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You Cannot Hit A Revenue Goal Without A Trackable Plan - Part 1

Sales & Marketing Playbook: Unleashed · 2026-06-22 · 25 min

0:00--:--

Key moments - from our scoring

Substance score

24 / 100

Five dimensions, 20 points each

Insight Density7 / 20
Originality4 / 20
Guest Caliber5 / 20
Specificity & Evidence4 / 20
Conversational Craft4 / 20

The Sales and Marketing Playbook Unleashed hosts Evan Poland (Poland Performance Group) and Craig Andrews (Beholder Agency) tackle why revenue goals fail without a trackable plan. Most businesses - whether startups, legal practices, or sales teams - set ambitious revenue targets (half a million, one million, ten million dollars) without answering the critical follow-up: how will you get there? The Revenue Cookbook, developed by Poland and Andrews over 15+ years of collaboration, solves this by systematizing the math: average deal size, closing percentage, first-conversation-to-opportunity rates, and required activity levels. Rather than chasing leads or tactics, the framework forces companies to work backward from revenue goals to specific, measurable activities. The hosts stress that data collection across CRM platforms (HubSpot, Pipedrive, Salesforce) or even spreadsheets is non-negotiable, and that sustainable results require 3 - 5 months of testing before pivoting. They introduce the online tool at revenuecookbook.com where operators can input company data and receive a precise breakdown of required work. The episode positions client size segmentation - using a hunting metaphor of rabbits, deer, and elk - as critical, since most businesses mistakenly treat all clients equally despite vastly different revenue contributions.

Key takeaways

  • →Without a reverse-engineered plan mapping revenue goals to specific metrics (deal size, close rate, conversation-to-opportunity ratio), you cannot build a trackable strategy or hold your team accountable.
  • →You can hit the same revenue target by working 80 hours per week chasing wrong opportunities or 30 hours weekly targeting the right ones - tracking which activities drive closed deals is essential.
  • →Most marketing and sales teams chase tactics or lead volume instead of revenue outcomes; the cookbook forces you to align lead generation, deal size, and conversion rates to a single revenue number.
  • →Don't evaluate marketing campaigns or business development activities (trade shows, associations, sponsorships) in fewer than 3 - 5 months; the marketing rule of 7 - 10 exposures before awareness means premature pivots waste effort.
  • →Segment clients by revenue contribution, not by company size or client count; a Fortune 500 company doing one small project is a 'rabbit,' not an 'elk.'

In this episode

  1. 1Introduction to the Sales and Marketing Playbook Unleashed
  2. 2What is the Revenue Cookbook and Why It Matters
  3. 3The Problem: Revenue Goals Without Trackable Plans
  4. 4Chasing Revenue Versus Tactics: Data-Driven Decision Making
  5. 5Client Sizing and Breaking Down Revenue Goals
  6. 6Introducing the Revenue Cookbook Tool

Mentioned

Evan PolandCraig AndrewsPoland Performance GroupBeholder AgencyHubSpotPipedriveSalesforceSales and Marketing Playbook UnleashedRevenue CookbookSelling Professional Services

Guests

Evan PolandCraig Andrews

Topics in this episode

HubSpotSalesforcePipedriveRevenue CookbookPoland Performance GroupBeholder Agencyrevenuecookbook.comaverage deal sizeclosing percentageconversation-to-opportunity ratio

Questions this episode answers

What is the Revenue Cookbook and how does it work?

The Revenue Cookbook is a planning framework that reverse-engineers a revenue goal into specific, trackable metrics: average deal size, closing percentage, and conversation-to-opportunity rates. Users input their target revenue and company data into the online tool at revenuecookbook.com, and it outputs the exact activities and volume needed to hit the goal.

Why do most businesses fail to hit their revenue targets?

Most set revenue targets without understanding the activities required to reach them. They chase lead volume or tactics instead of working backward from revenue goals to required deal size, close rates, and activity levels - making the goal untrackable and often impossible to achieve.

How long should you test a marketing campaign or sales activity before deciding it doesn't work?

At least 3 - 5 months. Most marketing requires 7 - 10 exposures before audience awareness; pivoting in weeks wastes effort. Annual reviews are standard for longer-cycle activities like professional associations and sponsorships.

