Like most folks in the world right now, I’m homebound. Not homebound, exactly; the new term is ‘shelter in place’ or ‘home stay.’ But I’m not entirely in the house. Each day I take a 2 mile walk. I go out to buy groceries. Plus I live in a houseboat, and spend time daily sitting on my deck on the Columbia River, watching the ducks, sea lions and cormorants go by. Not to mention taking a daily paddle up the river. So I’m not staring at the walls all day.

I’m one of the lucky ones. My clients have shifted to phone work and WebEx meetings, but I still have work and I’ve always disliked flying anyway. Most of my days are spent writing – my weekly blog article and my new book that I finally have time to write – so I have a creative focus.

And frankly, I don’t mind too much. As an Aspie, I don’t seek out social connections anyway. I don’t go to bars, and eat out only occasionally with friends who are equally happy to share food in our homes.

But as someone who believes in the greater good, I believe if one of us is hurting we’re all hurting. And so many of us are now, or soon will be, hurting. Hourly workers won’t have money to pay rent; small business are closing and putting employees out of work; people who are ill can’t get the tests or medical attention they need; children can’t go to school causing a multitude of family problems. So many people. So much suffering. And this will go on for god-knows how long.

So I was thinking. For those of us lucky enough to be receiving regular paychecks regardless of whether or not we can get to an office; for those of us with spare time to serve; for those of us with enough money in the bank to make it through for the long haul, I believe we must serve those in need. I propose the following:

  1. Find a person, family, or group to donate to. It doesn’t have to be a large sum. Maybe help one family with the rent or a week of groceries. When there’s no money coming in, every bit helps relieve the stress and fear.
  2. Volunteer your time to babysit or ‘homeschool’ kids for a day or a week, so parents who are able to work on site can do so.
  3. Find ways to use the internet to support clients in a new way, or reach out to remain connected with friends so you’re not so isolated. Obviously this is a no brainer. But do it.
  4. Start a blog; share your thoughts, fears, experiences with friends, family, and neighbors. By communicating mutual concerns, by sharing your deep thoughts and worries, you’ll feel a bit less alone and the group consciousness may take over. Who knows, you might have a good idea for someone, or you might have an extra blanket, or a roll of toilet paper for a neighbor.

If we’re lucky enough to support our own ‘stay cation’ we must share whatever it is we’ve got with those who don’t. We’re all on the same ship. We’re all vulnerable in one way or another. Each one of us is dealing with the same issues, albeit differently. While some of us are bored, or missing the repartee amongst colleagues; while some of us feel confined by the ‘four walls’ we don’t quite notice in the few hours we’re usually home; while some of us (I’ve read) are eating too much junk food; we’re still alive and well and truly, we can’t complain.

Let’s share what we’ve got. I believe in a world where people care about each other and do what we can to minimize harm. There’s just no way to get around the fact that at this juncture, we can’t afford to be selfish. We’re a global family. We all have hopes and dreams, families and lives to be fulfilled. In these difficult times, let’s remember we’re all in it together. Let’s take care of each other please.

__________________________

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

March 23rd, 2020

Posted In: News

Sales folks make a few incorrect assumptions about who a buyer is, including: 1. the name on the marketing automation or prospecting system is the name of the buyer; and 2. a receptionist or secretary isn’t a buyer. Not only is there rarely only one ‘buyer’, but whoever responds – yes, even secretaries and receptionists – might actually be on the Buying Decision Team (BDT). Indeed, if you ever attempt to ‘get through’ a receptionist or secretary, you’ll know for sure this person is a major decision maker.

OUR FIRST JOB IS TO FACILITATE CHANGE

Before anyone buys, they need buy-in from the full set of stakeholders – the BDT – who include those playing a role in managing any change a new solution generates. Each decision team member will face different hurdles: one team member might need to reorganize their team; one might need to fire someone or facilitate user compliance.

As outsiders we cannot know any of this, especially if we’re entering with a focus on placing a solution. But make no mistake: anything new brought into an environment causes some sort of irritation, and someone is responsible for resolving it; these issues need a plan for resolution before a purchasing decision is made.  And as outsiders we can’t know what’s involved or who on the BDT is handling it.

NEED ISN’T THE ISSUE

Entering to find someone with a ‘need’, or someone specific to sell to, limits sellers to seeking/finding those who are ready to buy at the moment the seller connects – the low hanging fruit. It ignores all those in the process of becoming buyers and those still figuring out how to manage the change who can be facilitated through to Buyer Readiness.

We can expand the group of possible buyers by a factor of 8 if we enter as change facilitators first and help them do whatever they must. Indeed, this large group doesn’t respond to the conventional sales tools and goals we employ: they can’t yet know the full complement of their need, and aren’t yet interested in any of our content.

By starting off with the goal of finding those still on their buying decision journey and not yet buyers, and lead them through the steps necessary to manage the change, it’s possible to recognize who will be a buyer on the first call. Indeed, by helping them traverse their route, they will become buyers quickly. Your pipeline will actually include real prospects, not suspects. But the definition of who is a buyer will need to change.

For knowledge on this subject, I’ve written articles on the model I developed to facilitate the elements of the buying decision path that differ from sales: Buying Facilitation®, the real buyer’s journey, and help buyers shift their status quo. In this article, I offer three case studies on how to sell by going beyond what the sales process considers ‘buyers’. One shows how I sold more than anticipated by not assuming the listed name was THE buyer; one tells how a receptionist got me business; one shows how I instigated a prospect to enlist the Buying Decision Team and become a buyer.

CASE STUDY: DON’T RESTRICT YOUR CONTACT

Years ago, I was training Buying Facilitation® to a sales group within a call center selling three of IBM’s software packages. In those days, sellers prospected using the names on coupons sent from folks requesting information (old school!). During the training, I suggested that participants not ask for the folks whose names were on the coupons, as there was no way of knowing who was actually on the BDT or who filled out the coupon.

During my one-on-one coaching session with John Megatz (one of the participants…. I’ll never forget him!) he called a small construction company to sell an accounting package, assuming they’d need one. He asked the woman who answered for Louis, the name listed on the coupon. “Not in” she said. “Please call back Monday.” I then called the number back. Here was the call.

SD: Hi. My name is Sharon Drew Morgen, and I’m calling from IBM in response to a coupon. Can you tell me how you’re currently handling your accounting, and if you’re seeking any additional tools to help? [Note: I always assume everyone is part of the BDT. I do this on all cold calls.]

Kathy: I’m doing the accounting. Me. It’s me. All me. Since May. Me. I was the one who filled out that coupon. I’m trying to convince my husband to buy an accounting package within the next week, or I’ll not only quit, but I’ll divorce him. We’re a Mom & Pop shop here, and I took over the accounting when our accountant left last May (it was December). It takes up too much of my time and I hate doing it. Louis promised me I’d only have to do it for a month. So if I can buy a package now, it would save my marriage.

Kathy: Oh. Louis just walked in. Hey Louis! Pick up the phone, will you? It’s IBM with a solution to save our marriage.

Louis: Hi. This is IBM? Do you have an accounting package we can buy? I need to buy one today or she’ll divorce me.

SD: Hi Louis. Yup. We’ve got one. We need to check if our package fits your needs. But before I discuss it, I’m wondering if you also could use a Project Management package. It’s pretty cool. The project managers on client sites could log hours and create client invoices from the field. Or a Payroll package that would automatically write checks electronically. I see you’re a small construction business and can’t tell if anything we’ve got is anything you need.

Louis. Wow. I need all three! Can you tell me about them?

SD: Since I’m just a trainee, can we wait until Monday when the product managers for each package would be available to discuss the packages with you? I’m only the one with the mouth; they’ve got the brains. [Note: I really said this. I had no idea how to pitch any of the products.]

Louis: No. Is there any way we could do it today? [Note: It was 5:00 Friday afternoon.]

SD: Give me fifteen minutes. I’ll call you back.

John and I ran up two flights of stairs. Ran (and somehow I lost a very expensive Tiffany pen during the trot). We got to the sales group as they were walking out the door for the weekend. John grabbed the two sellers from the Project Management and the Payroll packages, and we ran back downstairs and called Louis back. To be honest, I knew almost nothing about the products.

Turned out, they bought all three packages. Right there and then. But they might not have if John had waited until Monday for Louis, or hadn’t assumed the woman answering was a secretary instead of co-owner. And John was set to restrict his sales effort to the accounting package.

CASE STUDY:  ASSUME EVERYONE IS A BUYER

I once made a cold call to an engineering firm. The receptionist answered. I used my Buying Facilitation® model on her as I do with every person who answers a phone; I can never know who is part of the BDT, how their buying decisions get made, or even if they’re in the process of seeking new skills. You’d be shocked to know how much information these front line people have and how helpful they’re willing to be when respected:

SD: Hi. My name is Sharon Drew Morgen, and this is a sales call. I wonder: how are you folks adding new skills to the ones your sales folks currently use, for those times you want to shorten the sales cycle?

Susan: Wow. Cool question. Could you teach our folks to do that?

SD: Sure. That’s what I do. And I know you’re at the front desk and it’s probably busy. But I’m happy to see if what I offer and what might enhance your business would be a fit. Is this a good time?

Susan: No. It’s mayhem around here always. Would you mind sending me some sort of a packet and I’ll get it to the sales director? I promise I’ll do it. I like what’s going on in this conversation.

So I sent her a packet. She called me a week later.

Susan: Hi Sharon Drew. Thanks for the packet. I put it on our Sales Director Joe’s desk. But he was fired an hour later. I went into his office after he’d gone and he’d cleared everything out, including your packet. Sorry to ask you this, but would you send me another one?

I sent her a new packet. A week later I got a call from Gary.

Gary: Hi Sharon Drew. I’m sitting here with Susan who says I have to call you because whatever it is you’re doing sounds like we should be teaching our sales folks. This is my first day as Sales Director, and Susan has made sure this is my first act at my new desk. In fact, she’s standing here right now. You must have made quite an impression on her. Is this a good time for us to discuss?

I ended up training their company, not only in Buying Facilitation®, but in change facilitation. And even though she wasn’t an obvious stakeholder, Susan was on the Buying Decision Team and brought in other team members without me having to look for them.

CASE STUDY: THE IDENTIFIED PROSPECT NEEDS THEIR STAKEHOLDER GROUP.

I once got a call from the Director of Training at KPMG. He had just read one of my books, and said he intuitively believed his team needed Buying Facilitation®. With a 3 year sales cycle and only 1000 possible companies large enough to spend $50,000,000 to buy their tax minimization service, he wanted to stop blowing through his limited number of prospects and shorten the sales cycle.

“What has stopped you from figuring this out on your own until now?” said I.

Steve didn’t have an answer, but said he’d think about it and call back. Next time he called, he had 2 others on the phone. I posed another question about how they could resolve the problem internally and get the buy in that any change would require. We’ll think about it and call back, Steve said. This process continued for two months; each time Steve called back he had more people on the phone and more answers, until one snowy day at 7:00 a.m. while I was on a client site in Rochester NY (in winter!), he had 15 people on the phone from 4 countries.

We did our normal thing of me asking a question that no one had an answer to. During the silence of ‘no answer’ one of the participants started this conversation:

Man: Hey Steve. What’s she selling?

Steve: I have no idea. Hey, Sharon Drew, you haven’t pitched me anything yet. Why not?

SD: I had nothing to sell if you had nothing to buy. Now there’s a larger percentage of your stakeholder buying team present; you have more knowledge of what’s stopping you from having a more effective selling process; you understand the issues that will come up when you add my facilitation system; and who needs to buy in moving forward. Now you’re ready to hear my content.

Then, for the first time mentioning what I was selling, I pitched to the group who was ready to buy. They brought me in, and I trained the global team for 2 years. With my help, they reduced their sales cycle to 4 months.

Remember: until or unless the entire BDT is present (which might be more complex than obvious); until they know if they can/cannot fix any problems themselves or how to manage the change an external solution will bring with it; they’re not buyers.

Trying to sell to one person who you THINK might be a buyer because they were in the right demographic, or because they responded in a way to your manipulative questions that caused you to assume they had a need, or because you attempted to be their ‘best friend’ or ‘relationship manager’ won’t get you more than your 5% close – the low hanging fruit. Not to mention wasting 95% of your time hoping and waiting, asking the wrong questions, to find those who SHOULD buy, and don’t.

DON’T TRY TO GET TO THE TOP

For those of you who spend hours/days/months attempting to get to the person at the top, stop. That person has probably delegated the responsibility to the appropriate team, and more importantly, even if s/he is one of the decision makers, there are several on the BDT. During the time you spend trying to get to THE person, you could have been speaking with one or more folks on the BDT who will then bring the rest of the team into your discussion, so long as you use your time with them to help them facilitate their change to excellence and not try to pitch or pose manipulative questions.

It’s time for us to stop assuming that there is only one person who is THE person we need to speak with. You’re losing business, wasting time trying to find that ‘one’ person, and (when trying to get around or through a receptionist or secretary) not realizing the number of people who must be involved in making a buying decision. Remember: a buying decision is a change management issue before it’s a solution choice issue, so there are many folks who must be included. That will expand your audience of potential buyers by a factor of 8.

____________________________________

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

March 2nd, 2020

Posted In: News, Sales

People don’t really want to buy anything. We’d much rather maintain our status quo if possible: it’s worked; it’s comfortable; it’s normalized; we’re set up to keep on keepin’ on. Indeed, the goal of a buyer is to solve a problem with the least ‘cost’, using the least resources (money, time, human power, culture, etc.) and causing the least disruption. And a purchasing decision is far, far more than good information, collaboration, or good decision making practices.

Adding, choosing, buying anything new means change to the status quo, always fraught with risks that are unknowable before a purchase is made. Indeed, a buying decision is a change management problem before it’s a solution choice issue. And the ‘cost’ of bringing in something new must not exceed the ‘cost’ of maintaining the status quo. How can you know this before making a purchase?

