Surgere

• Implement A3 process for the company.
• Help manage installs for the RFID equipment.
• Work with clients for scheduling of PoE run, shipping hardware, and returnable packaging being
tracked.
• Manage project schedule for implementation of new handhelds.

Project Manager

Hatton Solutions

I help other solopreneurs get organized and automated by cleaning up the backend of their businesses. What used to be pain points for you can now become where you excel.

SERVICES I PROVIDE:

• Email clean up
• Calendar organization
• Project Management system (Asana)
• CRM (Dubsado) 
• Financial tracking (QuickBooks)
• Financial dashboard built
• Payment processor (Stripe)
• Business bank account (Any local bank) - 
• Zaps to automate the back end of their business 
• G-Suites, Office 365, tech questions
• LinkedIn Support

WHY IT WORKS: 
These are the steps I went through in my business to get it organized and automated. If running your business causes you stress, implementing these services quickly resolves your issues.

Founder

Cummins Inc.

• Build supply chain operation for new returnable packaging while developing work instructions to
share with key stakeholders for process changes.
• Create operational storage plans with multiple site locations to store packaging and develop a
plan to get the returnable back to the CMC and supplier.
• Implement Surgere portals across Cummins Engine Plants, CMC.
• Implement a tagging process for Cummins CMC across the United States for current returnable
packaging.
• Managing data analysis for packaging names to be uploaded into Surgere system Interius.
• Tag management for all Surgere tags for the returnable packaging program.
• Coordinating weekly meetings with key stakeholders for project implementation of Surgere
equipment, taking notes, and sending out meeting notes.
• Working with Cummins suppliers to implement Surgere portals, piece price reduction, and
waste reduction for expendable packaging to go returnable packaging.

Project Manager / Supply Chain Analyst for Returnable Packaging Program

BAE Systems

Government Properties Analyst l

TA Services

Operations Manager

Inventory Manager

Inventory Specialist CES

Valeo

PO Projects Team Member

Celadon Logistics

Shipping Admin CES

Warehouse Admin

Stop working in an unorganized and stressful way. Get back in control of your business. | Making the lives of entrepreneurs easier. | Founder @Hatton Solutions

If growing your business is your primary goal,

But you can’t move forward because you find yourself stressed and unable to do something simple, 

You may need a new approach. 

Let’s be honest.

You’re pretty unorganized in your day-to-day processes.

You missed an email from a potential client or current client.

That Zoom call with a potential client or current client?

Missed that, too.

Shoot, unable to find that password to log into a system you have been in 1,000 times.

Don’t understand your financial numbers from QB. 

Don’t track your monthly expenses. 

Sure, your business grows, but at what expense?

What if:

You have someone in your corner who understands you and your business.

Someone who helps you get organized and implement automation.

How much easier would it be to run and grow your business?

You end up being in control.

You have the right processes to follow and systems in place.

Bottom-line:

You’re proud of the business you have built, and every day feels like a blessing to work in and on your business.

I can help you with:

→ customizable CRM
→ cleaning your emails
→ organizing your calendars
→ implementing a project management system

I help you create peace of mind and clarity in your business and your head.

If your business goes over your head, and you don’t know where to start to improve it, I am here to help.

Let’s start with a discovery call to see if we would be a right fit for each other. 

After that, we have a 90-minute strategy session where we break down your business and find all the missing parts. Then the work begins implementing the systems into your business to get you organized and automated. 

If you would like to learn more, send me a DM or contact me in the following ways:

Website: hattonsolutions.net 
Email: hattonsolutions.net

Blake Hatton

Atelio by FIS

Senior Sales Executive

Incode Technologies

Senior Director of Sales

Inscribe

Leading all things Go-to-Market at Inscribe.

Inscribe helps companies detect fraudulent customer information. We work with leading fintech, payment companies, marketplaces, and Fortune 500s to establish trust in a digital environment

VP of Sales

Jumio Corporation

Jumio provides consumer-facing enterprise B2B Identity verification software. 

We help online companies to reduce online fraud, meet regulatory requirements while also helping to enhance their online/mobile customer experience. 

