I live on a floating home on the Columbia River, north Portland, OR, with an intimate connection to the river. I have three decks – one on the river side and two on the ‘lagoon’ side – from which I launch my kayak, welcome friends with boats, share a beer or two with visitors, sit and meditate in the early morning, swim.
My house has twenty 5’ tall windows that admit the light reflecting off the water year-round, so regardless of the season (the weather being unpredictable here in the Pacific Northwest), I have light all around me.
The weather is certainly a factor in our daily lives. Temperatures generally range from 40-80, with drizzle and rain much of December through March and occasional explosions of sunny days so we remember. Spring is variable, and mythically glorious in summer and fall.
It’s the end of March now. Last week it was in the 70s for 5 days. I sat with a book on the sparkly river as an occasional duck or goose swam by, some looking up to see if I had food (Feeding them means they’ll not only return for years but tell their kids and grandkids that I’m a mark. My neighbor Bob used to feed them daily. The day he missed, one spoiled goose went right up to his door, honking, honking, steadily honking, honking for an hour. I had to call Bob to come home and feed him to keep me from going crazy.). Yesterday a sea lion swam by. Huge.
I assume the sun is considering returning full time. But not today; it’s raining again, for a change. And if I don’t look outside to see the wet decks and gray skies, I can remind myself that yes, really, it’s becoming spring.
MY FRIEND
If past years are prologue, my duck friend should be by soon to lay her eggs in one of my tall river-side planters. She’s comfortable with me by now. When I come out her little head rises up, one eye checking that it’s me, then descending back into her job. But when I have guests she’s unfamiliar with her head stays up, alert, watching, aggressively observing, protecting.
Every night I check on the eggs around 8:00 pm when she goes out for food. Two summers ago a raccoon ate the 10 eggs about a week before they were ready to hatch. I found my agitated friend swimming back and forth, back and forth for days looking for her ducklings. I felt helpless. Like I was a bad grandmom.
But last year she had nine ducklings. Nine! It’s always sweet hearing them chirp when they hatch. When they’re a week old, they’re ready to learn to swim. I watch as she gentles them into the water, guiding them first in more shallow water, then after 3 weeks onto the river itself, always keeping them safe. It fascinates me how she knows what they’re doing when behind her; there’s always one who wants to do its own thing, but Mom is quite strict. Nope. In the line with your sibs!
Watching them grow as they learn to swim in the nearby water – those that don’t get eaten by other river creatures – is fun. Last year 7 of them survived. They all came ‘round to see me when they were grown, all the same size as mom, all ready to start their own families. I felt proud as Mom swam with them in circles in front of me, to show them off.
FLOWERS EMERGING
On my daily walks these days I see new flowers appearing. The floating homes have garden pots now budding with tulips and daffodils. The town houses across the street have carefully tended, creative, colorful, postage-size gardens: some wild, some manicured, some small Zen-scapes with stones and water features. Pretty.
Daphne scents the air. The pink and magenta magnolia petals open wider daily to show off their different hues. And that purple ground cover – no idea what it is – is all over. Rose buds. Hyacinths. Pinks, purples, yellows, lavenders. Sweet explosions of color and smell. Spring is emerging.
People outside walking, leading leashed dogs that would much prefer to run free. Everyone smiling. Boats returning. Small boats, some with couples, families, dogs; party boats with music blaring, sometimes the bebop of Ella or Billie, sometimes (unfortunately for my ears) the thump of techno.
Paddle boards with young folks, small dogs on the front; kayakers floating in pods of friends. I do an early morning paddle before the river gets busy and let the downstream current carry me along as I listen to the birds and the silence. Feels like I’m in the arms of something Bigger. A moment out of life. A joy.
Yes, we’re on route to being sunny and warm and sparkly and vibrant for the next 6 months, emerging from our wet hibernation. And I’m delighted.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen April 1st, 2024
Posted In: News
Years ago I sat next to a lovely young man on a plane. Dressed for success, he exuded professionalism.
SD: You’re all dressed up to see a client, I bet. You look great.
YM: Thanks. I am. I’m going to offer my services free to a prospect for 2 weeks and hope he accepts.
SD: I bet you hope that you’ll prove your worth him paying for your services.
YM: I do! But I don’t know if any of it will pan out.
SD: What’s stopping you from facilitating him and his team through their pre-sales decision making so they all realize they need you and are willing to pay for you?
YM: You sound just like this book I just read on helping buyers buy. It was brilliant, and the author says prospects don’t have problems with our solutions, merely understanding their risk of change. And sellers should lead them through the change process before we push product details. I thought that was smart.
SD: (holding back a smile, as he was of course talking about my book Dirty Little Secrets: why buyers can’t buy and sellers can’t sell): So what’s stopping you now from helping these folks first manage their change so they can identify as buyers before giving them free work?
YM: I told my boss I thought we should bring her in to train us all. I got him a copy of her (my!) book. He read half of it then told me it was crazy stuff, that that isn’t the way to sell, and to not do anything she suggests. So I’m sort of stuck.
This man’s boss would rather risk the cost of his travel, his time, his opportunity cost and the prospect’s goodwill than add new sales skills and have a much greater chance of closing the sale. He wasn’t even curious enough, or respectful enough, to allow the man to try something new.
WE’D RATHER BE STUPID THAN DIFFERENT
Groupthink. A form of structural stupidity. Going along with the status quo because…. because what? Is rigidity acceptable merely because everyone follows the same flawed thinking?
I don’t understand why the risk of change with a credible chance of success is greater than the cost of customary activities when their probability of failure is known to be high.
Failure is such a known quantity in several industries that companies build it into their budgets. They
And yet they keep doing what they’ve always done, getting the same results. Hello Einstein!
PUSH BACK
As an original thinker and inventor of proven (and innovative) models that correct for, and entirely avoid, these failures in sales (Buying Facilitation®), coaching, training, and change management (Change Facilitation), I’ve been running into this blind spot for decades. And I still can’t understand why people would choose to continue failing when, with a few changes, they could avoid resistance, enable permanent change and learning, and retain good employees.
But no matter how many books (10, including Selling with Integrity, the first sales book on the New York Times Business Bestseller’s list) I’ve written; how many people I’ve spoken to on radio, tv, podcasts, keynotes over forty years; or Fortune 500 clients I’ve successfully trained (many); I still get major pushback: the risk of change is higher than their need for success.
To show you how endemic the resistance to change is, here are some real comments following highly successful Buying Facilitation® pilots that taught sellers how to close sales in one quarter the time, AND with Servant Leader tools:
(Proctor and Gamble): Given the speed of closing and increased sales we’d experience if everyone used Buying Facilitation®, we’d need to speed up manufacturing, hire more support folks, buy more trucks… It would cost $2,000,000,000 and take us 2 years to recoup. We’re not set up for that.
(Boston Scientific): We got a 53% increase in closed sales and the sales folks loved it. Thanks, Sharon-Drew. But the model is too controversial for easy adoption.
(Kaiser Permanente): We pay sellers for numbers of visits and we have no way to pay per closed sales. [Note: their sales went up from 110 visits/18 closed sales to 27 visits/25 closed sales.]
(WmBlair & Co): This is crazy stuff. This isn’t sales. You folks just got lucky (said folks as they watched their colleagues close sales quickly).
I could go on. Thankfully, early adopters have hired me to train sales and consulting departments in many global corporations over the years. But too often my innovative concepts get compared against the standard tools and folks either don’t believe it’s possible to sell from the Buy Side (client success studies and references aside) or can’t get buy-in from their teams to do anything differently. Groupthink prevails.
STAYING THE SAME AT ALL COSTS
The perceived risks of change seem too high for mainstream. But take a look at the risks of following Groupthink:
In my map of the world, when I see something failing after a fair trial period, I change the thinking behind the problem, not merely move around the chairs. I understand I can’t get it right initially, but failure is nothing but a tap on the shoulder reminding me to do something different. In fact, failure is a necessary element of learning and change. Why has it gotten such a bad rap? And why is it a more potent determinate of action than the possibility of success?