CASE STUDY

Years ago, I was a consultant at KPMG training a team of Senior Partners in my Buying Facilitation® model. My contact, Dave, called to say he’d not returned my call because they’d received their first RFP from Boeing (who’d always used Arthur Anderson as their consulting partner) and a group of them were madly trying to compose an impressive proposal.

“What’s stopping them from using AA again this time?” I asked. Dave didn’t have an answer and said he’d find out. He called back to say Boeing was indeed going to use AA again, but had sent them the RFP because they needed a second bid. (Note: do YOU know how often that happens?)

With my assistance, they stopped writing the proposal and instead sent a letter saying since Boeing would be using AA, we wouldn’t be submitting a proposal. Instead we offered them a couple of pages of my Facilitative Questions (a new form of question I invented that works with brain function to discover criteria) which led them to discover how to avoid resistance and disruption during the large-scale, global change they were seeking.  This included how to

  • avoid disruption and resistance during implementation,
  • recognize and involve the complete set of stakeholders from the beginning to ensure the entire fact pattern was collected and the success criteria designed to elicit buy-in,
  • notice, manage, and avoid the project/change risks,
  • maintain the change over time.

KPMG knew it was risky to approach the RFP as we did, but since they weren’t getting the job anyway, they decided it was a good risk to take as the questions exhibited their ability to lead. And it was indeed a good risk: Boeing called after a couple of months to give them the job (without a proposal or price discussion, I might add).

“When we saw your questions, we realized we never even considered those sorts of issues and just assumed our vendors would handle that stuff. And we consistently had problems in those areas you mentioned but never knew it was possible to avoid them. We just didn’t know what we didn’t know, and didn’t know how to include those elements in our RFP. When AA came in to start the project, they had no plans to manage anything but the exact end-result specs we asked for. From your questions, we know now that a few extra steps can be taken at the start of a project to ensure buy in and trouble-free adoption. We certainly didn’t know it was possible to set up the right components from the beginning to avoid the problems later on. Realizing the size of this project and the numbers of people and teams involved, we don’t have tolerance for any dysfunction, so we fired AA. Can you come in and start from the beginning and factor in all of the items you mentioned in your letter?

Whether an individual or part of a Buying Team, somehow buying choices get narrowed down to one. How do you do that? And is there anything you could have included in your decision process to assure your selection comes with minimum disruption and maximum buy in for after you’ve made your selection?

WHY WE BUY ANYTHING

Outside of small personal items, the only time we consider buying anything is when we’re absolutely certain we can’t fix a problem any other way AND we have comprehensive buy-in. The risk of the new causing imbalance is just too high. ‘Need’, price, features and benefits are important, of course, but secondary; purchasing something new must maintain the status quo as well – problematic since anything new faces the possibility of disrupting the equilibrium. It’s a systems thing.

Every person, group, family, company, is a systemTo maintain themselves, systems need balance (homeostasis) and work hard to ensure its norms and values are carried forth through actions. (For those unfamiliar, this is called Systems Congruence). The last thing a system wants to do, the challenge we all face when we recognize something needs to change, is how to bring in an unfamiliar element (certainly a risk) and maintain our status quo. And the time it takes for all the elements that will touch the final solution to agree to something new and know how to integrate it, is the time it takes to choose.

It’s not about price or features until it is; it’s about the dynamics of change. And without taking these steps, the risk of resistance is high as it puts the system out of balance.

One thing is certain: before any decision to buy anything occurs, a set of ‘soft’ criteria – rules, norms, beliefs of the underlying system, if you will – must be met that go beyond the tactical – factual – specifics of the requirements. We get so focused on ‘hard’ criteria we put every buying decision at risk, including:

  • environment not able to integrate or use the new adequately and causes disruption;
  • environment not ready to accommodate change congruently causing relationship and output problems;
  • goal that initiated the purchase in jeopardy;
  • resistance when implementation causes change that hasn’t been accounted for.

Regardless of the need or the efficacy of a new solution, if the risk of disruption to the system is higher than the need for change, no purchase can be made. But as you’ll see, it’s possible to change without resistance or disruption.

WHAT WE LEAVE OUT WHEN IT’S TIME TO BUY

In the Boeing story, the Buying Team’s RFP focused on the facts, the outcomes, of what they thought would solve their problem, but overlooked the ‘soft’ issues – the systemic issues. It’s the same problem with individual purchasers: Have you ever thought about how you decide to buy THIS one instead of THAT one? Have you specified your criteria to ensure the new will fit with the old – and a way to notice when there is an integration issue? Have you captured the specific steps you’ll need to do something different than your normalized habits?

An online search for ‘buying process’ explains the conventional approach: recognize a need, research and evaluate the choices (price, features, etc.), and buy. Seems so simple. But it’s not simple at all.

For smaller decisions, weighting and evaluating features and choices works just fine. But sometimes, especially when Buying Teams must choose a new item or vendor, or something wholly different that shifts the intent of the status quo, is required, we don’t always address the unconscious elements that cause us to accept or reject choices. Sometimes it doesn’t matter. But sometimes it does.

For those times there’s less leeway for error, for when implementation can be fragile (i.e. there’s resistance to change before any decisions have been made), or when numbers of people will be involved, it’s possible to manage those unconscious elements upfront. Sure, facts, needs, features and outcomes are necessary. But the non-obvious data points may lurk without recognition until they come back to bite us or harm performance. Here are the challenges: We:

  • compare the purchase of a new solution against what’s already there, but might forget to add in how to manage what happens when the new criteria changes our outcomes, actions, job descriptions, management needs, downtime, learning curve;
  • seek to find something equal-ish to what’s being replaced without considering how the new will alter our status quo over time or how it will change performance in unexpected ways; 
  • gather initial data only from obvious stakeholders without expanding the group to those who will ultimately touch the final solution, and face resistance;
  • have feelings about a choice if our jobs or ego-needs will be affected, causing unspoken resistance that comes out through sabotage or interference;
  • sometimes acquiesce to a group’s choice and hold hidden biases that will rear their heads later or cause an ineffective decision making;
  • resist a purchase due to an ‘intuitive’ feeling (fear of change, dislike of implementation practices being discussed, distrust of vendor being selected, etc.) that makes the status quo feel safer, and procrastinate making a decision.

There are actually specific steps to all buying decisions that take into account the full panoply of criteria – hard and soft – to make congruent buying decisions. Along with the practical and factual details, these steps make conscious the unconscious elements that ensure a successful conclusion, regardless of the size or price of the purchase or the complexity of the implementation.

STEPS TO BUYING

Note that if everything were working perfectly there would be no need to buy anything. In fact, people only buy when they cannot fix a problem with a known solution. Making a purchase is the last thing anyone wants to do. But when it’s necessary, the outcome must include the maintenance of Systems Congruence, or the cost of failure is too high.

I’ve put together steps below to address systems functionality, more factors than merely need, price, or vendor selection. [Note: for those interested, I’ve written a book on this: Dirty Little Secrets: why buyers can’t buy and sellers can’t sell] By including all steps, you’ll discover the unconscious factors, the risk factors, the change management factors, so they can be addressed, either individually or with the Buying Team, as part of the actual purchasing decision. Take a look.

  • Specified Outcome: What is the status quo you’re trying to change? While this might seem simple, and come to you defined by a user, this is far from simple. It requires:

a. The entire stakeholder team be included so they can discuss all of the elements that caused the problem, and understand why it hasn’t been fixed until now. The love of the existing processes? The habits incurred by many? The attitude of being ‘good-enough’? Whatever is in here is the reason a new solution is needed now. If this is an unknown, a solution might be purchased that doesn’t address the baseline problem. (i.e. If there is a ‘rules’ problem and it hasn’t been resolved, the same problem will occur with the new solution.)

Often the same factors that have kept the problem in place will cause implementation or acceptance and use issues: the entire group of folks who will use the purchase must understand all possible problems and outcomes. Of course this will bias the ultimate choice to purchase.

b. If any stakeholders are left out from the early stages, it will be harder and more disruptive later on when they join. When I urged British Airways to include their HR manager in a large software rollout, they said “OH! We always forget her, and then need to play catch up when she needs things changed.” Precisely.

  • Status Quo: It’s rare that a problem exists, or a new enhancement needed, without there being something in the status quo that has, or must be, changed and will resist when it’s threatened. The only way to discover the precise factors is by leading the stakeholder team through a thorough examination of how they got where they are.
  • Criteria: What criteria need to be met for the problem to be resolved? Again, all stakeholders must work together to figure the criteria out and reach agreement as to how to manage it before going forward to list the criteria for a purchase. Here are some criteria that my clients manage before putting out an RFP or moving forward with a project:

a. Minimal disruption: How will the new replace the old to ensure minimum disruption? What needs to be in place, or accepted, or shifted?

b. Buy In: Who needs to be involved to implement efficiently? Who needs to buy-in?

c. Resource cost: Who will analyze the resource cost of the new to make sure anything new will cost less than maintaining the status quo? And how will this be gauged when weighting choices?

d. Disruption management: What disruption will take place when the new is brought in? No, really. The stakeholders MUST know this: What EXACTLY will be the disruption and how will it be mitigated? By whom? How will you prepare the people, groups, situations that will be effected? What does that look like? This must be handled specifically, point by point, by all stakeholders or you face resistance or non use.

  • Workarounds: Until everything known is tried and failed, it is irresponsible to consider bringing something New in as the risk is too high for disruption. Of course all new purchases create disruption. But the New must match the norms and carry the rules of the system.

When considering fixing the problem, what options have been tried already from within the existing structure of choices? What stopped these workarounds from working well-enough to not need something from outside? What would a new option need to do differently than the workarounds that have been tried? Did the trials and choices of the workarounds come from the entire stakeholder team?

  • Problem Recognition: It’s not until all of the above have been addressed is there a clear understanding of what needs to be purchased. Sometimes Buying Teams are given a fact sheet, or send out an RFP, blithely assuming it’s accurate, only to have the end result fail when one or two stakeholders scream because they were never contacted, or didn’t understand the consequences for them. This is a huge problem in Buying Teams. Sometimes folks do research, make calls, meet with vendors, without having handled steps 1-3 and can’t figure out why they’re getting such resistance.
  • Research: When the entire fact pattern is understood, when all stakeholders are aware of the consequences to them when the new is purchased, when there is agreement they can’t fix the problem themselves, it’s time to do initial research. Delegate out different research modalities among the different stakeholders. We know that different people get different searches as per their past history, so assign several folks to the same topic. But also research other departments, friends, reliable vendors.
  • Evaluation: The entire stakeholder team must buy in to the new. Until there is agreement that the new matches the values and norms of the underlying system, and the cost of bringing it in is known and addressed, there will be no purchase.

Purchasing a service or an item is relatively easy. The difficult part is making sure the new fits into the status quo with minimal disruption and cost. Add the systems element to your buying decisions to ensure an easy integration and use. Otherwise, you might end up failing when you don’t need to.

________________________________

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

January 20th, 2020

Posted In: News

Change - Selling Solutions

I’ve recently heard sales folks complain that the status quo was the ‘enemy’ of buyers buying. Nonsense. It’s just another element along the buyer’s decision path that must be addressed, and can be directed, codified, and influenced – but not with a sales hat on. Let’s consider the, um, status quo: When does a buyer buy? When they’re ready – regardless of their need. When is a buyer ready? When their stable status quo recognizes it cannot fix any problems with known resources and is prepared to change in a way that won’t cause irreparable disruption. A buying decision (any decision, frankly) is a change management problem. Here are the basics:

Ready: Ready means that

  • the status quo has carefully determined (through trial, error, and agreement) that it cannot fix recognized problems with anything familiar (current vendors, current software, other departments, different people),
  • there has been systemic buy-in and the status quo is ready, willing, able to incorporate something new into the current operating procedures,
  • a new solution can fit without major disruption (or it will be rejected regardless of the need or the efficacy of the new),
  • the ‘new’ matches the rules, values- and systems-based criteria that identifies it.

In other words, even if buyers need your solution, they can’t buy if the cost of disruption is higher than the cost of the solution implementation. And here is the frustrating part for us: Any change must be initiated, managed, and maintained from within the system because no outsider can understand the nuances of a status quo they are not part of.  Here is a rule: until they know how to manage any change that would be incurred as a result of a purchase, prospective buyers cannot buy regardless of need.

Status quo: The status quo is

  • the established conglomeration of elements that define our unique, largely unconscious, human operating system,
  • made up of idiosyncratic rules that determine the habits, patterns, agreeable behaviors, and organizing principles that enable us to get up every day as the same person/team we were yesterday,
  • a representation of the beliefs, values, history, assumptions, moral structure, cultural/educational standards it embodies,
  • stable, unique, idiosyncratic, complex, and mysterious (especially to outsiders).

The status quo keeps us operating congruently every moment of every day. It doesn’t judge right or wrong; it doesn’t recognize good or bad. It’s just ‘what is’. To become a different ‘what is’ it would have to change. And change means disruption, potentially a breakdown or interruption of normal operating. Although a natural occurrence – we move house, make new friends, take a new jobs, buy new clothes – we won’t substantially change unless we are assured we avoid disruption, confusion, and uncertainty.

THE PROBLEM WITH CHANGING THE STATUS QUO

The norms and values within a status quo have been normalized; right or wrong, good or bad, we function in a pre-ordained way day after day.  Anything – anything – threatening this habitual functioning will be resisted. I remember sitting on the floor of a hut in the Ecuadorian Amazon, sharing a meal with an indigenous family. My women travel friends were warned not to smile at the local boys who showed up to stare, as a smile was an invite to bed. After imbibing liberally on the local and highly fermented ‘chi cha’, everyone was drunkenly smiling – a cultural imperative for Americans – and the boys surrounded us like bees in a flower garden. Our host had to usher the swarming, eager boys out, offering a frustrated glare at us en route. The rules of our cultural status quo included being friendly to strangers; the rules of their status quo included avoiding women unless invited.

