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com

27th InternationalConferenceofthe
TOCPractitionersAlliance TOCPA
www.tocpractice.com

August1618,2016Johannesburg,SouthAfrica

B2B Marketing and Sales using


TOC as an example a hands-on
practical workshop

Barry Urban, TOCE Consulting, South Africa


16th August, 2016

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

www.tocpractice.com

Barry Urban

Yourlogo

Urban used to be a Chartered Accountant until he was


introduced to TOC in 1991 through the GOAL and
became a Jonah and a Jonahs Jonah after which he
joined the Avraham Y Goldratt Institute in South Africa as
an Associate. He has been consulting to businesses and
Placeforthephotoofthe
organisations in many diverse industries and fields for 22
presenter
years. Urban likes new challenges and tries constantly to
find solutions to things which prevent him from better
assisting his clients. He therefore reads widely to
explore new ideas some of which are not considered
best practice. He is currently involved in Rapid
Planning projects with AT Verband, assisting
barry@toceconsulting.co.za
municipalities in Vietnam, Rwanda and Egypt.
+27 (0)83 709 7990

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MyWHY

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LimitingBeliefs

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ExampleofExponentialGrowth
Closing
Ratio

Numberof
Prospects

Numberof
Customers

Average
Customer

Gross
Sales

Now

200

20.00%

40

R1,000

R40,000

1)

240

20.00%

48

R1,000

R48,000

2)

200

24.00%

48

R1,000

R48,000

3)

200

20.00%

40

R1,200

R48,000

4)

240

24.00%

57.6

R1,200

R69,120

ActualGrowthAchieved

72.80%

Smallimprovementsineachareawill
giveyoudramaticgrowthoverall

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UNDERSTANDINGHOWCUSTOMERS
MAKEDECISIONS
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TheWayweThinkthatweMake
Decisions

TOC

LOGICAL
COMMON
SENSE
Interference

EMOTIONS

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TheWayweActuallyMake
Decisions
LOGICAL
COMMON
SENSE
Overrules&
Justifiedby

TOC

EMOTIONS

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Everyonesdecisionsare100%
basedontheirEmotions

YES
MAYBE
NO
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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HumanBrain

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MARKETINGANDSALESASASYSTEM
OFDOORS
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TheSequenceandRoleofthe
SystemofDoors
The
Service/
Product

Different
iating
Value
Proposition

TheWHY
ofyour
business

The
Problem
Solved

The
Market
Strategy

Building
Your
List

The
Initial
Contact

The
First
Meeting

The
Sale

Product/
Service
Delivery

After
Sales

Loyalty&
Referrals

The
Target
Market

Further
Meetings

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OpeningtheDoors
Witheverystepinthe
processyouronlyaim
istoopenthedoor
thatstandsinfrontof
you,nothingelse!

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#1. THEWHYOF
YOURBUSINESS?
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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SimonSinek StartwithWHY
Peoplethink,actor
communicatefrom
theoutsidein,from
WHATtoWHY,from
clearestthingtothe
fuzziestthing.
WesayWHATwe
do,wesometimes
sayHOWwedoit,
butwerarelysay
WHYwedoWHAT
wedo.

The
Golden
Circles
WHY

HOW
WHAT

TOC

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PeopledontBuyWHAT youdothey
BuyWHY youdoit!

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TheGoldenCirclesandthe
BiologyoftheBrain

WHY

HOW
WHAT
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TheGoldenCirclesandthe
BiologyoftheBrain

Neocortexis
theseatof
Languageand
whatwe
Think
Limbic
Systemisthe
seatofour
feelingsand
our
behaviours

WHY

HOW
WHAT
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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GoldenCircles
WHAT
Everysinglecompanyand
organization,bigorsmall,in
whateverindustryorsector,
knowsWHATtheydo.
Everyoneiseasilyableto
describetheproductsor
servicesacompanysellsor
thejobfunctiontheyhave
withinthatsystem.WHATis
easytoidentify.

HOW
Somecompaniesand
organisationsknowHOW
theydoWHATtheydo.
Whetheryoucallthema
differentiatingvalue
proposition,proprietary
processoruniqueselling
proposition,HOWsare
oftengiventoexplainhow
somethingisdifferentor
better.Manypeoplefalsely
thinkthesearethe
differentiatingormotivating
factorsinadecision.

