What, Exactly is Facilitation? Plans for an Institute

I’ve decided to start an Institute for Facilitation to offer coaches, leaders, managers, and influencers a Servant Leader-based set of skills to guide excellence without bias. I began my passion for ‘facilitation’ quite some time ago.

In 1989 I named my company Morgen Facilitations. Back then folks suggested I choose a different name. “Facilitation is just too big a word,” I was told. In 2000, when I got a registered trademark on my new sales paradigm named Buying Facilitation®, I was told no one would understand what ‘facilitation’ meant, that the term should be “short and snappy, like SPIN, or Sandler.” Thankfully, times have changed.

WHAT IS FACILITATION?

I’ve always been in the Facilitation business, with little interest in trying to convince others its importance as a way to conduct business. It’s my brand, and thankfully, over the past decades, many folks have used my services in sales and leadership to help move my ideas forward.

As Facilitators we care about others, using our hearts, kindness, and skills to help both personal and corporate clients achieve their goals. With ears primed to listen and hearts ready to open, we work at lessening our biases to help effectively manage any proposed change using the Other’s criteria.

I believe:

Facilitation is the commitment to enable others, without bias, to discover and navigate their best routes to their goals in a way that represents their beliefs and values.

However, I believe that using conventional Facilitation skills may not achieve that outcome. Let me explain.

MISSING SKILLS

Using conventional skills, even as we seek to serve, we sometimes inadvertently end up gathering insufficient or erroneous data, possibly causing resistance and impeding change. Of course we don’t do this purposefully. And it’s not our fault.

For the last 50 years I’ve been studying, and developing facilitation models to address, how brains are configured to enable change and decision making, and boy, are we restricted. Because our brains are set up to automatically experience all incoming sensory data (what we see, hear, think, feel, etc.) according to our historic synapses and pathways, we are restricted by our history and have little conscious choice.

It seems our assumptions, beliefs and mental models, history of past communications, and habituated brain circuits cause automatic, and very subjective, interpretations of all incoming content regardless of the reality.

If/where incoming messages differ substantially from our past experiences, we may not have similar-enough neural pathways to translate the messages accurately and end up unable to fully understand, act on, or even make proper sense of them.

With such a huge possibility of mistranslations on both the Facilitator and client end of this issue, there’s obviously a problem for Facilitators as we try to understand, serve, and lead clients. To get the full picture of the problem so we can figure out how to manage it, I’ll give you a more complete, though simplified, explanation of how our brains interpret for us.

A BRAIN THING

Sounds, including incoming words, enter our brains as puffs of air without meaning, as vibrations that our brain turns into signals, and get sent down the nearest, most well-worn neural pathways, to ‘close-enough’ synapses that are ‘similar-ish’, for interpretation.

In other words, our brains don’t recognize words or meaning, just electro-chemical vibrations that get matched in hundreds of a second to synapses and circuits that most likely don’t exactly match; where they don’t, our brains kindly discard the differences automatically – without telling us!

In other words, once we hear someone speak our brain converts the incoming sound vibrations into signals, sends the signals down the most habituated – not necessarily the most accurate – pathways for action/interpretation, discards the signals that don’t correspond with what’s already there, and fails to inform us of the deletion.

So let’s say someone says ABC and our brain determines ABL is a close-enough match. It then discards D, E, F, etc. without even offering a warning sign that stuff was discarded! We have no choice but to assume ABL is accurate.

Given this process occurs for both speakers and responders, we all assume our communication partner will translate what we’ve said accurately – and our assumptions may not be accurate!

Obviously, that’s potentially problematic as clients end up translating what we’ve said into what’s automatic for them; and we, in turn, translate what we believe they’ve said into what’s automatic for us.

This, unfortunately, is how we end up misunderstanding, and the exact reason our conventional skills need a bit of updating.

Of course we have no choice but to believe what our brains tell us, leaving us with no idea how disparate what we think we hear is from what’s actually been said (and meant) unless we specifically ask.

HOW WE ALL RESTRICT OUR WORLDS

What this means during the Facilitation process is profound: all that we hear, all that we say, is restricted according to existing electro-chemical brain configurations and translated idiosyncratically according to our history and any nuance, or unrecognized, unfamiliar, or uncomfortable concepts may get deleted or misconstrued.

As an example, think of something you have a very strong belief about, and remember a time when someone tried to change your mind or discuss options. Politics? Your diet? Exercise? Most likely you’ll reject it regardless of its efficacy.

Unwittingly, we bias every interaction we have. And herein lie the problem for Facilitators:

• How do we Facilitate outside of our own, and our client’s, historic beliefs and biases, our automatic, historic brain circuitry?
• How can we Facilitate others to change if they don’t already have circuits for it?
• How can we go beyond brain biases to promote meaning and change?
• How can we help Others create new circuits and pathways to discover new answers?

Sadly for us, there’s no conventional way into another’s brain. How, then, do we serve?

WHAT IS FACILITATION

Now that we know it’s not as simple as Speak + Listen = Understand, or Think = Commit + Act, as Facilitators we must add new skills to override the brain problem.

I believe the job of a Facilitator is to help Others develop new brain connections so they can discover answers that might not arise automatically. I believe:

Facilitation is a leadership process, but not leadership.

Facilitation instigates discovery, but never asks why.

Facilitation uses the values of the facilitator, but never the biases.

Facilitation uses questions to instigate clarity, but has no answers.

Facilitation aims to reach goals, but doesn’t define them.

I’m sure many of you agree with me. But in case your brain translated my comments differently than I intended and still believe that your current skills can accurately interpret what’s been said or meant, let’s check.

Do you pose conventional questions?

Conventional questions are meant to gather data but prove to be rather problematic. They

• are posed using the intent and goals of the Asker,
• emanate from the curiosity of the Asker,
• use the natural words and sentence structure of the Asker,
• are translated according to the Responder’s assumptions and idiosyncratic neural circuitry (i.e. limited and subjective).

I bet you don’t think of questions that way, but that’s what they do. So when you’re posing questions out of your own curiosity, or believe clients need to consider something specific, your words and thoughts may be mistranslated or misunderstood. It’s the same problem when your client speaks to you – it’s a problem on both ends as we all

• interpret,
• translate,
• guess,
• assume
• respond

subjectively, based on the responses we think we’ve heard.

This biases what we think our clients want to achieve, or how accurate the data is we’re trying to collect. In other words, conventional questions are unwittingly biased and will collect some unknowable subset of accurate data, or translate incoming messages in some unintended way, given the potentially flawed baseline assumptions of all parties.

What are you listening for?

When we listen to understand and collect data as per our goals, we’re listening through ears biased and restricted by a lifetime of our own subjectivity – our mental models, training, history, beliefs, and experience. Indeed, because of the way our brains listen we can’t know if what we’re hearing is what was meant to be conveyed. Again, as with questions, when we think something has been said or meant, we’re just hoping, guessing, and assuming.

I spent three years writing a book on this topic that explains precisely how our brains misinterpret and misunderstand based on neurology (i.e. not intent) and what can be done to mitigate it. Take a look at sample chapters: www.didihearyou.com.

Note that by the time we’ve carefully, attentively listened (through historic, unconscious neural pathways that are some degree off the intended message spoken) and posed questions, we’ve already biased the conversation and may inadvertently be collecting incomplete data and sending incomplete, or flawed messages. That’s how people walk away from a meeting with different thoughts on what happened.

But there’s more! That’s just questioning and listening. I’ll continue.

Are you facilitating using your own goals?

We generally enter each situation with a goal in mind. I contend there’s no way for an outsider to have a goal that captures the full set of unconscious criteria held by a client.

Since it’s so difficult to ask questions or listen without our own biases, it’s pretty hard to appreciate the complete set of criteria clients need to meet. Indeed, clients often begin with the most conscious awareness of a problem to be resolved, but ultimately end up – much later! – realizing the unconscious criteria involved that may get in the way of a resolution. This costs time and frustration on both sides.

Obviously the deck is stacked against us, we aren’t always able to Facilitate a change initiative to the fullest extent possible. Hence I developed new skills oriented around brain change and choice.

NEW SKILLS FOR UNBIASED FACILITATION

As facilitators deeply wanting to serve, we want to get it right, certainly without bias. The new skills I developed work with the brain to create and guide brain circuits to discover solutions that match their historic integrity.

I actually spent 10 years creating a new form of question I’ve called a Facilitative Question that sequentially, consciously, leads the brain to specific channels to discover unconscious criteria; I spent three years developing a way to listen that enables hearing accurately.

I will teach these skills in my proposed Institute for Facilitation and will invite others to offer additional skill sets I believe necessary when facilitating others through change:

*Change Management *Storytelling *Coaching *Power/control management *Buy-in *Servant leadership *Influencing *Negotiating *Questioning *Listening

If you’re interested in becoming part of the Institute, please let me know. I look forward to offering a foundation where facilitation is elevated to a Servant Leader skill set.

