Let’s Make Sales Relevant Again

When Dale Carnegie published How to Win Friends and Influence People in 1937 he laid the foundation for sales thinking that continues today: find folks with a need, get into a relationship, and tell them about the features, functions, and benefits of your solution in a way that induces them to buy it. But it’s no longer relevant. The industry faces a less-then 5% close rate, a 55% turnover of sales professionals, and 75% of people prefer not to engage sales people at all.

What’s changed? Well for starters, it’s no longer 1937: When Carnegie was king there was no direct way to meaningfully connect with a prospect unless they lived nearby. Phones were party line; travel was with Model T Fords. And the main marketing vehicles were Look magazine and the Sears Catalogue. Your neighbors were your customers and you were a necessary element in their decision: people relied on sales professionals to understand features, functions and benefits of products that could help them.

Those days are gone, but the sales industry continues to apply the same story:

• just find people (the new art of finding names is a billion-dollar industry)
• with needs that match what we’re selling (seemingly evident from the biased questions we pose to ‘expose a need’) and
• provide well-composed (another billion-dollar industry) content using our charming personalities
• to push solutions (people can find online) onto those we’ve found and they’ll buy.

But they don’t. Yet the industry continues to seek out people with ‘needs that match what we’re selling.’ When they don’t buy we say they’re stupid, ill-informed, seeking a lower price, or….

We’re merely finding the people who were going to buy anyway, the low hanging fruit, at the end of their decision cycle. No one’s noticed the foundational premises we’ve used for close to a century, techniques designed for a different time, are no longer relevant:

• Folks with a seeming ‘need’ are now dispersed teams, making it difficult for them to understand their full problem set, let alone agree to something they need;
• Getting into ‘relationship’ with, or gathering information from ‘a prospect’ is moot as there is no longer ‘a prospect’;
• The features, functions, and benefits of our solutions are posted online, well outside the need for a human to introduce them.

With fewer and fewer buyers, less and less income, and more and more frustration, sellers are leaving their jobs to play musical chairs for jobs with higher earning potential (and commission guarantees) that don’t procure them higher income beyond the guarantee. Because people aren’t buying.

Why aren’t alarm bells ringing? We continue doing what we’ve always done when all rational indicators tell us we’re doing something wrong. The sales industry is suffering from ‘Problem Blindness’: assuming our failures are just ‘the way it is’ as we build more and more tools to fix the very problems they create rather admit failure and change the system altogether.

In this article I will lay out the reasons sales as we’ve known it has become irrelevant, the current struggles of the Buying Decision Journey (a term I coined in 1985), and how sales can reposition itself to become a highly respected and relevant profession. Again.

PART ONE: Why our standard sales thinking no longer works

OUTDATED ASSUMPTIONS

There are several stories here:

1. Sellers are leaving jobs for similar ones in the hopes they’ll close more sales and earn more money. But without changing the core skills and premises of sales, fewer and fewer people need sellers and close rates will continue to fall. We need a new vision of sales.
2. Sellers are no longer needed to place solutions; details can be found online. We need a new function that prospects need us for.
3. Buying decisions involve complex environments and ever-changing norms to be managed. Problem solving is confusing and time-consuming. People need help making their change-related decisions that won’t reverberate back to leadership, job descriptions or the bottom line. These are change management issues that must be resolved before they can consider buying anything.
4. We treat failure in the industry as if it were inevitable and aren’t attempting to fix it at the source, using the same thinking that cause the very problems they’ve created.

First we must acknowledge there’s a problem: we haven’t progressed beyond using sales as a needs/solution placement tool and face decreasing, and costly, results. Then we must redefine our jobs beyond finding and instigating people to buy and add new tools at the front end to facilitate people through their decision factors.

Right now we’re stuck in a cycle that perpetuates the problem.

Here’s an analogy: Let’s say you open a clothing store with the best cash registers available for efficient transactions, and you’ve overlooked installing fitting rooms, depriving customers of help where they really need help in making a choice. Hmmmmm. Sales keep decreasing! You decide to fix the situation by adding new capability to the cash registers: robots to make transactions even MORE efficient by finding folks in the aisles as they shop. But now, prospective customers feel pursued! Robbed of a way to make their best choice and pursued, they stop shopping in the store altogether. And it’s never occurred to you to bring in fitting rooms.

Sales continues to use the same baseline thinking used since 1937, but now prospects no longer live next door and don’t need anyone explaining features and functions. Yet we continue using what worked for Carnegie, but with sophisticated technology and more manipulation tools, doing the same things over and over again, hoping for different results. All assuming if we can find-em they’ll buy.

We continue thinking of sales tactically. But that’s not how people buy: they buy relationally, and they’re resolving their problems without us. And we’re not helping them where they need help.

I have a question: Do you want to sell? Or have someone buy? I assume most sellers would respond ‘Have someone buy’. But that doesn’t seem to be true: using any rational standard, what you’re doing now is failing. Your answer, it would seem, is you’d prefer to sell, regardless of whether or not anyone is buying – which is indeed what’s happening.

Indeed, we haven’t defined the real problem we face as sellers, making it impossible to resolve: instead of finding and providing real support for prospective buyers where they really need our help, we expect them to be where we are looking for them – and blaming them for not being there! Like the joke of the man looking for the lost lug nuts under the lights because he can see better, instead of searching where he lost them.

I have proven out-of-the-box ideas and models that I’ve been teaching in the sales industry for 35 years. They truly serve employees and prospects, find real buyers efficiently, and increase closing rates dramatically in far less time. But they’re not sales! And they don’t equate with anything you’re now doing, so could potentially be rejected. Yet they solve the problems you face. Are you willing to consider doing anything differently?

Before I even introduce you to my new information, the industry must first resolve the core issue: we must stop denying there’s a problem. And then we must stop using sales for prospecting. It was never meant for that.

WHY IS A 5% SUCCESS RATE OK?

When I ran my first Helping Buyers Buy program to KLM in 1987 close rates were 10%. They’re now less than 5% and dropping, an indication that the original thinking is no longer relevant. Yet we accept ‘failure’ as normal for the sales industry. “It’s just the way it is.” But failure is not inevitable. We’re just using the wrong tools for this time in history and bringing on the failure ourselves.

Failure (a 5% close rate is a 95% fail rate) has been accepted as a ‘given’ that’s been normalized and built into the cost of doing business. Sales directors understand this, hire more sellers to make up for the lower closing rates, and do some creative accounting that ignores the real cost of a sale. A sales director recently told me he closes 30%. Thirty percent of what? I asked. Of folks we meet with. What’s the percentage from first prospecting call? Less than 2%. It goes without saying that the prospecting group is listed as a cost center and closed sales are in the profit center.

Let’s get real: Would you go to a dentist with a 95% fail rate? Or get on a plane with a 5% chance of getting you to your destination? You wouldn’t even go to a hairdresser with a 95% fail rate.

Why do we condone and maintain the thinking that leads to a 95% fail rate? Why do we accept the cost of hiring 8x more sales folks who waste most of their work hours chasing people they can’t reach, putting invalid prospects into the pipeline who disappear and won’t take calls, or seeking appointments they can’t get or which don’t end in a sale? Why is it ok to have low close rates and high turnover rates? Why?

Why aren’t these factors a sign that something is wrong? What does the industry need to believe differently so failure is not a ‘given’ and can be rectified?

We are using the sales model for tasks it wasn’t designed to do. It’s a solution placement model, evolved by necessity to include prospecting and qualifying, seeking appointments, and sharing content details – all in the name of making a sale. And for a long time, it worked. But now, in the 21st Century, it’s relevant only in the final stages of a buying decision once people have self-identified as prospects.

REASONS FOR FAILURE

All rational indicators broadcast that what you’ve been doing isn’t working. But until you admit your current practices don’t capture the clients, the revenue, the numbers you seek (i.e. until you admit failure), you will continue selling less, wasting more time, earning less money, having more turnover, and helping fewer people than you deserve.

All the new apps, the new companies that promise to help you close more by finding you names of ‘real’ prospects, are the only ones making money. I recently asked a noted Lead Gen group what the close rate was for the leads they handed over. “I have no idea. That’s not our job. We only send names and have nothing to do with what our clients do with them.”