Here are my guesses as to why companies maintain models that demonstrably fail:
Yet resistance, non-compliance, failure to close, failure to learn, failure to not permanently adopt new behaviors, is failure they’re maintaining.
At what point is the risk of change worth taking? When is the cost of failure less than the cost of trialing something out-of-the-box? After all, different thinking is the only way real change happens.
WHAT IS YOUR RISK?
Here are some questions to help you consider going outside the box going forward:
Personally, I don’t consider failure an option. For me, the risk of trialing something new when I know the enormous risks of maintaining the status quo is not a real risk given the alternative. Without innovation, without the risk of disruption in the name of success, continued failure is the only option. If you’re willing to go beyond Groupthink and consider innovative, successful alternatives that have been proven in global corporations, contact me.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen March 25th, 2024
Posted In: News
Your important nonprofit or exciting startup will help the world be a better place, bring innovative ideas to the market, and be quite sucessful. You’ve created a terrific pitch deck, have a highly competent management team and terms, and have identified donor prospects with major gift potential. You’ve designed a multi-channel approach to build relationships with small investors to excite them to becoming large investors. Why aren’t you raising all the funding you deserve?
It’s about how your investors will choose you over the competition. But do you know how, specifically, they’ll choose? Since each potential investor has unique, and unspoken criteria for choosing who to invest in, there’s no way to know. How, then, can you engage them?
HOW DO INVESTORS CHOOSE?
Investor funds are not sitting there waiting for you to show up, no matter how compelling your information, solution, management team or terms. They must choose from among several worthy investments. And certainly they’ll have unspoken, and possibly unconscious political, ecological, or personal biases.
Clearly they’re judging you against some criteria that you are unaware of, and you’re guessing what information to present based on your criteria. Unfortunately, the criteria don’t always match.
Sadly, as an outsider, you have no access to an investor’s hidden or historic arrangements, personal beliefs, or political mind-fields. And asking them directly about their criteria will only get you obvious answers.
How can you set yourself apart from the competition and flush out their choice criteria so you can make an effective pitch? Let’s begin by understanding the difference between how investors choose and what you offer.
ALIGN CRITERIA FIRST
Decades ago as a sales person, I realized the difference between choice criteria (personal, idiosyncratic) vs content (data) when attempting to engage a prospect. I was frustrated with the seeming gap between what I thought prospects needed (my solution, of course) and their willingness to buy, between the information I thought might persuade them and how they made decisions.
When I started up a tech company in London and became The Buyer I realized the problem: selling involved me getting my solution placed; buying involved me meeting specific criteria that managed risk so we could make necessary changes with minor disruption or wasted resource.
Now on the other side of the table, I realized that people bought, or invested, only once their own criteria were met. I had to shift from believing that my details would rule the day, to understanding I had to help investors recognize their own criteria and match it.
I did something I had never done: Rather than designing pitch materials based on what I thought they should know, I began my interactions with questions that helped them discern their decision criteria first, THEN presented my content in a way that fit.
TRUTHS ABOUT HOW INVESTORS DECIDE
To consider the components of a decision to invest, start-ups and scale-ups should consider how investors choose:
To have the best chance to engage investors, begin by facilitating them through the internal, and often unconscious and biased, decisions they must make then customize your pitch to meet their specific criteria.
HOW TO MOTIVATE
Enter your fundraising session with a goal to facilitate decision making. Otherwise, you’re entering into a black box of unknowns, assuming that your ideas, your solutions, or the quality of your deck will get you funded. Money goes to those opportunities that first match their hidden criteria regardless of how you present.
Rather than attempting to inspire and provoke action with a brilliant pitch and deck, I begin my funding sessions by posing questions to help the investors discover their unconscious choice criteria.
For example: As a woman, I know only 4% of investor funds go to women (up from 1% in 1996!) so I pose a question to help them recognize their bias here. I might ask:
By enabling them to make their choice criteria transparent and dialoguing with them, I let them tell me how I fit into their standards or not. THEN offer the specific information to address that specific criterion (and yes, I design a pitch deck with flexibility, beyond the content that I think is important.). So: Q&A first THEN pitch deck.
FACILITATIVE QUESTIONS THAT GENERATE REAL ANSWERS
I’d like to discuss the type of questions I pose. I’ve invented a new form of question that prompts the Other to discover their own answers, unbiased by my needs or assumptions. Facilitative Questions help Others discover their unconscious choice criteria.
(Note: FQs are brain-directional, not information gathering. They use different goals than conventional questions, with very specific words, in very specific order, in very specific sequences to get to the neural circuits within the Responder’s unconscious where their values-based criteria are stored. They are so different from standard questions that they can’t be learned without training. Here’s a link to a Learning Accelerator that will teach you how to formulate them.)
They not only find real answers, but instigate discussions to generate flexibility where possible. Here are some Facilitative Questions that I use during funding sessions:
By posing these questions, you can dialogue with the investors first around substantive issues, begin a relationship, and get rid of the hidden criteria as much as possible. This will certainly differentiate you from your competitors. And don’t worry if some investors don’t want to play: they’re the ones who wouldn’t have invested in your anyway. It’s not only the investors who must choose: you get to choose who you want to get into bed with.
Remember: your solution is great. But so are the other solutions these investors are considering. The problem is not how to position your solution, but how to inspire investors to choose you.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen March 18th, 2024
Your solution is great. You know the narrative of the type of buyers who buy. You’re writing appropriate content and getting it out to the right demographic. But you’re still closing less than 5% from first contact and spending a ton of resource finding different ways to touch the same people as your competition touches – in hopes that you’ll have the right message that catches them at the right time or just grind them down.
Why aren’t more buyers buying? Do you know why your well-executed sales outreach programs – salesperson, social media, digital media, marketing – don’t elicit more closed sales?
DO YOU WANT TO SELL? OR HAVE SOMEONE BUY?
You’re not closing more because your messages target a restricted audience, those who have already
and then you and your competitors work tirelessly to close a sale from that small pool of ready buyers.
Seeking those you believe are probable buyers (those who SHOULD buy) limits your spectrum of buyers to those who are prepared for any change a purchase will cause.
In other words, before people self-identify as buyers, they must first understand that the risk of change is less than the risk of the status quo. A buying decision is a risk management problem before it’s a solution choice issue.
Indeed, the last thing buyers want is to buy anything. Literally: the last thing. People don’t want to make a purchase, they merely want to resolve a problem with the least disruption/cost, and try everything they can to first fix the problem themselves.
By acting as if selling causes buying, we disregard the internal, private, idiosyncratic, systemic change management work buyers must do before they’ve got their ducks in a row and are ready to buy; until then, the risks of change are too high regardless of their need or the efficacy of your solution.
The sales model only handles the buying portion at the end (step 10 of 13. See steps below) of the complete Buying Decision Path. But this is merely a fraction of those who will eventually buy.
Here are the problems you face when targeting people who haven’t yet self-identified as buyers and don’t yet have all their ducks in a row:
Sure, you’re making great information available for those who are ready to engage. But you could be entering earlier and facilitating those who are in the midst of taversing the full range of risk/change management steps along the Buying Decision Path and not accessible with the sales model.
SELLING DOESN’T CAUSE BUYING
The problem has never been your terrific solution but in closing all the sales you deserve to close. It’s because sales are solution-placement driven, seeking optimal ways to get persuasive content to probable buyers in hopes of making a sale, but ignores the much higher pool of real prospects who aren’t far enough down their buyer’s journey to commit or engage.
The sales model is great for when buyers have completed their internal steps for change. But for those buyers who haven’t completed their buy-in and change/risk management issues, and haven’t yet determined if they CAN buy, sales don’t have the intent, skills, or focus. Sales wasn’t created to do that. It’s only meant to place solutions.
