Customer Service from the Customer Side

I live on a floating home in the Columbia River in North Portland, OR. Daily life is just like living anywhere else, except occasionally my services are a bit wonky. For example, for the past months I’ve had issues with my cable/internet provider Comcast and thought maybe it was because my cable lines are under water.

Turns out that wasn’t the problem; it was a case of bad customer service. Seems me and my provider have two different definitions of what constitutes good customer service.

THE STORY

After 10 calls and tech visits in the last three months to get the same problem fixed, Comcast tech David Peters showed up. This time I was particularly annoyed because I had no cable, no internet, no tv, from Saturday til Monday. I love to read, walk, kayak. But geesh – Rafa Nadal and Novak Djokovic were playing and I missed them!

David was the last in a long line of young men (yes, all men) to show up. But this time there was a difference.

“I noticed how many people have been here to fix the problem. Seems they all did something different but each tried just one thing. But I’m going to fix it permanently. I’m going to think about your problem as a system. I’m going to change out the cabling from the source, give you all new switchers (Did he say routers??), and then check the frequencies to see where there are glitches. By the time I’m done the problem will be resolved.”

David was here for hours – apparently he defied the management calls he received telling him he’d exceeded his allotted customer interval (and most likely one reason my problem was never resolved to begin with, just sayin) – and was quite diligent.

He did it all: came into the house to check all internal lines, got a ladder and checked outside connections, went to his home office to get new cable, and actually got a special tool to remove the deck where the cable lines initiated under the water! And he fixed it! No more problems! Then he came and found me and asked me to check his work to make sure I was satisfied.

I told him he gave me great customer service and asked if Comcast ever requested ideas from him as to how to best serve customers, or on patterns he noticed in the field that the management could correct from their end.

“One would think they’d come to us, no? Hahahaha. But they don’t. Instead they send these bot calls to ask if you’d choose Comcast again because of the field tech’s work. That makes no sense! It’s an annoying, pointless question with no answer. Why not ask me? Why not ask me what they could do differently? Or ask what I need from them to give customers I’m visiting great service? I am not convinced they really want to resolve any problems.”

His response was spot on. But this makes me curious: how many companies really (really!) care about fixing problems from their end to make customers happy?

Sample

WHAT IS A CUSTOMER?

Best I can tell, companies don’t understand how, or even why, to put customers first. I recently read this sentence on a customer service site (Revechat): “With increasing evidence that customers are the backbone of businesses….” Do we really need evidence that customers are the backbone? Without customers we’re not in business.

The best service I ever received was in the health-food store Cyd’s in Taos, NM. He started each day with a staff meeting, asking “Who pays your salary?” and they yelled out in unison: “Our Customers!”

And who is a customer anyway? I believe our employees are our first customers. When I keep my team happy they keep clients happy. Remember the old myth that the Nordstrom customer service rule book was one line: Use your best judgment. Once you require employees to use best judgment, you must hire employees you can trust. And then you must trust them.

THE CUSTOMER VS THE COMPANY

The biggest misunderstanding companies have is that it’s about them. To truly care about customers, they must actually put the customer at the very center and TRUST that their service, their reputation, and the desire to keep customers – and keep them happy – will pay off the resource expenditure.

Most companies are rule-bound and tech heavy to save money, time, and resource. I was once called back by a customer service rep on his own phone, during his break. He wanted to make sure I got my problem fully resolved because there wasn’t time within the 3 minutes he was allowed per call to take care of me. That’s just wrong. They hired the right guy but gave him the wrong rules.

Companies must regulate at the values level and stop trying to police staff and clients at the rules level. It harms everyone and you lose just as many good employees as you do good customers.

I was recently hired by a well-known multinational to find out why they had such high turnover. I spoke with 30 department heads and middle managers. 4 of them cried (literally!) when recounting feelings of being disrespected and ignored. They had even stopped complaining because they felt the management didn’t care.

The company was paying them well above industry standard, so they just collected paychecks and no longer offered ideas, creativity, or enthusiasm. Most of them admitted they were looking for other jobs. And from their comments, sounded like they weren’t taking such good care of their customers either.

THE TRUTH BEHIND CUSTOMER SERVICE METRICS

Personally, I believe that most metrics in this area (CSAT, NPS, CES) are designed to gather specious, meaningless data. They certainly do not offer companies ideas with which to improve.

The NPS score merely highlights results following a single interaction, albeit in a distorted way. Indeed it’s spurious: if a customer has a good interaction they’ll provide a higher score, a bad interaction a bad score. How do I rate a poor call from a good company? Or… Useless. There’s no way to know what, exactly, worked or didn’t work, or what to do differently.

The CSAT score only tracks people who respond, obviously a biased sampling. It certainly misses any specificity of what a company can do to become better.

CES score is devious. While a customer might ignore a company they find difficult to work with, they won’t necessarily choose a company that’s easy. Not to mention ‘ease’ is not necessarily an indicator of good customer service. What, exactly, is being measured?

And save me from those chatbots! They don’t work, get people annoyed, and everyone I know figures out how to avoid them. A colossal waste of time, effort, and money. Maybe in 10 years when bots know how to have real conversation and show concern.

REAL METRICS

To have good data to improve your company, I’d create a wholly different type of scoring system based on surveys and questionnaires with questions like:

1. What would you need to see from us to be willing to continue working with us?
2. What has stopped you from getting the best experience from us – the type of experience you deserve?
3. What would we be doing differently for you to continue, or return to, using us?
4. What would you prefer we add to our outreach to keep you happy over time?
5. What could we do better to help you decide to buy from us going forward?

The answers will provide companies specific ways and ideas to improve, and let customers know they are cared about and their ideas are respected. So much more specific than ‘happy’ or ‘easy’.

Current metrics don’t give companies the data they need to improve. But I’ve got some ideas. Since I believe that happy employees lead to happy customers, I’d take the company pulse first.

How much staff turnover are you experiencing?

A high turnover means unhappy employees and most likely unhappy clients. Then, I’d look at customer retention/customer churn. Happy customers don’t leave, even if there’s a better price elsewhere:

How many customers are leaving? Do you know why?

I’d also want to know how long it takes, and how many contacts, for a customer to get their needs met. I personally believe it should be a first-contact resolution. It not only saves a customer’s frustration, but saves time and money and effort with staff:

Whoever answers the phone owns the problem or takes responsibility. This person will ask the appropriate questions and do whatever is necessary to solve the problem and get back to the client. It saves a company so much time, saves on hiring and training the folks down the line who quit due to customer frustration (After speaking with 7 people, repeating their problem over and over, and being on hold for countless hours, customers are not happy communication partners). The customer does not get served, the staff don’t get treated well, it’s lose/lose.

To provide good customer service, respect and serve your customers! Make it easy for them. They bought your service along with their purchase. Take care of them!

