3-Second Rule for Customer Insights

3-Second Rule for Customer InsightI am going to take a guess here that if you are reading this post, your reason falls into one of two groups. The first group believes that no meaningful customer insights can come within 3-seconds, and you are reading to confirm your belief. The second group is hoping against all odds that insights truly can be gleaned that quickly.

The 3-Second Rule for Insights

When speaking with your current customers, ask them this simple question…

“What are you doing three seconds before using our product?”

The answers you receive may be quite different from what you expected. What I have found over the years is that this very question gives specific insights into the circumstances that customers find themselves in when preparing to use a product, service or solution. As I would continue to ask the question of a variety of different customers across a variety of industries, similar patterns began to emerge. Let me share a few examples.

Example 1: Computer Accessory Company

In working with one organization that made computer accessories, one of their products was a Presentation Remote. I conducted a number of in field interviews and focus groups, and one of the most common responses to the ’3-second’ question was that they were looking for their flash drive with the presentation and loading it onto the laptop, then ejecting the drive to replace with the dongle for the presentation remote.

The result not only led to a better understanding of how customers used their products, but it also resulted in a whole new product that turned the presentation remote dongle into a flash drive as well. The perceived value was huge, and subsequently led to further points of separation in the marketplace.

Example 2: Curriculum Resources

Once again, applying the same process with another organization that creates Sunday School curriculum, I was leading a workshop at a national event and asked the ’3-second’ question to a room full of teachers and leaders. A pattern emerged in that one of the most common activities they do right before using Sunday School curriculum is to scramble to the supply closet to gather all the supplies necessary for the lesson.

This is a distraction from what they are supposed to be focused on…and with distractions, comes opportunity. Once again, I was able to gain valuable insight into the circumstances customers find themselves in when using the company’s products. These customer insights are what led to the creation of a Curriculum that includes everything they need “in the box.” The marketing reinforced this message and drove the point home by saying that, “The only you need to prepare is your heart.”

Summary

When you understand the nuances of the circumstances in which your customers are dealing day in and day out, you will find that you have increased your credibility when speaking with prospects.

For the aspiring Challenger Sale rep, if you are going to have any chance at getting prospects to think in new ways about their status quo (i.e., Reframe), establishing credibility (i.e., Warmer) is critical. Without credibility, even the most brilliant Reframe will be dismissed as quickly as your introduction was.

Give it a try, and keep sharing your results with me, whether in comments below or via email.

What have you got to lose? You can’t learn any less!

Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted here typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

Does a Challenger Sales Rep Do Demos?

Product Demos | Challenger SaleInspired by a very good question in the CEB Challenger Sale forum, I decided to write an article on the topic of product demonstrations relative to the Challenger Sale, addressing some of the questions around this particular subject.

The question posed to the group, was in essence, “What conditions would need to be in evidence before a good Challenger sales rep would initiate a product demonstration?” Excellent question!

Derivatives of the question throughout the forum discussion evolved into whether or not Challengers should conduct product demonstrations at all. Equally good questions! Following is my take on the two questions — Do Challengers do product demonstrations, and if so, where in the sales process would be the appropriate time to do so.

Do Challenger’s Demo?

The short answer to whether or not a Challenger Rep does product demonstrations is a qualified “Yes,” but with some caveats. Let’s look at a couple of them.

  1. Demos don’t define Challengers. Challengers define demos. Not all products require demonstrations, which you already understand. When they are pertinent as part of the sales process, the Challenger conducts at the appropriate time, anchoring back to what the customer didn’t understand about their business or industry in the first place. To be clear, the Challenger Rep is not defined by whether s/he does a demo. They are defined by their behaviors throughout the sales process …with or without a demo.
  2. Challengers don’t win the sale with demos. This will be, perhaps the most important point I make here. If the sale were won at the point of product demonstration, something went wrong earlier in the process as this has just become the Features and Benefits sale. True Challengers shape demand before a prospect ever knew they wanted or needed a solution, then continue to expose problems, consequences, etc. through commercial teaching/insight. Challengers effectively win the sale by selling the problem prior to a product demonstration. Furthermore, the effective Challenger rep will have been leading TO their solution throughout the sales process, thereby making the product demonstration merely ‘confirmation’ of the sale.

