WEBVTT

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Where am I in relationship to this
customer? What persona are they? What

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problems or challenges do they have?
What am I trying to accomplish in this

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conversation. You're responsible to meeting the
customer wherever they are. You're listening to

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the Audible Ready Podcast. The show
that helps you and your teams sell More

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

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sales engine that helps you fuel repeatable
revenue growth. Presented by the team at

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

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Hello, I'm Rachel lett Miller.
Thank you for listening to the Audible

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Ready Sales Podcast. Joining me today
as our own John Kaplin, Hi,

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John, Hi, Rachel, How
you doing good? I'm doing well.

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I hope you are, and I
know you love this topic we're tackling today,

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John, Today we are going to
talk about discovery. As we've said

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a million times great, discovery is
the gift that keeps on giving even beyond

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the initial sale, and we talk
a lot about the value it brings to

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us as salespeople. But today we're
going to talk about the value it brings

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your customer. Yeah, I think
it's such a great topic. We have

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another podcast, as you know,
with McMahon Revenue Builders, and we're constantly

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coming back to this topic of discovery
is the most important part of the sales

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process. Discovering scoping, we believe
are the most important and some of the

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most difficult for both the customer and
for sellers. So just kind of putting

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some top line stuff in here,
you discovery should always be two sided.

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What I mean by that is not
only should you be learning, but the

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customer should be learning. Your questions
should be so good that the customer should

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be learning. And then we kind
of talk about this concept of persuasion,

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the art of persuasion, which really
says the more you tell somebody that they

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have a problem, they're more they're
going to resist. So I think what

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we're constantly trying to do is ask
great discovery questions with the intent to get

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a customer to stand in the moment
of their own pain to where they convince

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themselves that they have a problem,
and therefore the urgency gets created and the

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urgency to fix it. And you
know, it really is that simple.

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Rachel, I think that you know, when we practice this stuff from a

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customer's perspective. Everybody loves to be
led, you know, and a customer

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loves to be led. They love
to be led in a discovery process,

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provided that you can take them to
a place that they can't get to on

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their own. And that's kind of
a good caveat. You really got to

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be thinking about that. And the
last thing I wanted to say is there's

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this saying and it says people rarely
argue with their own conclusion, And when

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you really think about it, it's
kind of funny at first, but then

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when you really think about it,
you're like, well, no, of

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course not. When I come to
a conclusion on something, I'm not arguing

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it myself. So the key is
how do we do discovery so well that

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a customer feels like they're coming to
their own conclusion? Very powerful thought there,

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Yeah, I mean I can't.
I can even think about myself purchasing

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something and it's you know, typically
there's some like technical challenge that hurts my

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head and I'm on the phone with
a potential vendroom like can you just like

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help it? Like what do we
do help me that it out? Right?

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Because as salespeople, right in discovery, we are gathering information that helps

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us match our solutions to our customer
needs. But that art of discovery is

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really when you're having a conversation that
the customer is getting value from. Yeah,

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and I can really empathize with what
you just said or connect with what

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you just said, Like I am
the easiest person on the planet to sell

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something to if you're good in discovery. For me, if you're good in

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discovery, I'm willing to slow dance. I'm actually willing to let you take

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the lead. And there's not a
lot of things in my life that I'm

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willing to do that with other people. It's just I got one of those

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personalities. I like to control things. But when I'm working with a good

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seller, it is an absolute joy. But the flip side of that is

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it is horror when I'm working with
a seller that is not good at this,

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and it's it's not just horror for
me, it's horror for the seller

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that's you know, that's trying to
approach me. So again, it's kind

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of like a slow dance, like
I'm willing to be led in the dance

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provided that you can take me to
a place I can't get to on my

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own and we talked about you want
the customer to realize that they have a

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problem, and you also want to
do it in a way that creates urgency,

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which is very difficult for people.
Like we talk about find the pain

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and uncover the pain and make them
bleed and drag them through the and all

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these kind of sayings that we come
up with to kind of they're trying to

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give us spirit around this because it's
so hard and it's also hard mentally to

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do. So. As you know, Rachel, we have something called negative

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consequences, and we teach people at
Force Management how to get the customer to

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think about the negative consequences, stay
in that moment of pain, and so

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what happens when you know, when
that happens with the customer, and what

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did the customer wind up saying to
you? What happened to the account,

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what happened to the relationships, what
happened to the pricing? And so we're

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going deeper and deeper and deeper,
and these are these negative consequences too.