What data should you track for every opportunity in your pipeline?

Track how each opportunity came in and which 2 - 3 activities or touchpoints led to getting in front of it. This reveals which channels and tactics actually drive revenue, allowing you to double down on high-ROI activities and cut low-performing ones.

Why should you segment clients by revenue size rather than company size?

A Fortune 500 company generating $5,000 in annual revenue is a small client; a mid-market company generating $500,000 is a large one. Revenue contribution, not company prestige, determines strategy. The cookbook uses a hunting metaphor - rabbits (small), deer (bread-and-butter), and elk (large accounts) - to simplify segmentation.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

7 / 20

The episode introduces a useful client-segmentation heuristic (rabbits/deer/elephants) and the reverse-engineering approach to revenue planning, but these ideas take up only a fraction of a 25-minute episode dominated by banter, product pitching for revenue-cookbook.com, and platitudes. The density of actionable, non-obvious ideas per minute is low.

what percentage of your revenue do you want coming from rabbits, from deer, from elephants, and then the cookbook will populate the numbers so that you know exactly how many clients you need in each of those categories
I have a lot of folks come to me because they have 80% of the revenue coming from one or two elephant clients. And if one of them goes away, they're scrambling

Originality

4 / 20

The rabbits/deer/elephants client-tier framework is a well-worn sales training concept, and the episode leans heavily on recycled motivational aphorisms rather than any first-principles or contrarian thinking. There is no fresh angle presented.

if you fail the plan, you are planning to fail
you either have a plan or you're a part of somebody else's plan

Guest Caliber

5 / 20

There is no external guest; this is a co-hosted format between a sales coach and a marketing agency CEO, both SMB-focused practitioners. No evidence is presented of work at notable scale, and credentials are stated in the intro without substantiation in the conversation itself.

Meet Evan Poland, the president of Poland Performance Group, a master in sales coaching with over two decades of experience.
Joining him is Craig Andrews, partner and CEO of Beholder Agency, an expert in growth marketing.

Specificity & Evidence

4 / 20

Dollar figures cited are illustrative placeholders with no grounding in real client data, named companies are entirely absent, and the one anecdotal case study (Craig's own agency moving from rabbits to elephants) contains no concrete numbers or outcomes.

Maybe maybe it's yeah, $500,$5,000, whatever it might be. You'll quantify yourself what for yourself, what a deer-sized client is worth. Yeah, maybe it's$25,000, yeah, well, whatever it might be.
If you went to a trade show and you had spent$10,000 on it and you brought back$10,000, we'd have to quantify that as to why that was important.

Conversational Craft

4 / 20

The co-hosts agree with each other at virtually every turn, with no challenging follow-ups, no probing for evidence, and no productive tension. The format functions more as a mutual endorsement exchange than an interview or substantive dialogue.

SPEAKER_01: Absolutely. Absolutely.
SPEAKER_01: That's right.

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Most-used words

speaker40revenue34cookbook30marketing23evan21sales20plan20clients18client15playbook14data14episode12number11understand11important11craig10

Episode notes

Send us Fan Mail Your revenue target is only useful if you can explain, with numbers, how you will reach it. We take you behind the scenes of the Revenue Cookbook, our simple framework for building predictable revenue by turning a big goal into a clear weekly plan based on real sales pipeline math. We talk through the data that makes the plan honest: average deal size, close rate, how many first conversations become qualified opportunities, and how to track where each opportunity actually comes from. Whether you use HubSpot, Salesforce, Pipedrive, or a spreadsheet, we share the habit that changes everything: logging attribution so you can stop guessing, cut waste, and double down on the actions that consistently create revenue. We also add an important reality check on timing, because one month of results is rarely enough to judge a marketing campaign or a relationship-based channel. Then we break down our favorite way to think about client mix for professional services, agencies, and growing firms: rabbits, deer, and elephants.

Full transcript

25 min

Transcribed and scored by The B2B Podcast Index.

1 - > SPEAKER_00: Welcome to the sales and marketing playbook 2 - > Unleashed, the premier podcast for innovative growth 3 - > strategies, hosted by two seasoned experts. 4 - > Meet Evan Poland, the president of Poland Performance Group, a 5 - > master in sales coaching with over two decades of experience. 6 - > Evan is not just a consultant, he's a force in sales, focusing 7 - > on mindset planning and skill development. 8 - > He's also the co-author of Selling Professional Services 9 - > the Sailor Women.