WHY
Veryfewcompaniesor
organisationscanclearly
articulateWHYtheydo
WHATtheydo.
Tomakemoneyisnota
WHY,itsaresult.
WHYisyourpurpose,cause
orbelief?
WHYdoesyourcompany
exist?
WHYdoyougetoutofbed
everymorning?
AndWHYshouldanyone
care?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ClarityofWHY
Itallstartswithclarity.You
havetoknowWHYyoudo
WHATyoudo.Ifpeopledont
buyWHATyoudo,theybuy
WHYyoudoit,soitfollows
thatifyoudontknowWHY
youdoWHATyoudo,how
willanyoneelse?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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DisciplineofHOW
HOWsareyourvaluesor
principlesthatguideHOWto
bringyourcausetolife.HOWwe
dothingsmanifestsinthesystems
andprocesseswithinan
organizationandtheculture.
UnderstandingHOWyoudo
thingsand,moreimportantly,
havingthedisciplinetoholdthe
organizationandallitsemployees
accountabletothoseguiding
principlesenhancesan
organizationsabilitytoworktoits
naturalstrengths.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ValuesmustbeVERBS

Itsnotintegrity,itsalwaysdotherightthing.
Itsnotinnovation,itslookattheproblemfromadifferentangle.
Articulatingourvaluesasverbsgivesusaclearideawehaveaclear
ideaofhowtoactinanysituation.Wecanholdeachother
accountabletothemmeasurethemorevenbuildincentivesaround
them.
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ConsistencyofWHAT
AWHYisjustabelief.Thatsallitis.
Everythingyousayandeverythingyoudohastoprovewhat
youbelieve.
HOWsaretheactionsyoutaketorealizethatbelief.
WHATsaretheresultsofthoseactionseverythingyousay
anddo:yourproducts,services,marketing,PR,cultureand
whomyouhire.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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AuthenticityMatters
Authenticityisaboutshowing
theworldwhatitisthatyou
believe.Authenticitycannot
beachievedwithoutclarityof
WHY.Whensalesmen
actuallybelieveinthething
theyareselling,thenthe
wordsthatcomeoutoftheir
mouthsareauthentic.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TraditionalExamples
WHAT

HOW

CALLTOACTION

Wemakegreatcomputers.

Theyrebeautifullydesigned, Wannabuyone?
simpletouseanduser
friendly.

Heresournewcar.

Itsgotleatherseats,low
fuelconsumption,and
affordablefinancing.

Heresourlawfirm.

Ourlawyerswenttothebest Hireus.Youwontbesorry.
universitiesandwe
representthebiggest
clients.

Heresthecandidate.

Hereareherviewson
unemploymentand
education.Seehowsshes
different?

Youknowthatyouwantit!

Voteforher.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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StartwithWHY Apple
WHY
Everythingwedo,
webelievein
challengingthe
statusquo.We
believeinthinking
differently.

HOW
Thewaywe
challengethe
statusquoisby
makingour
products
beautifully
designed,simple
touseanduser
friendly.

WHAT

CTA

Andwehappento
makegreat
computers.

Wannabuyone?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TOCExample TraditionalWay
WHAT
TOCEConsultingareexpert
consultantsintheTheoryof
Constraints

HOW
Unlikemostlargeconsulting
companieswedonot
overwhelmyour
organisationwithmany
consultantsrunningupmany
billablehours,butinstead
oneorafewhighly
experiencedconsultants
workcloselywithyour
peopletobringaboutthe
requiredchange.

CALLTOACTION
Thereforwebringabout
substantialimprovementin
yourorganisationatmuch
lowercost.Youwontdo
betterelsewhere.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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StartwithWHY TOC
WHY

HOW

WHAT

Webelievethat
problemscannot
besolvedusingthe
samelevelof
thinkingthat
createdthem.You
havetochange
yourcurrentmind
set,evenifthe
resultingsolutionis
sometimes
counterintuitive,
inordertoachieve
anorderof
magnitude
improvement

Thewaywe
challengethe
currentthinkingis
byusingthefive
focussingsteps:
1.Identifythe
constraint,
2.Exploitthe
constraint,
3.Subordinate
everythingelse,
4.Elevatethe
constraint,
5.Startthe
processat1.
again.

Wehaveasmall
teamof
consultants
workingclosely
withyour
managementto
changetheway
thatyouview,
manageand
measureyour
system.

