Tyler Goss, from Tampa, has two critical sales questions: 1) How do we achieve those "crazy" prospecting numbers I talk about in my books? 2) When should a lead become a pipeline opportunity?

In this podcast, I break down these answers in plain English.

When to Create a Deal: Finding the Sweet Spot

There's no shortage of opinions on when to create a deal in your CRM. Some sales leaders will tell you to create a deal before you even make the first call (ridiculous). Others won't let you create one until the contract is practically signed (equally absurd).

Here's my take: Both extremes are problematic. You need a pipeline that gives you meaningful data. Here's how we handle this at Sales Gravy:

For Inbound Leads:

We categorize inbound leads into three distinct groups:

1. List Leads

These are people who sign up for our newsletter or download basic resources where we only ask for a name and email address. They're joining our community, and while some might become customers down the road, they're not pipeline opportunities yet.

2. MQLs (Marketing Qualified Leads)

These folks have given us more detailed information through webinars or content downloads. They've provided their phone number, email address, company, role, etc. There's an implicit understanding that we might reach out, but they haven't expressed a direct interest in buying. I don't want these in my pipeline just yet.

3. Hot Leads

These people come to us with their hands up, saying things like: "We've got a team of nine and want to do sales training" or "Our SKO is in February, and we want to hire Jeb. How much does he cost?" These leads have an open buying window and go straight into the pipeline. We'll close 95% of these because they've already self-identified as buyers.

For Outbound Prospecting:

When prospecting outbound we only put opportunities into the pipeline after the prospect has agreed to a first-time appointment (FTA).

Here's why: First-time appointments are your Money Ball metric—they indicate the health of your prospecting efforts. When an FTA is in your pipeline, you can measure critical data points like:

Show/no-show rates by rep

Advancement rates from FTA to next stages

Conversion rates from FTA to closed business

If I have a rep setting tons of FTAs with only a 10% show rate, I need to diagnose that problem. If another rep is advancing 50% of their FTAs to the next stage, that tells me something completely different.

The qualification point is simple: Both parties have agreed to step into the sales process. That's when it becomes a pipeline opportunity.

Some organizations resist this approach because they only want "fully qualified" opportunities in their pipeline. I get it, but you're missing valuable data if you wait too long.

Consider this example: If you work in an industry where everyone's under contract, and you know contract expiration dates, you might be tempted to automatically add prospects to your pipeline as their contract end dates approach. I wouldn't do that. Wait until you've had a conversation where they agree to meet with you to discuss options. That agreement to step into the process is your trigger.

If you're putting everything into your pipeline, you're diluting your data. If you're waiting until deals are practically closed, why even have a pipeline? The sweet spot is somewhere in between—and for most B2B sales organizations, it's at the first-time appointment stage.

Maximizing Prospecting Efficiency: How We Make So Many Calls

Tyler also asked about those "crazy" prospecting numbers I mention in my books. How do my teams make hundreds of calls during designated call blocks? The answer boils down to three key principles:

1. Separate List Building from Prospecting

Research and building lists is NOT prospecting. When we're prospecting, we're just chopping wood. We have our lists ready in advance, and when it's time to prospect, that's all we do.

During a practice round at a major golf tournament recently, one of the players hit an exceptionally beautiful shot. A fan in the gallery exclaimed, "Man, I wish I could hit a shot like that!" The player walked over to the fan and said, tongue-in-cheek, "No, you don't."

The fan looked confused. "What do you mean?"

The player replied, "You don't want to hit a shot like that because that means hitting a thousand balls a day, every day, for the next 20 years. That's what it takes to hit a shot like that."

And that's true for pretty much everything you want to accomplish life—whether it's playing golf, the piano, selling, investing, or mastering AI. If you want to be elite, you have to do a lot of repetitions of the same thing to reach the top. 

Adopt The Mamba Mentality

You've got to practice constantly. And this is what a lot of people miss. See, the truth is you can have anything in life you want—pretty much within reason—as long as you're willing to do the boring work.

