It’s vital to explore and capitalize on emerging platforms.

Lastly, I’d advise embracing authenticity. People engage with brands that feel genuine. During the pandemic, ensuring our messaging resonated emotionally with our audience turned out to be a game-changer. This approach not only drove sales but also strengthened brand loyalty amidst uncertain times.

Samir ElKamounySamir ElKamouny
Founder & CEO, Fetch & Funnel


Sell Solutions, Not Services

If I could go back and give my younger self one sales and marketing tip, it would be this: Nobody cares about your product or service–they care about their problem.

Early on, I wasted time talking about features instead of focusing on outcomes. I thought listing off all the cool things we did in law firm marketing would convince people to buy. Spoiler: It didn’t. What actually works? Speaking directly to their pain points–showing law firm owners how we’ll get them more cases, not just “optimize their SEO.”

Here’s the golden rule: People don’t buy services; they buy solutions. The sooner you stop selling and start solving, the faster you win.

If I had learned that on day one, I would’ve saved myself a lot of time (and headaches).

Patrick CarverPatrick Carver
CEO & Founder, Constellation Marketing


Set SMART Goals

When I first ventured into digital marketing in 2008, I underestimated the importance of goal-setting. Setting specific, measurable, achievable, relevant, and time-bound (SMART) goals has been crucial in aligning marketing strategies with client objectives. For instance, with a healthcare client, we saw a 40% increase in lead generation by clearly defining and targeting SMART goals through Google Ads campaigns.

I wish I had understood the power of integrated digital campaigns sooner. Combining SEO, PPC, and social media created a synergistic effect that improved both visibility and conversion rates. One of my e-commerce clients saw a 30% increase in sales by using SEO to drive organic traffic and PPC to capture ready-to-convert leads, showing how these strategies can be complementary rather than siloed.

I also learned that personalization is key. Utilizing advanced AI tools for personalized ad targeting allowed me to tailor campaigns that resonated with specific customer segments, resulting in a 25% lift in engagement for a major non-profit campaign. Understanding the nuances of audience segmentation and personalized messaging can dramatically improve the effectiveness of a marketing strategy.

Milton BrownMilton Brown
Owner, Multi Touch Marketing


Leverage Data Analytics

When I first started in sales and marketing, I wish I had known the pivotal role data analytics would play in shaping successful strategies. Early in my career, I underestimated how critical it was to leverage data to understand market trends and customer preferences. At Clyck, by investing time in detailed market research and using robust data analytics, we customized our strategies to be HIPAA-compliant and highly effective for healthcare clients. This led to a marked increase in client satisfaction and sustainable growth.

A significant piece of advice I would give my younger self is to master the art of crafting buyer personas. Understanding the distinct needs and challenges of key personas can dramatically improve the impact of marketing efforts. In one campaign, developing accurate personas like ‘Private Practitioner Peter’ helped us tailor content more precisely, boosting engagement by 40%.

Finally, the importance of fostering cross-functional collaboration cannot be overstated. Working closely with product management and stakeholders helped streamline processes and brought innovative digital capabilities to life at Clyck. This teamwork and integration were critical in overcoming the complex decision-making processes often seen in healthcare marketing, which shortened sales cycles and improved overall campaign efficiency.

Shree GoldmanShree Goldman
Head of Digital Marketing, Clyck


Understand Customer Needs

One thing I wish I had known about sales and marketing when I first started is that sales isn’t just about having a great product–it’s about understanding the customer’s needs and building relationships. Early on, I focused too much on pitching features rather than listening to what the client truly needed. Over time, I realized that the best sales come from meaningful conversations where the client feels heard and valued.

If I could give my younger self advice, it would be to focus more on asking the right questions rather than just giving the right answers. Sales isn’t about convincing–it’s about aligning solutions with problems. Also, patience is key; not every deal closes immediately, but consistent follow-ups and trust-building always pay off in the long run.

Sohail SayedSohail Sayed
Sales Executive, Tecknotrove


Trust Your Intuition

After 14+ years in sales and marketing, the one thing I wish I had known earlier is to trust my intuition and not chase every deal. Early on, I thought success meant closing every lead, even if it didn’t feel like the right fit. I’d bend over backward trying to make deals work, only to realize later that bad-fit customers drain time, energy, and resources.

If I could go back, I’d tell my younger self: It’s OK to walk away. Not every lead is worth pursuing, and the best deals come from relationships built on mutual value. Saying no to the wrong opportunities frees up space for the right ones. In sales and marketing, confidence in your own judgment is just as important as the tactics you use.