CTA
Wecanbring
substantial
improvementina
shortertime,with
lessdisruptionand
formuchlesscost.
Giveusatry,you
willnotbe
disappointed.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TheGoalofSales
THEGOALISNOTTODOBUSINESSWITH
EVERYBODYWHONEEDSWHATYOUHAVE,

THEGOALISTODOBUSINESSWITHPEOPLEWHO
BELIEVE WHATYOUBELIEVE
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LoyaltyisNotaProgram
Whenourdecisionsfeelright,werewillingtopaya
premiumorsufferaninconvenienceforthoseproductsor
services.Thishasnothingtodowithpriceorquality.
Loyalty,realemotionalvalue,existsinthebrainofthe
buyer,nottheseller.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Trust
Fulfillingallyour
responsibilitiesdoesnot
createtrust.Trustisa
feeling,notarational
experience.
Trustbeginstoemerge
whenwehaveasensethat
anotherpersonor
organizationisdrivenby
thingsotherthantheir
ownselfgain.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ImplicationsforYourBusiness

WHY
HOW
WHAT

Youhavetotalkaboutyour
WHY
andproveitwithWHATyou
do.
WHY isjustabelief,
HOWsaretheactionswe
taketorealizethatbelief,
WHATsaretheresultsof
thoseactions.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TOCandTheLawofDiffusion

Ifyouhavethedisciplinetofocusontheearlyadopters,the
majoritywillcomealongeventually.

ButitmuststartwithWHY.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TheTippingPoint

WhenyoustartwithWHY,thosewhobelievewhatyou
believearedrawntoyouforverypersonalreasons.Itis
thosewhoshareyourvaluesandbeliefs,notthequalityof
yourproducts,thatwillcausethesystemtotip.
Yourroleintheprocessistobecrystalclearaboutwhat
purpose,causeorbeliefyouexisttochampion,andtoshow
howyourproductsandserviceshelpadvancethatcause.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ConstantlyRepeattheMessage
Withagroupofbelieversall
rallyingaroundacommon
purpose,causeorbelief,
amazingthingscanhappen.
Butittakesmorethan
inspirationtobecomegreat.
Inspirationonlystartsthe
process;youneedsomething
moretodriveamovement.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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FindingWHYisaProcessof
Discovery,notInvention.

TheWHYforevery
individualor
organizationcomesfrom
thePAST.Itisbornoutof
theupbringingandlife
experienceofan
individualorsmall
group.Everysingle
personhasaWHYand
everysingleorganization
hasonetoo.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#2.
THEPROBLEMSOLVED
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TheProblemSolved
Theproblemsthatyouare
solvingmustbethesame
problemsthatthosewho
believewhatyoubelieve,want
solved.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Example TOC
TOCsimplifiesthe
complexityof
modern
operationsby
identifyingand
managingthose
fewtouchpoints
whichdetermine
theoutputofthe
entiresystem.
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OPENINGDOOR#3. THE
PRODUCT/SERVICE
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YourProductorService
Whatevertheproduct
orservicethatyousell,
ithastobealigned
withyourWHY.
Itmustresonatewith
yourbeliefs.
Itmustbecleartoyour
customerswhyyousell
it.
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YourProductorServiceMustBe:
GoodforYou(AlignedwithyourBeliefs)
GoodforYourBusiness(AlignedwithyourWHY)
GoodforthePlanet(NotharmthePlanet)

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Example TOC
InTOCwebelievethat
thereisinherentsimplicity
ineverysystem.
TOCchallengescurrent
mindsetsandparadigms.
TOCisbetterfortheplanet
asitenablesthebetter
exploitationofscarce
resources.
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OPENINGDOOR#4. YOUR
DIFFERENTIATINGVALUE
PROPOSITION
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WhatisaDifferentiatingValue
Proposition

ADVPis:
1. Anovert,uniqueclaimor
promiseofbenefitstemming
fromyourWHY,thatcanbe
seeninyourproductorservice.
2. Thatimpressivelymakesyou
distinctlydifferentfromyour
competitors.
3. Itisastrong,attractiveand
compellingcalltoaction.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Simple,Succinct,Memorable,
ConsistentandAppealing
Tobecomefirstandforemostinyour
customersmindyoumustpaintasimple,
succinct,memorable,consistent and
appealing pictureof
whoyouare,(YourBeliefs)
whatyoustandfor(YourWHY),and
whatyouregoingtodoforthecustomer
thatsattractiveandcompellingtohim.
(TheResultsforhimofdoingbusiness
withyou)

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OutrageouslyExciting

Youmustmakeanoutrageouslyexciting
promisewhichisofserviceorbenefittothe
customer.
Furthermore,youmustmakeitabundantly
clearhowyouareuniqueanddramatically
differentfromeveryoneelseindeliveringon
thoseovertbenefits,andeverythingyousay
mustbeentirelybelievable.