You know what separates Warren Buffett, the greatest investor of our generation, from other investors? He's read over 100,000 financial statements in his lifetime. Think about that. 100,000 financial statements. That's not exciting work. That's not sexy. It is sitting alone, poring over numbers, analyzing balance sheets, income statements, cash flow statements, day after day, year after year, decade after decade. But that boring work made him one of the richest people on the planet.

Or look at Kobe Bryant. Kobe was famous for his "Mamba Mentality" which meant showing up at 4 AM to practice, hours before his teammates. It meant shooting thousands of the same shots over and over. His trainer once said Kobe would practice one simple move 700-800 times in a single session. Not 10 times, not 50 times. 700-800 times. The same move, over and over and over again. That's the boring work that made him a legend.

Going out to the driving range and hitting a thousand balls with your seven iron is one of the most boring things you can possibly do. Crap, hitting 50 balls with your seven iron is boring. But that's what separates the top performers from the low performers—they're willing to do the boring things.

Top Performers are Always Working at It

In sales, top performers are constantly studying. I meet them all the time. They show up in my seminars, read my books and listen to my podcasts. They’re taking courses on Sales Gravy University. They invest in learning and practicing every single day. 

When we run role plays, they jump right in. They recognize that, yeah, that's boring work. But you've got to do the boring things, the repetitive things, to get what you want. 

Be Careful What You Wish For

So the questions you have to ask yourself when you make that wish for what you want or set a goal is:

How bad do you want it?

Are you willing to do the work? 

Are you willing to make the sacrifice? 

Are you willing to grind day in and day out? 

Are you willing to do all of boring reps that nobody ever sees in order to reach the very top? 

Success is Paid for In Advance With Boring Work

You can accomplish anything once you accept that the price for success is paid for in advance. The price of admission to the elite levels of any profession is doing the boring work that most people aren't willing to do. Let me give you an example from my own life.

Years ago, when I was starting out in my sales career, I made a commitment to make 100 cold calls every single day no matter what. Rain or shine. Good mood or bad mood. Whether I felt like it or not. You know first hand that cold calling is not exciting work. It's tedious, repetitive, and rejection dense. Honestly, most people—including my boss—thought I was nuts. 

But those 100 calls a day allowed me to out perform and out earn all of my peers. It made me the top sales rep in my fortune 200 company. It bought houses, made me wealthy, and eventually gave me the platform to write book...

Here's the brutal truth: Self-awareness is the ultimate sales skill.

We obsess over skills like closing techniques, objection handling, and prospecting cadence. But self-awareness is the real make-or-break. Self-awareness is the lever that separates ethical, high-performance sellers from out-of-touch order takers.

If you’re not self-aware, you’re leaving money on the table and damaging trust.

Sales Without Self-Awareness is a Wrecking Ball

Let’s get honest. Lack of self-awareness is a deal-killer. It’s what causes reps to:

Over-talk and under-listen

Project their objections onto the buyer

Miss subtle cues because they’re too focused on a static script

Push when they should pause

This isn’t just a skill gap—it’s a blind spot. When you don’t know how best to connect with your prospect because you’re not listening—that’s a dangerous place to sell from.

Self-awareness is your internal compass. Without it, you can’t navigate objections, establish trust, or conduct a real discovery conversation. You can’t be consultative without being conscious.

The Ego Trap: Overconfidence Kills Awareness

It might seem counterintuitive, but your biggest blind spot in sales might be your own ego.

Close a few deals, and suddenly you stop prepping, shortcut discovery, and assume you know the buyer. That’s when self-awareness can tank.

Confidence is good until it turns into arrogance. When you stop reflecting, stop asking questions, and stop listening, you lose your edge. Sales is a what ’s-happening-today game. Yesterday’s win doesn’t guarantee today’s deal.

Top sellers stay humble enough to ask:

 “Did I connect, or just perform?”

 “Am I guiding, or just trying to sound impressive?”

“Does my solution fit their problem, or am I just trying to land a quick deal?”

The most crucial part of self-awareness? Checking your mindset—and your overconfidence—before it derails a lucrative deal.

Ego says you’ve got it handled. Self-awareness asks if that’s really true.

Only one of those gets you to President's Club.