It doesn’t need to be this way. The sales model as we’ve known it is no longer relevant as the sole tool to make sales. Designed for different times, the originating assumptions capture a tiny subset of people:

• those who have figured out that making a purchase is the only way to resolve a problem and worth the risk of change;
• those situations in which the full set of stakeholders are involved, bought in, and are ready NOW;
• those who carry the cultural- and values-centric criteria of the full stakeholder team.

Even with a real need, a great solution, and a trusting relationship with a vendor, no purchase occurs until everyone buys into the risk of change; the cost of disruption is too high. And sales just keeps trying to push solutions and determine need before folks are actually buyers, before they’ve assembled the complete Buying Decision Team, before they’ve understood their risk of change.

Sales overlooks the change issues that must be addressed before people decide to bring in an external solution (i.e. buy). It’s here we can add a new tool kit and become relevant.

By breaking a buying decision into two segments – the Buy Side change management process AND the Sell Side solution placement process – we 1. begin by finding those on route to becoming buyers and facilitate their change management process as they morph into buyers extremely quickly, then 2. sell. By then they’re ready, willing, and able to buy, already know they need us and are in relationship with us. Right now we have one tool kit: we rely on our solutions as bait.

By recognizing the two legs of the Buying Decision Journey and save the sales element until the first leg is complete, it’s possible to find real prospects on the first call and reduce the sales cycle by at least half. But it gets better: it’s possible to make sellers a sought-after group who can provide real help during the decision process.

But as I’ve said, first you’d need to acknowledge what you’ve been doing is failing and look at the problem from a different angle.

PART TWO: How Buyers Buy

WHY ISN’T SALES RELEVANT NOW?

Let’s begin at the beginning: Buying is not the first thing anyone does. If your car doesn’t start you don’t go straight to a dealership and buy a new one. If your team isn’t communicating skillfully your first action is not to hire a consultant. No. Before you recognize you need to bring in an external solution you’ve got work to do, things to consider, people to assemble to understand the full scope of the problem and brainstorm with, workarounds to trial.

When people first notice a problem they’ve got internal issues to resolve that carry far-reaching consequences if not delicately handled. And while they might eventually require a purchase – eventually being the operative word – these early steps are not based on buying anything. Hence, the sales model doesn’t work here.

Sales overlooks what people must do anyway: the change management piece. In fact until everyone involved buys-in to any changes caused by fixing/reconfiguring the status quo, folks cannot make a purchase regardless of their need or the value of the solution.

Need and solution value are no longer buying motives: risk avoidance is. And because each prospective buyer lives in unique cultures, they face singular, often hidden, and hard-to-discern risks; the goals, apps, and thinking used for selling don’t apply! In fact, until the risks of change are addressed and managed, people aren’t in the market to buy anything and, again, don’t even self-identify as buyers.

Here is a Truth that must be the foundation of sales thinking:

People don’t want to buy anything, merely fix a problem with the least risk to their system. And the time it takes folks to figure all this out is the length of the sales cycle.

Making a purchase is the last – the last – thing people do, and only then when everyone has bought-in and the cost of disruption is manageable. This is what they’re doing when we sit and wait! And we’re not helping them:

• figure out how to assemble the right stakeholders (not always obvious and always unique),
• find the right workarounds that avoid disruption,
• weigh the disruption/change a new solution will generate,
• facilitate their journey as they figure out how to inspire buy-in within their culture.

Until these are resolved, folks don’t even self-identify as buyers and will not heed your well-considered content, your charming personality or your great solution.

By avoiding facilitating the journey people must handle on the Buy Side, we’re only finding/closing folks who have determined the cost of change is less than the cost of the status quo and have gotten buy-in for change. Until then they won’t notice, or heed, your efforts as they don’t consider themselves buyers.

PROVIDE THE HELP FOLKS REALLY NEED

A buying decision is a change management problem before it’s a solution choice issue. And this change management process is a conundrum, filled with confusion, false starts, and unfamiliar options – the reason the sales cycle is so long. Sellers sit and wait, push and lower the price, and refer to this as ‘no decision’. But it’s not ‘no decision’, it’s just ‘no purchase’.

The tasks people must complete are cultural, idiosyncratic, and unique to each group. Using the needs-based, solution-placement sales model, there’s no way to connect until they’ve completed their objectives. Until then what they need is different from what we’re offering. This is why they won’t take an appointment, call us back, or read our marketing materials. They’re not ready.

But it’s here that 40% more real prospects reside, people who WILL buy once they’ve completed their change management steps. And it’s here we can become relevant: we can first help them manage change as a precursor to selling.

But we need different assumptions, goals, and skills: we begin by seeking those on route to change and help them traverse the confusing bits that are risk- and change-oriented. Instead of pushing and hoping they’ll close, we can put on a ‘facilitation’ hat and help them do what they must do anyway.

MY JOURNEY TO THINKING DIFFERENTLY

I learned the differences between the Buy Side decision process and the Sell Side solution-placement process when I went from being a highly successful sales professional to starting up a tech company in London. As a new ‘buyer’ who had just left the sales profession, I now realized why many prospects hadn’t closed: I needed to consider my staff, my investors, the market, our strategies and goals, before we considered (together) the most effective routes to problem resolutions. As a seller I had thought because I could see a need that they were buyers. They weren’t.

As I worked at resolving our problems I took 13 very specific steps. I didn’t even fully understand the ‘need’ until step 7, or realize we needed to go ‘outside’ to buy anything until step 9 when I realized we couldn’t fix the problem inhouse and we all understood the risk, the cost, of change. We finally considered ourselves buyers at step 10 – where the sales model is needed to clearly define how the solution would fit our need. (I describe the steps in my book Dirty Little Secrets).

Here’s a summary of what my team (all teams!) considered on route to fixing our problems with the least risk:

• All stakeholders must be assembled. This isn’t always easy. Sometimes HR needs to come aboard. Sometimes there’s a hidden influencer (Joe in accounting) who needs to join the decision team. But unless the full complement of folks are onboard, the full fact pattern of the problem cannot be understood. This fact alone takes quite a bit of time. And speaking with one person and assuming a need is just silly.
• All possible workarounds must be tried: known vendors, other teams.
• The ‘cost’, the risk, of doing something different must be fully understood as less than the ‘cost’ of the status quo. If the cost is too high – if they must fire people, reorganize, go against policy, etc. – they will continue doing what they’re doing.
• Once the cost is understood – the new job descriptions and responsibilities, the habits they’d need to change, the new norms – everyone must buy-in.

It’s ONLY when everything plausible to fix a problem has been tried AND the ‘cost’ is manageable that people consider seeking an external solution. And the time it takes to complete this process is the length of the sales cycle. I’m sure you also noticed that none of these steps include a desire to buy anything.

Why not use different thinking and new tools to help? We’ve overlooked serving people where they really could use expert help. It’s here you’re needed now and would be welcomed, so long as you refrain from pushing your solution until they become buyers.

PART THREE: How Sales Can Be Relevant

FACILITATE CHANGE MANAGEMENT FIRST

We must modernize sales by adding new goals and tools to facilitate the Pre-Sales, non-solution-oriented journey people must traverse BEFORE self-identifying as buyers and find – and serve – people during their change management process and on route to buying instead of using our solutions as bait.

During my experience as a buyer, I developed a model that facilitates the change management portion of the Buying Decision Journey. I named it Buying Facilitation®. I trained it to my own staff and we tripled our sales in months. Then I trained it to my tech folks who used it to understand a client’s full problem set upfront and lead them through to their best decisions before they even began programming, and halved their time to complete. And then I trained it to 100,000 sales folks globally with 8x results over the control groups.

Buying Facilitation® finds those people on route to becoming buyers (the 40% actively trying to resolve a problem but haven’t yet self-identified as buyers), helps them assemble real decision makers and define their needs from many viewpoints, figure out the best workarounds to consider, and sanctions the risk. By then sellers are in real relationships with real buyers, with a real need, eager to buy. And as true servant leaders we will rise above the competition.

But it’s predicated on sellers beginning with a wholly different goal: find and serve folks actively involved in resolving a problem in the area your solution can provide support, then lead them through their change management steps to the point they’re ready – and asking! – for a pitch.

