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When connecting executives, don't just align their roles. Ask your champion about the prospect's personality—are they bubbly, analytical, or direct? Then, select an executive from your team with a complementary personality to ensure they 'vibe' and build a stronger connection.
Bashify’s founder learned to hire not just for skills but for personality-role fit. She seeks extroverted people for client-facing roles, while preferring detail-oriented introverts for back-end tasks like packing kits. This nuanced approach improves job satisfaction and team dynamics.
Standard interviews are poor predictors of cultural fit. A more effective method is to hold an in-person workshop where the buyer and seller teams collaborate on a real-world execution plan. This reveals personalities and problem-solving styles in a way a polished presentation cannot.
Senior stakeholders rarely meet with sales reps but will meet with a peer. Frame your access request as 'matchmaking' your leaders with theirs (e.g., CEO to CEO, Head of AI to Head of AI). This strategy leverages ego and builds higher-level trust, bypassing sales title bias.
For founders who find networking events challenging, a simple tactic is to attend with an extroverted colleague. The extrovert can break the ice, creating a low-pressure opportunity for the introvert to then join in, share their expertise, and make a memorable impression.
The first 60-90 minute conversation with a potential target is dedicated entirely to exchanging personal backgrounds and life experiences. The acquirer's CEO leads with a vulnerable story to build trust and assess three key traits—commitment, passion, and likability—before financials are ever discussed.
To break the intimidation barrier with powerful executives, reps should first focus on shared human experiences rather than professional differences like education or title. This mental shift from 'what's different' to 'what's the same' humanizes the interaction and reduces anxiety.
Move beyond surface-level discovery questions. Asking 'What do you value most in a partner?' forces prospects to articulate their core needs for a relationship (e.g., responsiveness, consultation). Their answer quickly reveals if there is a fundamental values alignment, a better predictor of success than technical fit.
In complex B2B sales, customers ultimately buy from people they genuinely like and want to work with. Likability isn't just about being friendly; it is the foundation for building the champions and executive relationships necessary to close large deals.
When reaching out to a potential mentor, go beyond their professional history. Michal Preminger advises doing 'serious research' to find a personal commonality that can create genuine chemistry, making the mentor want to invest their time long-term, not just for a single 30-minute call.
Don't force yourself into a generic sales persona. Use personality assessments like CliftonStrengths to identify your innate talents. If you excel at individualizing rather than winning over a room, build your sales process around deep, one-on-one relationship building.