Resource Center
Everything we've learned building pipeline. Yours to use.
Insights from the SalesRoads team on sales, leadership, AI, outbound tactics, industry – specific outreach and the work of building a pipeline that holds up.
Sales Outsourcing
Building Pipeline With an Outside Team
What outsourced outbound costs, how partners differ, and how to judge whether it fits your motion.
Transform Target Accounts Into Sales Conversations With B2B Appointment Setting
A fully booked calendar can look like progress until the sales team starts preparing for the meetings. If the wrong accounts show up, qualification is vague, or the handoff gives
B2B Appointment Setting Services: Comparing Pricing, Contracts, and Providers
Appointment setting services can look incredibly similar across provider websites. Many pages lead with the same ideas about qualified meetings, experienced SDRs, multichannel outreach, and pipeline growth. The differences show
Comparing Sales Appointment Setting Services: A Buyer’s Checklist
The right sales appointment setting service to use isn’t necessarily the one with the most meetings or that promises success. You need a full understanding of everything that goes on
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About SalesRoads
Who we are, how a program is built and staffed, and what working with a dedicated SDR team looks like day to day.
How We Work, in Our Own Words
5 videos
Featured articles
How SalesRoads Builds Your Prospect List: 14+ Sources, AI Agents, 98% Accuracy
Prospects often tell us that list building isn’t really part of the program with other outbound vendors. They either pay extra for it or are asked to bring their own
Is Your Outsourced SDR Program a Black Box? What SalesRoads Shows You Instead
You hand a vendor your target accounts, your intent data, and your outreach strategy, and then meetings either show up on your calendar or they don’t. If you can’t see
Why Retention Matters in an Outsourced SDR Program: What SalesRoads Does Differently
When you’re evaluating an outsourced SDR vendor, price and process usually dominate the conversation. One question gets skipped almost every time, even though it affects your program as much as
Sales Leadership
Building Teams That Hit Quota Every Quarter
How sales leaders hire, train, and structure SDR teams that keep producing.
What Effective B2B Sales Training Looks Like: A SalesRoads Guide
Hiring the right reps only gets a sales team halfway there. What determines whether they actually perform is what happens after onboarding, and for most companies, that’s exactly where the
Is Outbound Sales Right for Your Business? A SalesRoads Perspective
Outbound sales works well for some businesses and drains budget for others. The difference comes down to a handful of specific conditions: customer lifetime value, deal complexity, market visibility, and
What Is Inside Sales? A SalesRoads Guide to Remote B2B Selling
Most B2B companies run some version of inside sales today, but the term gets stretched to cover a lot of different setups: full-cycle reps, SDR teams, hybrid models. Before you
Sell Like A Leader Podcast
The Podcast for Revenue Leaders
David Kreiger sits down with the people running real revenue teams. Listen here, or read the episode write-ups below.
Welcome to the essential podcast for revenue leaders who are on a mission to cultivate a high-performing sales team within their organization. Each episode is packed with invaluable insights and strategies designed to help you lead your organization to sales success.
What sets the Sell Like A Leader Podcast apart is our commitment to bringing you diverse perspectives from the front lines of sales leadership. Each episode features seasoned sales leaders, innovative strategists, and top performers – who share their real-world experiences and tactics. These are the leaders who are shaping the future of sales, and they’re here to offer you direct insights into how they’re building successful, winning teams in their organizations.
Whether you’re a seasoned sales leader, a newly appointed VP, or aspiring to step into a leadership role, the Sell Like A Leader Podcast is your mentor in podcast form. Tune in to transform your approach, inspire your team, and achieve new heights in your sales career. Join us on this journey to redefine sales leadership and empower your team towards unparalleled success.
David Kreiger sits down with Denise Willett, Vice President of Sales at Coconut Software, which builds appointment, queuing, and video banking tools for financial institutions, and former CRO of Nest Wealth. Over the past year, Denise has been building AI agents hands-on for her own sales team, and in this episode she breaks down what it actually takes.
In this episode, they cover:
- What an AI agent is, and why a good prompt and a good agent solve different problems
- The two-day enablement format that had Coconut’s sales and marketing teams building agents
- Why building the agent isn’t the hard part, and the planning template Denise’s team fills out before building anything
- How her team cut account planning from three hours to eight minutes
- Agents that surface next best actions and the accounts reps should focus on each week
If you feel like you should be building AI agents for your sales team but aren’t sure where to start, this conversation gives you a practical place to begin.