10 - > Joining him is Craig Andrews, partner and CEO of Beholder 11 - > Agency, an expert in growth marketing. 12 - > With 20 years under his belt, Craig blends marketing 13 - > creativity with strategy to propel businesses forward, 14 - > making Beholder Agency a leader in effective marketing 15 - > solutions. 16 - > Together, Evan and Craig are here to share their wisdom on 17 - > winning strategies, best practices, and transformative 18 - > insights that will fuel your growth.

19 - > Get ready to revolutionize your sales and marketing approach 20 - > right here on the Sales and Marketing Playbook Unleashed. 21 - > SPEAKER_01: And welcome to the Sales and Marketing Playbook 22 - > Unleashed. 23 - > I am Craig Andrews and my partner in crime, Evan Poland. 24 - > How are you doing today, Evan?

25 - > I'm doing great. 26 - > How are you doing, Craig? 27 - > I'm doing awesome. 28 - > So I'm gonna start with this as a question in today's episode.

29 - > How long have we known each other? 30 - > Do you know? 31 - > SPEAKER_02: Um approximately too long. 32 - > Uh no, I mean uh probably 15 or 16 years now.

33 - > SPEAKER_01: Yes. 34 - > And so in 15 or 16 years, we've worked together on a lot of 35 - > projects and things like that. 36 - > And I think that today's episode, which is going to be 37 - > how to build predictable revenue using the revenue cookbook, 38 - > which is something that you and I developed to kind of help our 39 - > clients when we work together. 40 - > Um, ultimately, the cookbook has value.

41 - > And we're going to go through a little bit of detail. 42 - > This is going to actually be a two-part uh series. 43 - > Uh, the cookbook has a lot of values for a lot of reasons. 44 - > And what we're doing in this episode is hopefully explaining 45 - > to everybody the value of having a cookbook, using the cookbook, 46 - > and simplifying the process of having the cookbook.

47 - > Uh, so before we really get into it, Evan, can you kind of 48 - > explain generally what a cookbook is? 49 - > Because we really got from a marketing perspective, we got it 50 - > from our exclusive training from the best sales trainer in the 51 - > industry. 52 - > SPEAKER_02: Uh, somebody I I I I I want to meet that guy. 53 - > SPEAKER_01: So explain what the cookbook is.

54 - > SPEAKER_02: Sure. 55 - > And really, today in the part two of this episode, we really 56 - > are giving you the playbook for what you should be doing to 57 - > build the kind of business you want to build. 58 - > But the cookbook is really developing a plan and developing 59 - > a formula so that you can scientifically and 60 - > systematically determine how you're going to hit your goals. 61 - > Very often when I talk for with somebody for the first time, um, 62 - > I'll ask them about their goals.

63 - > They will throw out a revenue number. 64 - > I want to do half a million, a million, ten million dollars in 65 - > sales, whatever it is. 66 - > My follow-up question is typically, geez, Craig, that's 67 - > great. 68 - > How are you gonna get there?

69 - > And I get that deer and headlights look. 70 - > Oftentimes the person just felt like it sounded like a good 71 - > number when I'm dealing with um attorneys who are going and 72 - > starting their practice, maybe bringing one or two clients with 73 - > them. 74 - > They have a number in their head, but they really have no 75 - > idea what they need to do to hit that number. 76 - > Or again, sometimes I'll talk to a salesperson and they'll do a 77 - > number and they'll just inflate it by five or ten or fifteen 78 - > percent the next year, but really had not thought through 79 - > how they're going to hit that number.

80 - > The playbook is the first step to figure out exactly what needs 81 - > to be done for someone to be able to hit the number. 82 - > And then, and we're gonna get into this maybe later this 83 - > episode, next episode. 84 - > We can then look at building out a marketing plan, building out a 85 - > sales plan around that. 86 - > But if we don't know what the number is and we don't know how 87 - > we need to get to the number, yeah, well, then it's impossible 88 - > to put together a plan, and you certainly can't put together a 89 - > plan that you can track against.