It’s possible for us to add a front end to sales and first facilitate people through their internal change work so they can self-identify as buyers. Then you’ll be a true relationship manager, quickly prepare the folks who WILL be buyers, and close quickly. Not to mention with a change facilitation hat on as you begin each interaction, you can recognize those who will become buyers on the first call and not waste time on those who will never buy.
The sales model we’ve been using is based on a model developed by Dale Carnegie, introduced in his book How to Win Friends and Influence People (1937). He promoted relationships, face-to-face visits, finding folks with a need, placing solutions, for which he recommended developing great pitches.
Think about it: while there are certainly a helluva lot more bells and whistles in 2020, the basic skeleton of need/relationship/ appointment/ pitch, remains the same. It shouldn’t be. Selling doesn’t cause buying. They are two different activities.
The buying environment has changed dramatically over the past 100 or so years, far more complex than merely choosing a vendor or solution; the sales model hasn’t. It’s time for new thinking. Let’s join buyers where they really have their real ‘pain’ and facilitate Buyer Readiness earlier in their buy-in/systemic change process.
BUYING MEANS CHANGE FIRST
If prospective buyers might need a new CRM system, for example, they cannot buy until their tech guys, users, time frames, vendor relationships, current software etc. are in agreement, recognize they can’t fix their problem themselves and have assembled everyone who will touch the final solution to integrate the ‘new’.
Sales seeks out folks with ‘need’ in order to place solutions. But need is not the primary factor in a purchasing decision: until the risk of the new is a understood and accepted those who SHOULD buy will maintain their status quo, regardless of their need or efficacy of your solution. And the time it takes them to manage all this is the length of the sales cycle.
Buyers don’t want to buy anything. They just want to resolve a problem with the least disruption and the most efficient use of a resource. And
they cannot buy. Indeed, they’re not even buyers until everyone agrees. [Hence the reason they don’t heed our content outreach].
All prospects/buyers must do this anyway, with you or without you. It might as well be with you. Why not use your industry knowledge to help them figure out how to traverse their steps efficiently? With a different hat on and a new skill set, you can facilitate them quickly through their process and be right there with them as they decide. You want to seek/find those exact ones who WILL buy. And you can find them on the first call. You’ll just need a different hat on.
STAGES IN THE BUYING DECISION PATH
To design messaging to find buyers earlier in their Buying Decision Path, recognize the steps buyers take to be ready and able to purchase:
1. Idea stage: Is there a problem?
2. Brainstorming stage: Idea discussed with colleagues.
3. Initial discussion stage: Colleagues discuss the problem, posit who to include on Buying Decision Team, consider possible fixes and fallout. Action groups formed. Research begins. New team members invited.
4. Contemplation stage: Group discusses:
5. Organization stage: Group collects all internal issues that need consideration, including finding more folks to invite into process; research into the elements of the status quo; fallout to change. Begins to assess the entire scope of problem, resolution possibilities, cost of change/no change.
6. Change management stage: Group to determine:
7. Coordination stage:
8. Research stage: Specific research for each possible solution; seek answers to how fallout and change would need to be managed with each solution.
9. Consensus stage: Buying Decision Team meets to share research consider their givens: downsides per type of solution, possibilities, outcomes, problems, management considerations, changes in policy, job description changes, HR issues, etc. General decisions made. Buy-in and consensus necessary.
10. Action stage: Responsibilities apportioned to manage the specifics of Stage 9. Calls made to several vendors for interviews and data gathering.
11. Second brainstorming stage: Discussion on results of data gathering, calls with vendors and partners, and fallout/benefits of each. Favored vendors pitched by team members.
12. Choice stage: New solution agreed on. Change management issues delineated and put in place. Leadership initiatives prepared to avoid disruption.
13. Implementation stage: Vendor contacted. Purchase made. Everything put in place.
For those who want to explore these stages and all elements of how buyers buy, see my book Dirty Little Secrets: why buyers can’t buy and sellers can’t sell and what you can do about it.
A NEED ISN’T ENOUGH
Instead of only targeting probable buyers and ignoring the much larger pool of real buyers who are merely too early in their decision process to consider buying anything (but will, once they get to that point in their process), add a new focus: seek out folks who want to change, and facilitate them through to becoming buyers.
Note: your current messaging is the wrong tool for this part of their process because it’s not information, need, or buying driven. You need a new skill to facilitate change. To manage this Pre-Sales work, and as an adjunct to the sales model, I’ve developed Buying Facilitation® to
Buying Facilitation® is a generic change management, decision facilitation model that can help buyers traverse that part of their journey that sales doesn’t handle. Using unique skill sets not currently used in sales (Facilitative Questions, Listening for Systems, change sequencing) it was designed to optimize the change/decision process. By adding some new messaging and Buyer Persona targets, you can find those who aren’t touched by your sales messages but are in the process of becoming buyers.
By targeting those who seek change rather than those who might have a ‘need’, by understanding the Pre-Sales (change management) steps all buyers take, by changing your messaging to enable the collection of the full stakeholder group, enable buy in from the disparate voices, and needs, you can find and facilitate the Pre-Sales decision path of those who WILL buy and enable them to ready themselves for a purchase. Here are two examples of success after learning Buying Facilitation®:
Kaiser Permanente initially made 110 visits and got 18 closed sales, wasting too much time traveling to those who WOULDN’T buy. Adding Buying Facilitation® to their sales, they made 27 visits and got 25 closed sales. They still needed to sell – but only to those who were ready/able to buy. And saved a ton of time/money only traveling to those who were real buyers.
Working with Wachovia small business bankers, they went from 100 calls, 10 appointments, and 2 closed sales over 11 months, to 100 calls, 37 appointments, and 29 closed sales in 3 months.
Using Buying Facilitation® outcomes are quite different. It begins by entering as a true consultant, seeking folks who seek change in the area of the seller’s solution. The conventional ‘need’ and ‘solution placement’ mind set not only misses those who are en route to becoming buyers and don’t (yet) have interest in content, but has the potential of alienating folks not already seeking to buy. Not to mention it’s a huge time waster.
Using Buying Facilitation® as a preliminary skill set,
It sounds impossible if compared with the sales process of prospecting, qualifying, and pitching and ultimately closing 5%. But the entire process is different. With the focus on first facilitating the complete Decision Path from beginning to end (focus on change, not on selling), Buying Facilitation® expands the possible target audience by a factor of 8, to include those in the buying decision process, not just those who have completed it (the low hanging fruit). It’s a true Relationship Management tool, and saves time as sellers only sell to those who WILL buy.
Once people know all – all – of the elements (most are hidden, personal and idiosyncratic) of their Pre-Sales decision/change steps and have realized they cannot resolve a problem without outside help, they are buyers and seek a solution. By this time, they’ve gone through their steps and are have recognized that bringing something new in will ‘cost’ less than maintaining the status quo. Design messaging to help them traverse their steps (Note: offering information about your solution until this occurs is irrelevant) to manage change and consensus – and THEN sell. We wait while they do this anyway and run after the ones who have completed this journey. Why not add a new criteria and skill set to what you’re already doing and expand your focus to find those who WILL buy.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen March 4th, 2024
After spending 30 years deconstructing the mind-brain interface that enables choice and decision making, and training a decision facilitation model I developed for use in sales, coaching, and leadership, (Buying Facilitation®), I’m always amused when I hear anyone deem a decision ‘irrational’.
Only outsiders wishing for, or assuming, a different outcome will designate someone’s decision as ‘irrational’. I doubt if the decision-maker says to herself, “Gee! I think I’ll make an irrational decision!” I could understand her thinking it irrational after reaping surprising consequences. But not at the moment the decision is being made.