CUSTOMER LOYALTY AND RETENTION

As business owners, we are responsible for serving people – staff and customers. Our companies are the vehicles with which we serve. We must trust that by serving people we will profit and grow.

Here are my thoughts for improving loyalty and retention:

• HAVE ENOUGH REPS Current customer service has been created for the ease and cost savings of the company. Long hold times? Hire more reps! It’s not the customer’s responsibility to be patient because you don’t hire enough support staff! Best Buy kept me on hold once for 13 hours! When the guy finally called it was 3:10 AM! When I answered he said, and I kid you not, “So how are you today?”. When I groggily said, “Not so happy to start my day at 3:00 in the morning with this phone call after waiting 13 hours” he hung up on me. 13 hours. That’s just wrong.
• OWN THE PROBLEM The ‘not my job’ syndrome is endemic. Whoever answers the phone should own the problem! So many companies keep me on hold, then pass me along to many (many!) reps – each with long hold times – as part of the ‘not my job’ syndrome. It’s wrong. It IS your job.
• NO MORE CONTACT FORMS Get rid of those damn contact forms on your websites. No one wants to fill them out because we know you’re merely capturing my name to send me spam. Give me an email address connected with someone who will take care of me and solve my problem.
• STOP WASTING CUSTOMER TIME Most processes are set up to save companies money, not to take care of customers. We’ve all spent hours and hours trying to ‘get through’ to phone companies or tech companies or government groups. Why is my time less important than your time? To save you money? I’m the customer! I paid your salary for goodness sakes.
• RETURN CONTACT WITHIN 24 HOURS How many days, on average, does it take to get a return call to solve a problem? I don’t know. I haven’t figured it out. Certainly more than three. Again, it’s just wrong. Makes me never buy from that company again.

Customer loyalty and retention are the same. When you put customers first they are loyal. And it’s never a price issue. Make customers feel cared for and they’re yours.

______________________

Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen January 8th, 2024

Posted In: News

How Brains Decide: why we get resistance during change initiatives

Think about the number of stars in the sky. Let’s say you’ve been told that 500 of them would provide elements of a good resolution to one of your problems, although some would be better than others. You’re offered a spaceship to bring you to just one of them. How would you know which star to choose given you can’t know where they’re located or what, specifically, they can provide?

Now, let’s parallel your brain with the stars, although there are more synapses, neurons, and circuits in your brain than there are stars in the sky! The problem above is the exact problem your brain faces whenever you want to do or decide something: you have a wish, an aspiration; you want to make a new decision; your team needs to figure out how to approach a new initiative.

To make your decision, your brain must send the ‘request’ to one grouping of your 1,000 trillion synapses, neural pathways, circuits (etc.) for translation into action. How does your brain choose which circuit to send it to? And how do you know it’s the best possible choice?

In this article I’d like to explain how your neural circuitry (abbreviated here as ‘circuits’) creates and biases everything you experience, and why you get resistance when pursuing change.

BRAINS MERELY INTERPRET SIGNALS

Your feelings, what you hear, see, do and decide, come from your mind-brain interaction. Few of us realize that everything we experience comes from instructions sent from our brains, chosen mechanically, without meaning, by some bewildering, mechanistic neurology, at a specific moment in time, and might not accurately represent a full fact pattern with which to solve a problem.

But never forget that brains are merely electro-chemical interpretation devices, devoid of thought or meaning. That’s right: you think with your mind, but the instruction to act comes from your brain.

When you make a decision, see a color or listen to a concert, you assume what you experience is an accurate representation of what’s happening. And sometimes it is.

But sometimes your lazy brain merely chooses the nearest superhighway (sequence of circuits) to translate the experience according to the last concert you attended, or the last time you went on a diet, and it’s only a good-enough choice among a thousand other possibilities. Since it’s the only option you were given, how would you know if better ones might be available?

Sample

Sadly, your brain can’t tell the difference between good or bad – it only sorts for matching signals to interpret an input: meaning, intent, importance are not accounted for.

But imagine if it were possible to consciously choose or create the exact circuits to interpret incoming data in order to end up with your best choices!

YOUR BRAIN IS A PREDICTIVE MACHINE

Your brain is merely a predictive machine, comprised of vast numbers of elements (synapses, neural pathways, axons, etc.) that hold your history. Everything you experience now is historic. Even words have no meaning until a brain circuit interprets them for you. (Note: My book WHAT? breaks down how brains do this.) In fact, many of the books I’ve read call words puffs of air!

Indeed, your mind has no way to hear or see, understand or act, unless your brain interprets it.

And sadly, you have no choice but to operate from the meaning your brain has provided: the conscious ‘you’ is largely out of control;  once the brain receives an input message and has sent the resultant signals to become outputs/actions, it’s too late to change their destination. The process is automatic, devoid of meaning, and unconscious.

WE’RE APPROACHING CHANGE IN THE WRONG PLACE

Unfortunately, today’s standard practices for change management as well as standard Behavior Modification habit practices, ignore the brain change element and focus on attempting to modifying the behaviors, decisions, actions – the outputs – AFTER they’ve been generated and therefore difficult to alter. And when you attempt to make a change that hasn’t been accepted by your existing neural pathways? Your lazy, habituated brain resists, preferring the originating pathways.

Indeed, it’s not possible to try to change a behavior by trying to change a behavior. This is the reason behavior-change models fail 97% of the time. Have you ever tried turning a chair into a table? You can’t, but it’s possible to reprogram the machine (input) to get a table (output)!

For change management it’s necessary to populate new neurology to get a new result. To do so includes bringing in the full set of stakeholders who have been part of the initial problem; capturing the values and criteria to be met; stating a goal agreeable to everyone, understanding the risks of change, then buying-in to the full set of criteria. This avoids resistance as the group develops suitable neural pathways that generate new responses.

For habit change, it’s necessary to create a new neural pathway with a belief change and a wholly new set of input instructions. Here’s one simple example that becomes a mind-hack.

“I’m a fat cow now! I need to go on a diet. I’ll start Monday.”

Vs

“I’m a healthy person who will do the necessary research to find the best foods and nutrition to help my body attain and maintain my best weight over time.”

So: change the instructions, generate a new pathway, receive a new translation and ability to make automatic behavior changes.

Note: I’ve invented several Change Facilitation models that can alter neural circuitry for change and decision making. Happy to discuss.

HOW I FIGURED THIS OUT

I’m not a scientist, but as someone with Asperger’s, figuring out how to get into my brain to have conscious choice has been my ‘topic’ since around 1957 when I realized I didn’t act or think like everyone else.

I’ve devoted my life and intense curiosity to reading, thinking, designing, unpacking, writing, and inventing new skills and programs to create conscious routes into the unconscious for making personal decisions, serving Others by enabling their personal discovery and change, and for change initiatives that ensure buy-in and collaboration without resistance.

