Platonic

One question I get frequently asked is, “How did you convince the client into rebranding?” or “How did you get approval on that idea?” when the client appeared to be conservative or rigid or needed education about design. 

And the truth is, I never convinced them because they didn’t need convincing. So I’d say that if you’re approaching a client to persuade them to do something, that’s a missed opportunity. 

Don’t worry; I’ve been there too. I asked the same question fifteen years ago, fresh out of college. What I learned and did is what this article is all about.

The art of selling your ideas.

This article is split into four parts. In the first part, we’ll visit Northpoint to give you a frame of reference. 

The second slice covers why no one gives a shit about your ideas. So, how do you get people excited and interested in your ideas? And, why do you need to be thinking like a pickup artist? 

The third bit dives into having the right attitude, mindset, and common mistakes people make when sharing their ideas with an illustrative example. 

The final breadth is about coming up with relevant ideas that make an impact. We’ll also talk about the pitfalls of assumptions and generalizations with a fantastic story the President of Media Planning, MullenLowe shared with me.

–The First Part 

A trip to Northpoint

In 2007, I was enrolled at Northpoint (an offspring of Mullen Lowe Lintas Group), studying brand, marketing, advertising, media, and communications. 

An institution (overlooking the Western Ghats) designed to address the lack of preparatory grounds transitioning young professionals from text-book to the playing field.

Northpoint had zero on-campus faculty (except for a Director of Programming), relying solely upon visiting practitioners from the industry. A rare sight at the time.

“Show me your friends, and I’ll tell you who you are?”

For a year, Northpoint put us face-to-face with Presidents, CEOs, CFOs, VPs, Heads of Creative or <put almost any agency department here>, Directors and Senior Management (including the client-side) — exposing and expanding our minds on a daily diet. 

Never a dull moment. 

These people brought, to the table, their experiences, learnings, and live case studies — giving us a first-hand account of what they were working on and what challenges they were facing. These conversations built our mental models for how shit got done in the real world and, most importantly, how they sold their ideas (on some occasions worth millions of dollars) day-in-day-out. 

Beyond these “boardroom” sessions, we were thrown into the meat-grinder, working in the different departments of an agency. 

I was carrying a bag full of soap, working my way from shop to shop in the sultry summer of Mumbai, and reporting back to Unilever HQ with findings and observations as part of working at the client’s office. 

By its immersive nature, the Northpoint experience hardwired these real-world problem-solving practical skills into me, leaving no chance for guesswork. 

Anyone caught faffing was at the wrath of Siva sir (Northpoint crew knows what I’m talking about). We took our shit seriously, son.

I spent the next decade applying those skills in an agency and later in a brand consulting firm I founded with a friend. The findings and results of the application and practicing those concepts are what I’m sharing with you today.

–The Second Part

Why you need to be thinking like a pickup artist

“Whatever you’ve learned till now is fucking wrong! It doesn’t work in the real world. So we’re going to unlearn everything.”

There I was, front row and centre, on day one, at Northpoint, and the first thing to come out of Suraja Kishore, VP, Lowe’s mouth (sporting a French beard and bright floral shirt) were those words. 

His statement intended to disrupt our thought patterns and open our minds to new possibilities and a different worldview. Pickup artists and great salespeople use a similar technique when starting any interaction. 

By the way, I’m not suggesting the VP is a pickup artist. However, having the undivided attention of a room full of restless-opinionated minds within fifteen seconds of making an entrance was a technique worth elucidating. 

Here’s the psychology aspect.

As people walk through life, over time, they tend to form secure belief systems; view of the world, view of themselves, view of how things work, opinions of who they are, what they stand for and what they believe. In the case of companies, what the process or culture is, what they can or cannot do etc., becoming set in their ways. 

I get caught up in the hype too. No kidding.

“I’m not creative,” or “I’m an analytical thinker,” or “I’m not outgoing,” or “I’m not a dancer,” or “I’m an atheist,” or “This is how we’ve (or I) always done (do) it.” “We don’t need a rebrand,” or “We don’t need a new website,” or “That new app user flow isn’t for us,” being close relatives of the same mentality.

