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When you wake up in the morning, you have to tell yourself that I

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have to attach myself to the biggest
business issue facing my customers. You're listening

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to the audible Ready podcast, The
show that helps you and your teams sell

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more Faster. Will feature sales leaders
sharing their best insights on how to create

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a sales engine that helps you fuel
repeatable revenue growth, presented by the team

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at Force Management, a leader in
B to B sales effectiveness. Let's get

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started. Hello and welcome to the
Audible Ready Sales Podcast. I'm Rachel Klepmullard.

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John Kaplan joins me today. Hi
John, Hey Rachel, how you

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doing good? Good? I'm excited
for this topic today because we're going to

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be talking about asking great questions.
And I'm just realizing that I am recording

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a podcast about questions when I'm going
to ask questions. So there's a lot

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of pressure here to ask great questions
in this compresiction. But when we think

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about the sales process, questions are
critical and the key to asking great questions

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having great discovery is to make sure
that your questions are natural aligned to where

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you are in the sales process.
In the current situation you're in with your

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customer, and of course that you're
listening to the answers. Discovery such a

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critical point in the sales process in
an area where you can really differentiate yourself

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as a salesperson. Yeah, Rach, that's so well said. I think,

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you know, especially now, how
you sell can be just as important

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as what you sell. And I
think, like you said, you know,

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discovery is the most important part of
the sales process, and if you

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screw that up, you're going to
have a real, real difficult time getting

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a good deal. Yeah. And
so we talk a lot about preparation because

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that's the key to every conversation,
no matter where you are in the customer

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engagement process. But let's talk a
little bit, John about how you go

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about preparing for your discovery by getting
into the questions that you're going to ask.

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Yeah, you know, right.
So, I'm a big believer.

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You've heard me say this a number
of times that I don't believe in cold

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calls at all. I believe that
every call can be warm. And let

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me just give you an example.
I call it the bullseye, And in

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the bullseye, on the outer ring, I write the word industry and then

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the inner one inner ring, from
that one more ring. Inside of that,

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I write the word company, and
then I write the ring getting close

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to the bullseye, I write the
ring department, and then I write in

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the ring personal. So what I
mean by that is we should prepare and

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find out what do we know about
what's going on in the industry. Based

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upon what's going on in the industry, how is that impacting the company?

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Based on how that's impacting the company, how is that impacting the department that

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I'm calling on, and how that
ultimately impacted the individuals, the men and

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women who I interact with, and
Rachel, they get it all screwed up.

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Most people try to go for the
middle of the bullseye. First,

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I'm personal, and they haven't earned
the right. So you know, the

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next thing is, I think you
have to be prepared with an agenda.

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So if you're okay with it,
Rachel, can I just rattle off,

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you know, some questions and stuff
and then you can kind of get me

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give it to go okay. So
when I think about an agenda, I

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always think about asking the question in
an agenda, in an email, in

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a in a voicemail, whatever,
just to giving the person the heads up

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and it says, first question is
what does a great outcome look like for

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you? And I think that's just
a great question to begin with for an

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agenda, because you're really giving that
person the understanding that you're trying to make

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it all about them first. And
then I say, I'm going to ask

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you some questions. I'll probably ask
you what you like most about your current

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situation, and then I'm probably gonna
ask you some questions about what you like

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least about your current situation, and
then we'll go into more detail. Is

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there anything that you would like to
cover? And I always lead that open.

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I don't send an agenda that says
this is how we're going to do

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it. I send these are my
suggestions, what would you like to accomplish?

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So I think that's a real,
real good way of doing it.

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And then I prepare my questions Rachel, and the questions are things like,

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can you give me an example of
how when they give me a feedback on

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and I start off again, say, hey, we talked to I said

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I was going to talk to about
your current situation, what you like most

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about it and what you like least
about it. When I get to the

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part where you're like least about it. Can you give me an example of

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how that manifests itself in your company? When was the last time that that

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happened. What was the impact on
the company, What was the impact on

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the department, What was the impact
on you and your team? What feedback

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did you get from the line of
business or from the customer, etc.

