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What do your interactions with the C-Suite look like on a regular basis?

Katie Harkins
Katie Harkins
UserTesting VP of SalesApril 27

My interactions with c-suite look different per title. My CFO cares about different things than my CEO and CRO. Nonetheless, feel free to invite them to team meetings and revenue forecast calls. They won't be on all of them, but it's great visibility when they pop in if they have the time. If you're stuck in a deal, have your CEO or CRO write to the prospect or customer. Go head to head with power. Pre-write your draft so it's easy for them to copy and paste. Remember to give them context as well. I find it helpful to provide a "state of the union" on your segment or your team. Via email, this might include:

  • Stats on the quarter
  • People Updates
  • Top Competitors in sales cycles
  • Integrations asked for
  • Pitches this week with titles
  • Demand Generation that's working
  • Customer Wins & Quotes
  • Pictures from Team Events
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Adam Wainwright
Adam Wainwright
HubSpot GTM Leader | Building Products that help Sales teams win | Formerly Clari, CallidusCloud (SAP), Selectica CPQ, CacheflowApril 30

Brief, Bright, Gone.

Everyone should read a book called "Cut to the Chase: and 99 Other Rules to Liberate Yourself and Gain Back the Gift of Time" by Stuart Levine. Execs speak in terms of big-picture ideas/moves.

  • Brevity is key to engaging with the Exec Suite.

You'll know where someone sits based on their ability to speak in terms of strategy, broad strokes ideas and their implication to the business versus more tactical, deep-on-detail concepts/problems/projects/responsibilities

Generally speaking, there are 3 levels to a business. They more or less fall into a 3 layer "pyramid of power" (let's call it).

At the bottom, you've got super tactical folks doing the lion's share of the pen-to-paper or fingers-to-keys work. These people are very deep in very specific areas of the business and just don't have time to think about what's happening in the executive suite. These folks find themselves going down rabbit holes when in front of an Exec. Practice brevity. If this is you: Uplevel your storytelling so it crescendos at the value statement

In the middle, you've got operational folks. Think Managers, regional VPs, operational leaders, or people but are still functionally tied to a tactical yet practical component of the business. A good example of this is Revenue Operations or Marketing Operations. They have a high understanding of how everything comes together but are still in the weeds, project to project. This operational layer can have a few strategic people that float between the operational layer and the strategic layer, where the C-Suite sits. If this is you, Also uplevel your storytelling, but in this case, you're advantaged because you likely have enough of a big picture understanding that you can more naturally use brevity in your communication. Hone it, learn how to start with the end in mind. Get to the point quickly, but leave enough detail out of the convo that a smart Exec. will want to learn more.

At the top, you have the C-Suite, VPs, Sr. VPs, etc. This layer of the pyramid are squarely focused on the big picture. They own lofty goals and command the legion of resources down the pyramid who help ealize these big picture goals. If this is you: Congrats, get off of Sharebird, you've got an empire to run.

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