Some people, clients, brands etc., don’t like change. They like living in the neatly designed shell of their self-image because it’s harder to adjust their view than maintain it. Change is hard, seriously. 

And at the slightest chance of someone changing that reality or offering a different view, “No, thank you, I/we don’t want it,” becomes the gut knee-jerk reaction.

Laziness and fear are the culprits.

Opening up your audience to become receptive to your ideas begins by making the interaction personal and relevant, as the VP had done so successfully by questioning and challenging a bunch of BBA freshmen. 

Being a figure of authority in the room was another factor going for him that day despite the floral decoration. 

Offering an alternate or contrarian view is not about coming from a hostile place or attempting to put others down. I’d be worried if I were in a room where that was acceptable. Instead, aim to inspire and present an alternate reality of success to a client, person, company or business. Remember, you’re not trying to negate other ideas but only bring more perspectives to the table.

The second part of presenting an alternate worldview to someone is freeing yourself of the outcome. Do not be worried about failing, rejection or falling flat on your face. Being able to walk away at any time works in your favour. 

Here’s why. 

You don’t come off as needy (when talking to a hot girl) or trying to be “salesy” (trying to win business). 

On winning and losing countless pitches (in my personal and professional life), I traced the failure to the lack of applying these simple traits.

–The Third Part

Sharing Mindset

Having someone other than yourself listen to your idea- not hear it passively but listen attentively and remain engaged till you stop talking can be a nerve-racking and daunting scenario to some.

In your case, it could be a business case that needs approval, a partner/stakeholder that needs to be “convinced,” or someone from procurement that won’t budge. Who knows what this may entail for you?

The common thread I noticed by observing and working alongside clients, colleagues, and bosses who inspired, motivated and excited me to do my best can be explained simply with this mental model.

When great leaders, people I admire and with whom I go out of my way, share their ideas and invite people into a dialogue (identify whos). They are at the cause being proactive, are open to consideration, and are willing to share ownership (how vs who) with people around them. And finally, they are receptive to worldviews different from their own and can channel their team’s energy towards their vision while welcoming and embracing negative feedback. 

In stark contrast, clients, colleagues or people I try to avoid exhibit traits commonly found in amateur talent to prove themselves. They behave reactively, fearing their ideas may get hijacked or stolen or have to be shared by other people, acting defensive, trying to protect their ideas by playing bank with cash. They are not receptive or open to feedback or different worldviews—attempts to help come off as stealing or putting down their idea.

It’s the fear of having someone else improve upon your idea. If another soul made your original idea great by adding to it, would that still be “your” original idea? To resonate with the thought of not being the one to have had that better version? Not getting one hundred percent credit or losing the limelight are a few susceptible causes.  

Whenever I get caught up in this feeling, I shake it off immediately, knowing nothing good will follow. 

It takes guts to be transparent and open by putting yourself and your idea out in front of the world, vulnerable to external forces beyond your control. To a certain degree, a level of detachment is required from your idea for it to become a living, breathing dragon indeed. Ha! You get the point.

–The Final Part

Why assumptions are bad news

Premjit Sodhi, President of Media Planning, MullenLowe, started his workshop with a lesson he learned during his days in business school. He recalled his professor putting the class to task with the story of a farmer. It went something like this (this was a while ago, but I’ve got a handle on it).

There’s a poor farmer living in the middle of the Rajasthani desert. He can barely make ends meet; his house is falling apart, the nearest hospital is hours away, there’s no water supply, and so on, describing the apathetic conditions of the villager. How can you improve and make the farmer’s life better?

The students, including Premjit, assembled in teams, spending the day debating and ideating. Then, they returned to class that evening, in time for presentations, with unique ideas. 

From getting the government involved, interconnecting the remote village with satellite towns by road and having a school built, digging a community tubewell, giving the farmer a tractor and supplies (even a laptop), fixing his house to finding him a job and having a municipality setup. 

