What is the Buyer’s Journey? [+ My Tips for Applying it to Your Sales Cycle]

Today’s buyer is more informed than ever, thanks to the vast amount of information at their fingertips. Because of this, the balance of power has shifted from the sales rep to the buyer in most sales conversations. This is why pushy sales tactics aren’t as effective as they used to be.

Download Now: Free Customer Journey Map Templates

Instead, to be successful in sales today, sales reps must adapt their mindset from selling to helping. The best way to start this process is to become intimately familiar with the buyer and the journey they take on their path to purchase: the buyer’s journey.

In this post, I’ll cover everything you need to know about the buyer’s journey, what it looks like in B2B versus B2C spaces, and how to apply it to your sales cycle.

Let’s get into it.

Table of Contents:

By understanding the buyer’s journey, the pains and problems they experience as they navigate a potential purchase, along with the influencing factors that shape their thinking, salesfolks can better empathize with the buyer and position their product or service along that path.

However, not all buyer’s journeys look the same. Each process varies significantly depending on whether the buyer is an individual consumer or a business decision-maker. B2B and B2C buyers have different motivations, timelines, and decision-making processes, which impact how sales teams should approach them.

In the next section, I’ll break down the key differences between the two journeys so you can modify your sales strategy accordingly.

Difference Between the B2B Buyer’s Journey and the B2C Buyer’s Journey

The B2B buyer’s journey and the B2C buyer’s journey may sound the same, but, in practice, they’re entirely different. Like I previously shared, the decision-making process, sales cycle, and customer motivations vary, ultimately shaping how businesses approach their sales and marketing strategies. If you want to understand the ins and outs of either, it starts with distinguishing the two.

Check out the list I put together of how each process compares (with examples of what their respective buyer’s journey might look like) below:

a hubspot branded graphic showcasing the differences between the B2B buyer’s journey and B2C buyer’s journey

1. Length of the Decision-Making Process.

Typically, the B2B buyer’s journey is longer and more complex than the B2C buyer’s journey. The B2B buyer’s journey involves multiple stakeholders, from C-suite executives to finance departments, so getting folks fully aligned on decisions takes some time.

Oppositely, the B2C buyer’s journey is quicker, primarily because it’s a process sustained on emotion. Customers make purchase decisions based on personal needs, desires, or impulses. While some B2C products (i.e., cars or real estate) require research and additional time, most B2C decisions involve fewer people and less deliberation.

2. The Sales Cycle Length.

As I previously mentioned, the B2B buyer’s journey involves multiple people from start to finish. Thus, it takes longer; sometimes, the B2B buyer’s journey can take weeks, months, or even years. It involves multiple touchpoints, such as:

  • Lead nurturing
  • Consultations
  • Product demonstrations
  • Proposals
  • Contract negotiations

Because the B2C buyer’s journey operates more quickly, its sales cycle is shorter. It ranges from instant (i.e., e-commerce purchases) to a few days or weeks (i.e., renting an apartment). The journey moves quickly from awareness to purchase, often influenced by mass marketing, accessible customer reviews, or word-of-mouth (WOM) recommendations.

3. The Marketing and Sales Approach.

If you’re ever struggling to fully remember how the B2B buyer’s journey and B2C buyer’s journey compare, take a moment to reflect on the differences between the two through their designated approaches to marketing and sales efforts.

In the B2B buyer’s journey, marketing and sales efforts often hyperfixate on relationship-building, education, and value-driven content (i.e., case studies, webinars, email nurturing, etc.). However, in the B2C buyer’s journey, there’s a reliance on brand awareness through ads, social media, influencer marketing, and promotional strategy.

For example, a B2B tech company might generate leads through LinkedIn outreach; a B2C fashion brand may focus on Instagram influencers and flash sales to drive conversions.

4. Pricing and Negotiation.

In the B2B buyer’s journey, prices are usually customized and involve lots of negotiation, not just over price but over contracts and other long-term agreements (i.e., volume discounts, service-level agreement, recurring subscriptions, etc.).

Conversely, the B2C buyer’s journey takes a more rigid, non-negotiable approach to pricing and negotiation. Usually, prices are fixed (with the exception of discounts, sales, or loyalty programs) and clearly communicated upfront to consumers.

For example, a B2B SaaS provider may offer custom pricing based on a company’s size and needs, while a B2C subscription service (i.e., Hulu or Netflix) has set monthly pricing.

Buyer’s Journey vs. Customer’s Journey

Now that I’ve covered the key comparisons between the B2B buyer’s journey and the B2C buyer’s journey, I think it’s only fitting that I transition to talking through some of the distinctions between the buyer’s journey and the customer’s journey.

Take a glance at the list I assembled below for some further clarity on both journeys, their unique stages, and how each individual journey impacts the overall customer experience:

a hubspot-branded graphic detailing the difference between the buyer’s journey and the customer’s journey

1. Definition and Focus.

Let’s start with the basics, shall we? If you want to know why the buyer’s journey and the customer’s journey are disparate, this understanding begins with having clarity on how each journey is actually defined.

The buyer’s journey is the process in which a potential customer goes through before making a purchase decision. It focuses on awareness, consideration, and decision-making prior to becoming a paying customer.

The customer’s journey, however, represents the entire experience a customer has with a brand after making a purchase, including onboarding, support, retention, and advocacy. The customer’s journey focuses on building loyalty, satisfaction, and long-term relationships; it’s about turning buyers into repeat customers and, hopefully, brand evangelists.

2. Different Stages.

I briefly mentioned the stages of the buyer’s journey and the customer’s journey above. Here’s what each stage really means in a bit more detail:

The Buyer’s Journey Stages (Pre-Purchase)

  • Awareness: The buyer realizes they have a problem or need
  • Consideration: The buyer researches possible solutions
  • Decision: The buyer evaluates options and makes a purchase

The Customer’s Journey Stages (Post-Purchase)

  • Onboarding: The customer gets started with a product or service
  • Adoption: The customer actively uses the product or service
  • Retention: The company engages with the customer to prevent churn (i.e., sending post-purchase emails and details, etc.)
  • Advocacy: The customer is satisfied and refers others

3. Different Primary Goals.

As the buyer’s journey and the customer’s journey are separate processes, they have different goals.

The buyer’s journey prioritizes converting potential customers into paying ones. At this stage, businesses focus on educating prospects, addressing pain points, and positioning their product or service as the best solution. Strategies like content marketing, personalized outreach, and product demonstrations play a huge role in moving buyers toward a purchase.

The customer’s journey, on the other hand, is all about maintaining and strengthening the relationship after the purchase. It aims to always keep customers happy, engaged, and loyal to a brand. This phase often includes customer service interactions, loyalty programs, upsell opportunities, and encouraging brand advocacy through referrals and reviews.

When in doubt about specifying how these two journeys apart from one another, just remember: While the buyer’s journey ends at conversion, the customer’s journey is an ongoing process.

4. Different Metrics of Success.

The buyer’s journey centers the following metrics:

These metrics help businesses evaluate how effectively they attract, nurture, and convert potential customers into paying ones.

The customer’s journey relies these metrics:

These indicators help businesses assess the efficiency of their sales funnel and identify areas for improvement in the acquisition process.

What are the three stages of the buyer’s journey?

If you want to understand the buyer’s journey in its simplest form, I suggest thinking about the three stages that make the buyer’s journey flow seamlessly.

To help you grasp them more clearly, review my step-by-step breakdown of the buyer’s journey below:

 a hubspot branded graphic showcasing the buyer’s journey and each of its stages

1. Awareness Stage: The buyer becomes aware that they have a problem.

During this stage, the buyer is experiencing a problem or symptoms of pain, and their goal is to alleviate it. They may be looking for informational resources to more clearly understand, frame, and give a name to their problem.

2. Consideration Stage: The buyer defines their problem and considers options to solve it.

Next, the buyer will have clearly defined and given a name to their problem, and they are committed to researching and understanding all available approaches and/or methods to solving the defined problem or opportunity.

3. Decision Stage: The buyer evaluates and decides on the right provider to administer the solution.

Finally, the buyer has decided on their solution strategy, method, or approach. Their goal now is to compile a list of available vendors, make a short list, and ultimately make a final purchase decision.

If you don’t have an intimate understanding of your buyers, it may be difficult to map out the buyer’s journey in a way that will be helpful from a sales perspective. In this case, be sure to conduct a few interviews with customers, prospects, and other salespeople at your company to get a sense of the buying journey.

Tips for Applying the Buyer’s Journey to the Sales Cycle

Simply put, buyers don’t want to be prospected, demoed, or closed when they’re not ready. When offered at the wrong time, these steps add zero value from their perspective. However, a sales rep can shine when buyers seek additional information about your product that can’t be found online.

When it comes to mastering the buyer’s journey, timing is truly everything, so here are my suggestions for how to engage buyers at the right moment:

1. Awareness Stage

When buyers are in the awareness stage, they recognize a challenge or opportunity that needs attention. They also decide whether the challenge or opportunity should be a priority.

Because of this, sales folks must approach potential buyers with sensitivity, not sales pitches. As I mentioned above, instead of pushing a product or service, the goal should be to help buyers articulate their problem, explore potential impacts, and guide them toward the next steps in their journey.

In short, at this stage of the buyer’s journey, don’t expect customers to choose your brand because its the first option they come across. Buyers will take their time to think on what to do next; all you can do is provide resources that give them more insight about your offering.

Take a look at this chart I assembled to help you think through how you want to go about capturing buyers’ attention effectively during this stage:

What You Should Be Asking

Actions You Should Be Taking

How do buyers describe their goals or challenges in the context of our business?

How are our buyers educating themselves on these goals or challenges?

What are the consequences of buyer inaction?

Are there common misconceptions buyers have about addressing the goal or challenge?

How do buyers decide whether the goal or challenge should be prioritized?

Creating informational, not sales, sales collateral that educates them along their path to purchase.

Providing them with resources to help them define the problem.

Helping, helping, helping.

Here are a few other tips to consider:

  • Offer different types of engagement to customers based on readiness. Think low-commitment webinars for early-stage buyers, free product trials for those closer to a decision, and personalized consultations for customers who need some extra reassurance before making a purchase.
  • Use lead storing whenever you can. Lead scoring will help you identify when a customer is actively researching vs. just starting their buyer’s journey.

2. Consideration Stage

By this point, buyers have clearly defined the goal or challenge and have committed to addressing it. They are now evaluating different approaches or methods to pursue the goal or solve their challenge.

This is a high-stakes, particularly fragile part of the buyer’s journey. Why? Because buyers are actively comparing solutions, possibly making a pros/cons list to help them choose what’s the best fit for them, and, all-in-all, seeking any final signs of validation for the decision they’ll make. Most likely, buyers are using these moments to:

  • Scour social media for demos
  • Look for testimonials/reviews from real customers
  • Analyze case studies to see how others have successfully used the product or service

At this stage, salesfolks must position themselves as trusted advisors, not just sellers. Instead of pushing a one-size-fits-all solution, sales teams should provide as many value-driven resources as possible that help buyers confidently choose an approach — whether that includes their product or not.

Here’s another chart I organized to guide you through how to navigate this stage:

What You Should Be Asking

Actions You Should Be Taking

What categories of solutions do buyers investigate?

How do buyers educate themselves on the various categories?

How do buyers perceive the pros and cons of each category?

How do buyers decide which category is right for them?

Understanding exactly how our product or service solves their problem compared to our direct and indirect competitors.

Considering how our direct and indirect competitors show up in the marketplace and how they influence perception.

Providing the buyer with resources to help them determine the right solution for them.

3. Decision Stage

Finally, when buyers make it to this part of their journey, they’ve decided on a solution category and are now evaluating providers.

This is a crucial part of the buyer’s journey because they’re on the verge of making a final commitment. Buyers are comparing features, pricing, implementation processes, and overall satisfaction with the product or service they’re considering. Trust and credibility play a huge role here; buyers want reassurance that they’re making the right choice.

So, what should salesfolks do when they’ve arrived to this stage of the buyer’s journey? Well, in my opinion, it’s all about eliminating friction and reinforcing confidence by addressing lingering doubts and offering tailored recommendations.

To figure out what to ask and what to do as a salesperson seeking alignment with this stage, review my list of recommendations below:

What You Should Be Asking

Actions You Should Be Taking

What criteria do buyers use to evaluate the available offerings?

When buyers investigate our company’s offering, what do they like about it compared to alternatives? What concerns do they have with it?

Who needs to be involved in the decision? How does each person involved’s perspective on the decision differ?

Do buyers have expectations around trying the offering before they purchase it?

Do buyers need to make additional preparations outside of purchasing, such as implementation plans or training strategies?

Understanding what objections they might have before the sales process so that you can adequately handle them.

Ensuring you have a unique selling proposition that provides value to the buyer and sets you apart from competitors.

Some of these considerations may fall more under the marketing umbrella than the sales umbrella. Still, ultimately, the answers to these questions will provide a robust foundation for your buyer’s journey.

Final Thoughts: Making the Buyer’s Journey Work for You

Knowing how your buyers buy is invaluable as you create or refine your sales process. Once you’ve unlocked the hows and the whys behind their decision-making processes, you’ll better empathize with them, handle their objections, and provide them with correct information at the right time, helping you close more deals and win more business.

If you walk away from this post having learned anything, I hope it’s these three things:

  • Take the time to understand your buyers
  • Refine your strategy
  • Meet buyers where they are (with the right information, at the right time)

Once you put these things into practice, watch your sales process become smoother, smarter, and more successful. Because when you sell the way buyers want to buy, everybody wins.

Partner Ecosystems: How Partnerships Can Help You Expand Your Offerings and Retain Business

When I think of ecosystems, I picture the rainforest, and I’m not too far off. Sure, in the business world, there are fewer plants and animals. However, there are still interconnected entities that coexist, compete for resources, and work symbiotically.

Some members of your ecosystem are your competitors. Others are partners who can work with you to enhance your offering. In the B2B space, partner organizations may offer additional software solutions that extend your platform. They may also provide services that help customers get the most out of your product.

These companion offerings are a win for you — allowing your team to expand your reach without investing R&D dollars and people power. Product extensions also allow customers to customize the platform beyond what’s available in the core product itself.

So, how can you leverage partners in your strategy and create business wins? Below, I’ll explore how partnerships can unlock the power of your ecosystem and share wisdom from HubSpot’s partner program.Download Now: The 2025 HubSpot Ecosystem Report

What is an ecosystem?

A business ecosystem is a network of connected organizations that collaborate, compete, and coexist in the same market. Your company, competitors, customers, and partners all work in the same ecosystem. Savvy businesses know which organizations pose a threat, present healthy competition to monitor, and may prove a close ally.

In my experience covering businesses and writing case studies, I’ve noticed that most organizations keep a close eye on competitors. These teams run analyses to see their business’ strengths, weaknesses, and differentiating factors, so they know how their offerings measure up.

However, I’ve noticed that top-performing companies also identify which organizations align with their goals. These businesses can then partner with outside organizations to improve their outcomes.

What is a partner?

A partner organization forms a strategic relationship with a business to create mutual benefits. Ecosystem partners offer complementary products, services, or both to improve the experience for shared customers, creating more value for everyone involved.

The Benefits of Partnerships

The most important benefit of a partnership is mutual growth. Additional partner services and integrations allow B2B companies to expand their offerings. Meanwhile, partners can tap into an existing market for their services or products. All the while, customers have access to a wider array of options meeting their unique needs.

But, let’s get granular. Here are some of the benefits of partnerships.

B2B SaaS companies can extend offerings without massive investments.

Ecosystem partners provide complementary offerings that enhance a customer’s user experience. That offers a huge cost-saving opportunity for your business. You can increase the types of services you offer and the power of your platform without massive R&D investment. Instead, you can benefit from innovations created by partner organizations.

B2B companies see improved customer retention.

When a partner organization delivers exceptional implementation services, customer outcomes improve significantly. Users are more likely to adopt new tools on the platform and see value in the tools they’re using to drive outcomes.

App partners providing integrations take those improved outcomes even further. The data is clear, customers with integrations have significantly higher retention rates. Even in challenging economic environments, software implemented with even one integration have over 10% higher retention rates than those with none.

Partners grow their businesses, too.

By tapping into your customer base, your partners have the ability to grow their revenue. To demonstrate, we’ll dive into HubSpot’s partner program.

According to a 2025 IDC analyst brief on the HubSpot ecosystem, nearly one-third of solutions-partner revenue now comes from more technical services like integrations or data migrations. The analyst brief also highlights that for every dollar a customer invests in HubSpot software, partners generate multiples of that in services revenue.

For partners looking to scale, this means a huge opportunity to specialize in areas like AI model training, data optimization, and cross-platform automation, offering deeper value to clients while increasing profitability.

You’ll build a sustainable growth cycle that benefits everyone.

Remember, effective ecosystems facilitate mutual growth. When partners deliver exceptional implementation and service, customer outcomes improve significantly.

When our partners expand their businesses, HubSpot grows as well. This creates a sustainable growth cycle that continuously reinforces value across the ecosystem. The goal here is to build a comprehensive customer experience that generates value for all.

Partnerships In Action: How HubSpot’s Partner Program Drives Value

Before we move on to advice, I want to dive deeper into how HubSpot approaches ecosystem partnerships. Our team has two primary types of partners:

  • Solutions Partners provide services that complement HubSpot’s platform offerings. That includes onboarding,implementations, migrations, SEO, advertising, AI-driven analytics, advanced custom integrations, and far more.
  • Independent Software Vendor (ISV) Partners build and sell apps that enhance our software’s capabilities.

Offerings from both of these partner types allow HubSpot to enhance our product suite with built-in AI features, advanced integration capabilities, and expanded global support. That comes with a dollar value.

Looking ahead, an analyst brief from IDC projects our partner ecosystem is on pace to surpass $30 billion in potential partner revenue globally by 2028. That’s huge. It means we’re well beyond a marketing automation tool or a standard channel program. HubSpot is a customer platform of solutions, spanning technical services, creative services, custom AI solutions, and more.

Breakdown of the $30B HubSpot ecosystem opportunity by company size-1

To help make that value tangible, let‘s dive into how a few partners operate within HubSpot’s ecosystem.

Consider Huble Digital, our Global Partner of the Year. Huble Digital helped the British Council modernize its fragmented marketing processes by implementing HubSpot. By leveraging Marketing Hub, the organization unified operations across 100+ countries through a phased, strategic approach.

Within months, the British Council achieved remarkable results: The organization saw a 178% reduction in email lag time and open rates of 48.9% (much higher than the 29.5% industry benchmark). Email click-through rates reached 34.2%, compared to the 12% industry average. Meanwhile, teams created campaigns 80% faster and reduced repetitive tasks by 20%.

There’s also SmartBug Media, our North America Partner of the Year. This partner evolved its service offerings from core marketing solutions to sales, RevOps, web development, and full lifecycle solutions. They also include AI and technical services. By doing so, they successfully expanded into larger, mid-market, and enterprise clients.

These examples illustrate the strategic value of well-executed partnerships. Partners develop sustainable businesses around the HubSpot platform. Customers receive specialized expertise that delivers measurable outcomes, and HubSpot benefits from increased customer success.

The best partnerships are win-win-win.

  • New customers gain value from HubSpot tools quickly through an expert implementation from a solutions partner, quickly integrating HubSpot into the rest of their tech stack.
  • Solutions Partners see high demand for their HubSpot services, getting referrals from HubSpot and commission for customers they bring to HubSpot.
  • HubSpot sees new customers get value quicker, and customers stay with the platform longer.

Practical Tips for Building a High-Performing Partner Program

Practical Tips for Building a High-Performing Partner Program

Now that I’ve covered the value partnerships provide, I wanted to share insights to help teams that are just getting started with partnerships. To do so, I spoke with Angela O’Dowd, global vice president of HubSpot’s Solutions Partner Program.