The Two Lanes of Emotionally Intelligent Awareness

Awareness in sales isn’t just about having “emotional intelligence” and keeping arrogance in check. It’s about two critical lanes:

1. Seller Self-Awareness

You must know how your tone, presence, and mindset affect the buyer. That means recognizing when:

You’re chasing approval instead of guiding decisions

You’re hesitating out of fear of rejection

You’re overexplaining because you're insecure

You're emotionally reacting instead of staying neutral

Top sellers audit themselves for these moments constantly. They ask: 

"Was I too defensive there?"

 "Did I listen or just wait to talk?" 

"Am I showing up with certainty or neediness?"

A self-inventory is no picnic. But this self-audit allows the elite to stay composed, curious, and in control—especially when things get tense.

2. Buyer’s State Awareness

A self-aware seller is tuned in. They're not just listening to what is said, but why it’s being said, and what isn’t being said at all.

Consultative selling is all about sensing, so it’s:

Knowing when a buyer’s guard is up

Being alert to when they’re overwhelmed

Learning when they’re intrigued but afraid to say yes

Watching the micro-expressions

Noticing the shift in tone

The best lead by aligning with the buyer’s state. By understanding the buyer’s motivations, emotional triggers, and decision-making pace, self-aware sellers engage in deal-making, not manipulation. 

Self-Awareness Might Be New to You

So there’s no doubt self-awareness nets meetings and closes deals. But here’s the problem: Most sellers have never been coached to insightfully reflect. 

They’re trained on scripts, not self-regulation. They’re told to “just make the calls,” but not how to manage the emotions that come with rejection, hesitation, or being ghosted.

It’s easy to understand the challenges.

If you're doing any kind of cold calling or prospecting, you'll eventually hear this objection: "I'm in a meeting right now." Paul Wise, a heavy cold caller from Normandy, France, targets product managers at software companies and says that nine times out of ten when he gets a decision-maker on the phone, they claim to be "in a meeting."

Three Ways to Handle the "I'm in a Meeting" Prospecting Objection

As I explained to Paul, how you respond in that moment can make or break your opportunity to move forward.

First, let's acknowledge something important: If someone is genuinely in the middle of an important meeting, they typically don't answer calls from unknown numbers. The fact that they picked up your call suggests they might not be as unavailable as they claim.

That said, they might be between meetings, heading into a meeting, or simply using this as a brush-off technique. Regardless of their true situation, you need an objection handling strategy.

Based on my conversation with Paul, here are three effective approaches to handle this common situation:

Approach #1: The Quick Pitch Strategy

This is what Paul has been doing: When he gets someone on the phone who says they're in a meeting, he delivers his DMX (Decision Maker Express) pitch as quickly as possible, then tries to secure a meeting.

Paul mentioned this sometimes works for him. He gets the meeting scheduled, then works hard to ensure they show up by engaging with them on LinkedIn, sending follow-up emails, and basically "surrounding" them with touch points.

The upside: You've got them on the line, so why not take your shot? The downside: Rushing through your pitch can make you sound desperate and reduce your effectiveness.

When to use it: If you have a high-energy personality and can deliver a compelling, concise pitch without sounding rushed, this approach can work. It's especially effective if you have a solid follow-up strategy to ensure they show up to the meeting.

Approach #2: The Acknowledge and Pivot Strategy

Instead of trying to pitch someone who's claimed to be busy, simply acknowledge their situation and pivot directly to scheduling:

"I totally expected you to be in a meeting and not able to talk. That's exactly why I called—to find a time that's more convenient for you. Why don't I send you a meeting invite for Thursday at 2:00, and then we can get together when you do have time to talk?"

This approach demonstrates respect for their time while simultaneously accomplishing your objective of setting an appointment.

What happens next reveals a lot:

If they agree to the meeting, you've accomplished your goal without the rushed pitch.

If they ask, "Who are you again?" they're actually signaling they have more time than they initially let on.

If they say they're not available Thursday, they're engaging in a scheduling conversation—which means they're interested enough to find an alternative time.

When to use it: This works particularly well when you sense the prospect is genuinely busy, but they might be interested with the right approach. It's respectful, professional, and surprisingly effective.

Approach #3: The Non-Complementary Behavior Strategy

This is my personal favorite because it uses psychology to your advantage.