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It's kind of like a fine line, Rachel, where the customer is kind

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of like, ouch, I give
I get that, you get that we

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have a problem. Why don't you
tell me what we can do about it?

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Now, I just want to give
people spirit or what you can do

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about it if you reach that point
in a conversation. Everybody's afraid to reach

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that point. But in reality,
less than one percent of the time does

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a customer actually go to feel like
they've gone too far in discovery that they're

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like pushing you back and saying,
you know, I get that we have

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a problem. So that's like,
don't think about that there. And when

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we say negative consequences, you're not
being negative. You're getting the customer to

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think about their problems or challenges,
and it so often comes to them in

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a negative way like negative consequences,
that it creates urgency. And your job

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as a seller is to make sure
at the end of these conversations they believe

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that they spoke about something with you
that has to be fixed. That's what

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the most elite sellers do. And
then the last thing I would say,

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Rach is, you know, building
credibility in the conversation. So many times,

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you know, I told you just
a pet peeve of mine. So

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many times people try to go personal
and they try to go like, hey,

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is that your family, and that
picture there, whatever, what keeps

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you up at night? Blah blah
blah blah blah. Those books, if

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you got them on your shelf,
throw them out. It's human behavior.

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Doesn't work that way, at least
it doesn't anymore. And what I think

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is also one thing we got to
be careful of. When people think about

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doing discovery, they're like, oh, man, I'm getting them to rat

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out the competition, my competition.
And that's not what you want to try

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to get a customer to do.
You want them to focus on the problem.

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Let them come to their own reality
that you know what, I have

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a vendor right now that's supposed to
be helping me with this problem that isn't

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and I still have this problem.
So I always like to say, Rachel,

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let's be loyal to those not present. Focus on the problem and the

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competitor or the vendor. It's going
to raise their head around them. The

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reason why they still have that problem
is because they're with that competitor. Does

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that make sense right? They can
draw their own conclusions there. You don't

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have to point it out. You're
pointing out the challenge they have. And

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you know, you make some great
points there about approaching these converx stations with

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empathy not coming out a minute negative
way, even though it's negative consequences.

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You're trying to illuminate right to the
customer ways themselves. But your ability to

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have the conversation it opens the door
for your being able to share how you

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can fix it. The customer probably
knows they got a problem. Yeah,

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I mean, I'm thinking about the
challenges that I'm dealing with right now.

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I know they're there. Yes,
I could have a conversation about it,

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more like a therapy session. Can
you help me? That's what it is.

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And you know another concept, John, you mentioned slowed answer, which

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I love. That concept is what
we talk about when we're talking about discovery,

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uncovering customer problems, getting them to
persuade themselves. Another one we often

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use is on ramps. We say
that there are several on ramps to a

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customer conversation, and I think that
applies here. Can you talk a little

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bit about what we mean by that
and why it's relevant to value a customer

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gets from discovery. I like it, And if you don't mind, let's

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keep that dance analogy going is that
typically two people can't lead in a dance

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because it just doesn't work. And
I'm not an expert dancer, but you

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know, I know, like in
ballroom dancing or whatever, they teach people

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like, Okay, sometimes you're leading
and sometimes you're following, and you've got

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to be good at both. So
we have this saying that says wherever you

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are, there you go. Because
people are like, Okay, what step

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next? What do I do first? What I do second? What do

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I do third? And reality is
in these conversations there are a lot of

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different on ramps. There's on ramps
with different people, There's on ramps with

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different problems, there's on ramps with
different departments or different outcomes. So in

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order to be truly present in a
discovery conversation, you have to ask yourself

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where am I? I mean,
it's really you might hear Kaplin say it

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in a meeting sometime to himself,
or he might say it out loud Where

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am I? And people might think
I'm crazy? But what I'm trying to

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do is get grounded with where am
I in relationship to this customer? What

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persona are they? First? And
foremost, what problems or challenges do they

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have? What am I trying to
accomplish in this conversation, and so you're

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responsible to meeting the customer wherever they
are. You know that we talk about

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that, Rachel, that you get
delegated to those that you sound like.