O’Dowd has been at HubSpot for over a decade, guiding our Solutions Partner Program from a startup network of inbound marketing consultants in 2010 to a global program of 7,000 partners today. Those partners provide services that span our entire customer platform.

Based on our conversation, I gathered four foundational principles to get started.

1. Define your ideal partner persona.

Similar to customer persona development, creating an Ideal Partner Persona (IPP) is essential for strategic recruitment. When you know the profile of the partner you’re trying to recruit — size, skill set, vertical expertise, geographic focus — you can ensure there’s a genuine overlap in target customers.

“At HubSpot, we implement a deliberate approach to partner identification,” says O’Dowd.

According to O’Dowd, key considerations include:

  • Which partner profiles will most effectively complement our solution portfolio.
  • What capabilities and expertise will be most in demand.
  • Which market segments the partner currently serves.

An IPP also clarifies expectations. If you serve mostly SMBs, don’t chase giant enterprise-focused agencies. If your platform is geared toward mid-sized or larger organizations, you’ll want to find partners that can handle complex integrations.

“Clear criteria accelerate the identification of high-potential partners while reducing investment in partnerships unlikely to generate sustainable value,” says O’Dowd.

The clearer your criteria, the faster you’ll identify true fit — and avoid half-active partnerships that never gain traction.

2. Offer genuine mutual benefit.

A partnership has to be a two-way street. If you can’t create mutual benefit, your partnership program is in for a rough ride.

“The primary reason partner programs underperform is insufficient attention to balanced value creation,” says O’Dowd.

To avoid this hurdle, HubSpot maintains transparency regarding partner program benefits. That includes tools and incentives that help partners create value for customers and realize value for their own businesses.

The HubSpot team also makes sure to provide the resources partners need to succeed, says O’Dowd. That includes sharing marketing enablement resources and co-selling support. We also offer structured certification programs and dedicated partner management.

By providing both revenue opportunities and support, our partnership program can build a balanced approach that ensures sustainable value exchange, according to O’Dowd.

3. Create a path to grow.

“Partners require visibility into growth pathways within your ecosystem,” says O’Dowd. That’s why HubSpot offers a tiered structure, with partners at the Gold, Platinum, Diamond, and Elite levels. This hierarchy establishes transparent progression based on performance metrics and customer outcomes.

Each tier provides incremental benefits aligned with partner contribution levels — from enhanced commission structures to dedicated support resources to increased market visibility.

Providing a clear framework allows for continuous capability development that ultimately generates more offerings for our customers.

4. Keep partner programs open and diversified.

Diversity drives ecosystem value. In our program, we intentionally cultivate partners with different specializations — technical integrators, creative agencies, and industry specialists — because complementary capabilities serve customers better.

“At the same time, we do set standards. We expect each partner to maintain high-quality service and represent HubSpot’s offerings accurately,” says O’Dowd. “We offer curated support — like technical docs and knowledge bases — so even niche players can plug in effectively.”

Building Lasting Partnerships

A partner ecosystem is truly beneficial when everyone involved has a clear, complementary role. That’s how we drive revenue and retention for HubSpot, create thriving businesses for our partners, and deliver real results for customers.

If you’re in tech leadership, a partner, or a CEO evaluating where to place your bet, building (or joining) a strong ecosystem is worth considering. I see a future where collaboration defines success in every corner of the business world.

Leveraging Indirect Sales: How I Learned to Sell More by Selling Less

In a previous role selling software, I kept running into the same issue. Despite winning demos from researched and personalized pitches, I struggled to convince prospects to rip and replace a competitor’s solution. Most of them had used the industry incumbent for years. The cost and uncertainty of a migration just wasn’t worth the effort despite our product’s advantages.

After a few early months of banging my head into a wall, I was lucky enough to demo the product for an inbound lead who hit me with a revelation: He had reached out at the direction of a trusted consultant who knew the market inside and out. That consultant recommended our solution as the best fit for the client’s needs.

Not surprisingly, the sale was a layup, and my mind was racing when I hung up the call. Could I rely on someone else to do some of the selling for me? Spoiler alert: Yes, I could.

This is how I discovered the power of indirect sales. I’ll share what I learned with you so you can leverage indirect sales, too.

Free Download: Sales Plan Template

Table of Contents

What is indirect sales?

Indirect sales refers to the sale of a product or service through a third party — such as a partner, reseller, affiliate, or distributor — rather than through your company’s sales team. In other words, someone else is selling your product on your behalf, benefiting both you and the reseller.

This concept is often contrasted with direct sales, where your employees sell straight to the consumer or client. (Think: your in-house sales reps closing deals or a company with an ecommerce store selling its products directly online.) Both models have their place, and many businesses use a mix of direct and indirect channels.

Who should I partner with for indirect selling?

In the example I cited above, I was still making that sale for my company — I just had a much easier time of it because the prospect was referred to me by a trusted advisor. Those sales transformed from direct to indirect the moment that consultant signed a referral agreement with my company.

In return for sending clients our way, we agreed to pay a referral commission. Over the next 24 months, that agreement proved to be a huge source of sales for me and a nice monthly commission for the referrer. I still have a great relationship with that consultant to this day. Besides referral agreements, indirect sales can come from a variety of sources.

indirect sales, types of sellers

Resellers and VARs (Value-Added Resellers)

Resellers and VARs are independent businesses that resell a product, sometimes after adding their own services or bundles.

For example, a local IT consulting firm might whitelabel and resell a big software company’s product as part of a total solution for clients. The firm’s clients see the name and logo on the software instead of the creator, and they cover all or part of the cost the firm is paying the creator.

Distributors

Distributors are intermediaries who buy products from the original manufacturer and then distribute them to retailers or end-users. Many consumer goods companies (think products you buy in the grocery store) use wholesale distributors and grocery chains to get products into many stores.

Affiliates

Affiliates are individuals or organizations that promote your product and earn a commission for each sale or lead they generate. An example might be a blogger who earns a cut every time a reader buys a product using the blogger’s referral link — that’s indirect sales via affiliate marketing.

Franchisees or Agents

In some cases, companies license others to sell under their brand (franchise models), or they have independent agents represent them in the field.

These situations fall under the indirect sales category because the actual seller isn’t the company itself but instead a partner or contractor operating under the company’s umbrella. Think fast food chains or individual agents who sell beauty and health products.

Benefits of Indirect Sales

Adding an indirect sales strategy to your overall sales plan allows for scale. In my own experience, indirect sales have provided a pipeline of warm leads that I simply couldn’t have gotten without a partner in my corner. Once I set up a referral agreement, my company was able to expand its sales team without increasing headcount, making it an efficient source of growth.

Despite the wins it generated for our organization, indirect sales weren’t just “free money.” I had to manage a relationship and interface regularly with the referral partner to ensure we were in alignment. I also calculated commissions and wrote checks each month for the business the partner brought in.

Still, I found the juice to be well worth the squeeze. If you think indirect selling will drive results in your sales process, let’s talk about how to do it effectively.

6 Tips for Indirect Selling Success

indirect sales tips

1. Define your partner strategy.

What role do you want your partners to play in your sales process? Where can they have the biggest impact? In the example I mentioned at the beginning of this article, I was connecting with plenty of leads but struggling to find the ones who were actually in the market for my product.

My referral partner helped turn that around by sending me leads who were primed to buy. As an added bonus, I knew ahead of time that our software was a good fit for their needs.

2. Create an ideal partner profile.

In the same way you build out an ideal customer profile (ICP) to make sure you invest valuable time in the right prospects, it’s important to think carefully about an ideal partner profile. In my case, integration consultants were an excellent source of referrals.

Depending on your own product and industry, you might partner with consultants and implementation experts, marketing agencies, HR specialists, educators or influencers, or someone else entirely. The key is to find a complementary business that serves your target market but doesn’t compete with your offering.

3. Incentivize your affiliates.

According to Curt Frieden, senior vice president of business development at partner marketing and affiliate tracking platform Everflow, “Incentivizing your partners is critical for alignment and delight in being a referral partner.”

Frieden shares that Everflow offers a referral fee if a deal closes and pays for different stages of the deal so partners “feel the love.” Partners then “get compensated faster and more frequently than waiting through what could be a long sales cycle,” Frieden notes.

Since changing to the new incentive model, Frieden says Everflow has seen a 120% increase in leads generated through referral partners. These results inspired them to create a whitepaper and help other SaaS businesses crack the incentive code.

4. Offer enablement resources.

If you’ve built the right incentive structure, a win for your indirect sales partners is a win for your organization. That makes it a good idea to enable these partners however you can.

I made it a habit to coach referral partners on new feature releases before they went into production, ensuring they had the most complete picture of our software. By knowing what was coming, partners could do a better job selling for us. They could even spot upcoming opportunities when a feature was still technically in the pipeline.

5. Maintain regular communication.

It’s natural to feel like your job is done once the ink is drying on the partnership agreement. It’s out of your hands, right? In my experience, it almost never works that way.

The best partners are the ones you’re in close communication with, nurturing the relationship, strategizing together, and outlining what mutual wins you can achieve next. If new partners don’t hear from you, trust me — you’re unlikely to hear from them.

6. Don’t forget your role.

Just because a partner is bringing you referrals or perhaps even closing deals on your behalf doesn’t mean you can forget basic sales fundamentals. It’s still critical to qualify prospects or new customers thoroughly to ensure they’re a good fit, understand their unique needs, establish your own relationship, and deliver a seamless onboarding experience.

In fact, these things are even more important for indirect sales, because a subpar experience has the potential to hurt your relationship with a valuable partner in addition to costing you a customer. Need a quick refresher on some best practices? Check out these B2B Sales Tips.

Indirect Sales, Direct Impact

To me, the term “indirect sales” is a bit of a misnomer — mainly because it sounds like someone else is doing all the work. Not surprisingly, if you approach potential partnerships like you’re going to sit there and take orders as the hot leads come rushing in, you’re going to be disappointed.

Instead, go into indirect sales with intention. Leverage the tips and best practices I discussed — from carefully selecting partners and enabling their success to maintaining strong relationships and continuously improving your approach. It takes work to set up and manage a partner program, but the reward is growth that can be hard to get otherwise.

In the end, indirect sales isn’t about outsourcing your sales function. It’s about extending your reach and amplifying your sales potential. I’m fortunate to have learned this lesson early on, and I’d encourage you to sketch out a plan for an indirect strategy if you haven’t already. Your next big deal might come from someplace you never expected.

23 Elevator Pitch Examples to Inspire Your Own [+Templates & Expert Tips]

Whether you’re introducing yourself at a networking event, looking to hire talent to grow your business, or pitching to a potential client or investor, you’ve got a limited amount of time to convey your ideas. In situations like these, you need a short and easy-to-grasp explanation of your company and its positioning — in other words, an elevator pitch.

In this post, I’ll discuss what an elevator pitch is, review some helpful elevator pitch examples, see some elevator pitch templates you can reference, go over some elevator pitch best practices, and cover some key mistakes you need to avoid when delivering one of these speeches.

Let’s dive in.

→ Download Now: 25 Elevator Pitch Templates

Table of Contents

Pro tip: An elevator pitch is never an opportunity to close a deal. It’s an opportunity to earn more of your prospect’s attention and time. It’s a quick introduction to you, your company, and how you can help your prospect.

Elevator Speech Example

“Hi, I’m an account manager with Vacation Locator. We help travelers across the world plan their perfect holiday based on their interests, budget, and location preferences. With travel experts assigned to each account, we find the best deals and most unique experiences for each client, so they can enjoy their vacation, instead of stressing about planning it. On average, we’re able to save travelers up to 30% on expenses such as hotel and airfare.”

elevator pitch examples and templates from hubspot

Download HubSpot’s Elevator Pitch Templates

When to use an elevator pitch?

You can pull your elevator pitch out at functions like networking events or conferences, over virtual calls, and even in job interviews or at career fairs. Keep your elevator pitch goal-oriented — for instance, “I help companies like yours increase production by up to 30% without additional cost.— and always end with a business card or request to connect on LinkedIn.

If you’re curious about what an elevator pitch should look like, or you’re ready to jumpstart the pitch creation process, download the templates above. We’ve compiled several elevator pitch examples, from more sales-focused pitches to funding requests.

No matter which type of pitch you’re delivering, keeping things concise is key. You don’t want to waste your listener’s time. Speaking of time, let’s discuss how much time you should spend on an elevator pitch.

Because you have such a short window for delivery, you should have an effective elevator pitch prepared before you need it.

Pro tip: You’ll want a strong hook to capture attention and a clear purpose to keep it.

Let’s take a closer look at how to put one of these pitches together.

How to Write an Elevator Pitch

1. Use elevator pitch templates.

elevator pitch templates

Download Free E-Pitch Templates

These templates help structure pitches for three key audiences: prospects, investors, and potential network connections — making the elevator pitch creation process easier and freeing you up to focus on perfecting the delivery.

Prefer to start from scratch? Let’s dive into building an elevator pitch of your own.

2. Introduce yourself.

Remember the five Ws? Start your elevator pitch with the “Who?” for two reasons. First, it gives your prospect some pretty mission-critical context — you won’t get too much mileage out of an elevator pitch if they have no idea who you are or who you’re with.

Second, it can make the whole experience a bit more approachable. A friendly introduction helps set the stage for a more natural engagement.

3. State your company’s mission.

You need to know what your business does if you’re going to pitch it effectively. Revolutionary stuff, right?

Seriously though, you want to include some insight about your business — and a lot of the time, that means briefly speaking to its mission and goals. Including a section where you give a thoughtfully tailored reference to your company identity can give a prospect valuable context and develop a little trust on a dime.

It can be as simple as something like, “I’m a sales rep at Better Than the Rest Cable. We help hotels across the U.S. pair with the perfect cable provider and plan for their region and needs.”

4. Explain the company value proposition.

This might be the most important base to cover. A prospect isn’t going to be interested in a solution that they can’t see the value in, so naturally, you need to be able to articulate a compelling value proposition in your pitch.

Provide a sentence or two that covers why your product or service is worth it. Not sure where to start? Try explaining why your current customers are so happy with you:

“I’m a sales rep at Better Than the Rest Cable. We help hotels across the U.S. pair with the perfect cable provider and plan for their region and needs. With regional experts assigned to each account, we help hotels identify the most cost-effective and guest-delighting cable plan for them.”

In one sentence, you’ve told the prospect what sets you apart and how you can bring them value.

example elevator pitch

Source

5. Grab their attention with a hook.

You’ve spent the pitch up to this point lining them up. Now knock them down. Give them the bit that’s going to prompt that second conversation — hit them with the hook.

That can come in the form of an enthralling story about a customer, some exhilarating information about your company’s founders, a fascinating statistic about your offering, or something else that’s neat and engaging to round things out and keep them interested.

Let’s finish up the pitch we’ve been running with with an attention-grabbing statistic.

“I’m a sales rep at Better Than the Rest Cable. We help hotels across the U.S. pair with the perfect cable provider and plan for their region and needs. With regional experts assigned to each account, we help hotels identify the most cost-effective and guest-delighting cable plan for them. On average, we’re able to save hotels up to 25% on their annual cable bills.”

6. Make your pitch conversational.

According to Patrick Beltran, Marketing Director at Ardoz Digital, you want to “[a]void sounding too sales-y. In my experience, people often shy away from elevator pitches that feel like a typical sales pitch. Your elevator pitch should come across more like a casual chat than a sales pitch. The aim is to spark interest, making the listener curious to learn more, not to seal the deal immediately.

“Instead of aggressively promoting our brand, we suggest ‘We’re looking to work with companies to address some of their marketing challenges. Perhaps you’d be interested in exploring this opportunity?’

7. Keep it simple and focused.

Gauri Manglik, CEO and co-founder of Instrumentl, says, “The most important tip I can offer for creating and delivering an effective elevator pitch is to keep it simple and focused. Have one clear message or key insight you want to convey and structure your pitch around that.

“For example, if you have a new product, focus on articulating the core problem it solves and how it uniquely solves that problem. Say something like, ‘We’ve developed a new tool that helps sales teams reduce the time spent on administrative tasks by over 50% each week. By streamlining CRM data entry and reporting processes through an intuitive mobile interface, account managers can spend less time pushing paper and more time building key relationships.’

“You have 30 seconds; one clear message is enough to spark interest for follow-up. With practice, a simple pitch can become a compelling story that fuels a meaningful first conversation. Keep it short — make it count.”

8. Read and edit the pitch.

Once you have everything written out, read it aloud to make sure it sounds natural. Overly rigid, borderline-robotic pitches are rarely compelling. If it seems too stiff and formal, go back to the drawing board — at least a little.

Ideally, this somewhat casual pitch will be a prelude to a more formal, in-depth conversation — so striking a balance between professional and conversational with your pitch is in your best interest.

Elevator Pitch Templates

Now that you know how to write an elevator pitch, download HubSpot’s 25 free elevator pitch templates to turn insights into action. These templates can be used to make a sale, start networking, or jumpstart a deal for business capital.

Featured Resource: 25 Free Elevator Pitch Templates

elevator pitch examples from templates

Download Free E-Pitch Templates

Our templates follow established best practices for elevator pitches. Each one includes:

  • A personal greeting. Start every pitch by establishing a human connection and making your prospect feel seen and heard.
  • A statement of your company’s mission. Your mission can be blended with your value proposition and vice versa. But this piece of information is essential to get your prospect’s buy-in quickly.
  • A hook to get your audience’s attention. The hook can be as simple as a probing question or a highly personalized statement that’s been tailored to your prospect’s needs. Either way, the hook will often seal the deal.
  • A real example. See the template in action by reading a filled-out example, allowing you to visualize what your pitch may look like as you refine and edit it.

Using these templates allows you to save precious time and focus on the essence of the pitch instead of minute details.

30-Second Elevator Pitch Examples

Looking for some inspiration? The following elevator pitch examples illustrate different ways to describe what you can offer in 30 seconds or less.

1. An Attention-Grabbing Question

example elevator pitch question

“Has your boss ever asked you to whip up a quick report before the end of the day? You say yes with a sinking heart — because you know it’ll be the opposite of quick. The founders of my company, AnswerASAP, constantly dealt with this problem in their roles as marketing executives. So they created a tool that puts all your data in one place and creates unique reports within 30 seconds or less.”

This elevator pitch is effective because:

This pitch works on a few key levels: Right off the bat, it has a straightforward but compelling hook with that leading question — it’s tailored to get your prospect to place themselves in a specific scenario.

It’s also framed with language that strikes a balance between engaging and accessible — admittedly, it might be a bit folksy for some sales professionals’ tastes (the “sinking heart” piece could read as a little too melodramatic for some, but I like it), but it’s still attention-grabbing.

It’s also relatable and rooted in empathy. It calls out an “Oh geez, all of us in the industry have been there, am I right or am I right?” situation without being too hokey or heavy-handed, speaking to a key pain point that’s general enough to cast a wide net but specific enough to invoke a relatable feeling.

2. The Credibility Boost

“As an account executive for AnswerASAP, I talk to hundreds of marketers per month, and 99% of them hate creating reports. It’s time-consuming, it’s tedious, and it’s usually not your highest priority. That’s where our tool comes in — it pulls from all of your data to create any report you want in less than the time it takes to pour a cup of coffee.”

This elevator pitch is effective because:

This one’s big selling point is how it demonstrates authority. Your elevator pitch isn’t a time to be modest, which is why it leads off with the speaker demonstrating some clout.

Like the previous one, it speaks to a “common but specific” pain point for the prospect on the other side of the pitch, covering an issue that many (if not most) marketers deal with consistently — and the “look at how many of your peers I talk to every month” element supports that.

