Direct Selling Techniques

Elephant in the room: LinkedIn's most popular sellers all work at ZoomInfo, Salesforce, Gong—the big names. The advice they give IS NOT applicable to 95% of salespeople. Don't believe me? Try this. Call a lead and tell them you're from HubSpot. They'll listen. Call a lead and tell them you're from Salesvue. They'll hang up. I don't want to dismiss those influencer salespeople... But we shouldn't be taking advice from people with such an advantage. Here's my advice. And, by the way, I've been doing this since 1984 and have worked in plenty of orgs: (1) Don’t write a to-do list Use CRM reminders. If it’s not tracked, it won’t get done. Your pipeline should tell you what to do next. (2) Ask your prospect what happens if they do nothing If they can't answer, they’re not ready to buy. Move on. (3) Sell like you have no brand behind you Assume nobody’s heard of your company. Because they haven’t. (4) Master the second and third call Anyone can book a meeting. Closing takes consistency. (5) Make your follow-ups mechanical Set them in the CRM. Treat them like doctor’s appointments. No emotion, just execution. (6) Build your own support team Sales ops. CS. Marketing. If you don’t build those internal champions, your deals will die in committee. (7) Practice your demo on someone who doesn’t care If they don’t get it in 3 minutes, neither will your prospects. (8) You don’t need to be slick You need to be trustworthy, prepared, and persistent. That’s it. If you're working in a startup or not-so popular SaaS, what tips would you give?

As I deliver #datastorytelling workshops to different organizations, I encounter a common misconception about how you should approach telling stories with data. To use a Lord of the Rings (LOTR) movie analogy, some #data professionals appear more focused on creating behind-the-scenes documentaries than actual narratives. They want to show the steps, methodologies, and approaches they used during their analysis rather than crafting a concise, compelling narrative. As a LOTR geek, I have watched many behind-the-scenes featurettes. However, I recognize that most people have only watched the LOTR movies and none of the documentaries. They're interested in compelling narratives--not the nitty-gritty of how the movies were made. When it comes to data stories, audiences are more interested in hearing an insightful narrative about a business problem or opportunity than an explanation of how you performed your analysis to assess the problem or opportunity. Taking a documentary approach with your data stories will introduce the following problems: ❌  Added complexity as you go into details that don’t matter to your audience (data collection/preparation, methodology, technical aspects, etc.). ❌  Loss of attention or interest as the audience waits to hear something meaningful. ❌  Less focused or clear communication as insights become buried in minutiae. ❌  Less time to discuss conclusions and determine next steps. ❌  Reduced actionability as extraneous details sidetrack the narrative and obscure the key takeaways. The only people who will get value from a behind-the-scenes documentary will be fellow data professionals. This is a much narrower audience than a broader business audience that is seeking insightful narratives about the business. I recommend delivering the narrative first and having your documentary ready in an appendix (if needed). Most of the time, no one will ask how you performed your analysis (unless they have questions about your numbers). With this approach, the audience will be focused on understanding your insight, implementing your recommendations, and taking action. That's a win-win. How do you avoid telling documentaries instead of narratives? 🔽 🔽 🔽 🔽 🔽 Craving more of my data storytelling, analytics, and data culture content? Sign up for my brand new newsletter today: https://lnkd.in/gRNMYJQ7

You’ve heard the advice, “Use stories in your presentations because people respond to stories!” Great advice. BUT… Your story won’t grab your audience’s attention and communicate your message unless it has these 6 elements. In fact, it could even have the opposite effect! Every story you use as the foundation of your high-stakes presentations needs to have: 1. A logical structure. A story needs a beginning, middle, and end with clear turning points between each section. Don't just jump between ideas randomly. Map your presentation flow on paper first so you can physically move sections around. The most persuasive structure builds toward your most important point. 2. An Emotional structure. In the middle of your story, create a rise of conflict where tension builds. This might be when your audience realizes their current approach isn't working or market conditions are changing rapidly. Plan moments where this tension rises before providing a cathartic resolve. Your audience will stay engaged through this emotional journey from tension to resolution. 3. A clear goal. The protagonist in your story must have something they're seeking–an objective that drives the narrative forward. In your presentation, position your audience as the hero pursuing something important. Whether it's reconciliation of different viewpoints or finding the solution to a pressing problem, make sure this goal is crystal clear. 4. Meaningful conflict. Every story needs the hero to face obstacles. This conflict might be with themselves, with others, with technology, or even with nature.  When preparing your presentation, identify what's standing in the way of progress. Is it internal resistance? Market challenges? Technical limitations? Acknowledging these conflicts shows you understand the real situation. 5. A resolution. Every narrative needs to resolve the conflict, though resolution doesn't always mean a happy ending. It could end positively (comedy), negatively (tragedy), or be inconclusive, requiring your audience to take action to determine the outcome. For business presentations, this inconclusive ending can be particularly effective as it prompts decision and action. 6. A lesson worth learning. While rarely stated explicitly (except in fairy tales), every story teaches something. Your presentation should leave your audience with a clear takeaway about what approaches to emulate or avoid. The quality of your story often determines the quality of your high-stakes presentations. Take time to really think through the stories you’re using. Hand-selecting the best ones will help you leave a lasting impact on your audience. #Presentation #StorytellingInBusiness #PresentationSkills

