I moved to London in 1983 to start up a tech company after spending years as a successful sales person. After years of ‘understanding’ and ‘qualifying’ prospects, getting appointments and networking, presenting and following up, I thought I understood buyers well-enough to become one. But I was wrong. My new role taught me the differences between selling and buying: I hadn’t realized how the complexity of my Pre-Sales activity determined whether or not I’d buy:
As a sales professional my ultimate job was to place solutions; as a buyer, my main focus was to create and maintain Excellence.
As a sales professional I struggled to say/offer the right thing, at the right time, to the right prospects, in order to close; as an entrepreneur and potential buyer I had to continually manage change using the most efficient, integrous, and least disruptive route to success to maintain happy employees and clients, and a great product.
As a sales professional, I sought to influence those who needed my solution; as a buyer, I couldn’t fully define my needs, make adjustments, or resolve problems, until all voices and impediments to change were factored in.
Selling and buying were different: different goals, different behaviors, different communication and thinking patterns. And before becoming a buyer myself, I hadn’t fully appreciated how severely the sales model limits itself to seeking and finding only the low hanging fruit – those who have gone through their internal systems checks and realized they cannot fix their problem themselves and know, precisely, the sort of solution that would be acceptable and cost effective.
As a buyer, the very last thing I needed was to buy. But when I did buy, it was based on my ability to manage change without disruption, not on my need. Even though I had needs, my vendors didn’t close me until almost a year after they met me; if they had entered to first help me address my change I could have closed/bought months earlier.
THE JOB OF A BUYER
As a buyer, my problem was not having needs but in addressing any disruption I’d face in addressing the needs: before bringing in anything new in, I had to first enable congruent change along a murky path between the status quo, and Excellence and respect
- the rules and brand of the company,
- the well-being of the employees and staff,
- the integrity of the product or service provided,
- the congruence and integrity of the status quo,
- the needs of the customers.
The challenge was to be better without losing what worked successfully, to ensure
– everyone involved agreed to a common solution,
– I had consensus and a route through to congruent change,
– I was absolutely certain I couldn’t fix the problem with something convenient or familiar,
– I managed a range of idiosyncratic decision factors that involved my investors, my Board, my staff,
– I had all my ducks in a row and considered any needs in terms of systems congruence, and
– I made sure any change or purchase maintained our status quo or created a new one congruently.
Even though I was the Managing Director/Founder, it wasn’t totally up to me how, if, or when to resolve problems. I had a well-oiled machine to consider, one that had a few problems, but did a lot successfully; I didn’t want to throw the baby out with the bathwater. I had to discern how to reach Excellence in the most efficient way and create the least disruption to the employees, company and investors. And the last thing – the very last thing – I needed was to buy anything.
– Who did I need to get agreement from? And how would their combined voices shift the thoughts on the needs, the outcome, and the process? What was the fallout if I forgot some of the voices?
– What would be the inflection point between the risk of change and the reward of Excellence?
– How could we fix the problem ourselves? At what point would we realize we couldn’t?
– How could we be certain that the people, policies, rules, and goals we had in place would fit comfortably – would buy-in – with anything new we might do? And was it possible to know the downside?
Once I realized that my needs were not the driving factors, and the change issue was a problem of Systems Congruence (I had to maintain what worked and find a way to expand the status quo to adopt the new) I used my Asperger’s systems-thinking brain to code the 13 steps from problems to Excellence and design a change facilitation model (Buying Facilitation®) so my sales staff could sell more:
- Assemble all the right people – decision makers and influencers of all types – to get consensus for any change at all. This proved to be challenging and not obvious to discern all – all – of the people who had to be included;
- Enable a route of discovery through collaboration so all voices, all concerns, were added into the mix and get approved for action by a consensus. This was a systems-change issue, not a solution-choice issue;
- Find out if there was a cheap, easy, risk-free way to fix problems with groups, policies, technology we already had in place;
- Discover the risks of change and how we’d handle them;
- Realize the point where there was no route to Excellence without bringing in a new/different solution;
- Manage the fallout of change when bringing something new in from outside, and determine how to congruently integrate a purchase into our status quo.