90 - > SPEAKER_01: That's right. 91 - > And I want to kind of emphasize on what Evan referenced there, 92 - > you know, especially when it comes to the marketing side, 93 - > most people are uh chasing leads instead of chasing the revenue, 94 - > right? 95 - > So for our perspective, we'll get a call and say, Hey, I need 96 - > more leads. 97 - > How can you get me more leads?

98 - > And so we'll follow up with the same question that Evan has what 99 - > are your revenue goals? 100 - > And they'll go, uh well, uh well, let me get you a 101 - > spreadsheet of all the information that I have. 102 - > SPEAKER_02: I Craig, Craig, I want to do more. 103 - > SPEAKER_01: Yeah, I want to do more.

104 - > SPEAKER_02: In no more detail than that. 105 - > SPEAKER_01: Exactly. 106 - > And so we have the the fortune, I guess I'll say in a positive 107 - > way, we have the fortune of kind of looking through that 108 - > information and trying to decipher. 109 - > That's where the cookbook comes kind of comes into play.

110 - > Because a lot of times they may have the head of the 111 - > organization who comes up with this overall company goal, but 112 - > that individual from that marketing department or that 113 - > sales department of their companies, or if they may be the 114 - > same person in some cases, have to quantify how to get that 115 - > revenue goal. 116 - > And that's a value of the cookbook that we learned from 117 - > Evan. 118 - > And it simplifies the tasks so that you can understand what are 119 - > the emotions and the actions that we need to go through, how 120 - > many leads do I need to get, how many, how many qualifying leads 121 - > do we need to get?

122 - > And it'll really branch into a lot of deeper questions that we 123 - > need from a marketing perspective that if they don't 124 - > have the answer to, we got to get answered first. 125 - > Because it's very difficult for us to represent you from a 126 - > marketing perspective if you don't know who you're talking to 127 - > to get the revenue of your goals that you're trying to get. 128 - > Does that hit home for you, Evan? 129 - > SPEAKER_02: That hits home and it gets back to three of your 130 - > favorite words, which are data, data, data.

131 - > unknown: Yep. 132 - > SPEAKER_02: We can't create a cookbook in a fantasy land. 133 - > We really need to get to the data. 134 - > We really need to know what is your average sale worth, what is 135 - > your closing percentage, what percentage of first 136 - > conversations turn into opportunities?

137 - > If you don't know and understand those numbers, if you're not 138 - > tracking those things, it's really difficult to put together 139 - > a plan to be held accountable to if we have no idea what those 140 - > numbers are. 141 - > SPEAKER_01: Absolutely, absolutely. 142 - > And a lot of times, at least for us for sure, we reverse engineer 143 - > how to get to that end goal. 144 - > So if you're saying you want to be at half a million, million, 145 - > 10 million, as you referenced, we're gonna backtrack back to 146 - > the activities or create activities because marketing is 147 - > about awareness, right?

148 - > That's very important for people to realize we got to create 149 - > awareness to backtrack to get them to hit you and so you can 150 - > hit those goals. 151 - > A very important point. 152 - > Uh, as we as we move into the second part of this segment of 153 - > this episode, a key question I'm gonna ask you here is what 154 - > changes when you start to chase revenue instead of tactics? 155 - > Ooh, funny one today.

156 - > What happens when you chase the revenue focus versus the tactic 157 - > it takes to do it? 158 - > SPEAKER_02: So if you don't marry the two together and you 159 - > simply chase the revenue, you will find that you are wasting a 160 - > lot of time, you are wasting a lot of effort, you are doing a 161 - > lot of stuff without knowing what stuff is working and what 162 - > stuff is not working. 163 - > So um I can have a goal of a million dollars in revenue, and 164 - > I can work 80 hours a week and be in front of 20 opportunities 165 - > a week and work really, really hard.

166 - > I can also hit a million dollars in revenue by working 30 hours a 167 - > week, doing the things that are putting me in front of the right 168 - > opportunities, knowing exactly what works, exactly what doesn't 169 - > work. 170 - > So that's why it's so important to track. 171 - > And the other thing that is related to this, but a little 172 - > tangential. 173 - > One of the things that everybody listening to us should be doing 174 - > where they're tracking their sales activity.

