Relationship Build 

This is a advanced version of the build stage used in the 'Close' stage of the 7Cs framework.

Within any client engagement there should be a desire on your part to build an effective and efficient sales relationship. This build process can be driven by your ability to understand and manage the following four factors:

  1. Build Levels - the level indicates the commercial nature of the relationship with the customer. This will range from a customer who is generally aware of your product and offering through to someone who is fully engaged in a profitable sales relationship.  

  2. Build Steps - the steps indicate the differing stages you need to take the customer through to progress them from the aware to engaged levels. 

  3. Build Dimensions - the dimensions indicate how you need to balance and integrate the cognitive and affective element to stimulate a positive shift in behavior. This is an integration of the Head, Heart and Hand factors covered in the book. 

  4. Build Drivers - The drivers indicate the specific action you can take to manage each step change and so help people move through each of the corresponding build levels.  

     

1.    Build Levels

In developing a sales relationships  the customer must be encouraged to walk through a series of adaptive stages as seen below. In taking the client through these steps, you will take them along a number of platforms: from generic curiosity through to specific interest; and from cognitive awareness to behavioral action.

 

 

These might be described as:

  1. Aware - By virtue of the fact that they are Anti, they must be aware of you product, the aim is to shift the aware from one of anti to one of agnostic. 

  2. Belief - the potential client believes in the need for this type of product and decides to meet this belief by making a single transaction purchase  

  3. Conviction - the customer has a conviction that your product is the right one and can be seen to believe that it is the only one. 

  4. Desire - at this level the customer is highly motivated to maintain a relationship and demonstrates this by defending your product and even aspiring to learn more about its application   

  5. Engaged - at the this stage the customer is fully engaged in the sales process and has become such an advocate of the product that they activity promote it and help others understand what value they might derive from it.

2.    Build Steps

If your goal is to get the customer to progress effortless through these 5 levels, then it will help to understand the stages they need to go through during the journey. You might need to take them from a position where they might be fiercely opposed to your  product through to a position where they are a keen market advocate and even taking on a sales role. So the journey might be one of a managed shift from 'Anti' to 'Educator'!

 

 

However, the journey from Anti to Educator, albeit a powerful one to make is rarely one taken in a single step. To help your customer make this shift they will often have to go through a number of key steps:

From Anti your product to an Agnostic position where they don't really have a strong belief either way.

From Agnostic to Believer, where they accept that there is a need but not necessarily for your product

From Believer to Buyer, where they are prepared to make a single transaction purchase.

From Buyer to Customer, where an ongoing relationship has developed with the purchaser.

From Customer to Champion, where the customer will happily promote you or you idea in their environment

From Champion to Defender, where they are such a strong advocate that they will counter any criticism against you

Form Defender to Disciple, where their belief is such that they want to learn more about the product

From Disciple to Expert, where they new knowledge put them in a commanding position as an authority figure

From Expert to Educator, where they have the capability and desire to help others make a similar journey.  

A number of important points must be understood about the Build Steps :

  1. There is no suggestion that you should aspire to get all customers up to the Educator level. This would be costly in terms of your time and energy and would be seen as a pyramid selling scheme

  2. The key is to decide in advance what level you need to achieve with your customer and then apply the appropriate energy to get them to that level.

 

3     Sales Dimensions

There are three primary elements that underpin the build process. The cognitive or Head element, how much the customer understands about our product and its benefits; the affective or Heart element or how they feel about it; and the behavior or Hand factor, or how much effort they expend on purchasing the product, i.e. what they do as well  as what they say and feel.

The effective sales builder makes sure that they understand the 3 dimensions and how they interact. More importantly they will appreciate the fact that it might be possible to give someone evidence to help them change their mind about something, it is a lot harder to pressure people to feel differently about something. At best I can use stories, metaphors, emotional leverage or personal disclosure to help effect an emotional change. The reality is that as in Love, the actual process of feeling different is something outside your direct control

In the sales situation you might be able to offer the customer data and evidence so that they can discuss it with you , but any shift along the emotional or Heart continuum will take place inside them and beyond your direct control.

To help move up the steps you will need to develop a range of actions and behaviors that move the client forward. These actions will tend to consist of an iteration around the Head and Heart dimensions as seen in the diagram. 

So the first step might be a head action where you offer the client hard evidence as to why they should listen to you. You might follow this with a heart step by giving them time and space to reflect on your data and from this they can feel a reason to believe in your evidence. Once they believe in the general idea. you might then offer them hard tangible data as to the personal value and benefit they will get from buying your product. This process can go on ad-infinitum until you reach the level sales relationship that you set out to achieve.    

The key thing to remember is that I can generally make you look at my data or hard facts (albeit briefly) , but  it is very difficult to change how you feel. The customer has to choose to change how they feel and make the step up to the next level. 

However, by understanding the factors that drive a change in how people think and feel it is possible to build a series of change actions that will help manage the migration up the sales steps. Hence by understanding the drivers at each level you can exert a greater degree of influence over the customer adoption journey. 

4.    Build Drivers

The following drivers can be used as guides to help make the shift up each level of the steps. Each one in turn is indicated as a Head or Heart change action.

1

Anti to Agnostic - Offer evidence

Like the consumer who is opposed to any use of your product near them, the first logical step may be  to give them logical evidence  to demonstrate that no harm will come to them from association with the product. Note, this is generic data not necessarily data specific about your product or idea.