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And when you don't approach a conversation
like being cognizant of on ramps, what

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happens is you wind up missing that. You're like talking to an economic buyer

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about the tactical things that have to
get done on a maybe decision requirements or

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what have you, or the other
way around, you're talking to a technical

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champion and you're pounding them on the
business implications of what's going on and your

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right to talk about these things.
You've got to understand the technical issues,

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you've got to understand the business implications. But it's your job to stay focused

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in the slow dance and Rachel at
Forest Management, you know what we've spent

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twenty years doing. I talk about
the buckets, Like when you go into

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a conversation, you got to fill
up three buckets. No matter who you

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are, You've got to fill up
positive business outcomes, required capabilities, and

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metrics before you can even pivot and
talk about yourself. So that being said,

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I go, okay, I know
I got to get the positive business

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outcomes. I know, I got
to get the require capabilities, and not

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just to require capabilities. I got
to get them in a way that they

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are favorable for me and for the
customer, which means they have to be

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influenced by my differentiation. Okay,
and I know we have to understand how

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they're going to measure success because today's
measurements become tomorrow's proof points. Okay,

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let's simplify this. Let's just go
into conversations knowing I got to understand the

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business implications. I got to understand
the technical require capabilities in a way that

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they're favorable for me, influenced by
my differentiation. And I got to understand

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how the customer's going to measure success. Okay, smart guy, who are

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you talking to today? Okay?
What part of this outcome that I'm going

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to need? By the way,
Rachel, before I start talking about how

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we do it, how we do
it different or better, and where we've

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done it before, I got to
get those three buckets filled up. So

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I ask myself, what role is
this person that I'm talking to? What

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do they play? Is this an
economic buyer? Am I going to talk

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to them? About technical requirements,
probably not A. Is this an economic

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buyer? Am I going to talk
to them about business implications? Probably yes?

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Am I going to understand how we're
going to measure success? Probably yes.

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So the whole point there is we
want you to go into conversations and

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first understand from an outside end point
of view, where are this customers coming

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from, what are the positive business
outcomes, what are the technical requirements,

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and what are the metrics? Okay, who am I talking to? I

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have to adjust my language based upon
who I'm talking to, because if you

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don't, you get delegated to those
that you sound like. And at the

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end of the day and only then, Rachel, you know, that's the

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first part of the backswing we talk
about like a golf swing. That's the

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backswing of the golfing in order to
really pivot and smash that ball down the

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middle of the fairway, we have
to align that to Okay, now that

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I've earned the right to tell you, let me tell you how we do

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that, How you do what well? How we do those require capabilities?

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Let me tell you how we do
it differently or better than anybody else and

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where we've done it before. That's
what I mean, Rachel when I talk

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about that slow dance, and the
slow dance is customers willing to be led

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if you can take them to a
place they can't get to on their own.

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If you're asking them questions that you
could have got from somebody else,

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that's not going to work. If
you're doing things like asking them about technical

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capabilities when they're really focused on the
business implications, that's not going to work.

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So that's what we mean, Rachel, by just making sure that we

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really align ourselves. And it's our
responsibility too. If you want to slow

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dance and you want to lead,
you got to know how to lead.

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Wow. That was a mouthful,
wasn't it. Both those on ramps help

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with that alignment. John. And
when you say you get delegated to who

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you sound like it's not great for
you as a salesperson, right, you're

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going to get stuck in the lower
runs of the organization. But the other

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flip side of that is that what
you're bringing to that particular person is not

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valuable. They are going to move
you to somebody where you can provide value.

