The goal here is to understand the "As-Is" state and define the "To-Be" state. Technical teams deep-dive into the customer’s existing stack.
Inventory & Assessment: Cataloging existing workloads, databases, and networking configurations.
Constraint Identification: Identifying security requirements (e.g., HIPAA, GDPR), latency requirements, and budget limits.
Gap Analysis: Determining what can be "Lift and Shift" (rehosted) versus what needs to be "Refactored" (using cloud-native services like GKE or Cloud Run).
Once the requirements are clear, the team builds a blueprint.
Reference Architectures: Utilizing Google’s 101 Architectural Blueprints to ensure best practices.
Landing Zone Design: Setting up the "Foundation"—this includes Organization Hierarchy, VPC (Virtual Private Cloud) design, and Identity Access Management (IAM) strategy.
TCO Modeling: Calculating the Total Cost of Ownership using the Google Cloud Pricing Calculator.
Before a full commitment, Google helps the customer "prove" the technology works for their specific use case.
Success Criteria: Defining 3–5 "must-pass" technical hurdles (e.g., "Must be able to process 1TB of data in under 10 minutes").
Sandbox Deployment: Creating a restricted environment to test specific features, such as Vertex AI for machine learning or BigQuery for data analytics.
Pilot: A mini-production run with real (but non-critical) data.
Large enterprises require rigorous vetting before moving to the next stage.
Security Assessment: Reviewing the Shared Responsibility Model to ensure the customer knows which security controls they own versus what Google manages.
Compliance Check: Ensuring the solution meets industry-specific standards (e.g., SOC2, PCI-DSS).
Performance Benchmarking: Stress-testing the architecture to ensure it can handle production loads.
This is the "heavy lifting" phase where workloads actually move.
Infrastructure as Code (IaC): Using tools like Terraform or Google Cloud Deployment Manager to automate the build.
Migration Waves: Moving applications in "waves" (e.g., Wave 1: Dev/Test, Wave 2: Low-impact apps, Wave 3: Mission-critical apps).
CI/CD Integration: Setting up pipelines (Cloud Build, GitHub Actions) to automate future updates.
Execution doesn't end when the "on" switch is flipped.
FinOps & Cost Optimization: Reviewing actual spend and applying "Committed Use Discounts" (CUDs) or rightsizing VMs.
SRE Principles: Handing off the environment to the customer's IT team with Site Reliability Engineering best practices (monitoring via Cloud Logging/Monitoring).
Support Onboarding: Ensuring the customer is enrolled in the appropriate support tier (Standard, Enhanced, or Premium).
Role Primary Responsibility
Customer Engineer (CE) The "Sales Engineer" who leads discovery and the PoC.
Solutions Architect Designs the complex, cross-product technical blueprints.
Professional Services (PSO) Hands-on engineers who execute the migration and implementation.
Technical Account Manager (TAM) Ensures long-term operational health and technical roadmap alignment.
Here are the most common sales methodologies categorized by their primary focus.
These focus on uncovering deep-seated customer pain points through structured questioning.
SPIN Selling: Focuses on four types of questions: Situation, Problem, Implication, and Need-payoff. It aims to help the buyer realize the severity of their problem before you offer a solution.
Gap Selling: Centers on the "gap" between the prospect’s current state and their desired future state. The goal is to quantify the cost of inaction.
Conceptual Selling: Developed by Miller Heiman, this treats the "product" as a concept. It focuses on the buyer's perception of the solution rather than the technical features.
These focus on building long-term trust and positioning the salesperson as a trusted advisor.
The Sandler System: Flips the script by prioritizing qualification over pitching. It uses "up-front contracts" to establish mutual expectations and ensures the buyer is just as invested in the process as the seller.
Consultative Selling: A broad approach where the seller acts as a consultant. It prioritizes active listening and customized advice over high-pressure closing tactics.
Customer-Centric Selling: Shifts the focus from the seller’s timeline to the buyer’s. It emphasizes situational conversations over generic presentations.
These are designed for complex B2B environments where buyers may not even realize they have a problem.
The Challenger Sale: Based on the idea that the most successful reps "challenge" the customer. They teach the prospect something new, tailor the message to their needs, and take control of the conversation.