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BoldlyProclaimed
Youmustboldlyproclaimanybenefitsyou
produceforyourcustomerssothattheyhear
yourpromisesloudandclear.
Youwantyourmarketingmessagetocut
throughalltheotheradvertisingchatter
theyrehearing,sothatyoutrumpetforth
likeafoghorninthemist.

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UniqueandSpecial

Youmustalsoshowyouaredistinctly
differentfromyourcompetitors.
Youmustmonopoliseapieceofaprospects
mentallandscapewhereyoureperceivedas
beingdifferentfromeveryoneelse.
Youmustbeperceivedandbeingboth
uniqueandspecial.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TransferRiskfromProspect/
CustomertoYou

Moneyback
guarantees.
Replacement
policy.
Backupservices.
Reworkclauses.
Paybasedon
result.
Etc.

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Example TOC
BycombiningthecounterintuitivethinkingoftheTheoryofConstraintswith
manyother,triedandtestedaswellasleadingedgemethodologies,TOCE
Consultingoffersconsultingservicesthatareaimedatincreasingthebottom
linewhilebringingfocussedsynchronisationtoalltheelementsofyour
business.Wheneveryoneintheorganisationisalignedandtheproper
measurementsandcontrolsareinplace,then:
primaryflowthroughyourbusinessisincreased,
theneedforfirefightingissubstantiallyreduced,
costsareeasiertocontrol,
andyougettospendmoretimedoingwhatyoureallylovedoinginsteadof
longerhoursatwork.
Webringsubstantialimprovementinashortertime,withlessdisruptionand
formuchlesscostandwewillcontinueuntilthedesiredresultisachieved.
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Branding CommunicatingYour
DVP

Tryingtocommunicateyourdifferentiatingvaluepropositionisreally
hard.Absenttheproperlanguagetoshareourdeepemotions,our
purpose(WHY)andourCauseorBelief,wetellstories.Weuse
symbols.Wecreatetangiblethingsforthosewhobelievewhatwe
believetopointtoandsay,ThatswhyIminspired.

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TheElevatorPitchTOCE
Love,Hate,Create,Result

LOVE: ILOVEhelpingorganisationsdramaticallyincrease
theirThroughput.
HATE: WhatdrivesmeCRAZYiswhenorganisationswaste
moneyandefforttryingtoimproveeverything.
CREATE: SoIcreatedTOCEConsultingtoassistthe
managementoforganisationstoidentifytheoneorfew
resourcesthatareconstrainingthebusinessandIhelpthem
tofocusontheexploitationoftheseresources.
RESULT: Withtheresultthattheyquicklyexperience
exponentialgrowthinThroughput.
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OPENINGDOOR#5. DEFININGYOUR
TARGETMARKET
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GuidetoMarketSegmentation
Thereisnosinglecorrectwaytodefineyourtarget
market.Whatisimportantisthatyouendupwith
sufficientprospectsthatyouperceiveasbelieving
inyourWHYandwhopotentiallyneedyour
solutiontomakeitworthwhileforyoutomarket
tothem.
Whendecidingonyourtargetbeasspecificas
possible theorganisationandthejobtitleor
levelofthepersonthatyouwanttotarget.
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TheOrganisationandtheGolden
Circles WhotoTarget?
Shareholders
Board/CEO

Vision

WHY

Executive
Managers

HOW

Mission
(Values&GuidingPrinciples)

Employees

WHAT

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OPENINGDOOR#6. CHOOSING
YOURMARKETINGSTRATEGY
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ApproachingYourTargetMarket
Itisessentialthatyou
knowhowyourtarget
marketwantstobe
approached.
Thebestmethodof
findingoutistoaskyour
currentcustomers.
Youcanalsoaskasample
ofyourtargetmarket.
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MarketingStrategy
Method

Y/N

Method

Y/N

Method

Businesscards

Website

Storesignage

Televisionads

Salespeople

Brochures

Directmailletters

Facebook

Instoreflyers

Stationery

Billboards

Receptionist

Seminars

Videos

Newspaperads

VoiceMail

Postcards

Coupons

Radioads

SMS/Whatsap

Linkedin

Referrals

Yellowpagesads

Instagram

Tradeshows

Telemarketing

emails

Blogs

Banners

Google+

Knock&Drop

Clothing

Slideshare

Nametags

Twitter

Pinterest

Charity work

Networking

Etc.

