2.4: How to Use Conversational Sales as a CDR, SDR, and AE (Tate Knapp)

Conversation Starters with Sammi Reinstein

The typical B2B sales cycle has a lot of conversations. Think about it: you have that first inbound (or outbound) conversation, the conversation that takes place once the meeting is booked, and all the conversations that happen between various stakeholders before the contract is signed.

Tate Knapp, one of Drift's account executives, is no stranger to any of these conversations. Tate has been at Drift for over four years, and in this time he's been a chat development representative (CDR), a sales development representative (SDR), and now he's an account executive (AE).

In this episode of Conversation Starters, Tate explains how Conversational Sales has helped him succeed in each of these roles. He shares his favorite first messages to send as a CDR, his favorite outreach method as an SDR, and the topics he makes sure to always cover in his first meeting with a new prospect.

Whether you're just starting out in your sales career, or you're well-tenured, Tate provides examples of how Conversational Sales fits into every part of the sales cycle.

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You can connect with Sammi on Twitter @sammireinstein and @DriftPodcasts and Tate on LinkedIn.