Solution Selling: Focuses on diagnosing complex business problems and prescribing a tailored solution. It is ideal for highly customizable products.
These are often used alongside other methodologies to determine if a deal is actually worth pursuing.
Framework Meaning Best For...
BANT Budget, Authority, Need, Timeline Quick, transactional qualification.
MEDDIC Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion Complex, high-stakes enterprise deals.
NEAT Need, Economic Impact, Access to Authority, Timeline Modern SaaS sales focused on ROI and impact.
CHAMP Challenges, Authority, Money, Prioritization Shifting the focus from budget to the challenge first.
Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion (MEDDIC)
Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, Competitor (MEDDICC)
Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion (MEDDPIC)
Created in the 1990s at PTC, MEDDIC is designed to help sales reps stop "hoping" for a deal and start "knowing" if it will close.
M – Metrics: The quantifiable business benefits. You aren't just "saving time"; you are "reducing manual data entry by 15 hours a week, saving $40,000 annually."
E – Economic Buyer: The person who actually has the power to spend the money. If you aren't talking to the person who can sign the check, you don't have a deal yet.
D – Decision Criteria: The "wishlist." What specific technical, financial, and strategic boxes must your product tick for them to choose you?
D – Decision Process: The "map." Who needs to approve this? What are the internal steps? If you don't know the route, you’ll get lost in corporate bureaucracy.
I – Identify Pain: The "why." What is the business problem that is so painful it requires spending money right now to fix?
C – Champion: Your "inside agent." An influential person within the client’s company who wants you to win and will fight for you when you aren't in the room.
As B2B sales became more complex (involving legal, procurement, and intense competition), MEDDIC evolved into MEDDPIC or MEDDPICC. This version adds two crucial letters:
P – Paper Process: This is the administrative "red tape." It includes legal reviews, security audits, and procurement hurdles. Many deals die in "legal limbo" because reps ignore the Paper Process until the very end.
C – Competition: A dedicated focus on who else is in the running. What is their "Champion" saying? How do you differentiate against the status quo or a rival vendor?
Feature MEDDIC MEDDPIC / MEDDPICC
Sales Environment Standard B2B / Mid-market. Complex Enterprise / High-value deals.
Complexity Moderate; focus on the "Buyer." High; focus on the "Organization."
Risk Mitigation Identifies if the deal is real. Identifies why the deal might get stuck in legal or lost to a rival.
Primary Goal Qualification. Total Deal Mastery.
Command of the Message (CoM) is a value-based sales methodology developed by Force Management. It is famously used by elite tech companies like Snowflake, MongoDB, and Databricks.
While methodologies like MEDDPICC focus on qualifying a deal, Command of the Message focuses on the conversation—specifically, how to articulate your value and differentiation so clearly that you can charge a premium and win against tough competitors.
The hallmark of CoM is making sales reps "audible-ready." This is a football metaphor: just as a quarterback changes the play at the line of scrimmage based on the defense, a CoM-trained rep can pivot their value proposition in real-time based on the specific pain points a customer shares.
The methodology is built around a structured discovery process that moves the conversation from "what we do" to "what you achieve." It follows a logical flow:
Current State: What is the customer doing today? (Tools, processes, people).
Negative Consequences: What is the "bleeding" caused by the current state? (e.g., "We are losing $2M a year in lost productivity").
Desired Future State: What does the customer want the world to look like?
Positive Business Outcomes (PBOs): The quantifiable, measurable benefits of solving the problem (e.g., "Increase revenue by 10%" or "Reduce churn by 5%").
Minimum Required Capabilities (MRCs): These are the specific features or abilities the customer must have to move from the Negative Consequences to the PBOs.
Differentiators: How your "Required Capabilities" are unique, better, or different from the competition.
A unique tactic in Command of the Message is the use of Trap-Setting Questions. These are discovery questions designed to highlight a competitor's weakness without "bad-mouthing" them.
Example: If your competitor’s software takes 3 months to deploy but yours takes 2 weeks, you might ask: "How would a 3-month delay in seeing ROI impact your department's quarterly goals?" You have "trapped" the competitor by making deployment speed a "Required Capability."
