STEP 03 · DIRECT SELLING
Use a short sequence that ends with a real next step.
The purpose of early direct selling is to learn whether a particular buyer has this problem, how they handle it, and whether they will commit to a defined offer.
- 01
Choose one narrow buyer profile.
Name the kind of organization, the person who owns the work, and the situation that brings the problem up. Add one clear qualification, such as the workflow happening regularly or already consuming paid staff time.
For [organization], [role] handles [job] when [trigger] happens.
- 02
Make a small, relevant prospect list.
Start with people you can reach through your network, industry directories, professional groups, or public role and company searches. Record why each person matches, the specific workflow clue you found, and where that clue came from.
Keep the list focused enough that every person has a real reason to hear from you.
- 03
Send a personal request to talk.
Mention one accurate detail about the person’s work, explain the workflow you are trying to understand, and ask for a short conversation. A useful first message asks about the problem; it does not assume your product is the answer.
“I’m learning how [role] handles [job] when [trigger]. Would you have 20 minutes to walk me through the last time it came up?”
- 04
Learn from a real workflow example.
Ask what happened the last time, who was involved, what tools or workarounds they used, and what the problem cost in time, money, or risk. Listen for existing spend and the person who can approve a change. Keep the buyer’s words and your interpretation separate in your notes.
Ask “Could you show me how that works today?” before asking what they might want.
- 05
Offer a concrete paid next step.
When the problem, buyer, and timing fit, propose a paid pilot or pre-sale with a written scope, price, start and end point, and clear deliverable. Ask whether they can take that step and who needs to approve it. A compliment is not a commitment; record what happens without assuming a sale.
A clear “not now” or “no” is useful information too. Do not promise a result you have not demonstrated.