Alexa, Siri, Google, AI, and all programs that answer questions have mechanisms that determine the answers. If you’re like me, you largely assume they’re accurate, without knowing the reference material or checking further.
This sort of assumption is a normal reaction: in our daily lives we regularly pose questions to friends, colleagues, and clients about stuff we’re curious about, and receive responses we don’t check for accuracy or congruence.
But what is it, precisely, we’re assuming? I’d like to take a few moments and delve into the larger idea here: Have you ever wondered what a question actually is?
Conventionally, questions are posed to elicit a response, to gather data from a Responder, like “How many children do you have?” or “Why are you doing that?” Parents and spouses sometimes use questions to point out insufficiencies or annoyances, as in “Didn’t you notice the dishes haven’t been done?”
Sometimes we use them rhetorically to demand fairness in the world, like in “Why is this happening to me??” Sometimes questions are posed to elicit a specific response so the Asker can cause the Responder to admit something, like “Don’t you think there are better ways to do that?” Sometimes questions are deemed ‘closed’, like in, “What time is dinner?” Sometimes they’re ‘open’, like in, “What do you want to eat?”
But there is a unifying feature to all standard questions: they’re biased by the needs, words, and goals of the Asker. More specifically, questions:
Of course, most of the time, conventional questions work just fine. How else could we find out how many acres there are at Machu Picchu, or which movie our spouse wants to see?
But I believe we are underutilizing questions. I believe it’s possible for questions to serve a higher purpose – to collect accurate data, of course, but also to help others discover their own answers and path to decision making and change.
What if it were possible to use questions to actually lead people through their unconscious discovery process to uncover their own best answers – without any bias from the Asker?
WHAT QUESTIONS DO
There’s a reason questions don’t necessarily unearth accurate data. Using words uniquely chosen to represent the needs and curiosity – the bias – of the Asker, standard questions extract only a portion of the available responses stored unconsciously in a Responder’s brain. Indeed, standard questions can end up being misunderstood or interpreted badly. There are several reasons for this.
3. Biased question formulation: Askers use words meant to elicit good data for a specific goal and outcome, but may not obtain the best, accurate, or truthful, responses. Sadly, it’s possible that higher quality answers could have been retrieved with a different wording or intent.
4. Restriction: questions restrict answers to the boundaries of the question. We cannot uncover data we never asked for, even if it’s available. We cannot elicit accurate data if the question is heard differently than intended.
Are you getting the point here? Questions have so many in-built biases, get translated as so mysteriously within a Responder’s brain, that it’s a miracle people communicate at all.
This is especially disturbing in coaching, healthcare, and leadership situations. Well-meaning professionals believe the ‘right’ question will uncover a truth from a Responder. Every coach and leader I’ve met deeply believes in their own knack – ‘intuition’ – for posing the ‘right’ question because they have a history of similar situations.
Yet we all have examples where these assumptions have proven false. Sometimes the Influencer doesn’t trust the Other to have the ‘right’ opinions or ideas; sometimes they pose questions that elicit incorrect data, or worded in a way that unwittingly creates resistance.
Sadly, when Responders share answers that prove unhelpful or inaccurate, Influencers blame them for being non-compliant. And worse, patients end up keeping bad habits, clients end up not making needed changes, buyers end up not getting what they need.
A NEW FORM OF QUESTION
As someone who has thought deeply, and written, about the physiology of change and the neurology of decision making for decades, I began pondering this conundrum in the 1980s. I wondered if questions could be posed with no bias, no ego, no personal needs for a particular solution – only the trust that Others had their own answers and merely had to discover them inside themselves.
What if healthcare professionals asked questions that triggered patients to positive, immediate habit change, or coaches knew the exact questions that enabled new habit formation and behavior generation? What if scientists and consultants could elicit the most accurate information? And imagine if it were possible for questions to help sellers and advertisers actually inspire action to generate Buyer Readiness.
What if a question could be worded in a specific way to act as a GPS to lead a Responder through a sequence in their brain to make it possible to discover the full set of criteria to make a decision from and a permanent change without resistance?
FACILITATIVE QUESTIONS
I’ve invented a new form of question that addresses the above problems. But before I introduce it I’d like you to consider your own willingness to do go beyond your habitual questioning patterns: What would you need to know or believe differently to be willing to add a new skill to your toolkit? Because the hardest bit is to change the mindset of the questioner.
To achieve more consistent, helpful, and permanent results, Askers must begin by changing their criteria from having answers to being facilitators and trust that the Other has their own answers and not assume they possessed the solutions.
I actually thought about this for 10 years as I tried to figure out how words could uncover exactly where in the brain answers reside. I eventually came up with a new form of question I labeled a Facilitative Question. With a goal of helping Others consciously enter their unconscious brains, they use
Facilitative Questions (FQs) help Responders uncover their own criteria, beliefs, and mental models to find their own unique answers within their existing neural circuitry – great for permanent behavior change and decision making. With these questions, prospective buyers can be led through change and buying stages; coaching clients can discover their own path to resistance-free change; doctors can elicit behavior change in patients rather than push to try to cause change; and advertisers can trigger interactive responses to normally one-sided push messages.
Conventional questions keep Responders in a very small, idiosyncratic, and personal response range. And while the Asker is most likely attempting to elicit a response, they are out of control. FQs actually define the parameters and give Askers real control.
USES
Here’s a few industries that could benefit from FQs.
These can be used in advertising and marketing campaigns; healthcare apps that sit on top of Behavior Mod apps and facilitate new habit formation; AI where apps or robots need to understand the route to change and decision making. I’ve been teaching it in sales with my Buying Facilitation® model for 40 years and companies such as DuPont teach how to use them with farmers; Senior Partners at KPMG use it with client consulting; Safelight Auto Glass uses it to compete against other distributors; and Kaiser Permanente uses it to engage seniors needed supplemental insurance, to name a few.
If anyone would like to learn the HOW of formulating Facilitative Questions, I developed a primer in a FQ learning accelerator. Or we can work together to develop or test a new initiative. Given how broadly my own clients have used these questions, I’m eager to work with folks who seek to truly serve their client base.
By enabling Others to discover their own unconscious path we not only help them find their own best answers but act as Servant Leaders to decision making.
Should you wish to add the ability to use questions as a way to truly serve others, let me know.
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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 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 May 27th, 2024
Posted In: Communication
In the late 1970s, I approached my studies for an MSc in Health Sciences with an idealistic goal to create ways to promote wellness and prevent disease. Although life took me in a different direction, I’ve tried to stay caught up on healthcare.
Recently, I’ve noticed a committed effort in this country to assist the under-served: food services that offer nutritional training as an outpatient service in hospitals and training in healthy eating for patients; outpatient and home support for treatment and prevention for diabetes, obesity, heart disease, cancer sufferers; school lunches and Pre-K programs. I hadn’t been aware of the extent, or creativity, of the outreach of caregiving professionals. We’re on our way to understanding that prevention is preferable to treatment.
The bad news is that some easily treatable or preventable conditions (diabetes, heart conditions, cancer, obesity) are not garnering the necessary buy-in from patients to make the needed healthy choices.
With the best will in the world, providers – intent on designing outreach programs to encourage behavioral change and choice – are facing non-compliance: even with adequate funding, multi-faceted prevention services, and supervised support, patients are resisting and not adopting the necessary changes to generate long term health. What’s going on?