175 - > I don't care if it's HubSpot, pipe drive, Salesforce, you've 176 - > got an Excel spreadsheet, you've got a Word document, whatever it 177 - > might be. 178 - > Every opportunity in your pipeline, you should be tracking 179 - > how that opportunity came in. 180 - > Or what two or three different things led to getting in front 181 - > of that opportunity. 182 - > For every piece of business that closes, you should track how you 183 - > got in front of that opportunity.

184 - > So, you know, one of your phrases, favorite phrases is 185 - > data, data, data. 186 - > One of my favorite phrases is work smart, don't work hard. 187 - > The more that we can see what is leading to revenue coming in, 188 - > what is leading to getting us in front of good opportunities, we 189 - > want to double down and triple down on those things. 190 - > And if we're looking and seeing we're spending a lot of time, 191 - > we're spending a lot of money, we're belonging to a number of 192 - > associations, doing marketing things that aren't working, we 193 - > want to be able to identify that, cut those things, and then 194 - > figure out where else we can redirect our time and money so 195 - > that we can get a better ROI.

196 - > So if we're going back to data, if we're tracking those things, 197 - > if we're building out a good cookbook, we can track and 198 - > measure all of those things in week in and week out, know 199 - > whether or not we're on and off track, where the overwhelming 200 - > majority of the population is going by a gut feeling and 201 - > doesn't really have the data to back what they're doing. 202 - > SPEAKER_01: Absolutely. 203 - > Now, I want to put a little caveat on there for the 204 - > listeners because again, this is the playbook.

205 - > We're trying to give you the direct answers. 206 - > Having the data for one month, one week, two weeks, three weeks 207 - > is not enough data. 208 - > Just to be clear, you have to do each one of these different 209 - > campaigns, whether it might be for at least three, four, five 210 - > months, then make the adjustment if it's not really working. 211 - > So I just want to be clear about that because a lot of people 212 - > will change their mind in a heartbeat, which will mean 213 - > nothing from a marketing perspective, because you 214 - > literally nobody's seen the message the first time before 215 - > you put it out.

216 - > The kind of the rule of thumb is you have to put out something 217 - > seven, eight, ten times before they even start to understand 218 - > that you exist. 219 - > So the caveat to what Evan's referencing is in terms of doing 220 - > things that don't waste time, don't have the quick trigger to 221 - > switch things out too quickly without having the data to 222 - > support is really not working. 223 - > If you went to a trade show and you had spent$10,000 on it and 224 - > you brought back$10,000, we'd have to quantify that as to why 225 - > that was important.

226 - > You were going to say something, Evan? 227 - > SPEAKER_02: Yeah, and from the sales side, typically what I'm 228 - > doing with my clients when they join professional associations 229 - > and those kinds of things, we're typically looking at that once a 230 - > year to see who are we meeting, did any leads come in come from 231 - > it? 232 - > Did we develop any relationships with good referral sources? 233 - > So, you know, as you said, I'm not joining an association and 234 - > two months later making a decision.

235 - > It's typically once a year I'm looking at where I'm investing 236 - > my time, where I'm investing my money, and then making strategic 237 - > decisions based on that. 238 - > SPEAKER_01: Absolutely. 239 - > Very important point. 240 - > We get that all the time.

241 - > Hey, can I can I do this for six months? 242 - > No, it's not even worth your effort. 243 - > It's just it's just not worth the effort to do it for a few 244 - > six months. 245 - > Some people said three.

246 - > The return is not smart in terms of doing that way. 247 - > Um, so as we transition here, but one of the things that I 248 - > want to bring up as well is the uh the unique part of the 249 - > revenue cookbook, which by the way, uh we're gonna actually 250 - > offer online. 251 - > Evan and I developed it in a way that can make it simple and easy 252 - > for anybody to use and understand. 253 - > And you can always visit it by seeing the revenuecookbook.

com, 254 - > revenue the revenue-cookbook.com. 255 - > Um, and on there, you'll be able to sign up, you'll be able to 256 - > enter in your company information based off the 257 - > revenue goal. 258 - > Um, and in a second, here I'm gonna have Evan explain the 259 - > differences of the different sizes of projects based on the 260 - > year.

