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Gaining Executive Access
Rob Perrilleon
SVP, Delivery Services
Executive Access
conversation.com
Direct Access Study
Executive Access Test Conditions
Common approach for
20+ Years
Seller demonstrates
understanding of
customer challenges
Shares Quantified
Results / ROI
Known Business
Initiative + ROI
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unique Product
Value Prop
Proven model for
product
differentiation
Shows how solution
solves problem in new,
different, better way
“Power Position”
taught for 20 years,
but not as exec
access approach
Research Simulation Scenario
• You are a senior exec (President / COO type)
• Leading initiative to improve customer churn &
customer sat
• You haven’t decided on specific course of action
• Outside vendors start soliciting you
• You get an email from a vendor
– Heard of vendor, no strong opinion
– Don’t know vendor rep
Executive Access Test Conditions
Common approach for
20+ Years
Seller demonstrates
understanding of
customer challenges
Shares Quantified
Results / ROI
Known Business
Initiative + ROI
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unique Product
Value Prop
Proven model for
product
differentiation
Shows how solution
solves problem in new,
different, better way
“Power Position”
taught for 20 years,
but not as exec
access approach
Status
Quo
Bias
Preference
Stability
Anticipated
Regret
/Blame
Cost of
Action/
Change
Selection
Difficulty
Your
Solution
Status Quo Bias
Executive Access Test Conditions
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unique Product
Value Prop
Proven model for
product
differentiation
Shows how solution
solves problem in new,
different, better way
“Power Position”
taught for 20 years,
but not as exec
access approach
7%
How Likely to Take Meeting? How Likely to Decline Meeting?
Executive Access Test Conditions
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unique Product
Value Prop
Proven model for
product
differentiation
Shows how solution
solves problem in new,
different, better way
“Power Position”
taught for 20 years,
but not as exec
access approach
Executive Access Test Conditions
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unconsidered
Need
Flawed
Current
Approach
Improved
New Way
Business
Impact
De-Stabilize
Preferences
Cost of sticking
with status quo
Solution
response
Customer story
with contrast and
quantifiable
results
Business
Issue
Why Now Study
Industry trend
aligned with
strategic
initiative
Why Now? Why Change? Why Now?
Executive Access Test Conditions
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Executive Access Test Conditions
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Unconsidered
Need
Flawed
Current
Approach
Improved
New Way
Business
Impact
De-Stabilize
Preferences
Cost of sticking
with status quo
Solution
response
Customer story
with contrast and
quantifiable
results
Business
Issue
Using ROI the Right Way
Industry trend
aligned with
strategic
initiative
Why Change? Why Now?
System #2 (Slow)
Rational, Logical
Designed for Analysis
Justifies Decisions
System #1 (Fast)
Emotional, Intuitive
Designed for Survival
Makes Decision for Change
Language
conversation.com
Sponsored Meeting Study
Research Simulation Scenario
• You are a senior exec (President / COO type)
• Leading initiative to improve customer churn &
customer sat
• You haven’t decided on specific course of action
• A Direct Report requests a meeting with vendor
– You’ve heard of vendor, no strong opinion
– Don’t know vendor rep
Executive Access Test Conditions
Common approach for
20+ Years
Seller demonstrates
understanding of
customer challenges
Shares Quantified
Results / ROI
Known Business
Initiative + ROI
Provocative
Industry Insight
Tested and proven by
CVI and others
Introduce new need
exec hasn’t
considered
Based on experience
with other clients
Competitive
Benchmark
Approach getting a lot
of buzz
Seller offers
benchmark
comparison to similar
companies
Unique Product
Value Prop
Proven model for
product
differentiation
Shows how solution
solves problem in new,
different, better way
“Power Position”
taught for 20 years,
but not as exec
access approach
How Interested in Meeting? How Likely to Take Meeting?