STATUS QUO
The problem is that the methods we’re using to inspire healthful behavior aren’t facilitating compliance. But with a shift in thinking, buy-in is achievable. It’s a belief-changing thing, not a behavior-change thing.
I’ll begin with a brief discussion of change and how we unwittingly fight to remain stable regardless of its (in)effectiveness. Buy-in is a change management problem.
We’re intelligent. We know smoking and sugar are bad, that exercise and fresh veggies are good, yet we continue to smoke and eat processed foods. We know that telling, advising, or offering ‘relevant’ and ‘rational’ information is largely ineffective and invokes resistance, yet we continue to tell, advise, and suggest, knowing that the odds of success are against us and blaming the Other for non-compliance.
When faced with the need to change, we tend to continue our current behaviors with just a few shifts, hoping we’ll get different results (Hello, Einstein.).
The problem is that change is a systems problem that demands buy-in from the very things that created the problem in the first place – much more intricate than knowing there’s a problem.
Let’s look at the problem by understanding why people keep doing what they do. I’ll be discussing this in terms of systems.
For those interested in a deeper discussion, I’ve broken down change and decision making from the brain in my new book HOW? Generating new neural circuits for learning, behavior change, and decision making.
OUR STATUS QUO LIKES STABILITY
Each person, each family (everyone, actually), is a system of rules and goals, beliefs and values, history and foundational norms often called our Mental Models our status quo. It represents who we are and the organizing principles that we wake up with every morning; it’s habitual, normalized, accepted, and replicated day after day – including what created the identified problem to begin with – with the problems baked in. Unfortunately our automatic patterns cause us to keep doing what we’ve always done and has become comfortable.
Any proposed change challenges the status quo and invites risk and possible disruption. When a problem shows up, diabetes for example, the patient has a dilemma: either continue their comfortable patterns and be assured of a continued problem, or dismantle the status quo and risk disruption with unknowable consequences.
How does she get up every day if she needs to eat differently and must convince her family that the food they’ve been eating for generations isn’t healthy? How does she avoid dessert when the family is celebrating? And the family’s favorite recipe is her cookies!
Change means the status quo has to reconfigure itself around new/different/unknown rules, beliefs, and outcomes to become something that can maintain itself with the ‘new’ as normalized. Because – and this is important to understand – until people and their unconscious norms
they will not change, regardless of its efficacy of the value of the solution.
In other words, until or unless someone understands their risk of change, AND are willing/able to do the deeply internal work of designing new habits, beliefs, and goals, AND manage any fallout, people will not change regardless of their need or the efficacy of your solution.
UNCONSCIOUS PATTERNS HARD TO NOTICE
Why isn’t a rational argument, or an obvious problem, enough to inspire behavior change? Because we’re dealing with long-held and largely unconscious patterns, habits, and normalized activities and beliefs that become part of our neural circuitry. And because we’re trying to push change from the outside – usually through information, advice, and activities – before the system has figured out how to change in the least risky way.
Rational argument is ignored because our unconscious fights to maintain the status quo: we’ve been ‘like this’ for so long and it’s been ‘good enough’ to keep us stable. Change must be agreed to from our deepest norms before being willing to change behaviors. And until then, we can’t even accurately hear incoming data if it runs counter to our beliefs.
THE INTRICACY OF BUY-IN
Change is a belief change issue. By focusing on behavior change before facilitating belief change, we’re putting our status quo at risk. Let’s look at what a behavior is.
Behaviors are merely the expression – the representation, the output – of our beliefs. Think of it this way: behaviors express our beliefs much like the output of a software program is a result of the coding in the programming. To change the output, you don’t start by changing the functionality; you first change the coding which automatically changes the functionality. Like a dummy terminal, our behaviors only represent our internal programming.
WHY PROFESSIONALS DON’T PROMOTE CHANGE
How does this all apply to Healthcare? Our current healthcare system considers providers to be experts with the ‘right’ answers. Providers wrongly believe that if they share, advise, gather, or promote the right information with rational reasons why change is necessary, Others will comply. But our patients and clients
Because of their history, because brains often mistranslate incoming words, because the new may negatively touch their beliefs – for any number of reasons – information ‘in’ without systemic change may not prompt a hoped-for response.
So how can we effect compliance if offering information or diets or exercise programs, for example, isn’t effective?
PEOPLE CAN ONLY CHANGE THEMSELVES
Start by recognizing that people must change themselves. Instead of seeking better and better ways to offer advice (and getting rejected and ignored), we must help people make their own discoveries and systemic changes.
Here are some ways you can enter a change conversation to enable buy-in and avoid resistance:
Here are some examples of how I’ve added Change Facilitation to elements of health care in a way that promotes belief change first, ideas that might inspire you to think differently:
Intake forms: instead of merely gathering the data you think you need (which you’ve inadvertently biased), why not enlist patient buy-in at the earliest opportunity? It’s possible to add a few Facilitative Questions (I developed a form of question that enables unbiased systemic change and decision making and eschews information gathering. See examples below.) to your forms to start the patient off recognizing you, and including you, as a partner at the very beginning of your relationship and their route to healthful choices:
We are committed to helping you achieve the goals you want to achieve. What would you need to see from us to help you down your path to health? What could we do from our end that would best enable you to make whatever changes you might want to make?
Group prevention/treatment: instead of starting off by sharing new food or exercise plans, let’s add some change management skills to the goals of the group. By giving them direction around facilitating each other’s change issues, you can enable the group to discuss potential fallout to any proposed change, determine what change would look like, and begin discussions on how to approach each aspect of risk together to recognize different paths to success. Then the whole group can support each other’s different paths to success:
As we form this group, what would we all need to believe to incorporate everyone’s needs into our goals? If there are different goals and needs, how do we best support each other to ensure we each achieve our goals?
Doctor/patient communication: instead of a medical person offering ideas or information, make sure you achieve buy-in for change first. This encourages a patient to self-examine their unconscious behaviors while trusting the provider.
It seems you are suffering from diabetes. We’ve got nutritional programs, group support, book recommendations. But I’d first like to help you determine what health means for you. How will you know when it’s time to consider shifting some of your health choices to open up a possibility of treating your diabetes in a way that doesn’t diminish your lifestyle?
A healthy patient, or any desire to change in a way that benefits a more balanced life, is the goal. Be willing to enable change and compliance, rather than attempt to manage it, influence it, or control it. I’ve got some articles on these topics if you wish further reading: Practical Decision Making; Questioning Questions; Trust – what is it and how to initiate it; Resistance to Guidance; Influencers vs Facilitators.
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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 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 May 6th, 2024
Posted In: Change Management
Have you ever realized that people don’t always hear each other accurately? The problem is not that we don’t hear their words accurately; the problem is in the interpretation. Our brain gets in the way.
During the listening process, our brains arbitrarily filter out, or reconfigure incoming sound vibrations, turn what’s left into electrochemical signals, then dispatch them to existing circuits for translation where further deletions occur. This process ensures whatever was said matches something our brains are more familiar with – not necessarily what the speaker intended, and potentially biased.
Given that all filtering is electrochemical, and the signals (once words) are sent via neurotransmitters, the listening process is unconscious, physiological, mechanical and meaningless. By the time our brain translates incoming content into meaning, we have absolutely no idea if what we think we’ve heard is accurate.