Rizala CarringtonRizala Carrington
CEO, MyGrowthAgent.com


Overcome Imposter Syndrome

When I first started in marketing and sales, imposter syndrome hit me hard. It felt like everyone else had it figured out, and I was just trying to keep up. What changed everything for me was realizing that every great marketer, salesperson, or brand is just an iteration of something that came before them.

The best products, the best campaigns, the best strategies–they’re all built on borrowed ideas. The difference is, the best marketers don’t just copy; they take inspiration, refine, and make it better. That shift in mindset made me realize it’s okay to model yourself after someone successful when starting out. You don’t have to reinvent the wheel, but you do have to improve it over time.

The other thing I wish I had known is how long success actually takes. The biggest brands and competitors aren’t as successful as they look from the outside; they have their own struggles, their own failures, and most of them don’t even make it past five years. So there’s no point in comparing your chapter one to someone else’s chapter twenty.

If I could give my younger self any advice, it’d be this: give yourself permission to take your time. Success in sales and marketing isn’t about getting it right the first time. You have to iterate hundreds of times until something sticks. And if you want to speed that process up, read books; but don’t just read for volume. Read the same book three or four times until you actually absorb it. One good idea, fully understood and applied, is worth more than reading 50 books you forget the next day.

Josiah RocheJosiah Roche
Fractional CMO, JRR Marketing


Listen to Your Audience

One thing I wish I had known about sales and marketing when I first started is that great marketing isn’t about what you want to say—it’s about what your audience needs to hear.

Early in my career, I crafted campaigns that I thought were compelling—bold messaging, sleek designs, and what I believed was a strong value proposition. But when the results came in, engagement was low, and conversions were even lower. I couldn’t understand why until I started actively listening to customers. Through surveys, social media interactions, and direct conversations, I realized that my messaging was focused on what I wanted to communicate, not what my audience actually cared about.

That shift in perspective changed everything. Instead of assuming, I started framing every campaign around customer pain points and real needs. One campaign in particular—where we rewrote messaging based on actual customer feedback—saw engagement jump dramatically, with conversion rates increasing by over 30%. It was a clear lesson: the most effective marketing isn’t about selling; it’s about solving a problem your audience already has.

If I could give my younger self advice, it would be this: Listen first, market second. Take the time to understand your audience’s struggles, speak their language, and build trust before you sell anything. When you align messaging with what people actually need, sales follow naturally.

Murray SeatonMurray Seaton
Founder and CEO of Hypervibe / Health & Fitness Entrepreneur, Hypervibe (Vibration Plates)


Learn from Rejection

Looking back to my early days, one thing I wish I’d understood earlier is how common rejection is in the process. I used to take every “no” personally. I remember pouring weeks into a campaign for our $2,100 electric oven, which was sleek and luxurious, aimed at high-end foodies; then a big retailer passed because the ad “didn’t pop.” It hurt, and I took it as a personal failure. I didn’t realize at the time that rejection is typical — studies show even the best marketers get 80 percent of their pitches rejected. Knowing that earlier would’ve spared me the late-night overthinking and pushed me to pivot faster.

To my younger self, I’d say consider every “no” a source of invaluable insight. Three months after that retailer rejection, I began digging for specifics — they wanted bolder visuals. So, I pivoted the campaign to a colorful video that showcased the oven’s precision, emphasizing a 20% faster cook time, and tried again. It sold 300 units in a month. My advice is to write down every rejection. After a year of recording feedback and tweaks, my conversion rates increased from 12% to 30%. Embrace the sting; it will sharpen your next move.

Sofia WangSofia Wang
Sr. Marketing Specialist, Luxury Appliances Division, EMPAVA


Build Authentic Relationships

I’d tell my younger self that authentic relationship-building matters more than any clever sales technique or marketing tactic.

Early in my career, I would have benefited from understanding that sales isn’t about persuading someone to buy something they don’t need, but rather about deeply understanding their problems and thoughtfully connecting them with genuine solutions. The best salespeople are actually problem-solvers who ask quality questions and listen intently.

I’d advise my younger self to spend less time perfecting the pitch and more time perfecting the questions. Great discovery questions uncover the real pain points, which makes the selling part almost unnecessary. When you truly understand someone’s challenges and can articulate them better than they can themselves, you become a trusted advisor rather than just another salesperson.

I’d also emphasize that marketing isn’t about clever slogans or flashy campaigns, but about creating clear, consistent messaging that resonates with specific audience needs. The ability to distill complex value propositions into simple, compelling messages is far more valuable than creative brilliance alone.

