Juan DeAngulo is a serial entrepreneur and the co-founder of Inselligence, a sales intelligence platform designed to bring structure and clarity to chaotic sales environments. After scaling a real estate investment firm to 75 employees and managing over $4 billion in assets, Juan shifted his focus to helping organizations unlock human potential through structured processes, data-driven insights, and strong company culture.
Here’s a glimpse of what you’ll learn:
- [03:47] Juan’s journey from Colombia to the U.S. and his transition from tennis player to entrepreneur.
- [07:27] The founding of Elion Partners and insights gained through Harvard Business School’s OPM program.
- [10:00] How Inselligence uses algorithms and AI to turn CRM data into actionable sales intelligence.
- [13:21] Why pipeline segmentation and deal cadence are crucial for scaling sales.
- [18:19] The “three P’s” of business success—people, product, and process—and why process is often overlooked.
- [21:24] How to clone your superstar salespeople using data and processes to elevate the whole team
In this episode:
What separates a company that grows sustainably from one that stalls out? According to Juan DeAngulo, it’s all about process. In this engaging conversation with host Adi Klevit, Juan shares how structured systems transform founder-dependent sales into scalable, repeatable growth.
Juan reflects on his entrepreneurial journey, including scaling a real estate investment firm and attending Harvard Business School’s OPM program, where he realized his passion for building structured organizations. He then dives into the creation of Inselligence, explaining how its proprietary algorithms plug into CRMs to deliver insights that help businesses identify bottlenecks, segment pipelines, and improve sales and marketing alignment.
Throughout the interview, Juan and Adi emphasize the power of process in sales—from documenting superstar behaviors to designing workflows that managers and teams can actually follow. They highlight how data-backed systems not only increase efficiency but also empower people, making companies stronger, more predictable, and ultimately more scalable.
Resources mentioned in this episode:
Quotable Moments:
- “What you measure drives behavior.”
- “Selling is a process, and without structure you can’t scale.”
- “If you can elevate the 80%, imagine the impact on your company’s revenue.”
- “A busy salesperson is not necessarily a productive salesperson.”
- “Good processes don’t stifle creativity—they free people to innovate.”
Action Steps:
- Audit your current CRM setup to ensure it mirrors your actual sales process.
- Identify your superstar salesperson’s metrics and use them as benchmarks for the entire team.
- Segment your pipeline into meaningful categories (e.g., small vs. large deals) for clearer insights.
- Implement simple dashboards to help salespeople prioritize deals and stay on track.
- Focus on documenting and standardizing follow-up processes to reduce reliance on individual personalities.
- Evaluate which workflows are worth automating and ensure processes are solid before layering in AI.
Sponsor for this episode:
This episode is brought to you by Business Success Consulting Group.
At Business Success Consulting Group, we create custom processes and tailor-made management systems so businesses can thrive.
Businesses simply can’t survive without workable systems and well-documented processes. That’s why our team of experienced professionals takes care of it for you.
We provide business owners, entrepreneurs, and key executives with six phases to success, along with the long-lasting systems necessary to support business expansion.
So, what are you waiting for? Do yourself a favor and cut the chaos out of your business.
Visit bizsuccesscg.com today or email info@bizsuccesscg.com to schedule a free consultation.