And finally, it ends with an accessible but vivid metaphor about how efficient the resource is. I’ll go out on a limb and assume that most prospects have poured a cup of coffee in their lives. It’s a frame of reference that’s equal parts relatable and engaging — in short, it works.

3. The Surprise Ending

“Say you want to know how many leads from your webinar campaign became customers versus leads from your trade show booth, but you only want to see customers who bought two products and weren’t already in your database.

How long would it take you to create that report?

If you had AnswerASAP, a data and reporting tool, you’d already know. It creates reports in a matter of seconds.”

This elevator pitch is effective because:

Holy heck! My goodness! What a twist! Bet you didn’t see that ending coming — and neither will your prospects.

Okay, that might be overkill, but this kind of pitch works for a few reasons. First, it runs through a “common but specific” scenario that businesses in the prospect’s industry likely deal with. Showing that you’re familiar with a prospect’s space gives you some instant credibility.

From there, it offers an engaging, cheeky way to plug your solution. You raise a pressing pain point and immediately position your offering as the best way to solve it. It’s slick, creative, and fun — taken together, those elements give you some serious staying power.

4. An Outlandish Stat

elevator pitch example outlandish stat

“Your marketing team members will each spend approximately 8,730 minutes of their work year putting together reports. Across your teams and departments, how much money can you save if you took that chore off their to-do lists with AnswerASAP, the reporting tool that automatically pulls your data into an easy-to-read (and send) dashboard? We’ve saved companies tens of thousands of dollars per year, and they’re operating more efficiently than ever.”

This elevator pitch is effective because:

Geez Louise! If you thought the last one was shocking, just wait until your prospects hear this one! Really though, citing outlandish numbers is one of the better ways to cultivate fact-based urgency — a real and justified gravity to your pitch.

It gives them a clear-cut sense of the price of inaction and positions your solution as the best way to avoid it. This might sound obvious, but pain points should be painful — this kind of pitch is one of the more straightforward, interesting ways to get there.

5. The Story

“The founders of my company were originally marketers. The worst part of their day, by far, was … Want to take a guess? No, it wasn’t arguing with Sales. They detested making reports. I don’t blame them. You know what a pain in the neck it is. That’s why they created AnswerASAP. You can create any report you want in a matter of seconds.”

This elevator pitch is effective because:

Want to hear a story? Once upon a time, cognitive psychologist Jerome Bruner theorized that people are 22 times more likely to remember a fact when it’s presented as part of a story — he then went on to become the 28th-most-cited psychologist of the 20th century and lived to 100. The end.

You’re probably wondering why I just shared that wild emotional roller coaster of a narrative. Well, reader who totally doesn’t think I’m reaching with this description, it’s because the elevator pitch above it tells a story, too — ensuring it sticks with the prospects who hear it.

6. A Customer Story

“Siena Rosen, a marketer at Dunder Mifflin, used to spend 30 minutes per day manually creating reports. Now that she uses AnswerASAP, that’s gone down to four minutes, and she’s building twice as many reports. Our tool helps marketers like Siena answer any question on their mind (or their boss’s) nearly instantly. If you’re curious, I can explain more.”

This elevator pitch is effective because:

Remember that one time, way back, when I talked about how people are 22 times more likely to remember a fact when it’s presented as part of a story? The same principle applies here.

Telling a story where you reference a customer can make for a compelling narrative thread to an elevator pitch — along with some solid social proof to give you some immediate clout and demonstrated value.

7. The Reality Check

elevator pitch example of the reality check strategy

“Every day, the average marketer spends half an hour putting together reports. Most of the time, these reports are barely glanced at — or worse, ignored altogether. AnswerASAP, which stores all of your data from every tool your business uses, is a game-changer here. Just type what report you want: For example, A bar chart of revenue from every lead source in the past month. You’ll get your report in 30 seconds.”

This elevator pitch is effective because:

I touched on it earlier, but revealing the price of inaction is often the best way to cultivate urgency in an elevator pitch — striking a chord by touching on a pain point … and again, a pain point isn’t particularly valuable if it isn’t, well, painful.

This brand of elevator pitch leans into that trend. It walks your prospect through an engaging narrative where they’re posed with a common problem and confronted with the all-too-common consequences of not solving it. That makes for some killer elevator pitch material.

8. The Joke

“How many marketers does it take to do monthly reporting? None, if they’ve automated the process with AnswerASAP. Each employee that uses this tool saves 30 minutes per day on average, which is time they can spend on marketing tasks more worthy of their time, such as improving performance on campaigns and increasing ROI across the board.”

This elevator pitch is effective because:

This one can be tricky — it kind of hinges upon how funny your joke is, so leverage it at your own risk. That being said, if you can make your prospect chuckle, you have a pretty engaging elevator pitch on your hands.

Humor is a relatable, disarming way to demonstrate your familiarity with your prospect’s industry — you can’t riff about the ins and outs of your prospect’s industry without a somewhat intimate understanding of what they deal with.

9. The Emotional Appeal

“When I started my career in marketing, I thought I would be making a difference for my organization right away, but as the junior member of the team, all the reporting and administrative tasks were pushed onto me. I was spending so much time creating reports for key stakeholders that could’ve been diverted to more important revenue-generating activities. If you’re not using AnswerASAP, you’re spending too much of the organization’s time, money, and talent on something that can be generated by our tool on-demand in 30 seconds.”

This elevator pitch is effective because:

Relatability has been a pretty consistent thread through this list up to this point — and this one leans on it the most. Emotional appeals can be tough to navigate, but when done right, they make for some of the most resonant pitches possible.

Playing on a prospect’s emotions is one of the better ways to frame pain points as pressing and to create urgency in a 30-second window. This pitch also allows for a hard-hitting, “mic drop” conclusion. If you can stick the landing with one of those, you can really make an impression.

10. The One-Liner

elevator pitch example of the one-liner

“AnswerASAP saves marketers time by eliminating the tedium of data gathering and formatting to create beautiful marketing reports in less than 30 seconds.”

This elevator pitch is effective because:

This one strips your pitch back to the bare necessities. No flash, no frills — just your core message. It’s risky, but if you feel like you can get an effective, resonant message across in a sentence or two, this might be the one for you. Sometimes, trimming the fat is the way to go — if you think this kind of brevity will work with your prospect, roll with it.

11. The Mutual Connection

“As I understand it, we have a mutual connection — Zachary Koch. His company was able to cut its software development lifecycle in half by leveraging our solution. Seeing as you two are industry partners of a similar scale, would you like to hear more about what we did for him and could do for you?”

This elevator pitch is effective because:

According to HubSpot’s 2024 State of Sales report, referrals from existing customers generate the highest quality leads, demonstrating that prospects generally trust other prospects more than the businesses that sell to them. If your solution has worked for someone in a prospect’s network, you should consider referencing that connection.

Even the most casual of name drops can give your elevator pitch some invaluable credibility. Social proof that’s close to home goes a long way.

12. The Advisor

“We’ve found that one of the key issues growing SaaS companies struggle with is content marketing. This past year, we helped a number of your industry peers create, publish, and promote blog content to support their inbound marketing efforts, resulting in an average 20% increase in leads generated. Would you like to hear more?”

This elevator pitch is effective because:

This pitch gives you the space to demonstrate familiarity with a prospect’s work and position yourself as a valuable, consultative resource whose specific insight is specifically positioned to help them … specifically.

It also balances insight with hard results — an ideal combination when trying to hook a prospect and build quick credibility.

13. The Networker

“Hi, it’s nice to meet you! I’m Nathan with AnswerASAP. We’ve been able to help our clients cut down the time they spend creating reports from 30 minutes to 30 seconds, giving them more time to focus on revenue-generating work. Would you like to know more?”

This elevator pitch is effective because:

I feel like I’m saying this a lot, but I’ll say it again — you want to be conversational, approachable, and relatable when conducting an elevator pitch. This elevator pitch example checks those boxes without sacrificing practicality and professionalism.

14. The Salesperson

“Do you actually enjoy manually creating reports? Neither do we. In fact, at AnswerASAP we hate it so much that we’ve created an automated reporting tool that keeps all of your data in one place, allowing you to create customized reports in 30 seconds or less. We know you’re a growing company that needs a quick and easy way to create reports without taking away time from high-priority tasks, and AnswerASAP can help you with that. Is this something you’d like to learn more about?”

This elevator pitch is effective because:

An elevator pitch like this one is effective because it immediately calls out a common pain point and positions your offering as the best possible solution. It also covers some key benefits and poses a call-to-action at the end.

15. Business Owner to Business Owner

“I’m obsessed with your products at ABC Inc., and I’m so inspired by the work that you do. However, I’m going to be honest: I noticed some major opportunities to improve your reporting processes and overall efficiency. Have you ever thought about switching to an automated reporting system? It could help lower your time spent creating reports down to just a few seconds.”

This elevator pitch is effective because:

You know what (almost) everyone loves? A little tasteful flattery. This elevator pitch example leads off with a thoughtful compliment that speaks to legitimate knowledge about the prospect’s business.

Elevator Pitches From Real Sales Leaders

1. “Streamline web project management with Webvizio.”

Dan Ponomarenko, CEO of Webvizio, offered this pitch:

“At Webvizio, we streamline web project management for digital teams, making collaboration seamless. Our platform allows you to visualize changes, communicate in real time, and manage feedback efficiently — all in one place. We eliminate the clutter of back-and-forth emails, so you can focus on what you love: creating. Interested in simplifying your project processes and enhancing team productivity?”

2. “Deliver a clear tech talent solution with EchoGlobal Tech.”

Lou Reverchuk, co-founder and CEO of EchoGlobal Tech, offered this pitch:

“Hello, I’m Lou, representing EchoGlobal Tech, where we bridge the gap between innovative tech projects and top remote software developers. At EchoGlobal, we understand that the right talent makes all the difference. That’s why we guarantee no AI matchmaking and no juniors pretending to be senior devs. Always quality over quantity with us. Imagine having a dedicated expert who truly understands your project’s vision and transforms it into reality. Let’s set up a time to discuss your hiring needs.”

3. “Simplify the insurance buying experience with Dundas Life.”

Gregory Rozdeba, CEO of Dundas Life, offered this pitch:

“Imagine buying life insurance the way you shop online — quick, easy, and transparent. At Dundas Life, we streamline the complex process of finding the right insurance, making it accessible at your fingertips. With us, you’re not just a policy number; you’re in control, informed, and secure. Let’s make insurance straightforward together.”

4. “Engage with real estate investment expertise with EZ Sell Homebuyers.

Mike Wall, CEO of EZ Sell Homebuyers, offered this pitch:

“Looking to maximize your real estate investment? With over two decades of experience and a portfolio of over 30 properties, I provide tailored advice that turns real estate into real results. Let’s discuss how I can help you achieve your property investment goals today.”

5. “Enhance your online visibility with CodeDesign.”

Bruno Gavino, founder and CEO of CodeDesign, offered this pitch:

“Hi, I’m Bruno from CodeDesign. We often see companies struggle to gain visibility in the digital space, losing potential revenue to competitors who dominate online. Our agency specializes in leveraging advanced data analytics and custom digital strategies to enhance your online presence, driving more traffic and increasing sales. Imagine what it would be like to see your business outperform competitors by simply optimizing your digital marketing. Let’s chat about how we can make that happen for you.”

6. “Illuminate spaces with quality lighting with Festoon House.”

Matt Little, director at Festoon House, offered this pitch:

“Imagine transforming your space with lighting that’s not only beautiful but also built to last. At Festoon House, we’re dedicated to crafting premium lighting solutions that elevate your style, enhance your ambiance, and stand the test of time. From modern chandeliers to industrial-chic fixtures, our products are designed to inspire and impress. Join the Festoon House family, and let’s brighten up your world together — one light at a time!”

7. “Solve food waste with RedBat.Agency.”

Gert Kulla, CEO of RedBat.Agency, offered this pitch:

“We’re tackling the issue of food waste in restaurants. Our app allows diners to buy surplus food at a discount while helping venues reduce waste and generate extra revenue. This creates a win-win for businesses and customers looking to save money and curb food waste.”

8. “Elevate travel with JetLevel Aviation.”

Fahd Khan, director of marketing and technology at JetLevel Aviation, offered this pitch:

“At JetLevel Aviation, we provide top-tier private jet charter services, ensuring fast, flexible, and seamless travel for high-profile clients. Unlike traditional charter companies, our bespoke solutions and access to a wide range of luxury jets guarantee that your travel experience is not just efficient but also tailored to your specific preferences and schedules. Let us elevate your travel experience to the next level.”

Elevator Speech Best Practices

1. Keep it brief.

Be as brief as possible while capturing a prospect’s attention. Try to stay under 60 seconds, including your introduction. Even if you’re delivering your elevator speech during a formal presentation, where you have time to elaborate if needed, keep the bulk of your pitch under 60 seconds to stay memorable.

2. Practice multiple times beforehand.

You may have written the most incredible elevator speech for your product, but if you hamper the delivery by misremembering or even forgetting parts of your pitch, it won’t be an effective tool. Be sure to practice by yourself, with your manager, and with your colleagues.

The goal isn’t just to memorize it but to practice your tone, pace, and overall delivery.

3. Come prepared with additional materials.

When you’re delivering your elevator pitch, be prepared for the call-to-action. Whether it’s a business card, a brochure, or a short demo, have materials on hand for a follow-up.

The elevator speech is your opportunity to begin a deal on the right foot and speed up the nurturing process. Typically, you might take weeks emailing a prospect before they’re ready to schedule a meeting with you, but an elevator pitch speeds that work.

4. Be positive and enthusiastic.

It’s essential to show your personality during your elevator pitch, but whether you’re a quiet, calm introvert or a charming, excitable extrovert, you should still convey positivity and enthusiasm.

Use your body language and expression to keep things positive, even if your tone is quiet and calm. Highlight the amazing benefits your prospect will enjoy if they sign up or tell a positive story featuring a client.

Make it obvious that you want to help your prospect more than anything — which will make you sound positive by default.

5. Vary the tone of your voice.

As you deliver your pitch, vary your tone to keep your listener engaged. This will help you emphasize the most important parts of your speech — such as the benefits — while keeping your prospect’s attention.

The pitch may be short, but you’ll be surprised at how easily people can tune out based on your tone alone.

What Not to Do in an Elevator Pitch

1. Don’t ramble.

“I’ve been a rep at Sales-R-Us for five years now. They’re the best company I’ve ever worked for. I’ve loved my time there. I started as a BDR and have worked my way up to a senior position. I’ve never looked back. I also love the services we sell. I can’t wait to tell you about them. Sales-R-Us helps companies become more efficient with their sales through training, evaluation, and leadership management — and that’s just to name a few. Would you be interested in learning more?”

This elevator pitch is not effective because:

  • It’s too long.
  • The rep spends too much time talking about themself.
  • It never gets specific or actionable.
  • It never provides actual examples or attention-grabbing facts.

2. Don’t use too much jargon.

“At Stratosphere Solutions, our OS-level virtualization delivers software in containers, all of which share the system of a lone operating system kernel. These containers are isolated but can communicate with one another through well-defined channels. Ultimately, this lets you use fewer resources than traditional virtual machines.”

This elevator pitch is not effective because:

  • It’s inaccessible to someone without relevant technical knowledge.
  • It features too much jargon.
  • It tries to condense an extremely complicated topic into 30 seconds.
  • Its value proposition isn’t clear-cut.

3. Don’t under-emphasize the problem you’re solving.

“It’s possible that you may run into issues when putting reports together for your boss. For instance, things may go awry every once in a while, such as disappearing data or disagreeing sources. With AnswerASAP, you can lay those worries to rest. We have a few features that will help you with those issues if you ever run into them.”

This elevator pitch is not effective because:

  • It treats a customer problem as a possibility and not an urgent reality.
  • It’s vague (“things may go awry”) and doesn’t emphasize how those issues can hurt the prospect.
  • It doesn’t specify the product features that will solve the prospect’s challenges.
  • Because it never goes into detail, it shows little research and care.

Reel in Clients With an Effective Elevator Pitch

While a short speech may seem insignificant, those first conversations can hold some weight. With a well-crafted pitch, you can turn a single conversation with a prospect into a long-lasting business relationship. I hope you found these examples helpful and are inspired to craft your own effective elevator pitch.

Editor’s note: This post was originally published in August 2019 and has been updated for comprehensiveness.

The B2B Buyer’s Journey Has Changed — Here Are 7 Ways to Keep Up, According to G2’s Director of SMB Sales [+ New Data]

The B2B buyer’s journey has shifted profoundly over the past few years; if you’re wondering why, I’ve got one answer: An overwhelming amount of choice. As G2’s Director of SMBs Mike Buscemi explains, “Software buyers today act like B2C consumers because they have so many options. Hundreds of software vendors are out there, and over 115,000 are on G2. Buyers have an abundance to pick and choose from.” Ultimately, this means the seller’s journey will have to shift, too.

Download Now: 2024 Sales Trends Report [New Data]

I spoke with Mike about how the software buyer’s journey — a popular branch of B2B sales — has changed, according to G2’s 2024 Buyer’s Behavior Report data, and how salesfolks can expect the B2B sales strategy to pivot in 2025. I’ll also unpack some other insightful stuff, from deciphering how the new-age B2B buyer’s journey actually works (and how to map it out) to outlining applicable recommendations so you can effectively tailor your own sales strategy.

All of this said, there’s a ton to cover, so let’s get into it.

Table of Contents:

Traditionally, the B2B buyer’s journey has been viewed as a linear progression through three specific stages; they’re as follows:

  • Awareness: The buyer becomes aware of a problem or opportunity
  • Consideration: They research and consider potential solutions
  • Decision: They evaluate specific vendors and make a purchase decision

a hubspot-branded graphic highlighting the B2B buyer’s journey, step-by-step, from the awareness stage, to the consideration stage, to the decision stage

But today, this journey has become increasingly complex and non-linear. The traditional three-stage model still provides a foundation, but modern buyers are already engaging with multiple touchpoints, across multiple channels, pre-purchase. Nowadays, consumers are expecting a more personalized, genuine approach.

Basically, if you want to capture a customer, satisfying the core pillars of B2B buying is, unfortunately, considered as “meeting expectations.” Recent data from HubSpot’s State of Consumer Trends Report even echoes this reality. Check out some key findings:

  • 63% of U.S. consumers say it’s more important for marketing videos to be authentic than polished
  • 50% of U.S. consumers appreciate when brands share their values
  • 1 in 4 social media users brought a product on social media in the past 3 months

Because of this dawn of authentic consumer expectations, businesses need to align their sales and marketing efforts with how buyers research, evaluate, and, most importantly, decide on solutions.

If you haven’t made the shift yet, don’t worry. There’s still time. Making this adjustment begins with completely dissecting the B2B buying journey you know (and may love) to explore how it’s functioning in today’s digital-first world. I’ll cover how to do this in the next section.

B2B Buyer’s Journey Stages

Before I discuss all the ways in which the B2B buyer’s journey has been completely flipped on its head, I think it’s fitting to start with explaining the foundational stages that have traditionally defined it.

As mentioned above, the B2B buyer’s journey has followed a relatively straightforward path for years. Buyers identify a problem, research solutions, and decide after carefully considering their options. For years, this process worked for sales teams; it gave them predictable milestones to follow, making it easier to guide prospects from one stage of the sales cycle to another.

But, as I’ve already shared, how B2B buyers approach purchasing decisions has evolved substantially over the last few years. Things just ain’t the way they used to be.