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What are you doing right now to
make sure that that doesn't happen, Gab

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And if they look at you or
they say to you, Rachel, nothing

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like you've opened the door. They've
sat in their moment of pain by answering

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these questions and then they're not doing
anything about it. It actually creates kind

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of it creates kind of some urgency
without even you creating it. You're just

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asking the questions. And to your
point, John, going back to your

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agenda. When you send the agenda, you're sort of setting the tone for

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the conversations. You may drip a
few out, like I really want to

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make sure we align on outcomes.
What do you want to get out of

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this conversation? And then over on
the side, while you're waiting for the

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call, you're working these questions that
help get you to some critical components of

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an opportunity that you're going to need
if you're going to move the opper tunity

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forward. And I know we talk
a lot about setting the tone for the

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call in advance, and that always
involves sending an agenda. Talk a little

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bit about why that's so important and
what it does for you when you get

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on that conversation. Yeah, I
think it's an important topic and I think

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people are really missing the boat on
this. Let you know, for me,

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I don't want to ever blindside a
customer. And I'm going to share

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a little story with you, Rachel. It's one of the most painful stories

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of my young sales career back in
the day. But when I was it's

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actually when I was a manager.
So I was a manager at Xerox and

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I was trying to get into the
chief marketing officer one of the largest furniture

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manufacturing companies in the world in Grand
Rapids, Michigan. And if you know

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that area, you can figure it
out. It's probably one of two companies.

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So my number one competitor was entrenched
in there and they were they had

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two large print shops on site,
and both managers were very, very loyal

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to the competition, so I'd go, you know, try to make calls

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on those people, and they gave
me the stiff arm all the time,

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and I said, you know what, I'm going to go high. I

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don't have anything to lose. I'm
going to go high. And I did

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a great job. I thought I
did a great job and got a meeting

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with the CMO. But since I
was not purposeful with my contact and I

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didn't send an agenda, he had
no idea what the meeting was about on

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the day of the meeting. So
what did he do? What do you

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think he did? He invited those
two birds. I'm going to call those

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two birds. I'm gonna call them
enemy number one and Enemy number two.

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That's not their names, and that's
not how I referred to them, but

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that just will kind of set the
stage. And so he invited them to

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the meeting. And you should have
seen the expression on my face when I

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walked into the boardroom. And you
can imagine what a boardroom is. That

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like a furniture manufacturer, like an
office furniture manufacturer. Jacked out, like

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it is like the matter. It's
like the mecca of where you'd want to

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be having a sales call. So
anyways, he invited these two birds in

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the room. And I walk into
the boardroom and I see these birds sitting

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there and they had their grinning like
cheshire cats. Rachel, they just have

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a huge smile on my face because
they knew I didn't think they would be

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there. And so what I did
was I tried to gather myself. And

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since I didn't send an agenda,
you know, he went to the two

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managers and probably said, hey,
what's this meeting about. Why don't you

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guys join? Is of course what's
going to happen. And I know if

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you're listening to me, I know
that this has happened to you. And

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so you know, enemy number one
and enemy number two show up in the

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meeting. And I got to tell
you when I walked in, Rachel,

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they almost started laughing, and I
was like, oh, it's under pressure.

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I started to sweat so like a
prize fighter. I was a little

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bit staggered by it, but I
wasn't out yet, and I went to

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my prepared list of questions and I
went for the gusto and I said something

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like, mister CMO, would you
please tell me which documents in your organization

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are so mission critical for you that
if they weren't done with the proper information,

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and they weren't done on time,
it would actually bring your organization to

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its knees. And I got to
tell you, like, that's what we

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did. We did on demand printing
better than anybody else on the planet.

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You can make changes late, just
do it on demand. And then these

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print shops they couldn't do that.
They had to set up the printing press.

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It just wasn't easy. So the
digital works on us. I felt

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so good about that question, Rachel. It felt like as it left my

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hand, I like grooved a fastball
right down the middle, except there was

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one low problem. This was not
a fastball that the CMO was expecting,

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and his eyes kind of looked confused, and like he looked confused until the

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pitch like actually, you know,
hit him like in the middle of the

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back, like I beamed him with
the pitch, like to keep the baseball

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analogy. And when I looked,
I immediately regretted asking that question because I

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could tell he was not prepared.
And you know, it was funny because

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even Enemy number one and number two
I could tell they thought that was a

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pretty good question, and they turned
to the CMO, which made it worse

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because then the cmos like, oh
my god, I probably should know this,

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but I don't know it. And
he was a little embarrassed, but

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not too long the embarrassment turned to
anger, and the CMO gathered himself and

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this is so typical. He looked
me straight in the eye, Rachel,

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and he said, mister Caplin,
I thought we were going to speak about

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copiers. What does that question have
to do with me? And I immediately

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remembered the mantra, Rachel, of
you get delegated to those that you sound

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like, and I sound like Enemy
number one and enemy number two. So

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the CMO said, so enemy number
one and Enemy number two, you guys

