Seeking Sales Guidance for New B2B CRO Agency Role

·Aug 13, 2025 10:16 AM·

Advice needed! I have recently joined a B2B CRO agency, as a sales head. This is my first time at a core sales role though I have done it here and there in previous job. I just feel a little clueless as someone in sales, where do you start? I am looking to chat with someone with similar experience in agency side of the things.

6 comments

· Sorted by Oldest

Anna C.
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Hello Vaibhav S. good question! I may suggest if you’re new to leading sales at a B2B CRO agency, start by figuring out who your best-fit clients are and what problems you solve for them. Spend time with your team to really understand how your agency delivers results this will help you have more genuine conversations with prospects. Don’t hesitate to ask questions internally; everyone’s been new at some point. Keep your outreach process simple and personal, and don’t be afraid to lean on your network or the community for support and advice. If you want to connect with others who’ve been in your shoes, the #intros channel is a great place to start. 🙌
Pat H.
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Have you never done sales Vaibhav S.?
Mike C.
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p.s. if you need help/have questions about anything sales related (or otherwise) next time, post in 🔒[private feed] - awesome channel for it!
✅1
Vaibhav S.
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Pat H. I have for close to 1.3 years, but this is a completely new business than what I sold for earlier, agency setup tho.
Vaibhav S.
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Anna C. Thanks for the Advice Anna, I started from a few pointers you listed.
🙌1
John
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Hi Vaibhav S. first thing slow down and learn the business inside out before trying to sell anything. Really get to know what we do, who we’ve helped before, the results we’ve achieved, and exactly who our ideal customers are. If we can’t explain it simply, we’ll struggle to sell it. Next, pick your battles. Not everyone with a website is a fit. Focus on the “dream list” — companies with money, good traffic, and clear conversion gaps. These are worth chasing hard, while others can stay on a light-touch nurture list. When you reach out, lead with value, not a pitch. Also, team up with marketing. See what they’re already doing for inbound leads, and get your hands on things like case studies, lead magnets, and ROI calculators — it’ll make outreach 10x easier. Have a clear process. Even if it’s just you right now, decide how you’ll find leads, qualify them, run calls, present offers, and follow up. Write it down so it’s repeatable. Track your numbers. know how many leads you’re touching, how many turn into meetings, how many proposals you send, and how many close. That data will show you where to improve.. Congratulations on your new role though.. You can Dm let's connect.

Seeking Sales Guidance for New B2B CRO Agency Role | RevGenius

Anna C.
·
·
Hello Vaibhav S. good question! I may suggest if you’re new to leading sales at a B2B CRO agency, start by figuring out who your best-fit clients are and what problems you solve for them. Spend time with your team to really understand how your agency delivers results this will help you have more genuine conversations with prospects. Don’t hesitate to ask questions internally; everyone’s been new at some point. Keep your outreach process simple and personal, and don’t be afraid to lean on your network or the community for support and advice. If you want to connect with others who’ve been in your shoes, the #intros channel is a great place to start. 🙌
Pat H.
·
·
Have you never done sales Vaibhav S.?
Mike C.
·
·
p.s. if you need help/have questions about anything sales related (or otherwise) next time, post in 🔒[private feed] - awesome channel for it!
✅1
Vaibhav S.
·
·
Pat H. I have for close to 1.3 years, but this is a completely new business than what I sold for earlier, agency setup tho.
Vaibhav S.
·
·
Anna C. Thanks for the Advice Anna, I started from a few pointers you listed.
🙌1
John
·
·
Hi Vaibhav S. first thing slow down and learn the business inside out before trying to sell anything. Really get to know what we do, who we’ve helped before, the results we’ve achieved, and exactly who our ideal customers are. If we can’t explain it simply, we’ll struggle to sell it. Next, pick your battles. Not everyone with a website is a fit. Focus on the “dream list” — companies with money, good traffic, and clear conversion gaps. These are worth chasing hard, while others can stay on a light-touch nurture list. When you reach out, lead with value, not a pitch. Also, team up with marketing. See what they’re already doing for inbound leads, and get your hands on things like case studies, lead magnets, and ROI calculators — it’ll make outreach 10x easier. Have a clear process. Even if it’s just you right now, decide how you’ll find leads, qualify them, run calls, present offers, and follow up. Write it down so it’s repeatable. Track your numbers. know how many leads you’re touching, how many turn into meetings, how many proposals you send, and how many close. That data will show you where to improve.. Congratulations on your new role though.. You can Dm let's connect.