WEBVTT

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Stay focused on the who, the
why, the how and the when,

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and you've got a really you've got
a much better chance of making the right

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decision for that given opportunity. You're
listening to the audible Ready Podcast, the

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show that helps you and your teams
sell more faster. We'll feature sales leaders

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sharing their best insights on how to
create a sales engine that helps you fuel

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repeatable revenue growth. Presented by the
team Afforce Management, a leader in B

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to B sales effectiveness. Let's get
started. Hello and welcome to the Audible

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Ready Sales Podcast. I'm Rachel Clett
Miller. Quick here at the top.

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Have you checked out a sender midasender
dot co. If you like the content

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we're putting out on the podcast,
you'll love the content we're publishing on a

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sender almost every day. Be sure
to check it out. Brian Walsh is

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joining me today to dive into a
topic that I think a lot of you

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are dealing with. Hi, briand
Rachel. Hello, all right, so

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today we are going to talk about
pilot projects. Some of you may be

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in those sales process. You're in
these meetings, you feel like you got

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a great position here to move a
deal forward, and the customer says,

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hey, let's just try a pilot
project first. So Brian, I know

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we're going to kind of dive in
and how you deal with that and how

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to counteract that, and when you
want to do it and when you don't.

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But first, let's talk about why
these projects pop up and make their

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way into our sales conversations. The
obvious the answer is the economy, right,

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It's the old line from politics,
it's the economy, stupid, and

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that wasn't at you, right,
But everything's got more pressure, everything's got

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more heat and light, everything's got
more people involved or fingers in the pie.

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And that's typically the number one reason. But even if it's not the

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economy, this happens all the time, even when the economy is good.

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And I think that's one of the
big question right. So I know we

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can go deeper here in a second, but the why is always the first

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question I got to ask myself,
Is that really what's happening in this moment

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in time? Because in this moment
in time, it'd be easy when somebody

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says, oh, I think we
need to do a pilot to just assume,

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oh, it's the economy. But
it might not be so even if

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a time like this, it might
not be the economy. When the economy

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is good, it's definitely not the
economy. So the first question is,

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well, why, what's the why
behind that? Is this a political landscape

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conversation? Is it a resources conversation
other than money, like people or time?

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Is it a competing project with a
completely different alternative? Is it a

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competitive conversation? So digging under the
coverage to get to the why, I

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think is always the first place to
start. And there's reasons why you may

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want to move them forward. And
if we look at the why, why

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would we want to move why?
Is it a good reason to take on

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a pilot? Yeah? When is
it? I think there are four things.

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It's the who, the why,
the how, and the when.

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And doing a pilot for any of
the wrong reasons against these four questions is

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never a good idea. And it
often happens because we have a tendency to

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react to a request because we are
good people, we're problem solvers, and

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we want to react to a requests
instead of stopping and really thinking through all

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of those factors. So with that
in mind, it's also a chance in

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that moment when this idea of a
pilot comes up to also frame the negotiation

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that's happening before the customer even realizes
we're negotiating. Now, that might be

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a conversation for another day, but
I will say this, we have a

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tendency, as they said, its
sellers to give things away without thinking about

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it because we're solving, like we
want to help. We're givers, as

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you know. I'd like to say, but remember every request that comes from

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a customer, including something like this, hey, let's do a pilot whatever,

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especially if it's veiled. You don't
know why, but this is a

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chance to expand the conversation and begin
to trade. And so when you do

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that consistently, when you expand the
conversation before you respond and start to trade

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things of value, you're actually keeping
others in this case the customer, that

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you will never just roll over and
give something, but instead you'll always look

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to find ways to create more value
for both sides before you decide whether or

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not. In this case, the
ask of a pilot is a good idea

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for both of us. So once
you've assessed that, what do you need

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to do as a salesperson and you
know some of this is like in the

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implementation of heart. But what you
need to do to increase the likelihood that

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these pilot projects will lead to a
more permanent solution. Let's stay on our

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four factors might just right, like
it's the who, the why, the

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howl, and the lens. Right, let's just kind of break each one

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of these downs on the who conversation. I gotta be asking myself in questions,

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who's this person in the organization who's
asking for this? How much power

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and influence do they have? And
what part of the buying decision, the

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economic buying, the technical buying,
or just like the and when I say

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just it's not the discount or the
implementation part of the decision. And will

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other people listen to this person?
Right? Is this person a coach or

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are they more than that? Are
they a potential or even a current champion?

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So those are some of the examples
of what I've got to be asking

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myself and my team about the who. Then there's the why. What's the

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real objective of this pilot? How
are we going to measure the ultimate success?