Y/N

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BUILDINGYOURPROSPECTLIST

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ListBuildingMethods

TradeandIndustrymembershiplists
ChamberofCommercemembershiplists
ProfessionalBodiesmembershiplists
LinkedIn
Twitter
Facebook
Etc.
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EXCHANGEOFVALUEPRINCIPLE

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ExchangeofValuePrinciple
Ateveryengagementwithaprospecttheremustbe
anexchangeofvalue.

SomethingofValue

SomethingofValue

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SellthisBoxtoMe

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OPENINGDOOR#7. MAKINGINITIAL
CONTACT
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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WhatistheGoaloftheInitial
Contact?

Youareonlyseekingtosellonething
thevalueofthetimethattheyinvestfor
yourfirstmeetingi.e.openthisdoorin
ordertomovetothenextdoor

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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EffectivenessofMethodstoGain
aMeetingwithSeniorExecutives
Always Usually Occasionally Never

Arecommendationfromsomeone
insideyourcompany

16%

68%

16%

0%

Areferralfromoutsidethe
company

8%

36%

44%

12%

Aletterfromasalesperson
followedbyadirectcall

4%

20%

40%

36%

Acontactatanoffsitemeeting

0%

44%

32%

24%

Adirecttelephonecallfroma
salesperson

0%

20%

36%

44%

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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GettheMeeting
Cold
email+
cold
call

Pleasant

YES

Coffees
with
friends

WOM
Referrals

Network
ing

NO
Cold
call

Stalking

NO

Likelytowork

YES

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ExampleColdCallingScripts
TOCEConsulting
Hello,Mr..,mynameisBarry,andIhavea
waythatIcanincreasethethroughputofyourbusiness
withoutincreasingyourcurrentresources.CouldItake15
20minutesandtellyoualittlebitmoreaboutit?

Hello,Mr..,mynameisBarry,andIrecently
workedwithXYZCo.(Awellknownbusiness)andwe
succeededtoincreasetheirthroughputby30%without
increasinganyresources.CouldItake1520minutesandtell
youalittlebitmoreaboutit?
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ExampleColdEmail

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OPENINGDOOR#8. THEFIRST
MEETING
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ExecutiveQuestions First
PersontoPersonMeeting

Doesthesalespersonunderstand
ourneeds?Havetheydonetheir
homework(i.e.onourindustry,
ourstrategies)?Dothey
understandourkeybusiness
drivers?
Havetheybeenabletoconvey
howtheirproduct/serviceapplies
tome?Whyitisbetterthantheir
competitors?
Isthisindividualanempowered
decisionmaker,orwilltheyhave
toconsulttheirmanagerbefore
makingdecisions?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ExecutiveQuestions First
PersontoPersonMeeting

Isthesalespersonsapproach:
professional?
confident?
sharp(thinksonfeet,doesntuse
clichsandcannedspeech)?
honest(acknowledgespotential
shortcomings)?
reflective(listensratherthan
telling)?
flexible(hasanunstructured
agendaratherthanapre
determinedone)?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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RelativeImportanceofFactors
MeetingswithSeniorExecutives
5
4.5
4
3.5
3
2.5
2
1.5
1
0.5
0

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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4.5

FactorsforBuildingCredibility
withSeniorExecutives

4
3.5
3
2.5
2
1.5
1
0.5
0

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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PositiontoPositionSelling

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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FirstMeeting PeopleWantYou
tobeImpressive,NotSubservient

Thingsthatyousayand
docangivethe
impressionthatyouare
nottheirequal.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Prepare.ALot!
1. Knowwhoyou'remeeting.
2. Knowhis/herlikely
challenges.
3. FocusontheirRESULTs.
4. Preparesomethingyou'll
teachhim/her.
5. Preparecompellingstories.
6. Knowyourdesiredoutcome
fromthemeeting.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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SelfTest
1. Doyouthinkyour
communicationsare
generallygood?
2. Doyouthinkeveryone
else'saregenerallygood?
Sincemostpeopledon't
communicatewell,it's
relativelystraightforwardfor
youtostandoutfromthe
crowd.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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FocusonOthers'Successes,
NotYourOwn

