Greg Edwards

This blog is not about the ideas expressed, but about how they are written. Therefore, my rules are:

-Greg

5 Whys: Why Can't I Sell More Easily?

Using “5 Whys” means literally asking “why?” around five times in a row — like you’re a 3-year old — and is a way at getting at the root cause of a problem. It comes from Lean Manufacturing and particularly from Toyota and Taiichi Ohno. You can read about it in laymen terms here and here.

Problem Statement: I have a difficult time executing the sales process as often and as much as I’d like to

5 Whys: Try #1

Why? Because I don’t enjoy the process, and I forget to follow up with people after the initial contact or two.

Why? I don’t enjoy the process because I don’t think I’ll be that successful.

Why? I don’t think I’ll be successful because, despite the fact that I have a great product, they don’t yet know that I have a great product and probably won’t want to talk to me.

Why? I don’t feel confident that I know how to handle the initial moment to communicate my value in a couple of seconds.

Why? I don’t have something that I can say: “Hi, we do eyetracking and optimization. Have you heard of us? No? Ok, we are incredibly valuable and if you only have 1 minute, then check out this [insert_thing]”

Root Cause, and Next Step

I don’t have something that effectively explains what we do in 15 seconds. I will create the message that then I can have my designer make it look nice. I’ll probably generate a short PPT with just a couple of slides to communicate to the designer what I’d like the result to be.

Why? I don’t follow up with people after the initial contact or two because I forget.

Why do I forget? I don’t have a reliable way to remember to follow up on something a few days later.

I could use a calendar. Doing so would be quick and easy to implement. I’d have to start writing down follow-up reminders. It’s that or start parsing the notes files I use each day to generate daily reminders.

Why don’t I use a calendar? Calendars are in a separate place that I need to remember to enter stuff into. Also, it’s too easy to forget one, making the process unreliable. I need something that I can use quickly in the heat of the moment.

Why don’t I auto-generate daily reminders? I’d need it to be quick and easy to generate. I could parse the call logs in a directory pretty easily. Then I’d just need a way to do that daily. I could use cron (which I don’t know how to use), or set up a work flow for it.

5 Whys: Try #2

Why? Because I don’t have a lot of contacts Solved: a mined all of the phone logs over the years to generate a list of contacts we have. I also can use LinkedIn.

Why am I not contacting everyone we’ve contacted before? I haven’t gone through and categorized the different people into:

  1. those that I should email
  2. those that I should call
  3. those that I can connect to on LinkedIn
  4. those that I should offer a pre-payment discount

Why am I not doing that? That’s a good question… I’ll schedule that for tomorrow so that I will at least know how the situation looks.

Why am I not contacting more people on LinkedIn? I could connect to more people who I’d like to be contacting. Then, I could contact them to describe the new service. And since I’ll have a fast, effective way to do that, it could work out well.

Root Cause, and Next Step

I don’t have a firm categorization of contacts into action-item-groups. I will review the contact spreadsheet and categorize contacts based on how I should contact them.

For LinkedIn, I will take the people from my contact list and see who of them I can connect to as an introduction, then follow up with them via email and/or phone.

Postscript

Working through this process formally, writing as I went, helped me specifically target what mental blocks I’ve had regarding sales. Coming into this process of asking myself the “5 Whys” I just knew that I was having difficulties and I felt it was difficult to solve. Now I have clearly defined, somewhat easy to solve problems. It will be interesting to see where this all leads…

Posted by Greg Edwards
about 2 years ago

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If you can think of a better way to write what I wrote, leave a comment with the re-write. I'd love to hear from you.