E227: All You Have To Do Is Ask, with Dr. Wayne Baker (Part 1)

January 16, 2024



How familiar are you with creating SMART goals?


Most people aren’t asking for what they want.


While it might seem like salespeople are the exception, in my experience, they are rarely asking for the sale, the promotion, the opportunity, etc. 


In this 3-part series, I speak with Dr. Wayne Baker, who is an ASKING expert.




Book your free Sales Power Call with Jason

Enroll in the Persuading Like A Professional Online Mini-Course

Download The Power of Authentic Persuasion ebook

Get help with your sales team

Connect with Jason on LinkedIn

  • Show Transcript

    Jason: Welcome to the Sales Experience Podcast. On today's episode, I have with me Dr. Wayne Baker. He is a professor of business at the University of Michigan, as well as the faculty director at the Center for Positive Organizations. He's also the author of many books, and his latest one is titled, All You Have to Do is Ask, How to Master the Most Important Skill for Success.

    Dr. Wayne, welcome to the Sales Experience Podcast. Thank you, Jason. Glad to be here. As soon as I heard the title of your book, and I listened to you on Adam Connor's podcast, I knew that even though what you talked about was not necessarily for salespeople, that this would be an amazing conversation, or hopefully will be.


    As a way to help people that are in sales or sales leadership, anything like that. And at that crossroads or that intersection of finding success, asking for it, and what they have. Let's talk about, as far as the framework of what you focus on and help people, like, where does that begin?


    Dr. Wayne: I can trace the origin of the book back 21 years, if you can believe that. When Cheryl Baker and I created a team activity called the reciprocity ring, I can describe it briefly and it'll sound very simple, but there's a very particular way it has to be done. And we train people to run the reciprocity ring, but essentially get a group of people together.


    They're led through a process. Everyone's required to make a request for something that they need. It could be a referral, a connection, information, data, expert advice, whatever. But they spend most of the time helping other people meet their requests. They could help by, they had the resource and they could share it, or they could tap their network and make an introduction or a referral.


    And so when we started this activity, really to increase cooperation and generosity in a team, I always started it the same way with a little lecture about the importance of being generous, the importance of being helpful, of being a giver. Jason, what I found is that was rarely a problem.


    People were extraordinarily generous. The real problem was getting people to ask for what they need. Making the request, making the ask was the single biggest barrier to that whole process. But you think about it, no one can help you unless they know what you need. And the only way they know is that you have to voice it.


    You have to make a request. So with that insight. I shifted and started thinking about all the ways in which an individual, a team, or an organization can get better at that process of getting people to ask for what they need and then to get help in return. So to be both what I call a giver and a requester.


    So I traced it all the way back then and the book is about all the different ways that you could do it for an individual, a team, or an organization.


    Jason: So since this is a sales related podcast, right? And so there's salespeople, managers, leaders, owners of companies. Let's talk about specifically for sales people.

    Where do you see that playing in or how would it apply to that salesperson?


    Dr. Wayne: We could talk about it at two levels. One would be the relationship between the salesperson and the. Customer or the client and then we can talk about in terms of a sales team. So if we start with the first one, as you know better than just about anyone, it's all about building a true, authentic, genuine relationship.

    That's the key to it. And when I talk to people about a good way of thinking about what they need. I say, look, there's four parts. You got to think about what's the goal you're trying to achieve. And then what's the resource that you need to help achieve that? How do you formulate that as an effective request?


    And I have criteria for that. And then who do you ask? If you take those four steps, but reverse it, the salesperson needs to put themselves in the shoes or in the role of the other person saying, okay, what's the other person's goal? What are they trying to achieve? What's their objective? What are they being measured on?


    Okay what resources do they need? And maybe they actually don't need the product or service that I'm selling, but they need a connection to something else. And I could be a value and build a relationship by providing that connection. And then how do I help them make that effective request?


    So I truly do understand how I can be helpful to them. So it's taking that process of. Me making a request of you and thinking about from your point of view, what are your goals? What are your objectives? What resources do you need? How do you make an effective request of me so that I can help you?


    And if I may, I have a great example. It comes from a banker that I met long ago in Chicago. I call her Janet. It's not a real name, but Janet wanted to be the bank's most successful and wealthiest loan officer. Now a loan officer sells loans, right? They had customers and they've got to convince them to take out a loan.


    And she said, I'm going to change my orientation, she says, I'm going to stop thinking about the person on the other side of the desk as a potential sale or potential loan, but to treat that person as a person and think about that person as a human being who has needs and wants and desires. And I would interview that person, find out what they really need.


    And then I'd find a way to help them. And she would even go so far as to say, you know what? You really do need a loan, but I can't give you the best terms and conditions. I'm going to give you a card and refer you to a colleague of mine at a competitor bank down the street who can give you better terms for that particular thing.


