Engaging With Decision Makers

𝐖𝐡𝐲 𝐝𝐨 𝐬𝐨𝐦𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐠𝐞𝐭 𝐩𝐫𝐨𝐦𝐨𝐭𝐞𝐝 𝐟𝐚𝐬𝐭𝐞𝐫, 𝐡𝐞𝐚𝐫𝐝 𝐦𝐨𝐫𝐞 𝐨𝐟𝐭𝐞𝐧, 𝐚𝐧𝐝 𝐭𝐫𝐮𝐬𝐭𝐞𝐝 𝐦𝐨𝐫𝐞 𝐝𝐞𝐞𝐩𝐥𝐲? Of all the topics people ask me about, executive presence is near the top of the list. The challenge with executive presence is that it’s hard to define. It’s not a checklist you can tick off. It’s more like taste or intuition. Some people develop it early. Others build it over time. More often, it’s a lack of context, coaching, or exposure to what “good” looks like. Here’s what I’ve learned over the years, both from getting it wrong and from watching others get it right. 1. 𝐋𝐚𝐧𝐝 𝐲𝐨𝐮𝐫 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 People early in their careers often feel the need to prove they know the details. But executive presence isn’t about detail. It’s about clarity. If your message would sound the same to a peer, your manager, and your CEO, you’re not tailoring it enough. Meet your audience where they are. 2. 𝐔𝐩𝐥𝐞𝐯𝐞𝐥 𝐭𝐡𝐞 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 Executives care about outcomes, strategy, and alignment. One of my teammates once struggled with this. Brilliant at the work, but too deep in the weeds to communicate its impact. With coaching, she learned to reframe her updates, and her influence grew exponentially. 3. 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐭𝐡𝐞 𝐬𝐮𝐛𝐭𝐞𝐱𝐭 Every meeting has an undercurrent: past dynamics, relationships, history. Navigating this well often requires a trusted guide who can explain what’s going on behind the scenes. 4. 𝐏𝐫𝐨𝐯𝐢𝐝𝐞 𝐜𝐨𝐧𝐭𝐞𝐱𝐭 Just because something is your entire world doesn’t mean others know about it. I’ve had conversations where I assumed someone knew what I was talking about, but they didn't. Context is a gift. Give it freely. 5. 𝐂𝐨𝐦𝐞 𝐰𝐢𝐭𝐡 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 Early in my career, I brought problems to my manager. Now, I appreciate the people who bring potential paths forward. It’s not about having the perfect solution. It’s about showing you’re engaged in solving the problem. 6. 𝐊𝐧𝐨𝐰 𝐰𝐡𝐚𝐭 𝐭𝐡𝐞𝐲 𝐜𝐚𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 Every leader is solving a different set of problems. Step into their shoes. Show how your work connects to what’s top of mind for them. This is how you build alignment and earn trust. 7. 𝐁𝐮𝐢𝐥𝐝 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐢𝐨𝐧 Years ago, a founder cold emailed me. We didn’t know each other, but we were both Duke alums. That one point of connection turned a cold outreach into a real conversation. 8. 𝐃𝐫𝐢𝐯𝐞 𝐭𝐨 𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐚𝐧𝐝 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 Before you walk into a meeting, ask yourself what outcome you’re trying to drive. Wandering conversations erode credibility. Precision matters. So does preparation. 𝐅𝐢𝐧𝐚𝐥 𝐭𝐡𝐨𝐮𝐠𝐡𝐭 Executive presence isn’t about dominating a room or having all the answers. It’s about clarity, connection, and conviction. And like any muscle, it gets stronger with intentional practice.