HOW WE DECIDE
We all make the best decisions we can at the moment we make them. It’s only when someone else compares the decision against their own subjective filters and standards, or use some academic/’accepted’ standard as ‘right’, or judge the decision against a conclusion they would have preferred, that they deem it ‘irrational’. I always ask, “Irrational according to who’s standards?”
There are two components to making a decision. The brain; and the criteria against which the decision maker weights their options.
Brain: All of our actions arise from neurological, biological, physiological, electrochemical and automatic interactions in our brains. When we think, listen, hear, see, our brain goes through several processes before finding familiar neural connections to translate the incoming vibrations into decisions, behaviors, habits. Even when something brand new enters, we end up using existent – historic! – cell assemblies to translate it, restricting us to what we’ve done and thought before. Net net, our decisions emerge unconsciously, and sometimes don’t reflect the full fact pattern of all that is possible.
Data weighting: to ensure congruency, our brains compare incoming content against our mental models, an unknowable set of highly subjective factors including
Personal beliefs, values, historic criteria, assumptions, experience, future goals;
Possible future outcomes in relation to how they experience their current situation.
No one uses the same data set, or has the same criteria, beliefs, or life experiences the decision maker uses to evaluate their decision.
Each of us have unique brain systems; different mental models, connections, neural pathways, histories. There’s not a single person whose brain is organized as anyone else’s. In other words, we just can’t judge others according to our own standards.
Indeed, there is no such thing as an irrational decision.
CASE STUDY OF AN ‘IRRATIONAL DECISION’
Let me offer a simple example to explain. I recently made an agreement with a colleague to send me a draft of the article he was writing about me before he published it. Next thing I knew, the article was published. How did he decide to go against our agreement? Here was our ensuing dialogue:
SD: I’m quite upset. How did you decide to publish the article after agreeing to send it to me before publishing?
BP: I didn’t think it was a big deal. It was only a brief article.
SDM: It was a big enough deal for me to ask to read it first. How did you decide to go against our agreement?
BP: You’re a writer! I didn’t have the time you were going to take to go through your editing process!
SDM: How do you know that’s why I wanted to read it first?
BP: Because you most likely would not like my writing style and want to change it. I just didn’t have time for that.
SDM: So you didn’t know why I wanted to read it and assumed I wanted to edit it?
BP: Oh. Right. So why did you want to read it?
SDM: My material is sometimes difficult to put into words, and it has taken me decades to learn to say it in ways readers will understand. I would have just sent you some new wording choices where I thought clarity was needed, and discussed it with you.
BP: Oh. I could have done that.
While a simple example, it clearly describes how we judge situations according to our Beliefs, assuming everyone is operating with the same ones. But that’s not true: each decision maker uses her own subjective reasoning regardless of baseline, academic, or conventional Truths.
In our situation, my partner wove an internal tale of subjective assumptions that led him to a decision that might have jeopardized our relationship. I thought it was irrational, but ‘irrational’ only against my subjective criteria as an outsider with my own specific assumptions and needs.
And everyone involved in group decision making does the same: enter with unique brain configurations and personal, unique criteria that supersede the available academic or scientific information the group uses. This is why we end up with resistance or sabotage during implementations.
STOP JUDGING DECISIONS
What if we stopped assuming that our business partners, our spouses, our prospects were acting irrationally. What if we assume each decision is rational, and got curious: what has to be true for that decision to have been made? If we assume that the person was doing the best they could given their subjective criteria and not being irrational, we could:
ask what criteria the person used and discuss it against our own;
communicate in a way that discusses assumptions, differences, gets curious, enables win-win results;
agree at the start to work from the same set of baseline assumptions and remove as much subjectivity as possible before a decision gets made.
In other words, to make sure we understand where Others are coming from, we need to become aware of any incongruences and find common ground. Because if we merely judge others according to our unique listening filters, many important, creative, and collaborative decisions might sound irrational.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen February 19th, 2024
Posted In: News
I’m writing to complain about vendors – more specifically, the way they’re engaging with customers these days. They seem to forget that we’re the ones paying their salaries; one of the ways to exhibit their commitment to us is by making themselves available. It’s part of what we pay for when we choose their product – a differentiator, if you will.
But now there’s little differentiation: most vendors have reduced us to faceless numbers, to a sort of currency: in exchange for us making a purchase, they take our time, our loyalty, our good will and fail to deliver any meaningful connection when we need support. Personally, I’m getting really annoyed.
Here are some situations I’ve faced lately:
After hours of research and thought, I decided to purchase a somewhat pricey, certainly unnecessary, personal item. I decided to buy it directly from the manufacturer and pay the extra bucks to get the service they offered. When attempting to purchase the item, I was immediately hit with a near-page-sized popup that wouldn’t go away unless I hit ‘allow’. I looked up ‘contact’ and was given two options: email or chat. OK. Maybe a bot could help me buy the damn thing. I asked chat how to get rid of the popup so I could buy the item and was told to just hit ‘Allow’ and then buy it! Nope. They obviously want my name more than my money. Next.
Yesterday, I went to Baskin Robbins to get my bi-monthly hot fudge sundae. I’ve gotten the exact same thing for years: hot fudge, jamoca-almond fudge ice cream (the regular scoops, not the smaller sundae scoops), and extra nuts. I laid out the $6 I’ve always paid and was told I owed $2.50. What?? The associate said it was for the larger scoops and the extra nuts. But I’ve never paid extra for those things and I’ve been coming here for 7 years! I knew the kids that worked there, and the owners Joe and Annette were terrific! “The original owner sold the store. I was trained by corporate. I’m charging you according to the rules.” But why wasn’t I told there might be different prices? I’ve always paid $6! “The prices are right there on the menu. You should have read them.” I see you’re putting rules before people, said I. “Yup. Just doing my job.” Precisely. I wonder how many customers came regularly because it was like family and who will now be seen as rule-followers.
Last week, I had to go through the rigamarole of returning an Amazon item. I waited 45 minutes in a long line at Whole Foods because the scanner was broken. I remembered when I could call Amazon directly and they’d send me a link to drop the package off at Mailboxes Etc. Thankfully I rarely send anything back (This was a defective item.), but I’ll certainly rethink my choice of vendor with an unknown item.
And don’t even start me on the lost, wasted time I’ve spent – hours and hours! – waiting for customer service reps to answer. Once, waiting to solve a huge tech problem with Best Buy (who I paid for tech support), I was put on hold for 13 hours! They finally called at 3:00 A.M.! The techie said to my sleeping, groggy self, ‘Hi. How are you?’ “Well, it’s 3:00 a.m. and I’ve been on hold for 13 hours, so not a particularly happy camper.” And he hung up on me!
What about the self-checkout at the grocery stores? I used to have lovely chats with the cashiers. One Wal-Mart cashier said she’d like to make my day by subtracting $1 from each purchase! I didn’t save much money, but it made me smile and revisit that particular store frequently. What about airline agents? They always found creative, cheaper routes with great travel tips. When I made hotel reservations I seemed to charm the clerks into giving me best rooms, or special rates.
What about customer service folks who used to be available in each company to answer questions? Gone! All switched to digital, to screens and confusing choices, with no way to pose questions except sending emails that won’t be returned or ‘talking ‘ to those stupid chatbots who always seem to have the wrong answer.
Now I’m left scrolling down some corporate site trying to figure out options, and getting more and more annoyed.
How did we end up so commodified that our value, our worth as customers, is merely a function of a company’s profit and greed? I wonder if companies have tested customer loyalty pre- and post-digital. Surely there must be a falloff. I wonder what it’s costing them.
Being able to complete tasks digitally doesn’t mean it should be the only choice. And certainly digital can’t be that much cheaper in the long run. I miss the old times when I could speak with someone human. Am I the only one unhappy? I sure hope it reverts, and vendors realize that caring for customers is part of their promise.
___________________________
Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen February 12th, 2024
Posted In: News
Do you know why you get resistance? No, really. Do you?