    Or maybe she discovered that someone really had a need for someone in their family. She'd find a way of helping them. She even started the practice of sharing a cab with strangers in downtown Chicago during the business day so she could strike up a conversation, have an informal interview, discover who they are and what their needs might be.


    But what happened? She helped so many people that they all wanted to reciprocate and help her in return. And she became the bank's wealthiest and most productive loan officer because all those people would send their friends and colleagues. and coworkers to her bank to see her and said, she will really take care of you.


    She will really help you figure out what you really need and help you get it, whatever it might be. So that process worked and she became this an incredible sales person, but she made that shift.


    Jason: And there's so much in that, that I want to talk about. Cause I love the fact that it's breaking it down specifically for salespeople and talking about that process.


    And first starting with the end result, which is what does that person need or want and then can you help them? And for me, what I focus on with helping teams and salespeople is that if you want to be a professional, it is partly your process to uncover that. Similar to like a doctor would as far as figuring out what the problem, the need or the goal is.


    And then it's to either you have that and you want to move that conversation forward and make that sale because you have the solution or there's amazing power in telling somebody no. And here's a different option or here's a resource and here's that recommendation, which you touched on. I think that's, I've always found actually more referrals will come from people I haven't sold to because I've told them the truth of what is best for them.


    And maybe it's not what I was selling at the time. And those people are blown away by that because they're thinking I'm a salesperson, so I'm only out to close the deal at whatever cost it takes. Most people are surprised by that honesty and appreciate that professionalism where that's actually a big benefit.


    And when you put enough stuff out there, like you said, it will all come back.


    Dr. Wayne: Yeah, that's one of the biggest lessons that we've learned is that people are generous and that they want to help and they'll want to help you and they want to reciprocate if you've done right by them. It's treating the other person as a relationship and not as a transaction.


    Jason: Hey, it's Jason here. We'll be right back to the podcast, but first, are you ready to change the way you view your selling role and become a sales professional? Do you have a team that is hungry for new ways to improve and grow? If so, I have various coaching and consulting programs available. That might be great tools to help you achieve your goals.


    To learn more about the ways we can work together and to book your free sales power call, go to Jason cutter. com. Now let's get back to the episode. Yeah. Which I love that you started with talking about, especially Janet and salespeople in particular, where instead of seeing that person as a deal, they can close, right?


    This is just an item for. Me to get done a transaction to finish, put a mark on the board, ring the sales bell, and then move on to the next one is to see it as something else. And really, if you're selling something where it's more than just a one size fits all everybody wins type of any conversation you have should be a customer.


    If there's some kind of consultative process and they couldn't have just bought it online. Then you're going to have people that's a good fit and people it's not. And the more you can understand that for the person, the better. And so the next part that I want to cover though, because there was one interesting thing you talked about in your reciprocity ring game that you play is that there's people were giving a lot, but not asking or.


    Wanting to receive for their side, right? And that in sales sometimes, especially with the order taker side, where they're giving and they're doing what you're saying, which is great. It's great advice. Help other people, give them what they need, make recommendations, make referrals. But what about the asking side?


    And where does that fit in? Let's talk about a salesperson who's okay, here's an opportunity. I need to ask and riding that line between just always giving, but then also receiving.


    Dr. Wayne: That's right. You've got to do both. And that's whether you're in sales or any profession or any line of business. I think it's really important that you want to do both things that you need to be able to voice your requests and what your needs are and ask for them in a thoughtful way.


    So I think that every request, whatever it is, should follow five criteria. I have smart criteria. Now it's different than smart goals, but the S is for specific. You want to ask for something very specific. A lot of times I found people will make a request and they'll state it in a very general way, thinking that they're casting a broad net and they'll get more response, but it's just the opposite.

    People can't help if they don't know what you really need and you got to be very. specific about

    that. In fact, I once worked with an executive from the Netherlands who made a request in one of our activities that was like the rest of Proceeder Ring. And he said, my request is for information. And I said, okay, I said, can you elaborate?


    And he said, no, it's confidential. I can't say anything more. Of course, no one could help him. No.

    He was very generous. He helped other people, but no one could help him. That's the S. The M is meaningful. It's the Y of the request. It's the Y of what you're asking. People often leave that out when they make a request, whether it's in the workplace or even at home.


    The A is for action. You ask for something to be done. So goal is not a request. A goal is a destination request. Is this something that helps you move towards that goal? The R is for, I'd say, strategically realistic. So I encourage people to make big requests, stretch requests, small requests, as long as they're authentic, but has to be within the realm of possibility and finally the T is time is has to have a deadline and a specific deadline is more motivating than a general one.


