SBI, The Growth Advisory

SBI, The Growth Advisory

Welcome to the SBI Podcast Channel. SBI is the go-to-market (GTM) growth advisory with proven experience in helping innovative companies achieve real results in sales and marketing. This channel features podcasts with insightful discussions between top sales and marketing leaders, sharing insights, best practices, and proven strategies to create incremental value and drive revenue growth for your organization. Subscribe today to keep up with the latest episodes for impactful sales and marketing growth strategies.

  1. May 8

    AI in the Wild - What Top GTM Teams Are Getting Right About AI Adoption

    In this episode, SBI’s Ray Makela sits down with Craig Riley and Jamie Halpin, to explore what separates successful AI-driven go-to-market organizations from those still struggling to realize measurable ROI. Together, they unpack the growing divide between “AI haves” and “have-nots,” and why leading companies are using AI not just to improve productivity, but to make smarter revenue decisions across the customer lifecycle.Craig shares fresh research on AI adoption across sales organizations, highlighting how top-performing teams are leveraging AI for everything from intelligent lead routing and conversational intelligence to predictive churn modeling and customer expansion strategies. The discussion also explores why many organizations fail to see results despite significant investment in AI tools.Jamie breaks down the foundational elements required for successful AI adoption, including strategy, governance, clean data, workflow design, talent readiness, and change management. The conversation also dives into real-world use cases transforming sales and customer success, including AI-powered coaching, inbound SDR automation, and customer signal engines that help teams proactively identify churn risks and expansion opportunities.Whether you’re leading sales, enablement, RevOps, or customer success, this episode delivers practical insights on how modern GTM organizations are operationalizing AI—and how to move from experimentation to real business impact.

    37 min
  2. May 4

    Client Success Training That Drives Revenue - From Handoffs to Expansion Strategy

    In this episode, SBI’s Ray Makela sits down with Annie Stefano, Senior Training Consultant for Client Success, to unpack what it really takes to turn client success teams into revenue drivers. Annie shares how organizations can shift from a transactional “buyer” mindset to a long-term customer growth strategy—starting with one of the most critical moments in the journey: the sales-to-CS handoff. Together, they explore how leading organizations are building high-impact client success programs by focusing on strategic thinking, proactive engagement, and time mastery. Annie breaks down the skills modern CSMs need most—from running efficient, outcome-driven meetings to anticipating customer needs before they surface—and why many teams struggle to balance client-facing and behind-the-scenes priorities. They also dive into practical ways to align sales and client success through shared journey mapping, internal kickoff calls, and better cross-functional collaboration—turning friction into a competitive advantage. Plus, Annie shares how to measure the real impact of training using metrics like time-to-value, net revenue retention (NRR), and NPS, while setting realistic expectations for behavior change. Looking ahead, the conversation explores how AI and automation are reshaping the role of client success—freeing teams from manual work so they can focus on what matters most: building human-centered relationships and acting as true strategic partners. Whether you’re building a client success function or scaling an existing one, this episode offers actionable insights on how to drive retention, expansion, and long-term customer value.

    24 min
  3. Mar 12

    Activating Sales Playbooks – Turning Strategy into Daily Manager Impact

    In this episode of the Sales Readiness Podcast, SBI’s Ray Makela sits down with Charlie Dorrier, leader of SBI’s enablement activation team, to unpack why most sales playbooks fail to drive performance — and what high-performing organizations do differently. Drawing on joint research with the Revenue Enablement Society, Ray and Charlie explore a surprising finding: simply having a manager playbook does not directly correlate with improved performance. They break down why playbooks often fall flat — from lack of executive sponsorship and overbuilt content to poor integration into managers’ daily workflows. Charlie shares what “best-in-class” activation actually looks like: leadership-led initiatives, bite-sized content shaped by influential sales leaders, and a structured 6–10 week enablement rollout designed to embed behaviors, not just distribute documents. Together, they discuss how to eliminate low-value manager tasks, define a clear operating cadence, and make the playbook a living, evolving system rather than a static manual. The conversation also dives into the future of playbooks — including AI-driven coaching prompts, CRM-integrated nudges, conversational intelligence triggers, and real-time digital access that transforms the traditional “owner’s manual” into an on-demand performance engine. If your organization has invested in playbooks but hasn’t seen the expected uplift, this episode offers a practical roadmap for turning strategy into sustained manager impact — and measurable performance gains.

    26 min

About

Welcome to the SBI Podcast Channel. SBI is the go-to-market (GTM) growth advisory with proven experience in helping innovative companies achieve real results in sales and marketing. This channel features podcasts with insightful discussions between top sales and marketing leaders, sharing insights, best practices, and proven strategies to create incremental value and drive revenue growth for your organization. Subscribe today to keep up with the latest episodes for impactful sales and marketing growth strategies.