Yes, during your facilitation process a percentage of them will discover ways to fix their own problems; these weren’t prospects anyway and you’ll both realize this in ten minutes on your first call. And yes, because of the way you enter a call, with a goal to serve not sell, more people will take your calls.

Once you recognize your real buyer population you’ll sell faster, with no objections and no price issues. The KPMG Partners I trained went from a three year sales cycle to a four month sales cycle for a $50,000,000 solution; working with phone sales at IBM they began making one-call closes that originally took three months. Remember: people are happy to resolve their problems quickly; they just don’t know how.

Here’s one more thought: we must – and this might be difficult for sellers accustomed to having all the answers – trust that each client has their own unique, culturally-appropriate answers. While we are well-versed on product details for our solutions, we truly have no idea what people are going through in their own environments – a boss that won’t approve funds for training, a newly hired director who’s not up to speed.

Let’s help people use their knowledge of their own unique environments as they go through their problem resolution discovery. With our knowledge in our fields that gives us an understanding of the types of change required, we will be recognized as real assets and become a part of the Buying Decision Team. It’s a perfect way to serve, be competitive, and close more sales.

Btw I’m not overlooking the selling function. By the time the facilitation process is complete, the sales process is used for what it was originally intended to do: sell solutions to those who know exactly what they need and are already bought-in to buying. It’s SO much easier! And sales becomes a needed service and relevant again.

DIFFERENT THINKING; DIFFERENT GOAL

It’s possible to make sellers a sought-after group who can provide real help during the decision process. But given the new function and new prospect base, different thinking and assumptions are needed:

1.    Instead of seeking folks with ‘need’ seek out folks in the process of resolving a problem in the area you can potentially provide a solution. This is where folks really need help.

a. They don’t always know the right folks to involve, and until all relevant stakeholders are involved they can’t fully understand the problem to be fixed. Plus, with everyone on board they think, create, decide quicker.

b. They need to be assured they cannot fix the problem themselves and need help determining relevant workarounds.

c. Folks don’t self-identify as ‘buyers’ until they’ve recognized that they can manage the risk of disruption when something new enters (i.e. hypothetically, if they must fire 8 people to buy a new CRM system, the ‘cost’ may be too high.) Sometimes, the status quo is their best option.

2. Instead of assuming the person you’re speaking with has answers, assume they are part of a decision team in the middle of discovery and don’t represent the full fact pattern.

a. You can help this person assemble all the right people who must be on board to assist in decision making, information sharing, and buy in.

3.    Instead of listening to make a pitch, listen for where they need help determining their risk of change.

4.    Instead of trying to make an appointment, use your first call to discover who is actively seeking change, help them assemble the full Buying Decision Team, then lead them through their change issues. (Again, read Dirty Little Secrets where I lay out the decision/change steps.)

5.    Instead of a purchase being the goal, help people recognize the ‘cost’ – the risk to their culture – of bringing in something new.

6.    Instead of posing curiosity-based questions to discover a need, use Facilitative Questions to help them through their unique discovery.

7.    Instead of entering with a goal to place a solution, make your first goal to facilitate change.

This thinking will find people on route to buying – a much higher probability of buying than random names chosen with a mythical ‘needs’ criteria. The hard part will be to make sure you don’t try to slip in a pitch or biased question as you facilitate change. Because if you do, you won’t be trusted and prospects will feel manipulated.

NEW MEASUREMENTS OF SUCCESS

Buying Facilitation® is a Pre-Sales skill set. It’s

• NOT sales, although it works with sales;
• NOT based on selling a product, although 8x more products will be sold;
• NOT ‘needs’ based, although our solution has a high likelihood of handling needs;
• NOT based on understanding a problem but based on facilitating folks through their change management problems that only they can understand as insiders.

Buying Facilitation® employs an entirely new form of decision-detection question (took me 10 years to invent Facilitative Questions), a new form of listening (not for need!) and facilitates people through their 13 steps of change. And there are different measurements of success:

1. A much higher close rate – 40% of would-be buyers can be found on the first call using a relevant list.
2. Minimal turnover as sellers make more commission and face less rejection and frustration.
3. Uncovers people who are real prospects but haven’t yet self-identified as buyers.
4. An accurate pipeline.
5. Fewer price issues.
6. Prospects request appointments; all stakeholders are present.
7. Competition shifts to recognize sellers who best facilitate change.
8. Maintain the client base.
9. No time wasted following people who will never buy (and sellers know the difference).

Success will be measured by closed sales (I know companies that now pay sellers per visit, assuming if you get an appointment you can make a sale!); by brevity of the sales cycle; by accuracy of the pipeline; number of referrals; ratio of active prospects to closed sales. Even Lead Gen would bring in prospects with a 40% close rate and not merely uncover names of people who agree to hear a pitch.

To make sales relevant again, the sales profession needs to help people where they need help: add a front end to facilitate the Buying Decision Journey. Then prospective buyers will recognize sellers as professionals who can truly serve them and then everyone wins: clients get their problems resolved sooner, you get to close more sales, and everyone is happy. Win/Win. Worth a try, no?

For those wishing more information on Buying Facilitation®, go to: www.sharon-drew.com. Read the section: Helping Buyers Buy. There are several articles linked, plus hundreds more in the blog section. Or contact me with questions: sharondrew@sharondrewmorgen.com

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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 9th, 2023

Posted In: Change Management

The Importance of Disruption

I was once fired from a Speaker’s Bureau for posing this question to the audience:
Why aren’t you closing all the sales you deserve to close?

“You’re too provocative! No one wants to hear from a disruptor!” was the reason.

When speaking with a friend recently I referred to myself as a Breakthrough Disruptor. “Don’t call yourself a disruptor! No one wants disruption!” he said.

Can these folks be right? Haven’t all new ideas been disruptions? Certainly so much of what seems standard today was initially a breakthrough disruption: our phones and computers, plastics – even knives! Why would disruption be a bad thing? How else can change happen?

DISRUPTION IS NECESSARY

I believe there are several business practices sorely in need of disruption.

• Beyond the bells and whistles of technology, the sales model is the same as it was – ‘needs’ and solution-placement driven – when Dale Carnegie told us to find a buyer and pitch a product – in 1937. Sales currently experiences a 95% fail rate, even when sellers attempt to be nice about it; it remains wholly biased by the needs of the seller.
• Change management models use leader-based models that build in resistance and ignore the often hidden, values-based criteria of the stakeholders. Change management currently faces a 85-97% fail rate.
• Training continues to employ information presentation and practice as the main tools, even though learners don’t permanently absorb the new content. Training experiences an 80% fail rate.
• Healthcare continues to push Behavior Modification as a healing practice even though almost no patients comply, and the changes made during their behavior modification activities aren’t permanent. Behavior Mod fails 97% of the time.

It’s outrageous that we’ve not only condoned substantial failure rates but built them into our personal habit change activities, causing us to feel shame for not having the ‘discipline’ to succeed, and into our businesses, accepting minimal revenue, needs for additional resource (people, technology), as well as high turnover rates and hiring/training costs as standard practice.

Seems to me a bit of disruption wouldn’t hurt: you can’t change the status quo without disrupting the status quo.

ASK YOURSELF THESE QUESTIONS

Below I’ve posed a few questions using a breakthrough (disruptive!) model of questions I developed called Facilitative Questions that eschew curiosity and information gathering to traverse a direct route into a Responder’s brain to often-unconscious values-based answers stored in their brain circuitry.

• What has stopped you until now from being willing or able to consider doing something differently when your routine practices haven’t been as effective as you’d like?
• What would you need to see or understand differently to notice if your standard practices could be enhanced with out-of-the-ordinary skill sets? And how would you know that the risk of out-of-the-box tools is worth taking?
• How would you know in advance (before you really consider doing anything different) that new tools would have a chance to resolve some of the failures you’ve experienced? That an outside disruptor could help AND maintain the values of the original activity?
• In the areas you might need change – communication, sales, healthcare, leadership, OD, training – what would you need to consider to seek out a resolution beyond your normal routine and add new skills that cause change without resistance?
• How would you go about bringing together the full set of stakeholders (users, leadership, technology) necessary to design the disruption in a way folks are bought-in from the beginning to make the process creative?