    Jason: So smart. Specific, meaningful action and realistic. Sometimes I use risky, but realistic is very important. Especially when we're talking about an ask, not like a giant goal and a big hairy goal you're going after and then timeline. And so for me, I'm thinking, taking that framework, if I'm a salesperson, I'm dealing with customers or prospects or wanting to move people forward.


    I think that's important. I think part of that, especially the, why the meaning behind it is important for both the salesperson, understand their meaning for it. But then also as an outward focus person, what would be the meaning to the other person, like your customer in what you're asking them to do or what you're looking for.


    So in your framework, in your experience, because this is what I've always found is the tipping point or could be the dangerous part is the intentions behind the ask, right? So especially I'm thinking salespeople in general, but just anybody. where it's okay I'll follow your framework, Dr. Wayne, and I will do the smart process and I'll make my ask, but what do you teach or how do you reinforce what the intentions are on how that plays in?


    Dr. Wayne: It has to be authentic. It has to be genuine. It can't be that you're following the criteria just to check the boxes that should ask to be real.


    And I think it's also important that. You realize that a request is never a demand. A request is simply a request that might be declined or that might be turned back with an explanation why that they can't fulfill that request or why now's not the right time for it. But to realize that a request is never a demand.


    It is really that. It's a request.


    Jason: So let's talk about salespeople within the role of a team or with management hierarchy and asking for maybe more information, more training to move up in the organization to do different things in general. What is it that you found if there is anything general, what gets in the way of people asking for what they want?


    Dr. Wayne: If you think about a salesperson asking. their boss for resources and go for training somewhere or they get an assistant or whatever it might be. Oftentimes people are reluctant to ask because they're concerned that others will think that they can't do their job or that they're incompetent or they're weak or they're ignorant or whatever.


    And here research can be very helpful for updating that assumption or that belief. And the research shows that as long as you make a thoughtful request, people will think you are more competent, not less. And it follows that framework I mentioned before is to say is if you're going to your boss, you make a request for a resource is to be really clear about why are you making the request?


    What's the goal? What are you trying to achieve? And how is that aligned with your boss's objectives? How is that aligned with the organization's objectives? And then to say, okay What's the meaningful part of that? The why of that? What are you actually asking for to be done? And by when do you need that?


    Those smart requests are a lot more effective. And I think it's really important to link that into the goals and the objectives that your boss has, as well as the objectives of the organization. Oftentimes people will go in and say, they'll ask for something thinking they deserve it. They're asking for it and they're not clear about why they're asking or how it's going to help them do their job better.


    But I think you got to think that through first. Because then it's a hard request to turn down if you're the boss that says, Hey, this person's thought this through, I send them on this training, they're clear why they want to do it and the benefit to me as well as to them and the organization. It's hard to turn down a request like that, a thoughtful request.


    Jason: All right, that's it for part one of my conversation with the fantastic Dr. Wayne Baker. He is an amazing physician. Force helping people change their mindset such that they ask for what they want, which is so key in sales. Please go to cutter consulting group. com slash podcast. You can find his links also the show notes and many other resources to help you in your sales career or help you with your sales team.


    And please come back tomorrow for part two, as always, keep in mind that everything in life is sales and people remember the experience you gave them.