As individuals, our status quo has been formed by our subjective life experiences: the rules, beliefs, and thinking that we learn from our parents and grandparents, our schooling and birthplace, our education and work life, our friends and family. Our life choices, our communication patterns, our choice of mates and jobs all maintain our status quo. Doing anything different threatens our very core.

As members of teams, groups, or relationships, our status quo has more moving parts, including individual needs, rules for collaboration and communication, politics, corporate regs, and the historic relationships. For our clients, it’s imperative they maintain their status quo or they cannot get up day after day and run a business.

At the point we meet clients they are a walking bouquet of normalized elements that make no sense to anyone outside the group (or even inside the group sometimes). When we try to push change, the offered information is seen as foreign and will be resisted regardless of its efficacy. Until or unless the status quo knows how to add something new in a way that conforms to its baseline (and unconscious) rules, and understands that no permanent damage will occur, it won’t be willing/able to shift behaviors, learn new habits/patterns, or accept new ideas or solutions. In other words, no change can happen.

SALES, BUY-IN, CHANGE, AND THE STATUS QUO

Changing the status quo is a challenge of Systems Congruence; the new must fit comfortably with the habitual so the person or team can continue functioning normally.

For buyers, the time it takes them to figure out how to do this is the length of the sales cycle. It’s a systems/change thing, not a purchase/fix thing. But facilitating congruent change hasn’t been part of the sales skill set: with our solution-placement agenda, we limit our prospect population by seeking those who may be ready now or soon; too often we wait (and wait and hope) while those we deem appropriate complete this. We don’t take into account that sellers (or any influencers) are outsiders who can never understand how the status quo is kept in place, or add something to it.

Offered too early our data, or pitch, or ‘rational argument’ is not seen as a reason to buy but as threats to the balance of the status quo when it may not be prepared to change. Sometimes our solution is not recognized as being needed because the Buying Decision Team hasn’t yet been fully assembled and needs haven’t been fully elicited. Sometimes they know they have a need but haven’t determined how to change congruently yet, or tried out all of the internal workarounds that might offer a resolution.

It’s certainly possible that at the time we’re getting “No’s” our prospects are merely at a stuck stage and can easily move beyond it once they get understanding or internal agreement. When I hear sellers say that the status quo is ‘the enemy’ I know they are attempting to push against it with data, contacts, media. As I said above, nothing – not our brilliant pitches or presentations or charming personalities – from the outside will sway this stable beast.

But there is a way to help our buyers facilitate the 13 steps to congruent change as part of our initiative. Instead of spending so much resource seeking only those who are ready (the low hanging fruit), we can recognize, and enter earlier, with those who will buy, and help them shift their status quo from within, using their own values and rules to seek and accept new solutions. It will require, however, an addition to the status quo of the selling model.

HOW THE STATUS QUO CHANGES

Let’s begin by understanding how the status quo adopts change (I wrote a book on this. Read two free chapters: www.dirtylittlesecretsbook.com). And, regardless of the size or complexity of the problem, the path to congruent change is the same for all systems. It begins when something within recognizes something awry. It must then find a path to congruent change that includes consensus and change management. Knowing what needs to shift, having ‘good’ data on why the shift is necessary, or having a few elements willing to shift (without complete buy-in) does nothing to create change. There must be a thorough understanding of all the moving parts (i.e. you can’t get where you’re going until you know where you’re at).

Rule: status quo must recognize rules, beliefs, norms, that must be maintained before considering change to avoid resistance and systems incongruence.

To add anything foreign from the outside, the new must get buy-in from any people, policies, rules, and politics that would be affected. All change must be accompanied by a re-weighting of the norms of the status quo. The status quo itself must know exactly how it will be effected by anything new, and if it’s worth it to spend the energy mitigating itself to adopt. For this, everyone involved in maintaining the status quo must have a hand in defining the elements and understanding how change would effect it.

Rule: assemble everyone/everything that makes up the status quo to determine how, if, why, when any change would be required or accepted.

Once the status quo is coded, everyone/everything has bought in to change, the fallout from change must be considered and strategized. Change must be systemic and based on the values and rules that maintain it. Certainly no one from outside can cause the change.

Rule: every element within the status quo must understand the potential fallout to change, and be willing to consider ways to adapt to, or align with, the new, or it will resist change regardless of the rewards.

Unfortunately, the sales model doesn’t include this level of change facilitation; it occurs privately within the buying environment, during what sellers call the Pre-Sales, hidden, and highly personal portion of a pre-buying decision. I developed a model (Buying Facilitation®) that gives sellers a new tool kit to use with sales to manage systemic change and buy-in. I’ve trained it with terrific results for decades. But make no mistake: it’s not a normal part of the selling process.

The question is whether or not you want to change: to continue seeking those who have already accomplished this change management, or seek those you can lead through it as a change consultant first. You’d need to avoid gathering data and stop pitching until this has occurred and instead, begin by listening for systems and facilitating change. But then you’d have approximately 40% more real prospects who are ready, willing, and able to buy.

Do you want to sell? Or have someone buy? They are two different activities. To facilitate buying, you must enter earlier as a Servant Leader and be willing to first be a change agent. Then you’d find and facilitate the journey with those who really need your solution but haven’t completed shifting the status quo yet. Potential buyers must first do this, with you or without you, as we sit and wait, or miss the opportunity entirely. Instead of seeking those who have already finished this and are in the 5% you can sell to, why not find those who WILL buy, facilitate them through their change, and become part of their status quo. It actually takes less time and closes more. So much easier, kinder, and more profitable than chasing the low hanging fruit. You’d just have to change your status quo.

____________

Sharon Drew Morgen is the developer of Buying Facilitation® – a generic change management model for influencers that facilitates the journey through the status quo to enable congruent, systemic change. It includes Listening for Systems, formulating Facilitative Questions, and enabling choice. She has trained the model to 100,000 sales folks in companies such as KPMG, IBM, DuPont, Clinique, Cancer Treatment Centers of America, FedEX, GEIS, HP, Wachovia, Morgan Stanley, and Bose. Sharon Drew is the author of 7 books on this including the NYTimes Business Bestseller Selling with Integrity, and the Amazon bestseller Dirty Little Secrets. Sharon Drew’s most recent book What? Did you really say what I think I heard? breaks down the gap between what folks say and what is heard. She is an original thinker and visionary who trained, speaks, consults, and coaches. She can be reached at sharondrew@sharondrewmorgen.com. 1700 articles appear on www.sharondrewmorgen.com

 

 

January 6th, 2020

Posted In: Communication, News, Sales

For some reason, it’s an accepted norm that presenting details of an idea or solution will prompt action. It goes something like this: you want someone to buy or do something, or fund you; you want a team to organize in a certain way, or a teenager to change behaviors. In other words, you want someone to do something they’re currently not doing. You decide on a story, a pitch, a tactic, a presentation, that will influence them to change their current behaviors to do what you want them to do. So you

  • formulate the ‘right’ message, in the right way – according to their demographics or personal characteristics – that (you assume) represents their ‘needs’ and will motivate action;
  • develop the ‘right’ supplemental materials or stories;
  • pitch, present, tell a story, offer indisputable research and superlative references that prove your value.
  • You then assume your ‘relationship’ with the listener – your status, brand, assumed expertise, history – offers you authority to be granted what you ask for. And then you wait. And then…nothing.

In case you’re wondering why you’re not getting the results you deserve, it’s because it’s all based on you.

WHAT – PITCHES CAN’T BE HEARD

Just because you may be ‘right’, have the essential information and capability to fix a problem, your message won’t be heard unless the listener recognizes they want to change, that they cannot resolve their own problem using familiar resources, and they’re ready to seek an external fix.

Indeed, until they know precisely when, why, what, and how to change their current thinking and behaviors, until they recognize that the ‘cost’ of adopting a solution from outside the status quo is lower than the cost of maintaining the problem, there’s a case to be made that your suggestions will be ignored or resisted.

Here’s the problem. Your pitches and stories:

  1. try to persuade others according to your needs and goals (As a listener, if don’t think I have a need, why should I listen?);
  2. are misunderstood and mistranslated as per unconscious listening biases (As a listener, if I misinterpret what you’re talking about, what is my takeaway? And how will I know what I think I hear isn’t what you’re saying?);
  3. provide an answer according to what you believe is needed (As a listener, I’m offended when you think you know more than me about what I need.);
  4. use biased verbal and graphic forms to represent the message you think will be effective (As a listener, I have no idea what you’re talking about. I don’t think that way.);
  5. reflect your need for them to take action NOW (As a listener, I haven’t figured out if I need to change anything. So why are you pushing me to take action?);
  6. probably don’t resolve the potentially broken internal rules and historic choices that created and maintain the problem (As a listener, I know I need to resolve this, but it’s always been this way and so many things are dependent upon it. What will break if I try to do something different?).

Notice it’s you and your biases determining:

  • the information you’re sharing – which may not be the best set of facts for that listener;
  • the particular words, graphics, presentation used – which may not be the best for the listener’s understanding;
  • the assumption that the problem needs to be fixed – and fixed the way YOU think it should be fixed;
  • that YOU are the one (an outsider with no true knowledge of the full data set of what’s going on internally) who has THE content to fix them – and aren’t recognizing any possible avenues for them to fix themselves;
  • the intended outcome YOU believe needs to be met – which may not be the same outcome or agenda the listener condones.

In other words, with no accurate idea of how your information is being received OR the actual underlying fact pattern that has both created and maintained the status quo, with no ability to understand the historic, systemic issues that keep the status quo functioning well-enough to not have considered change, you’re trying to tell folks to do what you want them to do using your own criteria for them to change.

You certainly have no control. You have no way of knowing the rules, relationships, background, of what you can only see parts of from outside the system. You have no idea how you’re being heard, or if your chosen languaging and presentation is what the Other will respond to. Indeed, you have no way of knowing that your message is ‘right’ for that person at that time.

I contend that by entering a conversation fraught with your own biases, goals, needs, and limited understanding, you’ll only succeed with those who already believe the way you do, are seeking change, and are looking for exactly what you’re presenting. And those who really might need your message will ignore it if it’s mistimed, runs counter to the current operating rules or agreements, or uses the wrong languaging.

This can be amended. You can prepare listeners to accurately hear and be motivated to act on what you want to share; you can language your information according to the best chances to be heard, at a time when the listener is ready, willing, and able to hear. But you need to add a new mindset.

WHY – CAN’T YOUR PITCH/STORY BE HEARD?

Right now it seems your listeners are ignoring you, or resisting; that they misinterpret or forget on purpose. But that’s not the case. They just cannot respond to what you are telling them. The way they hear you is a big part of the problem.

Simplistically, brains take in spoken words through your ears as chemical and electrical signals devoid of meaning. These signals

  • travel down neural pathways
  • seeking similar-enough signals
  • that match with the incoming signals
  • to an unknowable (greater or lesser) degree,
  • and may have a different meaning
  • that’s some degree ‘off’ the incoming message,
  • but matches historic decisions and beliefs
  • that have been built in to current choices, status quo, and accepted norms.

In other words, there’s a high probability your intended message will be misheard, misunderstood, or mistranslated as per the meaning attached to the neurons and synapses a listener’s brain automatically chooses to match with your words; you have no idea what others hear when you speak, your clarity, personality, and messaging aside.

Those with no interest at all, and regardless of your attempts to inspire attention, may notice only a fraction of what you offer and certainly won’t care if they’re getting it wrong. For those who are trying to listen, they don’t know what parts of your message they’re missing or misinterpreting. Their brains won’t tell them they’ve got it wrong.

In fact, people can’t know that they DON’T accurately hear what you’re saying. As per above, their brains don’t tell them which words or concepts were omitted or mistranslated during their normal brain/listening process. So if I say ABC, you might actually hear ABL and your brain won’t tell you it haphazardly discarded E, F, G, etc. during its signal matching process. I actually wrote a book on this called WHAT? Did you really say what I think I heard?.

In other words, even if people try to hear you, even if you’re messaging is terrific, all listening is unconsciously biased by your listener’s brains regardless of what you say. And using normal conversation, or pitching/storytelling, you have no control. When you merely pitch

  • what you want them to hear
  • AND your listener has not heard what you intended them to hear
  • AND your listener is not in agreement or doesn’t know how what they think they heard relates to their situation,

there’s a good likelihood you’re unwittingly fostering resistance and resentment.

But when listeners have agreed they want new knowledge, when they know how to manage any disruption that would result from bringing in something new, their brain will connect with the correct neural pathways to listen through and accurately hear what you’ve got to say.

Your first job is to get them ready to hear you. I can’t say this enough: regardless of how much Others need to hear what you’ve got to say, no matter what problem it will resolve, no matter how urgently they need the information you have, they cannot, cannot hear you accurately unless they unconsciously match what you’re saying with their unconscious listening biases.

WHEN – SHOULD YOU SHARE INFORMATION?

Begin by getting on the same page as your listener. That means your normal pitch, your normal presentation materials or deck, may need to be amended to include factors on THEIR side of the table. Do research with current clients. Come at this from the standpoint of the listener, the buyer, the funder:

  1. recognize it’s your responsibility to help the listener hear you accurately; their brains won’t know what’s accurate.
  2. create the path to ensure listener buy-in before mentioning your idea.
  3. assume you will be resisted if what they hear doesn’t match their current beliefs and historic rules about the subject.

I continue to be shocked that I rarely meet a marketer OR a seller who knows exactly how their buyers buy: the types of internal change issues they must manage before they can do anything different; the possibilities they have of fixing their own problems; the relationship and power and buy-in issues going on amongst stakeholders that influence (in)action. Or folks seeking funding: what criteria will funders use to choose you over the competition? It won’t be based on your pitch – they’ve heard it before. Or influencers: what historic actions or cultural norms are fixed in the status quo that would need to shift for them to buy-in to change?