When Do Challengers Demonstrate Products?

As a quick rehash of the Challenger choreography, following are the key stages:

  1. Warmer – Prospect Response: “S/he knows my industry/business”
  2. Reframe - Prospect Response: “I never thought of it that way before”
  3. Rational Drowning - Prospect Response: “I’m familiar with the story s/he is describing”
  4. Emotional Impact - Prospect Response: “S/he is telling my story”
  5. A New Way - Prospect Response: “What should I do?”
  6. Your Solution - Prospect Response: “Will your product address these problems?”

With my paraphrase of the Challenger choreography above, the answer to when a Challenger rep should do a product demonstration is quite straight-forward…At the end of the choreography.

To add a little bit more color to this though, following are a few key elements of Intentionality that must have taken place with your prospect prior to a product demonstration occurring:

  • You taught them something about their business or industry (commercial teaching/insight), that they didn’t appreciate or anticipate before
  • You effectively led them to the center of their own story (Emotional Impact) and created a compelling need to change
  • You remained disciplined and left product/solution out of the discussion in stages 1 – 5 of the choreography

There is certainly more to it than these three areas, but these tend to be the primary areas where lack of intentionality and discipline show up in a rep’s process. That said, when a rep has effectively met the aforementioned criteria, the prospects are prepared to confirm their selection of you as their supplier once the demo is complete.

As a bit of an exaggerated visual picture for what this looks like, consider what the audience members looked like each time Steve Jobs was unveiling a new product. It was the Jerry McGuire version of, “You had me at ‘Hello’!” as the audience, both physical and virtual, has already said ‘yes,’ and are merely waiting to see what they have said yes to.

Repeatable Success Tip

Intentionality. Staying disciplined to the process, despite the prospect’s tendency to try to remain outside of their own story and talk about product requires tremendous intentionality on the rep’s part. In fact, for a great illustration on commitment to the process, see the following article on Zappos’ CEO, Tony Hsieh.

To practice intentionality in this area, consider doing the following. In your next conversation with a prospect, pay specific attention to how quickly you begin speaking about your own product/solution. It doesn’t matter if the prospect initiates discussion on product. If you engage and proceed to discuss your solution, prior to the other 5 stages of the choreography taking place it counts. Furthermore, it will typically cost you for reasons I will describe in my upcoming article on The Consequences of Introducing Solutions Prematurely.

Jeff Michaels | Repeatable SuccessJeff Michaels is a 25-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted typically emphasize 1 of 3 requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

The Wrong Question: PowerPoint or Whiteboard?

Whiteboard PowerPoint PresentationsA question I frequently hear raised in sales forums is whether a person should use PowerPoint or a whiteboard for their presentation.

I would like to suggest a different question, as asking which tool to use places inappropriate focus on the tool.

Lesson from the Woodworker

Imagine approaching a skilled woodworker and asking him, “which tool should I use, a hammer or a saw?” His response would be quite predictable…”What are you trying to build?” Depending on your answer, he may suggest one, both or neither. The key, of course, rests upon what you are trying to ‘build.’ So a better question is, “What are you trying to build?”

The Presentation Trap

Let’s look at a common scenario. A prospect or customer asks you to come and deliver a presentation to their team. We won’t get into it in this post as to why this might be a yellow flag, if not a red flag. For this example, let’s assume it is appropriate for you to meet with their team to present.

The prospect, knowingly or unknowingly, predetermined your communication to be a “presentation.” As a result, you are enticed to look through the lens of “presentation” and subsequently question whether you should use PowerPoint or a whiteboard. If this sounds familiar, you have fallen into the presentation trap.

TIP: When asked to do a presentation, don’t be hemmed into the same format your competitors will use. Ask the prospect if by “presentation,” (s)he means the ‘tool’ you should use (e.g., PowerPoint) or instead, means to effectively achieve the mutually predetermined outcomes in a way that will resonate with the audience. The question alone, begins to set a refreshing contrast between you and the competition.

