How We Work
The customer never forgets the person who told them the truth
The customer never forgets the person who told them the truth.
The single most valuable thing I have ever done in a sales conversation is tell someone that what I was selling would not solve their problem.
Not as a technique. Not as a set-up for a larger sale. Just said out loud, in the meeting, that this was not their fix and here is what I think actually is — even when what actually is belonged to a competitor.
Every time, it cost me the deal in front of me. Every time, it came back, and it came back larger.
Why it works, mechanically
Healthcare buyers are lied to constantly. Not maliciously — enthusiastically. Every vendor believes their thing helps, so every vendor says yes, and the buyer's whole job becomes discounting what they are told. They arrive at your meeting already running that filter.
When you say "this isn't for you," you break the filter. There is no way to interpret that sentence as self-interested, so it registers as information rather than persuasion. And a person who has given you real information once is someone whose next answer you also believe.
That is the asset. It is not goodwill and it is not likeability. It is that your yes now carries weight, because they have watched you say no.
What it costs, honestly
It costs the quarter. Sometimes it costs a deal you genuinely needed, and I am not going to dress that up — I have walked out of rooms knowing exactly what I had just given away and what it meant for the number.
It also means it does not work as a tactic. Buyers can tell the difference between someone who is disqualifying honestly and someone performing candour to seem trustworthy, and the second one is worse than just pitching. If you are doing it for the effect, do not do it.
How to build it into a team, not just a person
This is where most companies lose it, because a founder can afford this instinct and a salesperson on a monthly number cannot. If your comp plan and your pipeline reviews punish a disqualified deal exactly like a lost one, you have told your team what you actually value, and no amount of talking about integrity in the all-hands will outrank it.
The fix is not complicated. Make a well-reasoned disqualification a reportable, creditable outcome. Ask for it by name in pipeline review. A forecast that only ever moves in one direction is not a forecast, and the team already knows that.
The method underneath
Interview the customer first. Surface the problems they have, including the ones they have not named yet. Then connect your solution to what they told you. And when it does not fit, say so out loud.
That last part is what builds the relationship no competitor can dislodge. It is also the part everyone skips.
Katie Jackson is the founder of Unbound Growth Advisory, which builds the commercial foundation healthcare companies skip. Twenty-seven years inside healthcare’s buying process, then three commercial organizations built or rebuilt from nothing. Start a conversation or read the FAQ.