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The customer is not getting the value. So all of this that you're

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talking about with the slow dans and
the on ramps. If you execute it

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correctly, it's you are getting the
right information you need to craft an awesome

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opportunity and get a great deal.
But also your customer is gaining value from

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every interaction that they have with you, which pays dividends multiples of dividends.

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It's like, Rachel, you get
instant feedback, like I want reps.

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If you're listening to this, like
just open your eyes. If you're on

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zoom, open your eyes and look
what's the customer doing? Are they lead?

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Are they looking at you? Are
they looking down at their watch?

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Are they doing answering messages or typing
on their computer? You get instant feedback,

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man on this one, Like if
you're leading them and they're happy with

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the dance, they're with you,
they're asking you questions, Hey, what

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did you mean about that? I
didn't quite understand that question. If you

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think you get through like a ten
minute conversation and you're the only one talking

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at the end, they just kind
of go like you find yourself going yeah,

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and you know, like, who's
the dude that ran across when he

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says and that's all I have to
say about that? Who was that,

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dude, what movie was that Forrest
Gump? When he's done spewing and then

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the customer doesn't even look back.
Customer's not even looking at him, he

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says. And that's all I have
to say about that. If you feel

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like you're in that position, then
it's not working. You're not leading.

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Does it make sense Rachel? Yeah? Absolutely, And everything you've said here

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really goes to having a great customer
conversation. But maybe John, you can

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kind of break down what good looks
like when you have a customer folks discovery

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session. What does that feel like
as you're filling up those buckets? What

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happens? Yeah? I know.
Okay, so what you're asking me is

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like from the customer's point of view, kind of like, how does it

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feel? I like that? So, as I said earlier, you know,

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the customer has convinced themselves that they
have a problem, and that's the

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ideal situation. They're like, they're
owning the problem and say okay, and

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their mindset is switching to well,
let's talk about how what we can do

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about that, and they should be
telling you what they need and if you've

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done it right, it's aligned to
what you provide they'll be like, Okay,

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I think I need this or I
think I need that, and you've

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done such a good job. They
don't even realize that it's your differentiation they're

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talking about. They don't even realize
that it's your solution they're talking about,

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because you've done discovery so well,
you've made it their idea and the customer

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wants a next step. Okay,
when you're getting off these calls and they're

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like, okay, and that's all
I have to say about that, and

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the customer's like, hey, it's
really nice to meet you or whatever,

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or you're not good shape. You're
not in good shape, stop the presses.

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You know, a lot of times, what I'll do Rachel in those

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situations when I feel it's just not
working, I ask a customer like,

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hey, what do you like about
what we talked about today? And then

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what caused you pause? And it
always helps me when I feel like I'm

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not hitting the mark, you know, And it's not always when I'm just

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feeling and I hit the mark.
I actually do it, like on every

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sales call, like mister missus customer, what did you like most about what

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we talked about? And it should
be like well, I think you understand

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my problem, and I think I
have a real good understanding of you know,

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what your solution can do. I
mean, that's heaven right. Well,

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give me a couple of things that
cause you pause. Well, John,

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I don't know how much your solution
costs. You know, I know

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I'm doing a good job at the
end of a call when somebody says that

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to me, I really like what
we talked about, but I'm a little

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hesitant because I don't know what it
costs. That means I wasn't talking about

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features and functions and talk trying to
talk about pricing. You know, I'll

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get a lot of people debate me
on that. Oh they should know you're

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hiding something, na I don't think
so. I think when that comes up,

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I say, mister MSUs customer,
I promise you were going to talk

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about the cost, but I want
to do it in ways that so I

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make sure that what I'm saying totally
reflects your problem and the challenges. And

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then if we do that right,
the cost will be just kind of like

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a return on investment. And I've
had really really good success with that.

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And then other things is that they
have an urgency and that they're they're kind

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of genuinely interested in how you do
it, and they're the ones asking about

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have you ever gotten off a call? And the customer's like, hey,

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you know, let's talk about next
steps, and you're like, holy smokes,

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I got a little lazy there for
a second, like I was just

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going to get off this phone and
the customer's asking for the next steps.

