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Casual Articles - Face-To-Face Vs. Phone Sales: A Case Study
Advice to a Young Lawyer - Three Key Steps To Building Your Professional Career had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet.I recently had lunch with a young attorney with a local IP firm to discuss her career goals. We were paired through a mentor program. I find it a pleasure to chat with attorneys at the start of their careers, when everything is possible.During our lunch, she asked for my thoughts on the three things every young attorney needs to know to be a success in private practice.The three keys to success? A provocative question. I've been a lawyer for over twenty-five years, and to repeat an old joke, I still don't have it right, that's why I'm still practicing.I knew that wasn't what she wanted to hear, so after some thought I came up with my list of three. This advice applies to all fields of law or other professions. The steps are simple but not easy. But they can be fun. Good luck.1. Become a good lawyer. This is your first job. Learn all you can about your area of practice. Get all the experience you can handling matters of clients. Treat the partners you work for as if they are your clients. Communicate. Be responsive. Provide good work product. Know the latest case developments. Anticipate needs. When reporting on a problem, propose a solution. In short, learn to be a great lawyer. You have to have the knowledge and skills necessary for the job.2. Network. Practicing law is a relationship business. It's not enough to have knowledge and skills. You need to know people. And people need to know you. Keep in touch with classmates. Meet other young lawyers. One may end up general counsel for GE. Treat opposing lawyers with courtesy and respect. Conflicts happen and result in referrals to good lawyers who keep in touch. Get involved in a civic groups: community, school, church, whatever. Get involved in professional associations: ABA, local bar, state bar, etc. Participate, don't just join. Keep in touch with the people you meet. Excellent lawyers are overlooked everyday because no one knows them.3. Build credentials. What you know and who you know is important, but it's not enough. You also need to establish a I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job i Communicating with Postcards I recently was halfway around the world, meeting a new business partner, and found myself in the midst of a seller’s nightmare: I had to do an in-person prospecting call on one of the world’s largest banks, with an unfamiliar business partner, with no idea of the reason behind the cold call, or the people who would be there.Postcard serves as your mini billboard. It stands and serves as your representative in contacting people. They are tools that are perfectly used for advertisements, business reply, coupon cards, invitations and greeting cards. With the postcards you are able to make your business known globally and thus making a successful communication among people around the globe.First and foremost postcards are regarded as the most traveled promotional tool. These cards may possess designs of significant historical places, images of heroic deeds and occasional designs. At first we only regard them as a tool used this way yet because of the valuable service that it can give but as time moves on these cards were developed and can now be used as a promotional tool for your campaign and advertising.How do you communicate with clients through postcards?1.Inform and keep clients aware – with the cards you can simply inform your clients of the latest update that your business can bring. Keeping your clients updated of your business through postcards will be a big wave for a successful business venture.2.Provide clients with information regarding your location or address – the most important factor that you need to include is your address. This will keep your clients’ on tract on how to easily reach out for you. Your address you write on your cards will serve as the postman guide of delivering the cards right on your client’s doorstep. Your return address will serve as the reference of your clients. Additionally the advantage of having a return address is that in case your clients no longer lives on that place you will be notified because the card will be returned to you.3.Follow up – your postcard can be used for follow ups. Let say you are promoting something and your prospects had notified you that they are interested with what is advertised and yet they take too long to respond, you can send a postcard for follow ups.4.Keeping an open communication – by means of sending your clients with greeting cards during special occas When I was picked up from the airport I was told of this meeting, and there was no one available to discuss anything with me until we were at the client site. Nightmare. As we entered the building, I quickly asked the history of the prospect relationship, the expected outcome, and the level of the folks we were meeting with. The news wasn’t good: this was the first prospecting call and they weren’t sure who would be attending, but they hoped I could help them open the account by using my Buying Facilitation model to encourage a working