___________________________

Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventorBuying 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 IntegrityandDirty 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen March 22nd, 2021

Posted In: News

Buying Patterns: what are they, and how to influence them

Have you ever wondered why people don’t buy, even when it seems your solution is perfect for their needs? Have you considered that maybe your Selling Patterns don’t match their Buying Patterns? Or that they don’t have the ‘need’ you think they do?

With a focus on finding people with a need that is resolved by your solution, sellers overlook two very important factors in the buy/sell equation:

1. 1. people don’t become buyers until they’ve determined they cannot resolve a problem themselves and
   2. the ‘cost’ of a purchase must be equal to, or less than, the ‘cost’ of staying the same.

A purchase is a change management problem well before it’s a solution choice issue. And ‘need’ may have little to do with a purchase.

DO YOU WANT TO SELL? OR HAVE SOMEONE BUY?

As they seek to resolve a problem, people go through an internal, systemic process of managing change that determines whether or not they can buy anything. Sales doesn’t address this to their detriment, connecting with people only once they’ve determined they’re buyers.

By overlooking the possibility of facilitating folks to first manage their change, we not only omit the possibility of connecting with the people who WILL buy when they are ready, but restrict our pool of prospects to those who show up. The problem is until they’ve addressed their change they aren’t yet buyers and can’t hear or heed your message, even if they need it.

Think about this: instead of trying to motivate a sale by pushing content, or lowering the price; or wondering why your prospect isn’t returning calls or in the pipeline for so long; or thinking they’re in pain; help them do the Pre-Sales work they must do before they become a buyer. You’re waiting (and calling, and calling) anyway. Might as well use a different skill set and help them where they most need help.

Here’s the takeaway idea: Enter as a change facilitator, help the folks who will be buyers (easy to spot with a change hat on rather than a sales hat) manage their change, and then you’re part of their team once they’ve become buyers.

Helping people who may become buyers is a very quick process, far quicker than trying to sell those few who are ready and wasting time pushing out content to the rest.

In this article I will introduce you to the steps, the Buying Patterns, people go through en route to buying anything, regardless of need or the efficacy/size/price of the solution.

I’ve spent years unpacking these buying decision steps after I personally went from a seller to a buyer. There is a sequence of 13 steps people take between discovering a problem and choosing/buying a solution. But first let me explain why the sales model doesn’t facilitate buying.

WHY PAIN & NEED ARE IRRELEVANT

There are two approaches sellers operate from that actually limit success: seeking folks with a ‘need’, and believing they have pain.

Let’s take a look at the fallacy of a ‘need’ criteria. Do you need to lose, say, 10 pounds? You have a need, yet you haven’t resolved it. What about getting more organized? Or exercise more?

People don’t buy based on need. They may have a need they’re not ready to resolve, or circumstances make it difficult, or colleagues that have different ideas or or.

If adding an external/new solution causes too much disruption they will not buy regardless of their need or the efficacy of your solution. They must weigh all the issues involved – most of which are historic and unique – and get buy-in from the stakeholders before any action is taken or not. And using the sales model, there’s no way to get inside the mind of a would-be buyer to help them.

Now let’s look at pain.

I don’t understand why ‘pain’ is so often paired with why/how buyers make buying decisions. Indeed, the ‘pain’ issue has been invented by sellers who assume potential/targeted buyers would function better if they bought the seller’s solution, and by not buying they’re obviously in pain. This is bogus.

As outsiders we have absolutely no idea what’s going on in someone’s environment. It might not be pain at all, but a very cogent decision that works for them and we’ll never understand.

David Sandler called me in 1993 to buy me out before he died. He said he’d made an error stating that ‘buyers are liars’ and saying ‘buyers are in pain’. Once he understood my thinking he realized that the problem was in the tenacious focus of placing solutions and the ommission of facilitating the necessary buying decision/change management process.

“I thought I had gone outside the box with Sandler Sales; I realize now I was still considering sales from a solution placement perspective. I didn’t understand how far outside the box I needed to go to include the buying decision process. Good job, Sharon Drew.”

CASE STUDY

Here’s a simple story to explain what’s going on behind the scenes, and how little it’s got to do with what a seller is selling, need, or pain.

In 1995 I was running a Buying Facilitation® training at IBM. One day my client asked me to help enlist a new Beta site for one of their new systems. There was a small ‘Mom & Pop’ shop (i.e. family run business) located nearby, and from their records they knew this company was using a system far too small for the growth they’d incurred over the past years, causing very slow response times.

Letting them have a free new system in exchange for IBM having them close by to test would be a win/win. But even after two sales folks had visited them with the promise of a new, free, system that would substantially speed up their response times, the company had no interest. Could I get them to become a beta site? Here was our conversation:

SDM: Hi there. I’m a trainee calling from IBM and have a question for someone who is using your computers.

SON: Hi. I’m Joe. I’m one of the owners. Maybe I can help.

SDM: Thanks. I wonder how your current system is running?

SON: It’s ok.

SDM: I know our folks were out there offering you a faster system to beta and you weren’t interested. I’m curious now what’s stopping you from upgrading your current system to be better than OK?

SON: Dad.

SDM: DAD? I don’t understand.

SON: I know our system is very very slow. But my father is in charge of the technology here, and he’s 75 years old. He’ll be retiring in a year or so, and I don’t want to overwhelm him with learning anything new. So I’ll make whatever changes necessary after he leaves.

SDM: Ah. So what I hear you saying is that your main criteria is not to overwhelm Dad and don’t mind how slow the system is in the meantime.

SON: Right.

SDM: You already know we want to give you an upgrade in exchange for being a beta site for us. From what I know about it, they’ve made it very simple to use and easy to learn. Maybe you and Dad could visit another beta site here in Rye to see if Dad likes it and finds it easy to use? I’d be happy to pick you up and take you there. And if Dad is happy, then maybe you’d be comfortable accepting it to beta test for us?

SON: Oh. I wasn’t aware we could do that. Your colleagues were trying to sell me on the features of the new capabilities, and that wasn’t my main problem. Sure, Dad and I would be willing to go to the beta site. Thanks. Having a quicker response time would be great for us if we could make that happen and Dad is comfortable with it.

The sellers used ‘features, functions, and benefits’ as their Selling Pattern; there was no way an outsider could guess that Dad was the problem that had to be solved. Offering a needed product or cheap price (free) details were moot. And so long as the seller focused on the sale, on the need, on the pain, there was no buy.

A BUYING DECISION IS SYSTEMIC AND STRATEGIC

A buying decision is a change management problem well before it is a solution choice issue. People don’t want to buy anything; they want to resolve a problem in the least disruptive way.

Indeed people only become buyers when they’re certain they cannot resolve the problem using familiar resources, and explore every avenue to fixing the problem themselves first. Buying anything is the very last thing people do.

Think about it. Before you buy a new CRM system, for example, you don’t begin by buying a new system: you begin by meeting with the managers and users to determine why the current system is problematic; trying to get the current one fixed; finding workarounds to try to resolve the problem easily; and making sure that there’s a process in place to manage any user, technology, training, time disruption that might come with bringing in new technology.

Again, buying anything is the very last thing that happens. By overlooking Buying Patterns, sellers automatically restrict their full set of prospective buyers.

Obviously when it’s time to buy, buyers take very specific actions as they choose one solution over another, choices based on price, reputation/brand of the solution, decision makers, etc. This is when the conventional sales model kicks in. But selling doesn’t cause buying.

STAGES OF BUYING PATTERNS

Here are the Pre-Sales stages folks go through as they become buyers:

What’s the status quo? Whats’ missing: until or unless every element of the status quo is understood, buyers cannot identify exactly what’s missing. In the Dad example, what was missing was not the computer issue, but the ability to have Dad learn how to support a new one; a delay in purchasing new software is most likely not a technology issue, but might be a recent reorganization, or a merger, or a change in leadership. And an outsider can never, ever understand because they’re, well, outsiders. This stage includes meetings, research, identifying stakeholders.

RULE: a seller can facilitate someone through the process of recognizing the full fact pattern of givens within their status quo, including the people, culture, and rules, to help them learn what is keeping them from having an optimal environment. Guesswork is detrimental because it’s such an idiosyncratic process. Using these steps, sellers can get out of the guessing game and merely facilitate the change.

Gather the full set of stakeholders: until or unless everyone involved with creating the problem and touching a new solution is brought in the full problem set cannot be understood. Everyone’s voice must be included – Dad, and Joe in accounting. This stage includes meetings to determine who will touch the final solution and agreement as to how to involve them.

RULE: a seller can facilitate a prospective buyer through a discovery. Until all folks who will touch the final solution are included, there is no way for them to understand their needs. Speaking with anyone about needs before this is a waste of time (i.e. all those names on your call back list and pipeline].