The net-net is: we might ‘hear’ specific words accurately but our brain doesn’t interpret them as per the intent of the Speaker. With this in mind, I define listening thus:
Listening is an automatic, electrochemical, biological, mechanical, and physiological process during which spoken words, as meaningless puffs of air, eventually get translated into meaning by our existing neural circuitry, leaving us to understand some unknown fraction of what’s been said – and even this is biased by our existing knowledge.
Obviously, what we think was said is not necessarily accurate – and we don’t know the difference. So if I say ABC and your brain tells you I’ve said ABL, you not only have no way of knowing that you’ve not understood my intended message, but you’re thoroughly convinced you heard what I ‘said’. Obviously, this interpretation process puts relationships and communication at risk.
This is especially annoying in sales. When sellers pose questions to prospects to know what, how, when, or if to make a pitch, neither the seller nor prospect can be assured they’ve accurately heard the other.
CASE STUDY OF PARTNERSHIP LOST
Here’s a great example of how I lost a business partner due to the way his brain ‘heard’ me. While at a meeting with co-directors of a company to discuss possible partnering, there was some confusion on one of the minor topics:
John: No, SDM, you said X.
SDM: Actually I said Y and that’s quite a bit different.
John: You did NOT SAY Y. I heard you say X!!!
Margaret: I was sitting here, John. She actually did say Y. She said it clearly.
John: You’re BOTH crazy! I KNOW WHAT I HEARD! and he stomped out of the room. [End of partnership.]
Given we naturally respond according to what we think we heard rather than what’s meant, how, then, do we accurately hear what others mean to convey? Maintain relationships? Respond appropriately? I found the topic so interesting that I wrote a book on the gap between what’s said and what’s heard, the different ways our brains filter what’s been said (triggers, assumptions, biases, etc.), and how to supersede our brain to hear accurately.
But there are ways we can alleviate the problem.
CASE STUDIES OF PROSPECTS LOST
When we enter conversations with a preset agenda, we’re unconsciously telling our brain to ignore whatever doesn’t fit. So when sellers listen only for ‘need’ they miss important clues that might exclude or enlist our Communication Partner as a prospect. A coaching client of mine had this conversation:
Seller: Hi. I’m Paul, from XXX. This is a sales call. I’m selling insurance. Is this a good time to speak?
Buyer: No. it’s a horrible time. It’s end of year and I’m swamped. Call back next week and I’ll have time.
Seller:ok.iwanttotellyouaboutourspecialsthatmightsuityourbusinessandmakeyoumorerevenue.
And the prospect hung up on him. Because the Seller was initially respectful of the prospect’s time, they were willing to speak but lost interest when the Seller tried to pitch. As I was training the Seller on Buying Facilitation® that advocates facilitating decision making before pitching, I was quite surprised:
SDM: What happened? He told you he’d speak next week. Why did you go right into trying to sell something? You know to first facilitate the Buy Side before attempting to sell anything. And why did you speak so quickly?
Paul: He had enough time to answer the phone, so I figured I’d try to snag him into being interested. I spoke fast cuz I was trying to respect his time.
Obviously not a way to sell anything. Here is another example. Halfway into a sales call in which my client was facilitating a prospect through his 13 step Buying Decision Journey, and just as the prospect was beginning to recognize needs and was beginning to trust him, he blew it by making a pitch at the wrong time.
Prospect: Well, we don’t have a CRM system that operates as efficiently as we would like, but our tech guys are scheduled 3 years out and our outsourcing group’s not available for another year. So we’ve created some workarounds for now.
Seller: I’d love to stop by and show you some of the features of our new CRM technology. I’m sure you’ll find it very efficient.
And that was the end of the conversation. By hearing his prospect’s intent he might have said this and become part of their Buying Decision Team:
Wow. Sounds like a difficult situation. We’ve got a pretty efficient technology that might work for you, but obviously now isn’t the time. How would you like to stay in touch so we can speak when it’s closer to the time? Or maybe take a look at adding some resource that might alleviate your current situation a bit while we wait?
By hearing and respecting the prospect’s status quo the seller might have opened up a possibility where none existed before.
Unfortunately, in both instances, the sellers only listened for what they wanted to hear, and misinterpreted what was meant to meet their own agenda at the cost of facilitating a real prospect through to a buying decision. But there are ways to increase our ability to hear prospects.
WAYS TO INCREASE ACCURACY
We restrict possibilities when we enter calls with an agenda. We:
Here is a short list of ways to alleviate this problem (and take a look at What? for more situations and ideas):
Prospects are those who will buy, not those who should buy. Enter each call to form a collaboration in which together you can hear each other and become creative. Stop trying to qualify in terms of what you sell. You’re missing opportunities and limiting what’s possible.
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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 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 April 22nd, 2024
When I coined the term Buying Process in 1987 I was describing the change management steps people take between having a problem, going through their change/risk management decision issues, and finally self-identifying as buyers. In other words, the Buy Side.
Sadly, in the intervening years the sales industry has (mis)translated the term to refer to how people choose a solution (the Sell Side).
The Buy Side and Sell Side are wholly different: one manages risk; one sells solutions. They have different goals and journeys: before self-identifying as buyers, people/groups must assemble stakeholders, try workarounds, figure out the risk of disruption and get buy in (Buy Side); to make a purchase (Sell Side) self-identified buyers must figure out how, when and if to choose a product and make a purchase.
Buying is a change management problem (Buy Side) before it’s a solution choice (Sell Side) issue. When both are addressed it’s possible to both find and facilitate folks who WILL become buyers (the Buy Side) and help the now-self-identified buyers choose their solutions (the Sell Side).
By overlooking facilitating the (Buy Side) Buying Process; by narrowing the search for buyers to those who’ll listen to product details or seem to have a ‘need’ (the Sell Side); by ignoring what folks must handle on the Buy Side; the sales industry overlooks the 80% of potential buyers who could use help figuring out the many hidden elements that might cause risk before they self-identify as buyers. And while sellers focus on finding folks with ‘need’, they’re wasting an opportunity to prospect for folks in the process of figuring it all out and helping then where they need help. After all, they can’t define their real needs until they do. Nor do they consider themselves ‘buyers’ yet.
As a result, sales closes a small fraction of possible buyers, not to mention having a longer-than-necessary sales cycle as prospects address their internal issues privately. I believe the field is using the wrong metric and chasing the wrong target (‘Need’). Not to mention selling doesn’t cause buying.
When the focus of a conversation is to sell, even when mentioning tasks prospects should be handling, the goal and focus of the query is still selling, skewering the conversation to the Sell Side and wholly ignoring the Buy Side – certainly not providing the real help buyers could need help with. In fact, long sales cycles are the result of the current sales model.
To actually enter and serve the Buy Side, the goals and skills are vastly different: sellers actually become consultants first before trying to place their solutions. This not only closes 6x more sales in half the time, but it takes sales out of the transaction business into a relevant, necessary profession.
LOOKING FOR PROSPECTS IN THE WRONG PLACE
Buyers aren’t where sellers are looking for them. It’s like that old joke about folks looking for lost keys where the light is instead of where they lost them. Sure, sales continues to find new and better ways to push solutions. But that’s not where or how people buy these days, especially with layers of decision teams and risks.