I believe this is a Servant Leader route: how to enable Others to discover and design their own version of Excellence. Great for coaches and leaders; certainly devoid of an outsider’s natural biases.

Over the decades I’ve realized that change is a systems problem since everything you do must be congruent with who you are. And by judging incoming messages in relation to how they maintain your system, your brain is the arbiter of keeping you congruent.

THE ROLE OF SYSTEMS IN CHANGE

Using systems as the foundation, here are what I consider to be the norms that all change follow as it relates to the brain:

1. Every person (or group) is a unique, idiosyncratic system made up of norms, history, Beliefs and mental models that define it uniquely and must remain congruent to keep the system whole. Each action, thought, behavior, choice must match the norms, Beliefs, and mental models of the system. Turns out that behaviors are Beliefs in action. I call this the System of Me (SOM).
2. Whatever you think see, hear, think, ‘know’, feel is what occurs after your brain has chosen interpretation circuits. Your world is restricted according to what you already know and believe; your understanding of unknown concepts is restricted accordingly. This makes curiosity, innovation, understanding new ideas, and accepting direction with new initiatives difficult.
3. Before your brain changes what is historically built-in, anything new must match the SOM (For those scientists reading this, this is Systems Congruence.) or it will be rejected or resisted. This is true for both individuals and groups.
4. All existing circuits (of which there are 1,000 trillion) predict the data it will accept. According to Jordi Cami and Luis M. Martinez in The Illusionist Brain

“When the brain perceives, it generates a prediction…by inferring and anticipating reality based on past experiences.” (pg 102) Over time we generate a codification system…. And through experience we learn to store only what is most relevant (to us) … and eliminate details that we do not process.” (page 182).

In other words, your choices, how you interpret what you hear someone say, what you want to do, is pretty restricted to what’s already ‘in there’. We’re all restricted and unwittingly biased. And yes, there is neurogenesis, and brains constantly evolve. But the evolution is based on the existing neurology, physiology, and biology. How, then, is it possible to cause change and maintain Systems Congruence?

CONGRUENT CHANGE WITHOUT RESISTANCE

When you attempt to make a change without discovering and reorienting those parts of the brain that represent the status quo – regardless of how necessary or effective the new might be – resistance results.

In We Know It When We See It, Richard Masland says neurons get fired together automatically in response to an input used frequently, causing the brain to see these elements together even if only a portion of the same signals are sent (page 137)! He goes on to say:

“Our brain has trillions of cell assemblies that fire together automatically. When anything incoming bears even some of the characteristics [of operational circuits], the brain automatically fires the same set of synapses…There are very few inputs in our world that are not redundant.” (pg 143)

When you attempt to make a change using similar input as you’ve used before (i.e. without involving new input, new circuitry), your brain – acting mechanically and automatically – will seek existing circuitry so long as even a portion of the same signals are sent. And this is how you end up with resistance.

But it doesn’t have to stay that way. I’ve developed models that make it possible to recognize the circuitry causing the activity and enable the brain to develop new circuits or change existing ones as needed.

Note: my models don’t use conventional thinking so you may not have the circuitry to translate my ideas completely. But if you’re interested in the topic, and don’t fully understand the article, get my book HOW? that explains and teaches it all. It’s my life’s work and I’m here to serve you.

WHAT TO DO?

Knowing that your brain is an unreliable servant, how, then, can you create a new output? Here is what must be included:

1. We must create input messages that include the proper wording and word placement, the correct hierarchy of criteria, the full set of instructions that captures the outcome as well as the route to get there.
2. By following the natural path the brain takes to make a new decision, it’s possible to create successful initiatives/outputs very efficiently, without resistance. I’ve unpacked the 13 steps to change/decisions that match the flow of systems.
3. The criteria (often unconscious) that hold the current problem in place (and have been maintained) must be matched when anything new is generated. Resistance follows when this is omitted. I have developed a 5 hour program that makes it possible to unpack a current habit and design new circuits for permanent habit/behavior change.
4. To know which circuits are involved I invented a new form of question that directs the brain to the exact circuits (i.e. they are NOT information gathering).
5. It’s vital to capture the full set of norms in the status quo so the underlying Beliefs, mental models, and history remains intact through the change. Without this, there is resistance as the system faces incongruence.

For those of you interested in leading congruent change without resistance, posing questions that enable Others to discover their actual answers, changing habits permanently, please 1. Go to www.sharon-drew.com and read some of the 1000 articles (clearly labelled in categories) on these subjects; 2. Connect with me and we’ll chat: sharondrew@sharondrewmorgen.com.

For those seeking the tools to change habits and behaviors, I’ve developed a HOW of Change™ model. For those seeking to enable Others to generate change without resistance, I’ve developed a generic Change Facilitation® model frequently used in sales to facilitate buying.

For those who would like to create their own systemic change models that enable the unconscious to generate effective outputs, here are some questions to ask yourself:

• What criteria will you use to generate new messaging that incorporates the SOM for new behaviors and new decisions?
• How can direct your conscious mind to the relevant access points in your unconscious without bias?
• How can you influence the choice of circuits to best translate your input?
• How will you know when there are more appropriate choices if your brain doesn’t offer them?
• How will you generate the instructions and triggers that cause permanent behavior change that avoids resistance?
• When creating a new initiative, how will you maintain Systems Congruence?

These are a few of the questions I’ve asked myself for decades and helped lead my thinking. I invite you to join me in discovering all the conscious routes into the unconscious for permanent, congruent, values-based change.

___________________

Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen December 4th, 2023

Posted In: News

Change Without Resistance: Podcast series and article on generating buy-in with systems thinking

Note: Sharon Drew now has available a 5-session How of Change™ program for folks interested in brain-based, permanent behavior change. Watch the one-hour video introduction.

Why does it seem so hard to change a habit or a behavior? Why do we drag our feet when buying a replacement appliance or car? Why do our teams go through disruption when going through a merger? Why do we resist changing our diets or adding exercise to our day when we know it’s good for us?

The oft-repeated myth claims people hate change, that change is hard. But that’s not true. People like the results of change; they just fear the process, the disruption and disorientation that change seems to cause. But the problem isn’t the change; it’s the way we’re approaching it.

The very skills we use to instigate change cause the resistance, struggle, failure to change, and conflict that occur when we initiate doing anything outside of our habituated norm. With a different skill set we can not only avoid resistance altogether, but change in a way that’s pain free, creative and expansive. In fact, change can be a pleasure.

Sample

In this article I’ll briefly discuss the topics necessary to consider painless change, and link to five 30-minute podcasts I taped a while ago with Nathan Ives of Strategy Driven Magazine. Since I recorded these podcasts, I’ve since developed a How of Change program and written a new book (How? Generating new neural pathways for learning, behavior change, and decision making) that actually teach how to isolate the exact elements in the brain to consciously generate new neural pathways to stimulate easy change. As always, I’m here to discuss.