Try to fix the problem with workarounds: until it’s fully understood that the problem cannot be resolved with anything that’s already been accepted by the culture – other departments or items, familiar vendors or products – and all workarounds have been tried, they will never consider buying anything as it will be disruptive to the culture. This stage includes internal research, and delegating folks to outreach for familiar resources: can our old vendors fix this? Can the other department help? Until a workaround is dismissed, there will be no initiative to make a purchase.

RULE: people always begin by trying to fix the problem themselves. Sellers can help here: What’s stopping you from using the vendors you used last year? Have you tried getting help from other departments? Either you help them through this, or sit helplessly while they do it themselves as you continue to think they’re prospects and put them in your pipeline. In reality, this is the simplest stage.

Managing change to avoid disruption: once folks agree

1. They have a problem that all stakeholders have fully defined;
2. They cannot fix it themselves;
3. The ‘cost’ of a purchase is manageable;

then it’s necessary to go ‘outside’ for a solution.

The cost of the new must be calculated against maintaining the status quo. When they figure this element out, they’re ready to choose a solution. This stage includes lots of research within the group/company/family to ferret out problems that change would incur, and figuring out the human, time, money, strategic, costs.

RULE: facilitate people to recognize what might be in jeopardy if something new is brought in. Until they weight the risk between the status quo vs a fix, and can calculate that bringing something new is has a lower cost than maintaining the status quo, they cannot buy anything as the risk is too high.

Choose a vendor/solution: This is the last stage – where sales now enters! Once it’s calculated that it will cost less to bring in a new solution than maintaining their status quo, AND there is buy-in from the stakeholders, AND they know how to integrate the new with minimal disruption, they become buyers. This is the low hanging fruit. These folks are ready for a pitch! This stage involves sellers pitching, content marketing, website design, etc.

SALES VS FACILITATING BUYING PATTERNS

I always ask sellers: Do you want to sell? Or have someone buy? They are two different activities. Buying has nothing to do with pain, or the marketing efforts, or the pitch deck, or the product. You’re products are great.

The problem is you’re only focusing on those who already show up as buyers and ignore managing the full set of Buying Patterns of the far larger group of real prospects. My clients close 40% against the control group that closes 5% selling the same solution. But not by starting with the sales model.

As a frustrated sales person, I developed a new model called Buying Facilitation® to identify and facilitate steps of change, choice, and buy-in as a servant leader. Following these steps it’s possible for sellers to assist people in navigating the journey first with no bias, before trying to sell anything.

This sequence – Buying Facilitation® first, sales second – ensures you’ll find (and quickly close) a much larger number of people who WILL buy (rather than those who SHOULD buy) and keep you from wasting time on those who will never buy (but you think they ‘should’ because you think they’re ‘in pain’). My clients who use Buying Facilitation® close, on average, 40% selling the same product as the control group that closes 5%.

People who will become buyers must go through this process anyway, regardless of their need or the efficacy of our solution. But they do this without us, as we wait, hope, push, and pitch, and lose an opportunity to both serve and differentiate ourselves.

Instead of the time and resource we use pushing content, why not use a different skill set (i.e. Buying Facilitation®, or some form of facilitation model that manages change) first to help them become buyers.

_____________________________________

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.

Sharon Drew Morgen February 1st, 2021

Posted In: News

Upselling: find additional business in existing accounts

Many years ago, just as technology was becoming ubiquitous, I closed $6,400,000 worth of business in the sales reps’ long-term accounts during the real-time call portion of my Buying Facilitation® training with IBM. This particular group had had their accounts for 3 years on average and knew their clients quite well…. Or so they thought.

The funny/sad thing was that I had no specific details about what I was selling, and I certainly had no relationship with the clients I spoke with. But not only did the clients and I discover things they needed to buy during our facilitation process, they gave me the orders without a pitch (Obviously I couldn’t pitch anything.) in the first 15 minutes of speaking with me – a stranger with no prior relationship.

The group director who had hired me to train this pilot had mixed emotions. Incredulity that I could close so much given I was a complete stranger with no product knowledge and the long-term reps hadn’t thought of it; Excitement that I’d closed so much (in two days!); and Frustration that not only did these 15 top reps themselves know nothing about the needs or business sitting there (Sitting there!), but the other 235 reps in that group who hadn’t been trained yet most likely had that sort of business sitting undiscovered in their accounts also.

I asked some of the team members what they thought was the reason they weren’t upselling in their accounts. The two responses I heard led me to suspect that more sales folks might fall into the same traps:

• An assumption that because of the long-term relationship, clients would call with an order when they had a need;
• A belief that because they knew the client ‘so well’ that they’d know when/if the client had a need.

Obviously, both assumptions were false.

During the two days I made calls for an hour with each of the 15 course participants, I found client needs that went beyond what the reps had been selling them. I’ll recount a call I had with one of the clients below. In each call introduced myself as a new member of their rep’s team, and called each rep’s smallest client or one they thought had a need but hadn’t been able to close. The call below was to a man from student services at a small college who only bought a printer once or twice a year. And note: although I was given the client’s direct line, the number didn’t go directly to the client. Apparently, the rep had been receiving incoming calls and hadn’t placed calls himself for some time.

Note: This situation occurred quite some time ago but I believe the presenting problem remains valid: sales reps often don’t know what’s really going on in their long term accounts, and even when they do they don’t do more than sell what they’ve always sold to that client, or off-handedly ask if anything new is going on without facilitating a real discussion. I’ll discuss more after the story.

CALL WITH EXISTING CLIENT

Secretary: Hello. This is the technology support group.

SD: Oh. Hi. I was given this number for Charles. Am I calling the wrong number?

Secretary: No. Charles has been working in a team of 5 for about 9 months and I try to take care of them. Can I help you?

SD: Yes. I’m with IBM and work with Steve, and I’d like to speak with Charles if he’s around. But I’m curious. Is Charles no longer in the same student services group he was in before?

Receptionist: Well, yes and no. The group has vastly expanded its focus to include technology needs so we can help our students and school use the new technology and connections coming available. We’re trying to become tech savvy, and it’s been quite a learning curve for us. Let me get Charles for you.

C: Hi there. Susan said you work with Steve? How’s he doing? We’ve not spoken for a few months.

SD: Hi Charles. Steve is great. He’s just here. As I’m a new member of his team, I’m making calls to his regular clients to introduce myself. My name is Sharon-Drew. Hi! So… wow. Susan says you’re all getting into some kinda trouble these days.

C: We are! What fun we’re having, although the learning curve is steep. And it seems to be changing every moment.

SD: It’s interesting from this end too, as IBM keeps inventing new products for us to offer. I’m curious. Given all the change going on, what are you responsible for now that you weren’t responsible for before?

C: Me and my team are responsible for the student/university interface.

SD: I didn’t know you had one.

C: We didn’t. But we’ve decided to give all incoming freshman laptops as part of their matriculation so they can have access to all our departments. We plan on rolling this out next September when the new students come in.

SD: Are you set up for that?

C: What do you mean? What do we need to have set up? (Note: this was before the world was wired.)

SD: Well, you’d need to have the whole university wired so laptops and students could connect, you’d need servers – you’d need a massive overhaul of your grounds to get proper wiring so the computers could talk to the departments and to each other. It’s not as simple as just buying computers and it’s a pretty disruptive process. And it’s November now, and you want it all done by September? I’ll need a bit more data from our folks here to know the exact time frames involved, but I believe it would take many months to get your campus set up for technology. I’m not even sure it could all be completed to be ready by then.

C: Oh! I didn’t know that! We’d better get started now.

SD: Have you decided who you’d be purchasing your laptops from?

C: Well, you folks of course. You’d give me a good price on 2000 laptops, no? And are you able to set up our campus? I’d prefer if IBM did it all for us if possible.

SD: Sure. We won’t send you the laptops until you need them, and Steve will get back to you on the details of the actual work. But we should probably wait until we speak with the rest of your team, no? I notice you’ve got a team of folks involved in the same project. What would we need to do to help them buy in to such a large undertaking?

C: They’re all here. We just came back from lunch. Give me a moment and I’ll have Susan patch us all together.

C: Hey folks. Sharon-Drew works with Steve at IBM who has supplied me with printers for the past years and now can walk us through our project to get students laptops and wire the campus so the laptops and departments and students are all connected. I thought we could just buy computers but seems we have a much bigger problem.

I then brought Steve into the conversation, and for the next hour we noodled on the problems inherent in a project this size and how we could resolve them together. For this I posed Facilitative Questions such as:

Who would you need to involve to make sure you had the best data to make choices around, and get buy-in for, X or Y?

What would we need to set up together, at earliest, to make sure we would cause the least disruption to your campus?