People become buyers when they have no other choice AND have buy-in for change AND can tolerate the risk of doing something different (a purchase); if the risk (the disruption, the change involved with bringing in something new/different) is too high they’ll stay the same regardless of need.
Here’s one of my Morgenisms: People don’t want to buy anything, merely resolve a problem at the least cost to the system.
Selling and buying require two different sets of actions. By only focusing on one portion of the Buying Decision Process, sales overlooks the vast numbers of not-yet-self-identified buyers who really need help figuring out how to resolve a problem with minimal risk given their unique systemic change issues.
But the approach to facilitating the Buy Side Buying Process isn’t through any content details or presentation, needs assessments, or qualifying strategies used when selling a solution. Facilitating a buying decision (Buying Facilitation®) begins by seeking folks with need. Sellers should begin by seeking out folks trying to fix a problem their solution can resolve: before folks even understand their need they must know the full fact pattern they must address – the very reason sellers who enter too early believe their prospects don’t understand their problem. And sellers aren’t helping them.
A ‘NEED’ FOCUS CAUSES FAILURE
Let’s think about ‘need’ for a moment, and why this is a flawed indicator of a buyer. Do you need to stop watching so much TV and exercise more? Do you need to shed 10 pounds? Do you need to be kinder to your employees? See? Need is NOT the measure used by folks who will become buyers! Your 5% close rate should tell you something is wrong. People buy when
Here’s why a ‘need’ focus causes sales to fail:
o What ‘weight’ did the folks in the meeting have on the final decision team?
o How many folks needed your solution but wouldn’t take a meeting?
o Who took the meeting and why? Have they tried workarounds yet?
o What will they use your presentation content for?
o Where are they in their Buy Side Buying Process?
o When you facilitate folks through their complete change process (Buy Side Buying Process), you’ll help them discover who to assemble, how to find workarounds to try, and how to assess risk and manage buy in according to their unique environments. THEN they all want to meet with you and bring 10 people to the meeting.
o Your questions are biased according to what you think would make them a prospect, hence miss the underlying (systemic) reasons they haven’t resolved the problem yet and where they really need your help and your differentiation point.
o Facilitative Questions help them uncover their own idiosyncratic route to a problem resolution and buy in without bias.
o Your ‘need’ focus causes you to assume far, far more people are prospects and you spend large amounts of time chasing folks who will never buy. Remember: People cannot buy unless they understand the risk of change. It’s not about their problem or the efficacy of your solution.
o It’s possible someone is speaking with you only because she’s the only one who wants change and using your call to collect data points.
o When you only seek need, you really have no idea of the accuracy of the person’s answers, or their reason to speak with you.
o When you only seek need, you miss people doing their discovery and not yet ready to self-identify as buyers.
o When you only seek need, you don’t understand the entire fact pattern the problem sits in and don’t recognize folks who could never buy.
o Has he been directed to contact vendors because the team is ready to choose? or just doing research? Has the whole team self-identified as buyers?
o By assuming folks talk to you because they have a ‘need’ you’re overlooking the systems/change management issues that must be resolved before they’re even buyers and wasting a lot of time pushing products they can’t buy.
o By assuming folks have a need, you’re restricting your close rate to 5% and wasting 95% of your time.
o Have they assembled all (ALL) the stakeholders? Know the full fact pattern of the problem (only happens toward the end of the Buying Process when all factors are discernable)? Have they tried workarounds? Do they know the type of risk they face if they purchase? Do the stakeholders buy in to the risk?
o Until or unless they’ve gone through all change management stages (i.e. the Buy Side Buying Process), they are not buyers, regardless of what you think they need.
The sales model is so focused on placing solutions, on sharing information sellers believe prospects need to hear, that they miss the real Buying Decision Path: just because you think they have a ‘need’ doesn’t mean they’re ready willing or able to buy.
Remember: Selling doesn’t cause buying.
STEPS TO BUYING ARE CHANGE MANAGEMENT BASED
Until they realize they cannot fix the problem themselves AND everyone recognizes that the cost of the fix is less than the cost of staying the same, they will not, cannot, buy. And when you don’t hear back, they’re not facing indecision: they’re merely involved in their change management process and not yet buyers. And unless the risk of the change is less than the cost of staying the same, they’d rather stay the same and avoid the disruption.
Sellers can help would-be buyers traverse their decision path – their Buy Side Buying Process – BEFORE trying to sell them anything and help them become buyers very quickly. After all, they must do this anyway, with or without you: until they accept the risk that a new solution brings, they aren’t buyers anyway. That leaves you selling to the low hanging fruit (the 5%) rather than helping the 80% manage their Buy Side decision process.
Before considering themselves buyers, all people must mitigate the steps between problem recognition and risk management. Until people manage their front-end change management piece (the first 9 steps of a 13 step change process, or, um, Buying Process) they ARE NOT BUYERS and will ignore any attempt at being sold to!
The sales industry must shift their thinking to facilitate the Buy Side as a precursor to selling. I know the field has recognized the need to do so, but uses the same tools and Sell-Side thinking to try to get there!
SELLING DOESN’T CAUSE BUYING
Buying is risk management. Selling is product placement – two different sets of things to handle for two different sets of problems.
Facilitating people through their discovery of risk is not based on a solution, or need, or features and functions, but on a different metric entirely: neither the sales model nor the solutions themselves can help with the Buy Side Buying Process. Buying is first about change:
Buying represents change in the underlying system that includes people, policies, initiatives, jobs, budgets etc.
Change represents disruption. It must be addressed and bought into by everyone it will disrupt.
A purchase represents an unknowable risk to the system.
And sellers, as outsiders, cannot ever understand what their idiosyncratic issues are.
I’ve written extensively on this for decades. Terms that I’ve coined as part of the Buy Side Buying Process (‘stakeholders’ buy cycle, buying patterns, buyer’s journey, ‘workarounds’ ‘Buying Decision Team’) have been mistranslated, and now endemic in the sales vocabulary as part of the Sell Side. Buying Facilitation® finds those on route to becoming buyers and leads them through their change steps.
BUYING FACILITATION® FOR THE BUY SIDE
When I started up my tech company in 1983 and became a buyer after being a very successful seller, I realized the problem with sales: as an entrepreneur with problems to solve, I didn’t even think of making a purchase until I assembled the full set of stakeholders and knew the full fact pattern, tried everything familiar to fix it, and understood the disruption an external solution would cause.
I invented Buying Facilitation® to facilitate folks through their change management steps on route to becoming real buyers. It works WITH sales but isn’t sales. It’s change based, not product sell based. In my Buying Facilitation® training programs I teach how to facilitate change as the precursor to selling. Participants close 40% against their control groups that close (on average) 5.4%. When I trained my own sellers to find folks on route to change, our closed business improved by a factor of eight.
Buying Facilitation® uses wholly different tools and goals, starting with prospecting for people seeking to resolve a problem – people in their Buying Process – that the seller’s solution can resolve. It includes:
Buying Facilitation® finds people on route to becoming buyers ON THE FIRST CALL when your goal is to find folks changing in the area you solution can serve. It’s a generic change facilitation model used also by coaches and leadership. It has nothing to do with buying or selling per se. And yet it facilitates real change.