 

2

Agnostic to Believe - Reason to Believe

In the words of that great bard - Rod Stewart - we have to have a reason to believe. The emotional shift from agnostic to a believer is indicative that the person believe in the need for the benefits that you product can offer but have not bought into the need to buy your product. At this stage you might lose the sale to a competitor. 

3

Believe to Buyer - Offer value

The logical shift from a position where someone believes in the need for a product and actually buying your product is driven by the logical appreciation that they will derive a benefit. That there might  be a financial, emotional or rational pay back resulting from the cost of sale. Interestingly, although it might be that the decision to buy is driven by an emotional pull, generally the customer will be able to rationalize the decision.

 

4

Buyer to Customer Make it Personal

The buyer might be viewed as a transactional position where there is a purchase, but the customer will go more for cost as the primary driver. The emotional shift to a customer relationship is once it becomes personal and relationship based. At this stage the buyer has to desire to come back to you rather than purchasing from one of your competitors. At this stage the cost becomes less of a decision criteria and the nature of the relationship becomes more dominant.    

5

Customer to Champion Personal Payback

The logical shift from Customer to Champion is a subtle but important one. It is the point where your customer is prepared to tell others in their organisation about your product and its value. The benefit of this is that they help increase your market penetration and start to reduce the cost of sale. The customer will often do this because they see some form of personal payback from promoting your goods. This might be in the form of brand association or political power. 

 

6

Champion to Defender Stake Holder

The emotional shift from Champion to Defender is indicated by the willingness of your customer to act as protector in cases where other people criticize your product. The drive for this will often be because they have a personal stake in the ideas associated with your service and view any attack as a personal criticism of their decision to support you.  

7

Defender to Disciple - Lead though Learning

At this level the customer sees sense in learning more about your ideas and so takes on a disciple or committed student role. Their goal in this case might be to acquire knowledge so that they can deploy it for personal or business gain. 

 

8

Disciple to Expert - Re-Frame

The step from Disciple to Expert is where the learner is able to take the ideas associated with the product  and use it in a new way or direction. They do this by adding value through reframing the base concept or utilities and present it to the market in a different form. 

9

Expert to Educator - Recognition

The final stage from Expert to Educator is where the customer has acquired so much expertise that you are able to recognize their knowledge and value in the market, to the extent that you are happy to draw upon their knowledge and desire to help others learn about your product or service.

 

 

Build Framework

In pulling these 4 factors (Build Levels, Steps, Dimensions and Drivers) together we can see the build framework below. The framework is offered not as a rigid solution that should be used to drive the customer journey. Rather it is a mental framework that can be used to understand where your client relationship is and what you might do to enhance the emotional and commercial value of the relationship.     

Build Example

One examples of the shift from 'Anti' to 'Educator' came for me with the introduction to the Steven Covey personal effectiveness framework. At the time I wasn't aware of the logical progression, by looking back over time I can clearly see the adoption cycle in process and how I was helped through it by the Covey support system.   

Anti

When I first came across the model I really didn't buy into it at all. I found it grated for me and to be honest I didn't see the need for that type of product.

Ambivalent

After I considered the different ideas that were in the market, I started to see the personal development market as it existed and accepted that maybe some people found it of use - but it still wasn't really for me. 

Believer

Then I found the benefit in having a personal mission. Not  a mind blowing gut wringing see it all type realization, but a thought that 'arh' I see why this would help and how it might help me.

Buyer

I first became a buyer when I attended the 3 day course. At the time it was just a course and I also attend a number of NLP programs. 

Customer

The emotional switch came when I came across some ideas in Stephen's book that made sense. Also, I really trusted Ed, the Covey account manager, a guy who really lived the model and I could see how it could help me.

Champion

At this point I could see the business benefit for the business and so started to advocate that we should adopt it as part of a large cultural change programme we had embarked upon. 

Defender

In the process of kicking off this programme there were a lot of people who were anti the model. The attacked it from many sides, but I was prepared to take the flack, because I believed in my heart that it would help.

Disciple

The disciple stage came when I attended the trainer training event. I went to this because the three day course gave me the questions, but I wanted to find some answers.

Expert

At this stage I felt I had internalized the model and was able to do presentation without notes, talk to people in the corridor about the ideas without feeling nervous and even more describe its application to friends and family without taking their taught and jibes. 

Educator

Finally, I started to run the internal 3 day programme. This was really the completion of the cycle as I was able to present Covey model, but more interesting to reframe and present in a way that made sense to me without following it slavishly.

Personal Build Level Map

It can be interesting to take time to map your 'build relationship' with different products and services in the market. The Build Map just indicates a few of the relationship I have with different products and possible offers an indication what they need to do to move me have the value chain:

Anti

The awful Airline that flew me to Brussels recently!!!!!, Tattoo's.

Ambivilent

One day training seminars with hundreds of people, Body Piercing,

Believer

Expensive kitchen refits, 

Buyer

DVD, Coffee bars

Customer

Fort Galaxy Diesel, Virgin, BA

Champion

Sony Vaio Laptops, Sony Minidisk and most stuff Sony, Sunday Business Newspaper,  

Defender

London, New York, M&S, 

Disciple

Mobile phones, PDA's, NLP, Being a parent

Expert

Hotel's for training venues

Educator

Seat belts, Further Education, Personal Capital, 

Go on - try it on yourself....

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(c) Mick Cope 2001 Aug