261 - > Um, but you'll be able to put that information in and it'll 262 - > output exactly the type of legwork you need to do to hit 263 - > your revenue goal. 264 - > It's very simple to use, it's very easy to understand as long 265 - > as you have an idea of your overall revenue based on client. 266 - > Am I saying that correct? 267 - > Correct.

268 - > Okay, based on client size. 269 - > Based on client size over the course of the year, right? 270 - > That's that's how you measure it. 271 - > SPEAKER_02: Correct.

272 - > So when we're talking about client size, you know, a mistake 273 - > that I find that people make all the time is when they're 274 - > tracking how many clients they're bringing in, they're 275 - > creating all clients as equal. 276 - > And that's absolutely not the case. 277 - > Sometimes I'll talk with folks and they'll come and initially 278 - > meet with me because they're running around like a chicken 279 - > with their head cut off. 280 - > They've got a thousand clients, but they're not making any money 281 - > because all of those clients are really small revenue clients.

282 - > So, with my clients, what I suggest is they break their 283 - > clients down into three sizes of clients, and to make it simple, 284 - > typically use a hunting analogy. 285 - > When I'm talking about the revenue size of the client, all 286 - > we care about is the revenue to you. 287 - > So it could be a Fortune 500 company. 288 - > If they're doing one teeny tiny project with you, that's a small 289 - > client, not a large client.

290 - > So the three client sizes that we have in a way that the way to 291 - > make it simple rabbits are those small little clients. 292 - > And for each of you in your own personal business, you need to 293 - > identify what a small client is worth. 294 - > Deer are those bread and butter clients. 295 - > If you could identify the ideal product people are buying, the 296 - > ideal service they're utilizing, the ideal dollar amount of that 297 - > engagement of that customer, that's your deer size client.

298 - > And then elephants are those really, really big ones. 299 - > Those ones where if you bring in two or three or four over the 300 - > course of the year, they're gonna absolutely make your year. 301 - > In that revenue cookbook, part of what you'll do is you'll put 302 - > in for yourself in your own business what would you qualify 303 - > as a rabbit, what's a small client worth to you. 304 - > Yeah, maybe maybe it's yeah, $500,$5,000, whatever it might 305 - > be.

306 - > You'll quantify yourself what for yourself, what a deer-sized 307 - > client is worth. 308 - > Yeah, maybe it's$25,000, yeah, well, whatever it might be. 309 - > You'll then quantify what an elephant-sized client is worth 310 - > for you in your personal business. 311 - > And then what we want you to think about, and you may want to 312 - > go back and look at historical data, look at what your ideal 313 - > mix is, is then determine for yourself and your business what 314 - > percentage of your uh of your income, what percentage of your 315 - > revenue do you want coming from rabbits, from deer, from 316 - > elephants, and then the cookbook will populate the numbers so 317 - > that you know exactly how many clients you need in each of 318 - > those categories.

319 - > And then from there we can build out the plan. 320 - > But if you're not strategic, if you're not thinking through that 321 - > up front, it's going to be really difficult to put together 322 - > a good trackable plan. 323 - > SPEAKER_01: Yeah. 324 - > And the beautiful thing I love about the cookbook when Evan 325 - > explained it to us 15 years ago, is where you could ultimately do 326 - > your focus.

327 - > Um, when we first started our business several years ago, 328 - > 2001, I believe, um, we were in a position we were just getting 329 - > a bunch of rabbits. 330 - > And then once we introduced the cookbook to us, we realized that 331 - > we were putting a lot of work into a bunch of small people. 332 - > Um, and then as we began to implement this, we went and got 333 - > quite a few, a couple, not quite a few, a couple, two or three 334 - > elephants, which was stressful to say the least, because those 335 - > bigger, bigger clients have a lot more demands and eating up 336 - > all of our resources so that no one else could really uh 337 - > infiltrate into the work profile that we're doing.

338 - > And so I'm sorry, go ahead. 339 - > SPEAKER_02: And I was gonna say, to that point, you know, a lot 340 - > of times people you look at the dollar size for the elephants 341 - > and they really want to go after the elephants. 342 - > I have a lot of folks come to me because they have 80% of the 343 - > revenue coming from one or two elephant clients. 344 - > And if one of them goes away, they're scrambling and they're 345 - > in really, really big trouble.

346 - > So we don't want to put all of our eggs in one basket by just 347 - > going after elephants. 348 - > We also don't want to be running around after a thousand rabbits. 349 - > So it's really important to have a good mix of the three, 350 - > otherwise, you can get yourself in a lot of trouble. 351 - > SPEAKER_01: As you said that I had a visual of me running 352 - > around after a bunch of rabbits.

353 - > That's not a good look. 354 - > SPEAKER_02: I can't if we can get video uh that to put up on 355 - > our YouTube page, that that would be fantastic. 356 - > SPEAKER_01: Yeah, that video will never exist as far as I'm 357 - > concerned. 358 - > But anyway, the importance of this is to understand how the 359 - > cookbook puts things into place for you.

360 - > Um, and so as we kind of wrap up here in terms of this particular 361 - > episode, and again, stay tuned for episode two, in which we're 362 - > going to break down even deeper the revenue cookbook. 363 - > The important thing to understand about this cookbook 364 - > is it helps the organization as a whole understand where they 365 - > need to put their resources, how much time they need to put into 366 - > prospects and clients. 367 - > And as we talk about the uh stuff going forward into the 368 - > playbook in terms of what the ideal client is and so forth, 369 - > it'll the cookbook helps mold that vision for you a little bit 370 - > better.

371 - > Uh, we've introduced this to all of our clients, and you'll be 372 - > amazed at the number of reactions people have gotten go, 373 - > wow, I can't believe I spent so much time on people who really 374 - > don't help me. 375 - > SPEAKER_03: Yeah. 376 - > SPEAKER_01: Yeah, I believe that. 377 - > Or I now see my revenue differently, is some of the 378 - > comments I've gotten back after they got me.

379 - > And then all of a sudden, here's the beautiful thing about the 380 - > revenue cookbook: they began to create multiple plans for 381 - > multiple departments for multiple cookbooks that they 382 - > then culminate all of those type of projects, in a sense, or type 383 - > of service lines into one big cookbook to allow them to 384 - > understand how they can make their individual departments 385 - > move forward. 386 - > Uh, have you had a scenario like that, Evan? 387 - > SPEAKER_02: Yeah.

388 - > Unfortunately, before we introduce this, a lot of times 389 - > the salespeople, the attorneys, they all have their individual 390 - > plans, but those plans don't add up to what the overall 391 - > organization wants to do in terms of overall revenue. 392 - > Um, and that's a big red flag and that's a big challenge. 393 - > So, yes, we need to make sure if there's multiple practice 394 - > groups, there's multiple departments, there's multiple 395 - > service lines, that all of those are adding up to the 396 - > organization's goals.

397 - > The other thing that I find, and Craig, I don't know if you find 398 - > this as well, is when I start to ask people about their numbers, 399 - > I will get a deer in headlights look. 400 - > When I ask them what their average client's worth, when I 401 - > ask them what their closing percentage is, when I ask them 402 - > what percentage of first conversations turn into 403 - > qualified opportunities, we get that. 404 - > So homework for all of you listening to this episode, go 405 - > back and start to dig into the data.

406 - > SPEAKER_03: Yes. 407 - > SPEAKER_02: Let's look at where you've been historically so that 408 - > we can base this cookbook around some kind of reality and not 409 - > around fantasy numbers. 410 - > SPEAKER_01: And Evan's famous lines, which I'm going to 411 - > butcher here, is uh walking into this process without a plan is 412 - > like not having a plan at all. 413 - > Am I butchering that too much?

414 - > How do you say it? 415 - > SPEAKER_02: Yeah, well, I I mean, uh there's a couple of 416 - > sayings that I like to have when it comes to this. 417 - > One is if you fail the plan, you are planning to fail. 418 - > So if we don't have a plan in place, chances are we're not 419 - > going to accomplish our goals.

420 - > SPEAKER_01: That's right. 421 - > SPEAKER_02: The other thing I find for those of you who are 422 - > multitasking, the other quote that I find is really helpful 423 - > for people to focus is you either have a plan or you're a 424 - > part of somebody else's plan. 425 - > SPEAKER_01: Good one. 426 - > SPEAKER_02: So if you know developing revenue is part of 427 - > one of your responsibilities, if any of your income is tied to 428 - > the amount of business that you're driving, we really need 429 - > to be crystal clear in terms of what our plan is and what we 430 - > need to do week in and week out.

431 - > Otherwise, we're gonna be really unhappy come the end of the 432 - > quarter, come the end of the year. 433 - > SPEAKER_01: That's right. 434 - > And Evan's also very good at telling you don't wait to the 435 - > end of the year to realize you're not gonna hit your 436 - > revenue goals. 437 - > Do not wait.

438 - > We had one of our best years last year following this 439 - > cookbook, which is one of the reasons why we wanted to make 440 - > sure we deliver again another product to you guys that will 441 - > help you generate revenue without a doubt. 442 - > Now, this is not a foolproof plan. 443 - > You do have to do the work behind the plan. 444 - > That's very important.

445 - > It's not just make a plan and then the plan works. 446 - > No, you have to do the work behind it. 447 - > And in the next episode, um, we're what we're gonna do is 448 - > we're gonna literally go into the software, we're gonna break 449 - > down each step for you, similar to what we went through here in 450 - > an overview, so that you can see exactly how I can input my 451 - > information. 452 - > But again, go back and do, I went the wrong way, go back and 453 - > do Evan's homework, right?

454 - > Know your general numbers, and we're probably gonna try and do 455 - > is open up some sort of free trial for you guys. 456 - > So you can go in there and play with it a little bit and 457 - > understand how I can use this cookbook. 458 - > Um, and it's a nominal fee. 459 - > Once you guys get into it, it's a nominal fee, but it's very 460 - > important because it'll completely give you a guideline 461 - > to how you're going to move forward in your business.

462 - > The year just virtually started, so it's not too late to get 463 - > going on it, but it's very important that you guys start 464 - > the process of setting up a strategic plan with each one of 465 - > our services. 466 - > It comes with it. 467 - > So now you're in a position that you can now work with us through 468 - > it to kind of get a good idea how to use it from a marketing 469 - > perspective. 470 - > Sorry, wrong way, and then a sales perspective, um, to make 471 - > sure that you guys are moving forward and getting a better 472 - > year this year than you did last year.

473 - > Evan, explain to everybody before we get out of here in 474 - > terms of where they can find the playbook, please. 475 - > SPEAKER_02: So, well, you can find the sales and marketing 476 - > playbook unleashed uh on YouTube and please subscribe. 477 - > You can find us on Apple, Spotify, wherever you find your 478 - > podcast. 479 - > In addition, we put clips of the podcast up on LinkedIn.

480 - > So go and check out the sales and playbook, uh, sales and 481 - > playbook unleashed on LinkedIn, uh, sales and marketing playbook 482 - > unleashed on LinkedIn, and you will find us there. 483 - > Please drop us some comments, any questions, anything that 484 - > you'd like us to cover on the shows, you can drop those 485 - > comments there. 486 - > SPEAKER_01: And you notice how everybody that he tried to cut 487 - > the marketing part out of there. 488 - > That's the sales guy.

489 - > Be careful with those guys. 490 - > Like he tried to cut out the marketing piece. 491 - > No, we're where we work together, okay? 492 - > We're important that we work together.

493 - > All right. 494 - > So, anyway, stay tuned for episode two, in which we're 495 - > going to break down this the uh uh revenue cookbook a little 496 - > deeper. 497 - > Uh, and if you guys are interested in taking a look at 498 - > it, you can go to revenue-cookbook.com and sign in 499 - > and be in a position there where you guys can begin to work 500 - > through the process.

501 - > We're here to help you. 502 - > We're here to help you understand how to make more 503 - > money year after year. 504 - > I'm Craig Andrews, my partner in Crime Evan Poland, and we will 505 - > talk to you guys next time. 506 - > SPEAKER_00: Thank you for joining us on this exhilarating 507 - > journey through the world of sales and marketing.

508 - > Remember, the playbook is in your hands and the possibilities 509 - > are limitless. 510 - > Keep exploring, experimenting, and innovating, and watch as 511 - > your business reaches unprecedented levels of success. 512 - > Don't forget to subscribe to the Sales and Marketing Playbook 513 - > unleashed on all major podcast platforms and follow us on 514 - > YouTube, Facebook, and LinkedIn for even more exclusive content. 515 - > Until next time, keep hustling and keep winning.

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