The professor listened, chiming in on occasions, patiently till the last student spoke his last word. And, when all was said and done, he had only one question, to their dismay, for his hungry-for-praise students. 

“Did anyone bother to ask what the farmer wants?”

Today, product designers are labelling it “User-Centred Design” as if it’s a concept dropped out of digital heaven, wedging the divide between the agency and product world thinking. Maybe we can debate this topic on another day? 

But broadly speaking, very early, we learned to leave our assumptions at the door, question everything, talk to end-users/customers, arrive at true insights by research and observation, and have multiple points of view even if some of those views were conflicting. Lead with curiosity and form opinions by doing the work.

No shortcuts, ever.

That’s why when you approach a client with your ideas early in the conversation (without identifying the problems to be solved or knowing jack shit) for rebranding or app design or recommendations on solutions out of context, the gut knee-jerk reaction of the client is to reject it. The client is busy solving “real” problems and doesn’t see the value. So instead of being salesy, get curious early, ask informed questions and be genuinely interested in the client and their business.

Data speaks

(A pun on deeds speak) 

Instead of wasting time assuming and imagining the needs of a product, client, or user, I learned to dig for insights, do the leg work, and become an investigative journalist.

Ingest and soak in the business, client, or person you will meet. Then, absorb everything you can find on them (and their direct competitors) across any medium you can get your hands on. Get inquisitive and find the pulse.

Research, read, and read some more (bookmark that shit) on what company leadership is saying in blogs and articles, read the annual report, tap into the perspective of thought leaders and opinion-makers, and check out employee reviews on Glassdoor. Put an ear to customer feedback (in forums), and take snapshots of press and media. Engage in social media conversations and comments across the spectrum, and if you have access to the product, take it for a spin. 

Let all the research, data, and findings feed your mental mood board. You don’t have to be a practitioner from the client’s or product’s industry to have an informed opinion. I assure you and promise you these efforts won’t go unnoticed. 

A few things will happen with this approach. One, you’re going to understand the bigger picture at play. You have a context to the client, product, business, or person, throwing light on their vision (or its absence), their problems (your opportunity) and what day-to-day activities they might need help with. 

In love, looks don’t matter. 

Secondly, you’re not pitching pretty designs or (what you assumed to be what the client needed) anymore but having meaningful conversations of “business transformative” ideas that are tuned in with the client’s business outcomes.

Making it personal and relevant.

And thirdly, you’ll be talking to the client about the client, their product, and their customers; excited to share your findings. You’ll be surprised at how many people walk into a room and talk only about themselves. Stop being salesy. 

If one thing I have learned from my travels over the years is people (irrespective of age, caste, sex, religion, or place in society) around the world love it when you talk about them. Listening with genuine interest is at the heart of it. 

Present your ideas, perspectives and pitch with the precision of a meticulous Swiss watchmaking craftsman and be willing to walk away. There’s a slim chance, despite your efforts, you won’t get heard, and you’ll be OK with that because you’re ideas are not meant for everyone. 

Remember, great ideas don’t need convincing. 

Think of a prized possession you own or a person you admire in your life. Did they try and “convince” you into liking them, buying into them or was it voluntary submission to the cause? Occasionally, you take pride in being the evangelist of that idea, person, or cause. Let that thought sink in.

Today, we’ll challenge the age-old chestnut, what your customer is buying: the drill or the hole? Spoiler alert, none! They’re neither buying the drill nor the hole.

And this urban legend story has been used by sales and marketing people to help others identify the difference between a product and its benefits. In our example, the product is the drill, and the benefit is the hole.

So, what will you learn from this? Number one, how to better speak to your customers; you will be writing much better copy that attracts the right audience and gets more conversions in your sales funnel or your marketing communication. Number two, you will have a much better perspective on positioning your product to your customers. Number three, you’ll also better understand why your current approach and style when selling the drill is not working with your intended target audience. And finally, I’m going to share some fun stories about how I approached this while running my agency and developed this skill and framework.