To help you better understand how the buyer’s journey has advanced, I’ll first dive deep into its traditional structure, which we’re both (likely) pretty familiar with. Check out my full, more detailed breakdown below:

1. Awareness: The buyer becomes aware of a problem or opportunity.

At this stage, the buyer recognizes a gap, inefficiency, or challenge within their organization. Naturally, they’ll begin researching industry trends, reading reports, and consuming educational content to understand their problem more deeply and clearly.

Typically, during this stage, B2B buyers will ask themselves (and intently research) questions like:

  • Are other companies in our industry experiencing similar issues?
  • Who within our organization should be involved in addressing this challenge?
  • What specific challenges are we facing, and how are they affecting our business?

I’ll give you an example: This stage could look like a marketing manager at a mid-sized company realizing their current email automation tool isn’t effectively nurturing leads, leading to a drop in conversion rates. To address this issue, they begin researching common pain points in email marketing automation and exploring potential solutions.

2. Consideration: They research and consider potential solutions.

Now that the buyer has clearly defined their problem, they begin exploring different solutions and approaches.

This stage involves reading case studies, attending webinars, consulting peers, and analyzing feature comparisons to determine which solutions are worth investing in.

I’ll continue on with my example from the awareness stage: After identifying the need for a better email automation tool, the marketing manager starts researching different software solutions. They’ll probably read customer reviews on platforms like G2, scope out industry reports, and review feature lists to see how products compare against each other. They’ll also sign up for free trials and attend webinars to evaluate how well each option aligns with their needs.

3. Decision: They evaluate specific vendors and make a purchase decision.

At this stage, B2B buyers have narrowed their options and are comparing specific vendors. By this point in their journey, they seek validation through customer testimonials, product demos, free trials, and stakeholder buy-in.

Before deciding, they also review pricing, implementation processes, contract terms, and customer support.

Lastly, to finish out my example, after testing a few email automation tools and gathering feedback from their team, the marketing manager narrows the options down to two vendors. They schedule demos with sales representatives, request customized pricing based on their company’s needs, and analyze ROI projections. They choose the tool that offers the best balance of customer support, ease of use, and scalability, then finalize the purchase contract and implementation plan with the selected vendor.

What the B2B Buying Journey Looks Like

So, now you know the truth: the B2B buying journey has gotten a serious makeover due to digital transformation, increased buyer empowerment, and a growing demand for candidness. These factors have diverted the journey from its customary phases and toward an experience that’s a little more dynamic and, well … more complex.

Gartner’s contemporary assessment of the B2B buyer’s journey offers some more enlightenment on all this. Buyers embark on a non-linear journey that involves looping through various “buying jobs” rather than progressing through sequential stages (like we’ve been used to seeing all these years).

Instead of moving straight from problem identification to purchase, buyers often revisit earlier stages, reassess their needs, and gather additional input before making a final decision. These buying jobs include:

a schematic-style image of the B2B buyer’s journey that demonstrates a more complex experience, from problem identification to supplier selection

Image Source

1. Problem Identification: Recognizing and defining the problem or need.

B2B buyers begin by analyzing their organization’s pain points, inefficiencies, or missed opportunities. This step often involves internal discussions, data analysis, and stakeholder input to determine if the issue is significant enough to warrant a solution.

To sketch a more illustrative picture, I’ll introduce a brief example: A VP of Sales at a growing tech company notices that their team is struggling to hit quota due to inefficiencies in tracking and managing leads. After reviewing CRM data and gathering feedback from sales reps, they identify that their current sales software lacks automation and integration capabilities, prompting them to explore more advanced sales enablement solutions.

2. Solution Exploration: Researching and evaluating potential solutions.

At this stage, buyers explore various ways to address their challenges. They may read industry reports, attend webinars, consult peers, or analyze competitor strategies to understand the available options.

I’ll continue with my example to further explain this buying job: The VP of Sales, recognizing the need for a more efficient solution, begins researching popular sales enablement tools. They read reports on the latest CRM advancements; they reach out to peers in their network to gather insights on which platforms have improved sales productivity. Additionally, they analyze how competitors are structuring their sales processes to identify best practices that could help their team close deals more effectively.

3. Requirements Building: Determining the specific criteria and features needed.

Buyers outline the must-have functionalities, budget constraints, implementation considerations, and other key factors influencing their decision. This step ensures they select a solution that aligns with business goals and operational needs.

My example proceeds as follows: The VP of Sales compiles a list of essential features the new sales enablement tool must have, including automated lead scoring, seamless CRM integration, and real-time analytics. They collaborate with the finance team to define a budget and consult with IT to assess implementation feasibility and security requirements. They also gather input from sales reps to ensure the chosen solution will be user-friendly and enhance productivity without disrupting existing workflows.

4. Supplier Selection: Identifying and comparing potential vendors.

Buyers create a shortlist of vendors that meet their established requirements. They often narrow their choices by comparing pricing models, customer support options, integration capabilities, and past client reviews.

My example continues: The VP of Sales narrows down the options to three sales enablement platforms that meet their must-have criteria. They schedule product demos with each vendor, request tailored pricing based on their team’s size and needs, and gather feedback from sales managers who participate in the trials. To ensure a well-informed decision, they also review case studies, compare customer support offerings, and assess contract flexibility before selecting the vendor that best aligns with their company’s growth strategy and operational requirements.

5. Validation: Confirming the chosen solution meets the requirements.

Buyers seek proof of value through case studies, product demos, free trials, or pilot programs. They may also request references from existing customers to ensure the solution performs as promised.

Next: The VP of Sales schedules demos with the three shortlisted vendors to see their sales enablement tools in action. They sign up for a free trial to test key features like automated lead scoring and pipeline forecasting with real sales data. To further validate their decision, they reach out to each vendor’s existing customers, asking about their experience with implementation, support, and overall impact on sales performance.

6. Consensus Creation: Gaining buy-in and approval from all stakeholders involved.

In B2B sales, purchasing decisions rarely rest with one person. Buyers must align various stakeholders to ensure everyone agrees on the chosen solution before proceeding.

Lastly: The VP of Sales schedules meetings with key stakeholders, including:

  • The CFO to justify the investment
  • The IT team to confirm system compatibility
  • Sales managers to ensure the tool meets their team’s needs

They present data from their research, including cost-benefit analyses and case studies from similar companies, to build a compelling case for adoption. After addressing concerns and gathering feedback, they work toward consensus, ensuring all departments are aligned before moving forward with final negotiations.

How to Map the B2B Buyer’s Journey

Since the B2B buyer’s journey has changed, mapping its progress has become inevitably more layered. Again, this requires businesses need to take a more intentional, data-driven approach to connecting with potential customers, ensuring that every touchpoint aligns with a buyer’s decisions.

a hubspot-branded image highlighting how to map the B2B buyer’s journey

Here’s how I recommend you map the B2B buyer’s journey on your own, step by step:

1. Understand who your buyers are.

You can’t do anything without knowing who you’re selling to. In short, this first stage of the B2B buyer’s journey is all about one thing: Research.

B2B purchasing decisions often involve multiple big-shot stakeholders with different concerns and priorities. Although you may primarily communicate with one individual, you’ll likely need approval from C-suite folks, managers, and other high-level executives to move the deal forward.

Thus, you’ll need to do the following:

  • Identify decision-makers, influencers, and important end-users involved in the buying process
  • Figure out their pain points, goals, and motivations when seeking a solution (it might help to look to recent news or current events that are relevant to them, that you can link your offering to)
  • Segment buyers based on industry, company size, or role to create tailored strategies

2. Determine which stages your buyers loop back to the most.

I’ve already shared that the traditional B2B buyer’s journey has three core stages: awareness, consideration, and decision. But, as I’ve also revealed, you shouldn’t expect an easy-to-follow with modern B2B buyers. Going forward, you should always assume buyers are taking the extra time to research independently and consult multiple sources for validation and credibility.

With that in mind, here are my tips for taking a closer look at how to identify buyer engagement patterns:

  • Recognize the information they seek at each stage (you can use this resource to help you collect journey analytics if you’re a HubSpot Sales Hub user)
  • Map out common questions and concerns that arise during the buying process
  • Analyze platforms and channels buyers use for research

3. Identify what channels buyers are engaging with.

This part of mapping out the “new and improved” B2B buyer’s journey closely connects to the previous step. Buyers interact with multiple channels before making a decision, so you’ll need to identify where they engage organically and, based on that information, how you’ll meet them.

Getting this information will absolutely require a commitment to doing some thorough deep diving, but I promise you it’s not as complicated as it may seem. Here’s what you’ll want to do:

  • Find out where/how your buyers consume content (blogs, LinkedIn, industry reports, social media influencers, etc.)
  • Identify their preferred engagement methods (look through those email blast stats, see if customers are utilizing live chat services via your website, if they’re scheduling product demos, etc.)

4. Audit existing content and resources.

Once you’ve clarified a buyer’s decision-making process and the ‘why’ behind their purchasing decisions, it’s time to evaluate whether your current content and sales resources are synced with each other and (of course) each stage of the B2B buyer’s journey.

Here’s what you’ll want to do to ensure that content strategy isn’t just comprehensive but accommodating for and to your customers:

  • Comb through your existing content library and find gaps; ask yourself if you’re missing content (i.e., FAQs or comparison charts) that helps buyers make a decision
  • Prioritize educational content, not just promotional (buyers don’t want a hard sell; they need to be eased into a purchase with facts, testimonials, and insights)
  • Provide a mix of written, visual, and interactive resources to match different buyer preferences

5. Implement a lead scoring and tracking system that works.

Here’s a (maybe) difficult pill to swallow: Not all leads are equally ready to buy.

And I already know you’re thinking about how you’re supposed to solve a problem like this. Luckily, there is a way to work with, not fight against, this hard truth (and your customers); it starts with a lead-scoring system. A lead-scoring system helps prioritize prospective buyers based on engagement, behavior, and intent signals.

Here’s how I recommend going about rolling out your own lead-scoring and tracking approach:

  • Assign point values to actions that indicate buying intent
  • Use CRM and marketing automation tools to keep a pulse on buyer engagement (HubSpot’s Sales Hub has really awesome, really advanced lead-scoring and tracking software)
  • Organize sales follow-ups based on buyer readiness (early-stage leads likely need a little more nurturing, late-stage leads may be ready for more formal outreach)

6. Align your efforts with marketing and sales.

Sales and marketing must work together to ensure a smooth transition from lead generation to conversion. I know this partnership isn’t always natural but it is 100% necessary to provide prospective buyers with the best experience possible with your product or service.

Here’s what I suggest doing to make this collaboration a lot less hard on your sales and marketing folks:

  • Define clear handoff criteria, and find an exact point in the B2B buyer’s journey where you think a customer could transition from a marketing-qualified lead (MQL) to a sales-qualified lead (SQL)
  • Double down on checking in with sales teams to confirm that they’re following up with content based on where a buyer is in their journey
  • Create shared key performance indicators (KPIs) and other metrics to measure success

7. Continuously optimize and refine the journey.

Buyer behaviors evolve, and so should your B2B journey map. What worked last year might not be as effective today, especially as buyers become more independent in their decision-making. This isn’t something to fear, though.

Here are my tips for what you can do to keep it up-to-date and results-driven:

  • Review conversion rates at each stage
  • Gather customer feedback to understand
  • A/B test sales messaging and content formats to improve buyer engagement

B2B vs. B2C Buyer’s Journey

The B2B and B2C buyer’s journeys may sound alike, but they aren’t as one and the same as you may think. While both involve decision-making, research, and evaluation of offerings, the complexity, timelines, and number of stakeholders involved vary distinctly.

I consider the B2B and B2C buyer’s journeys like distant family members: they’re not quite identical twins, just relatives with some overlapping traits. However, if you’re struggling with differentiating the two processes, take a look at the list I put together below that highlights their distinct features and significant contrasts:

a hubspot-branded featured image graphic of a halftone hand holding a shopping bag surrounded by dollar signs and a nametag that says ‘hello my name is buyer’s journey’

1. Both journeys are structured very differently.

The B2B buying journey is often a long, multi-step process. It involves extensive research and multiple decision-makers, and it can take weeks or even months to make a purchase decision. Businesses typically move through awareness, consideration, and decision stages with due diligence at each stage of the B2B buying journey.

Oppositely, the B2C buyer’s journey is much shorter and more emotional; it also involves fewer people. In the B2C buyer’s journey, there’s a great emphasis on brand appeal, convenience, and pricing. Buyers may move from awareness to purchase in minutes, especially for lower-cost items.

2. Difference in the sales cycle.

As I briefly mentioned above, B2B sales cycles aren’t necessarily completed overnight. They tend to be longer and more complex due to higher price points, contract negotiations, and the need for buy-in from other folks. The B2B sales cycle often involves demos, meetings, and detailed proposals before making a deal.

Conversely, B2C sales cycles take less time. Here’s why:

  • B2C purchase decisions are driven by impulse
  • B2C purchase decisions are likely influenced by brand recognition, trust, and familiarity
  • The B2C sales cycle can be expedited with pricing or promotional offers

Some high-stakes purchases may require more consideration (like electronics or fine jewelry), but most B2C purchases happen quickly.

3. Difference in buying decisions.

In the B2B buyer’s journey, buyers prioritize logic, efficiency, and ROI. Their decisions are based on factors such as:

  • Long-term value
  • Integration capabilities (aka how easily employees and stakeholders could adopt a product or service)
  • Scalability and future-proofing (aka ensuring the solution can grow with the company and adapt to evolving needs)

B2B buyers often seek out case studies, testimonials from other businesses in their industry, and detailed specifications before purchasing.

On the other hand, B2C buyers are all about emotional appeals, social proof, and marketing tactics. Brands that leverage social media marketing, loyalty programs, discounts or sales, and exclusive rewards will likely capture B2C buyers immediately and embolden them to make impulse-driven purchases more quickly.

4. Difference in marketing efforts.

When it comes to promotional and marketing efforts, the B2B buying journey is laser-focused on education, lead nurturing, and relationship building. Content marketing, webinars, LinkedIn outreach, and email campaigns are major in guiding buyers toward making an informed purchase decision.

B2C marketing and promotional efforts, however, totally rely on, as I’ve acknowledged, emotional appeals, social proof (i.e., customer reviews, influencer marketing, word-of-mouth endorsements), and authentic marketing campaigns that represent the buyer’s lifestyle, values, and aspirations.

How the B2B Buyer Journey Has Evolved — And How You Can Shift Your Strategy

In my experience working with various B2B SaaS clients, I’ve noticed a significant shift in how buyers approach software purchases.

While writing a white paper for a CRM client, I realized recently that buyers are using their autonomy to the fullest. They had already researched multiple options, read countless reviews, and tried free product versions. They were going to know everything I planned to enlighten them on. Go figure.

The only viable solution became apparent: My content needed to go beyond basic product information and focus on differentiators and specific use cases.

Here’s some insight into how I refined my approach and key suggestions (offered by G2’s Director of SMB, Michael Buscemi) for how you can do the same thing:

1. Buyers need more trust with all stakeholders involved in a sale.

In 2025, many buyers don’t trust sales. As a result, their buying preference has shifted to a self-service approach.

We recently surveyed 700+ consumers for our State of Consumer Trends report. Our data showed that 76% of consumers are concerned with how companies use their personal data, highlighting a serious need for sales teams to work on building transparency and trust.

Plus, 83% of buyers say they prefer the discovery stage of their buyer’s journey to be self-service; 79% only engage a salesperson at the last stage.

For many sales reps, it can feel like this erosion of trust between sales and prospects has accelerated over time.

But, as Buscemi points out, “I don’t think trust has fundamentally changed because you’ve always needed trust with your prospect or your customer to build a relationship that is founded in mutual respect. However, I think the way our information is available today has made it more acute in the minds of buyers and sellers.”

a hubspot-branded graphic of a quote from michael buscemi director of SMB at G2

Buscemi adds, “There are tons of studies that say a buyer is 60% to 70% of the way down the buying cycle before they even reach a rep — and those studies are 10 years old. Now, I’d argue people are probably even further down the funnel and know exactly what they want to purchase before a rep comes into the picture.”

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Fortunately, Buscemi offers solutions to ensure your sales team can build and maintain trust throughout the buyer’s journey in 2025. These include:

  • Acting as a consultant to your buyers. You’ll want to start each call with the four or five things your product can solve in direct response to your prospects’ most significant challenges — which requires making some assumptions and having a deeper understanding of their industry.
  • Sharing customer stories with your prospects. Sharing stories that directly tie into your prospect’s needs throughout the entire sales cycle is critical. For instance, if your prospect cares most about ease of use, share a related customer story. Alternatively, if your prospect is concerned with the implementation process, share a customer case study that makes the implementation process clearer.
  • Knowing how to speak your prospect’s language. If your prospect is in marketing, you’ll want to take marketing courses to talk to them about what they’re doing in their roles — which can help build trust and demonstrate your expertise.

In short, transparency won’t just resonate. It’ll lead to more engaging conversations and new clients.

2. Buyers require customer reviews to build trust.

Let’s look at some numbers:

Given the data, it’s vital you use reviews to build trust with prospects in 2025.

However, collecting reviews, primarily if you work at a small business, can feel a bit like a chicken-and-egg situation: If you don’t have reviews, it’s hard to build an online presence, but if you don’t have an online presence, it can be hard to collect reviews.

Fortunately, Buscemi told me there are tons of ways to collect more customer reviews. A few of his favorite review-collection strategies include:

  • Ask those who’ve already provided NPS scores to give you reviews since they’ve shown they’re open to giving feedback on your product or service
  • Build an in-app review strategy so that when users log in or out of a product, they’re automatically asked to leave a review
  • Request reviews from customers after implementation, when they’ve had a month or two to leverage your product
  • Request reviews on social media or through newsletters

Collecting reviews for your products or services isn’t just about collecting positive reviews either. A healthy mix of positive and negative reviews demonstrates more authenticity than simply having all 5-stars.

Negative reviews are also invaluable for helping you improve your product over time. As P.T. Barnum once said, in a way, bad press is technically good press.

It’s also important to note another thing: To take a compliant, ethical, and transparent approach to review collection, always pull lists representative of your customer base. This can include industry segments, but you cannot intentionally solicit from customers who are more likely to provide more positive reviews.

3. Buyers want to do business with true experts in the industry.

Take it from me: A prospect isn’t going to trust you if you don’t seem like you know what you’re talking about when it comes to their specific challenges and the industry at large, which is why you must become a true expert in your space.

Becoming an expert in B2B SaaS content creation didn’t happen overnight for me. I’ve invested countless hours in staying up-to-date with the latest industry trends. This includes regularly attending webinars, participating in online courses, and even shadowing sales calls with my clients (with their permission, of course).

Consumers are also increasingly looking to brands for education and information, with 40% of social media users saying they use these platforms to learn new things.

For Buscemi, this includes requiring everyone on his team to take several marketing courses.

He told me, “Everyone’s responsible for taking marketing courses so we can speak our prospects’ language right off the bat. We also do marketing strategy sessions, where we discuss how our product can fit into a broader marketing strategy.”

According to Buscemi, this helps each sales rep understand the pain points they’re solving beyond service-level pain. “We can be very consultative about how we’re going to help the customer with our solution,” Buscemi says.

Beyond requiring sales reps to take courses, his team also practices role-play, where the team takes turns listening to calls so everyone can say, “Here’s how you could tweak that.” This, he notes, gets the top reps to help other reps so everyone can learn together.

4. Buyers require a strong implementation process.

57% of buyers expect positive ROI within 3 months of purchase, putting pressure on sellers to show quick wins and prove value soon after implementation. Thus, strengthening your implementation process is a non-negotiable component of selling in 2025.

A smooth implementation process is necessary because it ties directly into what consumers value most. For starters, you’ll need to know which areas of the implementation process are the biggest roadblocks for past customers. I recommend conducting reviews to help you identify weak spots in your implementation process.