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It happens. You know, we're
making a lot of these calls every day,

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and you know, sometimes you're just
going to feel those things and thank

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god, that's a good sign where
the customer says, hey, Rachel,

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when are we going to have the
next call? So you can tell me

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like what you're going to sell me
and how you're going to sell it to

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me, and just celebrate that,
know that you know you just missed something

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there. But it's you know,
I chuckle when somebody says that, Yeah,

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I mean, thanks for keeping the
conversation going, mister missus customer.

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Let me get grounded here here,
I think are the next steps? And

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that's awesome. But how many times, Rachel, we get off the phone

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and we feel like we're just like
Forrest Gump, And that's all I have

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to say about that, and the
customers like, nice to meet you,

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see you later click holy smokes,
right right, because you build this great

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00:19:27.680 --> 00:19:32.720
momsum, you need to continue that. And we have some great content on

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what we call owning the next step. Make sure you're owning the next step.

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I'm going to link that in the
show notes. Probably a good time

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to bring up this concept of the
what we heard email great way a customer

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continues to benefit from that discovery session. Talk a little bit about what we

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do. Yeah, I like that
because we've been swimming around a little bit.

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Rachel like, we know that customers. You know, this is about

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customers reaction, right, and we
know by data that says, you know

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that seller deficit disorder. The customers
do not believe that we understand their business,

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and most of them don't believe that
we listen very well. And it's

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not an indictment. I'm talking about
myself too. I love the sales profession,

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but that's just a reality. Those
survey results don't lie, and they've

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been out there for about fifty years. So what you got to say to

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yourself is I need to demonstrate that
I heard the customer, that I'm listening.

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What better way to do that than
to start about you know, we

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call about it. What we heard
email, Well, what we heard is,

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mister missus customer. What I heard
was, here's an ideal one rage.

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What I heard was, these are
the positive business outcomes you're trying to

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achieve. In order to achieve those
positive business outcomes, these are the minimum

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00:20:45.880 --> 00:20:51.599
required technical capabilities that you talked about. I say minimum. What I mean

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by that is I'm not trying to
minimize it, but I'm trying to say

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these are must haves. Okay.
And then we talked about how you're going

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to measure success, Well, you
want I don't know what, Rachel.

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Most people on this listening to this
right now, they can't say that at

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the end of a conversation. They
can't send what we heard email. Okay.

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What we heard was basically me talking
to you for an hour about my

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features and functions. That's what we
heard on the last call, and that's

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why people don't come back to you. That's why they don't answer those emails.

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Okay, So what do you do
about it? You didn't have a

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great call, You're trying to send
something that's kind of like what we heard.

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Just turn it into something positive,
mister missus customer. What I like

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to be able to do is be
able to follow up with you and talk

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to you about the business implications from
our conversation. I don't feel like I

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00:21:40.160 --> 00:21:44.720
did a very good job with you
talking to you about what the business implications

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are. So I have some ideas
on what I read, but I'd like

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to talk to you more specifically about
that. Just be honest. What we

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heard should include how's theive business outcomes
require, capabilities and metrics, how they're

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going to measure success if it doesn't
for some reason. Wherever you are there,

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you go, that's where you're going
to go. You're going to call

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them back. You're going to ask
to talk to them again, and you're

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going to say, I'd like to
spend a little bit more time talking about

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00:22:12.599 --> 00:22:17.599
the business implications or I'd like to
spend a little bit more time talking about

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how we measure success. And I
got to tell you, man, like

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when you do it right, and
you did hear that and they said that.

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Customers more probably going to say to
you, hey, that was awesome,

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Rachel. You know, if you
showed it to him, I call

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it like a ten finger presentation.
A lot of times I'll have like one

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or two or three slides, which
is what we heard. Here's what we

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heard. Here are the positive business
outcomes, here's the technical required capabilities,

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and here are the metrics. And
the ultimate ultimate compliment is when the customer

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says, can you send those to
me? Because that means you were right

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00:22:52.359 --> 00:22:56.200
and you did a good job.
That's great. So be sure to check

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00:22:56.240 --> 00:23:00.839
out kailing it today. I don't
know about you. I'm killing it.