Reps can get so excited by the opportunity to ‘present’ that what gets emphasized is the presentation, subsequently compromising your opportunity to present the case for change.

Common Mistakes

As a result, sales reps invited to do presentations will often prepare by addressing three areas – The audience, the message and the presentation. The three areas aren’t the problem, but rather the focus within those areas and the amount of time given to each is generally the bigger problem. For example, reps I encounter across a variety of industries often place inappropriate focus and time to each area:

  • 60% on Presentation: Building/designing the presentation, provided the same message isn’t used for everyone
  • 30% on Message: What’s intended to be communicated (e.g., Info about your company, product, solution)
  • 10% on Audience: Identification of audience members (e.g., Who will attend and what is their title/role?)

While the percentages are merely illustrative, not recommendations, I often see even lower time given to the audience with much greater time given to designing presentations.

Change the Focus

Instead of focusing mostly on the presentation and tool, and the least time on your audience, change your focus and amount of time spent in each area. Consider something more along the lines of the following:

  • 60% on Audience: While knowing titles/roles is necessary, it is not the goal. Know your audience well enough that even with a mixed audience of finance, operations, sales and marketers, you can tailor and speak specifically to the problems they face from their respective areas.
  • 30% on Message: The message should clearly demonstrate that the pain of staying the same is greater than the pain of change. The proposal for change should ultimately lead to the areas your organization is uniquely able to solve.
  • 10% on Presentation: Shift your focus from building presentations to building a case for change (i.e., The message). The presentation of your message should heighten the case for change. If the tool doesn’t do so, don’t use it.

Important to note is that if you have not created a core message* that demonstrates the pain of staying the same is greater than the pain of change that generally addresses the problems of the industries you work with, the percentage of time spent goes up greatly for the message the first time you create that. This is not only appropriate to spend more time here, but is critical to your success.

*By ‘core message,’ I mean that given the industry you work in and the common issues those within your industry struggle with are at the core of the industry. The representative ’30%’ indicated above is therefore, referring to the amount of time it will take to tailor your core message into a specific message for your prospect, given the audience and unique problems they face.

In Summary

Don’t think and act like your competitors. When they hear “presentation,” they think ‘tool’ or ‘output’ (i.e., What do I want to present and in what format?). Instead, when you hear “presentation,” you think about the unique problems each of your audience members are facing from their respective areas, and ask, “What will be the most effective way to build the case for change that will lead directly, and exclusively back to my solution?”

Upcoming Posts on Presentations

Over the next two days, we will take an unconventional look at the unintended consequences of using PowerPoint and whiteboards for presentations. For quick reads on each, see the posts here:

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Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted here typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

The Problem with Whiteboard Presentations

Presentations, Whiteboards, WhiteboardingNow that we have taken a look at just a few of the Problems with PowerPoint presentations, let’s take a look at three of the problems whiteboard presentations can present if not intentional in design and approach.

Let’s be honest. When we see the work of masters at whiteboarding like RSA, whose work is pictured to the left, we think, “That’s cool!”

The way they marry the work of incredibly competent whiteboard artists, with a compelling story is second to none. But notice the two requisite points necessary for a compelling whiteboard presentation – 1.) Competent Artists and 2.) A Compelling Story.

The absence of either one of the two can compromise the whole presentation. For example, trying to deliver a compelling story with poor whiteboard skills, merely becomes a distraction. This distraction compromises the story by shifting focus from the story, to the clutter on the board (See picture below). On the other hand, even with an incredibly competent whiteboard artist, without having a compelling story, the value of the presentation is merely tied to watching an artist work. The takeaway from this kind of presentation is, “Wow, s/he can sure draw!” This is the wrong outcome.

Three Warnings on Whiteboard Presentations

To be clear, I am not against whiteboard presentations at all. I am quite the fan and personally use them for certain types of presentations, but my use of whiteboards has to meet the criteria I defined in my post on the Wrong Question: PowerPoint or Whiteboard?. Let’s take a brief look at two areas to consider before presenting by whiteboard.