You might also leverage past customer reviews to share stories with your prospects about how other customers in the industry implemented your product or service. Hearing from peers is incredibly effective for prospects to learn how to implement the product best themselves.

Beyond that, Buscemi recommends each sales rep create a mutual success plan with their prospect.

As he puts it, “You’ll want to build a mutual success plan and gain agreement. This means chatting with the prospect and walking through, ‘Hey, here’s your responsibilities, and here’s our responsibilities,’ documenting the agreement and sharing it with the post-sales team.”

Bonus points, he adds, if you bring the post-sales team onto the call so they can speak through how it’s done, especially if your account executives aren’t involved in the implementation process.

5. Your sales reps need to prove value to more stakeholders.

27% of buyers said that they chose their implementation provider based on a recommendation from their software vendor. This means two things: 1) partnerships and referrals will play an even more prominent role in influencing B2B buying decisions, and 2) in 2025, your sales rep will need to prove your product’s value to more people to make a sale, increasing the complexity of the sales process.

To combat this challenge, Buscemi urges your sales reps to get comfortable asking, “Who else is involved in the buying process?”

He says, “There’s a number of ways you can nuance that question. You might ask, ‘What was the last piece of software you bought? Who was involved in that process? Who can say no when everyone else can say yes?’”

Buscemi continues, “You might also say, ‘Typically, when we sell this product, sales is involved. We often see them executing on X, Y, and Z. Does it make sense to bring them into our conversations?’”

a hubspot-branded graphic showcasing common questions to ask to find important stakeholders when navigating the b2b buyer’s journey

As more stakeholders get added to the buying process, it becomes increasingly critical for your sales reps to know your product inside and out.

Buscemi told me, “If I’m talking to a product team member, I might say, ‘Here’s how we typically work with your team,’ or, ‘Here’s a problem we typically solve for your team … Is that the case for you?’ Making sure you’re well-versed in each team’s pain points — and also the features, values, and benefits that your product offers for each individual — is critical.”

Buscemi notes that part of your job as a sales rep is knowing that information.

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6. Buyers need sales reps to become their own brand and take a solutions-focused approach.

Seeing the wide-scale shifts across sales in 2024 made me wonder: What additional changes does Buscemi predict for sales in 2025 and beyond?

He said, “I don’t think selling will ever go away in the sense that there are no more individuals responsible for helping guide people throughout the customer purchasing process.”

Buscemi emphasizes that the definition of what a seller is responsible for has changed drastically.

“I think we’re still in that migration where you’ve gone from a transactional salesperson to one that is an expert in the space, helping uncover additional challenges the customer may also face,” Buscemi says.

a hubspot-branded graphic of a quote from michael buscemi director of SMB at G2

He envisions a future where sales reps have built social followings and demonstrated their expertise in a given industry, so they’re seen as thought leaders rather than just sellers.

This approach aligns with current trends in consumer behavior on social media platforms. Over 20% of social media users have purchased based on an influencer’s recommendation in the past three months; 62% of influencers that successfully inspired a viewer to buy had under 10K followers.

Companies can organically tap into this trust-based, influencer-driven purchasing decision trend by positioning sales reps as industry thought leaders. That way, when it comes time for a prospect to make a purchase, he or she will trust the seller to have a pulse on what‘s happening and work to find a solution to the prospect’s problem — even if it’s not directly tied to their products or services.

Buscemi adds, “I think we’ll move to a method where it‘s the individual’s expertise in the space that makes or breaks the sales cycle.”

7. You need data to become more efficient during a tumultuous time.

Finally, Buscemi acknowledges that 2025 will present new obstacles for sales reps.

Currently, 55% of consumers (down from 63% in May 2023) are tightening their budgets due to current economic conditions, making it more critical than ever to demonstrate clear value and address specific pain points.

He recommends sales reps prepare by leveraging a data enrichment tool to help them better identify who is ready to buy and when.

He says, “In the SMB space, sales reps are sometimes less targeted than you might be with enterprise accounts — you’re kind of just throwing spaghetti at the wall and seeing what sticks. You‘re sending mass emails out, you’re doing huge cadences, whatever.”

He adds, “Leveraging a tool like G2’s buyer intent can help you focus on the folks who are actually in the market for your product or service. For instance, with buyer intent, you can look at people who are already investigating a product category, building out a shortlist of products, or even comparing two vendors head-to-head.”

Similarly, tools like HubSpot’s Sales Hub provide visibility into prospect behavior and engagement. In my experience, these tools allow sales teams to prioritize their efforts and personalize their approach based on a prospect’s specific interests and activities.

Pivoting Your B2B Sales Strategy for 2025

Ultimately, 2025 will undoubtedly bring unique challenges for your sales team, but those challenges are nothing to be afraid of. If anything, they’re a reason to grow.

Rather than seeing these changes as obstacles, consider them opportunities to refine your approach, build stronger relationships with buyers, and create a sales experience that truly resonates with your customers.

I hope these seven strategies will help you formulate a plan to stay abreast of changing buyer needs, keep ahead of the competition, and even exceed buyers’ expectations. Because in 2025, the best sales teams won’t just react to change. They’ll anticipate, embrace, and use it to their advantage.

Editor’s note: This post was originally published in December 2022 and has been updated for comprehensiveness.

The Social Selling Sales Playbook — Data-Backed Tips You Need to Know

Social selling is more relevant than ever. How can I be so sure? Because there are over 5.24 billion active users on social media. Sales leaders with a forward-thinking approach must incorporate these practices into their sales forces or risk falling behind more proactive competitors.

However, the volatile nature of social media means that selling on social media platforms requires flexibility as former best practices become obsolete. With that in mind, I’ve compiled an extensive guide covering everything from the fundamentals of social selling to expert insights into today’s most effective strategies and tools.

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Table of Contents

What is social selling?

Social selling is a sales strategy that uses social media platforms to connect, engage, and build relationships with potential customers. Unlike traditional sales approaches that often involve cold calls and direct pitches, social selling focuses on leveraging social media networks to understand and interact with prospects in a more personalized and authentic way.

By commenting on, liking, and sharing prospects’ and customers’ posts on networks like X, LinkedIn, Facebook, Instagram, and TikTok, salespeople create organic relationships with buyers over shared interests.

And it works. According to our 2024 State of Sales report, sales professionals say social media generates 33% of the highest-quality leads, on par with referrals from existing customers.

However, social selling isn’t for reps seeking quick wins or a silver bullet. To succeed, salespeople must put in the hours and effort to engage with their target buyers and build credibility.

The Art of Social Selling

When I was reviewing our State of Sales report, I was surprised to learn that a whopping 75% of salespeople use Facebook to find leads, followed by Instagram, LinkedIn, and YouTube.

But it’s not enough just to post advertisements and hope your prospects will be enticed to reach out. The key to success here is to grow your network and build a reputation on your selected social media platforms.

For example, Caleb John, director of sales and marketing at Exceed Plumbing and Air Con, tested two social selling strategies.

Posting 10 promotional offers in a single month caused his audience’s engagement rate to drop below 1%. But after just a few weeks of sharing a mixture of behind-the-scenes content, customer stories, and helpful home maintenance tips, engagement jumped to 12%.

“The takeaway is this: If a business looks like a non-stop ad, people will ignore it,” John says.

“Businesses that treat social media like a chat with potential customers, instead of a billboard, are the ones winning.”

As social selling is always in flux, you should always stay up-to-date with the latest trends. By doing so, you’ll not only keep your skills sharp and know where your best prospects are at the moment but also be able to anticipate where they might shift next.

Social Selling Best Practices

Social selling can be a lucrative resource to generate more leads and enhance your revenue.

However, there are several steps reps can take to level up their social selling skills. Here are 12 best practices I recommend you consider.

social selling best practices

1. Optimize your social media profiles.

Optimize your social media profiles before beginning your social selling initiative. Prospects are less likely to respond if your profile is outdated or lacks essential information.

I’ll dig into more specifics of how to do this later, but according to Barbara Robinson, sales manager at WeatherSolve Structures Inc., a good rule of thumb is to prioritize authenticity and aim to connect with prospects as humans first.

“People are craving transparency, especially after all the noise from overly polished content everywhere else,” says Robinson. “No one wants to hear a perfect pitch anymore, right? People are sick of that robotic, polished stuff.” Instead, authentic social selling “is honestly just about being real and showing the human side of your brand.”

2. Converse with other professionals in your industry.

Join relevant groups and forums on LinkedIn and other networking sites to stay updated on industry trends.

Use valuable information to contribute to a discussion, as unsolicited, sales-y comments will annoy group members, just as a cold call or email would. Advance the conversation in a meaningful way, or just sit back and observe.

Joe Zappa, founder and CEO of Sharp Pen Media, believes you should follow and engage with influencers in your industry.

When Zappa first joined social media, he tried to comment on posts by prospects, industry leaders, and CEOs. However, Zappa now thinks “this approach can undermine your social marketing strategy because most prospects and industry leaders don’t post frequently.”

Zappa also notes that you risk coming off as if you’re selling something — “both to the person whose post you’re commenting on and to third parties interacting with the post.”

3. Set up social listening alerts.

Use Google Alerts or a social listening tool (HubSpot customers can use the Social Media Management Software) to set up social listening alerts. These are notifications that tell you when your prospects or customers experience a trigger event or post a possible sales opening.

hubspot’s landing apge for its social media management tools

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For example, say a prospect mentions they have a problem that you can address. A social listening alert can help you quickly join the conversation with helpful content or insight.

Similarly, if a potential buyer’s company hires a new CEO or expands its business, comment on the trigger event as soon as possible to get on their radar.

4. Share content to build your credibility.

Share original, industry-specific content to build credibility and engagement on social media.

Have you read any interesting articles related to your prospects’ industry? Share them! Did you see a thought-provoking study that could be a good conversation starter? Share it!

If you’re not sure where to find this content, start by checking out the articles and videos your buyers are already sharing, and subscribe to those blogs and social media channels. Then, share the content you think would be particularly interesting to your buyers on LinkedIn or your preferred social profile.

Don’t forget to ask people to engage in the comments to start conversations.

5. Pay attention to the comments section.

If you see high-engagement posts in your feed, browse the comments section and join the conversation. By reading the comments your prospects are leaving, you can better understand their point of view and preferences.

You will also get an idea of the content your prospects enjoy and engage with. This can help you decide what kind of content to share.

For example, if you see an active discussion about the best project management tools for people in your prospects’ industry, you might share your favorite tool and a few specific examples of how it has helped save you time.

While you don’t need to engage with every post you see, commenting can be a powerful tool, according to Alexander Low, managing director at DCM Insights.

“If you show up every day on social media here with intention and engage with people by liking or commenting on their posts, you are creating micro-moments of influence,” says Low.

If you just like/react to a post, only the author gets notified. However, when you comment on a post, every person who has liked, reacted to, commented on, or reposted gets a notification that you have commented.

“This is how you can network around lots of people at once. Focus on the outcomes you want to achieve, turn engagement into connections, and then take conversations offline; which you then have to nurture into opportunity,” says Low.

6. Share success stories.

Testimonials are a valuable form of social proof. Research shows that over 92% of B2B buyers say they are more likely to make a buying decision after reading a trustworthy review.

Sharing success stories from your other customers helps build your credibility with potential buyers. If a prospect resonates with a testimonial you share on their feed, they might be more inclined to use your solution.

“If you do a great job solving for the customer, they’ll always be keen to provide feedback — and the more you solve for them, the more positive that feedback will be. It’s a great habit to get feedback after a sales process and even better to have that feedback displayed in the form of a LinkedIn recommendation,” says Marlon De Assis-Fernandez, a principal sales manager at HubSpot.

Another rising strategy for generating social proof is leveraging user-generated content. Instead of simply sharing testimonials, invite your customers to share reviews of your products or solutions on their own social media channels.

For instance, Joel Popoff, CEO of Axwell Wallet, has primarily expanded his business through social selling. In his experience, consumers are far more likely to trust user-generated content than branded advertisements because posts from real-life customers feel less sales-y and more natural.

“The real power comes from everyday people talking about your product,” Popoff says.

“When we replaced polished product advertising with real customer videos, engagement doubled, and conversion rates increased by more than 30%. Our best-performing ad was outperformed by a single unboxing video from a micro-influencer.”

7. Be mindful of customer support opportunities.

More buyers are interacting with businesses on social media and messaging platforms. Keep an eye on what buyers and consumers are saying about your company in these spaces — especially if a customer is dissatisfied.

Staying alert to social media chatter about your company can give your customer support team a heads-up about a problem. You’ll also be more prepared to talk to prospects who may have seen disgruntled customer content.

For example, if you see a comment on social media where a customer expresses dissatisfaction with your company’s offering, take note of the issue.

If your company’s marketing or support teams haven’t yet responded, make them aware of the comment so they can address it, and note the language they use for the resolution.

Timeliness is key. The longer your customers see their and others’ concerns go unanswered, the less likely they’ll be to trust your company in the future.

8. Be consistent.

Spending all day on social media may not be the best use of your time, but you should aim for consistent posting and engagement.

Dan Tyre recommends sales reps post at least weekly on LinkedIn with individual follow-ups for prospects who engage with your content.

“The key is to have three or four interactions within 10-12 days, which shows professional persistence without overwhelming your prospect,” Tyre says.

9. Track engagement.

Social media engagement metrics include likes, comments, shares, and high engagement. This data indicates that a piece of content truly resonates with your audience. Learn from what works best so you can continue to share the most relevant content with your audience.

For example, if you notice that content about B2B sales tools gets the most likes, comments, or shares, that’s a good indication that the topic especially resonates with your audience. You can then discuss the topic more often.

10. Involve your audience.

Gone are the days of simply promoting your products on social media and hoping your audience is interested enough to buy. Instead, social selling today is all about building community and engaging prospective customers in real conversation.

“The biggest mistake in social selling today is treating social media like a storefront rather than a conversation,” says Amra Beganovich, founder of ecommerce brand Colorful Socks. “Consumers don’t want to be sold to. They want to participate.”

Invite your audience to get involved by asking questions and sharing content that makes them feel like they’re part of a community. Ask them to vote on new product designs or types of content they want to see. Give them a behind-the-scenes look at your processes. Host Q&A sessions so they can get to know you and your employees. I’ve either seen these ideas in action myself or heard how others leverage them to increase brand engagement.

And when people feel invested in your business — and, especially, in the people running it — they naturally want to support it by purchasing.

11. Seek referrals.

Social media isn’t just useful for connecting with your customers directly. It’s also great for building a network of professionals who can all help each other grow.

Request referrals from mutual connections to gain warm introductions to specific stakeholders and potential leads. When a customer expresses satisfaction, ask them to consider passing your information on to anyone they know who could benefit from your products or services.

Likewise, be on the lookout for opportunities to refer leads to your connections in return.

12. Know when to move your conversations off social media.

If you want to land the sale, you’ll eventually need to take the social media connections you make offline. After making a solid connection with a prospect on social media, offer to hop on a call to continue the conversation.

This will allow you to learn more about the prospect’s pain points or situation, which can help you gain the clarity you need to land the sale.

Tyre says that if interactions with a prospect who fits his vertical market and ideal customer profile move in a positive direction, he’ll seek out the contact’s email address to set up a call. They can then continue the conversation off social media.

13. [Bonus tip] Subscribe to LinkedIn Sales Navigator.

linkedin sales navigator interface

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LinkedIn Sales Navigator is a premium service priced at $79.99 per month for its core plan, with a discount for annual subscriptions. The tool helps sales reps identify new leads based on their location, industry, company size, and other attributes needed to build a prospect list.

Want more? Watch this webinar as social selling experts Olga Bondareva, Ekaterina Altbregina, Sofia Lopatkina, and Assylkhan Shaidollayev share their best practices and successful case studies:

You can also listen to Guillaume Moubeche’s strategy for turning LinkedIn into a heavy lead machine:

14. [Bonus tip] Blog.

Sales reps don’t have to blog for effective social selling, but it can be a valuable way to attract qualified prospects. You can build influence in your industry and provide value to your audience with original insight and thought leadership.

Blogging can pay dividends for your lead-generation efforts. In a survey by Databox, more than 70% of companies said that blogging has become more effective at generating leads, and 84% reported that blogging generates more website traffic than video marketing.

To craft a post that captures your prospects’ attention, consider the following tips:

  • Select a topic that resonates with your audience’s interests.
  • Create compelling titles to grab attention.
  • Avoid making your post excessively sales-oriented.
  • Infuse your perspective and insights into the content.
  • Share your posts across your social profiles, including X and LinkedIn, and employ relevant hashtags to enhance discoverability.

Optimizing Social Profiles for Social Selling

In the world of social selling, your social media account needs to be more than a digital resume. Your profiles should actively help you cultivate a reputation with your buyers as a trusted advisor who brings fresh insights to their business.

Your profiles need to reflect this new purpose. See ways you can optimize your social presence below.

X (formerly Twitter)

X profiles don’t have much real estate, so it’s easy to give yours a makeover. Follow these steps to do so:

  • Use a professional picture for your profile photo.
  • Use a positioning statement in your bio that includes a mini-insight.
  • Link to your company’s X account (Example: Sales Rep @company).
  • List your LinkedIn profile.
  • Include relevant hashtags that your buyers follow.

LinkedIn

If sellers contact them, 42% of buyers in the U.S. and Canada research those sellers by looking at their LinkedIn profiles. As such, optimizing your LinkedIn profile is an extremely valuable exercise.

Here are seven tips to ensure your LinkedIn profile is optimized for social selling:

  1. Have a current, hi-res picture.
  2. Don’t just use your job title. Craft a compelling headline that goes beyond your job title. For example, consider answering two questions in your headline: Who do you help, and how do you help them?
  3. Tell your story in your About section in a way that grabs attention and gives prospective connections and buyers a sense of your personality.
  4. Cut the buzzwords. Focus on authenticity and be specific about your accomplishments.
  5. Post visual content that adds value to your potential buyers.
  6. In the experience section, emphasize how you enabled customers to improve their business — not how many times or by how much you exceeded quota.
  7. Seek recommendations from satisfied customers to bolster your credibility.
  8. Join groups relevant to your buyers, and engage with your connections.

To view a visual template illustrating what an optimized LinkedIn profile for social selling looks like, click on the image below.

infographic that explains how to optimize your linkedin profile for social selling

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How to Engage With Your Buyers on Social Networks

Social selling is all about engagement. But bear in mind that your interactions should be thoughtful, relevant, and personalized. Remember, authenticity is key.

Social engagement comes in four primary forms: sharing, liking, commenting, and connecting.

Sharing

Share content that interests your target buyers. The more relevant, exciting content you can share, the better.

You can link to your company’s content and what Jill Rowley calls “OPC” — other people’s content. Switching up your sources will nix the perception that you’re self-serving.

Jill Konrath, keynote speaker and sales expert, shares helpful content with her target audience on both her LinkedIn and X pages daily. Konrath uses her expert knowledge to share tangible advice and draw in a captive audience.

Sharing content is vital as more consumers make buying decisions online. In fact, half of adult social media users visit those platforms for the express purpose of learning about brands and viewing the content they share.

Liking

When you don’t have time for a comment or don’t have anything substantial to add, a like or favorite works just as well. Likes also work as a thank you when others share or repost your content.

Commenting

A comment should not just be a sales pitch or a link to your company’s website. Instead, it should be a thoughtful and thought-provoking response to an article. By commenting on lively, active threads that hit the core interests of your target audience, you can drive engagement for your own site.

For example, Lisa Dennis, president and founder at Knowledgence Associates, shares posts that her target buyers would care about and adds thoughtful comments to others’ content.

