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Multi-threaded prospecting

Engaging several relevant stakeholders at the same account instead of relying on one contact.

Multi-threading keeps an account from depending on one conversation. Start by mapping the people who can feel the problem, influence the decision, use the solution, or stop the work. Build separate conversations with enough of them to understand how the account moves. If your main contact will not bring in someone needed for the decision, that gap tells you something about the deal's health. Involving another stakeholder adds a thread and tests the contact's ability to make introductions.1 Separate access lines give you a way into the account if one communication line breaks.2

Map the account

Before you write, decide which parts of the account you need to understand. Keep the map small enough to work and wide enough to show who feels the problem, who uses the solution, and who can slow it down.

A prospecting framework needs a systematic way to work around an account.3 One practical model covers one account, two departments, and three contacts per department.45 Use that as a starting map, then replace departments with the parts of the organization that touch the problem. Know the other people on the account so you can suggest a different contact when a thread stalls.6

Ask yourself which functions touch this problem, who uses the current process, who could delay a decision, and what each person needs to learn from a conversation with you.

Open several threads

Open several threads at once. Each thread should stand on its own, while the account plan keeps the conversations connected.

Prospect into multiple people from the beginning and prospect to the team concurrently with the initial contact.78 Multiple contacts at the same company may receive similar outreach.9 Give each person a reason to answer that fits the work they see, and record what each thread teaches you. If the original contact does not respond, multi-thread and write down the actions you plan to take.10

Move on when a thread gives you a useful view of the problem, process, or people. Keep working it when it opens a route to another conversation.

Turn a contact into a route

Use the opening contact for context and a route into other conversations. Ask for that route when you have learned enough to make the introduction useful.

Connect with potential internal contacts, start a conversation, and gather as much information as you can from them.11 A large share of account executives' work uses one stakeholder to reach other stakeholders.12 Ask who else should see this, what would make that conversation useful for them, and whether you can make the introduction together.

Frame the introduction around the prospect's outcome. Bringing a decision maker onto the call can be presented as the best way to help the prospect reach the desired result.13 When the contact resists immediate multithreading, make the prospect and team comfortable, then take that step together afterward.14

Learn from every thread

Use every conversation to learn how the account works. People who cannot approve the purchase can still tell you how work gets done and who becomes involved next. A person without authority can provide insight into what happens next.15 Ask what the process looks like after the current conversation, who else gets involved, and where work tends to slow down. Listen for missing voices, dependencies, and objections that another stakeholder can clarify.

Put stakeholders into the deal

The account gets safer when different stakeholders have direct context. Add people for a reason that makes the conversation easier for them to join.

The main contact should bring other stakeholders into the evaluation.16 When multiple stakeholders are involved, email each person individually.17 Ask each person to own a part of the evaluation or confirm what they need to see before the next step.

Use the checkpoint, "How many people have you had meetings with?"18 If the answer names only the original contact, your account view is still thin. Ask for the next introduction while the current conversation has a clear reason to continue.

Test coverage and blockers

Coverage means access to the people who can affect the outcome. Check whether any stakeholder can delay the work without having a direct conversation with you.

Isolate a potentially blocking stakeholder and work that thread separately from the main deal cycle.19 When the deal slows or information is not reaching the required executives, review whether to add that route.20 Do this without trying to go over your main contact's head.21 If a contact will not involve the stakeholder you need, assess whether they have earned enough trust to carry the opportunity or whether to re-prospect internally.22

Ask who could stop this, who needs to trust the result, and what that person needs before they can act. Move when you have either a direct conversation or a clear path to one.

Run parallel tracks

Multi-threading needs coordination on your side. Give each internal participant a clear thread and let the account hear from the person who can move that thread forward.

Team selling lets you pursue parallel tracks without bringing the whole internal team to every interaction.23 Use your internal team when the champion cannot provide enough help.24 Keep each thread tied to a specific question, stakeholder, or next step so internal activity adds access instead of noise.

Maintain momentum

Finish every interaction with a path to the next person or decision. Multi-threading loses force when contacts are collected and no conversation advances.

Set next steps and multi-thread in the prospect's best interest.25 Keep a healthy, engaged, multithreaded email chain intact when possible.26 At each review, ask which stakeholder is still missing, what you will learn from that person, and who owns the introduction.

What not to do

These mistakes can make account coverage look broader than it is and leave a deal stalled.

  • Do not treat your opening contact as the whole account. A prospecting framework needs a systematic way to work around the account.3
  • Do not bypass your main contact as soon as you want another stakeholder. Add the missing route when the deal slows or required information fails to reach executives, without going over your contact's head.2021
  • Do not keep a potential blocker inside the main deal cycle. Work that stakeholder separately.19
  • Do not treat a deal that needs more people as a close in one call.27

Tool for this

Reaching the people who decide

For the contact side I would point to Intedat. It lists the people at each company it selects with position, department and level, purchasing, directors, statutory bodies and the C-level included, and a workflow can name the department it wants reached first. You still pick the person yourself, and an address it guessed from the company's email pattern carries a badge saying so, which is how I want to be told.

Open Intedat

Sources

  1. 1
    “person on multithreading, but also as a way to pressure test their ability to get the introductions”
  2. 2
    “Because you have a direct line of access to them in the case that one of those lines snaps.”
  3. 3
    “are is you need a way to work your way around an account.”
  4. 4
    “One account, two departments,”
  5. 5
    “and then three contacts per department.”
  6. 6
    “you want to know the other people on the account”
  7. 7
    “From the beginning, you want to prospect into multiple people, right?”
  8. 8
    “Prospecting to the team concurrently.”
  9. 9
    “Multiple contacts at the same company receive similar outreach.”
  10. 10
    “If they do not answer that, I will multi-thread in here and I make them type all or I'm typing that out.”
  11. 11
    “Connect with them, start a conversation, gather as much information as you can from them,”
  12. 12
    “accounts. And so much of their job is using one stakeholder to get connected to other stakeholders,”
  13. 13
    “we can get armand on a call to make sure he sees the same way we do how can we make that happen”
  14. 14
    “and then we can go take that step together afterwards,”
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  15. 15
    “you can usually kind of bring them, you know, into the bosom and get insight from them into”
  16. 16
    “And then that champion is bringing in other stakeholders into the evaluation.”
  17. 17
    “I'll email each person individually”
  18. 18
    “How many people have you had meetings with?”
  19. 19
    “You're isolating them out and almost multi-threading them separately from the deal cycle in case they end up being a blocker inside of your sale.”
  20. 20
    “And so here's the thing, don't go over your champion's head right away, but the moment”
  21. 21
    “And I'm not trying to go over my prospects head, my main contacts head.”
  22. 22
    “Have they earned the trust? Or do you want to use that information, re-prospect”
  23. 23
    “on your team to every single interaction. But the reason you are team selling is you're allowed to”
  24. 24
    “be really helpful so use the team around you when all else fails with what your champion is telling”
  25. 25
    “And then lastly, number four, once you get ready to set next steps, always set next steps”
  26. 26
    “email chain if you can avoid it.”
  27. 27
    “At which point, you know, that's not a one call close or they'll be like,”
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