From Strategy to Sales: Closing more deals and being a Hero to customers.

From Strategy to Sales: Closing More Deals and Being a Hero to Customers

Sales isn’t just about pushing more deals through the pipeline—it’s the engine that drives business growth. The most successful businesses don’t rely on habit, inspiration or personality; they build sales systems that consistently generate opportunities, win more deals, and create lasting customer relationships.

In this interactive Lunch & Learn, we will break down the key elements of an effective sales system, and examine how process, people, skills & capabilities, technology, disciplined execution, and accountability can transform sales into a powerful growth engine.

In this session, participants will learn how to:



• Have the right sales mindset and position yourself as a trusted problem-solver, becoming a

true hero to your customers and building stronger relationships to win more business

• Understand the sales pipeline as a growth system—not just a list of deals—and identify the

key stages that move opportunities forward.

• Strengthen the sales pipeline by identifying better prospects and focusing on the opportunities

most likely to close.

• Create a sales engine that systematically turns prospects into long-term customers and

creates a scalable and predictable flow of revenue.

Leave with practical tools you can immediately apply to grow your business and increase your

impact.

Walk away with clear, actionable tools you can apply immediately to build a stronger sales process, close more deals, and position yourself as a trusted partner to your clients.

Featured Speaker

Jose U. Soto

BOARD & CEO ADVISOR | MID-MARKET & PRIVATE COMPANY GROWTH |

SALES & COMMERCIAL TRANSFORMATION

José U. Soto is a transformational leader with 25+ years of experience driving revenue growth, commercial transformation, and operational excellence.

His leadership experience spans Fortune 500, mid-sized private

companies, entrepreneurial ventures, and board/CEO advisory roles across diverse industries and international markets.

As CEO and Founder of BUILD Growth Advisory, Jose advises private companies on revenue acceleration and partners with owners to implement impactful sales strategies that engage buyers, forge partnerships, and win deals. With deep expertise in the U.S. Hispanic-Latino, LATAM, and Caribbean markets, he successfully navigates complexity and volatility, bridges strategy and execution, and manages risk.

Jose currently serves as Board Member in the Community Advisory Committee of the City of Boca Raton, Chair of the Program Committee–South Florida with the Private Directors Association (PDA), and Co-Chair of the Advisory Board and CEO Forum programs with SCORE Palm Beach County. José mentors business owners and startups through SCORE and the Runway at Florida Atlantic University, and is a frequent speaker at the Hispanic Heritage Chamber of Commerce, the Hispanic Entrepreneurship initiative, and a guest lecturer at the University of Miami.

He holds a Computer Engineering degree from Universidad Simón Bolívar and an MBA from Universidad Católica Andrés Bello, both in Caracas, Venezuela, complemented by certifications from leading institutions in Corporate ESG, Sales, Customer Service, Supply Chain, and Project Management.

Register today and take your sales strategy to the next level.