Product Hero KnownBusiness
Initiative
Industry Insight Competitive
Benchmark
Unique Product
Value Proposition
Known Business
Initiative + ROI
Provocative
Industry Insight
Competitive
Benchmark Offer
Product Hero KnownBusiness
Initiative
Industry Insight Competitive
Benchmark
Known Business
Initiative + ROI
Provocative
Industry Insight
Competitive
Benchmark Offer
Known Business
Initiative + ROI
Unique Product
Value Proposition
Executive Access Test Conditions
Known Business
Initiative + ROI
Provocative
Industry Insight
Competitive
Benchmark
Unique Product
Value Prop
Trust in direct report seems to transcend messaging approach*
Suggests execs accept meeting based on relationship with that
person, not what they say*
* Within reason
Takeaways
• Executives are human
– Need their preferences destabilized
– “Tell me something I don’t know”
• Use ROI the right way
– To justify a decision, not to gain attention
• The message matters less with a sponsor

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How to Gain Executive Access (New Research)

  • 1. conversation.com Gaining Executive Access Rob Perrilleon SVP, Delivery Services
  • 4. Executive Access Test Conditions Common approach for 20+ Years Seller demonstrates understanding of customer challenges Shares Quantified Results / ROI Known Business Initiative + ROI Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies Unique Product Value Prop Proven model for product differentiation Shows how solution solves problem in new, different, better way “Power Position” taught for 20 years, but not as exec access approach
  • 5. Research Simulation Scenario • You are a senior exec (President / COO type) • Leading initiative to improve customer churn & customer sat • You haven’t decided on specific course of action • Outside vendors start soliciting you • You get an email from a vendor – Heard of vendor, no strong opinion – Don’t know vendor rep
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  • 11. Executive Access Test Conditions Common approach for 20+ Years Seller demonstrates understanding of customer challenges Shares Quantified Results / ROI Known Business Initiative + ROI Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies Unique Product Value Prop Proven model for product differentiation Shows how solution solves problem in new, different, better way “Power Position” taught for 20 years, but not as exec access approach
  • 13. Executive Access Test Conditions Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies Unique Product Value Prop Proven model for product differentiation Shows how solution solves problem in new, different, better way “Power Position” taught for 20 years, but not as exec access approach
  • 14. 7% How Likely to Take Meeting? How Likely to Decline Meeting?
  • 15. Executive Access Test Conditions Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies Unique Product Value Prop Proven model for product differentiation Shows how solution solves problem in new, different, better way “Power Position” taught for 20 years, but not as exec access approach
  • 16. Executive Access Test Conditions Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies
  • 17. Unconsidered Need Flawed Current Approach Improved New Way Business Impact De-Stabilize Preferences Cost of sticking with status quo Solution response Customer story with contrast and quantifiable results Business Issue Why Now Study Industry trend aligned with strategic initiative Why Now? Why Change? Why Now?
  • 18. Executive Access Test Conditions Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies
  • 19. Executive Access Test Conditions Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients
  • 20. Unconsidered Need Flawed Current Approach Improved New Way Business Impact De-Stabilize Preferences Cost of sticking with status quo Solution response Customer story with contrast and quantifiable results Business Issue Using ROI the Right Way Industry trend aligned with strategic initiative Why Change? Why Now?
  • 21. System #2 (Slow) Rational, Logical Designed for Analysis Justifies Decisions System #1 (Fast) Emotional, Intuitive Designed for Survival Makes Decision for Change Language
  • 23. Research Simulation Scenario • You are a senior exec (President / COO type) • Leading initiative to improve customer churn & customer sat • You haven’t decided on specific course of action • A Direct Report requests a meeting with vendor – You’ve heard of vendor, no strong opinion – Don’t know vendor rep
  • 24. Executive Access Test Conditions Common approach for 20+ Years Seller demonstrates understanding of customer challenges Shares Quantified Results / ROI Known Business Initiative + ROI Provocative Industry Insight Tested and proven by CVI and others Introduce new need exec hasn’t considered Based on experience with other clients Competitive Benchmark Approach getting a lot of buzz Seller offers benchmark comparison to similar companies Unique Product Value Prop Proven model for product differentiation Shows how solution solves problem in new, different, better way “Power Position” taught for 20 years, but not as exec access approach
  • 25. How Interested in Meeting? How Likely to Take Meeting? Product Hero KnownBusiness Initiative Industry Insight Competitive Benchmark Unique Product Value Proposition Known Business Initiative + ROI Provocative Industry Insight Competitive Benchmark Offer Product Hero KnownBusiness Initiative Industry Insight Competitive Benchmark Known Business Initiative + ROI Provocative Industry Insight Competitive Benchmark Offer Known Business Initiative + ROI Unique Product Value Proposition
  • 26. Executive Access Test Conditions Known Business Initiative + ROI Provocative Industry Insight Competitive Benchmark Unique Product Value Prop Trust in direct report seems to transcend messaging approach* Suggests execs accept meeting based on relationship with that person, not what they say* * Within reason
  • 27. Takeaways • Executives are human – Need their preferences destabilized – “Tell me something I don’t know” • Use ROI the right way – To justify a decision, not to gain attention • The message matters less with a sponsor