Become a Certified Authentic Persuader

Get the ebooks to help you close more deals

Visit Selling Effectiveness for more tips and get help

Follow Jason on LinkedIn

Or go to Jason’s HUB – www.JasonCutter.com

By Jason Cutter August 27, 2025
Most businesses struggle to grow their sales teams. At some point, they give up on looking for rock stars; they just need a team that shows up every day. In fact, research shows that 52% of sales leaders list recruiting as 'very challenging,' and average sales rep turnover hovers around 26% annually. That means for many leaders, the hiring process feels like a revolving door of wasted time, lost revenue, and constant stress. Here’s how to achieve scalable hiring results without having a massive hiring team and a huge job marketing budget. What Most Companies Do They need to hire salespeople. Maybe it’s one. Maybe it’s their very first salesperson. Maybe they need 10 more. So they: Write a job post about all the things the job involves and who they are looking for, and the type of experience they feel is important Put it on Indeed and/or LinkedIn They get hundreds and hundreds of applications They freak out – stressed at the thought of going through all those submissions They have someone on the team spend hours/days going through all the submissions. Have them call and email everyone whose resume fits what they think they want. A few people respond. So they call again, to ‘check in’ on the candidates to try and get more to respond. If that works, they have dozens and dozens of candidates ready for the first interview. Someone has to then take a week’s worth of time blocks away from their actual job to do first interviews. Most of the candidates don’t show up to the call/meeting. A few candidates make it through to the second interview. The boss or sales manager takes these. Two out of the three show up. Offers are sent to the two. One takes another job because the process took so long. The company ends up with one new hire The company repeats the process over and over again, feeling like the best they can do is one to two new hires after each complete cycle of hiring madness. And it is madness. It is also the definition of insanity – doing the same thing, running the same hiring process out of some playbook that no one can point to its origin or actual stats of success. Recent surveys confirm this frustration: more than half of leaders admit they lack an effective hiring process, and many acknowledge that their comp plans don’t even align with the results they want. The result? Slow hiring, bad hires, and retention issues that eat away at growth. Most companies struggle with filling their sales team, with both quantity and quality. They probably run the hiring process like they run their sales process. They default to old-school business thinking that the only way to hire is to just get experienced salespeople to join the team. But there is a better way. I have spent over 15 years being tasked with keeping teams filled with salespeople. Whether it was for inside sales in a call center environment or work from home, to retail environments, from consumer products and services to B2B, from within the United States to offshore, this framework works, even if you have failed in the past to try and scale your hiring efforts. In working with small and large teams, the key is the balance of quality and quantity. Humans will always surprise you. I have seen the ideal candidate – on paper – be completely ineffective in the role. I have seen reps with very little experience, whom we took a chance on, completely outsell their experienced co-workers. The experience of everything that goes into hiring over 800 salespeople, this framework is designed to help you succeed no matter the size of your hiring team. Here’s how to create a scalable hiring process that doesn’t require a large recruiting team and without losing your mind wasting time on candidates that aren’t a good fit. Step 1: Hire Traits, Not Just Resumes Did you know there are three different types of salespeople? The Newbie, The Entrepreneur, The Sales Veteran (email me, and I will send you the ebook that breaks them down). First, make sure you know what you need on the team, who you have the bandwidth to train, and if you need someone that follows your playbook (do you even have one?) pretty much exactly, or are you okay with them just ‘doing what they do best’ without much structure? Next, you need to figure out the mindset traits you find most successful. A business friend of mine, a long time ago, taught me: “Hire the smile, train the skill.” Given enough time and patience, you can teach anyone how to do anything. But it's really hard to teach someone a different mindset. Most people are who they are when they are applying to be a part of your company. Here is my list, in order, of mindsets that I know are successful for sales (in any sales role, any industry, any company): This aligns with broader studies: while past performance can matter, attitude and coachability are consistently ranked as stronger predictors of sustained success. Leaders who over-prioritize experience often miss the hidden talent right in front of them. Openness Curiosity Creativity Persistence Authenticity As I tell my clients, most leaders think they just need more reps who are ‘persistent’. They blame a lack of sales results on the team not asking for the sale enough or doing enough follow-up. The problem with biasing the screening process for persistence is that if you don’t care about the other traits, you will end up with a team full of persistent assholes who don’t listen to you or their prospects, don’t care to learn anything new, and don’t try to come up with new ways to move people to the close. They just see every prospect as a nail and sales is a giant hammer in their hand, where if they can just hit enough nails hard enough, they will win. [Don’t believe me? Ever heard the phrase ‘sales is just a numbers game’? That is this mindset in action.] The last part you want to define is what type of company culture you have and what personality is a good fit? Is it a fun environment? Does everyone like to joke around? Is it all serious and focused? Is it mission-driven? Do you actually have defined, stated core values that you care about? The answers to these questions will help you determine culture fit. One area that organizations will fall short in their selection process is ignoring culture fit and just wanting people with certain experiences on their resume or skills to help sell more widgets. If not careful, it can lead to bringing someone on board who might