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Sales Process

Don’t Trip on the Way Down

Jay Spielvogel

This past week, I was reviewing some opportunities with a sales team that specializes in providing automation equipment solutions.  During the review, one of the reps shared that he had reached a high-level General Manager at a target company. According to the rep, the GM responded with interest, citing concern with his existing equipment’s ability to keep up with demand.  He enthusiastically suggested that the salesperson follow up with his internal operations person and even gave him the direct line to call.  The salesperson “diligently” asked if he could reference this conversation when calling the lower level report, and after receiving this final endorsement, moved to close out the call and thank the GM for his time and interest.  On the surface, this salesperson seemingly stumbled upon an amazing opportunity: speaking directly to top decision-maker about his needs and concerns, and garnering excitement about how the rep’s solution could help the end user organization. How often does that happen?

However after further reviewing the interaction and looking below the surface of the scenario, I couldn’t help but wonder, “What will happen when this salesperson calls the lower level operations person?”  Often, when salespeople are endorsed “down the ladder,” the person at the lower rung does not respond with the excitement and anticipation expected. I have seen too many lower level people override the endorsement by either ignoring the calls or brushing the salesperson off.  Naturally, the salesperson instinctively fights their way back up the ladder to report this challenge to the original endorser in this case, the General Manager.  Unfortunately, either because the moment is gone, or for political reasons, these attempts to regain access to the General Manager are much more difficult than anticipated and often futile.

So, what’s the solution? How do we deal with this opportunity threat before it happens?  The answer is to have what we call a “Post-Endorsement Dialogue”, which consists of a few simple questions for the GM during the initial call to diffuse potential threats: 

  • Have you discussed your concerns with the operations person?”
  • What were his/her(?) thoughts on the issue?”
  • What is the possibility he/she will not be open to speaking with me?”
  • Is this issue critical enough for us to speak a little further?
  • “Would you be willing to introduce us?”

The objective would be to get the GM more engaged and willing to help insure a successful outcome.

Many experienced salespeople reading this article may be thinking, “I would always push to have the General Manager involved in the first meeting.”  While this is the best-case scenario, the challenge is that quite often it backfires when the lower-level person shows up.  But why?

How many times have you done an amazing job selling the power-person and then they introduce their lower-level people to gain consensus? How often do those people look to justify their value by poking holes in your solution?  Whether for self-protective reasons or simply to protect the status quo, they take a dominant role in the situation and act as an opposing gatekeeper.  Unfortunately, in many cases, any attempt to regain the favor of the higher-level stakeholder is met with, “I appreciate your hard work here and the solution your company is offering, but I have to trust the people who work for me and their opinions.”

Here again, the “Post Endorsement” dialogue is the ounce of prevention that is worth a pound of cure.  When the high-level stakeholder offers to introduce you to the lower level report, several additional questions can help avoid the above scenario

  • “What is the possibility he/she may pushback prior to, or during the meeting?
  • “What would some of his/her objections be?
  • “How would you feel about those objections and how would you respond?”
  • “How do you want me to respond to any pushback during the meeting?”

The key in both these scenarios is to create alignment with the higher-level stakeholder, prior to engaging with their lower-level reports, which can be accomplished by asking some critical questions.  This approach will also allow you to explore and amplify the top-level person’s perspective on the issues, concerns and vision.

Ultimately, the objective is to evoke a sense of interest and urgency with the top person, so they protect us from tripping on the way down.

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Sales Process