The change process we all went through was idiosyncratic and iterative (My book Dirty Little Secrets describes the process.). No outsider would ever understand what was involved during our change process; even I didn’t understand what would be involved when I began. What surprised me most was that only the last 4 steps were involved with making a purchase. And my journey to a purchase was defined by my Buying Decision Path. Indeed, I coined this entire process the Buyer’s Journey.
A WALK THROUGH THE BUYER’S JOURNEY
Initially, like all buyers, I didn’t know what I didn’t know: I didn’t know WHO really needed to be involved (It wasn’t obvious due to the hidden influence from some of the folks peripherally involved.); I couldn’t know if we could FIX THE PROBLEM OURSELVES (Once we reached consensus as to the nature of the problem, we needed to attempt to use our most familiar resolutions.); I didn’t know IF I needed to buy anything (I merely wanted excellence. A purchase is disruptive and couldn’t be considered until all else was proven lacking.); and it wasn’t until there were no other options, did we consider seeking an outside solution.
In other words, even though we had needs, buying anything was not the objective nor the first thought. When I had an idea of something that needed improvement I needed to hear from the appropriate folks to flush out their issues before we’d have a complete fact pattern; we all had to agree to the goals, direction, outcomes, results, risks, and path to change – confusing because every voice and job title had different priorities, needs, and problems. It was a delicate process, and there was no clear path forward until we were almost at the end of the path. Every buyer goes through some form of this; they never begin at the end where sales enters.
This is where buyers go when they’re silent. They’re not dragging their heels or seeking lower prices; they need to traverse their entire Buying Journey to get to the point of even becoming a buyer. And the process of navigating through the people and policies within the status quo to garner consensus for a potentially disruptive change is a confusing process. It certainly can’t be driven by knowing about, or considering, an external solution.
As a seller I recommended my prospects include the ‘right’ people; I even attempted to help them make good decisions. But I was an outsider. And I was biased by my directive of wanting to sell, or understanding how my solution would fit; no one from outside the system could ever understand the internal politics and relationship issues to be managed. As an entrepreneur there was no one to guide me through this; not schooled in systems thinking, I had to figure out how to navigate this minefield on my own.
This is the Buyer’s Journey – the route from the problem recognition, to the assembling of the appropriate people (idiosyncratic; not obvious), to the research and trials and workarounds to fix the problem with known resources, to the change management issues, to the point of defining the type of solution that will resolve the problem with least disruption.
The act of selling, I realized, does not create buying. But with a different hat on, by entering first as Change Facilitators, sellers could enter the Buyer’s Journey at the beginning and efficiently help prospects navigate through the confusion first, to enable those who will buy, end contact immediately with those who cannot, and then gather data, pitch, and sell with very specific data and a familiar buyer.
NAVIGATING THROUGH THE ENTIRE JOURNEY: THE JOB OF BUYING FACILITATION®
My own sellers used Buying Facilitation® as their first tool even when prospects would call in to us, to guide buyers through their own 13 steps, and then sell to the ones who had all their ducks in a row (We had an eight-fold increase in sales). The time it takes buyers to navigate these steps is the length of the sales cycle. And buyers must do this anyway – so it might as well be with us. Sellers wait (and wait) while buyers do this and then hopefully be there to pick off the low-hanging-fruit. Might as well start at the beginning, be Servant Leaders, and find/close more buyers.
As part of Buying Facilitation® I coined the terms Buyer’s Journey, Buy Cycle, Buying Decision Path, Buying Patterns, Buying Decision Team, and Helping Buyers Buy between 1985 and 1993:
Buying Decision Path represents the set of 13 steps from problem recognition and garnering consensus, through to recognizing and managing change in a way that enhances the status quo – all before getting to the stage of purchasing anything. It’s possible to facilitate and discover those who could buy and efficiently help them navigate the steps to purchase and get into the Buying Decision Team. A buying decision is a change management process.
Buy Cycle represents the time it takes from recognition to Excellence, from seeking internal solutions to making a purchase. It’s a change management process, not a solution choice process.
Buying Patterns explains the unique and idiosyncratic actions each buyer takes along their journey to Excellence.