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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SelfTest:Howdoyoustackup?
DoYou:
Yes No
1Prepareslidepacksformeetings,evenifnobodyrequestedone.
2Alwaystakealeavebehinddocument,evenifnobodyrequestedone.
3Preparewhatyou'regoingtosay,notwhatyou'regoingtoask.
4Whenatnetworkingevents,travelinpackswithcolleaguessoyoudon't
havetospeaktostrangers.
5Inmeetings,domostofthetalking.
6Inconversations,thinkImustgetmy#1priorityacross',ratherthanI
mustfindhis/her#1priority.
7Whenaskedwhatdoyoudo?,provideadetailedlistofallyourproducts
andservices.
8Whenaskedtoprepareacommunication,cut/pastefromlasttime's
ratherthanaskingexactlywhatthereaderwantsyoutoinclude.
9Dotootherswhatyouhatepeopledoingtoyou usewordyslides,chair
tediousmeetings,etc.
10Onslide1,bulletpoint1,usetheimmortalphrasewewerefoundedin
1922.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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BuildIntimacyandTrust GoSolo
Youwantyourfirstmeetingtotriggerasecondone.
That'stheonlyoutputthatmatters.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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PrePreparedSlidePacks
MakeThingsWorse

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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TheGuidingPrinciplesof
IssuesBasedSelling

Delivervaluebeforeaskingforissuesandchallenges.
Gainanunderstandingofhis/herproblemsand
underlyingissues.
Sharesimilarexperiences:thissetsyouupaspeers,and
helpsbuildgenuinemutualengagementandtrust.
Understandwhatvaluehe/sheattributestosolving
his/herchallenges.
Focusonhis/herRESULTs nottheworkyou'lldo.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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PrepareSomethingThatsNewto
Him/Her

InDixon/Adamson'sexcellentbookTheChallenger
Sale,theysharetheSalesExecutiveCouncil's
researchshowingtheimportanceofchallenging
customers.
Challengingtheirthinking helpingthemsee
thingsdifferently.
Teachingthemsomething.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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PrepareCompellingStories
FactsTell.StoriesSell.

Yourstoriesshould:
Beinteresting.
Besuccinct notmorethan
100words.
Buildcuriosity.
Directlyaddresshis/her
issues
andraisesomemore.
Berehearsed,but
spontaneous.
Containmultiplepoints.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ExamplesofGoodProbing
Questions

Pleasecouldyoutellmemoreaboutthat?
Whatwastheimpactofthatdecisiononyourbusiness?
Whatwastheimpactonyou?
Whathappenednext?
Howimportantisthisissuetoyou?
Wheredoesitsitonyourlistofpriorities?
Whyisthisissuesoimportanttoyou?
Whatisthedriverbehindaddressingthisissue?Cost?
Revenue?Risk?Allofthese?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ExamplesofGoodProbing
Questions

Whatisthebusinesscasefordoingsomethingaboutit?
Howwillyoumeasuresuccess?
Howwillyourbossmeasureit?
Whatbarriersareyoufindingtoaddressingit?
Howtimecriticalisit?Why?
What'sthecostofdelay?
Whatinitiativesareunderwaytoaddresstheissue?
Howmuchprogresshaveyoumadesofarinaddressing
it?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ThinkOMB
Objectives whathe/shewantstoachieve.
Measures howhe/she'llknowhe/she'sachieved
them.
Benefit thevaluetohim/herinachievingthem.

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EndingtheFirstMeeting
1.

NEVERSAYTHANKYOU!
Say:Ienjoyedourmeetingandwillbeintouch
soon.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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EndingtheFirstMeeting
2.

NEVERFINISHLATE_EVER!
Ifyoudon'tendthemeeting,he/shewill.N.B.The
personinchargedrawsthemeetingstoaclose.
Ifyouoverrun,you'reencroachingonhis/her
schedule.Thismayirritateand/orcausestressin
his/herday nottheimpressionyouwanttogive.
Youmustleavehim/herwantingmore.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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FollowupCommunications
Sendtwoshortemails:
1. OneimmediatelyaftertheFirstMeeting.
2. OneimmediatelybeforetheSecondMeeting.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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st
EmailImmediatelyafter1

Meeting

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EmailBefore2nd Meeting

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OPENINGDOOR#9. FURTHER
MEETINGS
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Preparationfor2ndMeeting
1.
2.
3.
4.
5.