Warning #1: Skills. This should go without saying, but it is amazing how often this point gets overlooked when a sales professional approaches a whiteboard presentation. In fact, it would appear that very little thought is given here at all, as if the rep’s thought is merely, “What’s there to think about…I will simply write on the board whatever I am talking about.”

You do not need to be as talented as the team at RSA to use a whiteboard, but you do need to have competency…and practice…telling your prospect’s story via whiteboard. The team at Corporate Visions have done some great work in helping people think through communicating stories with simple images via whiteboard.

WARNING!!! Without forethought on what to whiteboard and specifically how to present that thought, you are setting yourself up for a poor outcome!

Warning #2: Proficiency. This one is important. If you are not proficient at telling your prospect’s story through whiteboarding, you are likely to compromise the presentation in one of two ways. Either you will take too long to draw the ideas on the board, which creates some really awkward dead air, or you will be too quick to be effectively represent your point in the drawing like you see below.

Bad Whiteboarding | Whiteboard PresentationRegarding my previous point on taking too long, think of it this way. Imagine showing up to your prospect’s meeting with your laptop connected to a digital projector and saying to them, “I am going to build this PowerPoint on the spot while I present to you.”

WARNING!!! Without being proficient at whiteboarding, whiteboard presentations are analogous to creating a PowerPoint real-time in front of your prospect!

Warning #3: Message. The last area of caution is with regard to the message. Of course, this is critical regardless of what method you choose for presenting, but the criticality increases with whiteboarding quite simply because you are  developing the presentation ‘real-time.’ At least with PowerPoint, people have an image or slide in which to direct their empty stare while they think about what they need to get done once the presentation is over. Therefore, you need to make sure your message is spot on and finely tuned to the prospect’s story, and their focus should be squarely aimed at disrupting their status quo.

WARNING!!! Without proper attention to delivering a compelling message, your prospects will likely remember your whiteboarding skills…or lack thereof, since that is where you are directing their attention!

Repeatable Success Tip

Whiteboarding can be an incredibly effective way to lead prospects to the center of their own story in a visually compelling way. Like anything in life in which you want to improve, it takes practice. ‘Practice’ falls under the category of being Intentional, which is one of the three characteristics of the Repeatable Success model.

Our profession of Sales is a noble one. Great intentionality must be given on the front end of your presentation…from preparation through delivery. Those that have consistently repeatable success in presentations aren’t scripted, but choreographed. Prepare in a manner worthy of the outcome you are working to achieve. You are worth it…and so are your prospects.

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Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted on this site typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

The Problem with PowerPoint Presentations

PowerPoint PresentationThere is an old adage that warns those ‘speaking’ that no learning about, or from, your audience occurs when you are doing the talking.

The premise for this assertion, of course, is that when a person is doing all the talking, they learn no more than what they already know. This makes sense.

But how does this apply to the sales professional in which presentations are a key part of their sales cycle?

We like to poke fun at PowerPoint and those that use it for presentations, as the cartoon above suggests. The aim of this post, however, is not to admonish against the use of the tool, but rather to point out problems sales and business professionals alike, may create for themselves when choosing PowerPoint for meeting with others.

Four Pitfalls of PowerPoint

In my previous post on ‘The Wrong Question: PowerPoint or Whiteboard?,’ I spoke of determining first, what you are trying to build or create as a result of the presentation, then prioritizing your preparation differently for where to focus and how much time to devote to each category. After this has been firmly settled, you can determine which tool — PowerPoint, Whiteboard or other — should be used.

Assuming you have a solid handle on your objective of the presentation, which should be more than a “closed sale,” as that is a byproduct of behaviors, let’s look at a few of the pitfalls or unintended consequences that PowerPoint can create.