Force Management teaches that every elite salesperson must be able to answer these four questions for any deal:
What problems do you solve for your customers?
How do you solve those problems specifically?
How do you do it differently or better than the competition?
Where have you done it before? (Proof Points/Testimonials).
It is a specific, repeatable verbal statement used by sales reps to ensure they are perfectly aligned with the buyer’s needs.
The Mantra acts as a "storyboard" for the deal. It is a summarized version of everything you have learned about the customer, played back to them to gain agreement before you move forward
The Mantra follows a specific logic. It is usually phrased as:
"What I’ve heard is that your Current State is [X], which is causing [Negative Consequences]. You are looking to achieve [Positive Business Outcomes], and to get there, we’ve agreed you need [Required Capabilities]."
OR
"What I hear you saying Mr./Mrs. Customer is that these are the Positive Business Outcomes you're trying to achieve ..
In order to achieve these positive business outcomes, we agreed that there are the Required Capabilities you're going to need ...
And you'll probably want to measure these required capabilities using these Metrics ....
Let me tell you How We Do it ...
Let me tell you How We Do It Better / Differently ...
But don't take my word for it ... (Proof Points)"
In the CoM methodology, the Mantra serves three major purposes:
The "Check-Up": It proves to the customer that you have actually been listening. If the customer says, "Wait, that's not exactly what I meant," you can fix it immediately rather than wasting weeks on a proposal that misses the mark.
A Tool for Internal Champions: When your "Champion" (the person inside the client company who wants you to win) needs to explain your solution to their boss, they often don't know how. You can give them the Mantra via email so they have a ready-made business case to share internally.
The "Audible-Ready" Pivot: The Mantra is never "finished." It evolves. Every time you meet a new stakeholder, you recite the Mantra and ask, "What am I missing from your perspective?" This helps you gather more data and build a stronger case.
If you use both systems, the Mantra is the Value Story that fills in the "I" (Identify Pain) and "M" (Metrics) of your MEDDPICC checklist.
Mantra: What we say to the customer to build trust and value.
MEDDPICC: What we track internally to see if the deal is healthy.
Seller Deficit Disorder (SDD) is a business term used to describe the pre-existing negative bias that almost all buyers have toward salespeople.
Force Management defines it as the assumption buyers make before you even open your mouth: "You don't understand my business, and you aren't going to listen to me."
If a salesperson is "suffering" from SDD, they typically exhibit these behaviors, which confirm the buyer's worst fears:
"Show Up and Throw Up": The rep leads with product features and a generic pitch rather than asking about the buyer's specific business problems.
Lack of Active Listening: The rep is so focused on what they want to say next that they miss the nuances of the buyer's pain points.
Delegated to the "Basement": Because the rep sounds like a "product peddler" rather than a business consultant, they are delegated down to lower-level managers (who care about price) rather than the Economic Buyer (who cares about value).
Commoditization: The buyer can't see the difference between you and the competition, so the conversation defaults to the lowest common denominator: price.
Lack of Urgency: The buyer doesn't feel the "pain" of their current situation, so they decide to do nothing, and the deal stalls.
5 Symptoms of Seller Deficit Disorder - how to overcome them
Buyer Don't Believe you Understand the pain
T - Tell me
E - Explain to me
D Describe for me
Trap Setting Questions
Differentiators - Unique, Competitive, Historic
Need - Solution - Risk
You have limited access within Buyer's Organization
Your Solution is Perceived as Expensive
Your prospect can't differentiate between Competitive Offerings
You aren't Clearly Articulating Value
Don't let the Competition get the Best of you
Overcoming SDD is about shifting from a "product-centric" mindset to a "buyer-centric" mindset. Here are the core strategies used in Command of the Message to "cure" it:
Instead of asking "What keeps you up at night?", ask targeted questions that prove you've done your homework.
The Goal: Make the buyer "stand in their own moment of pain." Use questions that uncover the Negative Consequences of their current situation.
Example: "You mentioned your team spends 20 hours a week on manual data entry. What is that costing you in terms of delayed product launches?"
Map your solution to their specific Positive Business Outcomes (PBOs). This ensures you are speaking the language of the C-suite.