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could probably answer the rest of mister
Caplin's questions. I have another meeting,

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and he actually got up and left
the room. Rachel. He got up

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and left the room, and he
didn't even shake my hand. So,

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oh, it was brutal. I'm
like sick to my stomach. And I

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watch him as he leaves the room
and the door kind of like closes behind

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him. I could feel Enemy number
one and Enemy number two were staring at

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me, and when I look back
over at their gaze. I like followed

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their gaze like and they had even
bigger cheshire cat smiles on their Rachel,

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is a true story. I literally
just closed my notebook. I got up

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and I left the boardroom, and
I didn't say anything to them. So

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I had my tail between my legs
and you should have seen me. I

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like couldn't get to that elevator fast
enough. You know how you hit the

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elevator button like multiple times. Dying
in the lobby, I wanted to get

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out of there. It's funny because, like, Rachel, do you remember

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the movie with Tom Cruise, the
one it was called let me think about

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what. Oh, it's called Risky
Business. Do you remember that right?

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Sure? Remember when he was interviewing
for the Princeton to go to Princeton and

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he totally bombed the interview. Yeah, Afterwards he kind of lift up his

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sunglasses. He said, well,
it looks like the University of Illinois.

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That's exactly how I felt. And
forever more, Rachel, sorry for the

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long story, but forever more,
I have always sent an agenda. I

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don't want to catch people blindsided.
That's such a good story. To illustrate

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the importance of it, I can
feel the awkwardness as you want. And

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I'm sure many of people listening have
been in similar situations. So it's a

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good anecdote to remind us to send
an agenda and kind of set the tone

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for the conversation. And you give
us some great questions for those opening conversations

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that allow you to really start to
set the tone for digging deep on business

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pain. But they also are i
don't want to say soft, or they're

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disarming enough that they're not going to
get you in trouble or not expose somebody

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in the room that's not ready to
be exposed. And during the call,

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you know you always say it's a
slow dance right with your customer of like

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getting them to open up, give
you information. And once you have the

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basic information, once you have aligned
on the answers to some of those questions

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that you spoke about, like impact, what happens if this doesn't work,

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you want to make sure that you
are also asking questions that give you the

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information that allow you to line your
differentiation to the buyer, because that's what

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really is going to obviously set you
apart from other competitors or other options.

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So talk a little bit about that
slow dance and how you set up questions

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so you're able to break get your
differentiation on the table. That's such a

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great setup. So we talked a
little bit about opening the call. So

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I kind of think about it as
like kind of three part. It's kind

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of like opening the call, and
then there's during the call. So now

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we're talking about during the call.
When you wake up in the morning.

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If you're listening to this and you're
a seller, when you wake up in

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the morning, you have to tell
yourself that I have to attach myself to

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the biggest business issue facing my customers. I also have to get my differentiation

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influenced into the decision criteria so the
decision criteria is more favorable for me.

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So I want you to write those
two things down. I have to attach

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to the biggest business issue and I
have to influence the decision criteria with my

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differentiation. Those are two things you
have to do during every sales call.

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So let's talk a little bit about
that. I call those trap setting questions,

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and it's not trapping the customer,
it's trapping the competition. And you're

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trapping the competition around your differentiation.
So let's break it down even further.

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First, I want you to think
about a differentiator, and you know,

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let's just think about like force management
for a second. Let's just kind of

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give like a common denominator. So
Force Management, one of the things that

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we have is like every single person
that shows up in front of a facilitator,

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that shows up in front of our
customers is a former VP of sales.

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So they are so relevant, they
are so understanding of what's going on

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in the position. Most of them
have come from technology backgrounds for most of

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our technology customers. So it's okay, so let's think about that. Well,

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how do I get that influence in
the decision criteria? You know?

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The first thing I do, Rachel
is I look at the differentiator and I

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ask myself a big fat so what
So what if Force Management's facilitators are extremely

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relevant with technology backgrounds and former vps
of sales? I asked myself that,

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and I say, well, what
bad things could happen if that wasn't the

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case. You could have somebody standing
up in front of their people that was

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completely irrelevant and was telling stories that
were irrelevant. I can feel it right

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now. I know what happens every
single day. So what I'm going to

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try is I'm going to try to
think about a question. Can you give

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me an example of where you worked
with someone in our industry and they presented

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people to you that just were not
relevant for your company or the stories they

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were telling. They just really didn't
look like that they were kind of in

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sync with your company. People's eyes
light up, and everybody's got a story

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like that. Every single one of
you listening to me has seen people address

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your company before. It doesn't matter
if it's training, if they're selling or

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whatever, but they're just not relevant. And for me, so I say,

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so what and then says who and
says who is nothing more? I'm

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a proof point for the differentiator.
So I got all kinds of proof points

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in our industry of people that will
say, when force management puts somebody in

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front of us, they like know
our business as much as we do.