Let’s imagine you’re in the 6th grade and your Mom buys you a lunchbox to use instead of your backpack. Nope. Not going to happen. Nothing to do with the lunchbox or your wonderful Mom. You just don’t want to be a dork. So you refuse. When your mom persists or tries a reward to get you to use it, you either lose the lunchbox, leave it on the bus, or keep forgetting it at home.
What happened? You were being told to do something that went against your beliefs and your identity. You weren’t asked first if you’d use a lunchbox, or given a good reason to change – just given it and told to use it. So you resisted.
WHEN DO WE RESIST?
We resist when being told what to do without our agreement, without accounting for our personal (and usually unconscious but historic) risks, without having been part of the decision-making process that concluded with our needing to do something different. Will our daily routines be different? How high is the learning curve? Will we be seen differently by our colleagues? What’s the cost, the risk, to our identity and beliefs?
Leaders get problems fixed. Does that mean they’re the ones to generate the goals and do the planning? What if the best solution is larger than the leader’s vision?
Resistance occurs
They never asked for a lunchbox, picked out the lunchbox, or agreed to use the lunchbox. It’s only natural they’ll resist.
I believe that the folks involved with the initiating problem must spearhead the change effort, with support and guidance from the Leader. I believe the job of a Leader is to enable Followers to discover Their own best excellence and help Them achieve it.
WHO HAS THE KNOWLEDGE BASE?
Indeed, Leaders can’t know the full set of problems that need fixing unless the voices of those who have been part of the problem, and those who will be part of the new solution, are heard and involved from the beginning.
When called by a Leader recently to help him lead his team beyond their resistance, I noticed their change management flow chart had ‘introduce to front-line workers’ (the folks to carry out the new) was Step 6. Why bring them in so late? “They’re not needed until the Leaders begin the planning process. Then we give them a say. We’re always surprised at how little input they offer or how much pushback we get.”
There’s no way a Leader can know the full data set involved without discussions with the front-line workers. After all, the problem has been around for a while and there’s a history of fixes that have been tried – what’s worked, what hasn’t.
Sometimes these folks have ideas for simple fixes that Leaders wouldn’t have considered or recognize problems the Leaders aren’t familiar with. They’re certainly great sounding boards, and help the process moves forward efficiently. By failing to do so, Leaders actually cause their own resistance problems, regardless of the efficacy of the new solution.
CASE STUDY
Here’s a true story that very simply exemplifies the problems involved and the ramifications of leaders assuming good employees will do as they’re told.
A colleague of mine called to get help with a client. Ed is a noted corporate coach (on the cover of INC. magazine as coach of the year!). His client Susan had hired him to help Lou, a long-standing responsible manager who was failing to perform the new work he was given. Before firing him, she thought Ed could help him get on board with the new changes. Ed had just spent 3 months with him and failed. He called to see if I could do anything different and save the man’s job.
I decided to do a role play with Ed as Lou, to see if Ed could recognize anything different in my approach from the client side. Since I knew I’d be asking questions that he might not have asked, I asked Ed to fabricate responses based on bits of what Lou had said. Here was our role play.
SD: Hi Lou. Thanks for taking my call. I’m a corporate coach and Ed asked me to speak with you in case my style is more comfortable for you.
ED/LOU: That’s fine. What are we doing here? Why are so many people involved without my knowing about it?
SD: You’re right. I didn’t know you weren’t told I was calling, and I’m sorry. I should have checked. I’m trying to help figure out what it is about the tasks you were given that seem so problematic.
ED/LOU: Why is everyone trying to get me to do X? I’m not avoiding the work, just not doing it to Susan’s expectations apparently. But I have no idea what success would look like. And if it’s upsetting her so much, why haven’t I been given what I need to succeed? And why haven’t my ideas been included?
SD: I hear that you were given work without knowing what was expected and had no part in the design of the action plan.
ED/LOU: Right. Susan just came to me and said there were going to be changes, and my new job would entail something new – things I never learned to do. I had no say in the matter, and suddenly I was meant to take on responsibilities I have little skill in, with no offer to have anyone teach me. Not to mention these new tasks still don’t fully solve the problems we’ve had. But I wasn’t asked for input, so how would the leaders know what I know? And how am I supposed to learn? They keep assuming I can just DO this, but I can’t do it well. After years of being really good at my job, why would I want to do something badly, with no training, and with no idea what my learning curve is?
SD: I assume you told Susan all this?
ED/LOU: I told her several times. She kept telling me it was easy, to just start doing it and she didn’t mind if I failed at first. But I mind. I’m a professional and aspire to getting my job done well. Besides, why would I want my colleagues and reports to see me fail? And the work is not helping solve the problems we’ve got. Why wasn’t I brought into the original brainstorming? I know simpler ways to solve our problem more efficiently. And they’re not even getting to the full problem set!
SD: Sounds like it would have made a difference if you’d been brought in at the beginning and given a voice. And it sounds like you’re not being given the respect you deserve as someone who has experienced the problem firsthand.
ED/LOU: Right. The work I do daily involves speaking with customers. Why would the leaders try to resolve a problem without listening to my knowledge? And now I’m being told to do something I don’t think will work, that I’ll fail at, and the company will not benefit from.
SD: Sounds like a failure all around. What happened when Ed coached you?
ED/LOU: He just gave me tasks to do on his own timeline, and never asked what I needed differently to achieve excellence. I’m happy to change, but I need some hands-on guidance. I tried to make everyone happy, but they all seemed to have some unspoken criteria for me and I failed to meet it. Am I really going to get fired because I can’t do what they want me to do when I know there are better ways to fix the problem?
At this point, ED stopped the role play.
“I’m surprised at how much unspoken data I had about Lou that I never used during our sessions. I had assumed my job was to get him to do what Susan wanted, but I hadn’t realized the price everyone was paying for not taking his ideas or needs for buy-in into account. He was certainly excluded from the goal setting and discovery elements of the change management planning. Obviously he never had a say in creating the new tasks, or in how the leaders defined their goals – and he might really have an effective solution that’s not been considered. On top of this, no one is providing real training. No wonder he’s resisting. And we’re not listening.”
This happens daily. Leaders proceed to implement new goals with inadequate buy-in. They also assume they have the knowledge to make decisions from without obtaining the full data set.
HOW TO AVOID RESISTANCE
Without listening to the voices of the folks involved with the problem – those involved in the processes that caused the problem or will be responsible for achieving the new outcomes – there’s no path forward that doesn’t carry resistance.
I suggest there’s no need for anyone to resist if you bring them in at the very start to help us craft our change management path. Here are some questions for Leaders to ask themselves to prepare:
We get resistance when attempting to push our goals on to others without their buy-in. Facilitating consensus might take a bit more time upfront, but maintains loyalty, promotes creativity and a positive execution, and obtains a more robust outcome with no resistance.
_________________________
Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen January 29th, 2024
Posted In: News
Marketing is currently designed to inspire, identify, and engage potential buyers in a way that leads them to action. The baseline assumptions are that good content in the right hands, or engaged relationships that create connection, will provide the foundational components to cause buying. But do they?
Before people become buyers they have work to do that’s not buying related, outside the purview of both marketing and sales, and won’t be activated by conventional sales or marketing strategy.
I contend that marketing and sales could be so much more effective if they added the capability of finding, engaging and facilitating not-yet buyers through their Pre-Sales, change- and risk-management issues – the stuff that precludes them from identifying as buyers initially but who will be once they’re ready.
THE RESULTS OF OUR OUTREACH
Currently sales and marketing spend money/resource finding names and inundating them with content, hoping to evoke a sale. But success has been elusive, and we must ask ourselves these questions:
I think the answer is ‘no’ on all counts. It’s because we’re focused on the Sell Side and overlook the Buy Side. And they’re two entirely different things. Let me explain.