•Airbnb uses Jumio to confirm identities of their global users looking to host and rent on their travel marketplace
•United Airlines leverages Jumio’s ID/passport scanning technology to streamline their check-in process prior to flight departure. 
•Jumio works with global financial companies to help automate their remote customer verification process, while helping to comply with KYC, AML, BSA and the Patriot Act

Headquartered in Palo Alto, California, Jumio operates globally, with offices in Austria, London, Montreal, India and all across Latin America

Global Director of Business Development & Strategy 

Head of Sales,  Americas 

Head of Financial Services Americas & APAC

Enterprise Account Executive

Account Executive

Polycom

Sales Representative

QuinStreet

Client Strategy and Development

Sybase an SAP Company

Financial Analyst

Alpha Kappa Psi (Professional Business Organization)

President

Sales Leader | Dad | Growth from $0->$100MM ARR | Real Estate Investor |

I help early-stage companies build a repeatable sales process by developing teams focused on execution. 

→What are you looking for in a sales leader?
___________________________________________________________________________________

Coaching and developing teams to execute sales strategy is essential to building a high-performing team. 

I’ve had the fortunate privilege to lead teams that….. 

•Exceeded 175% team quota in 2017 (+$3MM in new business)
•Exceeded 130% team quota in 2018 (+$8MM in new business) 
•Closed multiple 7-figure opportunities 
•Led a team book of business of +$20M with new business and upsells 
•Onboarded  +150 net new customers across 3 years amongst the team 
•2X sales booking in less than 1 year 


→Where I've helped drive top-line revenue with my teams?
___________________________________________________________________________________

✓Implemented and executed a sustainable sales playbook that simplifies the selling process for reps 

✓Coach and train teams on the MEDDIC framework and put in place clear mutual engagement plans for complex sales process

✓Partner with cross-functional teams to build a healthy pipeline and revenue engine that's informed by clear unit economics 

✓Optimize team performance by establishing clear KPIs, and sales dashboards while also getting into the weeds in sales calls anywhere/anytime

Johnson Ha

I'm a sales guy. I don't know Python, JavaScript, or React.

In 60 days, I built 5 systems with AI. Spent less than $30 on development

January 6 to March 2. 54 sessions. About 10,000 messages. Using Claude Code, Replit & OpenClaw. 

What I built:

1. Prospecting automation that researches and drafts outreach
2. Full-stack app with React, Next.js, Supabase, and coaching analysis
3. Personal operating system for briefs, priorities, and pattern review
4. Sales playbooks (30 files, 4 layers), a new rep can run on Monday
5. Multi-agent setup with rules and memory

Clear inputs beat better prompts. That was the lesson.

I documented the architecture in a 3-page PDF. 

DM me "SYSTEM" and I'll send it.

Repost if someone you know needs to see this.

Next Tuesday, I'll share the 15 principles that made this work. Day 2 of 3.

60 Days with AI 

Nobody teaches you the real sales lessons on your first day. 

You think it’s about talking more.

Pushing harder.

Or perfecting a pitch.

It’s not.

It’s this.

Listening for real.

Not waiting to talk and nodding along. 

Find the real problem. Ask the uncomfortable question. Then be quiet.

Slow down.

Nervous reps speed up.

Confident reps pause.

Calm wins.

Walk away sooner.

Not every maybe is a deal.

If there’s no pain, no urgency, no decision maker, move on.

The best lessons never came from a playbook.

They came from blown-up deals and hard reps.

What would you add?

Most people use AI like it’s a search bar.

Type something in.

Grab the answer.

Move on to the next thing.

I’ve done it too.

Between work, family, trying to stay in shape, and building for the future, quick responses feel productive

But here’s what I realized.

Fast answers don’t always mean better thinking.

What changed the game for me was simple.

I stopped asking it to give me answers.

I made it ask me questions.

Before it writes anything, I’ll say:

“Ask me 5 questions to fully understand what I’m trying to do.”

Audience.
Context.
Outcome.

Now it’s aligned with what matters.

Then I’ll push it further.