Until you know this, there’s no way for you to be certain the proper technique to use to pitch, and you’ll only be successful with the low hanging fruit. I wrote a book on this that will teach you all of the stuff going on behind the scenes: Dirty Little Secrets: why buyers can’t buy and sellers can’t sell. But make sure you do research. Or let me know and I can help you gather the right data and give you a report.

Once you understand the ‘lay of the land’ behind the scenes, your conversation must begin by engendering trust so they’ll begin to turn off their guarded ear and open up a bit. And the only way you’ll engender trust is to really care about them. They will have no need to care about you unless you do. Something like this:

For some reason, it’s an accepted norm that presenting details of an idea or solution will prompt action. It goes something like this: you want someone to buy or do something, or fund you; you want a team to organize in a certain way, or a teenager to change behaviors. In other words, you want someone to do something they’re currently not doing. You decide on a story, a pitch, a tactic, a presentation, that will influence them to change their current behaviors to do what you want them to do. So you

  • formulate the ‘right’ message, in the right way – according to their demographics or personal characteristics – that (you assume) represents their ‘needs’ and will motivate action;
  • develop the ‘right’ supplemental materials or stories;
  • pitch, present, tell a story, offer indisputable research and superlative references that prove your value.

You then assume your ‘relationship’ with the listener – your status, brand, assumed expertise, history – offers you authority to be granted what you ask for. And then you wait. And then…nothing.

In case you’re wondering why you’re not getting the results you deserve, it’s because it’s all based on you.

WHAT – PITCHES CAN’T BE HEARD

Just because you may be ‘right’, have the essential information and capability to fix a problem, your message won’t be heard unless the listener recognizes they want to change, that they cannot resolve their own problem using familiar resources, and they’re ready to seek an external fix. 

Indeed, until they know precisely when, why, what, and how to change their current thinking and behaviors, until they recognize that the ‘cost’ of adopting a solution from outside the status quo is lower than the cost of maintaining the problem, there’s a case to be made that your suggestions will be ignored or resisted.

Here’s the problem. Your pitches and stories:

  1. try to persuade others according to your needs and goals (As a listener, if don’t think I have a need, why should I listen?);
  2. are misunderstood and mistranslated as per unconscious listening biases (As a listener, if I misinterpret what you’re talking about, what is my takeaway? And how will I know what I think I hear isn’t what you’re saying?);
  3. provide an answer according to what you believe is needed (As a listener, I’m offended when you think you know more than me about what I need.);
  4. use biased verbal and graphic forms to represent the message you think will be effective (As a listener, I have no idea what you’re talking about. I don’t think that way.);
  5. reflect your need for them to take action NOW (As a listener, I haven’t figured out if I need to change anything. So why are you pushing me to take action?);
  6. probably don’t resolve the potentially broken internal rules and historic choices that created and maintain the problem (As a listener, I know I need to resolve this, but it’s always been this way and so many things are dependent upon it. What will break if I try to do something different?).

Notice it’s you and your biases determining:

  • the information you’re sharing – which may not be the best set of facts for that listener;
  • the particular words, graphics, presentation used – which may not be the best for the listener’s understanding;
  • the assumption that the problem needs to be fixed – and fixed the way YOU think it should be fixed;
  • that YOU are the one (an outsider with no true knowledge of the full data set of what’s going on internally) who has THE content to fix them – and aren’t recognizing any possible avenues for them to fix themselves;
  • the intended outcome YOU believe needs to be met – which may not be the same outcome or agenda the listener condones.

In other words, with no accurate idea of how your information is being received OR the actual underlying fact pattern that has both created and maintained the status quo, with no ability to understand the historic, systemic issues that keep the status quo functioning well-enough to not have considered change, you’re trying to tell folks to do what you want them to do using your own criteria for them to change.

You certainly have no control. You have no way of knowing the rules, relationships, background, of what you can only see parts of from outside the system. You have no idea how you’re being heard, or if your chosen languaging and presentation is what the Other will respond to. Indeed, you have no way of knowing that your message is ‘right’ for that person at that time.

I contend that by entering a conversation fraught with your own biases, goals, needs, and limited understanding, you’ll only succeed with those who already believe the way you do, are seeking change, and are looking for exactly what you’re presenting. And those who really might need your message will ignore it if it’s mistimed, runs counter to the current operating rules or agreements, or uses the wrong languaging.

This can be amended. You can prepare listeners to accurately hear and be motivated to act on what you want to share; you can language your information according to the best chances to be heard, at a time when the listener is ready, willing, and able to hear. But you need to add a new mindset.

WHY – CAN’T YOUR PITCH/STORY BE HEARD?

Right now it seems your listeners are ignoring you, or resisting; that they misinterpret or forget on purpose. But that’s not the case. They just cannot respond to what you are telling them. The way they hear you is a big part of the problem.

Simplistically, brains take in spoken words through your ears as chemical and electrical signals devoid of meaning. These signals

  • travel down neural pathways
  • seeking similar-enough signals
  • that match with the incoming signals
  • to an unknowable (greater or lesser) degree,
  • and may have a different meaning
  • that’s some degree ‘off’ the incoming message,
  • but matches historic decisions and beliefs
  • that have been built in to current choices, status quo, and accepted norms.

In other words, there’s a high probability your intended message will be misheard, misunderstood, or mistranslated as per the meaning attached to the neurons and synapses a listener’s brain automatically chooses to match with your words; you have no idea what others hear when you speak, your clarity, personality, and messaging aside.

Those with no interest at all, and regardless of your attempts to inspire attention, may notice only a fraction of what you offer and certainly won’t care if they’re getting it wrong. For those who are trying to listen, they don’t know what parts of your message they’re missing or misinterpreting. Their brains won’t tell them they’ve got it wrong.

In fact, people can’t know that they DON’T accurately hear what you’re saying. As per above, their brains don’t tell them which words or concepts were omitted or mistranslated during their normal brain/listening process. So if I say ABC, you might actually hear ABL and your brain won’t tell you it haphazardly discarded E, F, G, etc. during its signal matching process. I actually wrote a book on this called WHAT? Did you really say what I think I heard?.

In other words, even if people try to hear you, even if you’re messaging is terrific, all listening is unconsciously biased by your listener’s brains regardless of what you say. And using normal conversation, or pitching/storytelling, you have no control. When you merely pitch

  • what you want them to hear
  • AND your listener has not heard what you intended them to hear
  • AND your listener is not in agreement or
  • doesn’t know how what they think they heard relates to their situation,

there’s a good likelihood you’re unwittingly fostering resistance and resentment.

But when listeners have agreed they want new knowledge, when they know how to manage any disruption that would result from bringing in something new, their brain will connect with the correct neural pathways to listen through and accurately hear what you’ve got to say.

Your first job is to get them ready to hear you. I can’t say this enough: regardless of how much Others need to hear what you’ve got to say, no matter what problem it will resolve, no matter how urgently they need the information you have, they cannot, cannot hear you accurately unless they unconsciously match what you’re saying with their unconscious listening biases.

WHEN – SHOULD YOU SHARE INFORMATION?

Begin by getting on the same page as your listener. That means your normal pitch, your normal presentation materials or deck, may need to be amended to include factors on THEIR side of the table. Do research with current clients. Come at this from the standpoint of the listener, the buyer, the funder:

  1. recognize it’s your responsibility to help the listener hear you accurately; their brains won’t know what’s accurate.
  2. create the path to ensure listener buy-in before mentioning your idea.
  3. assume you will be resisted if what they hear doesn’t match their current beliefs and historic rules about the subject.

I continue to be shocked that I rarely meet a marketer OR a seller who knows exactly how their buyers buy: the types of internal change issues they must manage before they can do anything different; the possibilities they have of fixing their own problems; the relationship and power and buy-in issues going on amongst stakeholders that influence (in)action. Or folks seeking funding: what criteria will funders use to choose you over the competition? It won’t be based on your pitch – they’ve heard it before. Or influencers: what historic actions or cultural norms are fixed in the status quo that would need to shift for them to buy-in to change?

Until you know this, there’s no way for you to be certain the proper technique to use to pitch, and you’ll only be successful with the low hanging fruit. I wrote a book on this that will teach you all of the stuff going on behind the scenes: Dirty Little Secrets: why buyers can’t buy and sellers can’t sell. But make sure you do research. Or let me know and I can help you gather the right data and give you a report.

Once you understand the ‘lay of the land’ behind the scenes, your conversation must begin by engendering trust so they’ll begin to turn off their guarded ear and open up a bit. And the only way you’ll engender trust is to really care about them. They will have no need to care about you unless you do. Something like this:

I have something I’d like to share. But I’m not sure if you need to hear it. How are you currently thinking about X right now?

This lets the listener know they have their own valid viewpoint and you won’t foist your beliefs on them; pushing your data too soon encourages resistance and resentment. Continue with some of these:

I hear you currently believe X? Did I hear correctly?

If there is a time when you consider change, how would you plan on handling X?

I notice that you didn’t mention X. Do you have any thoughts on how you might incorporate any needed new choices? I have a solution/idea that would offer new thoughts on this subject should you want to consider new choices.

The hard part is to keep yourself from talking if their responses seem to naturally lead to them adopting your solution: until they have agreed to add something new or consider change, until they realize they might be missing a piece, you’ve got nothing to say.

How many times have you walked through booths at conferences and heard folks wasting their breath pitching pitching pitching, hoping hoping hoping their message will be heard by someone?!?! Well, there’s a good chance you’re doing the same thing. Stop wasting your breath; save it for those who want to hear it and then language it according to their listening patterns.

Wait until you’re certain your listener wants to learn/do something different before pitching. Even for you folks seeking funding: before you pitch, help them determine the criteria they’ll use to choose someone to fund and then match that criteria. For parents seeking to change a teen’s habits: what’s stopping them from implementing what they promised? For sellers: what do they need to do internally to get the buy-in for any proposed change? How will they determine if an outside fix is less costly than maintaining the status quo? What can they do to fix the problem themselves first?

Until people know if they’re ready/able to do anything different, that the ‘cost’ of change is manageable, they aren’t available to listen to what you have to say. When you begin with a pitch, you’re restricting your audience to those who have already decided to change – the low hanging fruit. Until people know how to listen without bias you can’t be heard accurately. Sorry.

HOW – SHOULD YOU PITCH?

Of course it’s necessary to share specific details when needed:

  • to take action (The space for the desk is 8 feet long.);
  • to recognize a fit between items (We will be serving fish, so bring white wine.);
  • to explain penalties (If you come home after midnight, you’ll be grounded.);
  • when someone seeks you out to answer their curiosity (How do you cook that?)
  • to know what to do when an action has been agreed upon (Our first action will be to…);
  • to know content details (I now recognize I cannot solve a problem myself, know how to manage the fallout from bringing in something new, and have the buy-in to learn, buy, think, add something new).

It’s necessary to language your pitch so you’re understood when information is needed. Once the listener has shared what they already believe to be true about the topic you’re discussing, use their words, their beliefs, and what they think is missing, to populate your pitch. Here’s an example. Let’s say you’re selling email organization software.

You: How are you currently organizing your email?
Prospect: I use my folders in my email software.
You: I assume that’s working fine for you or you would have added new capability before now.
Prospect: I know I should do it, but I can’t get my head around adding any new software than I already have. I’m overwhelmed.
You: I know. All of us are. I sell an email organizing product that’s simple to install and seamlessly works with most existing software. If you want, we can discuss it if your stakeholders would consider adding the organizing capability to what you’ve got now.

Notice when it was time to speak I focused my pitch to only the comments my listener mentions. If I used my entire pitch, I’d be breaking trust.

I’ve spent decades training sales folks, another decade as a life/business coach, and more recently as the developer of a unique change model that enables folks to generate congruent behavior change. I developed an entire generic change management model (Buying Facilitation®) that teaches sellers how to facilitate any buying decision, coaches to facilitate congruent change, and helps leaders and parents expedite requests and promises. And I also developed a new form of question (Facilitative Questions (above) that help others discover their own answers with no bias from the questioner other than a facilitated direction for brains to find answers.

I understand how difficult it is instigate change in others. Remember that when you’re pitching, or sharing a story to initiate another to take action, you’re asking them to change. Please consider the problem from a different angle. Help your listeners change by helping them change their brains. Stop thinking your brilliant content will be enough; serve them by helping them figure out how to use what you’ve got to say to become better.

_______________________________________

Sharon Drew Morgen is an original thinker, inventor of Buying Facilitation® and Facilitative Questions, trainer, coach, and consultant. She is the author of 9 books, including NYTimes Business bestseller Selling with Integrity. Sharon Drew can help you develop, perfect, and present your message for optimal success.

November 4th, 2019

Posted In: News

Writing a proposal is an accepted norm in many industries: as a vendor, you receive an RFP, or get a call from a client site to bid on a job; you either take direction from the RFP or gather data on specs from a customer; you then go forth writing a proposal to explain exactly how you’ll achieve their stated goals; and figure out a competitive price that’s as low as you can go – a fight to the bottom – and still make a few shekels.

Then you sit back and wait. And close far less than you deserve, sometimes losing to folks who you know wouldn’t have done as good a job as you would do.

How do customers choose a vendor? I suggest that 1. It’s not based on your proposal (except possibly if it’s a government RFP), 2. It’s not based on your price. I believe that the process of writing proposals is not only irrelevant, but has a cost: neither you nor the customer gets the results you deserve. Here are some truths:

  • People don’t buy on price, unless all else is equal and it’s their only determining factor. They will pay to get the exact results they want.
  • RFPs are usually sent to help the client figure out exactly how to reach their goals.
  • Too often, only a fraction of the folks using the end result are involved, either to write up the RFP or discuss the project, and you have no way to know.
  • Too often, the client doesn’t have the full set of criteria for excellence needed to choose the best vendor, and the RFP/bid process often overlooks the inclusion of use, collaboration, resistance, and disruption factors that often occur during/following the project.