What's the most effective way to prospect into the C-suite at Large companies? One of my clients received a very positive, encouraging email from the CEO of a 4,000 employee Hospital which she had been contacting for several months. He responded after her 8th email. Each email was unique and added value, expanding on her initial point of view. Most sellers give up after 1 or 2 outreach attempts. When on average it takes 8 to book a meeting. Rather than sending a few generic emails to 100s of people, here’s what the elite performers are doing: 1. They identify a few top prospects that would be their “dream clients” 2. They identify 3-5 Senior Executives at those companies who would be most impacted by the outcomes which their products and services offer 3. They research those individuals to understand their top goals, challenges and priorities. 4. They develop a tailored, personalized point of view on how they can help these executives achieve their stated goals or solve top challenges with direct LINKAGE to what their company offers 5. Rather than using canned, generic sequences, they develop a series of personalized follow up messages which expand upon their initial point of view. These could include white papers, relevant customer stories, ROI studies, and additional details on how they can support the client with their most ambitious goals. So if you are working 10 "dream client" accounts with 5 executives prospects in each account, and each executive gets a series of 8 emails and calls, that’s 400 touch points to just 10 top accounts. This is the same volume as touching 100 smaller accounts 4 times, but will yield much greater results. Personalization and targeting works wonders. It’s the 80/20 rule in full effect. Win just a couple of these larger deals and you can blow out your number for the entire year, rather than grinding it out on a ton of smaller deals to barely reach quota. This is how the top performers in the Enterprise space are prospecting, and it’s working much better than sending out garbage to tons of people. Please note this is for large, A tiered prospects only. A healthy mix of hyper-personalized prospecting for A accounts, combined with semi-personalized prospecting for B accounts is best. But don't treat the A prospects like everybody else. And don't treat the Senior Executives at these companies like everybody else. Or you will get the same results as everybody else.

In large deals, the real competition is rarely another product. It is inertia. The most effective large deals are often shaped early. When the business user begins exploring a problem, and the right conversations start happening at that stage, the deal gradually evolves into a sole-sourced decision rather than a late-stage RFP comparison. Because once a deal reaches a formal RFP stage, many vendors appear to be at the finish line. In reality, the direction of the deal was usually influenced much earlier. Many deals look healthy for months. The champion is engaged. The demos land well. The value is understood. And then, close to the finish line, the deal slows down… or quietly becomes “No Decision.” More often than not, the issue is not price or product. The deal simply never travelled far enough inside the organisation. Large buying decisions are rarely made by one person. They are shaped by a group. The business user evaluates usability. IT looks at integration. Security looks at risk. Finance looks at cost. Leadership looks at long-term impact. Each of them is solving a different problem. If the conversation is only happening with one or two people, the deal remains fragile. This is where relationship mapping becomes one of the most important disciplines in selling large deals. Not just knowing your champion, but understanding the ecosystem around the deal. Who influences whom? Who signs. Who can block progress quietly? Who needs confidence before the decision moves forward? Building that map takes time. It means asking better questions. • Who else will review this internally?  • Who will be responsible for implementation?  • Who owns the budget?  • Who needs to see this before we move ahead? As more people across the organisation understand the value, the deal becomes stronger. It stops being one person’s initiative and starts becoming a shared decision. And shared decisions move forward with far less resistance. The best sellers know that closing large deals is not just about presenting a solution well. It is about shaping the deal early and building alignment across people, priorities, and perspectives. #LargeDeals #Enterprises #SST