be an excellent, technical salesperson (meaning…technically they can do the job), but they are a not a good fit for the team. “The best reps don’t just sell your product — they sell it your way.” It’s not enough to just hire for experience; you need team players. Step 2: Treat Recruiting Like a Sales Funnel Now that you know who is open to bringing on board, what that winning combination could look like, it’s time to start building the hiring process. In sales, the initial key to success is attracting the right leads into your funnel. This is the job of marketing. Not just in the steps they take, but the messages they put out there to the world. Like fishing, putting out a hook with bait on it where the right fish that is interested will want to take that bait. Marketing should be doing the same thing for your revops. Your hiring team should be doing the same thing with the job posts and the hiring process. Your goal is to write a job post, like your marketing team writes their content, in a way that your ideal candidate would read it and say “holy crap, that is me!” Part 2 is to build in some hoops. One area that I see pretty much every organization fail at is building and managing candidate lead flow. They put a job post out there, get a shit ton of candidates, go from excited ( “We have so many candidates, we will definitely find all the reps we need!” ) to despair ( “How the hell are we going to get through all these resumes, and then what about all the interviews?” ). So many orgs are not ready for the flood of applicants. And did they even want that many applicants? If you haven’t noticed…recruiting is like sales. Well, to be specific, everything in life is sales, and selling, and persuasion. So building a recruiting process is like building a sales process. Sales teams think it would be great to be flooded with leads until it happens, and so much potential business falls through the cracks of inefficiencies and bandwidth limitations. This is why we want to put in a) hoops and b) templates for our hiring process. Let’s start with hoops. Think about it: in sales, 63% of managers admit their teams do a poor job managing the sales pipeline. If you can’t expect discipline in pipeline follow-up from a candidate during the hiring process, you certainly can’t expect it once they’re in the field. The hoops should be similar to what your prospects have to go through to become a customer. The logic is that your salespeople will run that process with their prospects, so you need to identify those sales reps who are naturally built for it. It’s similar to Alex Hormozi’s take on hiring – that what is more important than the years of experience someone has, is evaluating and selecting for traits like intelligence, work ethic, adaptability, and coachability. This is what we want our hoops to do – help the candidates show us what they are really made of. Some hoop examples: Do you require your sales team to use scripts? Yes, yes, yes…I know…salespeople shouldn’t use scripts…scripts are bad…scripts make everyone sound robotic…scripts are the problem. Bullshit. You are wrong if you think that. Alright…soap-box-moment over…back to scripts. If you require your reps to use scripts…let’s say for an intro, elevator pitch portion, compliance/disclosures – then one valuable hoop to put in place is to make your candidates memorize a short script in the hiring process. There are many ways to do it [email me, I can give you some examples of how, when, and what for this hoop], but it is an amazing filter for candidates. This is how you filter out the people who are not open/curious (remember, my top two sales success mindset traits above) – because they will decline your requirement to memorize the script. Or they will take the script, say they will work on it, and then disappear into the wind, never to be heard from again. And…that is the perfect result. I promise, no matter what fantastic story they spun on their resume or tried to present to you in the interview…their resistance to this step is all you need to know. Truly. The ones who say, “ Sure, sounds good, I will memorize this and get back to you, ” are the ones you want. Not because they are actually good at memorizing things – because I know I am terrible at it – but because they are willing to do it. A tiger can’t change its stripes. Is it a short sales cycle or a long one? If it is more than a one-call close, then you want to put hoops into your process that will help differentiate the short-term commitment versus long-term commitment people. Some salespeople out there are just too impatient to handle making follow-up calls, delays by stakeholders, and rejection after long sales cycles. They need immediate gratification. (and here is a contrarian thought…they are probably also single…because how someone is with work, they are in their life. If they can’t handle long sales cycles and long-term relationship building in a sales role, they probably aren’t very good at it in their personal life. And that’s okay…there is nothing wrong with that mode. The question is – is that what fits your sales cycle/length/mode? If you need reps who can do more than build enough rapport to sell someone something in the next 20 minutes before never seeing them again, then filter those people out by adding layers to your hiring process that extend the length. Now, I am not saying that if your sales cycle takes an average of six months, that your hiring process should do the same, but it should be relatively long. Definitely don’t interview people and then have them start the following Monday. Is there a lot of follow-up in your sales process? Do you expect your team to actually manage their pipeline of valuable leads to ensure they close? Then you want to build in a hoop that requires candidates to follow up with you. We want to test them on how well they will treat their future sales pipeline. If they won’t even follow up with you on their progress in the process, then they aren’t the type of salesperson who will follow up on their own leads. Or, they just don’t care that much about this job. Either way, this is a perfect filter to remove those candidates from your pipeline. If you want my ultimate filter process/scripting for this hoop – email me with the subject “ candidate follow up, ” and I will send you what I have done to successfully apply this filter. While that might look like a lot of hoops and processes to build out, it doesn’t take much to both eliminate the candidates who are not a good fit and allow the ones who are to raise their hand so you can pick them. Remember, no matter how desperate you