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Instead of offering a 'free' product or service, which triggers suspicion and sends you to procurement, ask to speak with the person responsible for compliance. This reframes your role from a salesperson to a compliance expert, directing you to the correct decision-maker who understands the operational risks.

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Engaging with procurement early commoditizes your solution and centers the conversation on price. Instead, sell value to the actual users and decision-makers first. By the time procurement is involved, the decision and price should already be negotiated, leaving them only to process the final transaction.

Sales efforts die in procurement, which is focused solely on cost. To have a meaningful conversation about value and risk, you must target the actual user of your service, like a facility or maintenance manager. They are the ones who feel the pain of non-compliance and will advocate for a superior solution.

To avoid sounding pushy when asking critical questions about a deal's viability, frame them as necessary steps to ensure the customer's success post-implementation. This shifts the intent from closing a deal to building a successful partnership, encouraging open answers.

When partners or customers need a quote solely for compliance reasons, don't see it as a waste of time. Instead, openly acknowledge the situation and offer to provide a simple proposal. This transparent, no-BS approach saves you from forecasting inaccurately and builds significant goodwill, often turning a transactional request into a strong future relationship.

By proactively asking about potential deal-killers like budget or partner approval early in the sales process, you transform them from adversarial objections into collaborative obstacles. This disarms the buyer's defensiveness and makes them easier to solve together, preventing them from being used as excuses later.

To get a senior leader's attention, shift your outreach from asking for something (a meeting) to giving something (a valuable insight). Most prospects are inundated with requests. By proactively offering help or a unique perspective relevant to their problems, you reframe the interaction from a sales pitch to a valuable consultation, making them want to engage.

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 seeking a sales meeting, position your outreach as an effort to educate multiple levels of the client's organization on crucial industry trends. This transforms your request from a potential threat into a collaborative value-add, making your existing contacts more willing to facilitate introductions.

In the final deal stages, a sales manager's most effective move isn't to go over their rep's head to the executive. Instead, they should proactively contact procurement to "grease the skids" and ensure a smooth process, positioning themselves as a helpful resource.

Get past gatekeepers by acting like an important person, not a salesperson. First, "slide by" with minimal information. If pushed, lead with your trigger/context and put pressure back on them. If pushed again, use social proof. This gradually reveals information while maintaining an air of authority.