When the prospect answers with high energy, saying they're busy or in a meeting, don't match their energy. Instead, deliberately slow down and use a calm, relaxed tone:

"Totally get that. I figured you would be busy. Look, I only have two questions."

Then—and this is critical—be quiet. Let the silence do the work.

If they truly have no time, they'll hang up. But most won't. Instead, they'll likely say something like, "Okay, but go fast."

Now you need to ask a question that gets them engaged—something they can easily answer that reveals qualification information:

"How many data points are you connected to in your current configuration?"

The magic happens in what follows:

Self-talk, what you say to yourself internally, manifests itself in your outward attitude and actions. As any elite athlete will tell you, the mental games you play with yourself between your ears will make or break you. When all things are equal, mindset is one thing that separates winners and losers.

This is one of the reasons that I love golf so much. Once you understand the basic mechanics of the golf swing the only thing that really matters is mindset. On every shot your ability to focus, calm your mind, and remain mentally disciplined is the thin line between brilliance and disaster. Allow the wrong thoughts to creep in and before you know it you’ve shanked your shot into a water hazard. 

You Become What You Think

In golf and in sales, you cannot afford the luxury of a negative thought. 

Self-talk is crazy powerful. You become what you think. When you expect to win, you’ll win far more often than the person who believes they are going to lose. When you learn how to block out negative thoughts and inputs and remain focused on your process you’ll consistently out perform those who don’t. 

Understanding this is crucial in these crazy times full of volatility, uncertainty, negativity and divisiveness. In this environment where everything can hit the fan in an instant on any given day, it is super easy to become mired in stinking thinking. 

Beware of Stinking Thinking

Stinking thinking is the toxic inner soundtrack that loops in your head after a bad conversation with your boss, seeing a negative story on the news or social media, a lost deal, a bad quarter, or hitting five straight voicemails on cold calls. It’s every “Nobody answers the phone anymore,” “No one’s buying in this economy,” or “I’m just not cut out for sales.”line you feed yourself. It’s catastrophizing. It’s victim-talk.

Imagine the impact on your mindset when your internal conversation is constantly filled with negativity. It’s the mental equivalent of leaving a half-eaten tuna sandwich in your backpack for a week—eventually the smell becomes unbearable.

Mindset drives attitude, attitude drives behavior, and behavior drives outcomes. When stinking thinking settles in:

Your Reticular Activating System—the brain’s spam filter—starts looking for evidence you’re doomed, and sure enough, you find it.

Call reluctance skyrockets. You protect your fragile ego instead of filling the pipe and asking confidently for the sale.

Every “maybe” sounds like a “no,” every objection feels personal, and every tiny setback reinforces the lie that you’re stuck.

Left unchecked, that negative monologue becomes a self-fulfilling prophecy. Your pipeline shrinks, numbers dip, confidence tanks, and pretty soon you’re blaming the market instead of owning the mirror.

Thoughts are Just Choices

The good news is that thoughts are just choices. You control your mindset. You have the ability to flip the switch from victim to driver. From rain barrel to rainmaker. 

What you must never forget is that momentum follows mindset, not the other way around. Manage your self-talk and the results follow suit. 

When your self-talk turns negative, take control and change it. Learn to replace negative self-talk with positive affirmations and statements. Get in the habit of looking in the mirror and answering the question: “What can I control right now?” Focus on that. 

Knowing vs Doing

Now, here’s the rub, everybody knows self-talk matters. Socrates hammered on it. Marcus Aurelius journaled about it. Your grandmother probably told you to “stop being so negative.” The concept of mental discipline isn’t new, it’s universal.

But intellectual agreement and day-to-day execution are two very different zip codes. You can post quotes from every Stoic on LinkedIn and still spend the morning telling yourself, “I’ll never hit quota in this economy.” Knowledge without application is just trivia.

So flip the switch from knowing to doing.

Let’s kill the myth: sales coaching isn’t just for newbies or underperformers. 

It’s for closers, leaders, and the ones who want more—more pipeline, more wins, more control over their career. If you're in sales, you need coaching. Period.

This isn’t feel-good fluff. Sales is a performance sport. Every high-performance athlete has a coach, and every inspiring performer has a mentor for a reason.

