To effectively influence partners, you must understand their priorities. A scrappy research method is to watch their executives' public interviews or internal all-hands meetings. This reveals their strategic goals and allows you to frame your proposal in their language, increasing its resonance.

Instead of seeking consensus, your primary role in a group meeting is to surface disagreements. This brings out the real challenges and priorities that are usually discussed behind closed doors, giving you the full picture of the problem before you ever present a solution.

The goal of asking questions isn't just for you to gather information. It's a Socratic dialogue designed to help stakeholders think differently and arrive at the real need themselves. By guiding their thought process, you build deeper alignment and co-create a better solution, rather than just extracting requirements for yourself to fulfill.

After a group discovery call, don't just set one follow-up. Schedule brief, individual breakout sessions with every stakeholder. This creates multiple parallel threads, uncovers honest feedback people won't share in a group, and builds momentum across the entire buying committee, dramatically increasing deal velocity.

Treat meetings with various stakeholders (CTO, CFO, COO) as practice sessions. Telling the same story multiple times allows you to observe what resonates, identify weak points, and refine the message before a high-stakes presentation.

To gain buy-in, guide people to your desired outcome through a curated series of questions. This allows them to feel like they are discovering the solution themselves, creating a powerful sense of ownership. They are more likely to commit to a conclusion they feel they helped create.

When meeting with senior leaders, shift the focus from your status updates to their priorities. Ask what's top of mind for them, what challenges they face, and how you can help. This reframes you from a direct report into a strategic ally, building trust and social capital.

Executives are inherently skeptical of salespeople and product demos. To disarm them, frame the initial group meeting as a collaborative "problem discussion" rather than a solution pitch. The goal is to get the buying group to agree that a problem is worth solving *now*, before you ever present your solution. This shifts the dynamic from a sales pitch to a strategic conversation.

Instead of a top-down agenda, Brad Jacobs has his leadership team collaboratively create it for key meetings. Attendees submit and rank questions based on pre-read materials. Only the highest-rated topics make the final agenda. This bottom-up approach ensures the meeting focuses on what the team collectively deems most critical.