I've coached 400+ CEOs. The best ones don't communicate better. They communicate differently. While average leaders wing it, great ones use proven methods that turn conversations into opportunities. After 20+ years studying top performers, I've identified 7 communication systems that separate good from great. (Save this. You'll need it for your next big meeting.) 1. The 3 Levels of Listening Stop listening to reply. Start listening to understand. Level 1: You're thinking about your response Level 2: You're focused on their words Level 3: You're reading the room—energy, tone, silence One CEO used this to uncover why his top performer was really leaving. Saved a $10M account. 2. What? So What? Now What? Transform rambling updates into decisive action. What = The facts (30 seconds max) So What = Why it matters to the business Now What = The specific decision needed Cut meeting time by 40%. 3. PREP Method Never fumble another investor question. Point: Your answer in one sentence Reason: Why you believe it Example: Proof from your business Point: Reinforce your answer Practice this for 5 minutes daily. Sound prepared always. 4. RACI Matrix Kill confusion before it starts. Responsible: Who does the work Accountable: Who owns success/failure (only ONE person) Consulted: Who gives input Informed: Who needs updates Projects with clear RACI are 3x more likely to succeed. 5. Story of Self/Us/Now Move hearts, not just minds. Story of Self: Why YOU care (personal conviction) Story of Us: Our shared challenge Story of Now: The urgent choice we face This framework has helped politicians win. It'll help you raise capital or inspire your team to meet a big goal. 6. The Pyramid Principle Get board approval in half the time. Start with your recommendation Give 3 supporting arguments (max) Order by impact (strongest first) Data goes last, not first McKinsey consultants swear by this. So should you. 7. COIN Feedback Model Make tough conversations productive. Context: When and where it happened Observation: What you saw (facts only) Impact: The business consequence Next: Agreed action steps No more avoided conversations. No more resentment. Your next funding round, key hire, or major deal doesn't depend on working harder. It depends on communicating better. Because in the end, leadership isn't about having all the answers. It's about asking better questions, listening deeper, and communicating with precision. Your team is waiting for you to lead like this. P.S. Want a PDF of my Leadership Communication Cheat Sheet? Get it free: https://lnkd.in/dbaSN9fJ ♻️ Repost to help a founder level up their communication. Follow Eric Partaker for more leadership tools.

For my first 16 years in tech sales, I averaged 240K/year W2 income. In my last 4 years, I averaged 720K/year. In order to triple my income, I had to change my sales approach entirely. Here's what I changed: I started using a new approach that I now call Yo-yo selling: 🪀 Yo-yo selling emphasizes starting at the executive level, conducting thorough discovery within the organization, and then returning to the executive with a tailored business case. Like holding a yo-yo, you are constantly in communication with the Executive Sponsor and updating them as you collect information and conduct deep discovery lower down in their organization. You are literally going up and down the organization, but always taking everything back to the Executive Sponsor to surface your findings along the way. Here's a breakdown of the framework: 🎯 𝐈𝐚𝐧 𝐊𝐨𝐧𝐢𝐚𝐤’𝐬 “𝐘𝐨-𝐘𝐨 𝐒𝐞𝐥𝐥𝐢𝐧𝐠” 𝐅𝐫𝐚𝐦𝐞𝐰𝐨𝐫𝐤 This strategy involves a three-step process: 1. Start at the Top (Executive Engagement) Initiate contact with a senior executive to understand their most pressing challenges, the reasons behind the need for change, and the consequences of inaction. If your solution aligns with their needs, secure their sponsorship for further discovery within their organization. To secure the Executive Meetings, it's essential to create a tailored POV (point of view) on where you think you may be able to help them based on your initial research of their highest level goals and priorities. Chat GPT has made this research a LOT faster now. 2. Conduct In-Depth Discovery (Middle Management) Engage with department heads and key stakeholders to uncover the day-to-day challenges they face. Focus on understanding their processes, pain points, and the implications of current inefficiencies. Gather direct quotes and insights to build a comprehensive view of the organization's needs. 3. Return to the Executive (Present Findings) Compile the insights gathered into an executive summary and business case. Present this to the executive sponsor, highlighting how your solution addresses the identified challenges. Tailor your demonstration to focus solely on relevant aspects that solve their specific problems. 🚀 Why It Works 1. Accelerates Sales Cycles: Engaging executives early ensures alignment and expedites decision-making. 2. Builds Credibility: Demonstrates a deep understanding of the organization's challenges and showcases a tailored solution. 3. Facilitates Internal Buy-In: By involving various stakeholders, you ensure that the solution meets the needs of all parties, increasing the likelihood of adoption. I'm pleased to share that that Yo-yo selling was recently awarded as a Top 15 Sales Tactic of All Time by 30 Minutes to President's Club, and I received a cool plaque for entering the 30MPC Hall of Fame. Since I have no chance of entering the Hall of Fame for my baseball or golf game, this is a nice consolation prize 😁