WHAT’S MISSING FROM AN RFP

The problem with a proposal is it only addresses the completion portion of the underlying problem to be resolved. Sure, a finished solution is needed, and that solution will have a cost. But until the entire set of stakeholders is involved to not only collaboratively define the acceptable parameters of a result, and buy in to the resultant disruption and change, any outcome will be plagued by resistance and implementation issues. Unfortunately, these important considerations are too often left out of the RFP/bid process:

  • How involved were all (ALL) the stakeholders developing the RFP, or parameters of the project?
  • Have ALL those who will touch the solution bought-in to, and understand, the full fact pattern of the entire process involved?
  • How does the new solution disrupt the status quo and what can be done to alleviate problems upfront?
  • How will integration be managed?
  • How will the vendor be connected with the customer during the process to make sure all problems are managed immediately before they fester?

I contend that most vendors will come up with a decent proposed execution and cost, but fall short during the process of developing and implementing it because the upfront work was incomplete and different types of resistance ensue unnecessarily. This is where the RFP/proposal/bid process falls short, and it’s your competitive edge.

Think about it: if you’re going to do a house remodel, you assume whoever sends a proposal will be some level of competent. But which one will make your life difficult/easy during the build? Will any of them sit down with you and the recipients of the remodel BEFOREHAND to make sure everyone has a say and is committed to the process? To make sure you’ve managed your expectations for what’s involved and find new choices if necessary? If you knew that one contractor would begin by ensuring all stakeholders had a voice in the outcome and process, led you all through the potential disruption, and designed a communication channel to minimize fallout during the process, would you mind if this group charged 15% more than the others?

Years ago my partner was a famous landscape architect who did major land rebuilds as he put in ponds, mountains and waterfalls, Chinese tea houses, etc as his landscaping. He came home daily grumbling about his clients’ anger. Knowing how brilliant his work was, I decided to follow him around for a couple of days to find out why clients were so unhappy: while his designs were magical, the clients didn’t know upfront the amount of mud, noise, filth, access problems, etc. that would take over their lives for months. I helped him understand the problem and his process changed. Before he even submitted a proposal, he sat down with the potential clients and helped them come to terms with the levels of chaos that would be involved and submitted designs and timing plans that incorporated their needs. His business doubled, and the grumbles subsided.

If you seek a new training partner for a leadership program, for example, you might send out an RFP, and seek references (separate from the price) to help make your best choice. But imagine if, before responding, one of the vendors set up a meeting asking the full set of stakeholders (or their representative) be present and helped them determine their own criteria for success, what they’d need to understand about the process and delivery of a program and how it would meet their values, and how to include post-training maintenance to ensure a learning culture would be maintained.

Years ago, when I still wrote proposals, I was friendly with my closest competitor. When we received an RFP, we agreed on a similar price to submit (usually within a few hundred dollars from each other) to make sure we were chosen specifically on our merits, not on price. I personally met with the client to include all stakeholders and manage the change upfront, and got a greater share of the business, based on my merits.

The question is: how can you be the one to assure customers get their full set of needs met – especially when they’re not always cognizant of the ‘cost’ as they send out their project for bid?

OUTCOME VS PROCESS: HOW KPMG CHANGED THEIR PROPOSAL PROCESS

Years ago, my client at KPMG didn’t return my call for many days. When I finally got ahold of him he said he was suddenly busy: a large team of the consultants were working on responding to an RPF from a company that had never used them before, always using their biggest competitor Arthur Anderson (no longer in business). “What’s stopping them from using Arthur Anderson this time?” I asked? Dave said he’d find out and call me back.

Next day Dave called: They ARE using AA. They just needed a second bid.

We went into action. Since it now made no sense for KPMG to respond to the RFP (saving a team of 4 people almost a month of time), but they really wanted to be considered for future business, we sent a cover letter stating that we’d not be sending a proposal, but instead help them recognize what they needed to do internally to ensure buy-in from all stakeholders before, during, and after the final implementation; how to ensure minimal disruption; and the specifics of how to alleviate resistance or fallout by managing relationship, compliance, and change issues BEFORE they started the project.

We sent them a list of a form of question I invented called Facilitative Questions that lead Others to discover their own best answers, rather than conventional questions that are biased by the needs of the Asker (Example: What would we all need to know, and agree to, moving forward, to recognize a glitch or resistance early and avoid fallout?). My FQs facilitate the HOW for any situation of change and went far beyond the details – the WHAT – the RFP required including:

  • input from the stakeholders who will touch the final solution,
  • the arc of change during the course of the project, from status quo through to completion, and how it collides with the people and status quo,
  • the downsides of disruption for each group, set of stakeholders, change in routines,
  • the team collaboration needed in each phase of the implementation to ensure buy-in,
  • a list of elements necessary for folks to buy-in to the final solution.

We didn’t hear back for two months. Then KPMG got a call asking them to begin the job. “We hired AA as planned. But when they started, they didn’t address the topics of your questions, where we always seem to experience fallout and resistance. We never thought about those issues before we started a project and always suffered fallout from ignoring them. Your questions taught us how to think of the whole project as a coordinated structure not just an end result. Thanks. Can you do the job for us?”

From then on, my clients at KPMG used the same questioning structure whenever they received an RFP, and never sent out another proposal – and got more business. And btw the RFP was for multimillion dollar work that involved global stakeholders; the process is equally effective with small jobs.

WHAT DO CLIENTS/CUSTOMERS REALLY WANT?

People want a job done well for them, executed in a way that will cost them the least downsides, in a way that’s acceptable to those who will be part of the process. It’s not a money thing, not an output thing; it’s a system thing. And the way proposals are now approached, it becomes a money/output thing.

Let’s think it through: people would prefer to resolve all problems themselves, but in some cases they need outside help, and as per the size of the project, need outside help.

  • Do customers know what will happen while getting from here to there? The people/jobs that will be disrupted, the time it will take and how that will affect them, the working conditions that might change? Do they know, exactly, what any disruption will look like to them?
  • Do they know how their folks will be confronted with disruption, each step along the way, or how a new implementation will collide with the existing situation?
  • How can they be certain, up front, that the vendor they choose will work in a way to maintain their stability and minimize disruption?
  • How can they get the buy-in from everyone to agree to the necessary changes?
  • Does their stated outcome represent the full set of stakeholders, or only a small group of decision makers, leaving those who may face disruption in the dark until a problem surfaces?
  • Who chooses the vendor? A small set of leaders, or the entire stakeholder team? And what’s the fallout if just a small top heavy group that ignores the internal change issues? How can you resolve this?
  • Do vendors get chosen in terms of how they’ll manage disruption, implementation, or resistance?

The reality is, unless the full set of stakeholders is involved and has a say in the process and fallout, unless there is a known route through the change/disruption/implementation process, there will be a mess for the contractor as the voices that have been silent get raised in protest.

Most folks sending out an RFP or talking to a contractor don’t include the whole group, and do NOT understand the full set of givens necessary for a good job. They are trying to choose a vendor based on referrals, websites, reputation, without actually knowing what the hell is going to go down.

But imagine if you can lead them through to the entire set of circumstances, the gathering of the right stakeholders, the understanding of the downsides to the sort of result they seek, the route through to facilitating buy in so the fallout is minimal. Imagine if you do that – and none of the other vendors do. Is it not possible they won’t need to look at other vendors? That price won’t be an issue?

In reality, you don’t really know the full set of stakeholders when you receive an RFP or get called in to price a job; you have no idea how close the specs are to the needs of the full set of those who will touch the final solution and who may be unhappy when a new solution is thrust on them; you have no idea how the implementation will play out in terms of buy in and resistance; you have no idea what level of chaos is involved under the sheets, as it were. In the same vein, neither do your clients. Help them first determine the full set of their own needs and issues, and then writing up a few details and costs will be simple. You would have already paid for yourself, and saved a lot of time writing up proposals.

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Sharon Drew Morgen is an original thinker, thought leader, consultant, trainer, speaker and coach. She is the author of 9 books, including a NYTimes Business Bestseller, Selling with Integrity, and two Amazon bestsellers Dirty Little Secrets: why buyers can’t buy and sellers can’t sell, and What? Did you really say what I think I heard?Sharon Drew works across industries, using her generic Buying Facilitation® model to enable sellers, healthcare professionals, leaders, coaches, etc. to facilitate others through to their own best decisions. She lives on a houseboat in Portland OR.

September 30th, 2019

Posted In: Communication, News

Working with a partner in Amsterdam recently, I was one of a small team of communication experts offering a day of skills for executive leaders. Wanting to make sure my contribution would work interdependently with the other consultants, I asked my Dutch partner Thomas Blekman the topics my colleagues would be presenting. Voice and Storytelling, I was told. Did I need to contact either of them to discuss how to best fit my content in with theirs? Nope. “Just teach your great stuff.”

Hmm…. From the topic titles, it seemed the client company wanted the leaders to learn the best tools to facilitate audience buy-in. To add my knowledge appropriately, I developed an agenda that enabled these leaders to be heard without bias and encourage maximum information/idea adoption. Given my work on the unconscious biases involved in our brain’s physiologic listening processes (I wrote a book on closing the gap between what’s said and what’s heard – WHAT? Did you really say what I think I heard?), I know that people can accurately interpret only a percentage of what’s said. I wanted to help these leaders make sure their outreach efforts would be heard as per their intended outcomes.

Twenty minutes prior to my session, I met the man teaching Storytelling. Except it wasn’t Storytelling. He was teaching How to Pitch. He introduced himself as the winner of The Netherlands Pitching Competition.

PITCHING VS STORYTELLING

What? Not Storytelling? The blood drained from my face. Thomas noticed immediately: “You’ve got a bias against pitching. Admit it,” he whispered. I was so overwhelmed by the enormity of my misunderstanding, and the consequences to the participants, I merely agreed. But I had to very quickly try to figure out how to reconfigure what I’d developed to more accurately address the new situation.

Different from the listening skills I would now be teaching, I’ve spent 35 years training sales folks in my Buying Facilitation® method, and my pitching program teaches 1. very specific skill sets to facilitate an audience’s ability to make a new decision and be ready to act before a seller pitches anything, and 2. how to develop pitch materials that match the responses of the audience. In other words, not pushing content at them as per the speaker’s outcome, but helping them determine the type of content they’d need in order to consider making a purchase now, then giving them that exact content. Quite the opposite of conventional pitching.

For me Storytelling and Pitching are entirely different concepts. In Storytelling, the speaker shares a narrative that will hopefully facilitate audience buy inand connection, potentially shift thinking, and maybe consider new ideas. Pitching means there is a manipulation going on – with precisely chosen words and images – to get Others to act according to the speaker’s agenda. While both are potentially forms of influencing, Storytelling has an idea-shift outcome while Pitching is a persuasion tactic designed to cause an action desired by the presenter.

Had I understood the real program title was Pitching, I would have designed a very different program, including role plays to teach how to formulate the new type of question I developed (Facilitative Questions) that facilitates decision making, to use before they pitched; and then ways to develop presentation materials for their pitch that matched the audience responses rather than traditional pitch decks that focus on the seller’s information choices.

While I was able to add some new material to my original design, my presentation left the audience confused as to where my stuff fit. Not to mention that without discussing his content to see how I could collaborate, I was flying blind against The Best Pitcher in The Netherlands. Obviously, an upfront discussion weeks prior to the program would have given me the data I needed to design the best skill sets to complement his.

While there was no blame involved here (I don’t think Thomas intended to mislead – he most likely just translated wrong.), there was a cost to my misunderstanding. The participants didn’t get what they deserved because I had misunderstood my mission. The fact that it wasn’t my fault is irrelevant.

HOW WE GET IT WRONG

Often in our communications we make assumptions, mistranslate another’s words or meaning, or misunderstand the nature of a message, and unwittingly end up causing harm.

While sometimes – maybe 15% of the time – the problem isn’t your fault because you can make faulty assumptions from the facts you’re given; or you have such an entirely different world view that you cannot fully comprehend the full fact pattern. Most of the time you unconsciously bias what you hear, causing a gap between what’s said and what’s heard. It’s your brain’s fault.

  1. What you hear enters your ears as chemical/electrical signals that trigger your unconscious biases- historic, systemic, physiological – leading to flawed assumptions. You don’t even recognize that what you think you heard is inaccurate: your brain doesn’t tell you how it has ever-so-kindly (re)translated the incoming message, leaving you to believe the speaker actually said what you thought you heard even when it was never said. When you think someone’s not hearing you, that’s not true: they are hearing you, but their brain is sending your message down an incorrect synapse and discards what doesn’t fit – and then neglects to tell us what it omitted. Oops.
  2. Sometimes we translate what’s been said into an entirely different world view than intended. Recently I asked a friend – a techie – to read over a draft article to tell me if he could understand the way I explained something, or if it was confusing. After an hour (should have taken 10 minutes max) and a missed meeting, as I waited for his response (the article was time sensitive) I called him. He said he was still editing my article. What? Did he hear me ask him to be my editor? “Well I heard you say to just read it, but that’s what people say when they really want me to fix it for them.” Why didn’t he first check with me if that’s what I meant? “Why? I knew that’s what you really wanted.” His faulty assumption cost me a meeting.

So net net, it’s quite difficult to know for certain if what you think you hear is accurate without checking; when you believe your understanding is accurate, it’s pretty hard to get curious about the possibility of a misunderstanding. [Of course it’s only when an influencer can consciously recognize fact from personal, unconscious bias that it’s possible to truly understand what’s been said. For those wishing to learn how to do this, I have a chapter on this (Chapter 6) in WHAT?.

But whether it’s because a situation has occurred outside of your choice, or because your own unconscious bias caused you to misunderstand, the results are the same: when your actions are based on a fundamental misunderstanding that results in you causing harm, you must fix it. Otherwise you lose trust.

