How to Keep it Simple When Selling to Execs | Morgan Melo | Ep. 299 (Sell)
Apr 1, 2025
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Morgan Melo, Strategic Account Director at Pave and a sales powerhouse known for closing $750K in a single quarter, shares her insights on selling to executives. She emphasizes the power of brevity, encouraging sellers to send quick bullet points instead of lengthy decks. Morgan also introduces the 'vibey demo' to spark interest and suggests resetting agendas mid-call for productivity. Finally, she discusses the importance of reverse-engineering buyer needs based on their reactions, ensuring deeper discovery in follow-up conversations.
Tailoring sales techniques for early versus late adopters ensures effective communication, facilitating engagement and highlighting competitive risks of inaction.
Collaborating on a project plan with the sales champion helps assess deal viability while ensuring streamlined communication and aligned expectations throughout the process.
Deep dives
Strategies for Engaging Different Buyer Types
Selling techniques should vary depending on whether the buyer is an early adopter or a latecomer. Early adopters are often enthusiastic and ready to embrace new ideas, requiring a vision-selling approach that excites them about the product's potential. Conversely, late adopters may need to be pushed out of their comfort zone, necessitating a more assertive communication style to highlight the risks of maintaining the status quo. For example, one strategy includes framing the conversation in a way that emphasizes the competitive disadvantage they face if they do not adopt the new technology.
Collaborative Planning for Successful Deals
Creating a project plan in collaboration with the sales champion is crucial for the health of the deal and can act as a litmus test for deal viability. This approach not only helps establish timelines and milestones but also indicates the champion's level of commitment to bringing on the vendor. If there is significant pushback on the project plan, it could signal that the deal may not be worth pursuing further. This proactive strategy streamlines communication and aligns expectations, ensuring that both parties are on the same page throughout the sales process.
Implementing the Vibe Demo
The Vibe demo is a revolutionary strategy that involves presenting a product demo before conducting traditional discovery calls. This approach caters to impatient buyers who may have seen similar tools before and want to quickly visualize the product in action. By initially showcasing the tool's features, sellers can engage prospects more effectively and then delve into deeper discovery questions in subsequent calls. This method has proven to generate excitement and help the buyer see the broader capabilities of the product, fostering a more productive dialog.
Challenging Conventional Sales Wisdom
Many common sales practices can hinder progress, particularly when it comes to discussing pricing with enterprise clients. Taking a bold approach by providing pricing information early in the conversation can often yield better results than expected, preventing wasted time on unqualified leads. For instance, addressing budget concerns transparently helps filter out prospects who are not aligned financially and lets sellers focus on more promising opportunities. This shift in mindset encourages sellers to embrace open communication regarding pricing and deal structures, ultimately improving their efficiency.
Assume your buyer has 60 seconds to pitch your product internally. When sending recaps or justification materials, skip the deck—send 2–3 crisp bullets that clearly communicate the top reasons to buy.
Reset the agenda mid-call if needed. If a buyer jumps straight into content or things go off the rails, pause and suggest how to best use the remaining time. This keeps the call focused and productive.
Use a “vibey demo” to open, then do deeper discovery later. Morgan starts with a product overview to spark curiosity, then uses the second call to dig into what resonated and why—leading to richer discovery.
Reverse-engineer problems from product interest. When a buyer reacts positively to a feature, follow up with, “People usually want that because they’re struggling with X or Y—what’s going on in your world?”
PATH TO PRESIDENT’S CLUB
Strategic Account Director @ Pave
Enterprise Account Executive @ Pave
Healthcare & Life Science Account Executive @ Carta