Obviously we didn’t have all the details, but I gave them the questions to begin planning such a huge project; Steve became a partner in their discovery and delivery. And they decided during our meeting that they’d better begin immediately. They started with a $2,000,000 order.

Here’s one of the things I didn’t tell you. Steve was becoming a team leader in the next two months. If his clients had waited until the next September to place the $2,000,000 order, not only would they have to wait another year to implement their plans, Steve wouldn’t have gotten his very large commission check.

DO YOU KNOW YOUR ACCOUNTS?

Instead of assuming you know your accounts, why not call each of them and discuss with them what their future looks like, what has changed in their current situation, and how you can serve them best going forward. If they haven’t given you new business in a while, make sure you notice who else has been added to their team when you ask about what’s changed, because new stakeholders might have preferred suppliers that aren’t you.

One other consideration. Sometimes project leaders running teams that serve the healthcare and technology industries are not sales folks per se, but more technical folks who are only curious in a limited, ‘do-ing’ way without taking the ‘people’ side into account. This thinking might bias conversations and overlook future needs or unaware stakeholders.

When you’re ready to discuss potential needs, remember to include these issues:

• Have client include all stakeholders. See if there are new ones or folks from other departments, even if you think you know them all.
• See if the objectives have changed over time. You might have met these clients under different circumstances and aren’t aware of their growth.
• Notice if there are issues you think need to be resolved, even if they haven’t yet noticed or aren’t prepared to resolve them. If this is the case, use Buying Facilitation® to help them discover how to bring in all stakeholders, try workarounds, and figure out the cost of bringing in something new. Don’t put on your sales hat until then: there’s a reason why they haven’t resolved the problems yet so don’t use your own assumptions to push or sell, even if your solutions would help them.

In these times of change, reorganizations, mergers, and a shifting economy make it likely that your regular clients are going through some sort of transformation. Call them and check in. You never know when you’re going to find new business opportunities and ways to serve.

______________________________________

Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, author NYTimes Business Bestseller Selling with Integrity, Dirty Little Secrets: why buyers can’t buy and sellers can’t sell), listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen October 12th, 2020

Posted In: News

Selling Only Handles a Small Portion of Buying Decisions

Do you ever wonder why all those folks who obviously need your solution don’t buy? No, really. Do you? Do you think it’s because they’re, um, stupid? or ill informed? How ‘bout your belief that if you can get a chance to explain it better, or get in front of them, they’ll buy?

Here’s a hint: there’s absolutely nothing wrong with your solution. It’s great. And no, buyers aren’t stupid. And no, your information won’t help. And trying to get in front of them to enable your captivating personality woo them, is just wasting time.Buyers buy exactly what they need, when they need it, and who they want to buy it from – your content is searchable and your site professional and data rich.

Buyers are smart. They’re just not listening to you.

SALES IS THE PROBLEM, NOT THE SOLUTION

The way you’re using the sales model is the problem: everything you do, everything you say, everything you send, has one focus: to sell. Don’t get me wrong. You’re a fine sales professional and your product, your marketing, and your pitches, are great. But you’re using the wrong thinking if you’re using the sales model itself to find actual buyers.

Not only is the sales model a second tier model – great for placing solutions once buyers are ready – but it’s useless as a prospecting and qualifying tool. Used to discover need, persuade and convince, it’s a time and resource waste.

The sales model does nothing to promote buying.The sales model (the baseline being a tool to get solutions placed) is based on Dale Carnegie’s How to Win Friends and Influence People (1937): find the folks who need what you’re selling, explain it as many ways necessary so they’ll recognize it will resolve their need, and keep following up to remind them that you’re still there and here’s why they should buy your solution.

Believe it or not, and even with the new technology, the baseline thinking of the sales model hasn’t changed much in the intervening years. The sales process:

• analyzes demographics to uncover areas with a higher probability of prospect need;
• maximizes content/information distribution to match those demographics;
• maximizes buyer touch points to develop brand and trust to minimize objections;
• prices the solution competitively;
• connects with buyers personally when possible to create trust and build relationship;
• beat the competition.

Everything is focused on selling a solution. But there’s a problem with that focus: Every penny spent on recognizing buyer personas, or demographics, or buyer personality types, not only assumes that a seller can convert that name to gold, but assumes you’re meeting these prospective buyers at the point they’re ready to buy, which occurs 5% of the time. That success rate (No other industry would call 95% failure success!) alone should be a hint that maybe something’s wrong. There is. And yet it’s always, always considered to be a sales problem, not a change management problem.

Instead of wondering how you can find folks with a need so you can place your solutions, maybe you should start thinking of what comes first: how to facilitate folks through their change management decision process that occurs before they become buyers in the first place. By starting with the sales model and sales thinking, there is no way to address or facilitate the full buying decision process that puts ‘buying’ last.

It’s time to forego the focus on selling and instead concentrate on the process, the steps, people go through as they navigate through their decisions to make a change or bring in a solution. A buying decision is a strategic process, not tactical like sales. And it’s not focused on buying anything.

Why is it assumed that the solution, the purchase, the final act of attempting to resolve a problem, is the focus for how people become buyers or choose a solution? Or the only decision to be made is the product purchase decision? Do you want to sell? Or have someone buy? They’re two different processes.

WHAT’S CHANGED?

Believe it or not, even with all the cool technology and knowledge of demographics, the core sales thinking hasn’t changed. But the environment has. And so has the close rate (It’s going down.). And yet we’re still using the same baseline thinking. Here are the problems with this:

A. Obviously, as per travel in 1937, most of Carnegie’s prospects didn’t live too far away. And he knew most of them personally.

• We don’t personally know our prospects. Oh, sure, we’ve got high tech methods to ‘find’ probable buyers. Yet when I train the model I developed (Buying Facilitation®) to sellers, the control group using the sales model closes 5% and my learners close 40%. That means we’re ignoring 8x more real prospects using the sales model alone. By first helping people traverse through their pre-sales cultural decision issues – stakeholder buy in, trying workarounds, figuring out the how to manage any downside to bringing in something new (all stuff we wait for them to do anyway) it’s possible to find folks who will become buyers on the first call, and shorten the sales cycle dramatically.
• Our push to ‘create trust/relationships’ is silly. Everyone knows it’s not a real relationship, that it’s a ploy to sell. Not to mention trust can’t occur when one person is trying to convince another to make a purchase. And frankly, just because someone likes you doesn’t mean they can convince their team to buy given the complexity and politics of the stakeholder decision process.
  
  B. Carnegie stressed describing details of a new product/solution.
• There was no internet, no regular phone use, no content marketing, no search. Not to mention people looked forward to sitting down with sellers to learn to solve their problem. Now they use Google and don’t need sellers to explain anything. Let me say this again: our prospects do not need us to pitch product content! They do not need us to tell them price, features, functions. They do not need us to ‘gather information’ so WE can find out ‘their needs’. Everyone knows those are all ploys and entries to them pitching them what WE want to tell him. Not to mention as outsiders we can NEVER understand their ‘needs’ as they’re systemic, not tactical.
  
  C. Buying decisions involved the seller, the problem, the product, and the buyer.
• There are layers of stakeholders and decision makers now; buyers live in complicated systems of norms, rules, history, group/individual needs – all of which must be addressed before a buying decision takes place. Pushing solution content before these issues have been addressed does nothing to facilitate group buy-in; it merely causes distrust.
  
  D. A purchase was tactical.
• Now, unless it’s a small personal item, most purchases are strategic and involve a range of conscious and unconscious issues that must be managed first before folks even become buyers. With all the demographics in the world, with even the knowledge that this person will buy eventually, an outsider using the sales model cannot, cannot facilitate people through the steps they MUST take before deciding to buy. The sales model just does NOT facilitate the strategic elements of enabling buy-in for change. And that’s 3/4 of what people do before they become buyers. And we’re ignoring this vast pre-sales capability.
  
  Here’s what Carnegie didn’t know:
  • People don’t want to buy anything. They just want to resolve a problem at the lowest ‘cost’ to their culture and become buyers only when they recognize they cannot resolve the problem internally and everyone understands the ‘cost’ of bringing in something new.
  • Until people have determined they’re buyers, they have no inclination to read or hear a pitch because they haven’t yet determined the need or know if it can be resolved internally. They won’t read our information because they’re not aware they need it yet, regardless of their need or the efficacy of our solution. Not to mention, pitching too early creates objections.
  • Need doesn’t determine who buys. Just because there’s a real need doesn’t mean it’s the right time, there’s the proper buy in, and the calculation of cost to the system: the cost of bringing in a new solution must be less than the cost of maintaining the problem. Not to mention it’s quite difficult for sellers to recognize real ‘need’ when they pose biased questions to obtain cues that obviate a pitch or follow up.
  • There’s no way a seller can know the unique, idiosyncratic issues going on within a buyer’s environment that dictate how their decisions get met. And until whoever will touch the final solution buys in to something new, a purchase will not be made. Hint: assuming we have a prospect because we interpret what we hear as a ‘need’ doesn’t make someone a prospect.
    