Everyone, and I mean everyone, needs a coach. From the elite to the desperate, everyone can benefit from guidance.

https://www.youtube.com/watch?v=HCOY793fA5E

1. The Desperate: The Bottom 20%

You know who you are. You’re missing quota—again. Every call feels heavier, your confidence is tanking, and you’re out of answers.

Here’s the truth: you don’t need more time—you need better habits, tighter processes, and someone to call out your excuses. You need guidance.

Sales coaching forces you to stop guessing and start fixing. A good coach will rip the blinders off: Are you dodging the phones? Are you hesitating at the close? Are you talking too much and listening too little?

You're not going to claw your way out of the bottom 20% by working harder. You get out by working smarter, with someone who’s done it before and won’t let you off the hook.

Find yourself a coach—do it now—before the hole you’ve dug gets any deeper.

2. The Mediocre Middle

You’re not bottom of the pack, but you’re not standing out either. You’re just … fine. Quietly average. Here you are, coasting on a couple of decent months, dodging attention, not making waves, paying your bills but treading water accomplishment-wise.

And that should scare you. This is not where you want to be.

This is where most reps stay stuck—not because they don’t care, but because they don’t change. Coaching breaks the cycle of complacency. It’s the flashlight in the dark that shows you exactly what’s holding you back. Weak discovery? Inconsistent follow-ups? Soft closes?

You don’t need a miracle. You need fresh eyes and someone who pushes you past the edge of “fine.”

Seek out a coach who’s been there and knows how to break through the ceiling you’re trapped under.

3. The Ultra High Performer

You’re already top tier. You’ve pushed your way into the 5%. President’s Club. You’ve got the trophies, the income, and the T-shirt to prove it.

So why do you need coaching?

Because the best never stop training. They don’t rest on wins—they refine, seek out marginal gains, and build muscle when others relax. Coaching helps you identify the 2mm adjustments that turn a winner into a legend.

The ultra-high performers I’ve seen who get coaching consistently shorten deal cycles, multiply referrals, and close with precision. The ego stays in check, the mindset stays sharp, and the momentum stays up. They’re breaking into enterprise-level sales on the regular.

The moment you stop chasing growth is the moment someone else starts catching up.

Your ideal coach has climbed to the top of the mountain themselves and is willing to help you scale it, too.

4. The Solopreneur

You’re running a business, selling the service, delivering the product, and following up with the clients. You’re building the plane mid-air.

But let’s be real—most solopreneurs need some help to truly master sales. With your passion, you’re the best sales rep for your product you’ll ever have—but right now, you’re winging it.

“Coaching helps you build a real sales process—consistent outreach, confident pricing, and predictable revenue. 

You can’t afford wasted time or wasted energy. A coach helps you cut distractions, stop chasing bad-fit leads, and finally build the kind of pipeline that scales with you.

If you want to play a bigger game, you’ve got to start selling like a pro—not an amateur.

Go land a coach who’s as committed to making you a top-tier sales rep as you are to your business.

5. The Sales Leader

You coach your team, run the numbers, and lead the meetings.

Kyle, a field sales rep from British Columbia, is struggling with a common prospecting challenge: how to consistently prospect when you're constantly on the move.

Kyle's situation likely resonates with many of you in outside sales. He described his typical day—starting at job sites at 7:30 AM, running between appointments, sending proposals from his truck, and working from Starbucks in between meetings. Sound familiar?

He had read my book, Fanatical Prospecting, where I advocate for dedicated time blocks for prospecting. But Kyle's reality made traditional time blocking nearly impossible. So what's a field rep to do?

What follows is the advice I gave Kyle, cleaned up and expanded so every field seller, territory manager, and outside sales road warrior can put it to work—right now.

Focus on Activity Count, Not Time Blocks

If you're in Kyle's shoes (or truck), here's my advice: Stop obsessing over time and start focusing on activity counts.

Instead of trying to carve out a rigid one- or two-hour block, set a daily activity goal. For someone in Kyle's position, committing to 30 quality outbound touches per day is likely sufficient. In my early days, I personally made 100 dials daily, no matter what—but you need to find your number.

