Here’s how I drive buyer engagement for high-value opportunities from the get-go.
Before a discovery call, I create a buyer-branded microsite using WinRoom, starting with the Executive Summary page template.
I leverage our account research GPT to gather insights—CEO quotes, performance trends, recent press releases, SWOT analysis—to formulate pain and value hypotheses tied to a strategic priority, using McKinsey’s SCR (Situation-Complication-Resolution) framework.
I relabel "Complication" as "Challenge" and "Resolution" as "Required Capabilities" for a buyer-centric focus.
The “Situation” and “Challenge” sections synthesize the pain hypothesis. The “Required Capabilities” synthesizes the value hypothesis.
To personalize further, I add a buyer-specific screenshot (e.g., their homepage, CEO Letter to Investors or a recent press release) and a CXO quote to headline the “Show Me You Know Me” section.
This discipline allows me to open the call with insights aligned with board-level priorities. It reminds me of my days at Gartner when I had the most insightful research at my fingertips for opening calls.
Next, I craft the agenda and add discussion questions for each topic in WinRoom. This becomes my call plan.
I’m ready.
I walk into the call excited to help the buyer make a meaningful impact on something that truly matters to the C-suite, confident that we can make it happen.
During the call, I use targeted, vertical market use-case-specific statements and questions to explore and expose current state gaps and risks, and position our differentiated value as the ideal solution.
Post-call, I review the recording and summary and add the 'Current State Limitations' template to the buyer WinRoom.
The template precisely and concisely describes typical gaps, risks, and required capabilities for the vertical's key use cases.
This enables sellers to help the buyer define the problem statement more thoroughly and effectively than they could on their own, while ensuring it aligns with the seller’s differentiated value.
I edit the template based on our conversation and quickly share it with the buyer through their WinRoom, which now also contains the agenda and discussion questions for our next call.
I invite the buyer to add comments or edits to the summary.
Now we’re aligned, sitting on the same side of the table.
The lesson: Buyer enablement starts way before the initial call.
NOTE: The template wording is crafted with input from top reps, product marketing SMEs, and, ideally, actual customer and prospect conversations.
No need to reinvent the wheel every single time.
No need to learn how to write copy like David Ogilvy or Don Draper.
And, better alignment with marketing positioning and messaging.
Years ago, I coined the phrase “Prepare to win!” It’s a mantra that guides this entire process and ensures success.
P.S. WinRoom evolves, with follow-on pages added at key engagement points.