Connect with Denise Willett:
https://www.linkedin.com/in/denisewillett/
https://www.coconutsoftware.com/
Connect with David Kreiger:
https://www.linkedin.com/in/davidkreiger/
Subscribe to the podcast and follow our Podcast LinkedIn page so you don’t miss any episodes!
https://www.linkedin.com/company/sell-like-a-leader-podcast/
featured episodes
Building Your First AI Agent When You Don’t Know Where to Start. Podcast with Denise Willett
Sell Like A Leader – Episode 43 David Kreiger sits down with Denise Willett, Vice President of Sales at Coconut Software, which builds appointment, queuing, and video banking tools for
From Struggling Seller to Sales Evangelist: Donald C. Kelly on Why Process Beats Talent
Sell Like A Leader – Episode 42 David Kreiger sits down with Donald C. Kelly, founder of The Sales Evangelist, one of the longest-running B2B sales podcasts in the world
The Science of Scaling: The 3 Steps to Knowing You’re Ready. Podcast with Mark Roberge
Sell Like A Leader – Episode 41 David Kreiger sits down with Mark Roberge, Co-Founder and Managing Partner of Stage 2 Capital, to break down the three-step framework behind his
AI in Sales
Where AI Actually Changes the Work
AI is changing how sales teams work, but for most companies the open questions are still how to use it, where it fits the sales process, and what role it should play alongside their people.
Building Your First AI Agent When You Don’t Know Where to Start. Podcast with Denise Willett
Sell Like A Leader – Episode 43 David Kreiger sits down with Denise Willett, Vice President of Sales at Coconut Software, which builds appointment, queuing, and video banking tools for
How SalesRoads Builds Your Prospect List: 14+ Sources, AI Agents, 98% Accuracy
Prospects often tell us that list building isn’t really part of the program with other outbound vendors. They either pay extra for it or are asked to bring their own
From Struggling Seller to Sales Evangelist: Donald C. Kelly on Why Process Beats Talent
Sell Like A Leader – Episode 42 David Kreiger sits down with Donald C. Kelly, founder of The Sales Evangelist, one of the longest-running B2B sales podcasts in the world
Industry-Specific
Selling Into Your Market
Lessons from booking meetings with buyers in government, SaaS, healthcare, manufacturing, insurance, and more.
Technology Sales B2B Appointment Setting: How to Qualify Better Meetings
What is Technology Sales B2B Appointment Setting? Technology sales B2B appointment setting is a narrow process that finds the right business buyers, checks whether a sales conversation is worth having,
Best SaaS Appointment Setting Companies With Proven Niche Expertise
Building a top-tier sales team isn’t every SaaS company’s wheelhouse. Founders are busy innovating products, refining UX, and scaling ops—yet without a steady pipeline, growth stalls.
Best Healthcare Appointment Setting Companies With Proven Niche Expertise
Healthcare is one of the toughest and most rewarding B2B markets to crack. You’re up against strict regulations, long sales cycles, and a constantly shifting buyer landscape driven by value-based
Client Success
How We Helped Clients Build Pipeline
Stories from companies like yours that partnered with us to scale their pipeline. Who we targeted, what we ran, and what each program delivered.
Featured case study · Clutch
Validated a New Market Segment for Clutch in 3 Months
We welcomed Tim Condon, the CRO at Clutch, to share the story of their partnership with SalesRoads and what it meant for their expansion into a brand-new market segment.
- ClientClutch
- IndustryOnline B2B Marketplaces
- Timeline3 months
More client results
Case Study: Bold Penguin
We interviewed Mike Chapman, Head of Agency Sales at Bold Penguin, about the overview of their program with SalesRoads: Background Bold Penguin is an InsureTech company that helps simplify commercial
Case Study: ZoomIn
We interviewed Paul Maass, former VP of Global Account Management at ZoomIn, about the overview of their program with SalesRoads: Background ZoomIn helps software companies unify scattered content from various
Case Study: Rudholm Group
Background The client brings over 70 years of expertise as a trusted packaging supplier for the apparel and footwear industries. They deliver innovative labeling, packaging, trims, and digital solutions grounded
Sales Tactics
What Works in the Conversation
Prospecting, cold calls and the reasoning behind the outreach that gets answered.
Technology Sales B2B Appointment Setting: How to Qualify Better Meetings
What is Technology Sales B2B Appointment Setting? Technology sales B2B appointment setting is a narrow process that finds the right business buyers, checks whether a sales conversation is worth having,
Decoding the Cold Caller Role (and Why Outbound Is Far From Dead)
When you think “cold caller,” you might picture a 1990s movie featuring aggressive salespeople on the phone reading robotic scripts in a crowded office space. The reality today is very
7 B2B Sales Email Templates for Outbound’s Plot Twists
Your prospect has gone quiet. A colleague has offered an introduction. Another buyer wants to know how your service compares with the team they already have. Each situation calls for
Watch
Evaluating Sales Outsourcing Partners
The questions to ask before you sign, answered one at a time.
Tips on Choosing a Reliable B2B Outsourcing Partner
5 videos
The B2B Sales Standup
Tips for explosive sales growth, delivered monthly
One email a month. Tactics you can hand to your team the same day. All tactics. No fluff.
In the Feed
David Kreiger on LinkedIn
The Library
Recently Published
The newest posts across every category.