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00:23:02.319 --> 00:23:06.119
You got to you're warmed up.
I hope you're doing later. Is that

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00:23:06.240 --> 00:23:10.920
Easter holiday? Man, I'm all
warmed up. Well. As we've said,

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John, I think there's a ton
of value in what you've shared today,

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a lot of steps that we can
take as salespeople to just improve give

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us. You know, we say
sales is a game of inches. It

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gives you a couple more inches some
of these things that you're talking about.

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00:23:25.000 --> 00:23:29.000
Yeah, and as we said,
discovery helps you as a seller, but

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it also the way that you helped
deliver value to your customer early in the

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sales process. So wrap us up
with the bottom line as we leave here

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today. Yeah, I'm gonna be
kind of cautious on this bottom line because

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I know you're going to put great
content in these show notes, and what

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I want people to do is go
read the show notes, man, go

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read the content that Rachel's going to
put in here, because it's outstanding content.

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All these concepts we're talking about,
deep dive into them and get really,

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really comfortable with them. So that's
kind of like my first bottom line.

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And then the next thing I just
say is, just know that discovery

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is really, really important. It's
probably the most important part of the sales

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cycle, and not just for you. Does everybody understand that, not just

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for you. From a customer's point
of view, when you do good discovery,

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they feel like you understand their problem. They feel like you heard them,

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or you listen to them, because
that's what discovery is. It's two

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sided. Also, it's important to
go outside in. You have to earn

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the right to be able to talk
about what you do and how you do

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it. And you don't earn the
right by just starting off talking about your

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features and functions. Don't make assumptions
about my problem. The more you tell

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me I have a problem, the
more I'm going to resist you. Okay,

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So what I also want you to
know is that you always have an

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opportunity to recap. Wherever you are, there, you go, Okay,

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here the business outcomes. Oops,
I don't have business outcomes. No problem

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00:24:59.519 --> 00:25:02.880
redirect. At this point, I'd
like to be able to say, these

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are the business outcomes that we've heard, These are the technical required capabilities,

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and these are the metrics. I
feel like we did a really really good

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job on the technical requirements and on
the metrics. But I'm not sure done

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I've made the connection. Don't blame
it on the customer, blame it on

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yourself. I'm not sure I've made
the connection of the business implications. Like

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you know your CEO talking about the
number one problem we have is renewals or

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what have you. Just wherever you
are, there you go, and don't

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00:25:32.240 --> 00:25:36.240
forget. You get delegated to those
that you sound like. You get delegated

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to those that you sound like.
Jump in the water's great. Learn how

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to just say to yourself, wherever
I am, there I go. There's

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no scripts, there's no there's outcomes, but there's no scripts on step one,

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step two, step three, step
four. And the minute I learned

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that, Rachel, I felt so
much comfort more comfortable in sales. I

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know I got to have these three
buckets filled up, and that's when I

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know I pivot to talk about myself. That really simplified it for me.

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That's a great way to simplify.
A great takeaway for everybody listening to this

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episode, John Kaplan, thank you, my pleasure go get them all right.

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00:26:14.119 --> 00:26:17.640
Thank you, and thank you to
all of you for listening to the

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00:26:17.680 --> 00:26:22.759
Audible Ready Sales Podcast. At Force
Management, we're focused on transforming sales organizations

388
00:26:22.799 --> 00:26:29.920
into elite teams. Our proven methodologies
deliver programs that build company alignment and fuel

389
00:26:30.000 --> 00:26:34.160
repeatable revenue growth. Give your teams
the ability to execute the growth strategy at

390
00:26:34.160 --> 00:26:38.640
the point of sale. Our strength
is our experience. The proof is in

391
00:26:38.720 --> 00:26:45.079
our results. Let's get started.
Visit us at forcemanagement dot com. You've

392
00:26:45.079 --> 00:26:48.359
been listening to the Audible Ready podcast. To not miss an episode, subscribe

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