Shift from a process defined by meetings (Discovery, Demo) to one defined by milestones (Problem Agreement, Priority Agreement). This prevents artificially slowing down high-velocity deals or rushing complex ones, as the number of meetings required to reach each agreement can vary.
Related Insights
You can't skip a fundamental agreement stage, like getting problem buy-in before proposing a price. However, you can and should look for opportunities to achieve multiple agreements within a single meeting. This combines stages, condensing the sales cycle without missing crucial validation steps.
Instead of waiting until the end to close, establish the meeting's potential outcomes upfront. Get the prospect's permission to deliver a 'no' if it's not a fit, and pre-agree on a specific next step if neither party says 'no'. This eliminates the buyer's power to stall later on.
Mark Casaglo advises against process stages like "discovery call" or "demo call," which are seller-centric. Instead, structure the process around securing five key buyer agreements: problem agreement, solution agreement, power agreement, commercial agreement, and vendor approval. This reframes selling around buyer commitment rather than seller activity.
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.
Frame your sales stages around the decisions you need from a prospect (a 'get'), not the tasks you must complete (a 'do'). For example, the goal isn't 'do a demo,' it's 'get agreement that you're the vendor of choice.' This encourages creativity and efficiency, preventing unnecessary activities.
Frame the sales process as a series of small commitments. The objective of a prospecting call is to book the first meeting. The entire objective of that first meeting is then to earn the right to have a second meeting. This simplifies the goal and focuses on building momentum.
Adopt the mindset that the meeting's purpose is for you to determine if the prospect qualifies to be your customer, not for you to convince them to buy. This posture shifts control, positions you as the prize, and forces the prospect to prove they are a serious potential partner.
At the end of a call, ask to briefly review the 3-5 core problems discussed. This crystallizes the conversation and reminds the prospect of the seriousness of their issues right before you ask for a commitment. This makes them more likely to agree to a concrete next step because the value of solving their problem is top-of-mind.
Don't measure deal progress by the number of meetings held. Instead, define specific exit criteria for each sales stage. A deal only moves forward when the prospect meets these criteria, which can happen with or without a live meeting. This reframes velocity around outcomes, not activities.
Shift the first meeting's goal from gathering information ("discovery") to providing tangible value ("consultation"). Prospects agree to meetings when they expect to learn something useful for their role or company, just as patients expect insights from a doctor.