As discussed earlier, use the Mantra to play back what you heard. This is the ultimate "cure" for the "You don't listen" symptom. When you summarize their pain, their goals, and their requirements perfectly, the buyer’s guard drops because they feel truly understood.
Prepare yourself to answer the Four Essential Questions at any moment:
What problems do you solve?
How do you solve them?
How do you do it differently or better?
Where have you done it before?
Stop selling the product; start selling the distance between where they are (Negative Consequences) and where they want to be (PBOs). If the gap is large enough, price becomes a secondary concern to the value of closing that gap.
Many organizations use these together.
Command of the Message is the Content: It’s what you say to build value and differentiate.
MEDDPICC is the Process: It’s the checklist you use to ensure you’re talking to the right person and that the deal is healthy.
The Client Value Canvas (commonly known as the Value Proposition Canvas) is a strategic tool used to ensure a product or service is perfectly aligned with what the customer actually values. It was developed by Dr. Alexander Osterwalder as a "plug-in" to the Business Model Canvas to help teams move beyond technical features and focus on product-market fit.
The canvas is visualized as two main sections: a Circle (representing the Customer) and a Square (representing the Value Map).
This side focuses on observing and understanding the client's perspective before you build anything:
Customer Jobs: The tasks, problems, or needs your customers are trying to address (e.g., "managing cloud infrastructure" or "reducing monthly server costs").
Pains: The risks, obstacles, and negative outcomes the client fears or experiences (e.g., "unexpected downtime," "security vulnerabilities," or "high latency").
Gains: The positive outcomes or benefits the client expects or would be delighted by (e.g., "99.99% uptime," "automated scaling," or "intuitive dashboard").
This side focuses on your technical solution and how it maps back to the circle:
Products & Services: The specific technical stack, features, or services you are offering.
Pain Relievers: Descriptions of how your product eliminates the specific "Pains" listed in the circle.
Gain Creators: Descriptions of how your product produces the "Gains" the client is looking for.
Why change ?
Why now ?
Why Google ?
Who ?
Challenges / Pains
Threat
Risk
Strategic aspirations
Gains
Enablers ->
If you are looking for how to execute a specific sales call or presentation, the framework shifts to how you structure the conversation:
Problem: Clearly state the business challenge the prospect is facing.
Primary Reason: Explain why that problem exists (the root cause they might have missed).
Pain: Highlight the negative impact of that problem (lost revenue, wasted time, high risk).
Promise: Introduce your solution and how it specifically fixes the root cause.
Payoff: Quantify the result. What does their world look like after they buy? (e.g., "20% increase in efficiency").
Sometimes, "Sales Execution" is discussed in the context of the broader Marketing Mix, which provides the foundation for what the sales team is actually selling:
Product: The features and benefits being offered.
Price: The cost, discounts, and value-to-price ratio.
Place: The channels where the sale happens (online, retail, direct sales).
Promotion: The messaging and advertising supporting the sales effort.
People: The quality of the sales reps and support staff delivering the experience.
In "The Checklist Manifesto: How to Get Things Right," surgeon and writer Atul Gawande argues that as knowledge and complexity in the modern world increase, even the most expert professionals are prone to avoidable errors. His solution is deceptively simple: the humble checklist.
Here is a summary of the book’s core themes and takeaways:
Gawande identifies two types of failures:
Errors of Ignorance: Mistakes we make because we don't know enough.
Errors of Ineptitude: Mistakes we make because we fail to correctly apply what we do know. He argues that in fields like medicine, construction, and aviation, we have reached a point where the volume and complexity of knowledge exceed any individual's ability to manage it reliably.
Checklists serve as a "cognitive net," catching mental flaws inherent in all of us—such as lapses in memory, attention, and thoroughness. They ensure that "stupid but critical" steps (like washing hands before surgery) are never overlooked.
Aviation: The book explores how the Boeing B-17 "Flying Fortress" was initially deemed "too much plane for one man to fly" until pilots created a simple checklist that made the complex machine manageable.
Construction: Modern skyscrapers are too complex for one master builder. Instead, construction relies on "communication checklists" that ensure different specialists (plumbers, electricians, engineers) talk to each other at specific intervals.