TAKING RESPONSIBILITY

To fix a misunderstanding, you must take responsibility for it, regardless of whether or not you believe you’re at fault. Many years ago, when leaders still made unilateral decisions, I was working with the inside sales reps at Bethlehem Steel. Over the months, it became very clear that the entire group was deeply angry. Earlier that year they had been ordered to move: leave their homes and lifestyles, and move to either Burns Harbor, MI or Sparrows Point, MD. They were given two months to sell their houses, pack, buy new houses, move their families, find new schools and new jobs for spouses, in the middle of a school year. Two months! Obviously, families split up to remain behind with kids in school, houses weren’t sold in two months, or packed, or purchased. The reps were living in rentals, flying to their families on weekends. Or the spouses moved and left teenagers to finish out the school year with neighbors, etc. A mess.

The reps lived in daily resentment, unconsciously (or consciously) dragging their heels getting things done, forgetting to do stuff. Sales numbers plummeted. They took a lot of sick time, took days off to visit their families back in their old houses, got weird illnesses like emotional blindness (Who knew that was a thing!), etc.

Because my client Dan was the instigator, I decided to do something about it. One day, Dan came out of his office to meet his mystery lunch guest. It was me. I had arranged everything with Dan’s secretary, and flew in on my own dime.

Dan: Hey, SD. You’re not supposed to be here today, are you? Are you my lunch date?

SD: No. And yes. And you’re paying.

During our lunch I explained how angry everyone was, and how he had disrupted their families and lives. Dan didn’t get it. “I gave them each $5,000 compensation to move!” Obviously he needed a bit of a push. I told him I’d set up a meeting at 2:00 that afternoon with him and the rep’s leadership team, and handed him a speech to say to them.

Dan: This is an apology!!! I’m not saying this!

SD: Yes you are.

Dan took the paper, and began pacing around the restaurant, reading. He paced for 20 minutes. Then said he was ready to go. We didn’t talk in the car. In the meeting, I sat in the back. At the table, he stood up, looked over at me, cleared his throat, and said to everyone:

It seems I overstepped my bounds and didn’t consider your needs when I forced you to move on such short notice, find other houses to move into, pack, move in the middle of the school year, and didn’t respect your family obligations.

That was all he had to say. The entire group got up and cheered. Some of the men starting crying. They all went around him to hug him. “We just needed to hear you apologize. We felt overlooked and disrespected. You didn’t seem to care about us or our families. We just needed you to take some responsibility for your mistake.”

Dan had totally misunderstood the system involved in families moving house across country and how children needed to find schools, parents needed to find playgroups, the time it takes houses to sell. The misunderstanding harmed his team. They needed an apology. They needed to be respected.

Net net. I don’t care if you believe you misunderstood anything or you believe you’re ‘right’. If there is a problem under your watch, you’re responsible.

THE HOW

Here’s what you’ll notice if there might have been a misunderstanding:

  • Something is amiss. You may not know exactly what it is, but it will feel like something is a bit off center. People will try work with the givens, but they’re not particularly happy, and not particularly at their best; they might be late for work, forgetting to do promised stuff, ignoring deadlines, etc.
  • You’ll hear people grumbling and their issues don’t seem to make sense.
  • Suggestions for change will be made in areas you believe to be stable.
  • People won’t look you in the eye, or they’ll make themselves unavailable.
  • People will not necessarily complain, but they won’t necessarily be compliant either.

Net net, there will be something wrong and you won’t know what it is. Gather the group, or the leaders, and ask if there is something you did that caused confusion or annoyance that you need to clean up. Is something wrong that you need to make right?

  1. Make sure you don’t have any attachment to being right; your goal is to make sure whatever problem has occurred will be resolved. You’ve got a ‘people’ criteria here, not a ‘right’ criteria.
  2. Listen with an unbiased ear. It’s helpful for you to walk around while you’re listening – it puts you into Observer, and will supersede your unconscious biases.
  3. Let the outcome, the fix, come from the people that are experiencing the hurt.
  4. Make sure you repeat what they say to make sure you hear them accurately and you work from their suggestions.
  5. Get agreement from everyone for the fixes, and make sure everyone is on board.
  6. Ask if there is anyone still left hurt or angry – and ask them what they’ll need from you to feel the problem resolved going forward.

Your responsibility is to have a well-functioning, thriving group, an outcome in which everyone is creative and collaborative, a conclusion that everyone can buy into and become better for. Blame, fault, mistake, are not operative. It’s just your job.

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Sharon Drew Morgen is an original thinker, sales visionary and inventor of Buying Facilitation®, and author of 9 books including the NYT Business Bestseller Selling with IntegrityDirty Little Secrets: why buyers can’t buy and sellers can’t sell, and What? Did you really say what I think I heard?Sharon Drew works with companies to facilitate congruent change and collaboration, with healthcare providers to facilitate patient buy-in, with folks seeking permanent change by facilitating them through their unconscious to design a conscious route to permanent change (The HOW of Change). She is a consultant, coach, trainer, speaker, change maker and award winning blogger (www.sharondrewmorgen.com). She lives in Portland, OR on a houseboat. Reach Sharon Drew at sharondrew@sharondrewmorgen.com

September 23rd, 2019

Posted In: News

buyers 3A participant at one of my onsite Buying Facilitation® trainings took me to his desk where he scrolled through pages of names of one-contact prospects who’d ignored his follow up attempts. “What do I do with all of these names? They’re buyers. How can I get them to take my call?”

I scrolled through the hundreds of names, noticed the many dates of attempted follow up after each name, and told him to give me his finger. “My finger?” “Yes”, I said. “Use it to press the delete key. You’re wasting your time.”

NEED DOES NOT EQUAL SALE

Doing what sales professionals are supposed to do, this salesman sought out potential prospects with a ‘need’ his solution could resolve, assuming need = prospect. With pages of names and untold wasted hours calling, calling, calling them back (time he could have used to find real buyers), valiantly seeking a sale among those he assumed most likely, there was something he wasn’t understanding: just because it seemed to him there was a fit, didn’t mean these people were buyers.

Walk this back with me: Sales professionals have been taught that a prospect is someone with a ‘need’ that matches the benefits of their solution – someone who SHOULD buy, or likely to be a candidate to buy – and with the ‘right’ course of action, they can convert this prospect to a buyer. But after years of coming up with ‘new’ sales methods, closing techniques, e-tools, etc. etc. that employ the ‘right’ approach to target prospects, introduce the content in the ‘best’ way with the most efficient messaging, and finding hundreds, thousands, with a supposed need who don’t buy, we know ‘need’ does not equal Sale.

The mystery to me is why we keep doing it and telling ourselves that, even with a 5% close rate, what we’re doing is working. Has it never occurred that just maybe we’re doing something wrong? The truth is, selling doesn’t cause buying. Yet we keep doing the same thing and accept as normal the low close rates and silence from those we deem buyers. Nothing in this process works efficiently. We

  • obviously can’t recognize a real buyer;
  • don’t know if we’re reading the situation accurately and maybe this person isn’t, and will never be, a buyer;
  • assume that we position our pitch/presentation/marketing using the ‘right’ approach;
  • have little indication if our skills cause a sale to close – or even who might be the most effective recipients to target;
  • sit and wait and hope for call backs, continually moving the dates on our pipeline forward;
  • don’t know who will finally show up and buy.

Sellers can’t even identify prospects who will buy from their pipeline. After asking hundreds of sellers who among their current prospects will definitely buy, no one, in my entire 35 years of sales training and consulting, ever has more than a guess. But that’s because it’s not possible to know who will be a buyer on the first call using the current sales focus of seeking people with ‘need’.

And herein lies the problem: by entering prospecting calls with goals, expectations, and listening patterns that assume we can recognize a real buyer, or when we find someone with a ‘need’ we’ve got a prospect, or by sending out content marketing cleverly introducing features and functions, we not only chase those who may never buy (the majority), but overlook an entirely different set of criteria for finding those who CAN buy: people who are willing and able to change. That’s right: the criteria for finding someone who will/can buy is wholly dependent on whether they are willing and able to change. For those of you who find this concept unusual, I’ll lead you through this.

CHANGE IS THE CRITERIA, NOT NEED

Did you buy a gym membership (or get coaching, or lose weight, or…) when you first recognized a ‘need’ or when you were (finally) ready to make a change? How long did you have the ‘need’ before you actually did something about it? When you finally took action, it had nothing to do with the gym membership or the coach; you were ready and willing to change, to take action now (yes, now), find the time, develop new habits, make it a priority over something else you were doing with that time, have the funds, etc. ‘Need’ may inspire a consideration to do something different, but does not constitute the action to do it.

When we enter a conversation believing that someone with a ‘need’ is a buyer, we ignore

  • how our biased questions (based on discovering ‘need’) cause responses that may seem to imply a need, or
  • how our biased listening assures we can confirm we found someone who SHOULD buy, very often missing the full range of meaning, overlooking those who CAN/WILL buy but aren’t quite ready yet, or
  • the vast difference between ‘need’ and ability/willingness to undertake the change process inherent in a purchase.

Think about it: why would anyone spend time listening to a stranger (yes, you’re a stranger) or reading content, unless they want something? Here’s the rule: if someone is in the early stages of scoping stuff out and hasn’t yet realized they might need to buy something, or haven’t yet adjusted for how making a purchase would affect their status quo, they have no reason to spend time with you, regardless need, or the efficacy of your solution. Therefore, with our solution placement outreach methods we merely attract:

  1. people doing research for solutions to create themselves or give to their current vendors;
  2. folks examining differences between features of your solution vs how they’re handling the problem internally;
  3. people with the same buying patterns as your selling patterns (those willing to read an article, or speak to a stranger, or go to an intro meeting, for example);
  4. those with a real need who will be buyers once they have all their ducks in a row.

Even if we’re connecting in response to a request for more information or a referral, we’re entering as a solution seeking a problem without considering the range of activities (the internal change management elements) necessary before someone can buy. We forget that between recognizing a problem and taking actions to resolve it (adopt something new), essential steps must occur (I wrote a book on this. Take a look: www.dirtylittlesecretsbook.com) to

  • determine that, indeed a change is necessary (or retain the status quo if change isn’t feasible);
  • to get agreement that the problem can’t be resolved with familiar solutions and needs an external fix;
  • to know how to manage the disruption that will ensue (any additions or subtractions to the status quo causes disruption);
  • to facilitate the buy in of everyone involved.

In other words, sales shares data prematurely, before people even know what to listen for; listens for ‘buying signals’ that don’t exist; overlooks those who WILL become buyers but don’t yet understand they need us. Our prospects are restricted to the low hanging fruit who already know they need us, ensuring we play a numbers game as everyone fights to close the same pool of ready buyers. If they were fully cognizant of what they needed AND had the internal buy-in to make a purchase AND knew how much discombobulation they’d face, they would have gone online and contacted us already. To find real buyers on the first call, we need a different listening bias and goal to recognize those who are willing to change.

THE SALES MODEL RESTRICTS DISCOVERY

I’ve been told the ‘million dollar question’ is knowing who is a buyer on the first call. And yet, it’s simple. Here are two examples of me making a cold call to a Sales Director. I entered both conversations with the same Facilitative Question (FQ – a new form of question I developed that facilitates discovery without biasing choice or attempting to gather data): How are you currently adding new sales skills to the ones your folks now use for those times you seek to augment specific outcomes? Just from the responses to my opening question, it’s easy to recognize which person is a buyer.

Responder A: Every year I read 6 sales books. I then buy copies of my favorite one for each sales person, and ask them to meet once a month to discuss how to incorporate the ideas into their selling.

Responder B:  Good question. I’ve certainly tried, but I haven’t been successful. I keep training my folks with the newest sales methods, and it hasn’t seemed to make a difference. Not sure if I’m using the right training methods, or I just need to fire all of my sales folks and start all over. Or maybe something we’re doing internally that’s causing the results. I sure wish I knew the answer.

Which one is the prospect? B, of course. Do they both have a need? Probably. But it’s clear who’d be willing to change. Notice I entered the conversation to help the prospect start thinking about change, not to try to find a match between my solution and a need, or find someone (um, the ‘decision maker?’) who would listen to a pitch (why do we assume that our glorious pitch and content will rule the day, after thousands of people ignore us?). Different from conventional sales approaches that enter to discover a ‘need’ or attempt to ‘gather information’, my opening FQ used vocabulary that restricted the conversation to where change would occur, while providing me information on their willingness to change.

And it’s quite important to understand that by entering the conversation with an entirely different focus, the rest of the conversation and the resultant human connection, the ability to find a real buyer and make a sale, is quite different from a seller entering to sell their solution.

The problem has never been our solution or their need. The part we’ve left out of sales is change. Every purchase, every add-on involves shifting the status quo in some way – assuredly causing some form of disruption; unless a prospect knows how change with minimal disruption they can’t buy anything regardless of their need or my solution. I ask you: Do you want to sell? Or have someone buy? They are two distinctly different activities. And we’re only focused on the selling – all the while ignoring real buying opportunities that require some change facilitation rather than solution placement bias.

RECOGNIZING AND FACILITATING CHANGE BEFORE SELLING

Do you know what an exchange sounds like with a real buyer? Training Buying Facilitation® to small business bankers at Wachovia, we opened with a Facilitative Question that produced great results:“How are you currently adding new banking resources for those times you need additional support?” This question

  1. focused on having clients consider their status quo.
  2. assumed they had some sort of banking relationship (which all small businesses have).
  3. offered add on support (so much less disruption to ‘add’ rather than ‘change’).
  4. got them to begin thinking if change were a viable activity.

Of course the discussion involved further facilitation, but this FQ opened the dialogue and, importantly, positioned the seller as a facilitator enabling Excellence rather than a sales person pushing solutions. Using this process, the results were profound: the control group, asking for appointments to present their new small business banking services, got 10 appointments out of 100, closing 2 in 11 months. Using Buying Facilitation® and starting with the above Facilitative Question (and no pitch!), my group got 39 appointments; they closed half in the first 2 months, then half of the remainder in the next month. So in 3 months, they closed approximately 30 prospects. Same list, same product. But by starting from a change consideration, we found – and then efficiently facilitated – real buyers. The other group merely uncovered those who recognized a willingness to seek a new banker but still weren’t in a position to change (i.e. notice the difference in closing times). The most interesting thing was how little time it took to close those willing to change once the seller facilitated the prospect through their change and buy-in determinants.