    NEW RULES FOR NEW TIMES
    The crucial missing pieces are systemic and have nothing to do with a purchase:
  • Buying an external solution has a cost beyond money. It’s much ‘cheaper’ and far less disruptive to fix the problem with known resources if they can. Until they figure this out if a workaround is viable, they will not buy regardless of need.
    Rule #1: Prospects aren’t always prospects.
    
  • Buying is systemic. People won’t become buyers until they have: the full set of facts that caused the problem and maintain it (or they can’t know the extent of the problem); a fair exploration of workarounds or internal fixes to try first to resolve the problem themselves; an understanding of the downside of bringing in something new that must be implemented, learned, accepted, used. Until then they’re just people with a problem they want to resolve. Themselves.
    Rule #2: Need has little to do with who is a buyer and it’s the wrong metric to use to help buyers buy.
    
  • People with a problem won’t be researching our information unless it’s to learn from as they attempt their own fix – not to buy. While they will certainly seek out information once they become buyers, we’ve got that market covered with our sites and marketing. That’s the low hanging fruit – your 5% close.
    Rule #3: Our content, marketing, emails, and requests for appointments won’t be noticed nor needed until folks consider themselves buyers.
    
  • Until or unless the entire stakeholder group is on board and buys in to any change that will occur once they implement the new purchase, they will never buy.
    Rule #4: Buying is a change management problem before it’s a solution choice issue.
    
  • 40% of the folks we’re prospecting will buy our solution (maybe from a different provider) within about two years: the time it takes them to figure out how to figure it out is the length of the sales cycle.
    Rule #5: Sales concentrates on placing solutions to the exclusion – to the exclusion – of facilitating the buying decision process which is change based, not solution choice based. The change process can be accelerated, but not with sales.
    
  • People aren’t seeking to buy anything, they just want to resolve a problem. They only become buyers if they cannot resolve the problem with internal workarounds. If the only way they can resolve the problem is to make a purchase, the ‘cost’ of the solution must be less than the cost of maintaining the status quo.
    Rule #6: People won’t notice details, pitches, content marketing about our solution until they consider themselves buyers and know how to manage the cost of implementing it – regardless of their need or the efficacy of our solution.
    
    Net net: Seeking need isn’t working or we’d close more. Creating a trusting relationship isn’t working or we’d close more. Generating terrific content isn’t working or we’d close more. Finding the right demographic isn’t working or we’d close more.
    
    All of those tools will uncover those who are specifically seeking your solution at this precise moment. That’s it. They will not expand our audience. And those who are ready are a small percent of folks who need our solution but can’t buy until they’re ready (5% vs 40%).
    
    TIPS TO HELPING BUYERS BUY
    Let’s take the inherent problems with sales and the extremely low close rate, and shift to a new way of thinking about this. Here are some tips to truly serve folks exactly where they need you (Remember: they don’t need us to pitch or inform.) during their change facilitation process, and steps to actually help those who WILL become buyers to buy:
  • Before selling, help folks do what they need to do to become buyers – facilitate them through their change management (their Buying Decision Path). They have to do it anyway, with us or without us. So let’s go a bit outside the sales/solution placement model, and just help them with the change management first.
    
    Change the goal of prospecting calls. Stop trying to find someone with a need. Find folks considering change in the area you support. These folks are easy to find if we stop trying to push our products or ask biased questions. The time it takes them to figure this out is the length of the sales cycle. So help them figure it out. Then we’re already there when they become buyers. NOTE: the initial effort must be on facilitating change – not selling.
    
  • Facilitate potential buyers through the steps to change they they must go through (I’ve coded 13 steps involved in the Buying Decision Journey) before they become buyers.
    • recognize the full extent of the problem, possible by assembling the complete set of stakeholders (which sellers can never know) to share information;
    • attempt to fix the problem internally (which sellers can never do as outsiders);
    • manage any disruption an outside fix would entail (which we can’t do for them).
      
      I can’t say this enough times: a purchase is NOT about ‘need’; and no purchase will be made if the cost of the solution is higher than the cost of maintaining status quo regardless of their need or the efficacy of your solution. And an outsider, a seller, can never, never make any of those determinations.
  • Stop posing biased questions. I invented Facilitative Questions which do NOT gather information, but point the client in the direction they need to consider on route to change. Many folks in the sales field misuse my term Facilitative Questions (which I invented in 1993). Let me be clear: If you haven’t studied with me and try to formulate these questions, you’re using ‘Susan’s questions’, or ‘Joe’s questions’, not Facilitative Questions.
    
    Facilitative Questions take some training. They use brain function to lead people down their path to change and decision making. They do NOT attempt to gather information! And they use brain science: They contain very specific words in a very specific order, often with a time element involved, and always pulling data points in a very specific sequence from one memory channel to the next. If you want to discuss, email me: sharondrew@sharondrewmorgen.com. If you want to learn, take a look at this learning accelerator.
    
    The problem with using conventional questions, regardless of your intent, is that
    • They’re biased by your need to know and most likely overlook vast bits of knowledge;
    • They are restricted in scope by your outcome and languaging;
    • They cannot be heard as intended due to the bias that your communication partner (all people!) listens through;
    • There’s a high probability that the real answer to what you want to know either doesn’t exist, or isn’t fully formed yet.
      
  • So don’t use conventional questions based on your needs to inform and discuss your solution until these folks are at the end of the change steps and have real answers. And please operate from a different focus: learn Facilitative Questions to help them manage the change necessary so they can become buyers. Facilitative Questions address change. Conventional questions try to gather data – unnecessary until folks are already buyers and need specifics that can be elicited through normal questions.
    
  • Stop trying to make an appointment. All you’re getting are folks who are either using your content to craft their own pitch to their team, or to compare against their internal, or historic, vendor. People who will become buyers generally do their research and call to ask for a sales person. I’m not saying don’t visit. But only visit those who are real buyers, and the whole Buying Decision Team is present. That’s a great use of sales.
• CONCLUSION
• The sales model is great for people who have become buyers – the low hanging fruit. Unfortunately, it does nothing at all to engage or facilitate folks still in the process of trying to resolve a problem themselves and who have a good shot at becoming buyers when they’re done. By prospecting from the knowledge you first seek those seeking to change, you can find very highly qualified folks who WILL become buyers, and using Buying Facilitation® you can reduce the sales cycle by 3/4.
  
• With a Change hat on, it’s easy to find those in the process of becoming buyers and facilitate them through their Buying Decision Journey. You’re already spending time following up vast numbers of people who will never buy; why not find those who WILL become buyers (possible on the first call) and speed up their change process.
  
• In summary, if you facilitate folks through their Buying Decision Path, you can lead them through their discovery of the full set of stakeholders (which you would never have known or discovered); their search for an internal solution (They would have had one already if it were available – but if they discover one, they wouldn’t have been buyers anyway!); managing the change. Then, when they’re buyers, they will invite YOU to visit and ALL of the stakeholders will be there ready to buy. Then you can sell! Not to mention the facilitation process takes a lot less time than pitching, trying to get an appointment, and following up.
  
• Sales is a necessary model to introduce solutions beyond what’s possible on the internet. It’s just illogical to use as a prospecting or qualifying tool. With 8x more real buyers on your lists, stop wasting time on those who will never buy, find the ones who will once they figure it all out, and help them figure it out. Then sell.
  
• I’m not taking away the sales model, only the frustration, expenditure of resource – not to mention it’s far easier to sell when you have buyers. One more thing: for those interested in truly serving your customers, facilitate them through their confusing decision making. Then you’ll have a customer for life.
  
• For those interested in learning about my Buying Facilitation® model, here’s a link to some articles. I’ve also got gobs more on Sharondrewmorgen.com.
• What is Buying Facilitation®?
• What is Buying Facilitation®? What sales problem does it solve
• Prospects Aren’t Always Prospects
• Steps Along the Buying Decision Path
• How, Why, and When Buyer’s Buy
• Recognize Buyers on the First Call
• Don’t You Realize Selling Doesn’t Cause Buying?
• Do you want to make a sale? or an appointment?______________________________________
• Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, author NYTimes Business Bestseller Selling with Integrity, Dirty Little Secrets: why buyers can’t buy and sellers can’t sell), listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com

Sharon Drew Morgen October 5th, 2020

Posted In: News

The Fallacy of Making Appointments

Do you want to make a sale, or an appointment? Does an appointment create a ‘relationship‘ that will close the deal? Give you a higher probability of closing a sale? And how’s that working for you? Are you closing all the sales you deserve to close?