WHAT IS CHANGE?

Change means doing/thinking something different than our status quo – our internal system that has been accepted, habituated, standardized, and normalized through time – potentially replacing it with something unknown, untried, and therefore risky.

And therein lie the problem: because our change methods don’t take systems into account, anything we do to effect change potentially causes a destabilizing effect and puts our system at risk. This fact alone causes disruption, pain and confusion. We’re trying to push an as-yet unaccepted element into a fully/long-functioning stable system that hasn’t agreed to alter itself, and it’s defending itself.

To do anything different, we need approval and a route forward from our unconscious system; to change congruently, we must consciously facilitate our normalized, unconscious internal structure to design new and acceptable rules for any additions.

Once the ‘new’ is acceptable, seen to be nonthreatening, recognized as having the same rules, norms, values as the status quo, it will be easily adopted. Note: regardless of the efficacy of the new, or the problems inherent in the status quo, change is not acceptable until the status quo, the system, the group of norms and beliefs that have been good-enough, recognizes a way to normalize itself with the new included.

#1 What is Change? and Why is Change so Hard?

WE IGNORE THE SYSTEM: HOW BIAS AND INFORMATION PUSH CAUSE RESISTANCE

Historically, we have approached change through information sharing, traditional problem-solving methods, personal discipline and behavior modification, and strong leadership, assuming by pushing new information – new activities, new ideas, new rationale, requests for different behaviors – into the status quo it will be sufficient. But it’s not. We’re ignoring the system, causing it to resist to maintain itself.

Why are systems so important? Systems are our glue. Our lives are run by systems – families, teams, companies, relationships. Each of us individually is a system. Systems are made up of rules and norms that everything/everyone buys in to and that maintain the beliefs and values, history and experience, that make each system unique and against which everything is judged against.

And each system holds tightly to its uniqueness as the organizing force behind the activities, goals, and output of our behaviors. Change any of the elements and we change the system; try to push something new into the system, and it will defend itself. We learned in 6th grade that systems seek homeostasis (balance), making it unlikely we can pull one thing out of a system and shove something else back in without the system resisting.

Currently, our attempts at change (sellers, coaches, negotiators, or diets, exercise programs, etc.) are little more than pushing a new agenda in from the outside and assuming compliance will follow because the new is ‘better’ or ‘rational’. But because the new most likely doesn’t match the unique, internal norms already in residence, we get implementation problems in teams, closing delays in sales, resistance to changing eating and exercise habits, modification problems in healthcare and coaching. Indeed, all implementations, all buying decisions, all negotiations, all new behavior generation, are change management problems.

It’s possible to introduce change in a way that does not cause resistance – from the inside out, by teaching the system how to reorganize along different lines, in accordance with its own rules and values.

For lasting change, it’s necessary to enlist buy-in from the system. Any reasoning or validation for needed change will be resisted because the system fears disruption. Hear how systems are the organizing principle around change – and what to do about it.

#2 What are Systems and How Do They Influence Change

WHAT IS RESISTANCE?

The universally held concept is that resistance is ubiquitous, that any change, any new idea, will engender resistance. University programs teach it how to manage resistance; Harvard professors such as Chris Argyris and Howard Gardner have made their reputations and written books on it; consultants make their livings managing it. Yet there is absolutely no reason for resistance: we actually create the resistance we get, by the very models we use to implement change.

The underlying problem is, again, systems. As per homeostasis, a system will fight to continue functioning as it has always functioned, regardless of how impractical or non-efficient it is or how compelling the new change might be. And by attempting change without an agreement from the system, without designing any implementation of the new around the inherent beliefs, values, and norms of the status quo, we’re causing imbalance.

Systems just are. They wake up every day maintaining the same elements, behaviors, beliefs, they had yesterday, and the day before. They don’t notice anything as a problem – the problems are built in and, well, part of the givens. When anything new attempts to enter a system and the system has not reorganized itself to maintain systems congruence, it is threatened (Indeed, we are threatening the status quo!) and will defend itself by resisting. Hence, we always define and create our own resistance.

It’s possible to avoid resistance by beginning a change process by first facilitating the system to re-think, re-organize, re-consider its rules, relationships, and expectations, and garner buy-in from all of the elements that will touch the final solution, while matching the introduction of the new accordingly. Believe it or not, it’s not difficult. But we do need a new skill set to accomplish this.

#3 If Decisions Are Always Rational, Why Are Changes Resisting?

WHY BUY-IN IS NECESSARY AND HOW TO ACHIEVE IT

As sellers, change agents, coaches, doctors, parents, and managers, we seek to motivate change. Whether it involves a purchase, a new idea, a different set of behaviors, or a team project, all successful change requires

• matching the new with the values and norms of the status quo,
• shifting the status quo to adapt to something new,
• facilitating buy-in from everyone who will touch the new addition,
• working from inside out by aligning with the core values and norms of the system.

#4 Why is Buy-in Necessary and How to Achieve It

HOW TO AVOID RESISTANCE, DISRUPTION, AND FAILURE

Until now, we have approached change by starting with a specific goal and implementation plan and seeking buy-in to move forward successfully. While we take meticulous steps to bring aboard the right people, have numerous meetings to discuss and manage any change or disruption possibilities, our efforts are basically top-down and outside-in and end up causing resistance and disruption.

Starting from the inside begins with an explicit goal that everyone agrees to, but leaving the specifics – the Hows – up to the people working with the new initiative, an inside-out, bottom-up/top-down collaboration. While the result may not end up exactly like imagined, it will certainly meet the objectives sought, and include far more creativity and buy-in, promote leadership, continue through time, and avoid resistance and disruption – and potential failure.

#5 A Radical Approach to Change Management, Real Leadership

Change need not be difficult if we approach it as a systems problem. I’ve developed models for sales, leadership, coaching, and healthcare that facilitate systemic, congruent, values-based change. I’m happy to help you think this through or implement it. To learn more about systemic models for decision making, change, and sales, go to http://sharondrewmorgen.com/ or contact Sharon Drew at sharondrew@sharondrewmorgen.com

Here’s a link if you wish to have copies of the entire series Making Change Work.

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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen October 2nd, 2023

Posted In: News

HOW? Generating new neural pathways for learning, behavior change and decision making

Do you know how much of what you hear is accurate? Why you can’t maintain your weight loss, or why you overlook a good choice and make a ‘bad’ decision? Do you know why you can’t change a bad habit even though you really (really really) try?

Perceived wisdom says we hear others accurately, that we’re undisciplined dieters, bad decision makers, and unmotivated to change. But none of that is true. And it’s not our fault.