It's amazing what you can accomplish in small pockets of time. Got 10 minutes between appointments? You can make 10 dials. These micro-prospecting sessions add up throughout your day.

Instead of asking, “How do I find two uninterrupted hours?” ask, “How many outbound touches do I need to hit my pipeline goal?”

Reverse-engineer your math. If 30 dials typically create two meetings—and two meetings a day keep your funnel fat—commit to 30 dials, period.

Activity over chronology. Whether you burn those calls in one block or in six five-minute bursts between site visits doesn’t matter. Hitting the activity target does.

Prospecting is like push-ups: the muscle only cares that you completed the reps, not whether you did them all at once.

Practical Fanatical Prospecting Implementation for Field Reps

Here's how to make this work in the field:

Set up your list the night before: Don't waste precious morning energy building your call list. Have everything ready to go when you start your day. A pre-built list eliminates the mental drag of figuring out who to call while you’re juggling mud, invoices, and traffic.

Use the gaps: Those small windows between appointments are prospecting gold. Five minutes here, ten minutes there—use them.

Capture information efficiently: Most calls will go to voicemail. For the ones who answer, quickly note any important information to input into your CRM later. Don't try to update your CRM in real-time between every call.

Be safe: Obviously, don't text and drive. Pull over if you need to take notes or send follow-up messages.

What Kyle is experiencing is common for outside sales professionals. You can't prospect the same way as an inside sales rep with a dedicated desk and phone. Your office is your vehicle. Your desk is wherever you can find a flat surface. Your schedule is dictated by customers and job sites.

Create a Mobile Prospecting Kit

Salesforce is great—when you have stable Wi-Fi and two hands on a keyboard. Field reps need something that works when the LTE bars dip to one.

Print or export your list with phone numbers and a skinny note column.

Hyperlink mobile numbers in a notes app so a single tap dials the next contact—no scrolling, no fumbling.

Use a hands-free auto-dial app (tons exist) if local regulations allow. Safety first; quotas second.

Capture notes on paper or dictate voice memos. At day’s end, batch-enter critical intel into your CRM. Perfect data hygiene is optional; capturing deal-moving facts is mandatory.

Rule of thumb: Log information, not activity. Managers love call-count metrics, but conversations and follow-up triggers win deals.

On this Money Monday, we're going back to Augusta where Rory McIlroy finally won The Masters and in doing so gave us 5 lessons for chasing and achieving dreams. It wasn’t pretty. It wasn’t clean. It was gritty, emotional, and one of the most unforgettable moments in sports history. 

Rory stepped onto the first tee looking calm, focused. Like a man who’d been here before, and this time, was ready to finish it. He was 12-under. Two shots clear. It was his tournament to lose.

Then it unraveled almost immediately. A loose drive. Bad bounce. Scrambled recovery. Double bogey. That kind of start can break a player, especially at Augusta National, especially when the stakes are this high. But this year would be different.

Here are five lessons we can learn from Rory Mcllroy's journey to immortality at the Masters:

Lesson #1: Pressure Doesn’t Break You—It Reveals You

That double bogey on the first hole could’ve crushed him. It has crushed players before. It’s crushed him before. But this time, Rory leaned into the moment.

In sales, the pressure hits you just as fast. A lost deal, a missed number, or an impossible quarter. You don’t get to run from it. You fail to the level of your habits, your mindset, and your preparation. What shows up when you’re squeezed is your true game.

Lesson #2: Respect the Long Game

Rory didn’t panic; he recalibrated. He birdied 3, then 4. No showboating. No hero shots. Just control. He played tight through the front 9. His game wasn’t flashy—just steady. He didn’t chase. He didn’t press. Rory played smart. He trusted the process and took what the course gave him. He didn’t win with a miracle chip. He won with patience. Tempo. Smart decisions. He trusted the process.

That’s how deals close. That’s how pipeline builds. You qualify. You follow up. You show up again. And you earn the right to close when the buyer’s ready—not when you’re desperate to sell. Trust the process, be consistent, and believe in your system.

Lesson #3: How You Lose Matters More Than How You Win

But the Augusta National did what the Augusta National always does—it tightened its grip.