may feel you are – needing to fill your sales team today, it’s never worth bringing on bad hires, especially in a sales role. The cost of their onboarding, training, combined with the cost to your leads (aka – the wake of revenue and reputation destruction that is caused by terrible sales reps speaking with your hard-earned, expensive leads is almost immeasurable) is not worth it. Fight the urge and bad business advice to just get butts in seats. And I guess that you are here reading this because you have already tried that mode and it failed. And with annual sales turnover costing companies millions, every wrong hire creates a hidden tax on growth that most leaders underestimate. Mads Faurholt-Jorgensen spoke about it in his TEDx Talk titled “ How To Master Recruiting ” with a focus on hidden talents over resumes. He called it the “whispering talents” – and in sales, we want that person who just automatically does the sales activities with the right mindset that fits your organization, sales process, and target customer type. TL;DR Most companies hire salespeople the same broken way: post a generic job, drown in resumes, waste hours interviewing, and end up with one shaky hire. It’s slow, costly, and sets teams up for turnover. The fix? Stop hiring based on resumes alone. Instead: Hire traits, not just experience (openness, curiosity, persistence, authenticity). Treat recruiting like a sales funnel by writing magnetic job posts, adding “hoops” that filter out the wrong candidates, and testing real-world behaviors like follow-up. This approach flips hiring from chaos into a scalable system—so you attract the right reps, faster, and avoid the expensive revolving door. In Part 2 of this series, I’ll show you exactly how I scaled this process to hire 50 salespeople without the chaos—complete with templates, filters, and lessons learned. Don’t miss it. And if you think that there might be some ways to improve your hiring process, contact us and we can do a free Hiring System Assessment to determine where the biggest impact can be made to help you fill your sales team.
By Jason Cutter February 26, 2025
How Can You Predict The Future Of Sales Ops? One of the keys to sales success is to be able to predict the future – what that other person is thinking, what they might say, what they will experience, how they will feel about the product/service. But what can you do – from a sales ops leadership perspective – to predict the future in masse of all the potential customers that will flow into and out of the sales process/funnel? That is a really tough one, but it is doable. Meeting Prospective Customers Where They Are The key is to always meet the prospective customers where they are and with the experience they hope to find. It’s a common theme now in these articles because it’s important AND widely disregarded – your potential customers do not care about you, your sales team, your company, your industry. They don’t care about your stats, your testimonials, your logos. They don’t care about your mission statement or your values. They only care about themselves. They also firmly believe that there is currently unlimited choice for any product/service, which means that everything in their mind is a commodity. Easily replaceable and interchangeable. Nothing (other than iPhones…which you can only get from Apple) is special to consumers unless they feel like it should be special. Are You Still Making It All About You? There is a good chance you are still running a marketing, sales funnel that is all about you. I bet if I looked at your company’s website that from the top down it’s all about you (the company). How great you are. What you do for people. What you have done for others. I bet if I tried to speak with your sales team, I will be made to go through your process whether I like it or not. Maybe fill out a form and wait for a response. Or made to call into a toll free number, even though I don’t want to talk to someone yet. Or made to use a chat widget on a site to get started. I bet when I speak with your sales team, 70-80% of the conversation will be about them, your company, and how amazing you all believe you are. This is all fair. No one starts a company to be mediocre. The goal is to provide value and make money. The missing piece, again like I said above, is no one cares about your goals. They only care about themselves. Predicting What Customers Want From The Sales Experience Back to your mission as sales ops leader – predict what massive amounts of prospective customers are going to want from the Sales Experience. It’s why I wrote about it last week and even offered up a book for free to help in any way that I can. To succeed at your mission, you have to stay ahead of the curve of what the public, and specifically – your buying demographic, psychographic, and valuegraphics, want from that experience. Key Questions To Shape The Sales Experience Do they want to call, text, email or chat? Probably all of them…so can you offer each one? (Don’t make someone decide if they want to go through your hoops…remove all the hoops) Do they need to see pricing online – should it be available and transparent? (In most cases, yes) What sales process will be ideal for moving the most people through the sales conversation to a successful outcome? (More discovery, empathy, active listening. More front-loaded about them, not you. Use the Authentic Persuasion Pathway as your model) Who are the decision makers? Is that individual going to decide or do they need to check with others for approval? (Set them up for success, and don’t force them to make a decision in the moment – you will just lose the potential sale) What type of follow up do they want and need until they make the buying decision? What type of post-purchase follow up would go above and beyond a) their expectations and b) what others in your industry do? If there is an ‘onboarding’ stage after the sale – how can you make that actually customer centric and successful? (It is rarely both) Can You Stay Ahead of the Curve? Remember – evolution is natural. The buying public is always evolving their desired sales experience. Can you predict the future of what they want so that when they encounter your company it matches what they were hoping to find – both in the experience and the solution to their need?
By Jason Cutter February 25, 2025