We’re at the mercy of our unconscious brains. They determine what and how we see, hear, notice, feel, behave and think. Electrochemical signals zip around our 100 trillion synapses causing our conscious and unconscious activities, making our choices for us. It’s all automatic and mechanical. And meaningless.

Until now, science has not found a direct route to the unconscious to affect permanent behavior change. They say it’s a black box. It was. Until now.

Sample

HOW? makes it possible to get into the brain circuitry for conscious choice. It provides the precise skill sets – the how – to:

• hear, notice, behave precisely as you wish;
• permanently remove unwanted habits and behaviors and generate new ones;
• learn new skills efficiently;
• make effective decisions based on unconscious beliefs and values;
• facilitate clients, patients, friends through to their best, congruent choices.

Beyond conventional Behavior Modification and disciplined habit-change processes, beyond decision weighting and learning theories, HOW? includes innovative thinking on

• how brains convert incoming messages to action; how to intervene for change;
• questions to direct people to long term memory to find unconscious answers;
• the specific steps of decision making and change management;
• creating new neural circuitry for behavior and habit change.

Using detailed explanations, fun exercises and examples, HOW? provides tools for personal and professional use, to generate new answers and permanent skills for conscious choice. It also includes the specific steps to Sharon-Drew’s signature Facilitative Questions, as well as the Buying Facilitation® and How of Change™ models.

Now, finally, you can connect directly with your brain to lose weight permanently, listen without bias, and have conscious choice.

Purchase book

Bio: As an original thinker, author Sharon-Drew Morgen has spent her life developing mind–>brain choice and decision making models, tested over 40 years in corporations with 100,000 people in sales (Buying Facilitation®), coaching (Change Facilitation), leadership, and folks seeking habit change (The How of Change™) that unpack the mind–>brain route to intentionally reprogram neural circuitry for choice and change. She has written several books, including: WHAT? Did you really say what I think I heard?, the steps involved in change and decision making (Dirty Little Secrets), and one New York Times Business Bestseller, Selling with Integrity. Sharon-Drew consults, trains, speaks, and coaches. She currently lives on a floating home in Portland OR.

Sharon Drew Morgen September 18th, 2023

Posted In: News

Thinking in Systems: the difference between sequential thinking and systems thinking

As an original thinker, I think in systems or, as some systems thinkers call it, ‘thinking in circles’. The main difference between systems thinkers and serial thinkers is the scope of what we notice.

Standard thinking is sequential. One idea follows the next and appears logical as per the person’s knowledge of the situation and similar experiences. It 1. restricts possible choices to the person’s assumptions, history and beliefs; 2. notices what’s deemed relevant; 3. may overlook factors that might enhance understanding or outcomes. Sequential thinkers have a relatively straight path to their outcomes.

Many leaders are sequential (transactional) thinkers. When resolving a problem they speak to other leaders; consider actions to resolve it; invite other leaders to create and deploy a solution. They often make decisions based on intuition and available information.

Systems thinking is circular. Systems thinkers hear, think, notice a broad range of factors on many levels simultaneously, making it possible to compile an expansive data set from a broad array of sources. With more good data to weigh, there’s a high probably of more creativity, more choice, less risk, less resistance, more collaboration, more efficiency and a greater possibility of attaining excellence.

A systems thinking (relational) leader seeks out a broad scope of ideas and people to ensure inclusion and maximum creativity. To assure there’s collaboration, agreement, and acceptance, and to gather the full fact pattern, they assemble (representatives of) all job descriptions touching the problem and the solution; trial several workarounds; lead the group to discern if the risk of change is manageable; promote group buy-in to integrate the new solution. I’ve developed a 13 Step model that facilitates systemic change.

WHAT SYSTEMS THINKERS DO

Top people in their fields are generally systems thinkers. Steve Jobs, Nikolai Tesla, Cezanne. In modern sports, Roger Federer, Tiger Woods, and LeBron James become one with the ball, their implement (racket, club), the court/course, their hands, their legs, their grip, etc. and continually (re)adjust their position according to their opponents. It’s all one system. When Federer, Woods, James are not ‘one’ with all, they miss the shot. My son, a medaled Olympian at 3 Olympics (Nagano, Salt Lake, and Vancouver), excels when he’s ‘one’ with his system: his skis, the snow, the poles, his knees and boots, his arms, the gates, the run, the turns. When he’s not ‘one’ with all, he falls.

Here’s a breakdown of the systems artists think in while making a painting. They simultaneously:

• see the paint, the canvas, the brush, the stroke, the color, the mental vision of what they’re painting, the emerging patterns and a shifting minds-eye visual as the picture emerges.
• feel the emergence of the vision from their mental picture, the brush, the hardness of softness of how the brush meets the canvas, their hand/arm as they apply color to the canvas.
• hear the whisk of the brush on the canvas, the creak of the floor or chair as they move toward and away from the canvas.

I believe that adding systems thinking to transactional activities will make them more efficient and their outcomes more successful, collaborative, and creative. For those of you who’d like to add more systems to your thinking, here are some ideas to consider.

HOW DO BRAINS THINK?

Everyone naturally thinks in both systems and sequences at different times and for different reasons. Here’s a simplistic explanation of how we end up doing and thinking as we do.

Sample

Everything we see, hear, feel is a translation from our existing neural circuitry and, by nature, subjective. We’re all restricted by how our brain stores our history. We understand, act on, notice, and even hear what we already know; we do what we’ve always done. While true, it’s not the whole story. We actually know – and sense, and understand, and intuit – a lot more than we use due to the way our brain stores stuff.

Fun fact: our brains collect millions of bits of information PER SECOND and sends them whizzing around our 100 trillion synapses as we make decisions, write reports, and turn on the dishwasher before going to bed!

Our conscious thoughts are a fraction of the full data set we’ve got stored in our unconscious. Sequential thinkers will likely access more of the automatic superhighways – those neural circuits triggering ideas and behaviors that have become habituated – that carry our historic (biased, subjective) expressions. Systems thinkers are less direct and make decisions from a broader fact pattern; their brains access more of the data stored in various circuits around the brain and not automatically accessible, providing more elements and less bias in each decision.

Here’s the problem when we need to make a choice: due to our brain’s laziness, our standard thinking automatically triggers our assumptions and biases. Obviously we’d prefer the broadest range of data for decisions making. How, then, do we access our unconscious to retrieve more of what we’ve got stored?

Note: I’ve got a new book coming out soon that provides ways to accomplish this. (HOW? Generating new neural circuits for learning, behavior change, and decision making)

Here’s how I access data beyond my brain’s automatic choices. Maybe you do some of this naturally?