By seeking appointments with prospects with a ‘need’ who could buy your solution (a prospect is someone who WILL buy, not merely someone who COULD buy), you severely limit your ‘intro meetings’ to either those already seeking your solution (and competitors), or those you’re guessing might (might) be buyers. Indeed, what you determine a ‘sales qualified opportunity’ might be nothing more than a biased interpretation of a biased conversation that affords the opportunity to try to convince someone to buy; the odds are very high you’re wasting your time.

Maybe you’re not finding the right prospects. Maybe a qualified opportunity isn’t qualified. But the real problem is that by sorting for prospects with both a ‘need’ and a willingness to take an appointment, you’re severely restricting the playing field and most likely closing well under 5% of qualified leads. So something is awry. But by shifting your criteria, by seeking candidates who CAN buy, it’s possible to make appointments with buyers ABLE to buy.

APPOINTMENT SETTING IS COSTING YOU SALES

Right now you’re spending a lot of resource for a very low return, with a substandard ratio between seeking, and connecting with, initial conversations to the actual closing of a sale:

200 cold calls = 10 conversations = 1 meeting (.5%) Lots of meetings = unknown closes

I have a colleague who charges $5,000 per “C” level appointment; it takes his team 1500 cold calls to get an appointment, and again, he has no concrete numbers on how many sales are actually closed. (Sales Development groups consider themselves finished when they book appointments, and have no attachment to whether or not the sale closes.)

I believe that the way you’re going about seeking appointments is costing you sales.

Ask yourself this: Would you rather sell? Or have someone buy? They are two different activities. When you start off with a goal to make an appointment, you’re

• greatly narrowing your prospect field by those who seem to have a ‘need’ and ignoring those who are ‘able’ – those who should buy instead of those who will buy;
• potentially setting up appointments before the buyers have assembled the full Buying Decision Team (often unknown at the beginning, and certainly not all obvious) and haven’t yet fully defined their needs or gotten consensus (i.e. no way of knowing if they’re really buyers, hence the huge gap between appointments and closes);
• assuming that your bright shiny face and sterling personality is necessary to close a sale.

What makes ‘need’ the criteria anyway? What if your criteria were to discover those who CAN buy? By using your first interaction to facilitate a buyer’s ability to buy, by facilitating Buyer Readiness, you can find real buyers and get an appointment with all of the appropriate influencers and decision makers present on your first call.

WHY APPOINTMENTS SUCK

Have you ever even asked yourself why you believe it’s necessary to make an appointment as part of your sales process? Here’s why: because in 1937, in How to Win Friends and Influence People, Dale Carnegie suggested sellers needed to make appointments. That’s right, 1937. In 1937, without the internet, computers, good phone lines or travel, sellers probably didn’t go too far from their homes to sell.

What else are you doing from 1937? There’s now a completely different set of global, technology, capability givens: buyers have all the data they need at their fingertips; sellers needn’t be physically present to actually demonstrate a solution; it’s easy to sit at a desk and communicate anywhere in the world.

You can actually facilitate a buying decision with prospects who will buy, once they’ve got their ducks in a row, in less time than it takes to make an appointment. Here are the problems sellers face when their goal is to make an appointment with those with a ‘need’, and why you’re closing such a paltry percentage:

1. Meet prospects who won’t ever buy (99+ %): The only prospects who can offer an accurate description of needs have already assembled their complete Buying Decision Team, have completed their Pre-Sales (systems-based, not need-based) steps toward determining the range of best possible fixes for an agreed-upon problem, and understand the challenges they face when bringing in a new solution. Those not ready/able to buy may meet with you to gather data to present options to their teammates, learn about something interesting that they won’t ever buy, or compare against their current vendor, or or or.
2. Need is not the right criteria: Just because it seems someone has a need doesn’t make them ready or able to buy. They might end up with their old vendor, or not fixing the problem now, or facing too much internal conflict to make a change. But 80% of these folks will buy within 2 years. You can teach them how to buy now in the time it takes to make an appointment.
3. Double sale: By seeking an appointment, your first ‘sale’ is the appointment. In other words, you’re expunging real, potential buyers who might need your solution but didn’t want, or aren’t ready for, an appointment (but could easily be made ready).
4. Wasting resource:  1. Who (Yes: who?) would use their valuable time to learn something they can learn online? 2. You can use the exact same syllables, and less time/resource/effort to focus on the buying side and offer a service within an interaction that creates a real reason to meet. 3. You’re throwing away numbers of potential buyers because they say ‘NO’ to an appointment.
5. You’re one of many: You’re most likely not the only meeting they’re having, so you’re already in a (price) competition by the time you arrive. The odds are against you that you’re the only game in town.
6. Person meeting you is an unknown: You have no idea who, or what, the person who takes the meeting represents in re Buyer Readiness, regardless of their title. Is he using your data to get buy-in from his team to push his own agenda? Will she use your data to send to their current vendor? If there are only 1 or 2 people at the meeting, these folks are merely conduits, regardless of what they tell you. Not only are the odds good that the ‘needs’ you’re gathering aren’t accurate, the content you’re pitching may not be the most relevant data for their buying situation. Again, do you want to sell? Or have someone buy? Admit it: you have no understanding of the real reason this person has agreed to an appointment.
7. Buying Decision Team may not yet have defined the full scope of need: Has the full complement of Buying Decision Team members been assembled? Has everyone’s voice been considered and integrated, and the person you’re meeting with carry the full complement of problems/needs/change issues? If not, there is no defined, consensual ‘need’.
8. Person may not deliver your message appropriately: You are dependent upon this person to represent you to the Buying Decision Team, at the right time, in the right way. Will he explain your content accurately, at the most advantageous time? What will she unwittingly omit? Will he use your data to compare with your competition? Just because you managed to wangle an appointment doesn’t mean you know how to deliver the message appropriately for that person’s situation, or that person will know how to appropriately share your great content. Hint: you can never, ever know what’s going on behind closed doors.
9. Your message might not be heard: Without an accurate set of data culled from the fully assembled Buying Decision Team, you have no idea what this person is listening for in your meeting.
10. Your message might be inadequate: Are you discussing your solution according to your need to sell or their ability to bring in a new solution? Are you positioning your message to help them get consensus for a purchase they may not be set up to buy?
11. Information gathering/’understanding needs’ dubious: You have no idea what percentage of their Pre-Sales (change management) issues have been handled before the meeting, and cannot know their state of Buyer Readiness. The completeness of the Buying Decision Team, the state of change, and consensus, determine when/if a buyer buys; ‘need’ is irrelevant. When you’re only gathering data based on your assumptions/your need to sell, the data you gather will be flawed or incomplete. And your questions and listening will be biased by your own expectations and needs, missing important data. If you were doing a better job at this, your closing rates would be higher.
12. Neglecting opportunity to facilitate those not ready but able: By merely seeking an appointment, you’re ignoring buyers with real needs who merely need to complete their Pre-Sales change management work. Buyers cannot buy if a purchase will cause disruption that costs more than fixing the original problem.

It’s possible to use your lists and phone time to first facilitate Buyer Readiness– on the first call – before asking for an appointment. Then, with your expert help, buyers assemble the appropriate Buying Decision Team, quickly determine necessary change/purchase issues, and know how to handle the fallout a purchase would entail. You can do this on the phone less time than it takes you to get an appointment.

 CASE STUDY

Here’s a situation that happened to me years before Sales Development Consulting to find ‘sales qualified opportunities’ was a thing. It’s a funny example of how little we know when we make an appointment, and how costly our assumptions of ‘need’ can be.

When I lived in Taos, NM, I hired a sales professional in Albuquerque. While it was only 147 miles door to door, that trip was treacherous going up and down the Sangre de Christos Mountains in the winter and I hated the drive. One day my new hire Anna called to tell me she made an appointment for us to meet with senior folks in a local bank. Working with me she knew she wasn’t supposed to make appointments. “But they asked to see us!” she said, excitedly. “And they need sales training. They’re very excited to meet with you.” I bet her a lunch at my favorite Japanese restaurant in Albuquerque that she’d realize she shouldn’t have made an appointment, that I would do the best I could, but she’d surely owe me a lunch.

We entered a boardroom, with 2 seats for me and Anna on one side, and 3 men sitting on the other. According to their business cards, it was the Branch Manager, Assistant Branch Manager and the Training Director. At the start of the meeting, the men’s chairs were pretty much equidistant.

We shared a few pleasantries as I watched Miguel, the Training Director on the far left, move his seat, bit by bit, away from his colleagues. Within about 5 minutes, he was at least 2 feet away from his nearest seatmate. After the pleasantries, I asked:

The bankers got 37% agreement to make an appointment. The question caused those with a need realize their current bank wouldn’t be able to give them large loans, and they actually requested the appointments with their whole Buying Decision Team present. The bankers closed 29 for a 29% close in 3 months.