Want to make the most of your comments? Check out this guide on the best times to post across different social media networks.

Connecting

On X, you can follow prospects to your heart’s desire. But on LinkedIn, you should be more judicious.

A good rule of thumb for LinkedIn is not to request to connect with someone until you’ve had a meaningful interaction, either in person or online. Then, you can send a personalized invitation explaining why you’d like to be in their network.

For example, to request to connect, you can reference a blog post the person wrote or a piece of content they recently shared to show that you did your research.

Here’s an example of a strong LinkedIn invitation:

“Hi Jaime, we share 25 connections here, including Michelle Lee, who introduced me to Amy Chang, which landed me my current advisor position. Several people have mentioned you as someone I need to meet. I would love to connect.”

Working Social Selling Into Your Day

One of the most significant perceived hurdles to adopting social selling is that it takes too much time to make sales. How can sales reps keep up with their buyers on LinkedIn and X when they’re also trying to, you know, sell?

Like anything else, developing a routine around social selling will cut down on the time commitment. Even spending as little as 30-45 minutes a day on social selling tasks can make a huge impact on your success.

Whether you decide to batch those tasks or spread them throughout your workday, aim to cover all four types of engagement listed above by:

  1. Finding and sharing content that is relevant to your target buyers.
  2. Checking your notifications and responding to people who have commented on or shared your posts.
  3. Looking for active discussions or interesting content from people in your industry that you can contribute thoughtful comments to.
  4. Sending connection requests.

This doesn’t mean you need to send hundreds of messages or comment on every discussion you see, however. Instead, focus on creating just a few meaningful interactions each day. For example, you might share one relevant article, respond to any notifications, comment on two or three threads, and send one or two connection requests.

Is social selling creepy?

Many reps are hesitant to adopt social selling because they fear it will come off as “creepy” to buyers. After all, nobody likes the feeling that they’re being researched by people they don’t know.

Salespeople sometimes worry that starting a cold email with “I noticed on LinkedIn that you…” or “I liked your post about…” might scare prospects away instead of drawing them in.

If you’re worried about turning off prospects when social selling, here are some best practices for interacting on social media in a way that doesn’t feel creepy.

  • Ideally, focus on interacting with prospects who have demonstrated interest in your products or services by engaging with your content, such as commenting on or sharing your posts. Messaging prospects who haven’t shown interest can be perceived as intrusive.
  • Personalize your messages. In general, tailored messages are seen as less intrusive compared to generic ones.
  • Don’t reach out to contacts on non-professional accounts, such as personal Instagram or Facebook pages. For sales representatives, LinkedIn provides a more suitable platform for professional and positive engagement with prospects.
  • Engage in “light” social selling interactions. Actions such as liking, favoriting, or reposting are generally considered less invasive than more in-depth interactions, such as direct messaging or commenting.

Remember, you want social media interactions to feel natural and conversational for both you and the prospect.

Measuring Social Selling Success

Measurement is arguably the most challenging part of a social selling initiative because the effects aren’t linear. There’s no formula yet that correlates the number of content shares or likes with the number of deals closed. But this doesn’t mean you can’t measure social selling at all.

social selling index tool on linkedin sales navigator

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The majority of the social selling metrics available today assess an individual’s aptitude, like with Buzzsumo. LinkedIn has created its own tool, the Social Selling Index, to help users understand their effectiveness on the platform.

Social Selling Index

The Social Selling Index (SSI) measures how effective you are at establishing your professional brand and presence on LinkedIn.

You can view your score by following the link on LinkedIn’s Social Selling Index page. Your score gives insights into your effectiveness in establishing your personal brand, reaching the right people, engaging with insights, and building relationships. Your effectiveness is scored out of 100.

A subscription to LinkedIn’s Sales Navigator will get you even more insights and sales tools and, according to LinkedIn, can boost your SSI by 20% in as little as six months.

linkedin stats on social selling success

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Salespeople with higher SSIs have 45% more sales opportunities than those with lower scores, and social sellers using the index outsell peers who don’t use social media.

On a larger scale, a company can also add a “social” source of deal options to their CRM software to see how many customers are coming from social selling.

Sales leaders who’d like to conduct a study on how social selling translates into sales should first systematize the practice and train reps on social best practices. They can then measure what impact the new routine has on closed deals by comparing future results to historical numbers.

Social Selling Tools

Social selling is easier to implement when you have the right tools for the job.

The product you choose depends on the specific needs of your organization and the challenges your buyers face.

Some of the most popular social selling tools available today include the following.

1. Oktopost

oktopost interface and tool collage

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Oktopost is a powerful software suite that allows marketers to build B2B social selling plans for their organization. The platform also includes robust data collection and analysis capabilities, allowing sales teams to track ROI and derive insights from customer engagement.

Oktopost also integrates with several of the largest CRMs, making it easy to deploy in your organization.

Price: Pricing is available upon request.

2. Pulsar Platform

pulsar homepage graphics

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Pulsar Platform is an audience intelligence and social listening platform. This tool identifies trends and insights from the vast social media space.

Pulsar can help sales teams shape their messaging with real-time data on social media trends and conversations. You can also identify influencers big and small in social spaces, helping you maximize your sales efforts.

Price: Pricing is available upon request.

3. Vidyard

vidyard video social selling homepage

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Vidyard lets you upload and share custom videos, which can give your sales team a critical edge in social selling. Video can smooth away countless friction points, reducing the number of steps it takes to bring prospects through your sales pipeline.

Vidyard is easy to use and includes numerous video templates and AI-powered tools that can help your team easily create professional-looking videos on demand.

Price: A free version is available. The Starter plan costs $59 per seat per month. Pricing for Teams and Enterprise plans are available upon request.

4. Seismic

seismic platform homepage

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Social selling involves countless moving parts, and Seismic helps you coordinate them all. With Seismic, you can track what pieces of content you share in each channel and their metrics to analyze performance.

Seismic allows social sellers to optimize their content delivery across the buyer’s journey, helping them to close more sales.

Price: Pricing is available upon request.

Getting Started With Social Selling

Now that you’re equipped with the basics of social selling, how to measure its effectiveness, and some social selling tools, you’re ready to get started with social sales.

Be sure to incorporate the best practices into your daily routine and train your sales team to do the same. At the same time, always be ready to pivot when — not if! — the effectiveness of your current social selling strategy changes.

Lead with authenticity, invite your prospects and peers into real conversations, and keep an eye on your metrics so you can continue to refine your social selling process.

Editor’s Note: This post was originally published in November 2014 and has been updated for accuracy and comprehensiveness.

5 Examples of Disruptive Startups to Inspire Entrepreneurs in 2025

As someone who loves exploring how technology reshapes industries, I’ve noticed a pattern. Great enterprises aren’t wished into existence, and the ones who often are able to cut through the noise are those willing to reimagine the basics and disrupt.

2025 is here and the entrepreneurial world is brimming with companies that are rewriting the rules in their industries and solving old problems in new, exciting ways. In this piece, I will share five examples of some of the most disruptive startups doing meaningful work, as well as the lessons they offer for those ready to innovate.

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Table of Contents

What is a disruptive startup?

Harvard Business School Professor Clayton Christensen describes disruption in business as “a process whereby a smaller company with fewer resources is able to successfully challenge established incumbent businesses” in his book, The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail.

Since this theory of disruptive innovation was introduced in the pages of this book in 1995, it has continued to hold true for entrepreneurs and business leaders of big and small enterprises.

Today, however, this phrase has evolved into something broader. The original theory of disruption focused on smaller entrants challenging incumbents with simpler, cheaper alternatives that redefined market expectations.

Over the last decade, disruption often entails leveraging technology to reimagine entire industries, from customer experience to operational frameworks, making the word synonymous with scalable transformation rather than just market entry.

“This means that you must pair innovation with flawless execution to enable scale and sustained impact, ensuring new ideas can reach mass adoption and fundamentally reshape industries,” Avi Pardo, Co-founder and Chief Business Officer at LeapXpert, shares.

In D-ID CEO Gil Perry’s words, “The definition has evolved to reflect speed and iteration. Disruption is no longer a singular event; it’s continuous. It’s all about moving faster than the market and staying ahead of the curve by creating moats that constantly evolve.”

I think this broader understanding of disruption has significant implications for how startups operate today. Now, it’s not just about the initial breakthrough. It’s about staying ahead, continuously innovating, and adapting to shifting market demands.

5 Disruptive Startups to Inspire You

Without further ado, here are five examples of disruptive startups I found to inspire you.

1. Glean

disruptive startups: glean

What does Glean do?

This AI startup is building what it intends to be the “Google for Work,” which is both ambitious and timely, especially in an era where information overload hampers productivity. Founded in 2019, Glean is a workplace search and knowledge management platform designed to make finding information within organizations seamless.

By integrating with various tools such as Slack, Google Workspace, Microsoft Office, and other productivity software, Glean allows employees to quickly locate documents, messages, or answers they need across multiple platforms — all from a single search bar.

Why is it disruptive?

As of May 2023, the average American employee uses 11 different applications to carry out their daily responsibilities and spends an average of 13 minutes searching for information on each of these apps, bringing the total number of hours spent to 1.8 daily. In fact, 20% of the average work week is spent trying to find and understand information. This translates to a loss of productivity that could cost Fortune 500 companies as much as $12 billion every year.

According to its co-founder, the company was born out of this frustration.

“It becomes very difficult for companies today to organize all of their internal company knowledge and data, across hundreds of different applications, to make it easily accessible,” Arvind Jain shared with Fortune in a recent interview. With Glean, this process is simplified with intelligent search capabilities powered by AI.

The enterprise search market is projected to reach $8.4 billion by 2032, and Glean’s innovative approach positions it as a significant disruptor in this domain. In just five years, the company has achieved a valuation of $4.6 billion and recognition in the industry through its inclusion in prestigious lists such as Forbes AI 50 and Gartner’s 2024 Cool Vendors for Digital Workplace Applications.

With the data chaos the world has been thrown into, finding anything can reenact a literal needle-in-the-haystack scenario. This is why I believe solving this problem across industries and business functions will remain increasingly relevant as technologies advance.

Case in point: HubSpot’s free AI Search Grader helps brands and marketers understand how they show up in Large Language Models (LLM) and AI search.

2. Salvador Technologies

disruptive startup: salvador technologies

What does Salvador Technologies do?

Founded in 2020, Salvador Technologies provides a solution that ensures operational continuity for companies in the event of a cyber-attack, cyber-incident, or any kind of failure in the manufacturing market landscape.

The company’s platform allows these organizations to swiftly restore operations in case of a cyber-attack within 30 seconds — an incredible feat in the cybersecurity world. Relying on the Salvador platform means manufacturing organizations can continuously operate avoiding the huge financial losses associated with such attacks or costly interruptions to their operations.

Why is it disruptive?

Traditional recovery methods in manufacturing environments can lead to extended downtimes, often lasting days or weeks, resulting in substantial operational and financial losses.

Salvador Technologies’ solution disrupts this norm by offering a zero downtime platform, thanks to its 30-second recovery time. The company does this through its patented air-gapped technology that isolates backups, preventing unauthorized access to an organization’s valuable data and ensuring data integrity.

“We started from talking to potential customers, hearing their pains, what solutions they have today, and what they think we can help them with our technology. In parallel, we aligned our strategy with OT automation vendors who supply systems to our customers and have high interest to improve their cyber-resiliency,” Alex Yevtushenko, co-founder and CEO at Salvador Technologies, shared with me.

Today, Yevtushenko’s team has the strongest patented air-gap technology, but more than this, “we have the platform to give the feeling of resiliency to our users and be ready when a cyber-attack hits,” Yevtushenko says.

Since 2021, the Israeli startup has raised a total funding of $9.5 million led by Pitango VC and PICO Partner Ventures. Another noteworthy achievement for Salvador Technologies is their selection for a $2.2 million cybersecurity project funded by the BIRD Foundation. I think these investments underscore the industry’s confidence in its innovative approach to cyber-resilience.

3. Salva Health

most disruptive companies: salva health

What does Salva Health do?

Six years ago, Valentina, Isabela, and Cristina worked on a theoretical university project that has since metamorphosed into Salva Health today. Founded in 2019, Salva Health is a Colombian startup dedicated to enhancing early detection of breast cancer, particularly in underserved populations.

Their flagship product, Julieta, is a portable device that analyzes breast tissue to identify cancer risks. Leveraging artificial intelligence, Julieta accelerates diagnoses, making early detection accessible even in remote areas.

Why is it disruptive?

The stats are staggering: 1 in 8 women in the U.S. will face a breast cancer diagnosis in her lifetime. Yet, when detected in its earliest, localized stages, the survival rate is an astonishing 99%. This emphasizes the life-saving potential of early detection. However, the reality remains stark — the barriers to access to early detection diagnosis are still high for women in underserved communities.

This is where Salva Health’s Julieta disrupts the traditional paradigm. Unlike conventional screening tools that require expensive equipment, trained specialists, and established healthcare infrastructure, Julieta is portable, user-friendly, and AI-powered. It brings early detection directly to the communities that need it the most, effectively bridging a long-standing healthcare gap.

“Six years ago, nobody would have believed that it would be possible to create a device like Julieta,” Valentina Agudelo, founder and CEO of Salva Health, shared in an interview with Context. “So, in addition to believing it, it is about not resting until we know that we are making the best attempt to make this project, with which we want to generate impact, possible.”

Recently, the Salva Health team beat over 2,000 applicants to win TechCrunch Disrupt’s Startup Battlefield competition in San Francisco, earning a $100,000 prize. Competing against projects from 17 countries in 2023, they secured first place in the prestigious Global eAwards by NTT DATA FOUNDATION competition and also received an Unlock Her Future recognition out of over 900 projects.

I believe, like Salva Health, the startups that scale are the ones that embody the perfect blend of purpose and technology, changing lives in the most innovative ways possible.

4. LeapXpert

disruptive startups: leapxpert

What does LeapXpert do?

LeapXpert is a business communication platform that enables enterprise employees to engage with their clients through popular messaging applications like iMessage, WhatsApp, SMS, Telegram, WeChat, Signal, and LINE in a safe and secure manner.

The company’s solution helps to govern business communications, ensuring enterprise information security, data retention, and regulatory compliance.

Why is it disruptive?

If I had a penny for every time I stumbled on a debate about which messaging platforms are best suited to business communication, I would be making down-payments on a personal Optimus humanoid robot by now.

Even though 65% of consumers prefer to use messenger apps to interact with companies, businesses need to comply with regulations and maintain proper documentation. The challenge is finding a way to balance these competing demands, ensuring compliance while giving employees the freedom to interact with clients through their preferred messaging apps.

What LeapXpert steps in to do is to “…redefine enterprise communication by bridging the gap between outdated, secure-but-unloved legacy systems and modern, user-friendly messaging channels that were previously outside corporate control,” Avi Pardo shares. This, in my opinion, is wonderful as you can meet your customers and clients right where they are without jumping through regulatory hoops.

Recent company milestones include recognition by Gartner as a Cool Vendor, winning Microsoft Partner of the Year, winning the UC Awards for Best Unified Communication Platform for 2024, and being named in Deloitte’s Fast 500 as one of the fastest-growing tech companies in the U.S. and the 14th fastest-growing company headquartered in New York City.

5. D-ID

disruptive startups: d-id

What does D-ID do?

Established in 2017 by innovators Gil Perry, Sella Blondheim, and Eliran Kuta, D-ID began its journey by developing the first facial image de-identification solution, aiming to protect individual privacy without compromising usability.

Over time, the company has evolved into a global leader in generative AI, using deep learning and image processing technologies to create solutions that animate photos, videos, and text. The company’s AI-powered Creative Reality technology transforms static images into dynamic, animated, and conversational media.

Why is it disruptive?

When D-ID started in 2017, it was navigating largely uncharted waters in generative technology, a market valued at nearly $17 billion in 2024.

“D-ID has consistently redefined what’s possible with AI and video, starting with our original core technology — protecting privacy by disrupting facial recognition,” Perry begins.

From there, Perry notes, the team turned to generative AI-powered creation, launching Deep Nostalgia, one of the first viral AI apps that brought still images to life.

“Our next leap was Chat.D-ID, which gave LLMs a face and voice, making digital interactions more human and engaging. Today, we’re focused on interactive Agents and Natural User Interfaces (NUI), building digital humans that feel intuitive and lifelike to interact with and enabling enterprises to connect with their users in an entirely new way,” Perry says.

D-ID’s innovative approach has garnered significant attention and investment, securing a total of $48 million in funding over seven rounds, with a notable $25 million Series B round in March 2022.

Lessons on Disruption for Entrepreneurs

Before I close out this piece, I want to share some other nuggets of wisdom from the founders and leaders of the disruptive startups we just reviewed.

1. You’re not taking a safe path. Failure is an option. Learn from it.

“The biggest risk in disrupting an industry is that you’re not following the safe, incremental path — you’re betting big, often against the current market trends. Success requires conviction, but also resilience when things don’t go as planned,” says Perry of D-ID.

Beyond that, many of the entrepreneurs I talked to mentioned having a tolerance for failure. Ideally, these missteps will be small and require a pivot. Agility can get disruptors a long way.

“Be willing to fail, learn, adjust, and pivot when needed while always listening to your customers — both existing and potential — often to implement changes quickly,” Yevtushenko says.

Failure is ever present in the disruptor space, so much so that you may be learning from other’s faux pas, not just your own.

“Aspiring entrepreneurs can learn valuable lessons from the failures of past disruptors. These companies faced multiple setbacks, but each time, they picked themselves up by analyzing what went wrong and adapting. Learning grit from these stories is essential — understanding that failure is just a part of the process and can often be the best teacher,” Avi Pardo of LeapXpert notes.

2. Find a community that you can rely on.

Valentina Agudelo of Salva Health calls entrepreneurship a fascinating and scary journey. She notes that she often felt alone and overwhelmed when she was first getting started.

“As a lesson from this experience, it is very important to create a community and find allies in the system that can help you navigate the uncertainty of entrepreneurship,” Agudelo says.

I recommend talking to other founders and finding mentorship that can help you throughout your journey. Perry found podcasts to be another helpful avenue for guidance.

“I love listening to podcasts like ‘Acquired,’ where each episode breaks down how the world’s top companies were built and their stories. Their journeys and strategies are full of lessons you can apply to your day-to-day life and your management tactics. The more you understand how others took risks and succeeded, the better equipped you are to shape your own path,” Perry says.

3. Know what attracts (and retains) talent.

A big part of growing your disruptive business is growing your team.

“Disruptors excel because they create rigorous hiring practices focused on culture fit, complementary skills, and potential for growth,” says Avi Pardo, LeapXpert.

As a Chief Business Officer, Pardo notes that retaining talent should be just as important. “Retention is equally critical — they invest in developing their teams, creating environments that empower people to take ownership, collaborate, and innovate,” says Pardo.

4. Keep up-to-date with regulations.

Disruptive technologies or offerings often precede legislation. As a founder, you’ll need to understand changes to the legal landscape. That’s especially true when competing against established companies.

“Disruption often triggers resistance from established players, who may lobby for stricter regulations or slow adoption through fear and inertia. These challenges can be mitigated by aligning innovation with compliance, treating regulators as partners, and building trust with stakeholders,” says Pardo.

Learning from Disruptors

Exploring the stories in this article reminded me that the most transformative solutions often stem from a decision to look at a simple, pressing problem from a fresh perspective.

More than anything, disruption isn’t about how big the idea is; it’s about daring to think differently, challenging the status quo, and persevering through challenges to bring meaningful change.

“Disruption is more than just creating breakthroughs; sometimes it’s even disrupting your own advances,” Gil Perry notes.