HOW I THINK

During conversations or when helping someone resolve a problem, several layers of data show up simultaneously as I listen:

• I am detached (in Observer/witness/coach) from any outcome, making it possible to notice more and gather a broader scope of data with a minimally-biased brain.
• I detect the underlying intent. A speaker initially offers a simplified version of a goal or problem, often unaware of the complete fact pattern. The ultimate goal is often unspoken, unknown, and unconscious until it’s fully uncovered. Too often sequential thinkers assume the initial disclosure is accurate; it’s where I begin accessing patterns.
• I hear the underlying message which I call a metamessage. Again, this is largely unspoken – a belief, or bias that isn’t specifically mentioned but rules the entire interaction.
• I can detect disparities, incongruences, between the metamessage and the stated (but often incomplete and possibly incongruent) intent. Too often, sequential thinkers only notice incongruences after they’ve become a problem.
• I notice patterns, what occurs repeatedly. So if I see someone regularly taking action on a subset of data before uncovering the full data set (i.e. FIRE, excluding the ‘Ready, Aim…’), I assume that’s a typical behavior.
• I can hear the underlying systems and assumptions that influence the goal. How did X become the ‘logical’ conclusion? Why is Y the response to Z?
• The person’s tone, tempo, pitch, and affect point me to congruence or incongruence in their goal.
• I notice word choices. How the chosen words correlate with the stated goals and problems lead me to underlying assumptions and where something’s missing.
• I only attend to what’s relevant to understand the system. Neither details nor story line are relevant at the beginning.
• I notice if a problem can be fixed from previous successful fixes. Note: among a brain’s 100 trillion synapses there are often existing neural circuits that were used successfully before. I always ask: ‘Have you successfully resolved this before? If so, what’s stopping you from using the same methods now?’ Otherwise I help them generate new neural circuits for a new solution.

Thinking in circles, I hear/notice all this simultaneously. When one of the factors doesn’t match the goal or intent, it lights up in my head telling me there’s an unresolved issue, or a systems problem.

Unfortunately, sequential thinkers often resolve problems in ‘logical’ steps and are surprised when they later discover the goal, as stated, is wrong, or they’ve gathered an incomplete set of problem factors, or not included all necessary stakeholders, or missed vital factors that conclude with failure or resistance.

I believe that anyone can add systems thinking to their standard thinking.

USE YOUR SYSTEMS THINKING

Thinking in systems provides a broader scope with which to think and plan. Beneficial for inspiration, resourcefulness, accuracy, unbiased responses, and creativity, for writers, artists, musicians, inventors and original thinkers to name a few. I also believe that corporate management, healthcare providers, coaches and trainers would benefit from an unbiased, broad, inclusive understanding of the entire scope of a situation. Of course listening without bias and posing non-biased questions are skill sets everyone needs.

For those times you need a bit of inspiration or seek a more complete outcome, it’s possible to add some systems thinking practices. Here’s an exercise to express your systems-thinking brain.

EXERCISE

Remember a time you considered making/creating something. Painting, knitting, whittling, woodworking. Let’s see if you can capture what you did in creation mode to see if any of your actions are worth adding to your current way of thinking. And grab a sheet of paper to write down your answers to the questions below.

To begin your project, you might have had pictures in your mind’s eye as you played with ideas. Maybe you made some sketches. Or just trialed different things knowing you’d fail a few times. You probably sat quietly to think and let your mind explore possibilities from all sides. Is this the right angle? What will adding this color do?

Notice how you’re thinking, how the ideas are emerging. Are they similar to things you’ve done before? Wholly new? Do they have sound? Colors? Can you feel any of them? How many different versions are showing up? How do you know which ideas are ‘good’ or relevant, which won’t work? How many different things did you come up with? How many of these did you try? How did you choose which ones were ‘good’ and which were ‘bad’? How did you notice what you needed to alter – did you feel it? See it? When did you decide you needed some additional research? How did you know you were finished? Did you complete? Why? Why not?

Now, what’s different about the way you thought of those things vs the way you go about resolving a problem? Is there anything you can add to your daily choices that would expand what you notice? What you consider? What you do?

I believe that all of us could benefit from systems thinking for activities that demand we show up with minimal bias. Listening to strangers, or people not in our general life path (i.e. unhoused people; elderly people; disabled people) without bias or judgment. Recognizing a problem that needs resolution. Making life decisions that affect others.

Try it. You’ll expand your world.

____________________

Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com

Sharon Drew Morgen July 31st, 2023

Posted In: News

‘No Decision’ isn’t Indecision: people won’t buy until they’re buyers

I’ve been reading articles claiming a major impediment to closing sales is buyer’s ‘indecision’. But is non-buying called ‘indecision’ because people aren’t responding according to a seller’s expectations? Why is an entire field built upon persuading Others to act as per the needs of a stranger who has no understanding of the Other’s internal (and highly idiosyncratic) benchmarks?

Why do sellers think by ‘painting a compelling reason’ for prospects who have ‘cold feet’, or by providing a ‘burning platform’ to entice buying, they must get people to um, understand that ‘the pain of same is worse than the pain of change’? Why are the assumptions, the exhortations, based on what the seller wants? And, comically, on folks that aren’t self-identified buyers yet?

Why have sellers spent decades blaming people for not buying when they’ve ignored the processes that folks go through to bring in a new solution (so no cold feet, no laziness, no change avoidance)? After all, until they’re buyers the sales model is irrelevant for them – which explains (seller’s blame aside) the non-buying! They are not buyers yet!

SELLERS IGNORE RISKS TO STATUS QUO

I have more questions: Why is a non-purchase something to be managed by giving prospects jolts to take them beyond their alleged ‘laziness’ or ‘decision avoidance?’ What if people aren’t ‘lazy’ or ‘avoiding decisions’ but merely in a change/decision process the seller isn’t privy to?

What if the alleged ‘signs of indecision’ are a biased misreading of normal buy-in and change management practices that are not purchase-centered? What if people are NOT ‘avoiding change’ and don’t ‘prefer complacency’ or settle for ‘good enough?’

Why do sellers believe their jobs are to ‘break the gravitational pull’ and ‘beat the status quo’ rather than do something different to help them traverse their own unique decision process so they become buyers, so they understand the ‘cost’ involved with change, so everyone has bought in? Don’t sellers realize no one starts off wanting to buy anything, merely resolve a problem at the least ‘cost/risk’ to their system?

Do sellers even know what the status quo is – a unique mix of the unique people, policies, history, relationships, goals, job descriptions, etc. that make a culture operate successfully? And how, may I ask, with only ‘sales’ as their tool, would a seller know the risks to people and policies that must be managed for congruent change to happen within any unique status quo?

Why do sellers believe that prospects ‘wobble’, or ‘waiver’, or ‘back peddle’ when pushed for a close, when people (not even buyers yet!) are merely not finished getting buy-in, managing internal risks, trialing workarounds – or merely trying to get away from a pushy seller?