The 11th is long, brutal, and unforgiving. His approach caught the small bumpy hills that line the green side fairway and scuttled left. The ball screamed toward the left pond and stopped just short. Rory was able to make the save for bogey.

"Amen Corner," he must have whispered to himself, exasperated. Rae’s Creek was, again, waiting on 13—and it got him. His 89-yard chip landed short and skipped into the water. Another bogey.

He was slipping. You could see it in his face. The sweat. The searching for focus. The doubt that has haunted his Masters’ history creeping in around the edges. The crowd got quiet. Could it be another collapse.

On the 15th, after his tee shot put him left of the fairway blocked by three Georgia Pines, Rory stood at the top of the hill—one of the last true scoring chances on the course.

He pulled a 7-iron for 220 yards. A high, arching draw that tracked perfectly, landing soft on the right side of the green and rolling to within five feet of the pin. Rory bounced down the fairway to the green, walking on clouds. The crowd enveloped him in a unified chant.

Then he landed another birdie on 17. Suddenly, he was back to 11-under—tied with Justin Rose, who was charging from behind with a 66 and had the crowd buzzing.

18 was Rory’s chance to seal it. But his second shot found the bunker. The blast out was clean, but the putt too strong. He missed. The gallery groaned. Another Masters heartbreak? Was this all too much to fight in one day? Did he have one more, two more, three more holes? 

But Rory didn’t show frustration or melt down. He reset and walked back to the tee box for the playoff with Rose. For years, Rory has taken losses on the chin. No excuses. No drama. Just class.

Grace matters. Your mindset matters. Clients see that in sales. They notice how you act when the deal doesn’t go y...

You crushed your quota. Commission check hits the account. 

Your first instinct? Celebrate! You earned it, right?

Not quite. You’ve earned a reward, sure. But if every check disappears faster than a cold call prospect can hang up the phone, then you’re just renting a lifestyle.

Here’s the truth: Top sales pros don’t just sell like professionals—they manage their money like professionals. They know the high of a commission check can’t replace long-term financial freedom.

I’ve got the financial low-down.

https://www.youtube.com/watch?v=3Da7U2PviPI

1. Don’t Spend It All in One Place—Or All at Once

When a big check hits, it’s tempting to splurge. New watch. Fancy dinner. Extra drinks on you.

But here’s the catch: commission highs come and go. Quarters fluctuate. Markets shift. Now more than ever, you can’t treat every paycheck like a lottery win.

Try this instead:

Split your check. A solid money rule: 50% to lifestyle, 30% to savings/investments, 20% to debt.

Set auto-transfers. Remove temptation. Have a percentage automatically move to savings or investments the minute you get paid.

Living below your means is how you avoid feeling broke—even during dry spells.

2. Build the "Oh Crap" Fund

Sales is high-risk, high-reward. One quarter, you're crushing it, the next you're staring down a dry pipeline and a mortgage payment.

Enter your emergency fund.

This isn’t optional—it’s survival. Ideally, you want 3–6 months of living expenses saved in a separate account, untouched unless it’s a true money emergency.

Having this cushion keeps you from making desperate decisions when things get tight—and keeps your mind clear to prospect fanatically.

3. Debt Doesn’t Care About Your Commission

Credit cards. Car payments. Student loans.

Debt is a silent killer of long-term wealth. And the more you make, the more it sneaks in. Why? Because it’s easy to think, “I’ll just pay it off with my next check.”

Then the check comes. And goes.

Start taking control:

List your debts. Highest interest first.

Choose a strategy. Snowball (smallest balance first) or Avalanche (highest interest first). Stick to it.

Automate payments. No missed due dates. No excuses.

Pay with cash. And stick to it. If you can’t afford to pay for it all now. You can’t afford it, period.

Freedom means having money that belongs to you—not a credit card company.

4. Your Future Self is Counting on You

It’s easy to feel invincible when you’re 25, 30, 35—closing deals, stacking checks.

But time moves fast. And if you don’t start investing for the long haul, future-you will be making cold calls at 70.

Start with your 401(k) if your company offers one—especially if there’s a match (that’s free money). If not, look into IRAs or Roth IRAs. Even small monthly contributions grow massively over time thanks to compounding interest.