We’ve assumed that offering/knowing details of fixes would prompt success. But you know by now that doesn’t help. Offering new information doesn’t cause change:

– Because of the way our brains take in words/sound waves, people don’t hear new ideas accurately and the resultant distortion and misunderstanding makes resistance inevitable.

– Because of the way biases limit questions to the needs of the Asker, incomplete data is collected, wrong assumptions made, and necessary answers are overlooked.

– Because of the biased assumptions and persuasion/push tactics built into current change models, folks who really need change experience resistance before being willing to consider doing anything differently.

To make a change it’s necessary to know the full set of factors in the status quo that maintain the problem, and have a specific route to change that includes all stakeholders, buy-in, and risk management. Any change must be congruent with the values of the original.

MY DISRUPTIONS

Over the past 40 years, I’ve wrestled with the problems inherent in change and realized that since it’s our brains that instruct our actions, we must resolve the neural issues that cause the behavior problems. Hence I’ve developed unique models that discover and shift the neural circuitry that causes and maintains change, decision making, and choice. The breakthrough innovations I’ve developed

1. employ mind -> brain, conscious -> unconscious tools
2. using neuroscience to
3. lead Others to specific brain circuitry to
4. discover the source of an incongruence (where they might need change) and
5. traverse the specific steps needed for congruent change.

Here they are. And note: these are flexible and can be used in coaching, sales, leadership, surveys/questionnaires, AI, healthcare. Take a look and see if any of them trigger some curiosity.

Buying Facilitation® – a change-based add-on to sales that finds folks who will become buyers and facilitates their discovery through the change management issues they must address to recognize if they can withstand the risk of bringing in something new. BF closes 8x more sales because it targets the change and buy-in issues (both largely unconscious) of stakeholders to lead them through their decisions as they self-identify as buyers and the sales model takes over;

Change Facilitation – a servant-leader model that traverses the 13 stages of change to lead folks through their (largely unconscious) beliefs and values; instigates buy-in; and discovers and incorporates possible risks to avoid resistance and garner maximum buy-in and creativity;

Learning Facilitation – a wholly original training model that gets directly into the necessary neural pathways so learners accept new actions, permanently;

How of Change™ – a mind -> brain, conscious -> unconscious model that creates new, permanent cell assemblies for new, permanent behaviors and habits.

Listening without bias – offering choice beyond the automatic, habitual routes sound vibrations take through the brain to instigate accurate interpretation of incoming words.

I understand that most folks prefer to remain within mainstream thinking and employ conventional workarounds for failures. But for those who are willing to go outside the box with tools that cause real change in Leadership, Coaching, Change Management, and Sales, call and let’s figure out a way to install new thinking in a way that’s least disruptive.

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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 2nd, 2023

Posted In: Change Management

Facilitating Compliance: helping patients choose health

In the late 1970s, I approached my studies for an MSc in Health Sciences (Community Health Education) with an idealistic goal to create ways to promote wellness and prevent disease. Although life took me in a different direction, I’ve tried to stay caught up on healthcare, but now have merely a passing understanding of what’s going on. Lately I’ve had some opportunities to look more intimately into the healthcare profession/industry, and I’m both gladdened and saddened.

On the plus side, there’s a committed effort in this country to assist the under-served. Food services that offer nutrition to hospitals and training in healthy eating for patients; outpatient groups for treatment and prevention for diabetes, obesity, heart disease, cancer sufferers; school lunches and Pre-K programs.

I hadn’t been aware of the extent, or creativity, of the outreach of caregiving professionals. (How could I have known this? News sources focus on the bad stuff.). Houston Spore’s dedication to creating addiction services that work with whole families. Esther Dyson’s Wellville.net lets us track the progress of 5 groups of caregivers around the US as they design and implement innovative projects to promote preventative health care. We’re on our way to understanding that prevention is preferable to relying on treatment.

The bad news is that some easily treatable or preventable conditions (diabetes, heart conditions, cancer, obesity) are not garnering the necessary buy-in from patients to make the needed healthy choices.

With the best will in the world, providers – intent on designing outreach programs to encourage change and choice – are facing non-compliance: even with adequate funding, multi-faceted prevention services, and supervised support, patients are resisting not adopting the necessary changes that have the capability of making a difference in their long term health. What’s going on?

STATUS QUO

The problem is that the methods we’re using to inspire healthful behavior aren’t facilitating compliance. But with a shift in thinking, buy-in is achievable. Let me begin with a brief discussion of change and how our ‘system’, our status quo, fights to remain stable regardless of its (in)effectiveness. Buy-in is a change management problem.

We’re intelligent. We know smoking and sugar are bad, that exercise and fresh veggies are good. Yet we continue to smoke and eat processed foods. We know that telling, advising, or offering ‘relevant’ and ‘rational’ information is largely ineffective and invokes resistance. Yet we continue to tell, advise, and suggest, knowing even before we start that the odds of success are against us, and blaming the Other for non-compliance.

When faced with the need to change, we tend to continue our current behaviors with just a few shifts, hoping we’ll get different results (Hello, Einstein.), finding things to blame, or new approaches using the same thinking.

The problem is that change is a systems problem that demands buy-in from the very things that created the problem in the first place. And buy-in is much more intricate than knowing there’s a problem, or offering good ideas and recommendations, or getting people to sign up for healthful activities.

Let’s look at the problem from a different lens and understand why people keep doing what they do, regardless of any evidence that points to a need for other options.

OUR STATUS QUO LIKES STABILITY

Each person, each family (everyone, actually), is an internal – often unconscious – system of rules and goals, beliefs and values, history and foundational norms often called our Mental Models.

It’s our status quo; it represents who we are and the organizing principles that we wake up with every morning; it’s habitual, normalized, accepted, and replicated day after day – including what created the identified problem to begin with – with the problems baked in, and unfortunately (when we want to make a change) will do whatever it takes to keep doing what it’s most comfortable with.

Any proposed change challenges the status quo, offering a potentially disruptive outcome. When a problem shows up, diabetes for example, the patient has a dilemma: either continue their comfortable patterns and be assured of a continued problem, or dismantle the status quo and risk disruption with unknowable consequences.

How does she get up every day if she needs to eat differently and must convince her family that the food they’ve been eating for generations isn’t healthy? How does she avoid dessert when the family is celebrating? And the family’s favorite recipe is her cookies!

Change means the status quo has to reconfigure itself around new/different/unknown rules, beliefs, and outcomes to become something that can maintain itself with the ‘new’ as normalized. Because – and this is important to understand – until people and their unconscious norms

• recognize that something is wrong/ineffective,
• recognize that whatever they’ve been doing unconsciously has created (and will maintain) the problem,
• know how to make congruent change that includes core values and systems norms,
• know exactly the level of disruption that will occur to the status quo, and
• make a belief shift that is acceptable to the rest of the system and enables new behaviors,

they will not change, regardless of its efficacy of the value of the solution.

In other words, until or unless someone recognizes at their deepest levels that change can be accomplished without permanent disruption to who they are and how they live, AND are willing/able to do the deeply internal work of designing new habits, beliefs, and goals, AND manage any fallout, people will not change regardless of their need or the efficacy of your solution. [Note: I’ve been teaching the same premise to sales folks and coaches for decades.]

Why isn’t a rational argument, or an obvious problem, enough to inspire behavior change? Because we’re dealing with long-held and largely unconscious patterns, habits, and normalized activities and beliefs. And because we’re trying to push change from the outside – usually through information, advice, and activities – before the system has figured out how to change itself congruently.

Rational argument is ignored because our unconscious fights to maintain the status quo: we’ve been ‘like this’ for so long and it’s been ‘good enough’ to keep us stable. Change must be agreed to from our deepest norms before being willing to change behaviors. And until then, we can’t even accurately hear incoming data if it runs counter to our norms.

THE INTRICACY OF BUY-IN

With the best will in the world, using rational arguments, ‘good’ data, stories, or facts will not make a difference because it enters our unconscious in the wrong place, in the wrong way, at the wrong time. We try to offer new choices, new behaviors, before we have enabled internal, unconscious agreement to change.