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Now that this is important, how
are we going to measure the ultimate

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success of a pilot is one thing. A sixth week or a six month

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pilot has got some sort of finish
line objectives, right, positive business outcomes,

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as we like to say. But
the other thing you got to have

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in places are a short term metrics. So what are the metrics we have

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in place to ensure that we can
course correct during the pilot if we're not

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on track? If I got a
three month or six month pilot, I

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better have some shorter term metrics in
place that tell us whether or not this

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is on track. And this is
a critical question because without these metrics,

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you're starting at point A and the
hopes of getting the point Z with nothing

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in between you to tell you whether
not you're still on track, and that

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rarely rarely turns into anything more than
like let's go to church and a light

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of candle in the hopes that we
get a great outcome. Right. And

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then there's the how so around the
concept of how what's the specific plan to

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include players from both sides, the
responsibilities, the date, etc. Who's

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the sponsor of this pilot and what
are their objectives and level of buy it?

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How are we going to keep everyone
informed in a consistent fashion. What

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happens if one side or the other
is not holding up their end of the

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bargain? And how will we communicate
results and move forward based on success or

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any lad thereof. So like,
here's all of that going on, it's

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the who, it's the what's the
well? How are we going to make

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sure this happens? And then last, not least, maybe the easiest of

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the ford to answer is the win, like, what are the real timelines

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for this pilot? Are those appropriate
and achievable? And what happens that those

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timelines aren't met by either side?
I think there's a level of detail that

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you've got to go into if you're
gonna do a pilot. And oh,

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by the way, this applies to
somebody asking for a proof of concept.

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Right, it's very similar, right, very similar, but even more so

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here because the money's now on the
line. There's more money on the line

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of the pilot than there it's even
with a trial, right or a proof

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of concept. So those are the
questions I'm asking myself or my teammates if

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we're really trying to consider whether or
not a pilot is a good idea.

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Great questions. I hope those of
you who are getting this question a lot

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from your prospects are writing those down. I want to go back to when

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you were talking about the why the
metrics conversation. We talk a lot about

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metrics, getting metrics as part of
your sales process, with or without a

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pilot project, power we measuring success, and sometimes it can be difficult to

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get those nailed down. So I
want to talk a little bit about that,

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because, as you said, it's
really critical when we're dealing with these

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pilot projects. So how do I, for lack of a better term,

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force the metrics to that outcome conversation
with my customer? How do I get

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my customer to see the importance of
that. Yeah, this is a really

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important point, Rachel, and it's
actually another example of negotiation as a skill

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that we're going to pull on throughout
the entire opportunity pursuit. There is a

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cost to a pilot and there's a
cost to both thought. So I would

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not shy away from the question you've
got. It's really really critical and I

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know already mentioned it, but without
metrics, both short and long term,

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metric pilots often turn into nothing more
than science experiments. Yeah, and hey,

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I'll be the first to a minute, and sometimes the science experiment is

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okay. Sometimes we want to do
a science experiment as much as the customer.

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We got something new, we're looking
for early adopters, whatever, but

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pass that and choosing to do a
science experiment purposefully, and even then there

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should be metrics the back of the
majority of time, no metrics equals no

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decision. And I think that's the
key, because you know, a lot

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of times pilots are being run by
technical buyers, and eventually they're the ones

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who have to go to the economic
buying audits and ask for more money or

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real money to take the pilot to
a larger scale. And if you can't

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answer the business questions that the economic
buyer cares about, you got yourself with

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science experiment, and as good as
your technical buyer might feel about it,

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it ain't going anywhere else. So, you know, someone who doesn't want

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to have a metrics conversation is a
red flag for me, yea, and

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I won't do the pilot in that
case because without success measures and an identic

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to fight sponsors the appropriate level,
we're just all kind of spending our wheels.

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Now, I want to be clear. If somebody calls me and says,

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hey, I have X amount of
money to spend, and I have

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to spend it today by five o'clock. Do you want it? Okay,

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I'm not suggesting you should say no, take the deal off the street.

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I'm good with that, but you've
got to at least understand that if you

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want us to turn into something bigger, Right, if this is an opportunity

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or an account where there's more runway
for us, before you take that fifty

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thousand dollars or one hundred thousand dollars
or whatever they have to spend, you

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better have a couple of these conversations
in your back pocket ready to have.

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Hey, how are we going to
measure to the success of the use of

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this bend? Because I want to
help you look good inside of your organization.

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That's all. Like, we don't
have to overcomplicate this, but we

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might if it's a twelve million dollars
deal, but if it's just want to

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make sure I'm sending that message you
know, everything is appropriate. How's that

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right? Yeah, we're not above
that. Yeah, that's right. No

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metrics, no decision, no successes
are great takes from that little segment there.

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Okay, Brian, what sort of
things am I doing along the way

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through implementation of the pilot to make
sure we're holding tight to what was promised

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in the beginning, to keep reminding
the customer of the endgame. Here.

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Great question, and I might have
said this earlier or pointed to it earlier,

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but I think there are just three
things to remember. Right One,

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you've got to have agreed upon processed
steps again short term metrics that we can

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constantly stay on top of so that
we can fourth correct if required. And

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these have to be visible, tangible, and or measurable. That's the first

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thing. The second is you've got
to have agreed upon, assigned and aligned

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roles that have clear with sponsibility from
both sides. And then, last,

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but not least, you've got to
have agreed upon communication processes with the right

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capital right people, like I'm screaming
that the right people throughout the pilot with

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some agreed upon rules of the road. I mean, it's really all about

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the front end set up with some
well thought out and agreed upon standards of

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how are we going to do this, who's doing what and when, and

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how are we going to keep the
right people engaged so that we can make

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good decisions throughout right because then it's
just a assumes part of the process.

