We’re All In Sales, But Who Should Be Doing What?

“We’re all in sales, whether we know it or not” is a business truism. But when we get to make decisions about who in our firm should be taking what specific action around business development, how should we interpret that truism? In today’s post, Pete shares his thoughts.

“We’re All in Sales”—But Not in the Same Way

It’s become a common phrase in business: we’re all in sales.

And we agree — especially in professional services and AEC organizations.

But here’s where things can go wrong.

If you don’t clearly define who does what in sales activity, your team can become confused, anxious, and inefficient. People start burning energy on the wrong things — or avoiding the right ones altogether.

In business development coaching and business development training, clarity is everything.

So we think about sales in three distinct levels.

Level 1: Active Sales (Seller-Doers & BD Leaders)

This is your front line.

Your seller-doers and dedicated BD professionals are deeply engaged in the sales process. They’re responsible for:

  • Using the CRM consistently
  • Meeting prospects and building relationships
  • Pre-positioning your organization
  • Listening for opportunities
  • Scheduling and leading conversations

This group lives inside business development communication training and sales pitch coaching. They are actively guiding prospects through the relationship-building process.

For them, sales is a primary responsibility.

Level 2: Client-Facing Contributors

The second level includes team members who aren’t full-time salespeople — but interact with clients and prospects regularly.

These might be:

  • Project managers
  • Design professionals
  • Engineers and architects
  • Team members attending conferences or industry events

They don’t need to run the sales process. But they do need to represent your firm effectively.

This is where networking training, networking skills, and AEC presentation skills come into play.

You want them to:

  • Communicate your value clearly
  • Engage in meaningful conversations
  • Build relationships that could lead to future work

They are not driving the process — but they are influencing it.

Level 3: Opportunity-Aware Team Members

The third level is often overlooked.

These are team members who may only interact with existing clients — or who are primarily focused on executing the work.

Think about someone on a construction site. Maybe they’re pouring concrete. They’re not in a formal sales role.

But they’re still in proximity to opportunity.

Imagine a client casually mentions a future project. Wouldn’t it be valuable if that team member could say:

“Hey, we might be able to help with that. Would you like me to connect you with someone on our team?”

That’s it.

Small moments like that — repeated across a team — create meaningful impact.

And they don’t require extensive training. They just require awareness.

Why This Matters for Growth

In AEC interview preparation, business development coaching, and leadership presence coaching, we often focus on the visible moments — presentations, pitches, and client meetings.

But growth also happens in everyday interactions.

If your team isn’t aware of those opportunities, they pass by unnoticed.

If they are aware, those moments become a steady stream of connection and potential.

Clarity Reduces Anxiety and Increases Impact

When you clearly define these three levels, you do two important things:

  • You reduce anxiety by giving people clear expectations
  • You increase effectiveness by aligning effort with role

Not everyone needs to be a salesperson.

But everyone can contribute to growth — in the right way.

That’s how you turn “we’re all in sales” from a vague idea into a practical, actionable strategy.

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