Below I’ve included a few articles I’ve written on the subject. Go to www.sharon-drew.com, read the section Helping Buyers Buy, and go to the categories Sales, Buying Facilitation® in my blog section and start reading. Then call me. I’ll teach you.
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‘No Decision’ is not Indecision
What is Buying Facilitation® and What Sales Problem Does it Solve
The Real Buyer’s Journey: the reason selling doesn’t cause buying
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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 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 April 20th, 2024
Posted In: News
Have you ever wondered why folks who take training don’t retain the new knowledge? According to Harvard studies, training fails 90% of the time. Surely students want to learn, trainers are dedicated professionals, and the content is important. But the problem goes beyond the students, the motivation, the trainer, or the material being trained.
I suggest it’s a brain change issue: current training models, while certainly dedicated to imparting knowledge in creative, constructive ways, may not be developing the necessary neural circuitry for Learners to fully comprehend, retain, or retrieve the new information.
As an original thinker who’s been inventing systemic brain change models for decades, I’ve developed a Learning Facilitation model that separates the brain from the mind as the central training element to generate new neural circuits that will translate, understand, retain, and act on, the new knowledge.
I’m presenting Learning Facilitation at the Learning Ideas Conference in New York in June. For folks interested in learning a new training approach that offers brain training before mind/content training, here’s an abstract of the paper I’ve submitted to the conference and a link to the actual paper.
Link to paper: https://bit.ly/3vErBjm
Design Training to Enable Neural Circuits to Accept and Retain New Learning Without Resistance, by Sharon-Drew Morgen
Abstract. Standard training assumes that the right information presented and practiced in the right way will cause a Learner to understand, use, and retain it. But without first generating a home in the brain for the information to be triggered, Learners may not retain it, resulting in a 90% fail rate.
Learning occurs only when Learners have the requisite neural circuitry to translate the incoming content into action. In other words, training must include circuit generation before offering new information or it might not be understood or retained.
This paper introduces a brain-change learning approach that separates the mind from the brain to first enable students to generate new neural circuits to house the new content. It explains why current training models don’t enable Learners to form new circuits; how brains ‘listen’; how new neural circuits get generated; how to set up a room, instruct, and design exercises that work directly with a learner’s brain and eschew their mind (initially), before the new content is taught.
This training model has been used successfully in global corporations with 100,000 learners who, on follow-up, retained their knowledge for decades.
Link to paper: https://bit.ly/3vErBjm
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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 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 April 15th, 2024
Posted In: News
There’s been so much written extolling the uses of AI. Certainly, it’s exciting – filled with possibility and mystery, similar to the early days of the World Wide Web. With possible uses as chatbots to serve customers, an illustrator to develop visuals, a content-creation tool for sales and marketing, a facial recognition tool for customer protection, it’s possible to become our future, now.
Everyone is excited, tempted by the seemingly infinite possibilities. But should companies adopt it? What use cases would work best? Are we set up to manage data breaches or operations breakdowns? Are our stakeholders equipped to handle measurement and oversight?
Certainly consultants have shown up in droves to help companies use, implement, and govern AI. But I think those concerns are premature. The question becomes: how do we determine the risks? And if we know precisely what they are and we’re willing to accept them, are we set up well-enough to resolve them? Unfortunately, there’s no way to know what we don’t know when we begin.
Although there are many types and forms of AI, all represent some form of unknowable risk that must be managed before a decision to adopt the new capabilities:
– What are the types of risks involved?
– Who to include in decision making?
– Who will implement, govern, and maintain over time?
– What if customers lose trust in the company because of the inherent biases?
– Who will design, program, and implement?
– What will be the ‘cost’ – in money, resource, market share, personnel, loss of trust, governance? How do we know it’s worth it…before we begin?
– What’s the legal liability? How to manage, govern, and assess data accuracy, privacy, cybersecurity, misinformation management?
These are just a few of the risks. (See this paper for an exhaustive list of risks: https://www.energy.gov/ai/doe-ai-risk-management-playbook-airmp)
Until the ‘costs’ of bringing AI into a company are identified and accepted, the risks of adoption won’t be known until implementation:
it may not be the right time to adopt it. So how will we know the risks before we make costly decisions? The simple answer is, we won’t.
NEEDS ASSESSMENT
I suggest that before deciding whether to bring AI onboard, which form or technology to choose, who will develop and implement, how to manage the cyber risks or deciding which is your best use case, I suggest you set up a structure to organize around shared risk.
Make sure that everyone who will touch the new capability is part of the solution or they’ll end up as part of the problem: they must have some voice in the final decisions, be aware of the risks to them and their jobs, and be willing to accept responsibility if the risks become problematic.
Begin by assembling a full set of representative viewpoints to gather data concerning team- or company-wide needs to assess if AI would be the best solution to some existing problems. Remember: without stakeholder buy-in for a use case, or teams in place for ongoing oversight, you’ll face the risk of resistance to add to the pile of other dangers.
Here are some questions to consider to help you decide:
Ultimately, although AI is ‘technology’, it’s a people problem. There must be broad agreement to generate a new offering or fix an unresolved problem with AI. And everyone must know what would change daily for them. Because of the security risks, operation breakdowns, data privacy and misinformation issues; due to the risks to daily work routines, potential job loses, corporate trust erosion, legal, and governance costs it’s a decision that goes beyond the tech folks or leaders.
MANAGING THE RISK
Take heart! There are markers that can help minimize the risk. I suggest companies address the following:
o Customer ease/use
o Implementation – internal or external
o Job loss
o Ethics
o Privacy, cyber security, verification
o National, corporate regulations and governance
o Resource expenditure, cost of possible upheaval
o Changes to corporate messaging
o Etc. [Unique criteria to be decided within each company.
Net net, without understanding and addressing the full set of risks involved with implementing the new, without having teams to give attention to the greatest risks as they appear, without legal, governance and measurement protections, unless there is broad stakeholder buy-in, the cost of adoption may be too high. AI is a great addition to a world of choice and possibility. But without managing the corporate risks, the downsides might outweigh the benefits.
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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 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 April 8th, 2024
Posted In: News

I live on a floating home on the Columbia River, north Portland, OR, with an intimate connection to the river. I have three decks – one on the river side and two on the ‘lagoon’ side – from which I launch my kayak, welcome friends with boats, share a beer or two with visitors, sit and meditate in the early morning, swim.
My house has twenty 5’ tall windows that admit the light reflecting off the water year-round, so regardless of the season (the weather being unpredictable here in the Pacific Northwest), I have light all around me.
The weather is certainly a factor in our daily lives. Temperatures generally range from 40-80, with drizzle and rain much of December through March and occasional explosions of sunny days so we remember. Spring is variable, and mythically glorious in summer and fall.
It’s the end of March now. Last week it was in the 70s for 5 days. I sat with a book on the sparkly river as an occasional duck or goose swam by, some looking up to see if I had food (Feeding them means they’ll not only return for years but tell their kids and grandkids that I’m a mark. My neighbor Bob used to feed them daily. The day he missed, one spoiled goose went right up to his door, honking, honking, steadily honking, honking for an hour. I had to call Bob to come home and feed him to keep me from going crazy.). Yesterday a sea lion swam by. Huge.