If you close $50k+ deals, I have news: Sales is not a numbers game. Sales is a skills game. 7 skills that grow your income without burning out on the volume game: 1. Finding 'the need behind the need.' Great salespeople dig under the surface. When buyers share their problems, they listen. But then they follow up with: "What's going on in your business that's driving that to be a priority?" THAT gets to the true priority. 2. Quantifying customer pain. No measurement, no money. Quantifying pain does three things: a) justifies the spend b) creates urgency c) helps your customer appreciate the magnitude of the problem. Try asking: "What metric is suffering as a result of these challenges?" 3. Creating champions. A great champion runs through brick walls to get the deal done. They sell your product internally when you're not in the room. Indeed: Salespeople don't close deals. Champions do. A league of champions is like a magnetic force for closing deals. 4. Business acumen. The best sellers in the world are actually businesspeople that happen to know how to sell. Don't just improve your SALES acumen. Improve your BUSINESS acumen. Senior execs will respect you 10x more than reps who only know the latest sales techniques. 5. Executive conversations You can close five-figure deals without this skill. But if you want to close six, seven, and eight figure deals? You better have gravitas when it comes to 'facing off' with senior execs. They're direct. They use plain language. They're efficient. 6. Negotiation. Negotiation is a 'threshold' skill. That means it makes almost all of your other skills more valuable. Becoming a great negotiator will pay dividends the rest of your life. Dig in and master it. 7. Writing. Clear writing indicates clear thinking. Sloppy writing indicates sloppy thinking. Your job as a seller is to persuade and communicate. Become a master of every medium that involves: - sales calls - written word - group presentations What skills would you add?

In the high-stakes arena of #B2BSales, particularly when engaging the C-suite and Boards, "back of napkin math" is more than just a display of acumen – it's a potent catalyst for building #trust. Imagine a conversation where a senior leader articulates a critical business challenge, perhaps around CAC payback or share of wallet. The seller who can immediately and fluently grasp the underlying financial equation and articulate the potential impact of their solution, without missing a beat, speaks a language that resonates deeply. This isn't about complex modeling done offline; it's the agility to understand core drivers of their success and perform quick, insightful calculations within the flow of the conversation. For instance, if a Chief Revenue Officer (#CRO) mentions a goal of reducing customer churn, a seller with this skill can instantly frame the value of their solution in terms of retained revenue and lifetime customer value, demonstrating a tangible understanding of the CRO's priorities. This competence signals the seller not only listened - but also deeply comprehends which levers to use to solve the client problem. Why is this so crucial for building trust? Because it showcases several key elements that senior leaders value: Deep Understanding: The ability to perform this kind of rapid analysis demonstrates you've done your homework and truly understand their business model, challenges, and objectives. It moves you beyond being a mere vendor to a knowledge partner. #CustomerUnderstanding Intellectual Horsepower: It signals a sharp mind and the capacity to think strategically about their business. This builds confidence in your ability to deliver real value. #StrategicThinking Efficiency and Respect for Time: Senior executives are time-constrained. A seller who quickly gets to the heart of the financial implications respects this constraint and demonstrates a focus on outcomes. #TimeEfficiency Transparency: By engaging in these on-the-spot calculations, you reveal your underlying assumptions and logic, fostering a more transparent discussion. #TransparentCommunication Credibility: It elevates your status from a product peddler to a trusted advisor who speaks the language of business results. #TrustedAdvisor Think about it: when a seller can seamlessly weave in relevant financial implications – the potential ROI, payback period, impact on key KPIs – it’s not just data; it demonstrates commitment to the customer's success. It shows you're thinking beyond the product/service features and instead - are focusing on their strategic outcomes. To be clear - "Back of napkin math" isn't about being precisely accurate in real-time. It's about demonstrating a strong intuitive grasp of financial levers that matter to the customer and the ability to articulate value in their terms, instantly. This fluency builds a bridge of trust, making conversations more meaningful and impactful. #Gartner

Imagine sitting down for a first date. The other person smiles, then hits you with: “Okay, here’s how tonight’s gonna go. We’ll spend 45 minutes getting to know each other. You’ll tell me about your childhood trauma. I’ll share my five-year plan. At the end, we’ll decide if we’re seeing each other again. Deal?” Awkward. You’d probably fake a bathroom emergency and bolt. But this is what we do in sales all the time. We get on a call and hit prospects with: “Here’s the agenda. Here’s the time limit. Here’s what we’re deciding at the end.” Why? Because a sales guru told us it ensures both parties are aligned on expectations. My take? It just makes conversations feel stiff and transactional—like a job interview where nobody really wants the job. Instead of setting a rigid agenda, just ask something simple: “So, what’s on your mind?” “Hey, what made you want to take this call today?” “Can I ask you a couple of specific about X?” And the end you can see if they’d like to continue the conversation. “Would is make sense to do a trial run with your sales team so you can see how this works in your environment?” “No? Where would you like to go from here?” Sales isn’t a formal dance with set moves. It’s more like jazz—loose, adaptive, and fun. Start the conversation, see where it flows. You don’t need a contract to have a conversation.