Before people consider themselves ‘buyers’, or have clarity on what, or even if, they’ll buy anything, they have Pre-Sales work to do. This is why they ignore what we send: it doesn’t seem relevant, regardless of a need or the efficacy of our solution. It’s like a realtor sending you details about a terrific house before you and your family have decided to move.
Until people figure out the bits and pieces they must handle, until they know they’re going to fix something rather than leave it as it is, until they understand the risk of change, they don’t seek to buy anything and will ignore outreach. Indeed, until the preliminary issues are addressed, they won’t even know what information they need!
MANAGE CHANGE THEN BUY
A buying decision is a change management issue issue before it’s a solution choice issue. And there are far more people in the process of deciding – i.e. people on their Buying Decision Path – than there are those who show up as buyers. But as of now, neither marketing nor sales addresses this segment of a prospective buyer’s process.
It’s possible to facilitate buyer readiness with different thinking.
Right now our outreach is limited to folks who meet the demographics and search terms that imply to us they have a need.
But our ‘need’/solution-placement focus only attracts folks who self-identify as buyers, reducing our target audience to those relative few who have completed their change-, risk-management, and decision-making activity while ignoring a much larger group who have not yet identified as buyers (and will not read our marketing content) but will buy when they’re ready.
We’re not reaching them now because our selling criteria is disparate from their buying criteria: we need different outreach strategies to connect with them.
And yes, it needs new thinking and new types of content, but it will prove its worth in short order: since people must manage change and risk anyway before they become buyers, we can enter earlier, help them do what they need to do more efficiently (based on their unique change criteria, NOT based on the solution being sold), prove our worth as trusted advisors, and THEN sell.
In other words, facilitate the necessary change management issues first (with a different skill set and goal) so when it’s time to sell you’ll be speaking with folks who have already self-identified as buyers and are real prospects. Then you’ll spend less time pushing solutions and running after folks who won’t buy, and devote your time to closing those who are now eager to hear what you’ve got to say.
WHEN DO PEOPLE BUY
At the start, people don’t want to buy anything, merely resolve a problem at the least ‘cost’ to their system. They only become buyers once they
Regardless of how sophisticated our efforts at prospects, until people have completed their change- and risk- management work above, they are not buyers, regardless of their need or the efficacy of our solution. They certainly won’t be lured by marketing that pushes content they haven’t yet recognized they want.
And this is why we fail to close more sales: we’re assuming our content will entice, when they’re not looking for enticement. With our current solution placement/’need’ lens, we’re merely hoping and guessing our missives will inspire buying when we could be engaging and leading real, but not-yet-ready, buyers through their Buying Decision Path.
Certainly we capture some eyeballs as folks do research on route to fixing their problem, but these folks aren’t engaged buyers and often ignore what they read or we’ve sent them: they’re not ready, and they’re not yet buyers. In other words, a high percentage of folks who may be our target market are not actively buyers. Yet.
I suggest it’s possible to generate a much larger group of in-market buyers by first facilitating folks who haven’t yet completed their change process and be their natural choice once they’re ready.
HOW CHANGE MANAGEMENT INFLUENCES BUYING
I figured out the ins and outs of buying decades ago. When I became a tech entrepreneur in the 1980s after being a sales professional for many years, the differences between the Sell Side and the Buy Side became obvious.
When I began hiring and managing, it hit me that a decision to buy anything – leadership training, software – was more complex than I had realized when I was a seller merely trying to place solutions. As a responsible leader, I had to first try to resolve the problem internally, understand the full problem set by hearing from all involved, and get everyone’s buy-in for any change.
Ultimately, until we all understood the ‘cost’ (risk) of the change to our job descriptions and policies, and were certain we couldn’t fix the problem ourselves, I would have been irresponsible to consider making a purchase.
That’s when I realized the problem I had as a seller: buying and selling are two wholly different mind-sets and activities! The Buy Side is change management-based; the Sell Side involves solution placement. And both sales and marketing overlook this discrepancy.
It’s possible to engage folks who are on route to becoming buyers by leading them – with no bias, pitch, or influencing from us – through the change and risk issues they must manage before self-identifying as buyers. And both sales and marketing can play a part here.
Marketing can begin to engage with folks who might be buyers by first offering targeted content that facilitates these change issues, such as helping them figure out who to include in proposed change, or how to trial workarounds.
The goal is to offer tips for each of the 13 stages folks must go through before being ready to buy. In other words, help them navigate their necessary Pre-Sales change path so they’re ready to buy. Once buyers have understood and addressed their unique internal challenges, sales takes over.
Right now, because this idiosyncratic process has nothing to do with our solutions, or what people ultimately buy, sales overlooks this activity. Note: until prospects understand that the risk of making a purchase is less than the risk of staying the same they cannot buy, regardless of their need or the efficacy of our solution.
And we’re left waiting for them to show up while they complete their internal action steps. (After training 100,000 sales professionals, I’ve never met one who absolutely knows who will finally buy.) And frankly, they don’t read our stuff or take our calls because they haven’t completed their steps and aren’t aware they need us (yet).
If we begin by first facilitating the necessary change issues, we can collapse the decision-making time, earn their trust, and be there to sell once they’ve finished. Until then they won’t buy anyway! And the time it takes them is the length of the sales cycle. Remember selling doesn’t cause buying.
FACILITATE CHANGE-MANAGEMENT FIRST
Once I realized that change management preceded buying and that sales overlooked it, I developed a unique change facilitation process I named Buying Facilitation® for my own sales team. Instead of beginning by seeking folks with need, we sought folks seeking change in the area our solution could support, and facilitated them through the steps they had to take anyway as they approached problem resolution.
Once they completed their work with our help and the targeted articles we offered (How to Engage the Right Stakeholders, etc.), we were in line to be their chosen providers. I was happily surprised that we no longer needed proposals, and our pitches were greatly diminished as most of their decision making was already done by then.
We were seen as an active participant in their change and decision processes, a true trusted adviser, and there was no content push that risked annoying them. Not only did sales close in half the time, we stopped wasting time because we spent more time facilitating folks who were real buyers. My business doubled.
In case you want more data on the 13 steps all people and groups take as they manage their change issues, I suggest (and here’s a pitch!) you get my book Dirty Little Secrets: why buyers can’t buy and sellers can’t sell. It lays out each of step in separate chapters with a very detailed case study at the end.
Obviously this is different than what we’re used to as the outreach is not based on placing a solution. Because of the different focus and goals, the new thinking brings up questions: are we willing to
Of course we use customary sales tools and Sales Enablement once these folks are ready to buy. By starting with a facilitation hat on you’ll
You’ll end up with a higher quality prospect, a higher closing probability, and a competitive edge as you truly serve folks by helping them get their ducks in a row.
Also, I suggest marketing (ABM, Demand Gen, Lead Gen, etc.) can target people through each of their change management steps; build real relationships; and provide the right story line to continue to advance people through to becoming buyers.
Ultimately you’ll end up with vetted buyers to hand over to sales – hence, more closed sales. And of course the process can be used to keep customers engaged during the customer life cycle.
The days of using marketing only to offer product details are behind us. We’ve got the technology and the knowledge to enter a Pre-Sales change management journey and hand over a great, actionable list, to sales.
NEXT STEPS
For sellers doing in-person sales, my Buying Facilitation® model offers new skill sets (formulating Facilitative Questions, Listening for Systems, etc) that I’ve taught in many global corporations for over 35 years. (Clients: IBM, Kaiser, HP, Morgan Stanley, Wachovia, KPMG, Bose, DuPont, P&G, etc.) My clients consistently close 8x more than the control group. This could be your competitive edge. After all, the time it takes them to complete this is the length of the sales cycle.
I continue to pose the question I began posing in 1985: Do you want to sell? Or have someone buy? They are two different activities. And now we can do both. But are you ready? And can I help? My site explains my change management and sales models.