I assume the sun is considering returning full time. But not today; it’s raining again, for a change. And if I don’t look outside to see the wet decks and gray skies, I can remind myself that yes, really, it’s becoming spring.
MY FRIEND
If past years are prologue, my duck friend should be by soon to lay her eggs in one of my tall river-side planters. She’s comfortable with me by now. When I come out her little head rises up, one eye checking that it’s me, then descending back into her job. But when I have guests she’s unfamiliar with her head stays up, alert, watching, aggressively observing, protecting.
Every night I check on the eggs around 8:00 pm when she goes out for food. Two summers ago a raccoon ate the 10 eggs about a week before they were ready to hatch. I found my agitated friend swimming back and forth, back and forth for days looking for her ducklings. I felt helpless. Like I was a bad grandmom.
But last year she had nine ducklings. Nine! It’s always sweet hearing them chirp when they hatch. When they’re a week old, they’re ready to learn to swim. I watch as she gentles them into the water, guiding them first in more shallow water, then after 3 weeks onto the river itself, always keeping them safe. It fascinates me how she knows what they’re doing when behind her; there’s always one who wants to do its own thing, but Mom is quite strict. Nope. In the line with your sibs!
Watching them grow as they learn to swim in the nearby water – those that don’t get eaten by other river creatures – is fun. Last year 7 of them survived. They all came ‘round to see me when they were grown, all the same size as mom, all ready to start their own families. I felt proud as Mom swam with them in circles in front of me, to show them off.
FLOWERS EMERGING
On my daily walks these days I see new flowers appearing. The floating homes have garden pots now budding with tulips and daffodils. The town houses across the street have carefully tended, creative, colorful, postage-size gardens: some wild, some manicured, some small Zen-scapes with stones and water features. Pretty.
Daphne scents the air. The pink and magenta magnolia petals open wider daily to show off their different hues. And that purple ground cover – no idea what it is – is all over. Rose buds. Hyacinths. Pinks, purples, yellows, lavenders. Sweet explosions of color and smell. Spring is emerging.
People outside walking, leading leashed dogs that would much prefer to run free. Everyone smiling. Boats returning. Small boats, some with couples, families, dogs; party boats with music blaring, sometimes the bebop of Ella or Billie, sometimes (unfortunately for my ears) the thump of techno.
Paddle boards with young folks, small dogs on the front; kayakers floating in pods of friends. I do an early morning paddle before the river gets busy and let the downstream current carry me along as I listen to the birds and the silence. Feels like I’m in the arms of something Bigger. A moment out of life. A joy.
Yes, we’re on route to being sunny and warm and sparkly and vibrant for the next 6 months, emerging from our wet hibernation. And I’m delighted.
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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 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 April 1st, 2024
Posted In: News

Years ago I sat next to a lovely young man on a plane. Dressed for success, he exuded professionalism.
SD: You’re all dressed up to see a client, I bet. You look great.
YM: Thanks. I am. I’m going to offer my services free to a prospect for 2 weeks and hope he accepts.
SD: I bet you hope that you’ll prove your worth him paying for your services.
YM: I do! But I don’t know if any of it will pan out.
SD: What’s stopping you from facilitating him and his team through their pre-sales decision making so they all realize they need you and are willing to pay for you?
YM: You sound just like this book I just read on helping buyers buy. It was brilliant, and the author says prospects don’t have problems with our solutions, merely understanding their risk of change. And sellers should lead them through the change process before we push product details. I thought that was smart.
SD: (holding back a smile, as he was of course talking about my book Dirty Little Secrets: why buyers can’t buy and sellers can’t sell): So what’s stopping you now from helping these folks first manage their change so they can identify as buyers before giving them free work?
YM: I told my boss I thought we should bring her in to train us all. I got him a copy of her (my!) book. He read half of it then told me it was crazy stuff, that that isn’t the way to sell, and to not do anything she suggests. So I’m sort of stuck.
This man’s boss would rather risk the cost of his travel, his time, his opportunity cost and the prospect’s goodwill than add new sales skills and have a much greater chance of closing the sale. He wasn’t even curious enough, or respectful enough, to allow the man to try something new.
WE’D RATHER BE STUPID THAN DIFFERENT
Groupthink. A form of structural stupidity. Going along with the status quo because…. because what? Is rigidity acceptable merely because everyone follows the same flawed thinking?
I don’t understand why the risk of change with a credible chance of success is greater than the cost of customary activities when their probability of failure is known to be high.
Failure is such a known quantity in several industries that companies build it into their budgets. They
And yet they keep doing what they’ve always done, getting the same results. Hello Einstein!
PUSH BACK
As an original thinker and inventor of proven (and innovative) models that correct for, and entirely avoid, these failures in sales (Buying Facilitation®), coaching, training, and change management (Change Facilitation), I’ve been running into this blind spot for decades. And I still can’t understand why people would choose to continue failing when, with a few changes, they could avoid resistance, enable permanent change and learning, and retain good employees.
But no matter how many books (10, including Selling with Integrity, the first sales book on the New York Times Business Bestseller’s list) I’ve written; how many people I’ve spoken to on radio, tv, podcasts, keynotes over forty years; or Fortune 500 clients I’ve successfully trained (many); I still get major pushback: the risk of change is higher than their need for success.
To show you how endemic the resistance to change is, here are some real comments following highly successful Buying Facilitation® pilots that taught sellers how to close sales in one quarter the time, AND with Servant Leader tools:
(Proctor and Gamble): Given the speed of closing and increased sales we’d experience if everyone used Buying Facilitation®, we’d need to speed up manufacturing, hire more support folks, buy more trucks… It would cost $2,000,000,000 and take us 2 years to recoup. We’re not set up for that.
(Boston Scientific): We got a 53% increase in closed sales and the sales folks loved it. Thanks, Sharon-Drew. But the model is too controversial for easy adoption.
(Kaiser Permanente): We pay sellers for numbers of visits and we have no way to pay per closed sales. [Note: their sales went up from 110 visits/18 closed sales to 27 visits/25 closed sales.]
(WmBlair & Co): This is crazy stuff. This isn’t sales. You folks just got lucky (said folks as they watched their colleagues close sales quickly).
I could go on. Thankfully, early adopters have hired me to train sales and consulting departments in many global corporations over the years. But too often my innovative concepts get compared against the standard tools and folks either don’t believe it’s possible to sell from the Buy Side (client success studies and references aside) or can’t get buy-in from their teams to do anything differently. Groupthink prevails.
STAYING THE SAME AT ALL COSTS
The perceived risks of change seem too high for mainstream. But take a look at the risks of following Groupthink:
In my map of the world, when I see something failing after a fair trial period, I change the thinking behind the problem, not merely move around the chairs. I understand I can’t get it right initially, but failure is nothing but a tap on the shoulder reminding me to do something different. In fact, failure is a necessary element of learning and change. Why has it gotten such a bad rap? And why is it a more potent determinate of action than the possibility of success?
Here are my guesses as to why companies maintain models that demonstrably fail:
Yet resistance, non-compliance, failure to close, failure to learn, failure to not permanently adopt new behaviors, is failure they’re maintaining.
At what point is the risk of change worth taking? When is the cost of failure less than the cost of trialing something out-of-the-box? After all, different thinking is the only way real change happens.
WHAT IS YOUR RISK?