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And it's really really powerful. All
right, Rachel, the crux move.

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Are you ready? I'm ready.
Let's go. All right. So then

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you just ask questions about the bad
things that happen when they didn't have the

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kind of the impact of that differentiation, and you're always looking for negative consequences

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and you're always going deeper and deeper
and deeper. So in my early days

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at Force management, people kind of
remember me by using these terms. Like

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they've heard me say, you drag
the customer through the glass, you rip

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their face off, you know,
you make them put on the code of

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pain. And you know, I've
meled a little bit. I'm sixty now

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and I've met a little bit.
And my kinder jetler side tells me to

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you know, what we're really trying
to do. I mean, I just

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do that kind of get people emotional
about it and have some fun. But

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really what you're doing is you want
to help the customer stand in the moment

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of their pain with real examples,
with real consequences. So the more you

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tell them they have a problem,
they're going to resist you. But the

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more you ask them a question that
makes them stand in their moment of pain,

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they will actually create their own urgency
and they'll convince themselves that they need

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to fix it. It's that simple, Rachel. There's an old saying that

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says people rarely argue with their own
conclusions, and if you can get the

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customer to come to their own conclusion, you're all set. This is what

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I'm doing during the call. This
is the majority of what I'm doing during

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the call, the actual call.
I love it all right. So we

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went through some questions you can ask
when you're opening up the conversation getting the

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conversation going. Great tips here for
aligning the conversation so you can get that

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differentiation up on the table. I
want to bring up another area that you

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want to be validating with your question
process, and that's the decision process.

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I just wrote a couple of pieces
for a sender on paying attention to this

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because I think reps might kind of
toss it to the side a little bit

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because it's not as big as like
the economic buyer or the champion. You're

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like, oh, I know the
decision process. So and so is going

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to finance and then they're going to
sign the deal. But a lot of

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times it's much more nuanced than that, and getting the right information can really

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set yourself up for success prevent the
stalled deals. Knowing those key components about

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the decision process can also point you
to those important stakeholders in the conversation,

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some of whom you may not have
considered. So I got to tell you.

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Let me rephrase what I said during
the call you wake up in the

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morning, because you just added an
incredible point here, and I'm sorry I

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missed it. When you wake up
in the morning, you're doing three things,

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Rachel. You are first saying,
how do I attach myself to the

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biggest business issue facing the customer?
How do I influence the decision criteria with

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my differentiation? And now, as
so eloquently pointed out by you, I

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am also qualifying. I'm voraciously qualifying, and one of the things I'm qualifying

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for sure is the decision process.
So let's talk about some of those questions.

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They're real simple. Hey, walk
me through the last time you made

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a purchase like this, who was
involved, who had the final sign off?

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How much does that person know about
what you're doing right now here,

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How do you plan on bringing them
up to speed? What help do you

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need from your partner? Parenthesies me
to do that? How do you put

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together your justification? What does it
take to get approval? Walk me through

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the specific steps. What would you
do differently this time around in getting something

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approved? So I want you to
think about the last thing that you got

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approved or the last thing you went
through the process on. What did you

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like about that process us and what
are some things you'd definitely like to do

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differently. These questions are so benign, Rachel, They are so non threatening,

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but the answers to these questions are
just just a pot of gold.

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That's great. I think this has
been a really meaty podcast. And John,

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I know that when we started,
I said I want to do a

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podcast about questions. And there's like
a hundred different ways that we can take

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this. But I love what we
did here today and I think I hope

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those of you listening were able to
write some of these down, or you

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can go back and take notes as
you listen to John's question. But I

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don't want to talk about discovery,
Rachel. Can we have started interrupted?

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Can we just can we just take
those questions and put them in the show

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notes? Yeah, I'll make a
link somehow. It might be if I

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put them all in the show notes, it might be a little bit long,

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but the expert man, let's just
give them a let's point them somewhere

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where they can see the question.
Yes, awesome. So I don't want

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to go through all this, John
and not talk about wrapping up a conversation,

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even if you've had great questions.
You want to make sure that you've

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captured the right information, that what
you heard is what the customer felt like

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they said, and you want to
make sure you have a great next step.