If you’re someone with a big idea waiting to take shape, don’t just wait for the perfect moment — start putting your thoughts into action. A good first step would be to use HubSpot’s free business plan template to organize your ideas, map out your goals, and make your vision plain.

To close with wise words from Alex Yevtushenko, “Always challenge the status quo.”

Revenue vs. Profit: The Difference & Why It Matters

Is revenue the same as profit? I bet you sit down and ponder that question quite often.

Oh, you don’t? Well, as a salesperson, you probably should think about that because, no, they aren’t the same, but they’re both crucial metrics to track to understand sales performance, forecast effectively, and spend wisely.

→ Download Now: 7 Financial Planning Templates

Here, we’ll take a closer look at the difference between revenue and profit, why it matters in sales, and how to get from revenue to profit.

Table of Contents

Revenue is a top-line number on financial statements, and sales teams are often measured against it. When you close a $100,000 deal, that entire amount counts towards the overall revenue figure. Profit is the bottom line that ultimately determines a company’s financial health, and you get the final number after all costs are subtracted from total revenue (more on this process here).

revenue vs profit comparison

Factors Impacting Revenue and Profit

There are various factors that impact revenue and profit numbers, including demand (increased vs. lowered), pricing (higher price points can turn buyers away), competition, and economic conditions. Sales-specific factors that impact revenue include:

  • Deal size: larger deals equals more revenue
  • Sales volume: more deals means more revenue
  • Pricing strategy: higher prices mean more revenue per deal
  • Discounting practices: more discounting reduces revenue
  • Upselling and cross-selling: additional products/services boosts revenue
  • Retention: renewals impact recurring revenue
  • Contract terms: multi-year deals can increase total contract value

Everything that influences revenue will influence profit, but there are additional factors that come into play once you have your revenue numbers. For example, higher operational costs or increased tax and interest rates will all impact final profit numbers. Sales-specific activities that impact profits include:

  • Product/service mix: some offers have higher margins
  • Sales cycle length: longer sales cycles increase acquisition costs
  • Customer acquisition cost: higher CAC reduces profit
  • Sales compensation: commission structure impacts profitability

Why does revenue vs. profit matter to salespeople?

As a salesperson, having a clear understanding of the difference between revenue and profit is essential because it helps you be strategic. For example:

  • You learn to prioritize deals with the best profit potential, not just high-ticket revenue numbers.
  • You understand how to negotiate strategically because any concessions you make will impact the bottom line (profit).
  • It helps you learn to qualify effectively and choose clients with lower acquisition and servicing costs, AKA the clients that cost you less.
  • It helps you streamline your sales process because shorter sales cycles mean lower associated cycle costs.

How to Get From Revenue to Profit

You can’t get your final profit number without revenue, but there are a few subtractions along the way. Let’s follow the money from the moment you close a deal to see how revenue transforms into profit.

I’ll go through the steps based on an imaginary deal we just closed with a $500,000 ticket price (yay, go us!). I recommend downloading HubSpot’s free profit & loss statement template because it’ll help you contextualize where these numbers would go on an income statement and why it’s important to go through every single step.

Screenshot 2025-03-06 at 11.23.00 AM

Download the free template here.

Starting With Gross Sales

Gross sales are the most fundamental measure of income, without accounting for allowances, discounts, and returns. Although it is a type of revenue, it doesn’t accurately reflect a business’s income and usually isn’t listed on an income statement.

In this case, our gross sales are $500K.

Getting from Gross Sales to Net Sales (Revenue)

Net sales is a more practical reflection of overall revenue, and it accounts for all the sales a company makes in addition to three key factors that can reduce the initial sale amount:

  • Allowances: Retroactive discounts a buyer receives after they discover and report some sort of defect with a product. For our example, let’s say we issue our imaginary client a $15,000 credit (allowance).
  • Discounts: Price reductions a seller might offer a buyer in exchange for immediate or early payment. Since our client signed a multi-year contract, they get a 5% ($25K) discount on the $500K.
  • Returns: Partial or full refunds buyers receive for sending a product back to a buyer. Lets say our client isn’t fully satisfied, so we issue a $20K refund.

Accounting for those three adjustments, I now have a clearer picture of our deal’s actual revenue (net sale): $440,000 ($500,000 – $60,000 in total deductions). If you’re following along with our profit & loss statement template, $440K is what you’d record in the cell next to Sales.

$60K is a rather hefty deduction, which emphasizes the importance of contract negotiations for sales teams when closing deals.

Check out this article for more information on the difference between gross and net sales.

Getting from Net Sales to Gross Profit

Gross profit comes after net sales, and you get it by subtracting the cost of goods sold (COGS), which are costs directly associated with the production of what we’ve sold (raw materials, labor, etc.) from net sales.

If it costs $150,000 in direct expenses of production, our gross profit would be $290,000 ($440,000 – $150,000).

Getting from Gross Profit to Earnings Before Interest and Taxes (EBIT)

We whittle our gross profit ($290K) down to earnings before interest and taxes (EBIT), also known as operating profit, by subtracting any operating expenses.

These expenses are any costs associated with the resources needed to stay in operation, like commission, marketing costs from generating the lead, sales team overhead, customer success resources, administrative expenses, rent, legal fees, etc.

If these expenses amount to $100K, the operating profit (EBIT) for our deal would be $190,000 ($290K – $100K).

Getting from EBIT to Net Profit

Net profit; the true bottom-line impact of the deal we just closed. We find net profit by subtracting the value of any interest and taxes on earnings.

So, if taxes and interest account for 15% of EBIT, the net profit for our $500,000 deal is $161,500 ($190K – $28,500).

how to get from revenue to profit

Revenue vs. Profit Example

Just to make sure it’s clear, let’s go over another example of how to calculate revenue and profit.

Starting With Gross Sales

Let’s say a manufacturer moved 5,000 orders of 1,000 units at $1 per unit in the past fiscal year. In that case, the company’s gross sales would be $5,000,000.

Getting from Gross Sales to Net Sales

Now, let’s imagine that of those 5,000 orders, 100 buyers reported defects and each received an allowance of $0.15 per unit. Another 100 received a discount of $.05 per unit for paying for their order in full upon their initial purchase. And another 100 returned their purchase for a $0.50 per unit refund. That would mean the company would have to account for:

  • $15,000 in allowances
  • $5,000 in discounts
  • $50,000 in returns

Taken together, those deductions would chip into the company’s gross sales by $70,000 — leading to a net sales (or revenue) figure of $4,930,000. Alternatively, if you’re already using revenue intelligence software, you could skip the past steps and move directly to gross profit.

Getting from Net Sales to Gross Profit

From there, the company would subtract its COGS from its net sales to get its gross profit. Let’s say it takes $0.25 in raw materials and labor costs for the company to produce each individual tennis ball — so the COGS for the 5,000 shipments the manufacturer moved would amount to roughly $1,250,000. That would make the company’s gross profit $3,680,000.

Getting from Gross Profit to Earnings Before Interest and Taxes (EBIT)

Once the manufacturer has its gross profit, it would find its earnings before EBIT by subtracting its operating costs. Let’s say the company spends $2,500,000 annually on employees’ salaries, $200,000 annually on rent for its facilities, $100,000 on its marketing efforts, $15,000 in accounting fees, and $10,000 on travel expenses for its salespeople.

Assuming that’s all it takes to keep the business operational, its operating costs would be $2,825,000. That would make the company’s EBIT $855,000.

Getting from EBIT to Net Profit

Once its earnings before interest and taxes have been established, the company would find its net profit by (you guessed it) subtracting the interest and taxes it pays.

Let’s say those fees amount to 35% of the company’s income. That means the business would pay $299,250 in interest in taxes — making its net profit $555,750.

As you can see, there’s a pretty sizable gap between the company’s revenue ($4,930,000) and its net profit ($555,750).

Over to You

It’s important to grasp the distinction between revenue and profit because they have different practical applications and implications for a business’s overall health.

By understanding how your sales activities impact revenue and profit, you build yourself up as someone who hits quota and drives sustainable business growth.

The SPIN Selling Method — I Took a Deep Dive so You Don’t Have to

Every good sales representative and leader I’ve interacted with swears by the SPIN selling framework.

Why? Because it’s a research-backed framework for sales reps to effectively understand buyer needs, offer meaningful solutions, and win more deals.

The SPIN method simplifies sales by steering away from a transactional process. Instead, you have to actively listen to the prospect’s needs and explain how you can help.

In this in-depth guide, I’ll give you a complete breakdown of the SPIN selling method with actionable tips, expert advice, and more.

Free Download: Sales Plan Template

Table of Contents

SPIN Selling Book Summary

Neil Rackham developed the SPIN selling framework to help salespeople tactfully navigate the selling process and close deals.

Here’s an overview of Rackham’s book on SPIN selling.

Section 1: Sales Behavior and Sales Success

  • Closing is less important than most salespeople and managers think
  • Questioning is more important than most salespeople and managers think
  • The ratio of close-ended to open-ended questions doesn’t predict selling success
  • Great reps focus on preventing, not handling, objections

Section 2: Obtaining Commitment: Closing the Sale

  • Successful closing depends on getting the right commitment
  • Reps must determine their call objectives in advance
  • There are four potential outcomes to every sales call: order, advance, continuation, no-sales

Section 3: Customer Needs in the Major Sale

  • Implicit needs are statements about problems, issues, and areas of dissatisfaction
  • Explicit needs are specific features or functions
  • In larger sales, explicit needs are strong buying signals

Section 4: The SPIN Strategy

  • Salespeople who close at high rates tend to ask the same types of questions in the same order
  • There are four main question types: Situation, Problem, Implication, Need-Payoff
  • Each question type plays a different role in moving the buyer toward the sale

Section 5: Giving Benefits in Major Sales

  • Features and benefits are the most common ways to pitch a product to the buyer
  • Advantages are less effective later in the sales process
  • Features are more important to users than decision-makers
  • Benefits have the highest influence over the purchasing decision, but only when presented near the end of the sales conversation

Section 6: Preventing Objections

  • Objections are usually created by the salesperson, not the buyer
  • The more advantages you present, the more objections you’ll receive
  • Develop needs before you offer benefits to avoid unnecessary objections

Section 7: Preliminaries: Opening the Call

  • Don’t use conventional openings, i.e., providing benefits or relating to the prospect’s personal interests
  • Get down to business quickly and establish your purpose

Section 8: Turning Theory Into Practice

  • Adopt one principle of SPIN Selling at a time to avoid getting overwhelmed
  • Practice them with smaller accounts or existing customers first

SPIN Selling Methodology

While reading through Rackham’s book, I realized that meaningful questions are at the core of SPIN selling. Rackham’s team also found that top-performing salespeople rarely, if ever, pose random, low-value questions.

In my experiments with this methodology, I’ve learned that every question should have a clear purpose. You have to ask these questions in a strategic order to create the desired impact.

spin selling graphic

SPIN stands for the four stages of the questioning sequence:

  • S: Situation
  • P: Problem
  • I: Implication
  • N: Need Payoff

Situation

Ask questions about a prospect’s current situation to understand if and/or how they’re tackling the problem you solve. You have to learn more about buyers’ motivations and expectations for implementing your solution.

Example: Which tools do you currently use for [pain point]?

Problem

Probe into your prospects’ pain points to understand their specific needs. You have to identify the challenges you can solve to present a laser-focused positioning for your product.

Example: Are your current tools performing up to your expectations? If not, why?

Implication

Pose leading questions to help prospects realize more challenges associated with their status quo. These questions will nudge them to think about the gravity of the situation and create a greater sense of urgency to solve the issue.

Example: What’s the productivity cost when these tools create delays?

Need Payoff

Ask questions to help buyers self-realize the value of implementing your solution. These questions will guide them to weigh the pros and cons of your solution, leading them to an informed purchasing decision.

Example: Wouldn’t it be simpler if you could [implement a solution]?

Let’s look at some more examples of SPIN selling questions.

50 SPIN Selling Questions to Add to Your List

Now that we know the function of each line of questioning, let’s explore SPIN questions for each step in the questioning sequence.

SPIN Situation Questions

Use Situation questions to learn where your prospects stand — from their processes and pain points to competitive plans and results. These questions will depend on your product.

Let me explain this with one of my examples.

When I worked at a learning management SaaS, I spoke to a few HR managers every week. I always opened the conversation with the question, “How do you currently train new employees?”

This question prepared the groundwork for my entire pitch because it gave me insights to build on.

Here are some sample questions you can customize for your use:

Examples

  1. What is your role at [company]?
  2. How do you do X?
  3. What’s your process for X?
  4. Walk me through your day.
  5. Do you have a strategy in place for X?
  6. Who’s responsible for X?
  7. How long have you done X this way?
  8. Why do you do X this way?
  9. How much of your budget is assigned to X?
  10. Why do you do X this way?
  11. How important is X to your business?
  12. Who uses X most frequently? What are their objectives?
  13. Which tools do you currently use to do X?
  14. Who is your current vendor for X?
  15. Why did you choose your current vendor for X?

You’ll notice that this list doesn’t include fact-gathering questions about company size, number of locations, products sold, and so on.

When Rackham published “SPIN Selling,” there wasn’t anywhere near as much information available to sellers. Now that you can discover a long list of key details about your prospect with a quick online search, many situational questions are no longer effective.

These questions also leave less time for the most important ones. As a best practice, remember to do this research before the call and avoid these questions altogether.

SPIN Problem Questions

In this stage, reps identify the right opportunities to sell to a prospect.

In other words, what gap isn’t being filled? Why is the prospect dissatisfied? Your prospects may be unaware they have a problem. So, you have to identify problem areas where your solution adds value.

Examples

  1. How long does it take to do X?
  2. How expensive is X?
  3. How many people are required to achieve the necessary results?
  4. What happens if you’re not successful with X?
  5. Does this process ever fail?
  6. Are you satisfied with your current process for X? The results?
  7. How reliable is your equipment?
  8. When you have issues, is it typically easy to figure out what went wrong?
  9. How much effort is required to fix your tools or buy new ones?
  10. Are you happy with your current supplier?

SPIN Implication Questions

Once you’ve identified an issue, determine its severity. Implication questions reveal the depth and magnitude of your prospect’s pain point, simultaneously giving you valuable information for customizing your message and instilling urgency in the buyer.

According to Rackham, by the time you finish this part of the conversation, your prospects should have a new appreciation for the problem.

Rackham also says top-performing salespeople ask four times more Implication questions than their average peers.

Examples

  1. What’s the productivity cost of doing X that way?
  2. What could you accomplish with an extra [amount of time] each [week, month]?
  3. Would your customers be [more satisfied, engaged, loyal] if you didn’t experience [problem related to X]?
  4. If you didn’t experience [issue], would it be easier to achieve [primary objective]?
  5. Does [issue] ever prevent you from hitting your goals in [business area]?
  6. When was the last time X didn’t work?
  7. How is [issue] impacting your team members?
  8. Would you see a big impact on your team by solving [problems with X]?
  9. Would you say [issue] is a blocker in terms of your personal career growth?
  10. How have [problems with X] impacted your business performance?
  11. Would saving [amount of time] significantly affect your [team, budget, company]?
  12. How would you use an extra [amount of money] each [week, month, quarter, year]?
  13. Has a problem with X ever negatively impacted your KPIs?
  14. What are some downsides you’ve experienced when implementing X?
  15. Have you considered the cost versus benefits of replacing X?

SPIN Need Payoff Questions

Need Payoff questions encourage prospects to explain your product’s benefits in their own words. This is far more persuasive than listening to you describe those benefits.

You’re essentially asking questions that surface your product/service’s potential to help with their core needs or problems. These questions focus on your solution’s value, importance, or utility.

Make sure your Need-Payoff questions don’t highlight issues your product can’t solve. For instance, if you help corporate recruiting teams identify potential engineering candidates, you shouldn’t ask about the impact of hiring better marketers.

Fortunately, it’s relatively simple to develop Need-Payoff questions — they should come directly from your Implication questions.

Sample Implication question: “Has a problem with X ever prevented you from meeting a deadline?”

Sample Need Payoff question: “If you could do X in half the time, would that make it easier to meet your deadlines?”

Examples

  1. Would it help if … ?
  2. Would X make it simpler to achieve [positive event]?
  3. Would your team find value in … ?
  4. Do you think solving [problem] would significantly impact you in Y way?
  5. Is it important for your team members to see X benefit so they can take Y action?
  6. Do you think [solution] could improve your overall efficiency?
  7. Can you think about the impact of eliminating [problem] with [solution]?
  8. How would your business benefit from [eliminating problem] more quickly?
  9. Could solving [problem] move the needle for your business faster?
  10. Do you think eliminating [problem] would [benefit]?

Remember to be careful when using Need Payoff questions since they can backfire. If they’re too obvious, you might come across as condescending.

So, try to reframe the solution in a way the buyer hasn’t previously considered.

For example, let’s take the following question: “Would your company benefit from saving money?” Instead, you could ask, “Would redirecting $1,000 per week from your content creation budget and putting it into Facebook advertising drive significant traffic toward your blog?”

The 4 Stages of the SPIN Selling Method

As you begin to implement SPIN questions when talking to prospects, consider the lifecycle of your conversation. Rackham says there are four basic stages of every sale:

  1. Opening
  2. Investigating
  3. Demonstrating capability
  4. Obtaining commitment

Opening

SPIN Selling and inbound sales take the same approach to the first/connect call. Reps shouldn’t immediately jump into their product’s features and benefits — not only will this overly aggressive strategy turn prospects off, but salespeople will lose the opportunity to learn valuable information.

The purpose of the connect call is to get the buyer’s attention and start to earn their trust. Lead with a compelling insight or thought-provoking question.

Investigating

Investigation is the most critical phase of SPIN Selling. It’s equivalent to the discovery call: You’re figuring out how your product can help the buyer, identifying their priorities and buying criteria, and gaining credibility by asking relevant, targeted, and strategic questions.

According to Rackham, a strong question strategy can improve your close rate by 20%.

Demonstrating Capability

Once you’ve connected the dots between your solution and the prospect’s needs, you need to prove that connection exists.

There are three basic ways to describe your product’s capabilities, Rackham says:

  • Features: Features are most useful when selling low-cost, simple products. A feature of a cup might be, “It can hold 10 ounces of liquid.” End-users tend to find features more compelling than decision-makers who care about the bottom-line results.
  • Advantages: Advantages describe how a product’s features are actually used. Like benefits, they’re useful for smaller purchases but less persuasive with larger ones. The advantage of a cup might be, “You can use it to drink both hot and cold beverages.”
  • Benefits: Benefits go one step further and show how a feature can help the prospect. They typically have a financial component and meet your customer’s need(s). A well-crafted benefit gives the buyer a reason to buy your product.

The FAB formula gives you another way to consider features, advantages, and benefits.

Because [product] has [feature] …

[user] will be able to [advantage] …

which means [prospect] will experience [benefit].

I often used this formula to create engaging sales pitches. Here’s an example of a sales pitch I wrote using the FAB formula:

Let’s fill in this formula for a salesperson offering employee gamification software.

Feature:“Our platform lets you design personalized learning paths catering to each role or team.”

Advantage:“This means your employees can access tailored training modules for every need, whether they’re onboarding, upskilling, or any other use case. All of this within a single platform.”

Benefit:“With tailored learning paths, your team will gain the exact skills they need, leading to higher productivity and faster achievement of business goals. By reducing time spent on generic training and improving retention, your company can save up to 20% on training costs while boosting employee satisfaction.”

Objections

Objections are inevitable in the buying process.

In fact, you should worry more if you’re not facing objections from your buyers. It means your prospects have reservations they’re not sharing with you.

