Jake McOsker
Account Executive at Forrester Research and former BDR who uses AI-driven account planning and prospecting; shared practical workflows for agents, meeting prep, and qualification techniques.
Best podcasts with Jake McOsker
Ranked by the Snipd community
Nov 20, 2025 • 26min
The AI Account Planning Method That Helped a New AE Land C-Suite Appointments
Jake McOsker, an AE at Forrester who rose from BDR, explains how he used AI-driven account planning to move fast and land C-suite meetings. He contrasts lazy company summaries with AI agents that role-play an AE, describes daily prep routines, using call transcripts to spot friction, and AI checklists for deal qualification. Short, practical workflows and creative agent use take center stage.
