Strategy without tactics is like a blueprint with no builders—useless, no matter how brilliant it looks on paper.
Most of the time, leaders and managers are hyper-focused on strategy. That’s understandable. Strategy is the exciting part. It’s the big idea, the grand vision, the framework that’s going to guide the team toward a better future. But while strategy is important—crucial, even—it takes execution to produce outcomes in the real world.
To make this practical, let’s look at strategy through the lens of B2B sales. Sales leaders, sales managers, and frontline sellers are often faithful to their organization’s overarching strategy. They believe their sales approach—whether it’s consultative, value-based, or insight-driven—will produce results. And they’re half right. Your strategy drives your sales approach, but it takes more to make a strategic plan reality.
My strategy, for example, is to be One-Up (see Elite Sales Strategies: A Guide to Being One-Up, Creating Value, and Becoming Truly Consultative). That means I show up as the expert in the conversation and rely on a consultative approach. Adopting the role of a consultant rather than a salesperson, I have the authority, insight, and experience to create value for my clients, often in ways they didn’t expect. But how does it actually happen?
Here’s the truth most people miss: Even the best strategy dies on the vine without the right sales tactics. Tactics are the things you do to execute your strategy. Strategy alone can’t produce outcomes. No matter how elegant it is, it’s nothing more than a theory until you implement it with effective tactics. A strategy without tactical execution is impotent.
To make this point specific to sales, a strategy without a supporting set of modern sales tactics is a failure waiting to happen.
Imagine a sales leader puts hours and hours into developing a strategy to help their sales teams compete. When they unveil this new strategy to the sales teams, during the question session, a young salesperson puts up their hand and asks, very earnestly, “How do we do this new strategy?”
The wording of this salesperson’s question should tip you off that something is missing. Strategy isn’t something you can go out and do. Instead, you need specific tactics to implement it. Your tactics are how you get from strategy to outcome.
Modern B2B Sales Tactics That Make Strategy Work
Defining clear tactics can help your sales team think, talk, and sell strategically. Over time, through building sales methodologies and frameworks for hundreds of clients, I’ve identified the tactical levers that bring strategies to life. These tactics are not arbitrary. They’re designed to create value inside the sales conversation, which is where deals are won or lost.
Your sales strategy can also open up new strategic choices for your clients. When you begin thinking strategically, your contacts can also shift their perspective to see the impacts of bigger, strategic changes that can help them improve their outcomes.
What follows is a short list of effective B2B sales tactics that support any value-based or consultative strategy.
Insight-Led Discovery: Don’t open the sales conversation by asking the same tired questions as your competitors. This gives the first impression that you are just the same as everyone else your contacts are meeting with—not a strategic way to get started. Begin discovery with insights about your client’s market, industry shifts, and economic trends. This repositions you immediately and reframes how the client sees their challenges.
Sharing insights your clients will find valuable draws them in and can help them learn something early on. This is a key to positioning yourself as One-Up. It also helps you establish your credibility because it proves you’ve done the work to understand the business context your client is working in. This sets you up to be more like an advisor than a typical salesperson.
Problem Reframing: Most clients describe their symptoms, not their disease. One of your jobs is to help them see the root cause of their issues—often something deeper, more structural, and more strategic than they realized. This opens up the conversation to be about more than quick fixes. Your clients may not realize that they need to make a bigger change because what they’ve been doing for the past decade or two no longer works.
Understanding the root causes of the problem also helps your organization deliver the better outcomes your clients need and expect. If you don’t correct underlying issues and challenges, you will struggle to fix their problem. This type of failure can damage your company’s reputation, especially if you overpromise and underdeliver.
Gap Analysis: Use data to calculate the distance between where the client is now and where they want to be. Show them, in real terms, the ROI of making a change. This makes your solution a business decision, not just a purchase. In some cases, your contacts may be surprised to learn what is possible if they make a strategic change.
When you combine gap analysis with industry insights, you can show your clients the larger benefits of changing how they do things to meet the new demands they are facing. The business landscape is always changing, and clients will rely on you to help them face new challenges and see opportunities that weren’t open to them before.
Strategic Questioning: Don’t just ask questions—craft questions that create clarity, uncover blind spots, and connect tactical pain to strategic risk. Your questions should do more than gather information; they should deliver value. A strategic question lets you and your clients learn something about the way they do business.
Pain Amplification: In a consultative approach, this is ethical, not manipulative. Clients often underestimate the cost of doing nothing. Help them explore the implications of inaction and align internal stakeholders around the urgency to change. The status quo can have as much risk as a change. Helping your clients understand what they lose with a no-decision decision is an important part of helping them navigate business risks.
Use Tactics to Execute Strategy
As a strategist, your job is not done until you’ve defined the tactics required to execute. If you’re a sales leader, a manager, or a consultant, you must also be a tactician. Otherwise, your strategy is nothing more than an aspiration.
The future belongs to those who can marry strategy with execution—who can connect ideas to actions that produce results. The tactics above are just a handful from a longer list I use with clients to drive real-world outcomes in enterprise sales environments.
If your sales strategy isn’t producing, don’t revise the strategy until you look at your tactics. That’s where the gap almost always lives.