relationship. Great. Just great. Unprepared. No data. No strategic planning. The prospect would see an unknown vendor, coming for an unknown reason, dragging along a very tired – and unknown – foreigner. They’d most likely know nothing about my work, models, or books. They wouldn’t know how to differentiate me from the competition, or how to choose me. What would success even look like? And other than what I’d read and heard about this Middle Eastern country I didn’t even understand the cultural norms of vendor/client communication, not to mention if my being a woman would be a negative. THE NEED FOR FACE MEETINGS When Dale Carnegie introduced the need for face meetings, face time was vital due to the difficulty in getting broad exposure for products. Now, we can take it for granted that the next seller who stands in front of our prospect – if we can even get an appointment! - will be just as charming, caring, well-dressed, smart, and professional. And if a personal relationship is the only criteria for a prospect choosing a vendor, then the seller has a truly long slog here, to find only those buyers with buying patterns and personalities that match the seller’s selling patterns and personality. I don’t believe in using my body as a prospecting tool. I believe that if it’s important to a seller to have a face meeting, they should first become part of the prospect’s decision team and have already decided collaboratively, with the prospect, how they plan on working together and how best to use a face meeting. Then, a face meeting cements the relationship and brings together the rest of the decision team, even on the first meeting. Otherwise, the only prospects who will agree to a face meeting are those already in the market, and interviewing untold others. Not to mention that when several things seem the same, the only differentiator is price. But I didn't have much choice in this instance, and there was no agreement, action plan, or stated outcome that a prospecting call using Buying Facilitation would have ensured. I realized that I would be out of control during this call, even if my training would solve their business problem: there was no prior decision on who should attend the meeting and an untold number of people from the decision team wouldn't be present (and would need to be managed afterwards somehow); and if they were willing to see us on a cold call, they were certainly seeing others. CASE STUDY OF A FACE-TO-FACE PROSPECTING CALL Given that my choices were limited, our meeting proved interesting. I believe I made a difference in our ultimate outcome, but I’m not sure that a face meeting was any more successful than if I had used Facilitative Questions on the phone. I’ll describe the face visit conversation, and then offer a mock Buying Facilitation conversation as to a phone call I might have had prior to the meeting. Meeting At the prospect's site, a large man with a gentle persona, followed by a smaller, local, man, came out to bring us to a small office in which sat a very professionally attired woman. The large man sat down in a tiny chair, and the smaller man went behind a very large desk. As they introduced themselves, I barely had time to peruse the 2 business cards handed to me – the men gave me cards, but not the woman. I addressed my first Facilitative Question to the man behind the desk: “How are you currently adding new sales skills to the ones you’re already offering your staff?” I realized that I had addressed the question to the wrong man, as I noticed everyone looked to the large man in the small chair for an answer. I quickly glanced down at the business cards and noticed this man was the big big boss. He began telling a charming story of how he was just in the country for a few weeks, and newly brought in to head up this division and bring in new thinking. He said he was delighted that I asked that question. OK. I was on the right track but there was a major problem: the local man at the big desk had been at the bank for a long time, and was the sales manager for 5 years. If he had been doing a good job, the new man wouldn’t have been brought in! Not to mention that the smaller man most likely had a team of loyal followers (in countries outside the US, folks stay at their jobs for decades) who would have some strong feelings about a new man, from another country, coming in with big ideas that would certainly change their status quo. The problem was much, much bigger than needing new sales skills. All of the brilliance I offered would be moot if they couldn’t manage the internal politics that this problem created. And, obviously, I couldn’t manage the internal politics for them: while their Identified Problem was something I could solve with my product, until they could manage their internal politics, they weren’t going to take any action. The internal problem Once I recognized the elephant in the room, I decided to ask a tactical Facilitative Question to help my prospects begin to make sense of their main issue: “Since you (the man at the desk) have been around for some time and have a loyal team behind you, how can you bring in new thinking (which he obviously had failed to do) that might represent change, and have the team remain loyal?” The man behind the desk nodded: “No