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Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen January 22nd, 2024
Posted In: News
I live on a floating home in the Columbia River in North Portland, OR. Daily life is just like living anywhere else, except occasionally my services are a bit wonky. For example, for the past months I’ve had issues with my cable/internet provider Comcast and thought maybe it was because my cable lines are under water.
Turns out that wasn’t the problem; it was a case of bad customer service. Seems me and my provider have two different definitions of what constitutes good customer service.
THE STORY
After 10 calls and tech visits in the last three months to get the same problem fixed, Comcast tech David Peters showed up. This time I was particularly annoyed because I had no cable, no internet, no tv, from Saturday til Monday. I love to read, walk, kayak. But geesh – Rafa Nadal and Novak Djokovic were playing and I missed them!
David was the last in a long line of young men (yes, all men) to show up. But this time there was a difference.
“I noticed how many people have been here to fix the problem. Seems they all did something different but each tried just one thing. But I’m going to fix it permanently. I’m going to think about your problem as a system. I’m going to change out the cabling from the source, give you all new switchers (Did he say routers??), and then check the frequencies to see where there are glitches. By the time I’m done the problem will be resolved.”
David was here for hours – apparently he defied the management calls he received telling him he’d exceeded his allotted customer interval (and most likely one reason my problem was never resolved to begin with, just sayin) – and was quite diligent.
He did it all: came into the house to check all internal lines, got a ladder and checked outside connections, went to his home office to get new cable, and actually got a special tool to remove the deck where the cable lines initiated under the water! And he fixed it! No more problems! Then he came and found me and asked me to check his work to make sure I was satisfied.
I told him he gave me great customer service and asked if Comcast ever requested ideas from him as to how to best serve customers, or on patterns he noticed in the field that the management could correct from their end.
“One would think they’d come to us, no? Hahahaha. But they don’t. Instead they send these bot calls to ask if you’d choose Comcast again because of the field tech’s work. That makes no sense! It’s an annoying, pointless question with no answer. Why not ask me? Why not ask me what they could do differently? Or ask what I need from them to give customers I’m visiting great service? I am not convinced they really want to resolve any problems.”
His response was spot on. But this makes me curious: how many companies really (really!) care about fixing problems from their end to make customers happy?
WHAT IS A CUSTOMER?
Best I can tell, companies don’t understand how, or even why, to put customers first. I recently read this sentence on a customer service site (Revechat): “With increasing evidence that customers are the backbone of businesses….” Do we really need evidence that customers are the backbone? Without customers we’re not in business.
The best service I ever received was in the health-food store Cyd’s in Taos, NM. He started each day with a staff meeting, asking “Who pays your salary?” and they yelled out in unison: “Our Customers!”
And who is a customer anyway? I believe our employees are our first customers. When I keep my team happy they keep clients happy. Remember the old myth that the Nordstrom customer service rule book was one line: Use your best judgment. Once you require employees to use best judgment, you must hire employees you can trust. And then you must trust them.
THE CUSTOMER VS THE COMPANY
The biggest misunderstanding companies have is that it’s about them. To truly care about customers, they must actually put the customer at the very center and TRUST that their service, their reputation, and the desire to keep customers – and keep them happy – will pay off the resource expenditure.
Most companies are rule-bound and tech heavy to save money, time, and resource. I was once called back by a customer service rep on his own phone, during his break. He wanted to make sure I got my problem fully resolved because there wasn’t time within the 3 minutes he was allowed per call to take care of me. That’s just wrong. They hired the right guy but gave him the wrong rules.
Companies must regulate at the values level and stop trying to police staff and clients at the rules level. It harms everyone and you lose just as many good employees as you do good customers.
I was recently hired by a well-known multinational to find out why they had such high turnover. I spoke with 30 department heads and middle managers. 4 of them cried (literally!) when recounting feelings of being disrespected and ignored. They had even stopped complaining because they felt the management didn’t care.
The company was paying them well above industry standard, so they just collected paychecks and no longer offered ideas, creativity, or enthusiasm. Most of them admitted they were looking for other jobs. And from their comments, sounded like they weren’t taking such good care of their customers either.
THE TRUTH BEHIND CUSTOMER SERVICE METRICS
Personally, I believe that most metrics in this area (CSAT, NPS, CES) are designed to gather specious, meaningless data. They certainly do not offer companies ideas with which to improve.
The NPS score merely highlights results following a single interaction, albeit in a distorted way. Indeed it’s spurious: if a customer has a good interaction they’ll provide a higher score, a bad interaction a bad score. How do I rate a poor call from a good company? Or… Useless. There’s no way to know what, exactly, worked or didn’t work, or what to do differently.
The CSAT score only tracks people who respond, obviously a biased sampling. It certainly misses any specificity of what a company can do to become better.
CES score is devious. While a customer might ignore a company they find difficult to work with, they won’t necessarily choose a company that’s easy. Not to mention ‘ease’ is not necessarily an indicator of good customer service. What, exactly, is being measured?
And save me from those chatbots! They don’t work, get people annoyed, and everyone I know figures out how to avoid them. A colossal waste of time, effort, and money. Maybe in 10 years when bots know how to have real conversation and show concern.
REAL METRICS
To have good data to improve your company, I’d create a wholly different type of scoring system based on surveys and questionnaires with questions like:
The answers will provide companies specific ways and ideas to improve, and let customers know they are cared about and their ideas are respected. So much more specific than ‘happy’ or ‘easy’.
Current metrics don’t give companies the data they need to improve. But I’ve got some ideas. Since I believe that happy employees lead to happy customers, I’d take the company pulse first.
How much staff turnover are you experiencing?
A high turnover means unhappy employees and most likely unhappy clients. Then, I’d look at customer retention/customer churn. Happy customers don’t leave, even if there’s a better price elsewhere:
How many customers are leaving? Do you know why?
I’d also want to know how long it takes, and how many contacts, for a customer to get their needs met. I personally believe it should be a first-contact resolution. It not only saves a customer’s frustration, but saves time and money and effort with staff:
Whoever answers the phone owns the problem or takes responsibility. This person will ask the appropriate questions and do whatever is necessary to solve the problem and get back to the client. It saves a company so much time, saves on hiring and training the folks down the line who quit due to customer frustration (After speaking with 7 people, repeating their problem over and over, and being on hold for countless hours, customers are not happy communication partners). The customer does not get served, the staff don’t get treated well, it’s lose/lose.
To provide good customer service, respect and serve your customers! Make it easy for them. They bought your service along with their purchase. Take care of them!
CUSTOMER LOYALTY AND RETENTION
As business owners, we are responsible for serving people – staff and customers. Our companies are the vehicles with which we serve. We must trust that by serving people we will profit and grow.
Here are my thoughts for improving loyalty and retention:
Customer loyalty and retention are the same. When you put customers first they are loyal. And it’s never a price issue. Make customers feel cared for and they’re yours.
______________________
Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen January 8th, 2024
Posted In: News
Think about the number of stars in the sky. Let’s say you’ve been told that 500 of them would provide elements of a good resolution to one of your problems, although some would be better than others. You’re offered a spaceship to bring you to just one of them. How would you know which star to choose given you can’t know where they’re located or what, specifically, they can provide?
Now, let’s parallel your brain with the stars, although there are more synapses, neurons, and circuits in your brain than there are stars in the sky! The problem above is the exact problem your brain faces whenever you want to do or decide something: you have a wish, an aspiration; you want to make a new decision; your team needs to figure out how to approach a new initiative.
To make your decision, your brain must send the ‘request’ to one grouping of your 1,000 trillion synapses, neural pathways, circuits (etc.) for translation into action. How does your brain choose which circuit to send it to? And how do you know it’s the best possible choice?
In this article I’d like to explain how your neural circuitry (abbreviated here as ‘circuits’) creates and biases everything you experience, and why you get resistance when pursuing change.