A buying decision is a change management problem before it’s a solution choice issue. Making a purchase or choosing a vendor is the last thing – the last thing – a prospect will do. If we eschew a ‘selling’ focus as an entry, and instead focus on change, we can find those willing and able to consider change and facilitate them through their steps of change – enlist buy-in; design a way to maintain what’s working while adding new solutions to ensure continuity; manage people issues and internal politics – changing with minimal disruption. But it demands an entirely different skill set and entry point.

My Buying Facilitation® model has coded every step buyers must go through to discover how, when, and if, to make a change and leads them through the non-buying, systems-focused steps necessary without the bias of sales; different from sales, and used as the first step before a solution is actually introduced (although the questions are posed around the area my solution can resolve) it operates as a change facilitation approach that consists of different skills from sales – Facilitative Questions, Listening for Systems, and Presumptive Summaries to facilitate discovery and manage change.

Buying Facilitation® can be employed in a fraction of the time it takes to pitch to a stranger; it reduces the failed follow up attempts to ensure we’re only following up with those who WILL buy, and teach them how they CAN buy. And then, employ our brilliant sales approach to the right buyers. It’s win win. What would you need to know about the learning process to understand how Buying Facilitation® would enable you to close more, waste less time, and serve more clients efficiently? Call me. I’ll teach you how to do it.

____________

Sharon Drew Morgen is the inventor of Buying Facilitation®, the generic Change Facilitation model that offers influencer the tools to enable Others to make congruent changes to find their own excellence, without fallout. She has trained this in sales, coaching, leadership, and management to Fortune 500 companies globally since 1985. Sharon Drew is the author of 9 books, including NYTimes Business Bestseller Selling with Integrity, and Amazon bestseller’s Dirty Little Secrets: why buyers can’t buy and sellers can’t sell, and What? Did you really say what I think I heard? which explores the gap in understanding between what’s said and what’s heard. Sharon Drew lives on a houseboat in Portland OR.

May 13th, 2019

Posted In: News, Sales

coding-3I wasn’t diagnosed with Nonverbal Learning Disorder – NLD, similar to Asperger’s – until I was 61. For most of my life it’s felt like I live in a quarantined room with glass walls, watching people live seemingly normal lives on the other side, but unable to touch them. But my world, although far less social, is rich; every day I awake filled with curiosity and visions of possibility, with ideas to write about and share so others can use; every day my heart aches with the need to use my abilities to make a difference and help everyone have the tools to be all they can be.

Since I was a kid I’ve had to navigate social situations that render me confused and obnoxious: expected social norms are often incomprehensible to me (I’ll never understand why strangers ask “How are you?” when it’s such a personal question.). My listening skills, apparently, aren’t conventional either: I hear, and respond to, the meaning behind words rather than those spoken. [Note: Like many Aspies, I hear whole circles/systems when spoken to, and often respond to the metamessage intended instead of the words spoken. It gets to the heart of any communication quickly. Clients love it, friends tolerate it, strangers mock it or call me ‘rude’.]. The world’s just different for me.

As a kid my grades suffered until someone figured out I should be given essays instead of multiple choice tests (Then I got A’s). I couldn’t make friends (no sleepovers, or parties, either in high school or college!) even though I was a cheerleader, the school pianist, and editor of the school paper. And everyone, including my confounded parents, tried to make me ‘normal’ when I did something ‘odd’ or ‘bad’. [In those days there was no diagnosis]. Why couldn’t they see/hear/feel me and appreciate my ideas and heart? Why didn’t anyone just accept and encourage me? I knew I was smart and kind. It confused me that others couldn’t see me because I was different.

I prayed to be normal, to understand what responding ‘appropriately’ meant. I longed to join the world, to fit in when I wanted to, but didn’t want to lose my authenticity or ideas. I was determined to figure out how Others made choices, how I made mine, and note the differences. I remember telling myself that since I was in trouble all the time anyway I might as well be in trouble for doing what I thought was right, so long as I knew the difference. This formed the foundation of my life’s work: figuring out how people could make new, congruent choices. In retrospect, I cannot imagine what made me think I could accomplish this. But I did. I just did it my way.

HOW DO WE CHOOSE WHAT WE CHOOSE?

Starting at age 11 I stole away to a large, flat rock in a nearby reservoir to think. From 1957 – 1963 I filled notebooks with ideas, drawings and doodles, and fantasized possibilities: how do people choose? What exactly, is choice, and how do people know when to choose to do something different? Do one thing over another? These questions have filled my entire life. [No Google, no computers, no neuroscience or behavioral science or Daniel Kahneman. Just me, a rock, some paper and pen, and intense curiosity.] It became my ‘topic’: What caused people to think, and act, differently from each other, sometimes with the same set of ‘givens’? Could people be taught when, if, or how to make different choices? Could I change? Could anyone?

I also wrote down conversations – with my parents, and those I overheard – noting similarities and differences in words, responses, and intent; I noted when Others’ behaviors and dialogues were confusing, and when I got in trouble for not making the right choices. I wrote down my own internal dialogue when I was apparently out of step, and noted the social situation when I noticed others said something different than they meant.

It was obvious that people reacted differently to the same stimulus. Seemed everyone’s subjective experience (I call it a system of unique rules, norms, beliefs, experience, history etc.) creates the unconscious biases that cause their habitual choices.

1. Everyone’s choices come from their unique, historic, subjective internal realities (their ‘system’) and are largely unconscious.

I collected data in my jobs: From 1975 – 1979 I ran pre-discharge groups and family therapy in an in-patient state psychiatric center giving me an invaluable opportunity to learn about group communication, hidden agendas and veiled meanings, and the vulnerability of maintaining the status quo. 1979-1983 I was a stockbroker on Wall Street. From 1983-1989 I founded a tech company in London, Hamburg, and Stuttgart and had the opportunity to negotiate and have clients/staff from different countries and cultures. I’ve run Buying Facilitation® training programs in 5 of the 7 continents. I founded a Not-For-Profit around Europe that helped kids with my son’s disease get the resources to lead functional lives. Then, and to this day, I have mapped communication, choice, and belief-based decision making.

HOW WE MAINTAIN OUR STATUS QUO

One of my persistent bewilderments was why people behaved in destructive ways even when they had relevant data suggesting they try something else. As I got better at mapping the elements behind my own decision making process and matching it to what I noticed in Others, I realized the complexity of the problem: there’s a broader set of considerations involved than just ‘fixing’ it, or weighting choices. Seems there are iterative, sequential steps that must occur internally before any system is ready for change (Read Dirty Little Secrets for a complete discussion.) including:

2. A. assembling the full, unique data set that comprises the status quo. Includes rules, values, goals, relationships/people, history, events, etc.;
    B. a recognition of anything and everything missing in the status quo that might lead to a problem or a lack [omitting anything causes incomplete, possibly inaccurate data; attempting to push anything in prematurely causes resistance to avoid system destabilization.].

Given the subjectivity and sophistication involved in this process, any change we each to through obviously must be initiated, defined, and accepted from within our indvidual systems; change being pushed from outside gets resisted because it potentially offends the system. Our human systems are sacrosanct.

3. Change must come from within the elements of the system that created the problem to ensure the status quo is maintained.
4.  Any potential change must be agreed upon (i.e. buy-in) by the system of rules, experiences, history, people, values (etc.), that hold the initiating problem in place.

Here is the question that has ruled my thinking for decades: How could I, or anyone (given we’re each operating from unconscious subjective biases), facilitate change in Others if their change factors are unconscious and fight to maintain the status quo?

PUSHING CHANGE VS FACILITATING CHANGE

In the mid-1980s I discovered NeuroLinguistic Programming (NLP – the study of the structure of subjective experience) and studied for three years (Practitioner, Master Practitioner, and a unique Beyond/Integration year) because I found their unwrapping of human systems cogent and important. While it’s not scientifically accepted,  NLP is quite important as a way to unpack how/why we do what we do and is the most important communication tool of the twentieth century. I loved the depth of the discovery process through their codified systems of human criteria. Unfortunately, like other influencer models (sales, leadership, coaching, healthcare etc.) the NLP practitioner is trained to use this knowledge to push change from outside, when it’s far more consistent, relevant, accurate and integrous to enable Others to traverse, repair, and integrate the route of their own change; NLP practitioners, like doctors and sales folks, attempt to cause change (obviously using their own personal biases), rather than trusting that people must elicit their own change to remain congruent.

5. Until the system determines how to garner buy-in and consensus in a way that’s congruent with its own rules, and make room for something new in a way the system won’t face disorder, change will be resisted rather than threaten the status quo.

In the late 1980s I discovered the books of Roger Schank who said questions could uncover unconscious criteria. Really? Conventional questions were biased, restricting responses to the bias of the Asker. Since change is an inside job, how could questions enable choice?

I played with this problem for a year and eventually developed a new form of question (Facilitative Question) that uses specific words, in a specific order, in sequenced steps, as an unbiased directional device (much like a GPS, with no bias), giving Outsiders (influencers) the ability to efficiently and congruently help Others traverse the route to change, and make quick decisions and shifts in ways that their system deems tolerable. In other words, a form of question that can be used by doctors, sellers, coaches, leaders – anyone who seeks to enable change in others. An example:  ‘How will you know if it’s time to reconsider your hairstyle?’ instead of ‘Why do you wear your hair like that?’ – leading Others  directly to the route down their own unconscious change criteria, rather than manipulating the change sought by the Questioner. After all, an Outsider can never fully understand the makeup of someone else’s unique, unconscious system. Why not lead them through to their own change steps?

6. As neutral navigation devices, Facilitative Questions direct the Other’s unconscious down the sequence of change without bias, enabling consensus from the system, congruent to their own norms. In others words, influencers can help people make permanent, congruent change, so long as they eschew leading from their own biases.

Used in sales, coaching, negotiating, leadership, healthcare, decision making, and management, these questions help the Other get straight to the heart of their own decisions, enabling influencers to quickly determine how – or if – to proceed with integrity, collaboration, and authenticity. {In sales, Facilitative Questions quickly eliminate those who would never buy, discover and teach those with a need (initially recoznized or not) AND an ability to buy, and close sales in half the time. Buyers need to take these steps (Pre-Sales) prior to any buying decision anyway, and usually make them behind-the-scenes while sellers wait.}

In the 80s and 90s, I found the books of Benjamin Libet and Maurice Merleau-Ponty who confirmed my early theories that behavior comes from subjective experience. I’ve met with, and read close to a thousand books and papers from, communication experts, behavioral scientists, neuroscientists. I even interviewed for a PhD in Behavioral Sciences, but was told my work was 20 years ahead of the current research at the time so I couldn’t use my own work as my PhD thesis. I did begin an experiment at Columbia with a behavioral scientist on the criteria people used to make decisions with (behavioral vs belief), but our funding got cut as we were set to begin. And in all of my sales/Buying Facilitation®  training programs, we have a pilot group compared with a control group.

THE BIRTH OF BUYING FACILITATION®: WHAT DOES ALL THIS MEAN?

Putting all of my learning and ideas together, it presents a very different picture than the one we currently use to influence, lead, or serve others. Here’s a recap.

1. Everyone makes decisions based on their own unique, unconscious subjective biases. External data will be resisted, accepted, misunderstood accordingly, regardless of the need or efficacy of the information.
2. Everyone, and every team, exists within a system of idiosyncratic rules that create and maintain the status quo, and will resist change (buying anything, shifting behaviors) until the system has bought-in to shifting congruently.
3. Conventional questions are biased by the Questioner, and lead to restricted data collection and responses. Facilitative Questions lead the system through it’s own path to assembly, and change management so it can make its own best decisions and discover its own type of Excellence. 
4. People can only hear/listen according to the parameters of their internal biases, and will misunderstand, mishear, forget, filter any data that is not aligned. I wrote a book on this: What? Did you really say what I think I heard?
5. Change can only happen from the inside, regardless of the external ‘reality’ or need.
6. Information cannot teach anyone how to make a new decision; all change/choice comes from shifts within the existent, systemic beliefs. Information is only useful once all elements of change are in place; otherwise it gets misheard, misinterpreted, or ignored.
7. Until a system knows how, if, when, where to change congruently, no change will occur regardless of any external reality.
8. It’s possible to facilitate Others through congruent change, be part of their decision making process, potentially expand their choices, and work with those who are ready, willing, and able. This enables influencers to truly serve rather than depend on ‘intuition’ or their own biases.

I know we spend billions creating pitches, rational arguments, data gathering, questionnaires, training, Behavior Modification, etc. But this only captures the low hanging fruit – those who have gotten to the place where new ideas, solutions, training’s fit. People who

  • think differently,
  • have rules, expectations or beliefs that run counter to the offered information (but can be recalculated), or
  • have not yet reached the realization that they need what you’ve got on offer (but do need it)

will either mishear, misunderstand, or resist when presented with any outside push or data. That means we’re offering our solutions before the system is set up for change, finding only the low hanging fruit who have already determined their route to change. Conventional models that push/offer/pull information – rational or otherwise – cannot do better than be there when the fruit’s ready to fall. But by adding some skills that first facilitates change readiness, it’s possible to become part of the decision process and a place on the Buying Decison Team.

My core thinking remains outside of conventional thinking because it’s not academic (although it’s more accepted these days). But after 60 years of study and mistakes, 35 years of training clients and running control groups, I’ve accomplished my childhood goal. My generic facilitation model (Buying Facilitation®) has been taught globally since 1985; it does just what I always wanted to do: offer scalable skills to anyone seeking to truly serve others by facilitating their own brand of excellence. In other words, I can teach influencers to help Others know how, when, if to make new choices for themselves. It’s an unconventional model, and certainly not academic. But it’s been proven with over 100,000 people globally.