problem. No problem. We can handle this. We are very excited to have someone new join us with new ideas. We look forward to change and hearing how you could help us.” Right. The boss quietly said: “That is why I’m here: to bring in new thinking, and manage implementations. I’m sure that we can all get on board here and there shouldn’t be a problem. I’ve done this sort of thing in other banks, and we’ve been successful. I have met the folks here and they are great. It will be fine.” OK. Now I had a larger problem. They were either really going to be fine, they were doing denial, or just giving me, the outsider, the company view. I had no way of knowing. I turned to the woman (turns out she was the training manager) seated, quietly, next to me and said to her: “I’m so glad that everyone is getting on so well, and I’m sure that it will work out fine. I’m wondering what you would need from a vendor to ensure an easy implementation?” She briefly opened her eyes wide, and quickly returned to her very very composed, professional behavior. “Thanks for bringing that up and caring. I’m sure that there won’t be a problem, like the gentlemen said (smart woman). In case there is, maybe you could explain to us what you have done in the past when bringing in new material? And possibly give us a run-down on what you have that might be interesting to us to help us differentiate ourselves from our competitors, as I saw on your website (Ah. The woman had done her homework.)? If what you have has value for us, maybe you and I could have further conversations about the content. Along the way, if any internal issues come up – which I don’t think there will be – we can discuss them at the time.” Good. I just got onto the decision team. “Great. It seems to me there are several issues here. One: how will you all decide on the specific type of new thinking you would be willing to bring in; Two: how you’ll know that one specific set of skills would work better than another since you wouldn’t have a way to understand the outcome before you start; Three: how you could ensure, before you start, that a new skill set would work comfortably with that your folks are already using; Four: how will you know when it’s time to address implementation issues; Five: how would you know we would be the type of partner who could help you manage all of these issues?” Follow-up action The boss nodded vigorously and smiled. He asked me to write down the points I’d just made, email them to him, and contact him in two weeks to move the conversation forward. Sounded great – until I called him at the appropriate time, and he told me that he had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet. I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job is Opening a Dollar Store - Give and Receive irst become part of the prospect’s decision team and have already decided collaboratively, with the prospect, how they plan on working together and how best to use a face meeting. Then, a face meeting cements the relationship and brings together the rest of the decision team, even on the first meeting. Otherwise, the only prospects who will agree to a face meeting are those already in the market, and interviewing untold others. Not to mention that when several things seem the same, the only differentiator is price.If you are opening a dollar store be sure that you support the community that your store is located in. One of the best things that you can do for your business is to establish a set of guidelines associated with giving to the community. Manage your business to that guideline by giving every month.There are many options regarding how to best handle community giving. One of the easiest is simply to find the organizations that fit with your personal preferences. After opening a dollar store contact those targeted organizations and then work with them to find a means of helping. In some cases there will not be an easy way to match your offer to their needs. However in other cases there will soon be obvious matches that work for both you and the organization.For example if you support local education there might be several giving options available. When opening a dollar store possibly you can offer free products to support parties or events that are held in the local grade school. Another much appreciated option is to provide a 10% discount on all purchases to teachers. The list of options is really limited only by your creativity.Many times the offer that you make will actually result in sales. In the example above the 10% discount still results in sales occurring. While you are trading profit margin you are also increasing sales volume. When opening a dollar store you will soon find that higher volume can mean lower cost-of-goods-sold for your store.While the purpose of giving is to offer help and support to others in the community there are benefits to you and your business. Word will soon be out that you provide a discount or that you give products to organizations. That word of mouth will create good will and that will soon mean increased sales for your store. If you are opening a dollar store never discount the value that good will has to the continued growth and to the success of your business.To Your Dollar Store Success! But I didn't have much