The Center for Sales Strategy Blog

I just got off the phone with Debbie. I had to pass along the story she related to me.

My sister is an elementary school teacher in Portland, and for the last two years, has wanted a change. She recently decided to pick up everything and move to San Antonio (and before you ask, the answer is no, she’s never been there). She applied for three jobs: two teaching positions in the San Antonio School District, and one at an educational services company selling science curriculum to school districts. 

I recently read an article on how to get one of those choice seats in the first-class cabin. One suggestion was to be nice and smile at the gate agent. Gee, I don’t think so! Yes, I should be courteous and warm, but no, there is darn little chance that being sweet will get me upgraded. I know the computer makes those decisions based on the passenger’s status in the airline’s loyalty program, how much they paid for their ticket, when they bought it, and numerous other factors. Rarely does the gate agent have any discretion as to which of us weary travelers gets that last first-class seat.

But the article did have value—because it made me think about how salespeople get “upgraded” in the minds of our prospects. In that realm, there’s no computer and no algorithm. And while smiling probably won’t make much of a difference, how we behave totally determines how we’re perceived and whether the prospect gives us first-class treatment (an appointment) or not.

I saw this quote on the bathroom wall of my favorite Asheville coffee shop this week.

“There’s always free cheddar in the mousetrap baby.” 

It’s a lyric from a Tom Waits song, a song I’m not particularly fond of, but this lyric line got me thinking. The main message, of course, is that the easiest path is not always the best. The mouse would be better off slowly nibbling on alley scraps through the day to end up with enough food to survive, instead of trying to grab the full days’ worth of nutrition at one time from the mouse trap—making it his last meal!

As I thought about this timeless truth, I started thinking about the trap I see many new salespeople fall into. Too often, a new seller makes a quick sale or two before they know what they’re doing, before they are following the right steps and committing to enough activity.

I can still see it in my mind—the old commercial for Reese’s Peanut Butter Cup. Two people would run into each other, and then exchange accusations: “You got your peanut butter in my chocolate.” “No, you got your chocolate in my peanut butter.”

You should think of selling and customer service in the same way. It’s not one or the other. They should work together. That was always the case, but these days it is even more dramatically true: selling and serving should be inseparable, and nearly indistinguishable.

“All the world’s a stage, and all the men and women merely players…” 

- William Shakespeare

An account manager recently sent me a note with this cool compliment: “Thank you, thank you, thank you. I always feel so confident after we speak.”

That last line stopped me in my tracks and brought a smile to my face. Confidence is such an important aspect of what we all do. With it, great things can be accomplished; without it, few things will even be attempted. So I reflected on the conversation that led her to make that statement. Why did she reach out to me? And what, exactly, happened during our call?

I know you have been there. We all have. You go to any restaurant, and they are always trying to upsell you. Do you want a drink with that? How about a jumbo large fries? And even at nice restaurants they ask if you would like to see a dessert menu, or they just bring the dessert cart to your table without even asking.

Are they really doing that for you? Are they trying to solve your hunger problem after you just ate a huge meal or ordered a double meat cheeseburger? Of course not! They are trying to solve their problem, which is to grow their bottom line. (Drinks and desserts have the largest profit margins on most menus, but you knew that.) And we know we are being upsold because if we wanted or needed that pie, we would have ordered it!

A decade ago, a group of hospitals in Michigan implemented a procedure in their ICUs that reduced the infection rate by 66%, cut expense by $75 million, and saved an estimated 1,500 lives. Some new technology? A wonder drug? Nope. 

It was a checklist, used when inserting an intravenous line into a patient. Author James Clear calls this the power of never skipping steps, and he wrote about in a recent blog post at JamesClear.com. Surgeon and best-selling author Atul Gawande wrote a very strong-selling book about the extraordinary impact of the simple checklist, The Checklist Manifesto.