These days, I continue to learn, read, study, and theorize. Should anyone in healthcare, sales, leadership, OD, or coaching be interested in learning more, or collaborating, or or or, I’m here.

____________

Sharon Drew Morgen has been coding and teaching change and choice in sales, coaching, healthcare, and leadership for over 30 years. She is the developer of Buying Facilitation®, a generic decision facilitation model used in sales, and is the author of the NYTimes Business Bestseller Selling with Integrity and Dirty Little Secrets: why buyers can’t buy and sellers can’t sell. Sharon Drew’s book What? Did you really say what I think I heard? has been called a ‘game changer’ in the communication field, and is the first book that explains, and solves, the gap between what’s said and what’s heard. Her assessments and learning tools that accompany the book have been used by individuals and teams to learn to enter conversations able to hear without filters.

Sharon Drew is the author of one of the top 10 global sales blogs with 1700+ articles on facilitating buying decisions through enabling buyers to manage their status quo effectively. To learn Buying Facilitation® contact sharondrew@sharondrewmorgen.com 512-771-1117 and visit www.newsalesparadigm.com

 

April 29th, 2019

Posted In: Change Management, Listening, News

When researching my book on closing the gap between what’s said and what’s heard, I was surprised to learn how little of what we hear someone say is unbiased, or even accurate. Seems we hear what we want to hear, and not necessarily what’s been meant; too often we don’t know the difference. There are several elements that conspire against accuracy. And sadly, it’s largely out of our control.

THE PROBLEM WITH LANGUAGE

Let me begin with my definitions of ‘language’ and ‘communication’:

In dialogue, language is a translation process between a Speaker’s thoughts – translated and verbalized into a delivery system of ideas, words, voice (tone, tempo, pitch), and the unspoken goal/bias of the outcome sought – and the Listener’s filtering system.

A completed communication is a circle – Speaker -> Listener -> Speaker: the Speaker translates an internal thought/idea through language to their Communication Partner (CP) who listens through their own unique and subjective filters, and responds to what they have interpreted. Until or unless the Speaker’s message has been received accurately, the communication is not complete.

Language itself is one of the problems we face when attempting to accurately understand what a Speaker means:

  • We speak in one unbroken stream of words (Spaces appear only between written words.) that can be differentiated only by those familiar with the language and vocabulary (Have you ever asked a question from a language book in a foreign country and get a response in a continuous stream of sounds that can’t be isolated to allow you to look up words to translate?) Since everyone speaks in word streams, our ears have become subjectively habituated to listen for patterns within them; our brains continue down those pathways even if the Speaker’s intent isn’t matched.
  • Words have uniquely nuanced meanings for each of us. The words a Speaker chooses that impart understanding may not be the best word choices for our Listener whose subjective filtering process may not match, or indeed instigate the wrong interpretation.
  • Our brains only remember spoken words for approximately 3 seconds. By the time our brains separate the individual words to glean meaning, we’re lagging ‘behind’ the speaker, so we rely on our unconscious habits and thinking patterns to bridge, or fill in, gaps in understanding. Obviously, it’s easiest to accurately understand people we’re similar to.

Arguably the largest detractor of accuracy for understanding our CPs intended message are the cultural, experiential, belief, education, and intimacy gaps that create subjective and unconscious filters in us all. These filters – biases, assumptions, triggers, habituated neural pathways, and memory channels – unconsciously and automatically sift out or transform what our CP says that’s uncomfortable or different from our beliefs, our lifestyles, etc., or aren’t in line within the goal of what we’re actively seeking in the exchange.

While we each assume that what we ‘hear’ is an accurate representation of what’s been said, often it’s not. With our subjective listening filters uniquely interpreting what others say, we can’t help but

  • bias their intended message subjectively,
  • make inaccurate assumptions, miss important ideas, requests, and emotional cues,
  • follow established memory channels and neural pathways that lead us to wrongly interpret what was meant,
  • mishear directions, rules, warnings, nuance, names etc.,
  • take away mistaken comprehension,

and on and on. As sellers we ‘hear’ that people are buyers; as coaches we ‘hear’ people complain of stuff we know how to fix; as leaders we ‘hear’ our teams convey they’re on-board (or not) with our ideas; as change agents we ‘hear’ rejection rather than alternate approaches or shared concerns; as parents we ‘hear’ our teenagers making excuses.

OUR BRAINS TRICK US

Simplistically, here’s our unconscious listening process:

  1. We first listen through a hierarchy of historic and habitual filters, unconsciously seeking a match with our biases, beliefs, and values– and delete or alter what seems incompatible.
  2. With what’s left from the initial round of filtering, our brains seek a match with something familiar by sorting for a similar memory, which could focus on just a term or one of the ideas mentioned, or or or, and throws away what doesn’t match without telling us what’s been omitted or misconstrued! We might accurately hear the words spoken, but unconsciously assign a vastly different interpretation from the intended meaning.

And because we’re only ‘told’ what our brains ‘tell’ us has been said, we end up ‘certain’ that what we think we hear is actually what’s meant. So if someone says ABC we might actually hear ABL, without knowing what our brains added, subtracted, or muddled. I once lost a business partner because he ‘heard’ me say X when three of us sitting there, including his wife, confirmed I said Y. “I was right here! Why are you all lying to me! I heard it with my own ears!” And he walked out in a self-generated rage. His brain actually told him I said something I never said and he never questioned it, even though three people told him he misheard.

I know this is disconcerting but it’s important to understand: Listeners always assume what they (think they) hear is what has been said. And where this diverges from the Speaker’s intended meaning, we end up responding to an inaccurate understanding, blaming our CP for miscommunicating, and never consider that just maybe we unwittingly got it wrong.

It all happens automatically and unconsciously, and we end up involuntarily misunderstanding without realizing, until too late, that there is a problem. Indeed we have no conscious ability to tell our brains what to search for when we’re listening, causing us to potentially hear a fraction of a fraction of what’s meant; we then compound the problem by responding according to what we THINK has been said. So we might get self-righteously angry, or perceive we’re forgiven; we hear people as racists or healers or sarcastic or buyers; we feel slighted or complimented or ignored; we think ideas are stupid and opinions absurd. And in each instance, we miss the possibility of a partnership, or a new concept, or a conversation or relationship that might have been.

In summary: the structure of language itself causes confusion when listening to Others; our subjective filters – biases (of which there are hundreds), assumptions, and triggers – are unconscious impediments to what we think we hear; our neural pathways, habitual associations, and memory channels automatically, and subjectively, get triggered by a word or phrase and go down their own well-travelled path to seek a match, potentially eschewing more relevant or accurate routes to understanding; our brains don’t tell us what it’s omitted or transformed, leaving us potentially misunderstanding – without question – what our CP meant to impart.

And it’s all unconscious. According to Sarah Williams Goldhagen in Welcome to Your World, our unconscious (or ‘nonconscious’ as she calls it) is approximately 90% of our attention, and only 10% “…patterned and schematized in a way we can interact with others.”(pg 59) So misunderstanding is virtually built into our communication.

LISTENING FOR METAMESSAGES INSTEAD OF WORDS

Unfortunately we have no automatic capability to hear a Speaker’s intended message accurately, regardless of the Speaker’s word choices or the Listener’s commitment to listening ‘carefully’, regardless of the costly wordsmithing done in many industries to lure Listener buy-in. But as Listeners can take an active role in consciously managing our listening filters to encourage greater understanding. For this we must circumvent our biased listening; we must learn the skill of avoiding listening for meaning solely from the words.

From birth, we’re taught to carefully listen for words (and Active Listening has a part to play in this predisposition), assuming, falsely, we’ll translate them accurately. We can, however, circumvent our normal filtering process by shifting our attention from listening to words to listening for meaning; listening for what’s meant, rather than for what’s said; listening less to the words and more for the Speaker’s underlying intent.

Let’s walk this back. Remember that Speakers speak to impart an underlying thought (I call this the Metamessage) and then unconsciously select the most precise words – for that situation, for that Listener – to do so. But these word choices might not be the best ones to garner accurate understanding in that particular Listener. Certainly, a Speaker has no idea how a Listener’s filters will interpret the sent message. This becomes more obvious when speaking to a group and some members understand, others misunderstand. To circumvent misunderstanding, to have a greater chance of hearing what’s meant and eliminating the factors causing misunderstanding, we must take filters out of the listening process.

There’s a higher probability of hearing others accurately if Listeners bypass the normal filtering process and instead focus on the Speaker’s intended meaning. I learned the basic concept while studying NLP (NeuroLinguistic Programming – the study of the structure of subjective experience) and expanded it in my book What? Did you really say what I think I heard? When listening we can actually go beyond the brain and experience a broad view (not intimate details) of what’s being meant.

To avoid our listening filters, to get the broader meaning behind the idea intended, we must go ‘up to the ceiling’ and listen as a Witness/Observer. A very simple example would be if someone said ‘I wish you would be on time more often’, the Metamessage might be ‘I hate that you’re late again. And I’m getting tired of waiting for you all the time!’ We do this naturally when speaking with a small child, listening with for what they mean to tell us, rather than focus on their possibly unskilled wordsmithing. Or when we overhear a conversation in a Starbucks. In both instances we’re Observers.

We don’t know how to consciously choose; the problem is we don’t know how to consciously choose to do so. To choose the Witness/Observer viewpoint, think of a time when you’re aware you were listening without any personal agenda and break down how you did that – how you knew when it was time to disengage from the words, what you noticed that was different, how it shifted your communication exchange. If it’s something you want to learn, I’ve written an entire chapter on this (Chapter 6) in What?.

LISTENING FOR MEANING VS WORDS

Here are two cold call interactions that exemplify the difference between listening for words vs for Metamessages. The first is a dialogue of a coaching client in which I was teaching him how to sell with integrity. He started out fine, but then dissolved into his old push technique when he interpreted the prospect’s words according to his own filters:

BROKER: Hi My name is Jeff Rosen. I sell insurance and this is a cold call. Is this a good time to speak?

CLIENT: Hi Jeff. Thanks for calling but I’m just walking out the door.

BROKER: “IonlyneedtwosecondsIwouldliketocomeandseeyounextweek.”

The prospect hung up.

SDM: What was that????? You started off great! And he responded kindly.

BROKER: I had to talk really fast because he said he was busy.

Listening for the spoken words through his filters, my client only heard a time constraint and didn’t ‘hear’ that the prospect stayed on the line and didn’t hang up. Listening from a Witness/Observer position he would have heard that the prospect was polite and hanging in with him, and made another choice: “I’ll call back when it’s convenient.” Or “Thanks. What’s a better time?”

In a very similar situation, I made a cold call to the Chief Training Officer at IBM; you’ll notice that both of us listened for the Metamessage instead of the words:

NANCY: [The world’s fastest] HELLO!

SDM: You sound busy. When should I call back?

NANCY: Tomorrow at 2.

And we both hung up.

This continued for 3 days with the exact same dialogue. Finally we had this exchange on day 4:

NANCY: HELLO!

SDM: You still sound busy.

NANCY: Who are you?

SDM: Sharon Drew Morgen, and this is only a cold call. I can call you back when you’re not so busy.

NANCY: What are you selling?

SDM: Training for a facilitated buying model to use with sales.

NANCY: I’ll give you 5 minutes.

SDM: Not enough.

NANCY: 10 minutes.

SDM: Not enough.

NANCY: OK. I’m yours. But I want to know how you just did what you did. How did you get me to speak with you? How do I feel so respected when you’re cold calling me? How did you get me to give you so much time? And can you teach my sales team how to do that? Can you come next month? [Note: I ended up training with them for two years. I didn’t even have to pitch.]

Both of us listened with our Witness hats on. Nancy heard my Metamessage: by immediately hanging up after getting a time, she ‘heard’ me say that I respected her time. Calling back at the requested time told her I was responsible. Telling her it was a sales cold told her I was honest and wasn’t going to manipulate her. And by me abiding to her time frame she abided to mine. Indeed, I ‘said’ none of those things in words; the meaning was the message I intended to send. My goal was to connect if possible and serve if able. To connect, I’d have to value her time, not push; to serve I’d be honest and responsible. So she ‘heard’ me, beyond the words. It was win/win.

So here’s a suggestion: For those times it’s important to understand the underlying meaning of another’s communication, and you cannot risk biases and assumptions that might significantly alter the outcome, I suggest you go up to the ‘ceiling’ and listen from Witness/Observer.

This is a great tool for those of you who are Active Listening proponents. When listening to correctly capture the words spoken, understand your brain will bias how you interpret them and you may not achieve clarity as to the intent of the message. In my experience, AL doesn’t ensure understanding and too often puts the ‘blame’ of misunderstanding on the Speaker.

Try listening from the ‘ceiling’ from Witness/Observer. It might make a difference. And if that’s not comfortable at least clear a way to understanding in each important conversation:

Before we continue, I just want to make sure I understand what you mean to say.

Here’s what I heard…. Is that accurate?

Communication is delicate, as are relationships. Take the time to ensure you and your Communication Partner are on the same page. And delight that a shared understanding inspires possibility.

____________

Sharon Drew Morgen is an original thinker, and author of 9 books, including the New York Times Business Bestseller Selling with Integrity, and the Amazon bestsellers Dirty Little Secrets – why buyers can’t buy and sellers can’t sell, and What? Did you really say what I think I heard? She is the developer of Change Facilitation, used in sales (Buying Facilitation®), coaching, leadership, and management – any influencing situation in which integrity, ethics, and collaboration are involved. Sharon Drew is a speaker, trainer, consultant, and coach for sales and listening. She can be reached at: sharondrew@sharondrewmorgen.com; her award winning blog has thoughtful articles on change, systems, decision making, and communication. www.sharondrewmorgen.com

April 1st, 2019

Posted In: News

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