Buyer’s Journey includes the full fact pattern and set of decision and change issues between discovery and decision to buy anything and manage change. This is not merely a journey to a purchase. It’s a journey to Excellence.
Buying Facilitation® is a generic change facilitation model for influencers (sellers, coaches, leaders, managers) that helps buyers traverse and uncover their hidden path to change with Systems Congruence and consensus. It includes a unique set of tools that includes Listening for Systems, a Choice Model, and Facilitative Questions. Buying Facilitation® demands a systems thinking brain and eschews trying to sell anything until or unless the buyer knows exactly what they need and how they need to buy – the first 9 steps of their Buying Journey. After all, you’ve got nothing to sell until they have something to buy. And all the information you share isn’t relevant until then.
All buyers – even individuals buying a toothbrush, as well as complex sales – go through some sort of internal change management before they’re set up to buy. It’s about the buying, not about the selling – two different activities. Do you want to sell? or have someone buy? By putting on a consulting/coaching/facilitation hat, it’s possible to discover and enable real buyers quickly.
BUYING FACILITATION® FACILITATES THE BUYER’S JOURNEY
Here’s what we don’t know as sellers when we first reach out to buyers to understand need or find a prospect:
- Where buyers are along their decision path.
- How many, or if, the requisite Buying Decision Team is in place, and ALL appropriate voices have been heard so a full evaluation of the upsides and downsides to change can be considered.
- Until ALL voices have been heard, there is no way to recognize or define ‘need.’
- Who is a real buyer: only those who know how to manage change, and get consensus that they cannot fix the problem internally are buyers. Need doesn’t determine ability to buy.
- The fallout of the risk factors, and the ability for any group to withstand change.
- The types of change management issues that a new solution would entail.
The sales model does a great job placing solutions, but expends too much energy seeking those few who have completed their completed Buyer’s Journey and are at the point of being ready/able to buy. Sales believes a prospect is someone who SHOULD buy; Buying Facilitation® believes a prospect is someone who CAN buy and has the tools to invest in efficiently facilitating the Buyer’s Journey from the first moment of the first call, and THEN selling. to those who are indeed buyers.
For less time and resource, we can actually lead buyers down their own change route and recognize who will, or won’t, be a buyer. In one conversation we can help them discern who they need to include on their Buying Decision Team; if we wish an appointment, the entire Decision Team will be eagerly awaiting us. On the first call we can find buyers at different stages along their journey who need our solutions but aren’t yet ready to buy. We just can’t use the sales model until after it’s established who is actually a buyer.
The differentiating factor is that we start out not trying to sell, or qualify, or determine needs (You’re now only closing less than 5%, so obviously that approach isn’t so successful.) but as Change Facilitators, with the goal to help Buyers manage their OWN Buying Decision Path; we trust that our buyers have their own answers, and our solutions may be a part of their solution. We’re outsiders; we can never know the intricate politics and history of a buyer’s environment.
Let’s enter earlier with a change consultant hat on, to actually facilitate buyers to the point where they could be ready to buy – and THEN sell. We will find 8x more prospects, immediately recognize those who can never buy, and be true Servant Leaders. Otherwise we’re merely wasting over 95% of our time and resource seeking the low hanging fruit, and missing a vital opportunity to find, and close, those who WILL buy.And more will buy, and quicker.
I know that some of the recognized sales models (Challenger) talk about ‘buying’. But they are using ‘buyer-based’ terms in service to placing solutions, of finding ways to influence, persuade, or manipulate buying. But buyers don’t buy that way. They first need to navigate through their entire Buyer’s Journey. Help them. Then sell.
Sharon Drew Morgen is the the orginal thinker and visionary behind Buying Facilitation®. She has trained the model globally to over 100,000 people world-wide in sales, coaching, leadership, and change management. Sharon Drew is the author of the NYTimes Business Bestseller Selling with Integrity, and the Amazon bestseller Dirty Little Secrets, and other books on how buyers buy. She is also the author of the game changer What? Did you really say what I think I heard? and teaches listening and communication to ensure we all hear each other accurately. Sharon Drew is a speaker, trainer, consultant, coach, and author. firstname.lastname@example.org
Source: Sharon Drew Morgen