Here are some questions to help you consider going outside the box going forward:
Personally, I don’t consider failure an option. For me, the risk of trialing something new when I know the enormous risks of maintaining the status quo is not a real risk given the alternative. Without innovation, without the risk of disruption in the name of success, continued failure is the only option. If you’re willing to go beyond Groupthink and consider innovative, successful alternatives that have been proven in global corporations, contact me.
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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 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 March 25th, 2024
Posted In: News
Your important nonprofit or exciting startup will help the world be a better place, bring innovative ideas to the market, and be quite sucessful. You’ve created a terrific pitch deck, have a highly competent management team and terms, and have identified donor prospects with major gift potential. You’ve designed a multi-channel approach to build relationships with small investors to excite them to becoming large investors. Why aren’t you raising all the funding you deserve?
It’s about how your investors will choose you over the competition. But do you know how, specifically, they’ll choose? Since each potential investor has unique, and unspoken criteria for choosing who to invest in, there’s no way to know. How, then, can you engage them?
HOW DO INVESTORS CHOOSE?
Investor funds are not sitting there waiting for you to show up, no matter how compelling your information, solution, management team or terms. They must choose from among several worthy investments. And certainly they’ll have unspoken, and possibly unconscious political, ecological, or personal biases.
Clearly they’re judging you against some criteria that you are unaware of, and you’re guessing what information to present based on your criteria. Unfortunately, the criteria don’t always match.
Sadly, as an outsider, you have no access to an investor’s hidden or historic arrangements, personal beliefs, or political mind-fields. And asking them directly about their criteria will only get you obvious answers.
How can you set yourself apart from the competition and flush out their choice criteria so you can make an effective pitch? Let’s begin by understanding the difference between how investors choose and what you offer.
ALIGN CRITERIA FIRST
Decades ago as a sales person, I realized the difference between choice criteria (personal, idiosyncratic) vs content (data) when attempting to engage a prospect. I was frustrated with the seeming gap between what I thought prospects needed (my solution, of course) and their willingness to buy, between the information I thought might persuade them and how they made decisions.
When I started up a tech company in London and became The Buyer I realized the problem: selling involved me getting my solution placed; buying involved me meeting specific criteria that managed risk so we could make necessary changes with minor disruption or wasted resource.
Now on the other side of the table, I realized that people bought, or invested, only once their own criteria were met. I had to shift from believing that my details would rule the day, to understanding I had to help investors recognize their own criteria and match it.
I did something I had never done: Rather than designing pitch materials based on what I thought they should know, I began my interactions with questions that helped them discern their decision criteria first, THEN presented my content in a way that fit.
TRUTHS ABOUT HOW INVESTORS DECIDE
To consider the components of a decision to invest, start-ups and scale-ups should consider how investors choose:
To have the best chance to engage investors, begin by facilitating them through the internal, and often unconscious and biased, decisions they must make then customize your pitch to meet their specific criteria.
HOW TO MOTIVATE
Enter your fundraising session with a goal to facilitate decision making. Otherwise, you’re entering into a black box of unknowns, assuming that your ideas, your solutions, or the quality of your deck will get you funded. Money goes to those opportunities that first match their hidden criteria regardless of how you present.
Rather than attempting to inspire and provoke action with a brilliant pitch and deck, I begin my funding sessions by posing questions to help the investors discover their unconscious choice criteria.
For example: As a woman, I know only 4% of investor funds go to women (up from 1% in 1996!) so I pose a question to help them recognize their bias here. I might ask:
By enabling them to make their choice criteria transparent and dialoguing with them, I let them tell me how I fit into their standards or not. THEN offer the specific information to address that specific criterion (and yes, I design a pitch deck with flexibility, beyond the content that I think is important.). So: Q&A first THEN pitch deck.
FACILITATIVE QUESTIONS THAT GENERATE REAL ANSWERS
I’d like to discuss the type of questions I pose. I’ve invented a new form of question that prompts the Other to discover their own answers, unbiased by my needs or assumptions. Facilitative Questions help Others discover their unconscious choice criteria.
(Note: FQs are brain-directional, not information gathering. They use different goals than conventional questions, with very specific words, in very specific order, in very specific sequences to get to the neural circuits within the Responder’s unconscious where their values-based criteria are stored. They are so different from standard questions that they can’t be learned without training. Here’s a link to a Learning Accelerator that will teach you how to formulate them.)
They not only find real answers, but instigate discussions to generate flexibility where possible. Here are some Facilitative Questions that I use during funding sessions:
By posing these questions, you can dialogue with the investors first around substantive issues, begin a relationship, and get rid of the hidden criteria as much as possible. This will certainly differentiate you from your competitors. And don’t worry if some investors don’t want to play: they’re the ones who wouldn’t have invested in your anyway. It’s not only the investors who must choose: you get to choose who you want to get into bed with.
Remember: your solution is great. But so are the other solutions these investors are considering. The problem is not how to position your solution, but how to inspire investors to choose you.
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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 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 March 18th, 2024
Your solution is great. You know the narrative of the type of buyers who buy. You’re writing appropriate content and getting it out to the right demographic. But you’re still closing less than 5% from first contact and spending a ton of resource finding different ways to touch the same people as your competition touches – in hopes that you’ll have the right message that catches them at the right time or just grind them down.
Why aren’t more buyers buying? Do you know why your well-executed sales outreach programs – salesperson, social media, digital media, marketing – don’t elicit more closed sales?
DO YOU WANT TO SELL? OR HAVE SOMEONE BUY?
You’re not closing more because your messages target a restricted audience, those who have already
and then you and your competitors work tirelessly to close a sale from that small pool of ready buyers.
Seeking those you believe are probable buyers (those who SHOULD buy) limits your spectrum of buyers to those who are prepared for any change a purchase will cause.
In other words, before people self-identify as buyers, they must first understand that the risk of change is less than the risk of the status quo. A buying decision is a risk management problem before it’s a solution choice issue.
Indeed, the last thing buyers want is to buy anything. Literally: the last thing. People don’t want to make a purchase, they merely want to resolve a problem with the least disruption/cost, and try everything they can to first fix the problem themselves.
By acting as if selling causes buying, we disregard the internal, private, idiosyncratic, systemic change management work buyers must do before they’ve got their ducks in a row and are ready to buy; until then, the risks of change are too high regardless of their need or the efficacy of your solution.
The sales model only handles the buying portion at the end (step 10 of 13. See steps below) of the complete Buying Decision Path. But this is merely a fraction of those who will eventually buy.
Here are the problems you face when targeting people who haven’t yet self-identified as buyers and don’t yet have all their ducks in a row:
Sure, you’re making great information available for those who are ready to engage. But you could be entering earlier and facilitating those who are in the midst of taversing the full range of risk/change management steps along the Buying Decision Path and not accessible with the sales model.
SELLING DOESN’T CAUSE BUYING
The problem has never been your terrific solution but in closing all the sales you deserve to close. It’s because sales are solution-placement driven, seeking optimal ways to get persuasive content to probable buyers in hopes of making a sale, but ignores the much higher pool of real prospects who aren’t far enough down their buyer’s journey to commit or engage.
The sales model is great for when buyers have completed their internal steps for change. But for those buyers who haven’t completed their buy-in and change/risk management issues, and haven’t yet determined if they CAN buy, sales don’t have the intent, skills, or focus. Sales wasn’t created to do that. It’s only meant to place solutions.
