Route · v3 · CC-BY-4.0

Sell the room

Walk in with a view, leave with a decision.

For
strategyconsultingpartnerprincipalcmomarketing
Meetings
Discovery · Workshop · Briefing · Demo
By
sidekick
Already in the app: Growth › Routes Suggest a change The route file

Lens

How Sidekick reads these meetings when you walk this route.

You were asked in as the advisor, so the answer comes first. A question without a stated hypothesis is routine, not Inquiry 4+. A recommendation that names what it costs and what would change it is Influence 4+; the room reusing your term or number later is Influence 5. Ending on "thoughts?" or "let's take it offline" is Closing 1; asking who decides and by when is Closing 4+.

Path

Milestones tick themselves as your meetings meet them, in order.

  1. 1
    Land your recommendation in 3 client meetingsScore 4+ out of 5 on Influence in 3 discovery meetings, workshops, briefings, or demosskill:influence >= 4 x3 kind:discovery|workshop|briefing|demo
  2. 2
    A reframe the room adoptedA Brilliant influence momentmoments:brilliant x1 skill:influence
  3. 3
    Speak in specifics in 3 meetingsScore 4+ out of 5 on Clarity in 3 meetingsskill:clarity >= 4 x3
  4. 4
    A decision closed in a workshopA meeting goal achieved in workshopsgoal:achieved x1 kind:workshop
  5. 5
    Influence ProficientInfluence level 60 (Proficient)level:influence >= 60

Focus tracks

Each one becomes a skill with its own level once you walk the route; unrated until then.

Lead with a viewstates a recommendation before the third question
Influence
Name the trade-offevery recommendation says what it costs and what would change it
Clarity
Ask for the decisionasks for a decision, or an owner and a date, never "thoughts?"
Closing

Achievements

  • Point of viewFive times you led with a view in front of a clientmoments:great x5 skill:influence kind:discovery|briefing|demo
  • Room movedThree times the room took up your frame and reused itmoments:brilliant x3 skill:influence
  • Never "thoughts?"Five rounds that ended in a decision, an owner or a dateskill:closing >= 4 x5 kind:workshop|discovery
  • Plain and concreteThree rounds where every line was numbers and names, not adjectivesskill:clarity >= 5 x3
  • Big room, one viewA view that held with six or more people in the roommoments:great x1 skill:influence attendees>=6

Drills

Lines to practice your answer to, before the meeting where someone says them.

Client CMOThree agencies have told us the same thing this month. Why you?Influence
Their CFO, joining lateWhat is the payback period on this pilot?Inquiry
Steering groupCan we park the decision until next quarter?Closing
Head of productWe've tried AI pilots before. They never left the lab.Influence
Client leadWalk me through the options again?Clarity
Their CEOSo what would you do in my place?Influence