choice in this instance, and there was no agreement, action plan, or stated outcome that a prospecting call using Buying Facilitation would have ensured. I realized that I would be out of control during this call, even if my training would solve their business problem: there was no prior decision on who should attend the meeting and an untold number of people from the decision team wouldn't be present (and would need to be managed afterwards somehow); and if they were willing to see us on a cold call, they were certainly seeing others. CASE STUDY OF A FACE-TO-FACE PROSPECTING CALL Given that my choices were limited, our meeting proved interesting. I believe I made a difference in our ultimate outcome, but I’m not sure that a face meeting was any more successful than if I had used Facilitative Questions on the phone. I’ll describe the face visit conversation, and then offer a mock Buying Facilitation conversation as to a phone call I might have had prior to the meeting. Meeting At the prospect's site, a large man with a gentle persona, followed by a smaller, local, man, came out to bring us to a small office in which sat a very professionally attired woman. The large man sat down in a tiny chair, and the smaller man went behind a very large desk. As they introduced themselves, I barely had time to peruse the 2 business cards handed to me – the men gave me cards, but not the woman. I addressed my first Facilitative Question to the man behind the desk: “How are you currently adding new sales skills to the ones you’re already offering your staff?” I realized that I had addressed the question to the wrong man, as I noticed everyone looked to the large man in the small chair for an answer. I quickly glanced down at the business cards and noticed this man was the big big boss. He began telling a charming story of how he was just in the country for a few weeks, and newly brought in to head up this division and bring in new thinking. He said he was delighted that I asked that question. OK. I was on the right track but there was a major problem: the local man at the big desk had been at the bank for a long time, and was the sales manager for 5 years. If he had been doing a good job, the new man wouldn’t have been brought in! Not to mention that the smaller man most likely had a team of loyal followers (in countries outside the US, folks stay at their jobs for decades) who would have some strong feelings about a new man, from another country, coming in with big ideas that would certainly change their status quo. The problem was much, much bigger than needing new sales skills. All of the brilliance I offered would be moot if they couldn’t manage the internal politics that this problem created. And, obviously, I couldn’t manage the internal politics for them: while their Identified Problem was something I could solve with my product, until they could manage their internal politics, they weren’t going to take any action. The internal problem Once I recognized the elephant in the room, I decided to ask a tactical Facilitative Question to help my prospects begin to make sense of their main issue: “Since you (the man at the desk) have been around for some time and have a loyal team behind you, how can you bring in new thinking (which he obviously had failed to do) that might represent change, and have the team remain loyal?” The man behind the desk nodded: “No problem. No problem. We can handle this. We are very excited to have someone new join us with new ideas. We look forward to change and hearing how you could help us.” Right. The boss quietly said: “That is why I’m here: to bring in new thinking, and manage implementations. I’m sure that we can all get on board here and there shouldn’t be a problem. I’ve done this sort of thing in other banks, and we’ve been successful. I have met the folks here and they are great. It will be fine.” OK. Now I had a larger problem. They were either really going to be fine, they were doing denial, or just giving me, the outsider, the company view. I had no way of knowing. I turned to the woman (turns out she was the training manager) seated, quietly, next to me and said to her: “I’m so glad that everyone is getting on so well, and I’m sure that it will work out fine. I’m wondering what you would need from a vendor to ensure an easy implementation?” She briefly opened her eyes wide, and quickly returned to her very very composed, professional behavior. “Thanks for bringing that up and caring. I’m sure that there won’t be a problem, like the gentlemen said (smart woman). In case there is, maybe you could explain to us what you have done in the past when bringing in new material? And possibly give us a run-down on what you have that might be interesting to us to help us differentiate ourselves from our competitors, as I saw on your website (Ah. The woman had done her homework.)