How do you, as a sales leader, help your team become Oracles that can predict the future? [make sure to read the Selling Effectiveness article this week https://go.sellingeffectiveness.com/LI.2.25.AM ] There are five ways to facilitate their Oracle-ness. Be Present in the Moment First, you have to get your salespeople to be in the moment. The challenge that most salespeople (and…humans, for that matter) experience is they are always thinking ahead. Salespeople default to thinking about what they will say next. The next part of their script or process. The next question they want to ask so they can get through discovery. The next part of the agreement they need to discuss and review. Their mind is too busy thinking about what they are going to say and do next, that they aren’t present. As weird as it sounds, if you want to predict the future you must be present. I have said this for decades: the moment you no longer need to think about what you are going to say/do next and can actually be present with your prospect and truly listen to what they say (and don’t say) – you will become a sales professional. Master Active Listening Second is Active Listening and paying closer attention. It’s actively listening…it’s taking what I mentioned above and putting into place. First step is to be present, second is to actually listen. For what they say. For what they aren’t saying. For changes in their tone. For when they are talking to someone on the side – who are they talking to, and is it about your sales conversation? If you sell in person, reading their body language and facial expressions. You must help them develop an almost sixth sense of listening (and yes, I know hearing is one of our senses…but this goes beyond hearing…it’s truly, deeply listening). Ask Better Questions Third, is to help them ask better questions. So many people in sales ask the discovery questions they are required to ask in order to check the discovery ‘box’. Or, they have done sales long enough they know all the answers, they think they know what everyone wants and why, so no reason to even ask questions. [Note – this type of salesperson thinks two dangerous things: 1 - everyone is the same and wants the same thing, 2 – people like to be sold to.] When your team asks better, deeper discovery questions with a focus on uncovering the what and the WHY, they will get better answers. Remember this – when you ask the right questions and you listen close enough, each prospect will tell you EXACTLY how to help them buy. Build Up Experience Fourth, build up experience. If you want to predict the future it comes from enough experience to know the probability of what will happen. For example, when I am in a season of commuting from home to an office, I am the type of person that can predict exactly what will happen on the freeway. Which lane is always faster around certain exits, which lanes always slow down, how much leaving five minutes later can make the drive suck a lot more. How do I know what will happen on a freeway with hundreds and hundreds of random people? Because of experience (and the fact that most people are just going through the motions in life so they become predictable). The more experience your team has with sales scenarios, they more they can predict the future. I generally see that it takes about six months for most people in a new sales role to have seen enough scenarios where they can start to know what will come next before it happens. Trust Intuition The fifth and final trait to help them with is intuition. One definition of intuition is “a thing that one knows or considers likely from instinctive feeling rather than conscious reasoning.” It’s that feeling you get when you know something, even if you cannot explain it. It’s what Malcom Gladwell wrote about in Blink! It’s what we do very well as humans, even if we don’t listen to it. The more you can help your team tune into their intuition and listen and trust it – the better they will do in helping persuade that other human. This goes back to the first suggestion – about being present. When your team trusts they know what to do and say next and they are mentally living in the moment with that prospective client, they can let their intuition guide them. Conclusion When I do trainings, public speaking, facilitating meetings, interviews, and sales – this is my main key to success. I trust and know that I have the experience to handle whatever comes my way in the present moment, while also knowing the destination I am heading towards. I can be present, let that experience and my intuition guide me instead of getting stuck in my head and worrying about what I will say next. Get your team to do some or all of these five steps – and they will become an amazing Oracle.
By Jason Cutter February 25, 2025
The Oracle’s Role in The Matrix If you have seen the Matrix movies, starring Keanu Reeves (as Neo), then you are familiar with an Oracle. In the movies, the Oracle knows what will happen. She has seen it, and it is predestined. In the Oracles mind there is no such thing as free will. In the first Matrix movie, Neo goes to visit her and knocks a vase off the shelf, and it hits the ground and breaks. Right before he hits it, she says “Don’t worry about the vase.” Neo says, “How did you know?” Then the Oracle responds with “What’s really going to bake your noodle later on, is would you still have broken it if I hadn’t said anything.” Becoming an Oracle in Sales Your mission as a sales professional is to be an Oracle for your prospects and clients. To know the future. Then be able to see around corners, as they say. Which means you know what is going to happen before it happens, because you have enough experience that you have become a psychic. You want to be able to predict, with amazing accuracy: What will happen next What will happen after that What issues will pop up What your prospect/client is thinking before they think it What concerns they might have before they have them Eliminating the Fear of the Unknown During your presentation/demo you want to set the expectation of what is going to occur next. Remember, humans fear the unknown. They want to avoid risk as much as possible. Your sales presentation is risky and dangerous and very unknown. They don’t know if you have good intentions or not. Are you going to persuade them? Are you going to try to manipulate them? Are you going to overcharge them? Will you actually care about what they need and want? Dealing with salespeople is so scary. Yet they still need and/or want something, so it’s the dangerous game they must mentally play. Guiding the Buyer Step by Step When you explain what you are going to do in part 1 of your process, and then what that part is done you let them know the plan for part 2, and so on – they will be at ease in the moment. They will feel like they have control over this portion, that