By starting with facilitating excellence, we highlighted an area we knew to be a problem, took into account our understanding of the small business owner’s historic relationships with their bankers, and quickly taught prospects how to ‘think forward’ to develop a plan to add resources without threatening their long-standing relationships. And we immediately, on our first question, taught almost 4x the number of prospects HOW to buy from us, and found truly qualified prospects who invited us to an appointment – with everyone present. It saved us from seeking out only those prospects who didn’t have banking relationships and expanded the field.

By beginning your interactions seeking to make an appointment with prospects with a ‘need’, you’re short-changing your sales. Change your criteria. Begin your sales calls by seeking how you can facilitate excellence. Using the model I designed for this process (Buying Facilitation®) my clients have been able to close 30% more than the folks using the same list in the control group, in half the time with ¼ the resources, and without going through the call/conversation/meeting process. And it’s certainly possible to develop scripts and email campaigns to accomplish this.

Design your own facilitation system. Just shift your goals and expectations for what a successful appointment would need to look like (i.e. those who can buy, and who invite the full Buying Decision Team to meet you) and enter each call to facilitate buying. You’ll not only stop wasting time and resource, but you’ll close a helluva lot more sales. Teach your prospects how to know what they need and how to get consensus – and close quickly. And in addition, you’ll be a servant leader Make money and make nice.

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Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, author NYTimes Business Bestseller Selling with Integrity, Dirty Little Secrets: why buyers can’t buy and sellers can’t sell), listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen September 14th, 2020

Posted In: News

Authenticity in Business: differentiating yourself in these uncertain times

Things are changing these days. Of course we’re always in flux, but during this pandemic we’re also in confusion. People either aren’t working, aren’t working in their normal business location, are having difficulty accomplishing normal tasks, or getting shuffled in reorgs; companies are reexamining their status quo and making shifts not considered just months ago. Norms and rules that worked are now suspect.

As we figure out what change means to us, I think there’s a central question businesses need to answer: How will we compete when our industry has new rules, new players, new outcomes and possibly new marketing and sales efforts to respond to, when we don’t know what will stick, what will arise, who our competitors are? Little, it seems, is as it was, and there’s literally no way of knowing what will be. Old standards don’t apply. Now what?

ARE YOU A GOOSE OR A DUCK?

Because there’s so much confusion, because the norms are shifting, there doesn’t seem to be a clear way forward. I have an idea on how to use this time of uncertainty to differentiate yourself.

If you’re like most companies or vendors, differentiating yourself is one of your longstanding challenges. Although your offering is obviously unique, you most likely show up as more similar to your competitors than you’d like: the language, words, phrases, you use to describe your solution and market yourself might be considered industry standard; your website might use fonts, themes, phrases and syntax similar to others in your industry. You might use a more tactical approach that unwittingly sounds like everyone else, making it more difficult to differentiate. After all, if it walks like a duck, quacks like a duck, and looks like a duck, it’s hard to explain that you’re really a goose.

I suggest you use this time to differentiate yourself as a Servant Leader-focused vendor practicing win-win and integrity. In other words, as Authentic. Showing up as genuine, reliable, and trustworthy, with care, concern, and respect, would be a good place to start to become the new you, and certainly a great way to differentiate.

CASE STUDY: WORST SERVICE EVER – BEST BUY GEEK SQUAD

Here’s a case study where the company told me exactly who they were by their disrespectful actions – certainly in contrast to what they say on their site or in their marketing materials. Remember that companies, like people, are always telling you exactly who they are by their actions. And this company told me they had no integrity. They certainly don’t care about customers.

In the past week I spent upwards of 45 hours being abused by the absolutely dreadful Best Buy’s Geek Squad that I pay to provide me with tech support. Phones didn’t pick up; kept on hold for hours and then told by voice message to ‘call back at a later time’; 39 hours worth of holding, waiting, holding; 14 reps, 7 wrong transfers; hang ups. One time, after I’d been on hold for 45 minutes after 22 hours of frustration trying to get a simple problem fixed, the man who answered asked how I was doing and I burst out crying. And he hung up on me.

For 2 days I begged, yelled, screamed, waited, waited, waited, listening to that blasted audio telling me how much their customers matter to them, all the while unable to work because of the infuriating problem that remained unfixed.

Finally, at 5:36 in the morning, after waiting 13 hours after trying trying trying 26 previous hours, (to fix what turned out to be a four minute fix), the tech wrote in the little box that he’d tried to call (not true) but when no one answered (I was on the computer with phone next to me!) he was hanging up (even though he had all the details and passcodes!); I immediately tried talking/writing to him on the little screen but was ignored. Tears. Big tears of frustration. I called back one more time before throwing my computer into the river (I live on a floating home). A young tech answered, saw the problem and immediately fixed it. Four minutes.

I decided to complain, that just maybe someone cared like the audio messages told me they did when I was on hold. I placed many calls to the GM at my Best Buy store where I pay for service. She, Caitlin O’Something, refused to return the calls, but finally, finally, the next day I got a return call from the Tech Manager. Here was the conversation:

Man: I hear you have a complaint?

SD: I’m a client. I tried for 2 days – 45 hours – to get you folks to solve a 4 minute problem. I was treated very disrespectfully. Hung up on, kept on hold for hours and hours and hours. Lied to. Transferred over and over to the wrong people. Let waiting for service for 13 hours. Finally my initial problem was resolved but there are side problems still occurring. I want to speak with the GM.

Man: I’m a tech supervisor and work under her. I can try to see if I can get someone to help.

SD: Why don’t you start off with “I’m sorry.”

Man: Sure. Now let me see if I can get someone to help. I’ll try.

SD: Wait, what? No ‘sorry’?

Man: I understand your frustration.

SD: You do? You understand my frustration? How could you? I find that disrespectful. I bet you’ve never waited for 45 hours to get help from a service provider you paid for. Or been hung up on after waiting a full day? Or kept on hold for dozens of hours? Or been redirected over and over again. I’ve heard your hold recording and know it by heart by now. It tells me you care about me and care about my problems. It tells me my feedback is important to you. That you want to serve me. Right? So serve me. Telling me ‘you can TRY to SEE’ if you can help is not helping. You’re a senior manager, not an hourly worker. You’re representing the GM. Take ownership of the problem. You need to step up and take responsibility. Isn’t that your job? Stop telling me you understand what you cannot possibly understand, say “I’m sorry that happened, Ms Morgen. That shouldn’t have happened to a loyal client. I am a tech manager and will make sure you get the help you deserve. I will own the problem and make sure it gets fixed.”

Man: I’m sorry you feel that way.

And then he hung up on me.

That’s not customer service. That’s not integrity, or Servant Leadership. That’s just plain abuse.

HOW ARE YOU SHOWING UP?

The world is sort of shifting now, in favor of kindness, trust, integrity and authenticity. You can indeed make money by making nice. Here are some questions to ask yourself to see if you’re ready to leave the tactical behind and be willing to differentiate yourself with your care:

• What do you need to believe differently to be willing to truly serve your customers? What does that mean to you? What internal ‘rules’ and ‘norms’ need to be considered? What behaviors could you offer that would exhibit that level of care? What’s the difference between those rules in place now and what you’d need to change? Maybe having real people available for customers to speak with? Or enough folks for support to avoid anything longer than 10 minute wait times? Or human being to call customers within an hour?
• Do you know how your current rules and norms actually affect your customers? I’m sure Best Buy didn’t understand what their sweet promises during hold time actually meant. They don’t care about customers. Does your company? How do you show your customers you really care?
• Are you willing to differentiate yourself by being the best service provider in your industry? To offer such good service that no one would ever think of going to anyone else, that your brand would be equivalent to CARE, or GREAT SERVICE? Most customers would be HAPPY to pay for great service, certainly preferring you over the competition.

In these days, having a good product, a good solution, isn’t enough. What are you willing to do to show up authentically? By showing up as a trustworthy vendor, by having integrity and a great service mentality, by truly seeking to facilitate Excellence with them, you can not only differentiate yourself, but make a lot of money by being nice.

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Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, author NYTimes Business Bestseller Selling with Integrity, Dirty Little Secrets: why buyers can’t buy and sellers can’t sell), listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen August 24th, 2020

Posted In: News

Change Facilitation: the essential skill for turbulent times

Those of us in business (as well as just about everyone these days) are living in confusing times. Learning how to run our businesses and stay afloat, how to remain connected with staff and clients in a way that maintains relationships and endurance, how to work from home and still manage child care and at-home schooling, have no modern precedent. And I’m not convinced the confusion will end any time soon.

Whatever our new normal will end up being will most likely look nothing like the world we’ve become accustomed to. The systems from which we’ve made decisions for decades – the factors we’d made projections and budgets against, the expertise or industry recognition we were adjusted to, the skills we used to communicate, lead, and sell – will have far less value. And we don’t yet know what will take their place.