Your goal is to discover why the buyer hasn’t already pulled the trigger on this purchase, then help them understand why their concerns aren’t true blockers.

(Of course, if there’s a valid reason your product isn’t a good fit, you shouldn’t persuade them otherwise.)

Rackham talks about two types of objections:

  1. Value: Your prospect isn’t convinced about your product’s ROI. They might say, “I like its features, but the cost is too high.”
  2. Capability: Your prospect doubts that your product can meet their specific needs. That translates to comments like, “I’m not sure it’ll be able to do X for us,” “That process seems like it would take more time than you say,” and “I think we need a more robust solution.”

You can further break down capability objections into:

  1. Can’t: Your solution cannot solve one of the buyer’s main priorities
  2. Can: Your solution can solve one of their main priorities, but they don’t perceive that

It’s important to prevent as many objections as possible. The majority of objections are actually avoidable if you avoid selling too soon.

Rackham’s research revealed that reps can cut the number of objections in half by using implication and need-payoff questions to build value before presenting a solution.

In the traditional sequence, the salesperson asks a Problem question. Then, they use the prospect’s answer to offer the corresponding product feature.

However, the rep usually doesn’t have enough context to truly understand what the prospect is trying to accomplish or what’s blocking them. Their generic, one-size-fits-all answer prompts the buyer to push back — and they’re probably not going to listen to any of their future suggestions.

Try the SPIN sequence instead. Ask a Problem question, probe into the consequences with Implication questions, then ask the buyer to recognize the value of a solution with a Need-Payoff question.

spin selling stages

Outcomes for Measuring Progress in SPIN Selling

I’ve heard dozens of sales calls in my many roles as a content marketer.

My experience tells me that transactional salespeople — those focused on simply closing the deal quickly — move through all four SPIN stages in a single sales call.

However, reps working on larger, more complex deals might take two months to two years to complete them. In cases like these, there are four possible outcomes for each sales call in the SPIN selling methodology:

  1. Advance
  2. Continuation
  3. Order
  4. No-Sale

Advance

To help mid-market and enterprise salespeople measure their progress, Rackham uses the concept of “advances.” An advance is an action the buyer commits to that brings you closer to a purchase.

The operative word is action. It’s tempting to interpret your prospect’s request for more information or a proposal as a buying signal, but that puts the ball entirely in your court. If the buyer is actually interested, they’ll agree to do some work as well.

Continuation

A continuation is a sales conversation that ends with an undesirable outcome. In other words, when you finish the call or meeting, the buyer hasn’t agreed to any next steps that will advance the deal.

Example advances include the prospect reviewing your pricing page and sending you their questions, signing up for a free trial and exploring the tool, or introducing you to a key stakeholder.

Come up with as many valuable advances as possible. The more paths to the sale you have, the likelier you are to get there. When your prospect turns down one of your advances — for example, an introduction to Procurement — you can calmly accept the rejection and then propose something else.

Order

An order is the third potential outcome of a sales call. The buyer agrees to purchase your product and shows their strong desire by signing paperwork. For large deals, this is usually the last outcome in a series of progressively larger closes.

No-Sale

A no-sale is the fourth (and least desirable) outcome. Your prospect rejects your request — you can’t meet with the decision-maker, they won’t schedule another meeting, or at the most extreme, they say there’s no possibility you’ll work together.

7 Tips for Modern-Day SPIN Selling

I know that “SPIN Selling” was published more than 30 years ago. While its core techniques and principles are still relevant, the typical buying journey has evolved over the past few decades.

If you use the SPIN model to sell to the more discerning buyer, you should add your own spin to it. Here are some of my best practices for adjusting the SPIN selling method in the present-day sales landscape.

spin selling tips

1. Limit your Situation and Problem questions.

Fact: Prospects don’t have the patience to help you do your homework.

Buyers don’t want you to share details to help you identify the pain points they face every day. Instead, they’re more interested in finding ways you can solve these problems.

So, you can create value through your conversations by asking questions to:

  • Help buyers realize the opportunity cost of their current challenges
  • Share the value of your solution and guide prospects to discover these benefits

With that in mind, use thought-provoking questions like the following:

  • Has your organization ever considered [new strategy]?
  • Do you know [surprising statistic]?
  • Would you like some recommendations for preparing for [impending industry event]?

Rackham didn‘t give these questions their own category, but they’re definitely useful in modern sales.

2. Incorporate social selling into your strategy.

When Rackham came out with “Social Selling,” LinkedIn didn’t exist.

Now, you have far more insight into your buyers‘ perspectives, priorities, and personalities than salespeople in the late ’80s could ever have imagined. Don’t let this valuable resource go to waste.

Read your prospect‘s profile(s), browse their group comments and any articles they’ve written or shared, check out their Recommendations section to get a feel for their work ethic, and so on.

The goal is to become as familiar with each individual as you can before your kick-off sales call so you can engage them like it’s the fifth meeting, not the first.

3. Meaningfully guide prospects’ buying process.

As the average number of stakeholders involved in every B2B deal grows larger and internal buying processes become more complex, your expertise gets more valuable.

Prospects need you to help them purchase your product like never before. Come prepared with the job titles — and potentially names, if you can find them — of their coworkers who need to be informed or consulted.

Tell your point of contact what their manager is going to want to know before they approve the decision, and send them materials to make their presentation more compelling.

Work with your contact to anticipate and avoid roadblocks. Liaise with Procurement and/or Legal when necessary to get the deal over the finish line as quickly and easily as possible. Although Rackham didn‘t give these recommendations in “SPIN Selling,” they’re one of the most effective ways to differentiate yourself in modern sales.

4. Be prepared for objections and follow-up questions.

When you ask many questions, it’s important to diligently listen to prospects’ responses. You have to practice active listening to grasp every insight buyers share.

More importantly, you should be ready to tackle objections and answer follow-up questions.

The SPIN method can only be effective when you address all your prospects’ questions and concerns. Instead of making it a one-way conversation, understand their objections and offer meaningful resolutions.

5. Avoid objective and close-ended questions.

Another best practice when using the SPIN selling method is to motivate prospects to share as much information as possible through open-ended questions.

A close-ended “yes” or “no” question wouldn’t move your conversation forward. It can also feel like a survey rather than a helpful sales conversation.

Your goal should be maintaining an engaging and insightful dialogue where both parties discuss the best ways to solve buyers’ pain points. So, ditch close-ended questions and replace them with purposeful questions that prospects are eager to answer.

6. Adapt your approach based on past experiences.

While the SPIN selling framework looks rigid in its rules, you can flexibly adjust it based on your prospect interactions.

Revisit conversations with potential customers and identify which questions led to a positive insight or a helpful response. Collect similar questions from multiple conversations to continuously experiment and adapt your SPIN selling approach.

Remember that each prospect will react differently to these questions. You have to assess their temperament and modify the questions based on their responses.

7. Leverage emotional drivers for Implication questions.

The Implication phase should guide buyers to your solution. These questions have to help prospects realize the value of your solution on their own.

A surefire way to ask more influential Implication questions is to connect emotional drivers to each question. Talk about aspects that personally affect your prospects or their teams.

For example, I’ve often asked implication questions related to team morale.

I ask questions like “How would solving [current problem] improve your team’s performance and efficiency?” This allows a potential customer to emotionally analyze the solution and weigh its benefits.SPIN Sales Training FAQ

What does SPIN sales training cover?

As you might expect, SPIN sales training covers the fundamental skills salespeople need to master to have a firm grasp of the SPIN selling process. Here’s what that can include.

Uncovering Pain Points

Successful SPIN selling rests on a salesperson‘s ability to uncover a prospect’s pain points organically and effectively. That requires knowing how to identify and express certain conversational patterns — letting reps demonstrate value and make high-impact benefit statements. SPIN Training provides the insight that can inform that kind of dialogue.

Personalizing Sales Conversations

SPIN Sales is a brand of consultative selling — a method that requires a personal touch. If you’re going to have a one-on-one advisory conversation with a prospect, you need to be able to tailor your approach to suit them as individuals. SPIN sales training gives you the right questions to ask and tactics to leverage that will help you get there.

Moving Away From Product-Driven Sales Pitches

SPIN selling is about taking a more human approach to sales. That’s why many SPIN training programs include time dedicated to finding and understanding alternatives to product-driven sales pitches in favor of efforts driven by articulating value.

Incorporating SPIN Tactics Into Proposals and Presentations

SPIN tactics aren’t reserved solely for immediate conversations with prospects — they can also have a place in broader communications like proposals and presentations. Many SPIN Training programs offer guidance about how to incorporate those strategies into those kinds of efforts.

SPIN Sales Training Vendors

There are a few different outlets that provide SPIN training to salespeople — two of the most prominent being The Miller Heiman Group and Huthwaite International.

Miller Heiman Group

The Miller Heiman Group offers both virtual and in-person SPIN sales training. Its program focuses primarily on elements of the methodology like uncovering buyer urgency, increasing the value of the sale, tackling buyer skepticism, and accelerating the sales cycle. They provide in-person training at your location, and pricing information is available upon request.

miller heiman group

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Huthwaite International

Huthwaite International is another SPIN training option that offers both virtual and in-person courses. It boasts an impressive list of clients served and offers a robust suite of classes related to different applications of the methodology — including SPIN coaching, marketing, and account strategy. Like Miller Heiman, Huthwaite International’s prices are available upon request.

huthwaite international

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Paying for Training vs. Reading the Book

A few factors dictate whether you‘re better off paying for a full-scale training program or just reading Rackham’s book — namely, your team‘s size, your familiarity with the methodology, and the degree to which you’re interested in incorporating the strategy into your operations.

Team Size

If you‘re looking to incorporate the SPIN methodology into a bigger team’s operations, you‘re probably better off paying for a full-on training program. It’s tough to rely on everyone in a large organization to read a book on their own time.

An actual course makes it easier to hold your team members accountable and on the right track. If your team is smaller — or you, personally, are interested in learning about the methodology on your own time — it will probably serve you to go with Rackham’s book, itself.

Familiarity With the Methodology

If you and your team are starting from scratch when it comes to understanding SPIN selling, you‘ll likely want to invest in a full course to better understand the ins and outs of the methodology. If you’ve incorporated these kinds of tactics into your sales efforts and are interested in a refresher, reading the book is probably more appropriate.

You’re Ready to Leverage the SPIN Selling Method

SPIN selling puts buyers at the center stage. This method combines empathy with effectiveness. Consider looking into the strategy if you want to incorporate a thoughtful, consultative approach that delivers results into your broader sales efforts.

As a sales rep, you have to handhold and guide prospects through the sales process instead of forcefully pushing a deal.

Having tested this sales methodology, I can say that the SPIN framework is a well-defined and systematic way of steering sales conversations.

You can easily train your sales staff to implement this method with template questions (like the ones I shared) and mock calls.

Navigating Small Business Insurance — What It Costs & Why It Matters

The first time I shopped for small business insurance, I was completely overwhelmed. I knew I needed coverage to protect my work, assets, and employees, but every quote I received was different. How much should I actually be paying? And how could I be sure I was getting the right coverage for my business?

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After (a lot of) research, I realized that small business insurance isn’t a one-size-fits-all expense. Costs vary based on factors like industry, coverage type, and risk level. If you’re currently searching for insurance, understanding common price ranges can help you navigate quotes and find the best policy for your needs.

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Many insurance companies will offer combined coverage, which I find is important for multifaceted businesses. You might need to protect your assets, employees, customers, and income. One of the most common combined policy options includes a business owner’s policy (BOP), which usually includes property and liability coverage.

Importance of Small Business Insurance

I’ve learned one thing about running a business — accidents don’t ask for permission. And when they happen, I don’t want to be scrambling to cover costs or, worse, dealing with a lawsuit that could have been avoided with the right insurance.

If one of my employees gets injured on the job or a customer slips in my store, I’m responsible. Without workers’ comp or general liability insurance, I’d be paying those medical bills out of pocket. Alarmingly, 75% of small businesses are underinsured, leaving many owners vulnerable to such incidents.

And it’s not just about physical injuries. I’ve seen businesses grab images off the internet for their signage, thinking it’s no big deal — until they’re slapped with a copyright lawsuit for using something they didn’t have permission for. Yet, only 17% of small businesses have cyber insurance, exposing them to digital risks.

Then there are the big disasters. Think: break-ins, fires, natural disasters. If something happens to my storefront, I want to know I have the coverage to rebuild without draining my bank account.

Pro tip: Create a solid business plan to not just stay on track but also to secure the right insurance. If you need a starting point, grab HubSpot’s free Business Plan Template to lay out your mission, customers, finances, and risk strategy. Insurers love a business with a clear plan, and so will you.

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How much does small business insurance cost?

Your small business insurance coverage depends on factors like industry, location, number of employees, and the specific types of coverage needed. A sole proprietor working from home won’t have the same insurance needs as a retail store with employees and foot traffic.

Pro tip: Before buying a policy, I always recommend assessing potential risks. If you handle customer data, cyber liability insurance might be crucial. If you own a storefront, general liability is a must.

Average Cost for Small Business Insurance

On average, small business insurance costs between $500 to $1,500 per year (or about $42 to $125 per month). But remember, these numbers can shift based on how much coverage you choose.

Here’s an example: If I opt for a business owner’s policy (BOP) at around $57 per month, then add general liability coverage for $42 per month, my total monthly cost would be about $99.

Pro tip: Bundle your policies. Many insurers offer discounts if you purchase multiple policies together, like a BOP combined with cyber liability. I bundled mine and cut my costs by 15%.

Small Business Insurance Costs by Type

small business insurance costs by type

Different types of insurance provide different protections, and the price varies accordingly. Some policies cover income loss or intellectual property, while others protect physical assets or provide coverage for injuries.

Here are some common categories of small business insurance:

  • General liability. Covers property damage, bodily injury, defamation, or libel and costs around $42–$67 per month. I’ve seen businesses hit with unexpected lawsuits that cost $54,000 on average, according to The Hartford. This coverage can be a lifesaver if someone sues over an accident at your business.
  • Professional liability (errors & omissions insurance). Protects against claims of mistakes or negligence and costs about $42 to $61 a month. If I were a consultant or service provider, this would be a no-brainer. Even a small oversight could lead to a legal battle, and this policy helps cover legal fees and settlements.
  • Business owner’s policy (BOP). Combines general liability and property insurance and costs typically $57 to $63 per month. I like this option because it’s a bundled package, making it easier (and often cheaper) to get essential coverage in one go.
  • Workers’ compensation. Covers medical expenses and lost wages for work-related injuries and costs about $45 to $67 per month (varies by state). Most states legally require this if you have employees. Skipping it isn’t worth the risk — penalties can be $10,000 or more in some places.
  • Data breach (cyber liability) insurance. Covers costs related to cyberattacks and data breaches and costs about $140 and $145 a month. With 61% of cyberattacks targeting small businesses, I wouldn’t take chances. A breach can cost businesses $120,000 to $1.24M, which is enough to put many out of business.
  • Commercial auto insurance. Covers company-owned vehicles and costs between $147 and $150 per month (varies by location). If my business had delivery vans or company cars, I’d need this. Personal auto insurance won’t cover business-related accidents, and the cost of an uninsured accident could be devastating.

Examples of Small Business Insurance Costs

Business insurance is important. Take workers’ compensation, for example. I might pay around $50 a month, or $600 a year. That might sound like a lot until I consider that the average workers’ compensation claim costs around $42,000. That’s not a risk I’m willing to take. If I owned a restaurant, I’d be even more cautious — burns alone can cost tens of thousands of dollars per claim.

Then there’s commercial auto insurance. If my employees drive for work, I need coverage. Motor vehicle accidents are one of the top workplace injuries, with costs going over $90,000 per incident. I can’t afford to take that kind of financial hit, so I’d rather have insurance covering me when the unexpected happens.

It’s also tempting to think, “Data breaches won’t happen to me,” but hackers don’t discriminate. If my tech stack went down due to a cyberattack, I could be locked out of my systems until I paid thousands in ransom. Worse, if customer data were stolen, I’d be looking at $140-$160 per record compromised. If hundreds or thousands of records get leaked, I’m looking at a six- or seven-figure disaster.

I don’t take chances with my business, and neither should you.

Small Business Insurance Costs by State

Where I run my business plays a big role in how much I’ll pay for insurance. If I’m in a highly populated area or somewhere prone to natural disasters, I can expect my premiums to be higher than if I were in a more rural location with fewer risks like flooding, hurricanes, or wildfires.

Here’s a look at average small business liability insurance costs based on location:

  • California: $55 per month
  • Colorado: $53 per month
  • Florida: $58 per month
  • Georgia: $69 per month
  • Illinois: $46 per month
  • New York: $65 per month
  • Oregon: $48 per month
  • Pennsylvania: $60 per month
  • Texas: $59 per month
  • Virginia: $35 per month

Small Business Insurance Costs by Industry

What I do for a living affects my insurance costs. If I run a high-risk business — like a construction company or a brick-and-mortar store — I’ll pay more than someone working solo from home, like a freelance writer.

Here are some average monthly premiums for a BOP in different industries:

  • Cosmetics and salons: $550 per month
  • Pharmacy: $700 per month
  • Retail: $800 per month
  • Real estate: $600 per month
  • Construction and landscaping: $900 per month
  • Marketing: $300 per month
  • Freelance writer: $130 per month
  • Restaurant: $1,000 per month

Pro tip: I made the mistake of almost jumping on the first quote I found — until I compared multiple providers and found a better deal. Shopping around can save you hundreds.

How is the cost of small business insurance calculated?

When I first looked into the average insurance cost for small businesses, I was surprised by how many factors influenced small business insurance costs. Here’s a quick rundown:

1. Industry and business type.

High-risk industries like construction or manufacturing tend to have higher premiums because of the potential for injuries or property damage. On the other hand, lower-risk businesses like consulting or marketing usually pay less. Since every industry has different risk levels, insurers adjust rates accordingly.

2. Business location.

If you operate in an area prone to natural disasters, high crime rates, or strict local regulations, expect to pay more for coverage. For example, a business in a flood zone or a city with a high rate of theft will have higher property insurance costs compared to one in a safer location.

3. Business size and revenue.

If you have more employees, a larger physical space, or high revenue, your exposure to liability increases — which means insurers will charge more. A business with just a few employees and a small office will generally pay less than a large company with multiple locations.

4. Coverage types and policy limits.

If you want extensive coverage with high limits, you’ll have a higher premium. But if you’re willing to accept a higher deductible (meaning you pay more out-of-pocket before insurance kicks in), you can reduce your premium. The key here is balancing coverage and affordability.

5. Claims history.

If you’ve had previous insurance claims, you might have to pay more for coverage. Insurers see frequent claims as a sign of high risk. So, keep a clean claims record — it shows you have a well-managed business that’s not prone to constant issues.

6. Risk management measures.

One of the smartest things you can do to keep your insurance costs down is to invest in risk management. Think: Installing security systems, training employees on workplace safety, and following best practices. It makes the business less risky in the eyes of insurers. Some companies may even offer discounts if you take proactive steps to minimize risks.

Pro tip: Adjust coverage as your small business grows. Your insurance needs will evolve as your business expands. I review my policies annually to make sure I’m not overpaying or underinsured.

Protect your business with small business insurance.

I never fully grasped how one unexpected event could financially wreck a business until I saw the numbers. I always knew insurance mattered, but when I really looked into it, the reality hit hard. One accident, one lawsuit, one disaster — any of these could mean tens of thousands in losses, if not more. In some cases, it could be enough to shut everything down for good.

What really changed my perspective was realizing that business insurance isn’t just another line item on my expenses — it’s a safety net for everything I’ve built. It covers damages and protects my employees, customers, property, and income. No matter what industry I’m in, the right coverage is a must.