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I mean, you almost embedded into
the pilot when you lay out those rules

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of the road. And my next
question kind of goes to that when you

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mentioned doing this early, how do
I make sure I'm anchoring on the I.

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If this is successful, then we
are going to do this sort of

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that crux move into moving these pilot
projects into more permanent solutions. How do

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I do that early in the process. Another great question I think this is

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attaches to the why conversation, right. It's because if this isn't establishment,

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you're kind of wasting people's time and
money, including your companies and your own.

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You've got to be working on the
right deals at the right level of

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depth and breadth right as appropriate for
that opportunity. So I'm not suggesting that

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the ask is always the same thing, but for every pilot there does have

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to be an objective for that pilot
and a corresponding set of next step and

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action. Otherwise, give me your
money and I'll give you what you want

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for the plot. Like it's kind
of a I don't want to say it's

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a waste of time. That's a
bad way to put it, but it

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might be now that I say it
out loud, like you can find yourself.

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Let's play this out. Imagine getting
a pilot with someone thinking to yourself,

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this is one department in a large
organization. I can get this pilot

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in here, and then I can
take our solution and go company why and

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trans and have a transformational effort inside
of the company. Well that's nice,

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of course, if nobody inside of
the customers organization knows that it ain't ever

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going to happen. And now you
sign up for a pilot with one person

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and even maybe they've agreed, but
you don't have any upfront agreement or alignment

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or access to other people that ain't
going to happen, you know, So

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you are wasting your time, or
at least you're dreaming about something that ain't

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going to happen, right, and
it just becomes bad for your professional brand.

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Right. You become an order taker. You're not a problem software,

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you're not adding value to the customer. You are becoming an order taker and

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to your taking the office street.
But in the broader sense, you don't

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want to be doing this consistently.
I love that you just said that,

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because it reminds me too, that
when you do these well at the level

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that I'm talking about, it's another
example of setting yourself apart by how you

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sell, not what you sell.
And I'm here to tell you ninety percent

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of organizations out there will have significant
appreciation for how you handle this conversation.

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And I'm not looking to say no. I'm looking to say yes, but

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I'm looking to say yes in a
way that is measured appropriately for the opportunity

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and the long term opportunity and put
a skin in the game on both sides.

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Yeah, and the appropriate level of
skin, right, that makes sense?

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Yeah, Yeah, we're following great
and there's a lot of great takeaways

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today, Brian. Then I know
people can keep the top of mind as

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we wrap up. Feel free to
bring in any other final points that you

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want, But I'd also love for
you to wrap up by giving us a

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rundown of those key questions you need
to ask yourself when a potential pilot project

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surface itself in your sales conversation.
Okay, so I don't want to oversimplify

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it, but just remember these four
words who, why, how, and

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when period? And then I was
having this conversation with an organization this week

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about getting in a room to talk
about a live opportunity. As an example

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of that, you're probably going to
find yourself in a room talking to other

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people about this pilot. Might be
you and your manager, or might be

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you and four other people. But
when you're in that moment, you've got

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to create a culture where other people
asking you these questions, well, who's

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involved, why should we do this? How are we going to make sure

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it's successful from both sides? Eat
When you're getting asked those questions, it's

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not viewed as an inspection, but
instead it's viewed as an opportunity to look

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at this deal more strategically so that
we can make really great tactical decisions.

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So it becomes coaching, non inspection. I'll just leave it at that,

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finished with the stay focused on the
who, the why, the how and

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the when, and you've got a
much better chance of making the right decision

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for that given opportunity. Thank you
so much, Brian, thank you,

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thank you. And these are the
type of topics I'll say it again that

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we are taking on in our platform. As sender. You go through a

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sales training and you learn the big
rocks, but sometimes when you're executing your

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sales process. Things come up like
pilot projects. Are asking for a pilot

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project? What do I do?
And you want to figure out your best

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next steps? You can ask these
questions in our community. Brian's taking questions

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and Tonella, John, Tim,
Patty Mack. They're all there. Go

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ahead and check it out my data
center dot co. And thank you for

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listening to the Audible Ready Sales podcast. At Force Management, we're focused on

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00:17:22.200 --> 00:17:29.400
transforming sales organizations into elite teams.
Are proven methodologies, deliver programs that build

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00:17:29.480 --> 00:17:34.160
company alignment and fuel repeatable revenue growth. Give your teams the ability to execute

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00:17:34.200 --> 00:17:38.559
the growth strategy at the point of
sale. Our strength is our experience.

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00:17:38.839 --> 00:17:44.000
The proof is in our results.
Let's get started. Visit us at force

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00:17:44.119 --> 00:17:48.880
management dot com. You've been listening
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miss an episode, subscribe to the
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