What assumptions am I making?
Where is this weak?
What would someone operating at a higher level change?

That’s when it becomes useful.

Not just producing words.

Sharpening ideas.

Here's the workflow:

- Let it interview me
- Draft
- Critique
- Reframe it tighter

If your time is limited, don’t look for faster output.

Look for clearer thinking.

Are you asking AI for answers or clarity?

Bay Area folks. 

Meetup today at 3:15pm PT in Newark/Fremont.

Claude Code, Replit, OpenClaw.
Real workflows.

I’m non-technical. I’ll share what worked and what broke.
A surprising number of engineers and PMs signed up too.

If you can make it, grab a spot. 

Event details in the comments 👇🏼

I built a full B2B sales playbook in a single AI session.

Not an email template.

Not a cold call script.

A complete system you can run on Monday.

- 30 files.
- 10 researched prospects.
- 6 deal workflows.
- $1.63M pipeline mapped.

Here’s what most people get wrong with AI in sales:

They use it to write copy.

That’s only the first step.

The real work is everything around the email:

- Who are we targeting and why
- What do we say that’s real personalization, not “congrats on the round”
- How do we run a deal from discovery to close
- How do we walk into a $300K meeting prepared

That’s what I built. Four layers:

1. Foundation
  Value prop, glossary, pricing guide

2. Prospecting
  Dream 10 scored, research hooks, ready to send messages, tracking sheet

3. Deal execution
 6 workflows with templates and worked examples

4. Meeting prep
Company intel, battlecards, call agendas, follow up templates

Top sellers already do this manually. 
AI doesn’t replace them.

It replaces the excuse for not having a system.

Swipe the carousel for the framework.

If you want me to walk you through how I built it, comment SYSTEM.

B2B Sales Playbook 

Still doing everything manually? You're under-leveraged.

AI isn't hype. It's a multiplier.

Top reps aren't working 12-hour days. They're cutting out the nonsense.

If I had to rebuild my sales stack from scratch, this is what I'd use:

1- Claude, Your call co-pilot

Before any big meeting:
• Paste notes
• Ask for 5 blind spots
• Ask for 3 hardest objections
• Ask how to reframe to outcomes

Stop "feeling prepared." Pressure test every call.

2- Grok, Your research shortcut

Before outreach:
• Pull latest news
• Scan exec comments
• Spot hiring trends
• Find trigger events

Context beats clever copy every time.

3- Wispr Flow, Your follow-up engine

Right after a call:
• Voice dump your raw thoughts
• Let AI clean and structure
• Send a recap in 10 minutes

Speed builds trust.

4 -Replit, Your unfair advantage

Need:
• A quick ROI calculator
• A custom demo
• A lightweight deal support tool

Build it. Show, don't just tell.

5 - @notebookLM, Your account brain

Upload:
• 10-Ks
• Website copy
• Case studies
• Call transcripts

Then ask:
• What are their top priorities?
• Where are they exposed?
• How does my solution fit?

Stop guessing. Map the account.

The shift is simple:

Less admin.
More thinking.
More closing.

AI won't close the deal for you.

But it will give you more at-bats.

What would you add?

Most people use AI when they’re stuck. I use it before I drift, like a daily coach.

Here’s the loop:

Morning (5 min)
• Pick 3 leverage moves
• Decide what I will not do

Midday (3 min)
• Check drift
• Cut busy work

End of day (5 min)
• Log what worked
• Log what broke
• Set tomorrow’s first move

The only prompts I use:

Morning
• “Give me 3 leverage moves based on my goals.”
• “What should I say no to today?”

Midday
• “Where am I drifting and what do I cut?”

End of day
• “Summarize wins, misses, bottlenecks, and tomorrow’s first move.”

Speed helps.
Clarity pays.
Consistency compounds.

If you want the workflow, DM me "LOOP".

Last week I shared the 5 systems I built with AI.

This week: how I got them to work.

A few weeks ago, I asked AI to build a sales playbook.

The first version looked polished. But it was useless.

Generic messaging. Generic positioning. Generic advice.

So I restarted the session.