  • Pitfall #1: Static vs. Dynamic Content. PowerPoint slides obviously need to be created, designed and prepared in advance of doing the presentations. Problem: If the rep’s presentation includes their solution, they are often doing so prematurely without having ever spoken with most of their audience members. Question: How would you respond, if someone approached you and said, “I know we have never met, but I have a solution for you?”
  • Pitfall #2: Orientation to Screen vs. Status Quo. The rep’s graphic-laden presentation has successfully captured the focus…or at least the place where eyes rest…of your audience. Don’t believe me? Try inserting a blank slide and watch how many people continue to stare at the screen while you speak. Problem: Eyes glued to the screen does not equal engagement. More often it is a conduit for concealed disengagement whereby the audience does not have to confront their biggest issues. Question: Is PowerPoint the most effective way to get your prospect to look at their status quo? Sometimes yes, but more often, not.
  • Pitfall #3: Defending Your Point vs. Their Point. Let’s face it. Once you put something on writing on your PowerPoint, you’re committed. Problem: If you have posed a point of view devoid of understanding how the prospect may counter, you are stuck to either defend your point of view (the typical course of action), or admit that you hadn’t considered their point of view when creating the presentation. Question: Have you created a presentation without knowing the problems your prospect will present?If so, you have no business presenting at all, especially if your solution is included.
  • Pitfall #4: Presentation vs. Conversation. I am currently working with a company who is looking to solve why people don’t go to church anymore. One of their key findings in the declining attendance is due to one-way conversations of pastor to congregation. Important to remember is that talking isn’t necessarily teaching, nor is listening necessarily learning. Problem: Research by the University of Texas found that people will only remember about 10% of what they read or hear, but remember up to 90% of what they experience. Question: Are you creating an experience worth remembering through your PowerPoint presentation?

“Talking isn’t Teaching, and Listening isn’t Learning!”

Tips for Presenting with Repeatable Success

We all can fall victim to ‘presentation bias’ as we tend to concentrate more on what we want to say, than what a prospect needs to hear. If we continue to emphasize the presentation vehicle, then the only reason for prospects to choose one supplier over another comes down to whose presentation was best.

There will always be a better presenter, or a better designed PowerPoint. Therefore, if I am to focus on where to be the best, I would rather focus my energy on helping my prospects get to the center of their own story. This is the place where the prospect sees themselves in a situation that is completely untenable, and realizes that their pain of changing pales in comparison to the pain of staying the same.

When I choose PowerPoint as the vehicle best fit for disrupting how prospects see their own circumstances, I do these three things:

  1. Use presentations to tell ‘A’ story and use conversations to tell ‘their‘ story. The difference between the two is often the difference between what their industry faces, whereas THEIR story focuses on them within their industry.
  2. Use an image [and words, only when necessary] in the presentation to enhance the emotional connection to the story. Heads nod in agreement when the story about their industry is on track. This primes them for leading them to the center of their own story.
  3. Keep the presentation to just a few slides to prepare them for the conversation we are about to have and use the blackout function at key conversational points. I aim for one iconic image to anchor our conversation to, that will allow me to point back to something tangible that will resonate with the prospects in grappling with their own story.

In my next post, I will look at The Problem with Whiteboard Presentations.

AUTHOR’S NOTE: In today’s world of SEO, blogs love to be Liked & Shared. If you found any aspect of this post helpful, I would be honored if you would Like, Tweet, +1 and/or Share with others using the buttons below.
 

Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted on this site typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

Implementing the Challenger Sale, Visually

Making a Powerful Impact, Visually

In January 2012, I was giving a keynote address on becoming a ‘Challenger’ to a room full of highly competent sales reps, who were self-described as Relationship Builders in their selling approach. In fact, this approach was reinforced by the whole organization as it had been centered around relationship building for more than three decades.

To create an impetus for changing what had been endorsed as the preferred selling approach (a.k.a., status quo) for decades, I had to create a constructive tension in a visually compelling way.

This post is aimed  at showing how I did so in a way that resonated with 5 different sales teams that didn’t know this was a problem.

