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The Tech Archetypes
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Influencers and Validators and Deciders: Making meaningful connections along the path to sales 

In B2B, ensuring you’re having the right conversation with the right person at the right point in the sales cycle is critical.

If your marketing and sales efforts, individually and collectively, don’t make a meaningful connection with each player in the sales cycle, you’re leaving valuable new business dollars on the table.

There are three archetypal players involved: influencers, validators and deciders. 

Influencers: Talking tech

The influencer doesn't make the final buying decision, but they guide the process — and can derail it. The influencer is often your first point of contact, especially if they find you before you find them.

Influencers are actively seeking the kind of solution your company provides. They are techies: engineers, fabricators, scientists. They’re reading white papers, watching webinars, requesting product demos and are active on industry forums.

Effectively connecting with influencers involves talking tech-to-tech with specs. They want to know about speed, accuracy and dependability. Influencers are excellent B.S. detectors, so you’ll need the math, data and science to back up your value proposition. They’ll see through unsubstantiated or hyperbolic claims and torpedo the process before it goes any further. 

Influencers want to spend more time innovating and less time troubleshooting. They’re looking for a solution that will make their lives easier and give them their nights and weekends back. Communication at this stage is more about science than selling. If your CTO is also actively running your company or you have tech folks in sales and marketing positions, these are the easiest conversations to have.

Once you’ve passed the influencer’s muster, it’s on to the validator.

Validators: The quest to qualify

The validator determines if the influencer’s recommendation has merit and is feasible. They’re a tough nut to crack. Whether in R&D, procurement or middle management, the validator’s job is to vet vendors and ensure the proposed solution fits into their company’s overall ecosystem.

If your prospective customer is purchasing through an open bid process, the validator is the ruler of the RFP. They can kill a deal over things that marketing and sales people rarely think about, like payment terms, guaranteed delivery dates and even the bidding process itself.

The validator won’t buy a solution that boosts innovation if they can’t sufficiently mitigate the risk. Industry references, customer testimonials, satisfaction guarantees and strong post-sale support help ensure your product checks all the validator’s boxes.

Once the validator sees you as a safe bet, it’s on to the decider.

Deciders: Big pictures and bottom lines

The decider needs to see the big picture of how your product will provide a return on their investment. As the name suggests, the decider has the final say — whether it’s approving a recommendation from their team or selecting one of several options. Entrepreneurial by nature, the decider is less risk-averse than the validator and more big-picture-focused than the influencer.

This is the most critical stage of the sales cycle and the point where many B2B technology brands struggle the most. The stakes are higher, and the conversations are often shorter. Sometimes, you’ll get a direct audience with the decider, but often, they decide based on the materials and information their team provides.

If you’ve interested the influencers, allayed the concerns of the validators and dialed in your high-level, benefits-driven messaging, the decider will trust their team, follow their instinct and give you the green light.

Distill first, then dive deep

The biggest mistake in sales and marketing for B2B technology brands is to skip over the why and jump right to the how. While you’ll always need clear data to support your marketing claim, when you lead with the specs, your potential buyer can get mired in data and miss an opportunity to make an emotional investment in your brand.

Each player in the sales cycle has their own distinct motivations, but all of them will respond to an emotional appeal. 

Develop your sales and marketing messaging from the top down. Start with why people should carewhy those who love your brand love it. To get there, boil your 40-page presentation down to four pages, then one page, then one paragraph, then one sentence. Start every piece of communication with that sentence.

From there, create marketing materials and conversational paths through which you can deliver the deep-dive data influencers need and the assurance validators require — all the while establishing and reinforcing a strong emotional connection between your potential buyer and your brand.

About Tom Campbell:

Tom is Toolbox’s co-founder and creative director. When he’s not validating the merits of ordering pizza for lunch at the office, Tom can be found tending beer league hockey or playing drums for local bar bands. He’s also the keeper of TomLovesTheLibertyBell.com, a quirky repository of stories and stats on Liberty Bell replicas around the world.

About Toolbox Creative:

Toolbox Creative is a B2B Brand Engineering firm helping cool people in Additive Manufacturing, CleanTech and Emerging Technologies change the world. We distill complex technologies into powerful identity systems, websites and marketing tactics that create lasting impact and build brand love.

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