“The mini assessment is where we spend 10 minutes talking to a business owner, pulling out one pain point and then prescribing one opportunity area”
“You have to spend time with the different stakeholders ... understand the challenges they have ... then you build a strong business case ... it's all about value selling”
Charlotte Delafosse · Inside The Pipeline: B2B Sales and GTM · 21. Charlotte Delafosse, Regional Sales Director at Navan - From Four Seasons Hotels to Tech Sales, Cold Calling by Persona, and Why AI Won't Replace the Room
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What was described
Spend time on site meeting multiple stakeholders (EAs, finance, accountants, salespeople) to understand pain points and build a strong business case
Said nearby on the same subject
“Talk about the, look, can I just clarify what I understand your problem you're worried about now? … That helps build that business case.”
“I would go in there, spend a little time with the ad director ... pick up 15, 20, 50 salespeople ... margins were exceptional”
“Our Texas data literacy program and resource guide are strong starting points. They give agencies a framework they can use to build training”
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