It’s possible for us to add a front end to sales and first facilitate people through their internal change work so they can self-identify as buyers. Then you’ll be a true relationship manager, quickly prepare the folks who WILL be buyers, and close quickly. Not to mention with a change facilitation hat on as you begin each interaction, you can recognize those who will become buyers on the first call and not waste time on those who will never buy.
The sales model we’ve been using is based on a model developed by Dale Carnegie, introduced in his book How to Win Friends and Influence People (1937). He promoted relationships, face-to-face visits, finding folks with a need, placing solutions, for which he recommended developing great pitches.
Think about it: while there are certainly a helluva lot more bells and whistles in 2020, the basic skeleton of need/relationship/ appointment/ pitch, remains the same. It shouldn’t be. Selling doesn’t cause buying. They are two different activities.
The buying environment has changed dramatically over the past 100 or so years, far more complex than merely choosing a vendor or solution; the sales model hasn’t. It’s time for new thinking. Let’s join buyers where they really have their real ‘pain’ and facilitate Buyer Readiness earlier in their buy-in/systemic change process.
BUYING MEANS CHANGE FIRST
If prospective buyers might need a new CRM system, for example, they cannot buy until their tech guys, users, time frames, vendor relationships, current software etc. are in agreement, recognize they can’t fix their problem themselves and have assembled everyone who will touch the final solution to integrate the ‘new’.
Sales seeks out folks with ‘need’ in order to place solutions. But need is not the primary factor in a purchasing decision: until the risk of the new is a understood and accepted those who SHOULD buy will maintain their status quo, regardless of their need or efficacy of your solution. And the time it takes them to manage all this is the length of the sales cycle.
Buyers don’t want to buy anything. They just want to resolve a problem with the least disruption and the most efficient use of a resource. And
they cannot buy. Indeed, they’re not even buyers until everyone agrees. [Hence the reason they don’t heed our content outreach].
All prospects/buyers must do this anyway, with you or without you. It might as well be with you. Why not use your industry knowledge to help them figure out how to traverse their steps efficiently? With a different hat on and a new skill set, you can facilitate them quickly through their process and be right there with them as they decide. You want to seek/find those exact ones who WILL buy. And you can find them on the first call. You’ll just need a different hat on.
STAGES IN THE BUYING DECISION PATH
To design messaging to find buyers earlier in their Buying Decision Path, recognize the steps buyers take to be ready and able to purchase:
1. Idea stage: Is there a problem?
2. Brainstorming stage: Idea discussed with colleagues.
3. Initial discussion stage: Colleagues discuss the problem, posit who to include on Buying Decision Team, consider possible fixes and fallout. Action groups formed. Research begins. New team members invited.
4. Contemplation stage: Group discusses:
5. Organization stage: Group collects all internal issues that need consideration, including finding more folks to invite into process; research into the elements of the status quo; fallout to change. Begins to assess the entire scope of problem, resolution possibilities, cost of change/no change.
6. Change management stage: Group to determine:
7. Coordination stage:
8. Research stage: Specific research for each possible solution; seek answers to how fallout and change would need to be managed with each solution.
9. Consensus stage: Buying Decision Team meets to share research consider their givens: downsides per type of solution, possibilities, outcomes, problems, management considerations, changes in policy, job description changes, HR issues, etc. General decisions made. Buy-in and consensus necessary.
10. Action stage: Responsibilities apportioned to manage the specifics of Stage 9. Calls made to several vendors for interviews and data gathering.
11. Second brainstorming stage: Discussion on results of data gathering, calls with vendors and partners, and fallout/benefits of each. Favored vendors pitched by team members.
12. Choice stage: New solution agreed on. Change management issues delineated and put in place. Leadership initiatives prepared to avoid disruption.
13. Implementation stage: Vendor contacted. Purchase made. Everything put in place.
For those who want to explore these stages and all elements of how buyers buy, see my book Dirty Little Secrets: why buyers can’t buy and sellers can’t sell and what you can do about it.
A NEED ISN’T ENOUGH
Instead of only targeting probable buyers and ignoring the much larger pool of real buyers who are merely too early in their decision process to consider buying anything (but will, once they get to that point in their process), add a new focus: seek out folks who want to change, and facilitate them through to becoming buyers.
Note: your current messaging is the wrong tool for this part of their process because it’s not information, need, or buying driven. You need a new skill to facilitate change. To manage this Pre-Sales work, and as an adjunct to the sales model, I’ve developed Buying Facilitation® to
Buying Facilitation® is a generic change management, decision facilitation model that can help buyers traverse that part of their journey that sales doesn’t handle. Using unique skill sets not currently used in sales (Facilitative Questions, Listening for Systems, change sequencing) it was designed to optimize the change/decision process. By adding some new messaging and Buyer Persona targets, you can find those who aren’t touched by your sales messages but are in the process of becoming buyers.
By targeting those who seek change rather than those who might have a ‘need’, by understanding the Pre-Sales (change management) steps all buyers take, by changing your messaging to enable the collection of the full stakeholder group, enable buy in from the disparate voices, and needs, you can find and facilitate the Pre-Sales decision path of those who WILL buy and enable them to ready themselves for a purchase. Here are two examples of success after learning Buying Facilitation®:
Kaiser Permanente initially made 110 visits and got 18 closed sales, wasting too much time traveling to those who WOULDN’T buy. Adding Buying Facilitation® to their sales, they made 27 visits and got 25 closed sales. They still needed to sell – but only to those who were ready/able to buy. And saved a ton of time/money only traveling to those who were real buyers.
Working with Wachovia small business bankers, they went from 100 calls, 10 appointments, and 2 closed sales over 11 months, to 100 calls, 37 appointments, and 29 closed sales in 3 months.
Using Buying Facilitation® outcomes are quite different. It begins by entering as a true consultant, seeking folks who seek change in the area of the seller’s solution. The conventional ‘need’ and ‘solution placement’ mind set not only misses those who are en route to becoming buyers and don’t (yet) have interest in content, but has the potential of alienating folks not already seeking to buy. Not to mention it’s a huge time waster.
Using Buying Facilitation® as a preliminary skill set,
It sounds impossible if compared with the sales process of prospecting, qualifying, and pitching and ultimately closing 5%. But the entire process is different. With the focus on first facilitating the complete Decision Path from beginning to end (focus on change, not on selling), Buying Facilitation® expands the possible target audience by a factor of 8, to include those in the buying decision process, not just those who have completed it (the low hanging fruit). It’s a true Relationship Management tool, and saves time as sellers only sell to those who WILL buy.
Once people know all – all – of the elements (most are hidden, personal and idiosyncratic) of their Pre-Sales decision/change steps and have realized they cannot resolve a problem without outside help, they are buyers and seek a solution. By this time, they’ve gone through their steps and are have recognized that bringing something new in will ‘cost’ less than maintaining the status quo. Design messaging to help them traverse their steps (Note: offering information about your solution until this occurs is irrelevant) to manage change and consensus – and THEN sell. We wait while they do this anyway and run after the ones who have completed this journey. Why not add a new criteria and skill set to what you’re already doing and expand your focus to find those who WILL 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 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 March 4th, 2024