And here’s the interesting bit: behaviors will change themselves once the core beliefs have shifted (Personally, because I’ve now defined myself as a Healthy Person, I have no choice but to go to the gym. And I hate going. But now it’s who I am.).By focusing on behavior change before facilitating belief change, trying to cause change without a buy-in is actually creating resistance because it puts our unconscious status quo at risk. Our status quo must, by the laws of Systems Congruence, maintain balance and stability at all costs (literally).

Behaviors are merely the expression – the representation – of our beliefs. Think of it this way: behaviors express our beliefs much like the output of a software program is a result of the coding in the programming. To change the output, you don’t start by changing the functionality; you first change the coding which automatically changes the functionality.

Like a dummy terminal, our behaviors only represent our programming. Trying to explain why a different output, or behavior, is necessary is useless, even when our information is ‘rational’ or ‘right’.

WHY PROFESSIONALS DON’T PROMOTE CHANGE

Here’s what happens. Influencers wrongly believe that if they share, advise, gather, or promote the right information in the right way, using the right words and offering good rational reasons why change is necessary, Others will comply. But our patients and clients

• hear us through biased filters and cannot hear our message as meant;
• feel pushed to act in ways they’re unaccustomed to or that go against their beliefs;
• resist and reject when expected to act in ways currently outside their norm;
• lose trust in us when we push them.

They cannot even consider, understand, or recognize the validity of, our information appropriately.

Everyone actually listens through biased filters that only allow us to hear what we’re programmed to hear as per our histories and mental models our brains as they interpret, understand, and translate what’s been said according to what’s been programmed in, regardless of what’s been said. To make it even worse, when our brains misinterpret what they’ve heard, they don’t even tell us they’ve made a mistake and we’re left believing we heard accurately.

We all do this unconsciously, leaving us to assume that what we hear is what’s been said. (Note: I just wrote a book about this – What? Did you really say what I think I heard? – and was quite surprised to learn how effectively our listening controls our status quo.) So my brain might tell me you said ABX when you actually meant ABC, and I believe my brain is accurate (and it didn’t tell me what it left out) Any information we hear or read that goes against our historic programming actually that can’t even be heard or absorbed appropriately.

So how can we effect compliance if offering information or diets or exercise programs, for example, isn’t effective?

PEOPLE CAN ONLY CHANGE THEMSELVES

Start by recognizing that people change themselves; change can’t come from the outside. Instead of seeking better and better ways to offer plans, rules, and advice (and getting rejected and ignored), we must help people make their own discoveries and systemic changes; for real change, we each must design a path to our own change so they can remain congruent.

The sad truth that all influencers must understand is that the need for balance (Systems Congruence) is of greater importance (unconsciously) to the system than the need for change, regardless of how necessary the change is. That’s how people end up refusing smoking cessation programs when they have lung cancer, or continuing to eat unhealthful foods with diabetes (or voting for candidates that go against our best interest).

Here are some ways you can enter a change conversation to enable buy-in and avoid resistance:

• Shift your goal. Your job is to help Another be all they can be. It’s not about you getting them to accept the change you believe necessary, but enabling them to design the change they need, in a way that concurs with their beliefs and values.
• Enter differently. Enter with a goal/outcome of facilitating change and buy-in, not to change behavior. They must change their own behavior. From within. Their own way.
• Examine the status quo. First help Others recognize and assemble all of the elements that created and maintain their status quo – not merely the ones involved with the problem as you perceive it, but the entire system that created and maintains it. Outsiders can’t recognize the full complement of givens within another’s status quo. Starting with a focus on what you perceive is the problem (or the Other recognizes as a problem) inspires rejection.
• Traverse the brain’s steps to change. There are 13 steps to change that must be traversed for all change to occur. Unless all – all – of the elements have been included, recognize a need to change, and know precisely how to make the appropriate shifts so a stable systems results, they will resist.
• Behavior is an expression and not a unique act. We must recognize that exhibited behaviors are expressing beliefs. Change must occur at the belief level. Trying to push or inspire behavior change is at the wrong level and causes resistance.
• Everyone has their own answers. They may not be what you would prefer and might not make sense given the outcomes. Help them recognize how and when and if to change. But not using information as it can’t be understood.

Here are some examples of how I’ve added Change Facilitation to elements of health care in a way that promotes belief change first (Note: these below exemplify only a portion of what would need to be included on forms, in groups, etc.):

Intake forms: instead of merely gathering the data you think you need (which you’ve inadvertently biased), why not enlist patient buy-in at the earliest opportunity? It’s possible to add a few Facilitative Questions (I developed a form of question that enables unbiased systemic change. It uses no information pull or gathering and has no bias. See examples below.) to your forms to start the patient off recognizing you, and including you, as a partner at the very beginning of your relationship and their route to healthful choices:

We are committed to helping you achieve the goals you want to achieve. What would you need to see from us to help you down your path to health? What could we do from our end that would best enable you to make whatever changes you might want to make?

Group prevention/treatment: instead of starting off by sharing new food or exercise plans, let’s add some change management skills to the goals of the group. By giving them direction around facilitating each other’s change issues, you can enable the group discuss potential fallout to any proposed change, determine what change would look like, and begin discussions on how to approach each aspect of risk together to recognize different paths to success. Then the whole group can support each other’s different paths to success:

As we form this group, what would we all need to believe to incorporate everyone’s needs into our goals? If there are different goals and needs, how do we best support each other to ensure we each achieve our goals?

Doctor/patient communication: instead of a medical person offering ideas or information, make sure you achieve buy-in for change first. This encourages the trust/belief that the professional has the patient’s success in mind, rather than a dependence on the information (and viewpoint) they wish to espouse.

It seems you are suffering from diabetes. We’ve got nutritional programs, group support, book recommendations. But I’d first like to help you determine what health means for you. How will you know when it’s time to consider shifting some of your health choices to open up a possibility of treating your diabetes in a way that doesn’t diminish your lifestyle?

A healthy patient, or any desire to change in a way that benefits a more balanced life, is the goal. Be willing to enable change and compliance, rather than attempt to manage it, influence it, or control it. I’ve got some articles on these topics if you wish further reading: Practical Decision Making; Questioning Questions; Trust – what is it and how to initiate it; Resistance to Guidance; Influencers vs Facilitators.

______________________

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

Sharon Drew Morgen October 10th, 2022

Posted In: Change Management

How the Mind-Brain Connection Generates Change and Decision Making

I’ve been hearing a lot lately about how hard ‘change’ is so I decided to write an article explaining what’s going on causing the difficulty. Take heart! Change only seems hard because of the way we’re going about it. I’ve been developing systemic brain change models for decades and I’d like to offer my two cents to explain the reasons there’s so much unnecessary failure.

You see, for new, permanent change to occur (new habits, behaviors, decisions, change management initiatives) it’s necessary for the brain to send out different instructions than the ones that instigated the original behaviors. Current change management/ behavior change models omit making the necessary alterations to the brain circuits.

In other words, we’re seeking change but not developing the new brains commands to cause it. Like expecting your bike to ride itself without you peddling, then blaming the bike.

CHANGE MUST COME FROM THE BRAIN

Because all actions (thoughts, behaviors, opinions, habits) are a result – an output – of instructions received from the brain, without modified instructions we continue doing the same thing and getting the same results. Unfortunately, offering our brains reasons to change (as rational as they might be) doesn’t cause new circuit configurations. Let me explain.

While a known fact in neuroscience, most of us don’t realize that behaviors are merely responses – the outward manifestation, or outputs – to signals sent from brain circuits. Speaking physiologically, there’s no way to change a behavior by merely trying to change a behavior: to get a different output, new behavior or choice, it’s necessary to go directly to the source (the brain) and make the changes in the circuits themselves or create new ones.

Current change models try to fix the symptom and ignore modifying the initiation point they emanate from.

I’m currently writing a book (The How of Change) that goes into great detail about the mind-brain connection and how to construct the specific circuitry to generate the choice we desire. In this article I’ll explain the mind-brain connection so you’ll understand how our brains cause change, and why your attempts at permanent change aren’t more consistent.

Since the topic is far too complex for a short article I’ll put in some links at the end for those seeking further knowledge. And I’m always available to chat about it; I’ve spent my life unwrapping the elements necessary for permanent change, so I’m happy to discuss.