Finally, I’d remind myself that both sales and marketing are fundamentally about human psychology and empathy. Understanding how people make decisions – emotionally first, rationally second – would have transformed my early approach to both disciplines.

Anthony CleryAnthony Clery
Head of Sales, Boundless


Engage in Conversations

If I could go back and sit down with my younger self, freshly stepping into sales and marketing, I’d start with this: stop thinking of customers as an audience; think of them as a conversation waiting to happen.

Back then, I thought the key was to shine–deliver the perfect pitch, create eye-catching campaigns, and set the stage for success. But here’s the irony: the more I focused on selling, the less I truly connected.

It took a painfully quiet room during one client pitch to teach me what I wish I had known from the beginning–listening is a superpower.

One particular moment stands out. I was confident in my presentation and dove straight in, explaining every detail of the product. About fifteen minutes in, the client interrupted me: “But how does this help with the specific challenge we mentioned earlier?” My heart sank.

I hadn’t even acknowledged what they were looking for. That experience taught me sales isn’t about showcasing your product; it’s about understanding their story first.

Beyond active listening, I’d tell my younger self to embrace simplicity in marketing. Early on, I chased complexity, thinking bigger campaigns meant greater impact. Yet some of my most successful efforts came from clear, focused messaging rooted in authentic human connection.

Erin SiemekErin Siemek
CEO, Forge Digital Marketing, LLC


Lead with Emotion

I assumed pond buyers wanted technical details. I was wrong. They wanted to feel something. They wanted to see dragonflies on the water and koi swirling under lilies. Once we started using drone shots instead of CADs, inquiries doubled. People don’t respond to dimensions. They respond to emotion.

Advice to my past self? Ditch the datasheets. Lead with visual proof. One slow-motion clip of a water ripple is more effective than a paragraph on flow rate. Marketing is theater. If it doesn’t hit the gut, it won’t land in the inbox. So make it beautiful. Then back it up with function after they ask.

Gavin BentGavin Bent
Marketing Executive, Ponds By Michael Wheat


Sell Peace, Not Properties

Early on, I thought buyers needed logic: retirement plans, cost per square foot, downsizing ratios. But you know what moved units? One testimonial where a woman said, “I sleep with the window open again.” That one sentence sold more than any brochure we printed that year. People don’t buy properties. They buy peace.

To my younger self: stop pitching the facts. Start telling the truth. Ask real residents what changed in their lives—then quote them, word for word. The softer the moment, the harder it hits. Forget stats. Find stories. The kind that sound like something your gran would say after her second cup of tea.

Toni NormanToni Norman
Senior Marketing Manager, Tingdene Residential Parks


Build Trust and Tell Stories

One thing I wish I had known when I first started is that having the best service is not enough. You cannot rely on expertise alone to stand out, especially in a crowded field like legal services. As soon as I realized that sales and marketing are really about building trust and telling a compelling story, I noticed a huge shift in how clients responded to us. If I could give my younger self one piece of advice, it would be to focus on genuine relationships right from the start. In law, it is not just about winning cases; it is about showing empathy, solving problems, and being relatable. People want a real connection. I wish I had known earlier that sharing a firm’s values openly and transparently is one of the best ways to engage new clients in a competitive industry.

Chris AubeeluckChris Aubeeluck
Head of Sales and Marketing, Osbornes Law


Blend Technical Expertise with Storytelling

When I first started in sales and marketing, one critical insight I wish I’d grasped is the power of blending technical expertise with compelling storytelling. Early in my career, I focused heavily on technical SEO aspects like optimizing meta tags and sitemaps. However, once I integrated engaging narratives into our content strategy, aligning it with search visibility, our client engagement skyrocketed. One case in point was redesigning a client’s content approach, which led to a 35% increase in organic traffic within six months.

Another essential lesson was understanding the long-term value of ethical link-building. During one project, by prioritizing high-quality, authoritative backlinks over quick, questionable tactics, we not only boosted the client’s domain authority but also achieved sustainable improvements in their search rankings. My advice to my younger self would be to always aim for sustainable growth metrics rather than instant results. Patience and consistency in ethical strategies often yield the most rewarding outcomes.

Wayne Lowry SBSWayne Lowry SBS
CEO, Scale by SEO


Tailor Strategies to Cultural Backgrounds

When I first entered the marketing field, one thing I wish I’d known is the importance of tailoring marketing strategies to resonate deeply with diverse cultural backgrounds. During my tenure at a hotel development company, targeting varied demographics enabled us to boost engagement significantly. We achieved a 20% increase in guest satisfaction by incorporating culturally relevant marketing materials, which in turn improved our brand’s appeal across international markets.

