
As
sales professionals, we want to produce a solution that exactly
meets our client’s needs. Anything less is likely to be of no
value to our client, and, therefore, of no value to us. We can
approach the task in one of four ways:
1. Apply our experience and intellect and guess at what clients
need
2. Tell them what they need
3. Accept without challenge what they say they need
4. Mutually explore to develop what they need
This course develops the rationale and skills to consistently
execute the fourth approach.
Foundational
Principles of Critical Thinking and Communication
The business development dialogue is a balance between inquiry
and advocacy. The better job we do of inquiry, the more powerfully
we can advocate. Asking effective questions is the core competence
of understanding client needs. This module introduces the paradigm
shifts, concepts, and practical skills that build the foundation
for the rest of the course.
Step One: The Business Opportunity
Participants learn how to collaborate with clients to develop
a compelling business case around a particular issue - or to
agree that a high priority opportunity does not exist. This
analysis permits both consultant and client to allocate resources
to high probability situations and exit gracefully from low
probability activities.
Participants learn to avoid premature discussion of solutions
and move instead to exploring the underlying problems the solution
is intended to solve and the desired results the solution is
intended to produce. Problems and results can be examined for
evidence, evidence can be developed into economic consequences
and implications, thus creating a sound business case for adopting
the solution.
Explicit strategies and skills are explored for the following
matrix of opportunities:
| |
Current
Clients |
Prospects |
| They
Initiate |
Responding
to Client Requests
|
Sole
Source; Competitive |
| We
Initiate |
Gaining
Acceptance for Recommendations; Project Extensions;
New Projects.
|
Assisting
Sales People on New Opportunities |
Step
Two: The Available Resources
Participants learn to qualify the opportunity in terms of time,
division of labor, and budget. A distinction is made between
price justification (Step Four) and budget justification (Step
Two). Particular emphasis is given to establishing a realistic
expectation on the part of the client on what is required financially
to achieve the desired results. Participants role-play the predictable
client responses to the question, "Have you established
a budget for this project?"
Step Three: The Decision Process
Participants learn to decipher the steps involved in the decision
making process, who is involved in each step, what decision
is made in each step, and how the decision will be made. Since
often the criteria for making the decision are tacit and implicit,
participants learn to make them conscious and explicit. Once
consultants learn whom they must see, they learn how to get
to see them, developing a compelling rationale that is in the
client’s best interest.
Additional topics included in this module are: competition (how
clients will decide between alternative solutions); personal
stake (how decision makers will decide based on personal as
well as organizational interests); gain/loss (who is perceived
to win or lose as a result of this intervention and how to act
accordingly.)
Advanced questioning techniques
Redirection: How to keep the focus on the client and not on
the consultant; how to deal with tough questions from the client;
how to answer the real question.
Verbal Stop signs and Smokescreens: How to listen to the structure
as well as the content of client statements and ask questions
that build greater clarity and mutual understanding.
Step Four: The Business Solution
Consultants learn to gain agreement for and execute a "What
if…Oral Proposal." They learn to position the written proposal
as a confirming rather than a persuasive device. They learn
to advocate solutions based on the mutual understanding built
in steps one, two and three.
When the solution is presented, consultants learn to surface
and resolve client’s concerns and issues and to obtain a yes/no
decision rather than a protracted maybe. Considerable practice
is given in resolving price objections. Participants will learn
to present-to-close rather than present-to-open.
Step Five: The Business Relationship
Consultants learn what to do if the client says yes, no, or
maybe, that will ensure there is an ongoing, productive relationship.
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