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
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.
- 1Land your recommendation in 3 client meetingsScore 4+ out of 5 on Influence in 3 discovery meetings, workshops, briefings, or demos
skill:influence >= 4 x3 kind:discovery|workshop|briefing|demo - 2A reframe the room adoptedA Brilliant influence moment
moments:brilliant x1 skill:influence - 3Speak in specifics in 3 meetingsScore 4+ out of 5 on Clarity in 3 meetings
skill:clarity >= 4 x3 - 4A decision closed in a workshopA meeting goal achieved in workshops
goal:achieved x1 kind:workshop - 5Influence 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
InfluenceName the trade-offevery recommendation says what it costs and what would change it
ClarityAsk for the decisionasks for a decision, or an owner and a date, never "thoughts?"
ClosingAchievements
- Point of viewFive times you led with a view in front of a client
moments:great x5 skill:influence kind:discovery|briefing|demo - Room movedThree times the room took up your frame and reused it
moments:brilliant x3 skill:influence - Never "thoughts?"Five rounds that ended in a decision, an owner or a date
skill:closing >= 4 x5 kind:workshop|discovery - Plain and concreteThree rounds where every line was numbers and names, not adjectives
skill:clarity >= 5 x3 - Big room, one viewA view that held with six or more people in the room
moments:great x1 skill:influence attendees>=6
Drills
Lines to practice your answer to, before the meeting where someone says them.
Client CMO
Three agencies have told us the same thing this month. Why you?Influence
Their CFO, joining late
What is the payback period on this pilot?Inquiry
Steering group
Can we park the decision until next quarter?Closing
Head of product
We've tried AI pilots before. They never left the lab.Influence
Client lead
Walk me through the options again?Clarity
Their CEO
So what would you do in my place?Influence