Background: The Sales Team’s Profile
As aforementioned, the 5 various team types (i.e., B2B, B2C, B2I, 501(c)(3), and licensing/franchise sales), were comprised of highly competent professionals. Most of the team had tenure between 5-20 years and knew their customers, their issues and aspects about how the products, services and solutions would benefit customers more significantly than any competitive offering.

Due to a very unique, well-defined marketplace that is not very large, the relationships that had been formed over many years with customers were very strong. From the customer’s point of view, the reps were highly regarded. Furthermore, these reps were instrumental in taking market share from competitors year after year.

Why Change?
After a deep dive into the metrics, processes and behaviors, I saw an opportunity to go from good to great, especially after identifying that the intentional behaviors were not leading to predictable and repeatable results. As a side note, whenever I see leaders and/or teams that don’t have these 3 characteristics (intentionality, predictability and repeatability) in their performance, I see risk and ripe opportunities.

Additionally, having worked years ago with a 100 year-old company who mistakenly believed that relationships were key to their successful sales, I saw this as the Achilles heel, that not only would bite them, but already had some overlooked signs of performance drains.

Relationship Builders
When it comes to the Relationship Builder, statistically, this sales profile has the lowest probability of success for becoming high performers, particularly in a higher complexity sales environment. According to the Sales Executive Council’s research, only 4% of Relationship Builder’s are likely to be high performers in a complex sales environment, whereas the Challenger profile, at 54%, was very likely to succeed in a complex sales environment. (See Fig. 2.4 from the SEC below).

Challenger Sale Effectiveness

A Visual Case for Change
As with any change effort, it is never just one thing. There are many aspects to leading a successful change effort, much of which is not described in this post. That said, I wanted to share of one specific and practical way to illustrate your point in an experiential and visual way.

With the data shown above in Fig. 2.4, and my diagnosis of where these teams stood to make transformational improvements in their performance, I did the following. I made a life-size bar chart on the stage as the backdrop for my keynote address. I used stacks of the company’s products to make the representative bars for each respective sales type (i.e., One stack for the Relationship Builder, one for the Problem Solver, and so on for the Hard Worker, Lone Wolf and Challenger).

Each product represented 5% within the stacked bar . I took the organization’s most iconic product, which measured approximately 14 inches high in its package, and made the graph with the Relationship Builder profile at 4% on one end and the Challenger profile at 54% on the other end.

There were two aspects of the visual representation that made the effectiveness of each sales profile particularly hit home:

  1. First, the Challenger bar stood over 10 feet high, towering over me as I made my points
  2. Equally as stunning, was the Relationship Builder bar – The fact that I had to cut 20% of the product off the top to accurately represent 4%, since each product represented 5%, had a sobering effect

The stark contrast between the two ends of the life-sized bar chart not only was visually stunning, but resonated with each of the reps who recognized the gaps between what had been and what should be for them.

Challenger Profile Statistics

Life-size bar chart of Challenger statistics

The Results?
A year after The Challenger introduction and implementation, performance improved across all teams. Following are some stand out achievements from three different teams:

  • Team A had a 22% performance improvement from the year prior with all reps far exceeding quota, and within 1-2 points from one another
  • Team B sells registrations, of which post-sale cancellations are also expected. They used the Challenger approach to reduce cancellations, which led to the lowest cancellation rates they had ever seen
  • Team C had an individual from the team that went from being ranked dead last in performance, to consistently #1 or #2 for 6 months in a row by changing to Challenger behaviors

Reflections:
Many leaders wait until they see problems before they initiate a change effort. How about you?

  • Do you know what to look for?
  • If so, do you know what to do about it?
  • Are you challenging the status quo?
  • Does your team know which behaviors to be intentional about that lead to predictable, repeatable results?

An answer of “No” to any of the questions above can have dire consequences if not addressed. If that describes you, seek out a trusted resource, colleague or other business professional with a solid track record of improving performance in these areas.

If you would like to receive other insights on The Challenger Sale and how to get intentional, predictable, repeatable results from your team, follow my blog.

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Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted here typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.

