Coffee & Contacts- Sales Process with Katie Davis

Join us for a Sales Process Discussion With Katie Davis!
    
Speaker Summary (Katie Davis – The Pipeline Collective & Questco)
Katie Davis is a dynamic sales leader who has built and scaled multiple high-performing sales teams across industries including PEO, insurance, tech, and staffing. She brings a rare dual perspective to this talk as founder of The Pipeline Collective, where she trains and coaches sales teams on prospecting, pipeline management, and closing, and as a business development leader at Questco, where she's in the trenches every day driving her own pipeline and closing deals.
In this talk, Katie will break down her 3-Step Framework for Controlling Your Revenue a simple, actionable process any salesperson or business owner can use to take ownership of their numbers, sharpen their skills, and build a sales machine (whether that's a team, or just yourself) that actually produces results.
What Katie Will Cover:

  1. Clarify the Role – How to define the function, KPIs, and daily activity expectations of a sales hire (or your own role) so you or your team knows exactly what winning looks like no guessing, just producing.
  2. Create the Right Structure – How to build sales capacity the smart way, whether that's growing a team or growing yourself as a rep, without overspending or losing focus.
  3. Implement a Repeatable System – Scripts, cadences, follow-up frameworks, and accountability rhythms that turn inconsistent activity into predictable pipeline and predictable pipeline into control over your revenue.
Attendees will walk away with a clear understanding of how to build or strengthen a sales team, how to become the best salesperson they can be, what mistakes to avoid, and how The Pipeline Collective and Questco each help businesses scale one through sales training and coaching that builds real skill, the other through smarter, consolidated HR and benefits solutions that free up time to sell.
Katie brings energy, honesty, humor, and a "no-fluff" approach, making this talk both inspiring and immediately useful for business owners, sales leaders, and individual reps alike.
Valuable & Actionable Takeaways:
  1. How to Control Your Own Revenue
    Attendees will learn how to take ownership of their pipeline and numbers instead of hoping for deals to land building the habits and structure that put revenue in their control.
  2. How to Structure a Sales Role for Success
    Learn exactly how to define responsibilities, KPIs, and daily expectations so a sales hire or you isn't guessing, they're producing.
  3. How to Build Sales Capacity the Right Way
    See how the right training, structure, and accountability can strengthen pipeline generation without adding unnecessary overhead.
  4. The Repeatable Sales System Every Salesperson Needs
    Walk away with a simple follow-up cadence, a call framework, and a process for turning cold leads into booked appointments consistently.
  5. How to Avoid the Most Common Sales Hiring & Sales Performance Mistakes
    The top pitfalls wrong profile, no role clarity, zero training, no accountability rhythm so you can hire smarter, sell smarter, and scale easier.

Event Sponsors

Breakfast Sponsors
DJ'S Auto Service Center
Fox Valley Glass Inc.
Coffee Sponsor
Lavelle Law, Ltd.

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Event Sponsors

Presenting Sponsor
Edward Jones - Thomas Gaudio
Date and Time

Thursday Sep 17, 2026
7:30 AM - 9:00 AM CDT

Location

25N Coworking 
1600 McConnor Pkwy Suite 300, Schaumburg, IL 60173

1600 McConnor Pkwy Suite 300 Schaumburg IL 60173

Fees/Admission

SBA Member $25
Non-Member $40

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