Medicine: Gawande shares the story of a "Safe Surgery Checklist" he helped develop for the WHO. In a global study, the implementation of this simple 19-item checklist reduced surgical complications and deaths by more than 33% across eight hospitals.
A good checklist is not an instruction manual; it is a tool for professionals. Gawande outlines several criteria:
Keep it Short: Focus on the "killer items"—the steps that are easy to miss but have fatal consequences.
Define Pause Points: Specific moments when the team must stop and use the list (e.g., "Before the incision").
Choose a Type:
DO-CONFIRM: Perform the task from memory, then pause to confirm everything was done.
READ-DO: Follow the steps as you read them (like a recipe).
Empower the Team: Checklists should encourage communication. In his surgical checklist, a key step is for every team member to introduce themselves by name, which flattens the hierarchy and makes it easier for a junior member to speak up if they see a mistake.
Gawande notes that the biggest obstacle to checklists is the professional ego. Many experts feel that using a list is beneath them or suggests a lack of skill. He argues that true professionalism requires the humility to recognize our own fallibility and the discipline to use systems that protect our patients or clients.
In "Whiteboard Selling: Empowering Sales Through Visuals," authors Corey Sommers and David Jenkins argue that the traditional PowerPoint presentation is "dead" because it fosters a passive, disengaged audience. Instead, they advocate for a dynamic, interactive approach using visual storytelling.
The core premise is that drawing live in front of a customer (on a whiteboard, a tablet, or even a napkin) forces the salesperson to be more conversational and allows the prospect to participate in the "creation" of the solution.
Here is a summary of the book’s key concepts and framework:
The authors explain that whiteboarding is superior to slides for several reasons:
Engagement: It turns a "lecture" into a "collaboration."
Progressive Disclosure: Information is revealed piece-by-piece, which prevents the audience from being overwhelmed and keeps them curious about what you will draw next.
Retention: Visuals paired with spoken word are much more memorable than text-heavy slides.
Human Connection: It removes the barrier of the projector screen, allowing for more eye contact and a more personal, authentic interaction.
The book categorizes sales conversations into specific "whiteboard types," each with a different goal:
Qualification & Discovery: Used early to map out the customer’s current environment and identify pain points.
Why Change?: Focused on the "cost of inaction," illustrating the gap between the prospect's current state and their desired future state.
Solution Whiteboards: Showing exactly how your product or service solves their specific problems.
Competitive Whiteboards: Visually differentiating your solution from competitors without necessarily "bad-mouthing" them.
Business Case/ROI: Mapping out the financial impact and value of the investment to justify the purchase.
A major part of the book is a technical guide on how to build these stories. They suggest:
The 3-Part Structure: Every whiteboard should have a clear Beginning (the current challenge), Middle (the transition/solution), and End (the business value).
Interaction Points: Identifying specific moments where the salesperson should stop and ask the prospect to contribute to the drawing or confirm a point.
The "Message Inventory": Before drawing, you must audit your sales messaging to ensure every icon and line you draw maps back to a specific value proposition.
The authors provide practical "stagecraft" advice for salespeople who might be nervous about drawing:
Simplicity is King: You don’t need to be an artist. Simple boxes, arrows, and stick figures are often more effective than complex drawings.
Don’t Erase: Keep the story visible. If you must erase, it means your story is too long.
Practice "Muscle Memory": You should be able to draw your core "Why us?" whiteboard without thinking, so you can focus entirely on the customer's reactions.
The final section of the book is aimed at sales leaders. It discusses how to move an entire organization away from "Death by PowerPoint" by creating a library of "certified" whiteboards that every salesperson is trained to deliver consistently.
The book's ultimate message is that clarity wins. By stripping away the "crutch" of slides, a salesperson proves they truly understand their own value proposition and their customer's business, leading to higher trust and faster closing rates.
Edward Tufte - Power of Visualizations
Strategic Deals - Sandwitch approach - 5 things
Sponsorship
Workload - Architecture
Commitment
Access - Top Down - PM - PA
Perception
Top Level
Personalization
Optimization
Data Supply Chain
Cross PA