ATCP, LLC

Part 3 (of 3) of a white paper I wrote 10 years ago for a customer that had just recently started selling professional services, but had sold product for over 20 years. This deliverable was one of several I created over the years to train sales and delivery staff in the ways of professional services and intangibles in general. Part 2 is here, and Part 1 is here.

Notes:

LEGACY refers to the existing, outdated process of selling.
Confidential refers to the company itself.

What Decides Whether a Project Should Be Approved?

You may well be pushing your project through channels that are not as familiar with the solution from a technical perspective as they are from a business perspective. While LEGACY as a whole is geared toward technical management, you need to be familiar with, and conversant in, the business categories your client is used to.

Your goal is not to educate the client in LEGACY and change the way they perceive their business. You goal is to show that you think like your client does, and understand the way their business works. In most cases you are not being asked to redesign everything, just address a specific issue. If your approach is too far from the mark, and you lose effective commonality with your client, you will lose the contract. At that point it doesn’t matter how wrong they were, what matters is that you failed to close a deal because you were too busy telling the client how wrong they were.

It cannot be stressed enough that templates and guidelines available to you through the intranet should be treated as exactly that-starting points. You must use these tools to make sure that whatever your end result for a proposal or presentation, it suits the customer’s communication style and information exchange pace. The farther you stray from reading and reacting correctly to the customer’s language, pace and views, the less their heads will shake up/down and the more they will shake left/right.

Be prepared to discuss the solutions proposed with regard to how it will affect the following factors:
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