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Yeah, you know so critical.
So we talked about preparing an agenda,

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we talked about opening a call,
we talked about during the call.

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Now let's talk about it as we're
closing the call. I call it the

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seller deficit disorder. Customers do not
believe that sellers understand their business, and

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they don't believe that we listen very
well. So I want to give you

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a little tip what you're doing when
you're gathering your answers. You're really kind

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of building up three categories. In
my opinion. The first thing I'm trying

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to understand is the positive business outcomes
they're trying to achieve. I call those

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PBOs. The next thing we're trying
to do is we're trying to understand and

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influence the required capabilities or the decision
criteria, and we're trying to influence those

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with our differentiation. So I like
to summarize, and if I can't summarize,

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I'm not ready to sell them anything. So the summary goes something like

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this, Rachel. It says,
Hey, during our conversation today, we

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talked about these positive business outcomes that
you're trying to achieve, and in your

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mind you're like, oh, oh
no, we didn't, or yeah we

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did, and if we didn't,
then just ask a question. I typically

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at this point understand the business outcomes
that you're trying to achieve, and I

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don't think we talked very much about
those. Would you mind if I asked

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you a few more questions about those? All right, bo, let's go

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back. Okay, so we have
the positive business outcomes and then you said,

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what was technically required is the following
And it's real simple once you list

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that and you look at that list, and if it's not favorable for you,

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you got more work to do.
Would you mind if I kind of

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elaborated on some of this criteria and
I start to influence my decision criteria right

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there? This is assuming you didn't
get it done during the call. And

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then very important, I want to
understand how you're going to measure success.

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So many people miss this, Rachel, because if they don't understand how they

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measure success, they're never going to
have a proof point. Today's metrics is

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tomorrow's proof point, and we have
to have proof points. And you can't

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leave the door open for the customer
later on to say, yeah, I

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mean, you guys are good,
but you're not like that good. You

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can't do that when you have metrics
and you say, hey, we signed

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up to do these things. We
said we're going to measure it this way.

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So Rachel, my point is,
I want you to think of these

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things. It's like buckets of information, and through our discovery, we're filling

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up those buckets of information. At
the end of the call, we're saying

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to the customer, let me recap
what we talked about. Number one,

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it proves that you listened. Number
two, you're starting off with positive business

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outcomes, so you definitely understand their
business. So in that summary alone,

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you wiped out the seller deficit disorder. Then what I always like to do,

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Rachel, is I like to ask, hey, before we go,

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and this is really important. I
really love it. Just I've gotten great

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feedback on it. Before we go, what did you like most about we

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talked about today? The next thing
I ask is what caused you pause in

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our meeting? Oh, that's good. People always bring an objection without fail

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they'll say, well, here's a
the common one. Well, John,

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we didn't really talk about how much
this stuff costs, so whatever, whatever

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the objection is on their mind,
it just comes out so naturally from the

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way you positioned it. And then
the last thing I say, is is

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there anything that we didn't talk about
today that you would have expected me to

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talk about? And those three final
questions are so powerful. It proves that

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you're a professional, and it proves
that you are really interested in what their

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feedback is, so really really powerful
way to edd it. That's great,

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some great things for us to think
about in our sales conversations this week.

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Be sure to check out the show
notes for more information or a list for

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you to take with you. You
give us a good bottom line to help

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wrap this up, John, I
love these, so here's my bottom line.

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Discovery is the most important part of
the sales process bar none. You

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have to be prepared, send an
agenda, set traps for the competition which

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will help you influence the decision crightter
are, be a voracious qualifier, make

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sure you understand decision process and close
well, close well with intention and follow

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up action items. Go get them
go, get them go get them close.

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Well, thank you, John,
welcome, all right, thank you

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00:25:33.359 --> 00:25:37.480
to all of you for listening to
the Audible Ready Sales Podcast. At Force

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00:25:37.559 --> 00:25:44.640
Management, we're focused on transforming sales
organizations into elite teams. Our proven methodologies

371
00:25:44.680 --> 00:25:49.680
deliver programs that build company alignment and
fuel repeatable revenue growth. Give your teams

372
00:25:49.680 --> 00:25:55.200
the ability to execute the growth strategy
at the point of sale. Our strength

373
00:25:55.319 --> 00:26:00.319
is our experience. The proof is
in our results. Let's get started us

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00:26:00.359 --> 00:26:04.039
at forest management dot com. You've
been listening to the Audible Ready podcast.

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00:26:04.359 --> 00:26:08.319
To not miss an episode, subscribe
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376
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Until next time.