So let’s dive right into it. But, first, let’s look at the world view of the people who make and sell the drill. They have a product-centric view of the world, focused on our product, our technology, our people, our features and the benefits customers get from using our product or service. And they seldom talk about the outcomes.

Here’s something fundamental: benefits are not outcomes, and outcomes are not benefits. It’s the context—the why and the who shifts our perspective from a product-centric to a buyer-centric view.

Now, look at the example of the drill versus the hole analogy from a buyer-centric view. Focus on who is using the drill? And why are they using the drill? Is it a construction worker who depends on his drill every day? Or is it an artist trying to build an installation? Or is it some handy person who likes to fix things around the house?

Knowing who, how, what, and why paints a vivid picture of the different use cases. And the benefit in all those instances is that the drill makes a hole. But the outcome is very different. And by having cognitive empathy for your buyer, you can begin to look at the world view of how they will interact and live with your products. So even though they’re all making holes, the intention and context are very different.

And why is understanding your buyer’s context important? Because of how you will communicate with them, the messaging you will use in your sales and marketing efforts to target them in a specific way will change dramatically. We can all agree when you’re talking to a construction worker versus an artist trying to build an installation; one might care more about the technical aspects, the other might care more about the aesthetics, and both of them will care about different features. They will care about various reasons to buy that product, and you can communicate to them in a way that resonates with them.

So why does your communication flop in campaigns, presentations or pitches? Reason: you are trying to speak to all of these people from a product-centric versus a buyer-centric view. You want to focus on how and why they’re using your product.

I want to share some fun stories of how I built this framework over time through real-world experiences while running my agency. The first story dates back to when I was a teenager, and at the time, I was probably the only person with a CD recording device and an internet connection at home. I had “exclusive” access to some of the best songs, and I would burn CDs and sell them to my friends. Having that monopoly, I would speak to my friends and peers and learnt, through curious conversation, that they all had a different reason for buying them. For some, it was a status symbol to impress their friends and girlfriends, and for others, it was a passion for listening to the songs on repeat. Same product, different use case! By having this information, I was able to jack up the price! Capitalist, Paul!

Number two is the iPhone. It speaks very differently to the creative community and creators who use its camera to take pictures or record videos versus stock traders who keep an eye on their portfolio versus product or interior designers who use its 3D and depth-sensing technology. Now, what’s interesting is that Apple is very well aware and has loads of cognitive empathy towards these different use cases. If you were to scan the Apple website, you would notice that they very clearly speak to diverse audiences by communicating the outcomes, the benefits, the features and putting use-cases centre stage (who, why, how).

Another fun story, I know people back home in India who would buy the most expensive iPhones but won’t even purchase a data connection. For them, it was never about the features. Instead, it signalled other people that they had a lot of money. That’s it. So just by observing people around you and applying some cognitive empathy, you can be aware of how people think, talk, act, and feel about how they use your product and why they use it. That gives you the fuel to communicate to that audience precisely.

What about books? And you might have observed this with your friends and family. Some people purchase books because they want to read them. Reading one book a week, are we? Others buy books for ornamentation; because it just looks pretty in their house on the shelf. Having a pulse on how the product will live in your buyer’s world and what outcomes they care about helps you shape and articulate your offering to demonstrate your understanding of them better than they do.

Another controversial example is a sports car. For some it is purely a status symbol or a license to fraud people on how to make money online. And on the other end, you have an auto enthusiast who cares about every little detail about how the car rides, how it feels, the engine sound and things of that nature.

All the previous examples seemed pretty simple, right? What about B2B? Salesforce, a very complex product, has many diverse stakeholders who will care about very different things when using the product. And let’s say Salesforce is trying to sell/license the product to a large organization; that large organization will have a buying committee, and that buying committee will care about very different things.

As a salesperson in an enterprise environment, trying to close the gap and sell to the buying committee of a large organization, you have to have cognitive empathy for not only the stakeholders comprising the buying committee but the end-users. And you understand not only the benefits and features but the outcomes. Armed with that knowledge, you can begin to craft messages that speak not only to the features, the benefits and the product but how different stakeholders will use that product.