CHANGE ISN’T HARD

Sadly, change gets a bad rap. The perceived wisdom believes that ‘change is hard’ and ‘no one likes change’ because of the resistance that results when behavior-based models are used. When approached from the brain, not so much.

We’re a culture dominated by the mind. Information. Data. Content. Stories. Facts. Our minds certainly need data to think with, to learn from and weight decisions with. But it becomes a problem when we want to make a change. You see, information – the mind – doesn’t cause change. Brains do.

We begin with a flawed assumption: we assume we can effect change because we desire it or work at it. But when we neglect to involve the brain we fail: change is a brain thing; information is a mind thing. Changing the brain is the precursor to changing the mind.

The problem is our brain’s laziness. Because of the way our brains process data they prefer to send incoming content to the most used circuits that carry ‘similar enough’ signals for interpretation – and you end up with exactly what you’re trying to change or resistance.

CHANGE IS A BRAIN THING

Instructing outputs is what brains do: there is nothing we see, hear, do, think or feel that hasn’t been instructed from our brains. We rely on our brains for everything – thoughts, understanding from books, behaviors and activities, organ activity, colors, what we hear (sounds and words).

An easy way to realize this is to think about Alzheimer’s disease. My dad died from it; I watched while he lost his memory first, then slowly lost his physical functionality – muscles and organs failed when they stopped receiving instructions from his brain.

We forget this when seeking change. Using conventional change models – Behavior Modification, Cognitive Behavior Change – we attempt change by trying to change behaviors with mind-based mastery like discipline, regulation, rational thinking, habit creation, practice, and training.

But without specific instructions from our neurology, the mind has no way of carrying out our wishes. Attempts to change behaviors without reprogramming the brain will likely fail, regardless of dedication or will. The numbers concur: Organizational Development fails 97% of the time. Training fails 80% of the time. Diets and smoking cessation fail 97% of the time. Sales fails 95% of the time. Even in our own lives: With all the discipline in the world, we have difficulty making behavior changes permanent. Keep weight off? Get organized? Hard to do. Why?

All behaviors, decisions, habits and choices are outputs, end products, generated from instructions sent through specific, historic circuit configurations in our brains.

WHAT IS A BEHAVIOR?

Since so much of what we want to change is behavioral, let’s look at what a behavior is. This will provide insight into how our brains instruct our choices and the problems involved with the way we’re currently addressing change.

A behavior, or any sort of action, thought or choice, is an output arising from a string of brain processes. My Morgenism is ‘A behavior is a Belief in action.’

Simply, the mind sends our brain a signal to ‘do something’ (an input) and the brain complies by sending the signals to a ‘similar-enough’ set of existing, normalized circuits that translate the request into instructions for some sort of output.

These signals are mechanical, electro-chemical, and automatic. No meaning or intent involved. Meaning and intent are mind things. Brains, comprised of 86 billion neurons and hundreds of trillions of neural connections and synapses, are unconscious and just do what they’re told via signals; they don’t judge good/bad, right/wrong.

Here’s a simplified explanation of the string of events:

• All incoming words, directions, ideas, promises, etc.
• enter our brains as puffs of air (inputs without meaning!) and
• get transformed into electro-chemical signals that
• eventually get automatically dispatched to ‘similar-enough’ (historic, existing) circuits
• for translation into action (outputs, such as new behaviors, decisions, ideas)
• via our mind.

Again, there is no meaning, no intent, no thinking involved. Mechanical. Electro-chemical. Automatic. Take a look:

Notice that actions are outputs; without inputs, no outputs can exist. So behaviors are a result, an end product and cannot be modified as such.

HOW WE GET RESISTANCE

All outputs that emerge are specific to that circuit: the brain always directs incoming signals/inputs to circuits with matching (‘similar-enough’) signals and will always produce the same output when the same/similar words, directives and thoughts are input. So a machine programmed (input) to make a chair will produce (output) the same chair each time. To make a table you must reprogram the machine.

All this occurs in five one-hundredths of a second. Given there are billions of bits of data coming into our brains every second (most of it unconsciously) our mind ignores, overlooks, forgets, most of it. It only alerts us to obvious changes that are incongruent with our personal belief system.

When we request an action that differs from the similar-enough circuit that receives it, or input wholly new requests that don’t yet have a circuit, we end up getting resistance. It’s why we fail when we try to do something different. Without changing the input we’re trying to turn the chair into a table.

When our brains are asked to do something that they have no circuits to interpret we resist or fail or misunderstand: incoming instructions get converted to a potentially inappropriate existing pathway or get lost in translation, misinterpretation, or assumption.

This is what happens when we decide to go on another diet for example: our brain references the existing DIET superhighway and we get the same results we got previously. Hence the 97% failure rate. We can force the behavior part for a while, and possibly even lose the weight, but we don’t have the circuits to maintain it.

WHY CHANGE ATTEMPTS FAIL

For any action, any change, any new behavior, habit or choice, we need both the mind and the brain: The mind directs requests to, and carries out instructions from, the brain but doesn’t instigate the activity itself. Think of it like a car’s engine: you turn the car on (i.e. the mind) and it moves (the mind) but needs the engine (i.e. the brain) to make it work.

And herein lie the problem. Because our outputs emerge from established circuits (called Superhighways) that have been created and sustained during our lifetime, our choices emerge from whatever we’ve done or believed before regardless of any differences we desire. We do what we do because it’s how our circuitry is programmed, obviously limiting us to choices that embrace our unique histories and mental models and… here is the annoying part… maintains the status quo.

It rules our lives: We live around people of similar political beliefs; our friends share ideas and lifestyles similar to ours; what we read, the TV news we watch, where we take vacations, are largely similar to those in our sphere. Even our curiosity is restricted accordingly. Sadly, we either don’t notice unfamiliar content or have problems accepting ideas foreign to us.

But, in general, this works well for us and keeps us comfortable – until we want to do something ‘different’, or try to change/create a habit, or when we’re involved in a change management process in our companies that requires new activities.

LISTENING AND CIRCUITS

One more bit I’d like to mention: the way brains ‘listen’. The problem begins as soon as we hear requests to change and come up against the way our brains interpret incoming words/sounds/ideas.

The listening process in and of itself causes problems: incoming sound vibrations traverse the same neural pathway as incoming instructions and ideas: the vibrations get turned into signals that eventually get sent to ‘similar enough’ (existing) circuits for translation.

Obviously, this limits what we think was said to what we’ve understood before. (I wrote a book on this and how to fix it.) Our outputs (what we understand or misunderstand) will be skewered accordingly.

Let me say this another way as it’s important. Since words are merely puffs of air with no meaning until our brain translates them, incoming ideas or instructions will be defined by the circuits we’ve used before. In other words, what we think was said is a subjective translation, possibly some degree off the intended message.

Of course that makes communication and understanding difficult: regardless of how carefully we listen, how much Active Listening we use, or how passionately we buy-in to making a change, we listen with ears that interpret what’s said by the circuit configuration that received the input and sort-of matches. And it’s totally, completely, out of our control.

As you know by now, any misunderstanding or confusion that occurs has nothing to do with ‘reality’ and everything to do with subjective, unique brain circuitry. This makes it virtually impossible to understand anyone else fully, especially difficult for those in the helping professions trained to ‘understand’ and advise accordingly: everything Others say and do is received and translated through our subjective filters and circuits. I always suggest people say: ‘I want to make sure I understand you accurately, so I’ll tell you what I think I heard and please correct me where I got it wrong.’

THERE IS NO REALITY

And that brings up another item that causes us to fail: we seem to think there is something called ‘rational’ and we try to do ‘what’s right’. But there is no reality. Basically, our brains – yes, back to the culprit – make up our reality from the lives we’ve lived. As David Eagleman says in The Brain,

“..our picture of the external world isn’t necessarily an accurate representation. Our perception of reality has less to do with what’s happening out there, and more to do with what’s happening inside our brain.” [pg 40]

“Each of us has our own narrative and we have no reason not to believe it. Our brains are built on electrochemical signals that we interpret as our lives and experience… there’s no single version of reality. Each brain carries its own truth via billions of signals triggering chemical pulses and trillions of connections between neurons. [pg 73-74] [bold mine]

Indeed, everything we think, hear, decide, and choose is an output, an interpretation made by, and directed from our brains. We’re not in control.