Instead of a prompt, I gave it context:

the company website
pricing model
competitor positioning
past sales decks
Examples of my work

Five minutes of inputs.

Thirty files came out.

That’s when the pattern clicked.

AI isn’t just about better prompts. It’s about better inputs.

15 principles. All from mistakes. 

Here are 6 you can use:

1. Write an operating manual
- One page: constraints, strategy, decision filters. Load it every session.
- If I drift, it stops me and asks: “Name the risk in one sentence.”

2. Context beats prompts
- Before I ask for output, I feed inputs: website, pricing, docs, examples.
- 5 minutes in. 30 files out.

3. Constraints create clarity
- Write your hard limits down. Hours, priorities, projects.
- Then make AI check every decision against them.

4. Systems beat documents
- Don’t build a folder. Build a workflow.
- Templates that reference each other + a README + a weekly cadence.

5. Ask for small changes only
- If you ask for “improve this,” you’ll get a rewrite.
- Ask for a diff: “only touch X, keep everything else the same.”

6. Run a daily cadence
- 15 minutes every morning for 6 weeks.
- Patterns show up fast: my energy drops Wednesdays, I overcommit Mondays, fewer than 3 priorities = best work.

DM me "PRINCIPLES". I’ll send the full list with the stories behind each one.

Example of the Principles guide

Stop asking AI to write your follow-ups.
Ask it what you missed.

Sales problems aren't bad luck
They're signals.

If you ignore them, you pay for it later. In lost deals, longer cycles, and sloppy follow-ups.

One tactic I use: reverse prompt AI after calls.

Not “write me a follow-up.”
More like “tell me what I missed.”

A few prompts to steal:

- What pain did I not get to the root of yet
- What is the real reason this deal could stall
- What are the top 3 objections I should expect next
- What question would a great rep ask right now
- How do I reframe this as outcomes, not features
- What are early signs they are serious instead of being polite

Run these right after every meeting.

You’ll spot gaps faster.
You’ll tighten messaging.
You’ll stop guessing if this is a deal worth pursuing.

What's your go-to prompt?

Don't just use AI to write emails.

Use it to run your deals.

Most teams have plenty of tools.

What they don’t have is a repeatable cadence.

I’d start with these 6:

1 - 30-Day Deal Risk Digest - (top risk + owner)
2 - Call to Next Step Autopilot - (summary + clear ask)
3 - Mutual Action Plan Generator - (dates, owners, milestones)
4 - Objection Response Library - (approved answers by persona)
5 - Weekly Forecast Copilot - (commit logic + gaps)
6 - 15 Minute Account Brief - (what matters, fast)

Simple Rule:

If it doesn’t save time and improve win rate or forecast quality, drop it. 

Start small. Two workflows for two weeks: 

- Call to Next Step Autopilot - (run after every call)
- Weekly Forecast Copilot (run every Friday) 

Measure: 
- Time saved per rep 
- Next step completion rate 
- Forecast accuracy 

That’s when AI stops being an email assistant and starts protecting revenue. 

Want the template pack? DM me and I'll send it over.

If you sell for a living, start here.

10 free AI resources.

One PDF.

Mapped to the work you do every week.

• Prospecting
• Research
• Discovery prep
• Follow-up
• Pipeline review

Send it to a friend who wants to level up their workflow.

10 Free AI Sales Resources 

AI is moving fast.

Don’t let your skills go stale.

I block 1 hour every day for growth.

Same time. Protected.

Run it for 8 weeks. You’ll stack 8 real artifacts.

Here’s how I use that hour:

1.	Think in systems
Turn one problem into steps AI can run. Save the prompts that hit.

2.	Ship something weekly
One micro deliverable a week. Template, checklist, script, teardown. 

3.	Train the human edge
Explain one idea in plain English 3 times a week.

4.	Get data literate
Learn a few metrics so you can sanity check outputs.

5.	Run a cadence
Mon to Thu learn.
Fri write 3 takeaways and 1 use case for your own library.

Resource list in the comments.

taplio

The Battle

Blake Hatton

Johnson Ha

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taplio

The Battle

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Johnson Ha

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Likes

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