I wrote a book called The Referral Engine to make the case that referrals should be your #1 lead source—but there’s a catch. Early in my career, I thought doing great work was enough to keep clients coming. And for a while, it worked. One happy client led to another, and I stayed busy. Then, one day, the referrals slowed down. And I found myself wondering: Where’s the next client coming from? That’s when I realized something many business owners eventually figure out: Referrals don’t just happen. They have to be built into your marketing system. Too many businesses think referrals are random. They do great work, cross their fingers, and hope happy clients will spread the word. Yes, that better be happening. But that’s not a strategy. I started asking myself some different questions. ~ How do I make referring me the easiest thing my clients can do? ~ How do I teach my best customers to tell the right story about me? ~ How do I bake referrals into every stage of my client experience? Just thinking this way changed everything. Instead of waiting for referrals, I created a system to generate them. Here’s what I figured out. First, people don’t refer businesses. They refer experiences. If your work is just “good,” no one is talking about it. If your process is clunky, no one is bringing their best contacts into it. The easiest way to get more referrals is to create something worth talking about. Second, most people would be happy to refer you, but they don’t know how. If you want more referrals, you have to make it easy. Give people the right language to use. Create a process that naturally encourages introductions. Make referring you feel like a win for them, not a favor to you. Finally, the best way to generate more referrals is to teach before you sell. Create content that positions you as the expert people want to send their friends to. Be the person people naturally think of when someone asks, “Who do you know that does great work in this space?” When someone tells me their lead generation is inconsistent, I don’t tell them to start cold calling. I tell them to make referrals a system, not an accident. So I’m curious—what’s one thing you do to make referrals a natural part of the customer journey?

If you are looking for a roadmap to master data storytelling, this one's for you Here’s the 12-step framework I use to craft narratives that stick, influence decisions, and scale across teams. 1. Start with the strategic question → Begin with intent, not dashboards. → Tie your story to a business goal → Define the audience - execs, PMs, engineers all need different framing → Write down what you expect the data to show 2. Audit and enrich your data → Strong insights come from strong inputs. → Inventory analytics, LLM logs, synthetic test sets → Use GX Cloud or similar tools for freshness and bias checks → Enrich with market signals, ESG data, user sentiment 3. Make your pipeline reproducible → If it can’t be refreshed, it won’t scale. → Version notebooks and data with Git or Delta Lake → Track data lineage and metadata → Parameterize so you can re-run on demand 4. Find the core insight → Use EDA and AI copilots (like GPT-4 Turbo via Fireworks AI) → Compare to priors - does this challenge existing KPIs? → Stress-test to avoid false positives 5. Build a narrative arc → Structure it like Setup, Conflict, Resolution → Quantify impact in real terms - time saved, churn reduced → Make the product or user the hero, not the chart 6. Choose the right format → A one-pager for execs, & have deeper-dive for ICs → Use dashboards, live boards, or immersive formats when needed → Auto-generate alt text and transcripts for accessibility 7. Design for clarity → Use color and layout to guide attention → Annotate directly on visuals, avoid clutter → Make it dark-mode (if it's a preference) and mobile friendly 8. Add multimodal context → Use LLMs to draft narrative text, then refine → Add Looms or audio clips for async teams → Tailor insights to different personas - PM vs CFO vs engineer 9. Be transparent and responsible → Surface model or sampling bias → Tag data with source, timestamp, and confidence → Use differential privacy or synthetic cohorts when needed 10. Let people explore → Add filters, sliders, and what-if scenarios → Enable drilldowns from KPIs to raw logs → Embed chat-based Q&A with RAG for live feedback 11. End with action → Focus on one clear next step → Assign ownership, deadline, and metric → Include a quick feedback loop like a micro-survey 12. Automate the follow-through → Schedule refresh jobs and Slack digests → Sync insights back into product roadmaps or OKRs → Track behavior change post-insight My 2 cents 🫰 → Don’t wait until the end to share your story. The earlier you involve stakeholders, the more aligned and useful your insights become. → If your insights only live in dashboards, they’re easy to ignore. Push them into the tools your team already uses- Slack, Notion, Jira, (or even put them in your OKRs) → If your story doesn’t lead to change, it’s just a report- so be "prescriptive" Happy building 💙 Follow me (Aishwarya Srinivasan) for more AI insights!