Doyourpromisedlistofactions.
Startshapingthesolutionforhim/her.
Preparenewstoriesthatsupporttheabove.
Prepareanothericebreaker.
Decidewhethertobringcolleagueswithyou.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#10. THESALE

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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ClosingTheDeal
Questionstoaskbefore
closingthedeal:
1. CanIhelpthem?
2. Dotheyneedmyhelp?
3. Dotheywantmyhelp?

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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HowdoYouKnowWhenthe
ProspectisReadytoBuy?

1. Thereisaplaninplaceforimplementation.
2. Yourprospectstartssayingwhen,notif.
3. Adeadlineforamajorgoalisapproaching.(Their
goal,notyoursalestarget).
4. Youvemetallthedecisioncriteria.
5. Yourprospectstartscallingyou.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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WhatHaveweAchieved?
LOGICAL
COMMON
SENSE
Justifiedby

TOC

EMOTIONS

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#11.
PRODUCT/SERVICEDELIVERY
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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DeliveryisPartofMarketing&
SalestoBuildTrust

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#12. AFTERSALES

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27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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OPENINGDOOR#13. LOYALTY&
REFERRALS
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Thereisabigdifferencebetweenrepeatbusinessand
loyalty.Repeatbusinessiswhenpeopledobusinesswith
youmultipletimes.Loyaltyiswhenpeoplearewillingto
turndownabetterproductorabetterpricetocontinue
doingbusinesswithyou.Loyalcustomersoftendonteven
bothertoresearchthecompetitionorentertainother
options.Loyaltyisnoteasilywon.
Repeatbusiness,however,is.Allittakesismore
manipulations.
ManipulationsLeadtoTransactions,NotLoyalty
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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WOM Referrals
Referralsarepleasantbecauseeveryonebenefits:
Yougetawarmintroductiontoacomplete
strangerquickly,cheaplyandpainlessly.
Yourreferrerfriendbenefitsbecausehehelped
twoofhisfriends youandyourtarget.
Hisfriend(yourtarget)benefits,becauseshegets
tomeetyou,shareexperiencesandlearnfrom
you.
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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WhatYourReferrerNeeds
1. Whoyouwanttospeakto.
2. Whyit'sinherinteresttospeakwithyou(in
otherwords,examplesofresultsshe'llgetfrom
meetingyou).

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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RequestingaReferral
Pleasecouldyoudomeafavour?IsawonLinkedIn
thatyouknowMrsX.I'dlovetospeaktoher,to
shareexperiencesabout(topic).Couldyou
introduceusplease?'
Or
I'mdelightedthatyou'resopleasedwiththeimpact
we'vehadinyourdivision.I'dlovetosimilarlyhelp
MrsXinDivisionX.Wouldyoumindintroducingus
please?'
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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RequestingaReferral
PleasecanIaskyouradvice?Youworkwithlotsof
corporatelawyers.AndI'mkeentogettoknow
moreofthem,becauseIcanhelpthemwithX.How
wouldyouadviseIgoaboutmeetingthem?(Ifyour
contactsaidhe'llintroduceyou,great.Ifhesuggests
somethingelse,listentohisadvice,andthensay)
Thankyou I'lldothat.Oneotheridea:whichof
yourlawyercontactswouldyoufeelmost
comfortableintroducingmeto?'
27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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Bibliography
Hausel,HansGeorgAuflage ThinkLimbic 2014HaufeLexware
GmbH&Co.KG,Freiburg
SimonSinek StartwithWhy 2011PortfolioPenguin
PeterO'Donoghue TheProspectingSystem
www.theprospectingsystem.com
AlstonGardner,StephenJ.Bistritz,JayE.Klompmaker Sellingto
SeniorExecutives TargetMarketingSystems,Inc.
AndyBounds&RichardRuttle TopDog Impressandinfluence
everyoneyoumeet.JohnWileyandSonsLtd.
PaulMascetta ObjectionKillers InuenceMasteryInc.

27th InternationalConferenceoftheTOCPractitionersAlliance TOCPA

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