Technology Sales B2B Appointment Setting: How to Qualify Better Meetings
What is Technology Sales B2B Appointment Setting? Technology sales B2B appointment setting is a narrow process that finds the right business buyers, checks whether a sales conversation is worth having,
Transform Target Accounts Into Sales Conversations With B2B Appointment Setting
A fully booked calendar can look like progress until the sales team starts preparing for the meetings. If the wrong accounts show up, qualification is vague, or the handoff gives
B2B Appointment Setting Services: Comparing Pricing, Contracts, and Providers
Appointment setting services can look incredibly similar across provider websites. Many pages lead with the same ideas about qualified meetings, experienced SDRs, multichannel outreach, and pipeline growth. The differences show
Comparing Sales Appointment Setting Services: A Buyer’s Checklist
The right sales appointment setting service to use isn’t necessarily the one with the most meetings or that promises success. You need a full understanding of everything that goes on
Decoding the Cold Caller Role (and Why Outbound Is Far From Dead)
When you think “cold caller,” you might picture a 1990s movie featuring aggressive salespeople on the phone reading robotic scripts in a crowded office space. The reality today is very
7 B2B Sales Email Templates for Outbound’s Plot Twists
Your prospect has gone quiet. A colleague has offered an introduction. Another buyer wants to know how your service compares with the team they already have. Each situation calls for
Building Your First AI Agent When You Don’t Know Where to Start. Podcast with Denise Willett
Sell Like A Leader – Episode 43 David Kreiger sits down with Denise Willett, Vice President of Sales at Coconut Software, which builds appointment, queuing, and video banking tools for
How SalesRoads Builds Your Prospect List: 14+ Sources, AI Agents, 98% Accuracy
Prospects often tell us that list building isn’t really part of the program with other outbound vendors. They either pay extra for it or are asked to bring their own
How to Develop a Sales Plan: Steps, Template, and Example
A revenue target can gain approval before everyone’s even agreed on how to reach it. The team still needs a shared view of the accounts in scope, the capacity available
Call Center Appointment Setting: An Accelerator for B2B Growth
When you’re considering hiring a call center to fill your pipeline, you need to look under the hood at the engine propelling it. In call center appointment setting, two providers
What Is a Cold Contact? The B2B Meaning and Its Limits
Sales teams often use “cold” as a generic catch-all. They apply it to calls, emails, leads, accounts, and complete outreach programs. That sounds harmless … until the label starts driving
B2B Sales Strategy: A Practical Framework to Build, Diagnose, and Scale Sales
When B2B sales underperform, the usual response is to add more. Teams add activity, channels, software, sequences, reporting, or headcount. The system becomes busier, but the root problem remains: A
Is Your Outsourced SDR Program a Black Box? What SalesRoads Shows You Instead
You hand a vendor your target accounts, your intent data, and your outreach strategy, and then meetings either show up on your calendar or they don’t. If you can’t see
Why Retention Matters in an Outsourced SDR Program: What SalesRoads Does Differently
When you’re evaluating an outsourced SDR vendor, price and process usually dominate the conversation. One question gets skipped almost every time, even though it affects your program as much as
From Struggling Seller to Sales Evangelist: Donald C. Kelly on Why Process Beats Talent
Sell Like A Leader – Episode 42 David Kreiger sits down with Donald C. Kelly, founder of The Sales Evangelist, one of the longest-running B2B sales podcasts in the world
Which SalesRoads Program Do You Need: Appointment Setting or Lead Generation?
When prospects get on a call with us, one of the first questions they ask is whether they need Appointment Setting or Lead Generation, and it’s a fair question. Every
What Effective B2B Sales Training Looks Like: A SalesRoads Guide
Hiring the right reps only gets a sales team halfway there. What determines whether they actually perform is what happens after onboarding, and for most companies, that’s exactly where the
Is Outbound Sales Right for Your Business? A SalesRoads Perspective
Outbound sales works well for some businesses and drains budget for others. The difference comes down to a handful of specific conditions: customer lifetime value, deal complexity, market visibility, and
Lead Generation vs. Appointment Setting: What’s the Difference?
Lead generation and appointment setting get used as if they’re interchangeable, but they’re two distinct functions with different outputs, different metrics, and different jobs in your pipeline. Knowing which one
What Is Inside Sales? A SalesRoads Guide to Remote B2B Selling
Most B2B companies run some version of inside sales today, but the term gets stretched to cover a lot of different setups: full-cycle reps, SDR teams, hybrid models. Before you
How Much Does SalesRoads’ Sales Outsourcing Actually Cost?
If you’re comparing outbound sales vendors, you’ve probably run into this: quotes for what sounds like the same service can differ by two or three times. That gap isn’t a
What to Expect From Our Outbound Sales Program in Weeks 1–6 and Months 2–6?
Outsourcing sales development doesn’t start with your phone ringing. It starts with a build phase, moves into a testing phase, and only turns into predictable pipeline once both sides have
The Science of Scaling: The 3 Steps to Knowing You’re Ready. Podcast with Mark Roberge
Sell Like A Leader – Episode 41 David Kreiger sits down with Mark Roberge, Co-Founder and Managing Partner of Stage 2 Capital, to break down the three-step framework behind his
Do the Opposite: The Contrarian Playbook for Outbound Sales. Podcast with Justin Michael
Sell Like A Leader – Episode 40 David Kreiger sits down with Justin Michael, Creator of the Justin Michael Method and author of over 10 books to explore why doing