? If what you have has value for us, maybe you and I could have further conversations about the content. Along the way, if any internal issues come up – which I don’t think there will be – we can discuss them at the time.” Good. I just got onto the decision team. “Great. It seems to me there are several issues here. One: how will you all decide on the specific type of new thinking you would be willing to bring in; Two: how you’ll know that one specific set of skills would work better than another since you wouldn’t have a way to understand the outcome before you start; Three: how you could ensure, before you start, that a new skill set would work comfortably with that your folks are already using; Four: how will you know when it’s time to address implementation issues; Five: how would you know we would be the type of partner who could help you manage all of these issues?” Follow-up action The boss nodded vigorously and smiled. He asked me to write down the points I’d just made, email them to him, and contact him in two weeks to move the conversation forward. Sounded great – until I called him at the appropriate time, and he told me that he had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet. I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job i The Secondhand Store ced everyone looked to the large man in the small chair for an answer. I quickly glanced down at the business cards and noticed this man was the big big boss. He began telling a charming story of how he was just in the country for a few weeks, and newly brought in to head up this division and bring in new thinking. He said he was delighted that I asked that question.Often overlooked is the second hand store ability to produce a sensible income with a small investment and very little risk. Many people across the United States buy items extremely cheap and mark up the prices to 100% or more. The interesting thing is, people will actually buy these resold goods at such prices. In fact, it is coming into great style to wear vintage clothes or decorate with older styles. Even for those who do not seek resold goods for these reasons, the mark up still makes the items cheaper than if they were new, and though new things are very attractive, many shoppers' pocketbooks cannot support buying items new. These are reasons why secondhand sales are a stirring opportunity for the hard working entrepreneur.Resale has not always been so profitable. Secondhand stores of the past consisted only of Goodwill and Salvation Army, and often were associated to provide only for the extremely poor. Now, secondhand is not at all considered to be for the poorest social classes. Finding a secondhand treasure has become quite a fad in newer social values. People are becoming more practical in their shopping ventures, trying to really get a great deal, but they are also more accustomed to reusing products as recycling has begun to play a crucial part in every day living. If you can recycle glass, plastics, and paper, why not tables, clothes, and bowling balls.Not only have people changed socially, but retail stores have changed aesthetically. Rather than the old musky environments with disorganized clutter spread all over, newer, hipper, stores that show organized goods, well lit floors, and possess proper management and staff to keep the store fully operational. In some instances people have trouble distinguishing a secondhand store from another. Another strategy that accommodates these new secondhand shops is the focus on particular niche markets. For example, the Buffalo Exchange is a resale shop the buys and sells old clothing. The managers and staff decide what clothing is fit to be bought or sold, and gene OK. I was on the right track but there was a major problem: the local man at the big desk had been at the bank for a long time, and was the sales manager for 5 years. If he had been doing a good job, the new man wouldn’t have been brought in! Not to mention that the smaller man most likely had a team of loyal followers (in countries outside the US, folks stay at their jobs for decades) who would have some strong feelings about a new man, from another country, coming in with big ideas that would certainly change their status quo. The problem was much, much bigger than needing new sales skills. All of the brilliance I offered would be moot if they couldn’t manage the internal politics that this problem created. And, obviously, I couldn’t manage the internal politics for them: while their Identified Problem was something I could solve with my product, until they could manage their internal politics, they weren’t going to take any action. The internal problem Once I recognized the elephant in the room, I decided to ask a tactical Facilitative Question to help my prospects begin to make sense of their main issue: “Since you (the man at the desk) have been around for some time and have a loyal team behind you, how can you bring in new thinking (which he obviously had failed to do) that might represent change, and have the team remain loyal?” The man behind the desk nodded: “No problem. No problem. We can handle this. We are very excited to have someone new join us with new ideas. We look forward to change and hearing how you could help us.” Right. The boss quietly said: “That is why I’m here: to bring in new thinking, and manage implementations. I’m sure that we can all get on board here and there shouldn’t be a problem. I’ve done this sort of thing in other banks, and we’ve been successful. I have met the folks here and they are great. It will be fine.” OK. Now I had a larger problem. They were either really going to be fine, they were doing denial, or just