Chapter 15
IN THIS CHAPTER
Creating and maintaining a sense of urgency
Setting goals for success
Increasing your momentum daily
Working to a structured plan
Taking action today is one of the most important mindsets that a new business salesperson can have, because only by taking action can you reach your goals and hit your targets. The today part is especially important because you have to start sometime, or nothing will ever happen. Sales can be a lonely place, but it can also be the most rewarding of places. Because a lot of the time you’re plowing a lonely furrow, you can easily hide and keep your head down, but you need to avoid falling into this syndrome.
Today is the best time to start taking action to put yourself in control; nobody is going to do it for you, and in new business sales, you need to, and be seen to, lead from the front. In this chapter, you find out the importance of setting goals, building momentum, and having a structured plan as you take action every day.
New business sales is perhaps the only role within a company where you need to define for yourself how you’re going to set about achieving your goals, and you have a real responsibility to deliver against those goals. Nobody else is going to do it for you; the buck stops with you.
You may not necessarily like taking action today, but you just have to do it until it becomes an instinct or second nature to you. If action is required, then why put it off if you’re to be seen as a leader? Create a sense of urgency around everything that you do, both internally and in front of prospects, and this sense of urgency will become infectious. It gets things done and sets the ground rules that you’re action oriented. After creating that sense of urgency, you need to maintain it and make it the norm for the way you operate; you’re a doer and an achiever.
In the following sections, I explain how action overcomes inertia and describe the importance of setting goals and having a peer or mentor review your goals.
In taking positive, decisive action today, you need to overcome the inertia that may be holding you back, and only you can make this change. You need to do so to provide the correct mindset for new business sales success. As you find out throughout this chapter, you can do a number of things to proactively make the change to being action oriented.
Sometimes the biggest changes come from the smallest beginnings. If you have 20 or 50 or 100 calls to make, just pick up the phone and make the first one. After that, continue with the next, and it becomes easier. Make it a habit, for example, to not have your first coffee of the day, or even to sit at your desk, until you’ve made the first five calls, and this will become a pattern quickly, giving you a victory over inertia.
You need energy to overcome inertia, and you need to supply energy in the new business sales role. Lead from the front, not letting inertia hold you back. Just get on and do what you need to do but in a deliberate and focused way, and inertia will soon be consigned to history. For example, I didn’t want to write this particular subsection of the book at the moment and was trying to convince myself that I could do it later. Guess what? I just sat down at the keyboard and began typing; I let my actions overcome my inertia.
When I was in my early thirties, at the beginning of my move into a full winning new business role, I was told about the importance of goal setting and specifically about the importance of writing down your goals. To say that I rebelled would be an understatement. Of course, I knew better, or so I thought. Writing down goals was plain stupid and a total waste of time, which is what I told anyone who would listen. I had a sales mentor at the time who decided it would be a wise move to stay away from the subject when discussing new business planning with me. That was probably the right move for him from a self-preservation point of view but the wrong move when it came to helping me with winning new business. Single-handedly, this probably cost me two years of lack of correct focus, but it was only later that I had an aha moment and realized just how important both setting goals and writing them down really are.
So what type of goals should you set, and how should you do it? The following sections explain.
Headline goals are the top-level goals that you need to hit in order to deliver the sales performance that’s expected of you. In defining your headline goals, think of the big picture, not the underlying details. Here are some examples of headline goals:
You then need to break these headline goals into stages that form part of your routine action and activity planning; you may choose to do so by quarters. So, for example:
Your unique situation will lend itself to a specific set of goals that are necessary to meet your winning new business objectives. The example in the preceding section serves as a good starting point, but you need to make your goals just that — your goals — rather than simply following a prescribed procedure. So split your objectives into time-related parts, and define the goals that you need to achieve along with the necessary tasks at a macro level that you need to deliver against. These then become your goals.
Having goals to achieve is a significant factor in driving you to take action today, but they’re more effective when you share them with a peer or mentor review. Knowing that you need to report back on progress toward hitting your goals prevents you from backsliding on them. For example, changing the due date on a goal is all too easy if you don’t feel like committing the time to it today and have no one to keep you accountable. Of course, doing this is cheating only yourself.
On the other hand, if you have to discuss progress on your goals with a peer or mentor on a regular basis, then you’ll likely think twice before just changing a date or skipping some action because you don’t feel like doing it. Be accountable in your review and see it as a positive force to keep you on track. Try to make sure that you have a review weekly, and remember that it doesn’t need to be formal or time-consuming; in fact, it shouldn’t be time-consuming at all if you work it into your normal daily routine.
In new business sales, momentum is everything. Building and sustaining a sense of momentum is one of the key differentiators that separate the top new business salespeople from the also-rans.
Taking action by making an immediate start each day, with no room for procrastinating, sets the right tone. As you arrive at your desk, you need to already know your action plan and just get on with it. Maintain your focus on the task at hand, and don’t attempt to spread yourself too thinly by taking on peripheral tasks. Concentrate your effort on building, maintaining, and qualifying your pipeline, and the momentum will build.
In Chapter 22, I discuss these metrics and their place in the role of winning new business, but as far as momentum is concerned, you need to be aware of them and be able to track your activity in relation to them. The following sections describe the importance of building momentum and explain how qualifying and planning help.
One of the reasons for building sales momentum is that success really does lead to more success. Lecturing about systems and processes and expecting people to take it on board is all well and good. They may remember 50 percent of the information and act on half of that. By rolling up your sleeves and getting on with the job rather than just talking about it, you make all the necessary difference to results; early success is quickly followed by further success, and the pattern repeats, all because you build and sustain momentum. It really is that important in winning new business.