WE DON’T KNOW WHAT WE DON’T KNOW

Not only do we not know what our future will look like, we don’t even know how to think about it – there’s no ‘There, There’ yet. Our foundations have shifted; new norms don’t yet exist; old ones will fail us because they no longer fit.

With no way of knowing where we’re going or what our new status quo will look like, there’s no way of knowing what skills we’ll need later. Certainly there is no route to success using past norms. Everything has changed. Where folks work from, the jobs that need doing, the client needs and problems, budget and staffing issues…

As first next steps, companies will most likely attempt to work from the ‘old normal’ differently. But after trying and failing they’ll recognize the need for new norms. That’s already becoming obvious as new, creative concepts are making successful debuts in technology, the arts, education, and customer care, to fill gaps where none existed before.

While I personally assume the new norms will drift to the side of integrity, authenticity, respect, values, trust, and fairness, none of us really have any way of knowing. But think about it for a moment: without any conventional norms in place, the only way to assess decisions going forward will be from our guts – usually good indicators of integrity. But the one constant is change.

I contend that the companies who will flourish going forward are those with the skills to successfully facilitate change. Unfortunately, we can’t work from the same standards we used to work from ‘before’. How, then, do we create new standards?

CHANGE

There are many new issues to account for now: the personal for our staff (Do I want to return full time to my office? How can I incorporate time with my children into my workload?) and the professional for our clients and business (What if our clients don’t return? Will I need new marketing strategies? New forms of revenue to match the new temperament? How can I establish trust now?).

All of us must ask ourselves new questions: what must I consider to end up both successful and positioned for a future I can’t yet imagine? What might need to change? Business structure, staffing, organization, management structure, client outreach, branding/marketing/sales efforts, etc. all must go under the microscope.

The problem is we don’t know how to even think about these real issues. Current leadership models work from conventional biases and assumptions; current questioning models work from the curiosity of the leader in relation to existing norms; current sales models work by assuming they’ll find enough folks with ‘need’ to place their solutions – yet those with ‘need’ can’t make decisions now. New thinking must replace most of our long-held assumptions.

The overarching question we face is this: without the myths we’ve worked from, the norms we’ve operated from, the assumptions we’ve made to hire, fire, brand, sell, and organize around, what measures do we now use to compare ourselves against, or truths to think from?

Lots of decisions to make. There are no answers now, only questions. Whatever norms we will develop will become new norms going forward. But not yet. The only measurement we have going forward is our values.

To help address all this change, to help us work toward a future we cannot know, to operate from a blank slate that will inspire new thinking without carrying over the concepts we’ve worked from until now, I believe that Change Facilitation is an essential skill set.

There are just too many issues that represent unknowns to use any of the conventional thinking that has guided us before now: Buyers can’t buy until potentially new stakeholders determine if maintaining their status quo is their best option during their own confusing, risky circumstances; managers have increased responsibility to lead teams possibly working from different locations and time schedules, maybe while home-schooling children simultaneously; priorities of Boards and top leadership teams are not resolved yet, but need to be.

CHANGE IS SYSTEMIC

The issue at hand is how to manage change. Let’s use as the foundational reality that all change must be systemic. Changing one new behavior, one new rule at a time is not only senseless but inefficient. We must restructure our systems.

What are the new norms, rules, beliefs, and values that will take us into a new, unknowable future? How do we operationalize these, and who do we include as we design new possibilities?

There are specific elements necessary to accomplish congruent change. I will list them here but note: each component is filled with unknowns; unbiased guidance is needed to facilitate discovery:

1. Where are we? And what’s missing? Until all stakeholders (unknowable at the start) are included, there’s no way to assess the needs, the damage to the historic norms and practices, the problem areas. All voices must be heard and collaborate to begin painting a picture of a new future. Without everyone’s voice, any missing bits will emerge later (possibly too late).
2. What can we salvage? Again, without all stakeholder voices present, there’s no way to assess what might still work going forward.
3. What rules, norms, outcomes, objectives, need to change now, and what do we change them to? With no baseline standards, it will be necessary to hear the needs, ideas, of everyone as new identities and priorities emerge. Buy-in is crucial; resistance is dangerous.
4. What systems do we need in place? How can we make these flexible enough as we go through trial and error? Who will be responsible for these?
5. Who will oversee this period of disorder? No. Seriously. Who? The answer may not initially be obvious.
6. How will we know what’s right? Are there ways we can build-in trials, success or failure factors so we can change on a dime if need be?
7. What is the timing on this? Will anything new be a permanent change? or roll out in stages?

With so many issues to manage, a Change Facilitator is needed. But it’s not as simple as using conventional leadership practices. It’s quite urgent now that there be no biases, no assumptions, predicated on past successes. Change Facilitators will need to listen differently than before, ask new questions, and have different goals.

FACILITATION REQUIRES DIFFERENT SKILLS

Current leadership models won’t work now:

• The problem set, the outcome, the needed skills, the timing, are unknowns. So there are no clear goals or foundational assumptions to operate from;
• The industry norms are no longer valid and new ones must be developed;
• No one, no one, has answers or even the right questions to ask: a new set of questions and answers must be developed real time;
• Conventional industry biases are no longer appropriate.

We must begin thinking in systems as the fundamental ingredient in any change consideration. No change can happen, no new beliefs or behaviors or decisions or actions, unless the status quo agrees to it.

Real change is the result of reprogramming our physiologic, chemical, automatic, neurological, and unconscious brain wiring. Unless fundamental changes to our beliefs and values, and new rules are developed, our systems are set up to continue doing what they’ve always done. It’s now necessary to enable new choices for new outcomes.

For the past 35 years I’ve been teaching Change Facilitation (named uniquely in each industry I teach in, i.e. Leadership Facilitation, Buying Facilitation®, Training Facilitation, Coaching Facilitation). Since it’s vital to avoid historic judgments to ensure all possibilities are on the table, leaders must approach change with a clean slate and without bias. In other words, leaders won’t have answers, or any assumptions based on past knowledge.

The only way to facilitate change is by enabling systemic change. Here are the topics I teach in my Change Facilitation programs:

1. Systems thinking. Current industry biases are no longer operational. Using systems thinking, there’s a specific trajectory for all change that promotes buy-in, creativity, and collaboration according to the norms of the system – new norms that must be established from a blank slate.
2. Listening. We all think we know how to listen. But as my book What? explains, conventional listening is biased by assumptions and historic brain circuits against which incoming information is translated. I’ve developed a wholly new way to listen that avoids bias. I call this Listening for Systems; it’s a vital skill set for this new era as biases will keep us doing what we’ve always done.
3. Buy-in. Without stakeholders agreeing, no new norms, goals, practices, can be developed. Discovering the right stakeholders, btw, won’t be as obvious now as it once was.
4. Collaboration. Stakeholders must figure out how they, and their teams and unique personal issues, will work together. Answers can only appear when everyone puts their heads together without preconceptions.
5. Integrity. With no norms to work from yet, how do decisions get made? What interim rules must be put in place that will define and represent the group/company?
6. Win-win. We’ve all learned how necessary it is to work from win-win. Companies that made money by creating marketing/sales/leadership practices that were less than integrous will no longer be successful. A route must be developed to ensure everyone wins. Customers are hungry for integrity today.
7. Communication. With industry standards no longer certain, answers will be found in the collective (un)conscious. And make no mistake. This will be messy.
8. Beyond behavior change. Our behaviors are the means we have to exhibit our values. We need new messaging that leads to new outcomes, and operationally translates values. This is key to our future success.
9. Trust. Too often leaders and coaches focused on their own reasons, their own desire to engage (to sell, to change, to influence) and unwittingly caused resistance or sabotage. We don’t have the time to handle resistance right now. We must facilitate, not ‘lead’ choice and change.
10. Enhance creativity and curiosity. Our status quo is just that: set, accepted norms from which we think and decide. To be more creative, to think ‘outside the box’ or beyond norms, to not be biased by what’s been successful up til now, we must expand our parameters.

Change is a systems problem, not an information problem, or a behavior change problem, or an influencing problem. It’s a problem of developing wholly new norms and values that all decision making flows from, operating without bias to enable all that’s possible, and making sure there’s buy-in and collaboration to create cohesion and follow-through.

Normal skills have grown and developed from long-held assumptions that no longer apply. It’s time for internal coaches and leaders to learn new skills that facilitate new decisions, new thinking, collaboration, and true win-win communication.

Please contact me to help your company, and your leaders, learn the tools to facilitate change. I look forward to teaching leaders the new skills.

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Sharon Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, author NYTimes Business Bestseller Selling with Integrity, Dirty Little Secrets: why buyers can’t buy and sellers can’t sell), listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. 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.sharondrewmorgen.com She can be reached at sharondrew@sharondrewmorgen.com.

Sharon Drew Morgen July 20th, 2020

Posted In: News