The earlier you start, the easier it is. The later you start, the harder it gets.

5. Plan, Don’t Wing It

You wouldn’t wing a sales call with a high-value prospect, right? The same goes for your finances.

You need a plan.

Set financial goals. Pay off $10K in debt. Save $20K this year. Max out your Roth IRA.

Track your spending. Use an app or spreadsheet. Know where every dollar goes.

Meet with a financial advisor. Let a pro help map the path.

Sales success without financial structure is just noise. You work too hard to have nothing to show for it in the end.

6. Discipline is Freedom

This isn’t about deprivation. It’s about choice.

When your money’s right, you can:

Stop chasing bad deals.

Invest in coaching, property, or your own business.

Sleep well, knowing you're not one missed quota away from panic.

The people who look rich often aren’t. The people who stay rich? They play the long game.

Protect the Bank Account

You already know how to grind. You already know how to win.

Now it’s time to build a life where that effort creates lasting freedom—n...

Ross from Houston faces a common challenge in channel sales: how do you create brand preference for your product when you’re selling through distributors who carry multiple competing lines and competitors who undercut your price?

His company builds industrial dust-collection equipment and ducting, but they don’t sell direct—meaning they rely heavily on distributors, contractors, and engineers to choose their brand over cheaper alternatives.

Below, you’ll find key insights on how to drive more “pull-through” sales to your channel partners and convince every stakeholder—from designers to installers—to pick your product.

Why Pull-Through in Channel Sales Matters

When you sell through distribution, you lose a lot of direct control. Your product is on the shelf (literally or figuratively) alongside competitors, and the distributor or contractor can often steer buyers toward any brand they choose. Pull-through happens when the end user, contractor, or engineer specifically requests your brand—making your distributor the middleman who fulfills the preference you created.

Educate & Collaborate With Specifiers

Ross’ sales team already does lunch-and-learn sessions with engineering firms. Those engineers create the specs that contractors must follow, so if your product is “baked in” early, that’s a massive advantage later when the contractor goes shopping. But the real test comes when the contractor or installer sees a cheaper alternative on the distributor’s line card.

Key Steps:

Educate engineers on the deeper value and functionality of your product, so they’ll insist on it in their specs.

Collaborate with contractors. Even if they’re not the final decision-maker, they can heavily influence whether your premium line or a cheaper knockoff is chosen.

Brand Preference vs. Price Objections

The toughest hurdle for a premium brand is the classic price objection. If the competitor’s line undercuts you, how do you prove your extra value?

Unearth the Real Cost of Going Cheap. Show specifiers and end users the Total Cost of Ownership—that cheaper or less-robust solutions can lead to higher maintenance, safety issues, or inefficiencies down the line.

Highlight Success Stories. Gather testimonials or case studies from buyers who saved time, boosted reliability, or lowered total cost of ownership by choosing your brand.

Create Tools and Guides. Develop clear documentation or ROI calculators that help buyers see beyond sticker price—especially useful if the distributor’s rep isn’t fully equipped to present your value.

Dealing with the Distributor as a Gatekeeper

You can do all the contractor or engineer training you want, but if the distributor’s inside salesperson steers a buyer to a cheaper product, you still lose. That’s why building the distributor relationship is non-negotiable.

Action Items:

Train the Distributor’s Sales Reps. Show them exactly how to pitch your brand’s advantages, from installation ease to long-term reliability.

Reward Them for Advocacy. If possible, offer spiffs or incentives when they successfully sell your line. In some cases, highlight how your product can reduce their support headaches and returns, making their life easier.

Co-Sell on Big Deals. Bring major opportunities to the distributor, or volunteer to go on key calls together. When you help them close deals, they become more loyal to you.

Get Proactive and Strategic

One pitfall in channel sales is that your rep can become just a “help desk” for the distributor—always fixing problems instead of actively driving new deals. But a proactive approach can turn that support into a competitive edge:

Offer On-Site or Virtual Coaching. Whenever the distributor or contractor hits a snag, your rep steps in, demonstrating expertise. This builds trust and brand loyalty.

Balance Support with Hunting. While your reps should help,