The most influential HR leaders don’t fight for space, they earn it by getting closer to the truth. Because the real measure of HR influence isn’t proximity to power, it’s proximity to truth. So I realized that the closer HR gets to what’s real the pressures, trade-offs, and contradictions inside the business, the more the business begins to listen. Becoming trusted isn’t about visibility. It’s about credibility in complexity, the ability to hold both empathy and evidence at once. Most HR careers begin in service. We execute policies, close files, process requests. Then we learn to solve problems, diagnose, advise, correct. But somewhere along the way, the few who rise higher realize that fixing problems isn’t the same as shaping decisions. That’s where the shift begins, from HR as function to HR as conscience. When HR becomes a strategic partner, it starts translating business strategy into human reality. And when it becomes a trusted advisor, it starts translating human truth back into business courage. As the father of modern HR Dave Ulrich rightly said “When HR focuses only on people, it may gain popularity; when it focuses on business, it gains credibility.” But credibility alone isn’t enough. Trust is built where credibility meets courage, where we tell leaders what they need to hear, not what they prefer to hear. Trusted HR isn’t loud. It doesn’t demand a seat. It earns its seat by creating clarity in the fog, by protecting both performance and principle. By understanding the Mirror, Map, and Muscle, seeing ourselves clearly, charting the path, and strengthening what drives change. Because the future doesn’t need louder HR voices. It needs truer ones. It’s not an easy path, but it’s the one that holds the mirror and delivers results, through clarity, courage, and consistency. If this message resonates, reshare it to remind others what HR is truly called to be. And if you’re building HR that leads through trust and truth, Subscribe to #HRFieldnote for frameworks, reflections, and tools that help HR think and lead differently.

Most people freeze when they want to reach out to someone influential. Here’s the 5-step formula I’ve used to connect with the CEO of Scribe, the co-founder of Leland, the content team at Notion, and even creators I admire 👇 1. Follow first. Connect later. Don’t just hit “connect.” Follow them, spend a few weeks learning from their content and activity. Be a quiet observer. 2. Find your entry point. Look for a personal connection - a post you loved, a campaign you admired, a shared background, a comment thread you can join. 3. Create context. Once you find something specific, DM them with a message that shows: → You’ve done your homework → Why this moment made you want to connect → What you admire or learned from them 4. Make the ask polite + specific. Don’t write paragraphs. Respect their time. Example: “Would love to ask you 1 question about your work at [company] – totally okay if now’s not a good time!” 5. Nurture the connection. Even if they don’t reply, keep engaging with their content. Most of my opportunities came weeks after my first message. This method helped me land internships, collaborations, interviews, and lifelong mentors. Try this 5-step system and tell me what worked. #linkedin #network #tips

After decades of working with leaders at companies like Apple, Salesforce, and Cisco, we've identified 4 storytelling techniques that consistently work to deliver important messages in high-stakes settings: 1. Start with the unexpected Don’t begin your presentation with context. Instead, begin with the moment that makes people think, “Wait…what?” Instead of something like: “Here’s an update on our September campaign…” Try starting with the most interesting detail: “I broke our biggest marketing rule last month, and it worked.” Lead with the surprise. You can add context later. 2. Let people feel the tension After the surprise, don’t rewind to the beginning. Take your audience to the moment where things weren’t working. Flat numbers. Missed goals. Stalled progress. Instead of: “The campaign was underperforming, and our team went back to the drawing board.” Try:  "We were two weeks out from the end of the quarter. The campaign wasn’t producing results, and the team was out of ideas. That’s when I decided to take a risk...” You don’t need to explain the problem. You need to make people feel it. 3. Use real dialogue When your audience hears what was actually said, they stop listening to you and start visualizing the moment. This helps them connect emotionally with what you’re saying. Instead of: “The campaign manager said team morale was low and they were struggling to find a solution.” Try: “My campaign manager pulled me aside in the hallway and said, ‘We’ve tried everything. The team has been working overtime, and we don’t know what else to do.’” Dialogue brings listeners into the moment with you. It makes the story real. 4. Share the lesson Never assume people will infer the meaning you intended. End your story by answering: - What does this mean? - How should someone act differently now? