show notes

AI has made many changes within the sales industry, including the SDR role. Those in the role will need to focus more on personalization over sequences, but how? Joining us for this episode is Kristie Jones, author and sales professional, to answer that question. She also shares how forward thinking sales education is adapting to keep up with tech savvy and highly informed buyers.

From Process to Personalization

• We open the conversation by talking about the decreasing importance of templated outreach and rigid sales sequences.
• Kristie explains why deep personalization and customization are becoming essential in every buyer interaction.
• Today’s buyers gather so much information on their own that generic messaging simply does not work the way it once did.

The Buyer’s Journey Has Changed

• We also discuss how buyers now expect to self educate before ever speaking with a sales rep. They download content, attend webinars, and even use AI tools to research solutions.
• Because of this shift, companies must lead with transparency, and the roles of SDRs and BDRs look very different than they did just a few years ago.

Redefining the SDR and BDR Role

• We explore how entry level sales roles are evolving. It is no longer just about dialing and sending emails.
• These professionals now need strong critical thinking skills, the ability to interpret intent signals, and the confidence to step into conversations that are already well underway.
• Kristie shares why she sees a move toward a junior AE model and emphasizes creativity and value driven engagement.

The New Sales Curriculum

• We also talk about what this means for sales educators. Kristie encourages professors to shift classroom activities away from memorizing scripts and toward understanding use cases, creating value, and developing soft skills.
• Trust building, objection handling, industry knowledge, and strong alignment between marketing and sales are more important than ever.

Practical Classroom Applications

• To make this practical, Kristie suggests using real world scenarios in the classroom. She recommends challenging students to analyze buyer behavior and craft personalized, high value outreach strategies that reflect how modern sales actually works.

“Buyers are so much further along that you cannot rely on email templates or generic voicemails. So the question becomes, how do you use the information you have to reach out in a way that is customized, gets their attention, and makes them say yes?” - Kristie Jones

Resources

Find Kristie Jones on LinkedIn or visit kristiekjones.com.

No one likes role playing, but it is a necessary part of becoming a successful seller. The good news is there are ways to make it more fun and engaging for students. In this episode, BJ Allen and I share practical tactics to help students get more comfortable with role playing and show professors how to turn it into a meaningful learning experience.

Why Role Plays Matter

1. Even though students may resist role plays at first, they often become one of the most valuable parts of the course.
2. Based on student feedback, BJ and I have seen role plays rank highly in evaluations.
3. Introducing them early, sometimes as soon as the second day of class, helps lower anxiety and build confidence over time.
4. Role plays give students a chance to apply what they are learning right away, helping them move from theory to real conversations.

Effective Strategies for Role Plays

1. Here’s how we design and run role plays in class:
2. Teach, Demonstrate, Practice: We follow a simple approach. First, we teach the concept. Then we demonstrate what it looks like in action. Finally, we give students time to practice so they can build comfort through repetition.
3. Start Simple: We keep scenarios familiar and relatable, such as selling well-known products in a B2B setting. This helps students focus on the skill instead of getting stuck on the scenario.
4. Clear Structure: Students know exactly where the conversation starts and ends. Each role play has clear steps and a set time limit so expectations are clear.
5. Feedback That Evolves: Early in the semester, the focus is simply on practice. As students gain confidence, we introduce more specific feedback using clear criteria so they can continue improving.

Tips for Professors: Start Small and Improve Over Time

1. If you are new to using role plays in the classroom, the advice BJ and I share is simple. Just start. Your first few role plays do not need to be perfect, and it is normal for both you and your students to feel uncomfortable at the beginning. That discomfort fades as everyone gets more reps and confidence grows.
2. As you continue using role plays, you will naturally see what works and what does not. Each class gives you an opportunity to adjust your approach and improve how you structure the exercise.
3. Keep things simple and give both yourself and your students room to learn. With a clear structure, limited scope, and supportive feedback, role plays become less awkward and more valuable over time. By the end of the semester, students consistently say they appreciate the experience and the confidence it builds.

“Let the students give feedback, but give them very specific points to focus on.” — BJ Allen

“Giving them clear criteria for how they’ll be evaluated helps fine-tune the role play. I’ve seen it be very effective.” — Donald Kelly