giving me, the outsider, the company view. I had no way of knowing. I turned to the woman (turns out she was the training manager) seated, quietly, next to me and said to her: “I’m so glad that everyone is getting on so well, and I’m sure that it will work out fine. I’m wondering what you would need from a vendor to ensure an easy implementation?” She briefly opened her eyes wide, and quickly returned to her very very composed, professional behavior. “Thanks for bringing that up and caring. I’m sure that there won’t be a problem, like the gentlemen said (smart woman). In case there is, maybe you could explain to us what you have done in the past when bringing in new material? And possibly give us a run-down on what you have that might be interesting to us to help us differentiate ourselves from our competitors, as I saw on your website (Ah. The woman had done her homework.)? If what you have has value for us, maybe you and I could have further conversations about the content. Along the way, if any internal issues come up – which I don’t think there will be – we can discuss them at the time.” Good. I just got onto the decision team. “Great. It seems to me there are several issues here. One: how will you all decide on the specific type of new thinking you would be willing to bring in; Two: how you’ll know that one specific set of skills would work better than another since you wouldn’t have a way to understand the outcome before you start; Three: how you could ensure, before you start, that a new skill set would work comfortably with that your folks are already using; Four: how will you know when it’s time to address implementation issues; Five: how would you know we would be the type of partner who could help you manage all of these issues?” Follow-up action The boss nodded vigorously and smiled. He asked me to write down the points I’d just made, email them to him, and contact him in two weeks to move the conversation forward. Sounded great – until I called him at the appropriate time, and he told me that he had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet. I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job i Developing Efficient Meetings olks here and they are great. It will be fine.”How would you describe meetings you have attended in the past? Last Tuesday, I was facilitating a workshop on how to lead better meetings, and to start things off, I asked the group that very question. The answers that they provided were very similar to answers that I have received from hundreds of workshop participants over the last ten years.The first two responses were…“Meetings are looooooooooong,” and “Meetings are BOW-ring (this workshop was actually held in my hometown of Fort Worth, Texas – thus the Texas twang.)”Those two responses almost always come up when I ask the question. Others that also come up a lot are: Wastes of time, non-productive, confrontational, inefficient, repetitive, and a number of other negative descriptions. Every once in a while, I get a response like positive, informative, or necessary, but usually the other participants gang-up against the person very quickly.Most people believe that meetings are necessary evils, and in many cases, they are. But one of the most important things we can remember about meetings is to NOT have one unless the meeting is absolutely necessary. When your employees and coworkers are in staff meetings, they are not producing. Nothing is ever produced until after the meeting is over. Some one of my first pieces of advice to people who want to make meetings more effective is to have fewer of them.About five years ago, I made this statement in a class, and a young lady in the front row raised her hand and said, “That sounds really good, but my whole job description involves going to meetings.” I was intrigued, so I asked her to tell me more. She was a personal assistant to a manager of a Fortune 500 company, and she was hired by her boss to attend the meetings that he could not attend himself because there were not enough hours in the day. After class, she and I sat down and identified 32-hours of wasted meeting time that she was participating in every week. These were meetings that neither she nor her boss was actually needed for, but that one OK. Now I had a larger problem. They were either really going to be fine, they were doing denial, or just giving me, the outsider, the company view. I had no way of knowing. I turned to the woman (turns out she was the training manager) seated, quietly, next to me and said to her: “I’m so glad that everyone is getting on so well, and I’m sure that it will work out fine. I’m wondering what you would need from a vendor to ensure an easy implementation?” She briefly opened her eyes wide, and quickly returned to her very very composed, professional behavior. “Thanks for bringing that up and caring. I’m sure that there won’t be a problem, like the gentlemen said (smart woman). In case there is, maybe you could explain to us what you have done in the past when bringing in new material? And possibly give us a run-down on what you have that might be interesting to us to help us differentiate ourselves from our competitors, as I saw on your website (Ah. The woman had done her homework.)