So one last reminder: Since all activity is an output from directions our brains give our mind, you can’t change a behavior (mind) by trying to change a behavior (mind) as there are no accompanying brain circuits to generate new directives for new outputs.

Got it?

CONCLUSION AND GOING FORWARD

Now that you know exactly why change seems hard, I’ll mention the models I’ve developed to forge a conscious route into the unconscious for permanent and congruent change – great additions to tools given to coaches, docs, leaders, and change agents. It’s taken me decades to identify the elements to include, then create models to apply them.

All of my models hinge on a systems orientation, given we are all systems and systems seek congruence. For any change to occur, for us to do something different and our brain to send out new/different instructions, we must end up congruent (i.e. Systems Congruence and homeostasis). This is how we remain who we are; no matter what want to do, our brains maintain our values. Even our brain’s neuroplasticity is informed by our individual, unique, and systemic norms.

That means any requested change must be at least equal to or less than the cost/risk of staying the same. Too often, when we input directions to make a change, we inadvertently provoke unconscious elements within our systems. This is especially true when change is being requested without collaboration and consultation from initiatives designed and directed by Others.

Here are the models I’ve developed that generate permanent brain circuit change while maintaining our Systems Congruence.

1. Change Facilitation. Often used by sales professionals (i.e. the generic model Buying Facilitation®) this model facilitates the capture and recognition of the appropriate and congruent criteria necessary for new decisions, behaviors, and choices, using

a. Facilitative Questions – A brain-directed facilitation model that uses specific words in a specific order along a very specific sequence to get into the unconscious circuits necessary to recognize the full set of systemic choices for new outputs.

b. 13 steps of change – I’ve unpacked each of the decision stages that all new decision making requires for congruent change.

c. Listening for patterns – Standard listening hears content, but content gets translated into our ears subjectively. To hear what someone intends to say, it’s necessary to listen from a different place in our brain, without the automatic circuits we unconsciously prefer to listen and interpret from that bias incoming data according to existing circuits.

Ultimately, change facilitation is used by influencers, coaches, sellers, change agents, trainers, managers, to enable Others to discover their own answers, using their own criteria, and governing their own systemic change while maintaining Systems Congruence and with no bias from outside.

In sales, my clients close 8x more in half the time using this process as it finds would-be prospects such earlier and serves them around their own change issues rather than through the needs of the sale. I’ve trained Buying Facilitation® to 100,000 sales people, coaches, lawyers, and leaders in many global corporations (i.e P&G, DuPont, KPMG, Morgan Stanley, Kaiser, IBM, GE, ATT, etc.). The model is generic and independent of initiative or product.

Using Change Facilitation in OD and change management, resistance is almost non-existent and the length of the initiative is a fraction of standard change management models as all – all – stakeholders/elements are discovered and included from the start, and systems are set up to avoid potential resistance.

2. The How of Change ™. I’ve decoded the conscious route to getting into the unconscious to either repopulate the internal components of the status quo to enable new/different outputs, or create a wholly new circuit for new choices. It resolves habits people try to break, resistance, and confusion.

I’ve created a 5 session program to lead folks through to brain change and to new, permanent habits and behaviors. Here is a video of the first session with me explaining what the brain does and how it’s possible to get to the unconscious: http://buyingfacilitation.com/blog/courses/the-how-of-change-sample/?lesson=62

The How of Change™ is used by folks seeking to change habits: diets, smoking cessation, routinization (i.e. exercise, organization). I would very much like to get this into healthcare so doctors can use it instead of telling patients what to do (and face resistance and misunderstanding, or non-compliance).

If anyone has interest in designing a model for a change initiative in their company, or licensing the material to train, please contact me.

Here are links to articles/podcasts on change:

The HOW of change

Change Without Resistance

Influencing Congruent, Unbiased Change

You Can’t Change a Behavior by Trying to Change a Behavior.

_____________________________

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

Sharon Drew Morgen July 18th, 2022

Posted In: Change Management

BuyING vs BuyER: how systems guide buying decisions

The terms ‘buying’ and ‘buyer’ seem to be defined by sales and marketing to denote purchase-related activities. After almost 40 years of thinking, training, and writing several books on issues related to the Buy Side, I’d like to offer a clarification: buyING is

a process; a set of systemic, procedural, decision making tasks; a possible result following essential change management practices that may lead to fixing a problem with external solutions.

In this article I’ll explain the buyING process and when, why, and how it sometimes leads to folks becoming buyERS – and when it doesn’t I’ll explain why. I’ll also define each step so sellers and marketers can use them to facilitate their route through to becoming buyERS.

As of now, neither sales nor marketing facilitate the systemic progression of change management steps to buyING decisions, instead use solution-placement, and needs-based content that merely engage the low hanging fruit (currently less than 5%) – those who have already self-identified as buyERS and will probably discover your site anyway.

But the buyING decision sequence is very specific and, with different goals, could easily be added to the front end of sales and marketing to reduce and make efficient the decision time needed to accomplish off-line tasks. Obviously this would produce more sales.

WHAT IS A SYSTEM AND WHY THEY’RE IMPORTANT

To explain the buying decision process, I’ll begin with an explanation of systems. You see, buyING is systemic, not needs-based. Hence what I believe to be the main reason it’s been overlooked by sales and marketing.

I define systems as any group of components that agree to the same rules. Systems are necessary for survival: You’re a system. Your group, your company, your family, are systems.

All systems are based on unique norms, identities and beliefs that designate their individuality and maintain the integrity of their relationships and purpose. Google is obviously a different system than IBM: different management styles, different people hired, different marketing and sales processes.

A unique standard of all systems is that they don’t judge themselves even when they appear inappropriate to others. Systems aren’t logical; their identities and beliefs just represent the unique norms that caused their formation. Have you ever noticed friends in a bad marriage and couldn’t understand why they stay together? Their system was configured that way from the start and maintains its normalized trajectory.

It’s only when a system begins to malfunction that a warning is sounded. And because it has operated in a ‘good enough’ way until then, doing anything different is not a foregone conclusion. The status quo is good-enough.

And here’s a trap we all fall into when we think someone’s system must change: one of the goals of systems is to maintain balance (Systems Congruence), maintain the same configuration of rules and norms through time. Any change, any additions or subtractions, risk disruption.

BUYING IS SYSTEMIC

Here is where buyING comes in. When a system (in this case a possible prospect and the alleged problem that needs fixing) exhibits a problem, it will always use the rules of Systems Congruence to resolve it:

• Everyone involved with the problematic component must help scope out the full fact pattern of the problem and be involved with the solution or there will be imbalance;
• Every effort is made to resolve the problem from inside (i.e. workarounds) because anything new may not carry the same rules and norms;
• Before any change can be made, the ‘cost’ of the change – the risk to the system – must be known and addressed by the full set of stakeholders;
• Before any change can be made, the ‘risks’ of the new solution cannot be greater than the risk carried by the known problem/the status quo or the status quo will prevail.

It’s only when all of these issues are handled is the system willing to change. This is what sales and marketing overlook. BuyING is a systemic process, certainly not so simple as having a need or making a purchase. Once the problem is fully defined, AND workarounds are tried, AND there is buy-in, AND the risk is fully understood and managed, THEN they become buyERS.

Sellers and marketers start off assuming their solutions can resolve a problem after posing some very biased questions and without full knowledge of the system of hidden politics, relationships, history, or goals that caused and maintain the problem.

But until the group/person has gone through their unique and systemic change trajectory (I call this change management) to figure out if they can withstand change and still function to meet their goals, they’re not seeking an external solution, don’t consider themselves buyERs and ignore your outreach. They’re not even prospects, need aside.

Indeed, your targeted outreach seeks and uncovers only those who have already become buyERS, thereby limiting your success to those already seeking your solution. Unfortunately, this overlooks those who WILL become buyers once they’ve completed their systemic change work.

CHANGE MANAGEMENT PRECEDES BUYING

Change management is an obligatory part of a buyING decision – the systemic decision making process that results in a congruent resolution and may or may not include making a purchase. Here’s what happens.