Effective Presentations: Communicate with Impact

Exercise in FutilityRecently, 2,500 Children’s Ministry Directors from around the country convened in Chicago to attend KidMin, a conference dedicated to their profession. I had the distinguished privilege of leading a workshop for an audience in which was far different from those I have traditionally worked with before.

Nevertheless, my objective was the same regardless of profession, topic, or other. My primary goal was to create dissatisfaction with the attendees’ status quo and compel a different way of thinking about and solving their issues.

This did not mean giving a compelling ‘speech’ or ‘presentation,’ but rather creating an impactful experience. This is often easier said than done.

Experiencing the gravity of their problems is different from talking about the gravity of their problems!”

It is easy to stand up front and tell people about the problems they are experiencing. At best, you will earn credibility, but that is not enough to compel people to change. The status quo can feel pretty comfortable to most people. Despite the gravity of a person’s problems, significant behavioral change rarely comes from the safety of a shared observation, but rather from their own experience. Experiencing the gravity of their problems is different from talking about the gravity of their problems.

Experiential vs. Presentation
In order to help these Directors better understand the gravity of what they were dealing with, and the impending consequences of not addressing the issues in a different way, I needed to create a constructive tension between their current status (Status Quo) and where they were aiming to be.

Therefore, I created an experience that would help the attendees ‘feel’ the impact of the problem rather than tell them about the impact. The experience was as follows.

Creating the Experience
When we went to our breakout session, I organized people into smaller groups giving each group five different sized boulders (larger than a softball, but smaller than a bowling ball).

The first part of the exercise was to discuss within their group the biggest issues they were all facing. They would then agree on the top 5 issues and use a marker to write their biggest problem on the biggest boulder, using a word that best described the issue they were facing. Then they would do the same with the 2nd through 5th issue on each respective boulder.

As we reconvened, I selected one volunteer to come to the front to serve as our representative Director. We loaded a backpack full of the five boulders, identifying each one as they went into the pack. Then I had her put the backpack on and describe the immediate impact. She shared that it was heavy, but she was okay for the moment. A term for what she was experiencing, coined by the Corporate Executive Board (CEB), would be Rational Drowning.

I went on to talk with her about how she dealt with each of these issues on a daily basis and the impact this had in shifting her focus from where she was aiming to take her ministry, compared to the urgent focus of trying to solve the problems (i.e., The boulders in her backpack). During our discussion, she shifted her weight and adjusted the pack due to the weight. Here I used the physical impact to lead to her Emotional Impact, another CEB term.

Standing on stage, she described [through tears] that she was incapable of solving those issues. They were too overwhelming for her to handle all at once. She also realized that these issues were lessening her effectiveness with her children in the ministry as well as supporting her volunteers. you could have heard a pin drop from the other attendees, because in large part, this was their story too.

The Moral of the Story
As you can imagine, there is a lot more to this story and what we unpacked in our sessions together at the convention. But the point of this article is merely to call out the importance of what we communicate and how.

As I mentioned at the beginning, I could have easily stood up front and ‘presented’ the scenario by talking about it. Heads would have nodded in agreement that the problems are real, and “Yes, I should do something about it,” but few would leave the convention changed, just inspired…or motivated. But we know where that leads.

Before I could talk with them about ‘Solutions,’ I had to effectively communicate in a way that would compel a change in their behaviors, away from the comfort of the status quo.

For those whose business requires communication with others (e.g., Sales, Marketing, Business, Ministry, etc.), consider creating experiences that draw people into the center of their own story.

In CEB’s Challenger model, this would be the process of leading them from Rational Drowning, where they recognize the story (with a sense of distance), into Emotional Impact in which they recognize it is their story. It is at this point where change begins to occur.

I would love to hear your stories of how you have created experiences to deepen the message you were communicating.

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Jeff Michaels | Repeatable SuccessAbout the Author: Jeff Michaels is a 20-year Sales & Marketing Executive that works with executives, leaders, and teams to create repeatable success in their business. Articles posted here typically emphasize one or more of the three requirements leading to Repeatable Success — Intentionality, Predictability and Repeatability.