The term ‘decision avoidance’ has been around for decades. Sellers are warned they must ‘break the gravitational pull’ and ‘beat the status quo’. The ‘price’ issue has been an ongoing excuse. I even read this in an article recently (The Indecisive Buyer) on salesgravy.com:

“Why should anyone make a decision quickly if they don’t have to? More often than not, the buyers believe that by waiting, they will get a better deal. The salesperson will get scared and will think the only way to secure the sale is to offer a discount.”

Wait, what?

I think we should define sales as ‘A two-staged process involving facilitating the buying decision/change path, then placing solutions to those who become buyers’.

SALES ASSUMPTIONS ARE DISRESPECTFUL

There is profound disrespect inherent in all the above assumptions: Why is an entire industry so disrespectful, so eager to blame when the stubborn insistence on ONLY trying to sell (with no real knowledge as to what’s going on in the Other’s process) closes 5%, instead of recognizing that maybe something is wrong with the seller’s ‘need-focused’ assumption that there’s a ‘buyer’?

Indeed, decisions involving purchasing a solution only account for one third – the last third – of a buying decision. My clients, connecting first with Buying Facilitation® and a change facilitation focus that addresses the first two thirds of the change process, consistently close 40% against a sales-based control group that closes 5% with a ‘needs’ focus.

The very act of seeking those who seem (using biased thinking) to have a ‘need’ ignores 40% of those in process, and who will become buyers once they’re done. And as you’ll learn, it’s much, much more efficient to find prospects in the process of change than wrongly presume someone has a need and try try try to close.

And while I’m at it, why is it ok that the sales model carries an in-built, accepted, 95% failure rate? You wouldn’t even go to a hairdresser with a 95% failure rate! And an entire industry never considers that the outsized failure rate is a sign that just maybe the sales process is missing a few bits? Bits that could be discovered if they’d stop blaming people for not buying and instead look inward to recognize how they could be helping in a truly relevant way?

When I was a seller in corporate sales we said buyers were stupid. A favorite expression in the 80s and 90s was ‘buyers are liars’ (In 1992 David Sandler told me he was sorry he’d ever said that.). Sellers were told to be kind and charming, to make a personal connection, send out mass emails and play the percentages, get ‘through’ the gatekeeper. Anything to ‘get in front’ of that prospect! Anything! Assuming, of course, that once the prospect met the seller! Or heard about the product! they’d buy! Nope.

None, none of these silly excuses address what’s going on in the Buy Side!

WHEN DO PEOPLE BECOME BUYERS?

Have you ever considered that people aren’t buyers until certain benchmarks in their environment have been addressed? Sales professionals and marketers can facilitate these benchmarks. Just not with sales thinking.

The time it takes to figure out how to fix a problem in a way that causes the least risk to the system (AND there is buy-in, AND the ‘cost’ of a solution is lower than the ‘cost’ of maintaining the problem) is the length of the sales cycle. This is not indecision, a term used when

• the seller has determined a ‘need’,
• the seller believes a sale is imminent and has put the ‘prospect’ in their pipeline,
• a seller isn’t getting what s/he expects to occur,
• there’s no response to a pitch or marketing campaign,
• it’s taking ‘too long’ to close,
• the process involved in the prospect’s decision making is ignored.

Silence doesn’t mean back peddling, or complacency, or that a decision isn’t in progress. Someone recently asked me what to call people who haven’t yet become buyers. “People.” And People are who you’re blaming for not being buyers, people just trying to find excellence without disruption, without throwing the baby out with the bathwater. People who haven’t considered the option of buying anything. Yet.

People aren’t indecisive: they are going through a necessary, systemic process. It just doesn’t follow or heed the sales model. And until this change management process is complete, people will ignore sales outreach.

And yes, I recognize that the industry has used my concepts I developed 40 years ago of workarounds, buy-in, stakeholders, etc., and added them into the Sell Side, mentioning these points to would-be prospects and offering research on what Others have done to ‘beat the status quo.’

But as long as sellers continue to work in service of closing a sale instead of using a different thought process (and new skills, such as Facilitative Questions, listening for systems, etc.), with a goal to first facilitate systemic change, you’re still manipulating to get your own needs met. And people will resist you.

TWO-SIDED DATA SET

The sales model has no capability of understanding the idiosyncratic and complex issues people deal with to resolve a problem.

Potential buyers themselves have a confusing time trying to understand their full problem, something they cannot do until all the stakeholders have weighed in and the ‘cost’ of the risk involved is known. And sales folks NEVER speak with the entire set of stakeholders! (BTW using Buying Facilitation® you would!)

The truth is, using the just sales model, there is no way a seller can understand any of the challenges to change that prospective buyers face. It certainly does NOT help people assess the real risk to their system, even as they ‘paint a compelling picture of the pain of same’ with very very little real data. Not to mention actually believe they’re ‘smarter and more savvy than customers.’ (I actually heard a noted sales guru say this  recently.)

Obviously, telling prospects what other companies have done to manage risk, is just silly, and another form of push sales. With no knowledge of the intricacies of a specific culture, or how the identified problem got created or maintained, there is no credible data from others that will be applicable.

And people are NOT in pain! That’s a sales word to mitigate assumptions.

EXAMPLES OF RISK IN THE BUYING DECISION PROCESS

People don’t want to buy anything, merely resolve a problem at the least ‘cost’ (risk) to their system: the ‘cost’ of a possible solution must be equal to or less than the ‘cost’ of the problem.

The status quo is maintained ONLY when the ‘cost’ of change is recognized as being higher than the ‘cost’ of the problem. If you need to fire 8 people to buy a new piece of software, which carries the most risk?

I did a pilot Buying Facilitation® (a change facilitation model I invented when I realized, as a seller-turned-entrepreneur, that the problem was in the buying process) training for Proctor and Gamble years ago. It was highly, highly successful – a massive increase over the control group. But they couldn’t train the entire sales force because it would cost $3,000,000,000 to change (new trucks and faster robots to handle the higher volume of sales, global rollouts etc.) and take two years to recoup the cost.

I did a BF pilot for Boston Scientific. Again, the pilot was massively more successful than the control group, but they thought the model was too controversial and disruptive: they’d need to change their marketing, follow-up, and customer service practices to employ it.

The pilot at Safelight Auto Glass was also highly successful. The reps made more money, closed more sales, faster. But the reps – hired to go out daily and deliver donuts (True story) as part of their ‘relationship management’ – all submitted their resignations en mass, a month after the course because they WANTED to be out in the field delivering donuts!

From the sales side, none of those stories make sense. But from the Buy Side, the cost of change was too high. They ‘needed’ my solution; they loved me and Buying Facilitation®; the companies understood that with Buying Facilitation® they made more money – a lot more money. The risk, the cost, the disruption, was too high. Nothing to do with need.

EXCUSES WHY BUYERS DON’T CLOSE

During the 43 years I’ve been teaching my Buying Facilitation® model I’ve heard bazillions of excuses that blame buyers, all from the Sell Side. But it doesn’t need to be this way.