there is an exit they can take if they don’t want to proceed. That level of control will help them accept the risk of part 1, and part 2, and part 3. Tell them what you will do. Do it. Tell them what you did. This will validate that you can be trusted. Predicting Thoughts and Feelings The next level is being able to predict what they will think and feel before they do. You can use this information in your presentation (without telling them what you are doing). You can also verbalize it, which could sound like “I am guessing from experience that you are probably wondering about _____, so let’s cover that right now.” Or “most people I speak with ask about _____.” They will think – wow this person knows what I am thinking, he/she is in my mind! And that’s a good thing. A really good thing. Conclusion The more they feel like you know what you are doing, know what they are thinking, know what they are afraid of – the more they trust you as a Guide. Because Guides only know what they know because they have helped other Heros successfully accomplish their journeys. Your mission as a sales professional: Become an Oracle.
By Jason Cutter February 19, 2025
What does it take to build the ideal Sales Experience? Why does it even matter? Maybe you think you already have one. You are a professional sales ops leader. You have put everything you can in place to help your salespeople sell more. You have optimized the processes so that your sales team can focus on one thing – selling. But I promise – even if you think all of that is true, it’s not. The Reality: No Perfect Sales Experience Exists I have never seen any company or team with the ‘ideal’ Sales Experience and operation. And to be honest – I have never built one successfully. Why would I admit that? Because the ideal Sales Experience is aspirational and business, teams, processes, and customer needs/desires are constantly changing. So as soon as you put new processes in place, something else needs to change and evolve. The Scalable Sales Success Iceberg In my Scalable Sales Success Iceberg – there are 24 categories that, when built out, create a scalable sales machine – where you can add in an input and get way more output. I would love to see companies have all 24 categories set up and running optimally. But that’s not even possible – because, as I mentioned, things are always changing. Focusing on the Biggest Levers Here is the key – to build the ideal Sales Experience takes focus on the biggest levers. The ones that, when pulled, create the biggest and best results. There are many processes and systems that you can put in place – but those are going to get you a few percentage points of improvement. Instead of putting it all in here, I want to make you a special offer. Email me at jason@sellingeffectiveness.com with your mailing address, and I will mail you the book that I co-wrote with Nick Glimsdahl called Reasons Not To Focus On The Sales Experience. It will be your starter guide, facilitating the creation of your ideal Sales Experience.
By Jason Cutter February 18, 2025
The Numbers Game Mentality is a Losing Strategy Sales is no longer a “numbers game.” You cannot succeed, long term, by focusing on volume of activity. Making a million dials, sending a million emails, knocking on a million doors (the first two are way easier than that last one) is a scorched earth strategy that will sink your business. You can’t out-dial a bad sales process. It will lead to even more bad online reviews. You can’t out-email a terrible sales funnel process that requires people to jump through poorly planned hoops. You can’t out-knock your way past slimy tactics and bad products/services. The Danger of the "Every No Gets Me Closer to a Yes" Mindset The whole “every no gets me one step closer to a yes” mentally is dangerous. That mindset and strategy assumes that it’s a numbers game. That the only thing that matters is finding the right person who will buy from you. Potentially, no matter what you even say – they are just ready to buy. Not only will this destroy any online reputation you have it will also wreak havoc on your team. It is the fastest and best way to burn out your team. It will lead to a revolving door or hiring, training, and quitting as people realize how unfun the game is you have built and how hard it is to be successful. It will also feel like a mismatch – very few people (and hopefully even less over time) are long-term excited about the business model of calling 500 people a day in hopes of making a few sales. If It’s Not a Numbers Game, Then What Is It? It’s quality over quantity. [Now…note – it does take a certain quantity of activity to fill a sales pipeline. So I am not saying that your sales team can just sit and wait for people to fall into their pipeline with money in hand.] It’s about the Sales Experience. It’s about your team ensuring that they are providing the right and best experience for that potential customer – in a way that sets them up to get into the buying mood and mode. All that matters is the Sales Experience. How can you support your team in terms of the quantity of activity to fill a pipeline, and then the quality of interaction that leads to sales? What Does an Ideal Sales Experience Look Like? What does that look like – the ideal Sales Experience? It’s when your team understands that the potential customer they are speaking with only cares about themselves. They don’t care about the salesperson, your company or the product. They are only focused on themselves. It’s when the Discovery/Empathy portion of the conversation is the most important part. Does your team realize that everything after Discovery – when done right – is just a presentation of the solution? It’s the fact that when you combine the parts of the Authentic Persuasion Pathway (Rapport + Empathy + Trust + Hope + Urgency) that the assumptive close is all you need. If your team is having to ask for the sale they are doing sales wrong. And don’t confuse earning the right to close with asking for the sale. The Sales Leader’s Role in Creating a World-Class Sales Experience Your job as a sales leader is to ensure your team understands that the only thing – above all else – is the sales experience they provide to each potential customer. That customer knows that they have the power and the feeling of unlimited choice. Which means they will decide who to give their money to based on the experience they have with buying from a company. How can you shift your team away from the numbers game mentality to actually providing a world class sales experience to each and every person they speak with?
Show More