When a problem presents itself, people start off trying to resolve it themselves (not as buyERS); they take specific steps (see below) on route to a solution to make sure that the system ends up in balance. This route, these systemic laws, determine the buyING process and outcome – whether or not someone becomes a buyER. It’s only after they’ve gone through this and determined

• that the ONLY way to resolve the problem is with an external solution,
• that they cannot resolve it with a known workaround,
• that the risks are all known and don’t ‘cost’ more than the status quo,
• there is buy-in from ALL stakeholders who will touch the solution,

that they are buyERS. Until then, they don’t even self-identify as buyERS or notice your marketing or sales outreach. People really don’t want to buy anything, merely resolve a problem at the least ‘cost’ to the system. Again, buyING is systemic.

Viewing the sales and marketing in this light, it becomes obvious how you restrict your audience: when you offer content directed toward a product or solution, only people who have completed their change process and have deemed the ‘cost’ of a purchase manageable will be interested.

But there are about 80% more potential buyERS who are still in the buyING decision process, haven’t yet gotten their ducks in a row, and can’t buy until they do. You overlook them, mistakenly assuming you can engage them with clever outreach/content or data capture.

But you’re failing, and your closing numbers are diminishing. You call this ‘no decision’, and yet they are making decisions without you, without reading or heading your outreach. And the sales process itself is going the way of the landline.

Why not add a decision facilitation process to serve people where they really need your help?

WHERE BUYING NEEDS SELLING

In 1983 I founded a tech start-up in London. Because I had previously been a very successful sales professional dedicated to discovering ‘need’ and placing solutions, I was surprised at the complexity of making a decision to buy anything. I had to:

• recognize which stakeholders to include (more than I had assumed!) to even understand the full fact pattern of the problem;
• garner agreement that something needed to be different (or there was nothing to fix);
• try workarounds and do all we could to fix the problem ourselves before even considering anything external;
• fully understand the risk (the ‘cost’) to our status quo before considering buyING/bringing in an external fix.

To my surprise I discovered that my buyING decision had little to do with making a purchase but was a complex set of collaboration processes to facilitate group buy-in and understand the downside of making any changes. Ultimately, all problems had to be resolved with minimal disruption.

As a seller I had been indoctrinated in the normalized thinking of ‘needs-based’ outreach: ‘get in’ to the ‘right’ people with a ‘need’ that matched my solution; write ‘good’ content to engage; make my site compelling to differentiate from the competition, always assuming I could make a compelling case that my solution was the answer.

But as an entrepreneur I discovered that until people were near the end of their decision path they didn’t even seek out or notice content; they might have been in the buyING process, but weren’t yet buyERS. And reading content on a solution I might not need, or my group hadn’t approved of, possibly having only partial facts on how our problem originated or was maintained, or until workarounds were tried, was a waste of time.

Eventually, in 1986, I developed Buying Facilitation® to facilitate the buyING process in my company. I then used the process to double our own sales and have since trained it to over 100,000 people in global corporations such as IBM, Kaiser, Bose, KPMG, Wachovia, Morgan Stanley, DuPont, etc.

Buying Facilitation® is

a generic change management process (used for coaching and leadership also) that makes it possible to execute the decision making steps in a way that leads to a congruent solution and quickly leads those involved in the buyING process to become buyERS where relevant.

In control group studies, used as a front end to sales, it has an 800% increase over using sales on its own. Buying Facilitation® to lead folks through their buyING decisions; sales to help buyERS decide on the purchase. And marketing throughout, although initially focusing on leading each stage until they become buyERS when content-specific data is employed.

To help you understand what goes on in the buyING process, here are the 13 steps in a systemic Buying Decision Path between problem recognition and a resolution (or purchase) that all people must go through as they work at resolving a problem.

It’s quite possible for sales and marketing to enter during these steps, recognize who will be a buyer on the first call (Remember: you’d be wearing a change facilitation hat first, not a sales hat.), and lead them through their buyING steps to become buyERS. Note: these are relevant for any decision making process.

1. Idea stage: Is there a problem? Who needs to be involved to gather the full fact pattern?

2. Brainstorming stage: Idea discussed broadly with colleagues. Begin discerning who to include in ongoing discussions. Begin gathering full fact pattern of problem.

3. Initial discussion stage: Initial group of chosen colleagues begin discussing the problem in earnest to gather full fact pattern: how it got created and maintained; posit who to include on Buying Decision Team; consider possible fixes and fallout. Action groups formed to bring ideas for possible workarounds to next meeting. Invites for new, overlooked stakeholders to join.

4. Contemplation stage: Workarounds (previous vendors, inhouse solutions) discussed for efficacy. People who will touch the solution to discuss their concerns to engage before they resist. More research necessary on possible solutions, ways to determine if workarounds are viable.

5. Organization stage: Group gathers research to determine if a workaround is possible. Discussions of downsides of each. Viability of workarounds determined.

6. Change management stage: If workarounds acceptable, group goes forward to plan to implement. If workarounds deemed unacceptable, group begins broad discussion to consider downsides of external solutions: the ‘cost’ (risk)of change, the ‘cost’ of a fix, the ‘cost’ of staying the same, and how much disruption is acceptable. Broad research to be done for next meeting on solutions that might meet the criteria and ‘cost’ minimal disruption.

7. Coordination stage: Dedicated discussions on research in re risk factors, buy-in issues, resistance. Delineate everyone’s thoughts re goals, acceptable risks, job changes, and change capacity. Once agreement is reached, folks resisting must be heard; group must decide how to include and dismantle resistance. Specific research now needed. Discussions on next steps.

8. Research stage: Discussion on research that’s been brought in for each possible solution. Who is onboard with risk? How will change be managed with each solution? To include: downsides per type of solution, possibilities, outcomes, problems, management considerations, changes in policy, job description changes, HR issues, etc. and how these will be mitigated if purchase to be made – or discussion around maintaining the status quo instead of resolving the problem at all (i.e. cost too high). List of possible solutions now defined; research for each to be ready for next meeting.

9. Consensus stage: Known risks, change management procedures, buy-in and consensus discussed for each possibility. Buying Decision Team makes final choices: specific products and possible vendors are named. Criteria set for solution choice.

10. Action stage: Responsibilities apportioned to manage the specifics of Step 9. Calls made to several vendors for interviews, presentations, and data gathering. Agreed-upon criteria applied with each vendor.

11. Second brainstorming stage: Buying Decision Team discusses results of calls and interviews with vendors and partners, and fallout/benefits of each. Favored vendors pitched by team members among themselves, and then called for follow on meetings.

12. Choice stage: New solution/vendor agreed on. Change management issues that need to be managed are delineated and put in place. Leadership initiatives prepared to avoid disruption.

13. Implementation stage: Vendor contacted. Purchase made. Implement and follow on.

Given these steps, you can see that people aren’t buyERs until Step 9. Before then, they are people trying to fix a problem internally, and aren’t seeking out products or solutions to purchase so there’s no way ‘in’ with traditional sales and marketing. But if you lead folks through their Steps of change, both sales and marketing can influence the buyING so folks become buyERS.

ADDITIONAL SALES AND MARKETING OUTREACH

To help those in the buyING process become buyERS, marketers can write change management-based content with different focus: help them determine the full set of stakeholders; teach them how to engage buy-in etc. Sales can begin each contact by helping them notice where they are in their change process (i.e. instead of need). And once they get to the end of their buyING process, they would be buyERS and ready to purchase and receive relevant content.

I have actually created a Buying Enablement process to help marketers achieve this, complete with titles for content outreach. Note: it’s vital that content do NOT include any product pitches as folks truly are not considering this until the later stages. Of course a great footer and linked articles will lead to solution content.

Folks must go through their decision making/change management process anyway, with you or without you. So it might as well be with you, especially since you’ll know the specific components of each step better than they do.

It’s obvious that with websites and search being what they are, people no longer need sellers or marketers to provide content. But because the buyING process is so much more complex these days, this is where they need the most help. HELP THEM BECOME BUYERS by facilitating them through their buyING process. It’s a win/win folks.

_______________________________

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 March 21st, 2022

Posted In: Change Management