When I begin a new client project, I always tell the client that my role is to help him build and maintain momentum and to do all that I can to ensure early sales success, which will lead to a step change in his approach to winning new business.
When discussing momentum, the first thing that generally comes to mind is that it’s a positive thing; momentum drives you forward and toward your goals. You need to be aware, however, that negative momentum prevents you from achieving success just as effectively.
Some years ago, a respected psychologist proposed a three-step model for changing momentum in individuals, and it’s relevant today in new business sales:
This may sound a little dramatic, but if you think about it for a few minutes, you’ll see the logic as applied to new business sales. The disruption required can be your wake-up call to change perhaps a realization that you’ve fallen into a negative momentum spiral.
Old-school sales training taught people to always be closing, and to an extent, this remains valid for some consumer sales, such as the more irrational or left-brain purchases like clothing, cars, and maybe even real estate. It has no valid role in business-to-business sales, however, where today’s buyers are sophisticated and market savvy. A much more realistic approach in business-to-business sales is to always be qualifying.
Qualifying is a continual state done throughout a sales cycle, not just once at the beginning. You have to accept that prospects change their minds sometimes, that needs change, that new internal and external influences come to bear, and that priorities change. Just because you qualified last week doesn’t mean that qualification will still be valid tomorrow, so make sure that you keep on top of events.
I’d go so far as to say that qualifying is the single most important part of a new business salesperson’s job. I rate it as being more important than prospecting, presenting, handling objections, and structuring the deal, all of which are vital components in the new business salesperson’s role, but qualifying is right at the top of the pile. By continually qualifying, you continue to build momentum in your sales cycles as you’re always forward thinking and always looking for the next reason to move quickly.
In building and maintaining a sense of momentum, you need to make every minute of your working day count. So, for example, don’t arrive at your desk in the morning and spend the first half-hour wondering what you should do. Being able to get your working day off to a fast start just takes a bit of organization and a lot of willpower to avoid the usual distractions, but achieving it can set you up for a winning start to the day, which can then propel you forward.
Technology also has a role to play here in getting you organized. (I cover the role of technology in Chapter 4.) Consider how you can make some significant gains to time, especially first thing in the morning, by taking advantage of the help available to you with technology. Anything that makes the job of a new business salesperson easier to plan and execute has to be worth exploring.
You can achieve individual sales success easily enough with a haphazard approach, but it won’t deliver sustained success over the long term. The only surefire way of delivering a consistent flow of profitable new business is to follow a structured process or methodology.
If you search the Internet for sales processes, you find many, often conflicting, systems, but the common theme is that a winning sales process needs to be repeatable and scalable. In my opinion, it doesn’t matter in an absolute sense which process or methodology you follow, as long as you have and follow one that works for you.
Don’t jump between methodologies, though; select the one that works best for you, and implement it, taking the time to understand the methodology and why it leads you down a particular path. Most methodologies teach you to keep the bases loaded — that is, have numbers of prospects at each stage of the sales cycle to keep the pipeline fueled.
The following sections go into more detail on having a structured, active approach to winning new business.
The last thing you need to be doing is running around chasing every potential prospect that rears his head, regardless of qualification, in a desperate attempt to pull in some business. I’ve seen this happen too often, and without exception, it’s a sign of a process that’s either nonexistent or out of control.
Success in sales isn’t by accident; it’s the result of very deliberate focus and planning. Sales in the 21st century is a solid profession, and one that you should be proud to be engaged in. I am.
As in any profession or occupation, you need to give yourself the best chance of success by consistently learning and applying best practices. Don’t accept second best. Nobody said that you have to play fair against competitors as long as you play ethically. Nothing is wrong with seeking to give yourself an unfair advantage by playing to your specific strengths. Don’t be pushed into playing by someone else’s rules; set the agenda for yourself. If your approach or solution lends itself to a particular approach, then load the dice in your favor and focus on this as the key attribute in the sale, and then get everyone else playing to your tune.
For example, if you discover that a competitor is focusing on a specific feature of a solution that you’re perhaps not a leader in, then turn the attention to something else. Find a reason to draw the prospect’s attention away from where you don’t want it to be and onto where you do want it. Use a case study, for example, or use an industry statistic to reinforce your message today and to keep the discussion where you want it to be. Learn a lesson from politicians here; observe how they deflect questions back to areas that they want to discuss.
If winning new business sales has a single absolutely key attribute, it’s making use of a replicable sales process or methodology that guides you through the prospecting and qualification steps in a coherent and consistent way, giving you a clear competitive advantage. Don’t try to reinvent the wheel with every sales cycle; go with a tried and tested system that’s designed for your situation.
I once had a new salesperson join my team who had been promoted internally from a more technical sales support role, and he had a penchant for working hard. He was in the office early and stayed until late most days, and he learned the ins and outs of the set of products that he was given responsibility for and got immersed in detail. His client-facing skills were nonexistent, but that would come with training and support. But he would just not take on board any feedback about how to focus on the things that mattered instead of drowning in detail at a product level. After months of coaching, he wasn’t getting any better, and eventually we had to conclude that he wasn’t cut out for a new business sales role.
Had he worked with a sales methodology and used replicable processes, like everyone else did, he could have been a success, but he “knew better” and was determined to do it his way. Sadly, his way was a one-way street out of a sales role.
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