BRAINS MERELY INTERPRET SIGNALS
Your feelings, what you hear, see, do and decide, come from your mind-brain interaction. Few of us realize that everything we experience comes from instructions sent from our brains, chosen mechanically, without meaning, by some bewildering, mechanistic neurology, at a specific moment in time, and might not accurately represent a full fact pattern with which to solve a problem.
But never forget that brains are merely electro-chemical interpretation devices, devoid of thought or meaning. That’s right: you think with your mind, but the instruction to act comes from your brain.
When you make a decision, see a color or listen to a concert, you assume what you experience is an accurate representation of what’s happening. And sometimes it is.
But sometimes your lazy brain merely chooses the nearest superhighway (sequence of circuits) to translate the experience according to the last concert you attended, or the last time you went on a diet, and it’s only a good-enough choice among a thousand other possibilities. Since it’s the only option you were given, how would you know if better ones might be available?
Sadly, your brain can’t tell the difference between good or bad – it only sorts for matching signals to interpret an input: meaning, intent, importance are not accounted for.
But imagine if it were possible to consciously choose or create the exact circuits to interpret incoming data in order to end up with your best choices!
YOUR BRAIN IS A PREDICTIVE MACHINE
Your brain is merely a predictive machine, comprised of vast numbers of elements (synapses, neural pathways, axons, etc.) that hold your history. Everything you experience now is historic. Even words have no meaning until a brain circuit interprets them for you. (Note: My book WHAT? breaks down how brains do this.) In fact, many of the books I’ve read call words puffs of air!
Indeed, your mind has no way to hear or see, understand or act, unless your brain interprets it.
And sadly, you have no choice but to operate from the meaning your brain has provided: the conscious ‘you’ is largely out of control; once the brain receives an input message and has sent the resultant signals to become outputs/actions, it’s too late to change their destination. The process is automatic, devoid of meaning, and unconscious.
WE’RE APPROACHING CHANGE IN THE WRONG PLACE
Unfortunately, today’s standard practices for change management as well as standard Behavior Modification habit practices, ignore the brain change element and focus on attempting to modifying the behaviors, decisions, actions – the outputs – AFTER they’ve been generated and therefore difficult to alter. And when you attempt to make a change that hasn’t been accepted by your existing neural pathways? Your lazy, habituated brain resists, preferring the originating pathways.
Indeed, it’s not possible to try to change a behavior by trying to change a behavior. This is the reason behavior-change models fail 97% of the time. Have you ever tried turning a chair into a table? You can’t, but it’s possible to reprogram the machine (input) to get a table (output)!
For change management it’s necessary to populate new neurology to get a new result. To do so includes bringing in the full set of stakeholders who have been part of the initial problem; capturing the values and criteria to be met; stating a goal agreeable to everyone, understanding the risks of change, then buying-in to the full set of criteria. This avoids resistance as the group develops suitable neural pathways that generate new responses.
For habit change, it’s necessary to create a new neural pathway with a belief change and a wholly new set of input instructions. Here’s one simple example that becomes a mind-hack.
“I’m a fat cow now! I need to go on a diet. I’ll start Monday.”
Vs
“I’m a healthy person who will do the necessary research to find the best foods and nutrition to help my body attain and maintain my best weight over time.”
So: change the instructions, generate a new pathway, receive a new translation and ability to make automatic behavior changes.
Note: I’ve invented several Change Facilitation models that can alter neural circuitry for change and decision making. Happy to discuss.
HOW I FIGURED THIS OUT
I’m not a scientist, but as someone with Asperger’s, figuring out how to get into my brain to have conscious choice has been my ‘topic’ since around 1957 when I realized I didn’t act or think like everyone else.
I’ve devoted my life and intense curiosity to reading, thinking, designing, unpacking, writing, and inventing new skills and programs to create conscious routes into the unconscious for making personal decisions, serving Others by enabling their personal discovery and change, and for change initiatives that ensure buy-in and collaboration without resistance.
I believe this is a Servant Leader route: how to enable Others to discover and design their own version of Excellence. Great for coaches and leaders; certainly devoid of an outsider’s natural biases.
Over the decades I’ve realized that change is a systems problem since everything you do must be congruent with who you are. And by judging incoming messages in relation to how they maintain your system, your brain is the arbiter of keeping you congruent.
THE ROLE OF SYSTEMS IN CHANGE
Using systems as the foundation, here are what I consider to be the norms that all change follow as it relates to the brain:
“When the brain perceives, it generates a prediction…by inferring and anticipating reality based on past experiences.” (pg 102) Over time we generate a codification system…. And through experience we learn to store only what is most relevant (to us) … and eliminate details that we do not process.” (page 182).
In other words, your choices, how you interpret what you hear someone say, what you want to do, is pretty restricted to what’s already ‘in there’. We’re all restricted and unwittingly biased. And yes, there is neurogenesis, and brains constantly evolve. But the evolution is based on the existing neurology, physiology, and biology. How, then, is it possible to cause change and maintain Systems Congruence?
CONGRUENT CHANGE WITHOUT RESISTANCE
When you attempt to make a change without discovering and reorienting those parts of the brain that represent the status quo – regardless of how necessary or effective the new might be – resistance results.
In We Know It When We See It, Richard Masland says neurons get fired together automatically in response to an input used frequently, causing the brain to see these elements together even if only a portion of the same signals are sent (page 137)! He goes on to say:
“Our brain has trillions of cell assemblies that fire together automatically. When anything incoming bears even some of the characteristics [of operational circuits], the brain automatically fires the same set of synapses…There are very few inputs in our world that are not redundant.” (pg 143)
When you attempt to make a change using similar input as you’ve used before (i.e. without involving new input, new circuitry), your brain – acting mechanically and automatically – will seek existing circuitry so long as even a portion of the same signals are sent. And this is how you end up with resistance.
But it doesn’t have to stay that way. I’ve developed models that make it possible to recognize the circuitry causing the activity and enable the brain to develop new circuits or change existing ones as needed.
Note: my models don’t use conventional thinking so you may not have the circuitry to translate my ideas completely. But if you’re interested in the topic, and don’t fully understand the article, get my book HOW? that explains and teaches it all. It’s my life’s work and I’m here to serve you.
WHAT TO DO?
Knowing that your brain is an unreliable servant, how, then, can you create a new output? Here is what must be included:
For those of you interested in leading congruent change without resistance, posing questions that enable Others to discover their actual answers, changing habits permanently, please 1. Go to www.sharon-drew.com and read some of the 1000 articles (clearly labelled in categories) on these subjects; 2. Connect with me and we’ll chat: sharondrew@sharondrewmorgen.com.
For those seeking the tools to change habits and behaviors, I’ve developed a HOW of Change™ model. For those seeking to enable Others to generate change without resistance, I’ve developed a generic Change Facilitation® model frequently used in sales to facilitate buying.
For those who would like to create their own systemic change models that enable the unconscious to generate effective outputs, here are some questions to ask yourself:
These are a few of the questions I’ve asked myself for decades and helped lead my thinking. I invite you to join me in discovering all the conscious routes into the unconscious for permanent, congruent, values-based change.
___________________
Sharon-Drew Morgen is a breakthrough innovator and original thinker, having developed new paradigms in sales (inventor Buying Facilitation®, listening/communication (What? Did you really say what I think I heard?), change management (The How of Change™), coaching, and leadership. She is the author of several books, including her new book HOW? Generating new neural circuits for learning, behavior change and decision making, the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell). Sharon-Drew coaches and consults with companies seeking out of the box remedies for congruent, servant-leader-based change in leadership, healthcare, and sales. Her award-winning blog carries original articles with new thinking, weekly. www.sharon-drew.com She can be reached at sharondrew@sharondrewmorgen.com.
Sharon Drew Morgen December 4th, 2023
Posted In: News