? If what you have has value for us, maybe you and I could have further conversations about the content. Along the way, if any internal issues come up – which I don’t think there will be – we can discuss them at the time.” Good. I just got onto the decision team. “Great. It seems to me there are several issues here. One: how will you all decide on the specific type of new thinking you would be willing to bring in; Two: how you’ll know that one specific set of skills would work better than another since you wouldn’t have a way to understand the outcome before you start; Three: how you could ensure, before you start, that a new skill set would work comfortably with that your folks are already using; Four: how will you know when it’s time to address implementation issues; Five: how would you know we would be the type of partner who could help you manage all of these issues?” Follow-up action The boss nodded vigorously and smiled. He asked me to write down the points I’d just made, email them to him, and contact him in two weeks to move the conversation forward. Sounded great – until I called him at the appropriate time, and he told me that he had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet. I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job i Networking vs. Cold-Calling had handed everything over to the training manager. I had to ask permission to speak with her as no one had given me her number. I have left a message for her and have gotten no response yet.Many people think that there is some diabolical contest between the importance of networking and cold-calling in the pursuit of higher sales numbers and advancing marketshare.WRONG.To be successful in your business it is not choosing between "networking" or "cold-calling".....it is a combination of cultivating all skills....and actively using both to increase your level of success.If you only cold call you are placing your future success in the hands of strangers, and by only networking you are relying 100% on those you already know. To own your future yourself you must do both.Neither of these business disciplines is difficult, but professionals often shreek in fear at the thought of both of these very importance business practices. There are countless examples of professionals who have been wildly successful using just one of these skills, but most who reach the top are experts at both. (*I do not know of any who have increased their sales by avoiding both skills). Ask any sales person and she will tell you that she uses a variety of techniques to achieve her goals.I believe that the networking and cold-calling should work together. If you develop a good network of contacts and have a reputation of high integrity, then you will get more referrals. While you will still need cold-call on potential customers, if you and your company are well known in your business community, then your calls wont be "chilly". Quickly establishing that you have mutual contacts in business will lead to a better chance the other person will take an interest in your product or service.Remember, your networking and cold calling efforts are both tools that can lead to more sales. You need to appreciate both and learn to improve your skills. Do not make up excuses about why networking or cold-calling do not work. They do work for millions of other business professionals. If they are not working for you, then figure out why and adjust how your approach. There are countless books, tapes, websites, blogs and seminars that can help you I believe my ‘relationship’ with them all is as good as their memory. Did they like me? Appreciate me and my questions? Yes. Did that move the sale along? Not convinced – they still have too many internal issues to manage. And now I have to find ways to maintain the relationship and conversation, while living half-way around the world. Because there was so much going on in the room, I'm not convinced they understood the difference between Buying Facilitation and a more conventional selling model. I have started a conversation, and we have developed some rapport. I believe they trust me a bit, and might consider a pilot – but I’m also sure they will pilot other programs as well. Since I teach that it’s not necessary to make a face-to-face visit until the internal decision team has agreed to change and has a model for the specifics of how to bring in a new idea/product/vendor, I was curious if what happened in this interaction could have been managed better on the phone. I think so. MOCK CONVERSATION OF TYPICAL BUYING FACILITATION SEQUENCE I've never had a face meeting prior to signing a contract with a major corporation, and yet on a second or third conference call, I've met with the entire decision team and made collaborative decisions involving a great deal of buy-in and change. I will create a similar conversation here, much like I've done (literally) thousands of times before. Note the difference with the absence of the political issues, and how far I can get using these Facilitative Questions on the phone: SDM: How are you currently offering new selling skills to your sales people? Boss: We haven’t been. I’m just here a few weeks, and I was brought in to help us differentiate ourselves from the competition. I’m actually seeking new material to trial now as part