Another critical piece of advice I’d give my younger self is the strategic use of Account-Based Marketing (ABM). For instance, by identifying high-value clients and crafting personalized marketing strategies at Ronkot, we boosted conversion rates by 35%. My experience underscores the impact of deeply understanding client needs and creating hyper-personalized content to foster stronger, long-lasting business relationships.

Ronak KothariRonak Kothari
Owner, Ronkot Design, LLC


Focus on Psychology

I wish I had known that sales and marketing are more about psychology than tactics. Understanding what truly motivates people to take action is the key to success. I’d tell my younger self to focus less on vanity metrics like clicks and more on building relationships, trust, and long-term customer value.

The best marketing doesn’t feel like marketing; it feels like helping, educating, and solving real problems. Experimentation is everything; test, iterate, and refine constantly instead of chasing “perfect” strategies. Most importantly, consistency beats creativity alone. Showing up regularly with value-driven content will always outperform sporadic bursts of brilliance.

Dylan YoungDylan Young
Marketing Specialist, CareMax


Understand Your Ideal Customer Avatar

The most important thing I wish I had known about sales and marketing when I first started is to deeply understand your ideal customer avatar before trying to sell anything. It’s not just about developing a great product with effective marketing strategies. You should put yourself in your customers’ shoes to know who they are, what they care about, and how they make decisions.

When I started, I used to focus too much on marketing strategies like ads, SEO, and email campaigns. But I never had an in-person talk with my audience to truly understand their pain points.

If I could go back, I’d tell my younger self:  

“Put yourself in your customers’ shoes. Talk to them, and listen more than you speak. Understand their struggles and needs. Your marketing will be 10x more effective if you align your message with what they actually want.”

Chris WuChris Wu
Founder, Clickgrower


Trust Your Instincts

One thing I wish I had known about marketing/sales when I first started is the importance of trusting my instincts. It’s essential to stay curious and listen to your gut, as you often have great ideas that deserve to be heard. I would tell my younger self not to let anyone deter me from pursuing my vision. Aim high and have the courage to carve your own path.

Additionally, seek out genuine connections that will help you grow. Building relationships that are non-transactional creates lasting community and friendships. Most importantly, always know your worth and value what you bring to the table.

Basia NadolnaBasia Nadolna
Sr. Digital Manager + Innovation Lead, Obviouslee


Warm Leads Before Selling

The best sales happen before the pitch. Strong branding makes closing deals much easier. If someone trusts your brand, half the work is done. A cold lead converts more slowly than a warm one. Focus on warming leads before selling anything.

Simplicity always wins in marketing. Overcomplicating strategies confuses customers. Clear, direct messaging converts better than fancy jargon. Speak in a way people understand. Clarity beats complexity in every campaign.

Vaibhav KakkarVaibhav Kakkar
CEO, Digital Web Solutions


Customize Strategies for Each Business

When I first started, I always looked for shiny and trendy strategies. I wanted to know the best strategy, and I would apply it to get results.

I didn’t understand that every business is different, the problems it solves are different, locations might be different, and the target audience is different.

Later on, after trying so many ‘shiny’ strategies and failing, I realized the principle of marketing and sales success lies in the business itself.

Here’s what I would advise my younger self:

“You are marketing for a business, say ‘X’. Your marketing strategy should start deeply from that business. The more you understand the problem it solves, the audience it goes after, and the business metrics, the closer you’ll get to that ‘perfect strategy’ everyone, including you, is looking for.”

Muhammad Ammar SubhaniMuhammad Ammar Subhani
Google Ads Strategist, Scaleket


Test, Learn, and Adapt

I wish I had known that there is no magic formula for success in sales and marketing. It takes continuous testing, learning, and adapting to discover what truly works. I would tell my younger self to invest time in nurturing warm leads and building strong relationships with existing customers, as these connections can drive lasting success.

In marketing, while paid ads can be effective, they are challenging without sufficient volume. Instead, explore innovative approaches that may not scale immediately but can create meaningful engagement. Focus on building authentic relationships, delivering valuable content, and connecting genuinely with your audience to create a foundation for long-term growth.

Matthias NeumayerMatthias Neumayer
Co-Founder & CEO, Frag Das PDF


Simplify Sales and Marketing

Sales and marketing are often overcomplicated, so simplify them. Understand, as early as you can in the sales process, the pain points and goals your prospect has, and then work backward on how you can help them get there. Be honest throughout this entire process, as it will help you build trust.

John KarsantJohn Karsant
CEO, LevelUp Leads


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