The frontline sales workers capture leads and prospects into the CRM, whereas the CEO will care about the global dashboard view of what’s happening across the organization. My goal is not to get into the weeds of selling Salesforce to a large organization and how to craft those messages. My intention is only to help you shift your perspective from a product-centric view to a buyer-centric view. And to clarify and re-emphasize that benefits are not outcomes and outcomes are not benefits. They’re very different things. And by having this buyer-centric view, you can demonstrate to your customers and buyers that you understand them better than they understand themselves—using this simple framework (who, how, what, why).

A buyer-centric understanding of the world will give you exponential results in your sales, marketing and advertising efforts because your messages will just hit differently. And finally, if you have any questions, drop them in the comments below, and I will be happy to answer them.

Today’s story takes me back a decade ago when I was at the Northpoint Centre of Learning doing my post-grad in Marketing, Media, and Communications. One day, I had the chance to participate in a workshop by Mr. Premjeet Sodhi, the President of Lintas Media Group at the time.

In that workshop, Premjeet shared a beautiful story with us about empathy and curiosity. Today, I’m going to paraphrase it for you to the best of my memory because it contains a very important lesson on becoming a better designer, marketer, and advisor.

The Power of Curiosity and Empathy

Premjeet started by telling us about the time he was doing his MBA and his professor gave the class an assignment. After dividing the students into groups, the professor gave them a simple task by saying:

“There is a poor villager in the middle of the Indian desert who lives in an old hut. He is a farmer with very little resources who barely makes enough money to survive. So, what is your strategy to help him?”

The students quickly huddled in groups and started working on their strategy. At the end of the day, they presented their ideas with much fanfare! They were all about giving the farmer government funds, providing him with a tractor, giving him access to clean water to drink and use for irrigation, fertilizers for crops, some cows and goats, more land, education, etc.

At the end of the final presentation, the professor asked a question that blew everyone’s minds: “Did anyone bother to ask what the farmer wants?”

Just like that, this professor taught his students how important it is to get curious (about finding the right problem to solve) and show empathy before scrambling to find solutions. This lesson has stayed with me through the years because it’s truly fundamental to what we do as designers, marketers, and advisors.

Human-Centered Design

“Human-centered design is a creative approach to problem-solving. It’s a process that starts with the people you’re designing with and ends with new solutions that are purpose-built to suit their needs. Human-centered design is about cultivating deep empathy with the people you’re designing with; generating ideas; building a bunch of prototypes; sharing what you’ve made together; and eventually, putting your innovative new solution out in the world.” — IDEO

In other words, human-centered design puts the farmer at the heart of everything and asks what he wants. Then, it leverages that information to deliver the best possible product or service.
Human-centered design cultivates empathy for the people that are meant to benefit from the design and it gives us a creative boost that inspires us to generate different ideas, create a variety of prototypes, and share what we’ve made together before we land on an innovative solution.

As Steve Jobs once said:
“Some people say to give the customers what they want, but that’s not my approach. Our job is to figure out what they’re going to want before they do. I think Henry Ford once said, ‘If I’d ask customers what they wanted, they would’ve told me they wanted a faster horse.’ People don’t know what they want until you show it to them. That’s why I never rely on market research. Our task is to read things that are not yet on the page.”

The Essence of Good Design

Good design puts humans first because products or services are meant to cater to people and their needs, to provide solutions, innovate, benefit, and make a positive impact on their life. If it fails at that, it’s because the people behind it failed to be empathetic and curious about the end-user.

As Frank Chimero, Brand & Product Designer, put it: “People ignore design that ignores people.”

Design also influences the way we use products, services, and technology, it gives everything shape and creates culture. This is why curiosity and empathy need to be at the center of the conversation before we get to the “making” part.

At the end of the day, we don’t need complicated or complex frameworks to focus on the end human experience of the products and services we provide or help sell. We just need to be curious and empathetic about the end-users to create something truly exceptional and life-altering.