See, buyers must do this anyway, with you or without you. By using only the sales model, you can only sell to those who show up as buyers. By adding change facilitation, you can enter at the beginning, facilitate them (with a change/leadership lens NOT a solution-placement lens) through to being ready to buy, THEN sell to people who are real buyers.

And with a change facilitator’s hat on, you can easily discover would-be buyers ON THE FIRST CALL that you can’t do with a sales hat on.

With my 7 books and hundreds of articles on facilitating buying, I’ve been describing how buyers buy, including recent articles on the Buy Side vs the Sell Side, and buyING vs BuyERS.

THE 13 STAGES OF THE BUYING DECISION PROCESS

There are two elements to the buying process:

1. The change management end – where potential buyers reside and standard sales outreach doesn’t reach (they’re not self-identified as buyers yet);
2. The purchasing end.

Sales does a great job with #2. By ignoring #1, you’re left pushing to ‘overcome indecision.’ But there’s no indecision: they’re just not ready yet.

Let me explain what’s going on. Decisions, including a buying decision, are just not so simple as weighting options. It’s about risk to the culture, the environment, the people, the norms, the jobs – the status quo. Risk avoidance (or maintaining Systems Congruence as systems thinkers call it) is a vital component of all decision making.

For our purposes, let’s call this change management process a buyING process. It includes 13 stages (written about extensively in my book Dirty Little Secrets):

1. Idea stage: Is there a problem? Who needs to be involved to gather the full fact pattern?
2. Brainstorming stage: Idea discussed broadly with colleagues.
3. Initial discussion stage: Initial group of chosen colleagues discuss the problem to gather full fact pattern: how it got created/maintained; posit who to include on Buying Decision Team; consider possible fixes and fallout. Action groups formed to bring ideas for possible workarounds to next meeting. Invites for new, overlooked stakeholders to join.
4. Contemplation stage: Workarounds (previous vendors, inhouse solutions) discussed for efficacy. People who will touch a solution to discuss their concerns to engage before they resist. More research necessary on possible solutions, ways to determine viable workarounds.
5. Organization stage: Group gathers research to discuss upsides and downsides of workarounds. Viability of workarounds determined.
6. Change management stage: If workarounds acceptable, group goes forward to plan to implement. If workarounds deemed unacceptable, group begins to consider downsides of external solutions: the ‘cost’(risk) of change, the ‘cost’ of a fix, the ‘cost’ of staying the same, and how much disruption is acceptable. Broad research for next meeting on solutions that might meet the criteria and ‘cost’ minimal disruption.
7. Coordination stage: Dedicated discussions on research in re risk factors, buy-in issues, resistance. Delineate everyone’s thoughts re goals, acceptable risks, job changes, and change capacity. Must consider: workaround vs purchase vs status quo; decide on partial fix vs complete fix; decide on time criteria. Folks with resistance must be heard and group to decide how to include and dismantle resistance. Specific research to be assigned based on decisions reached. Discussions on next steps.
8. Research stage: Discussion on research that’s brought in for each possible solution. Who is onboard with risk? How will change be managed with each possible solution? To include: downsides per type of solution, possibilities, outcomes, problems, management considerations, changes in policy, job description changes, HR issues, etc. and how these will be mitigated if purchase to be made – or discussion around maintaining the status quo instead of resolving the problem at all (i.e. cost too high). If a purchase is preferred option, list of possible types of solutions to purchase now defined; research for each to be ready for next meeting.
9. Consensus stage: Known risks, change management procedures, buy-in and consensus necessary for each possibility. Buying Decision Team makes final choices: specific products and possible vendors are named. Criteria set for solution choice.
10. Action stage: Responsibilities apportioned to manage the specifics of Step 9. Calls made to several vendors for interviews, presentations, and data gathering. Agreed-upon criteria applied with each vendor.
11. Second brainstorming stage: Buying Decision Team discusses results of calls and interviews with vendors and partners, and fallout/benefits of each. Favored vendors pitched by team members among themselves, and then called for follow on meetings.
12. Choice stage: New solution/vendor agreed on. Change management issues that need to be managed are delineated and put in place. Leadership initiatives prepared to avoid disruption.
13. Implementation stage: Vendor contacted. Purchase made. Implement and follow on.

These comprise the complete decision path that everyone goes through before self-identifying as buyers. Notice they don’t begin considering buying until Stage 9 when they have their ducks in a row! Until then they’re only people trying to fix a problem at the least risk to the system. 40% of these people will be buyers once they complete their process.

Until then they’re merely People trying to solve a problem! The sales model is useless here! And there is no indecision.

SELLING IGNORES BUYING

Sales don’t close because of sales process only attracts the low hanging fruit who have completed their stages and show up as self-identified buyers. A buying decision starts of as systemic:

• Until everyone (all stakeholders who touch the current problem that needs resolving) adds their thoughts into the mix there is no way to fully understand the problem (and it follows, no way to consider a possible resolution). Sometimes it takes a period of time to recognize the full set of stakeholders. It’s certainly not as simple as it seems. Must they include ‘Joe in Accounting’? HR? Often stakeholders show up late in the decision process and the entire process must start from the beginning or face irreparable disruption.
• Until all workarounds are tried, until old vendors, other departments, friends and referrals are found and studied, outside solutions (i.e. purchases) will not be considered regardless of need or the efficacy of a specific solution. Any marketing materials or sales discussions will be ignored until internal fixes are found to not be viable.
• Until the full ‘cost’ (risk) of a proposed fix is understood and found to be less than the ‘cost’ of maintaining the status quo (i.e. cheaper than dealing with the originating problem), no action will be taken; the risk of disrupting the system is too great.
• Until the ‘cost’ is deemed manageable, AND the full set of stakeholders who will touch the final solution is on board, AND the team buys-in to any change involved, there will be no purchase and the status quo will be maintained.

And there can be no decision to purchase anything until completed.

NO ONE WANTS TO BUY ANYTHING

I’ve taught 100,000 clients Buying Facilitation® to use as a front end to sales. With specific questions (I invented a new form of question for this) we seek folks going through change in the area my solution supports – those who WILL become buyers instead of seeking those who have already self-identified and can use your website to get what they need.

No, you can’t use the sales model for this. Yes, you’ll need an additional tool kit; Buying Facilitation® uses Facilitative Questions, systems listening, the steps of change, and a commitment to facilitating systemic change before trying to sell anything. Read dozens of articles I’ve written on the subject.

Maybe it’s time to make Buying Facilitation® your new new thing, put the onus of blame on the restrictive sales model, and go beyond merely placing solutions – and actually sell more. This is what people REALLY need help with! They know how to find you, and how to buy once they get there. Help them get there.

Remember: you have nothing to sell if there is no one to buy.

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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen June 12th, 2023

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