of my purview. SDM: That sounds exciting. What fun! What has stopped your group from achieving this until now? Boss: The past manager was very good at keeping the status quo and managing the office politics. My job is to find new thinking and bring it in. Do you have something new for us? SDM: Well, I’ve got a new sales model, but let’s discuss that in a few moments as I think there are other issues we’d need to manage first. I suspect you’ll have to manage some internal, personal issues with the old manager and his team with whatever material you choose. How would you need to work with a new vendor to ensure that you, the decision team, and the vendor, would all work well together while implementing a trial? Boss: We’d all have to get on board here, make some team agreements, and monitor the implementation from the beginning. I would bring in the training manager to help with this as I believe her to be very committed to success. I’d also have to understand that your material, over the more conventional material, would bring me the new skills that I’m seeking while not creating too much confusion for our sales folks who have been using SPIN for a long time. SDM: So as we move forward, we’d have to ensure that there is buy in from the decision team, and be aware of any danger signs. We could work that out between us. Before I give you data about my Buying Facilitation Method®, can you tell me what would new skills give you that you don’t have already? Boss: We’re having great difficulty differentiating ourselves in this market: our products appear similar to our competitors, and clients don’t know how to buy us. We’ve tried educating them, but that doesn’t seem to make much of a difference in our numbers. SDM: My model, Buying Facilitation, helps buyers know how to choose you over the competition. It’s a collaborative decision making model, rather than a product placement or problem solving model – it gives sellers the tools to teaches buyers how to buy, rather than approaching it through the product sale. How would you know, before we were to do a pilot, that you and the rest of the team would be willing to consider a model this unusual? Boss: I’d have to understand it better, and the team would have to agree to consider it. How can we get a hold of material that would help us learn more about it? SDM: In addition to sending you some reading material, I’m actually coming to that part of the world in a few weeks. I would love to stop in and meet with all of you. What would be the best use of our time together once I’m there? And, given all of the political issues you’re facing in your new assignment, who should be at the meeting, what would you need to see from me, and what sort of an outcome would we be seeking? I think it would be best to plan all of this before I get there. Different outcomes In my estimation, had I been able to use Facilitative Questions on the phone prior to our face meeting as I did in the mock conversation above, I could have helped the Boss recognize the internal issues (politics, relationship issues, and management issues, etc.) that needed to be managed outside of the purview of the Identified Problem and accelerate his decision cycle accordingly. I would have become his decision partner and eschewed the uncomfortable relationship issues that came up during our meeting. By the time it was relevant to discuss and pitch my product, he and the team would have been in a position to make a purchasing decision - or not, and I would have known that prior to making a face visit. [Note: Buy the book that breaks down the decision segment from the product sale segment: Buying Facilitation: the new way to sell that expands and influences decisions, at www.buyingfacilitation.com] Use face-to-face meetings to cement the decisions the entire decision team needs to make with you; use the phone to help the early decisions get made and the decision teams coalesce and start taking the action they need to take anyway. It’s the internal, unique, and idiosyncratic systems end of the buying decision that’s been hidden from us for so long, but is now able to be managed with the Buying Facilitation Method®. The time it takes buyers to come up with their own answers is the length of the sales cycle, whether it's a decision to buy an insurance policy or a company-wide implementation. By leading the buyer through the entire range of necessary decisions, you can reduce the length of the sales cycle by 75% and you can do much of this on the phone. By sticking to Dale Carnegie's belief that sales calls need to be face-to-face, you're 1. helping delay the sales cycle, 2. not getting to partner with the decision team in a truly supportive way until farther into the sales cycle than necessary, 3. wasting unnecessary time on prospects who won't buy, 4. keeping yourself solidly in a price, product, and service competition, and 5. waiting in the dark as the decision team figures out the decisions they need to make that you could have sequentially walked them through much more quickly. Use the phone as a smart business tool. Save the face visits for when it will actually support a closed sale with a ready prospect. Do you want to sell? or have someone buy?
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