Rick Bradberry

Captain
DISC Type : DS

Executive Partner, Principal Analyst, Advisor - CEO, CRO, CSO, CMO at Forrester

Tampa, Florida, United States

Overview

Rick Bradberry is an Executive Partner and Principal Analyst at Forrester, specializing in advising C-level executives on revenue growth. With a history as a CRO and CMO, he has expertise in scaling SaaS companies, leading two to successful exits. He holds an MBA from Indiana University and is Pragmatic Marketing Certified.

Outside of his executive roles, Rick shows a keen interest in entrepreneurship and business ownership models, even discussing private equity investments with his teenage son. He is a published author on topics related to business travel contracts and ethical considerations, demonstrating deep industry knowledge.

Unique fact: Rick recently discovered that Googles Gemini AI created a summary of his own Forrester research blogs, highlighting his work on the "New B2B Sales Supercycle. "

Personality Overview

Planner & Achiever

Dynamic But Sincere

Consummate Professional

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

AI in GTM
As a principal analyst at Forrester, he researches and advises on the application of AI for go-to-market strategies, a topic he frequently posts about.
RevTech & CRM
His headline includes "RevTech" and he has posted analysis on the evolving CRM landscape, specifically the shift between platforms like Salesforce and Microsoft Dynamics.
SaaS Growth
His profile highlights his experience leading multiple SaaS companies through significant growth phases and two successful exits, showcasing a deep expertise in scaling these businesses.

Media Appearances

Rick Bradberry – Analyst Bio. Featured in Forrester

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Rick Bradberry – Forrester Research Blog Author Page. Featured in Forrester

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Work History

8-2021
Executive Partner, Principal Analyst, Advisor - CEO, CRO, CSO, CMO at Forrester
2020 - 2022
Member at NACD (National Association of Corporate Directors)
2019 - 2021
CRO | Chief Revenue Officer at Trellance
3-2018 - 8-2019
CMO | Chief Marketing Officer & Head of Sales Operations and Enablement at Community Brands
2015 - 2018
CMO | Chief Marketing Officer at Transflo

Education

Bachelor of Arts (BA)—Political Science from UCLA
Master of Business Administration (MBA) from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 21 Location : Tampa, Florida, United States Job Level : Leadership Designation : Executive Partner, Principal Analyst, Advisor - CEO, CRO, CSO, CMO at Forrester
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Insights For Selling To Rick

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rick is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rick

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rick move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rick take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rick

Personality Compatibility


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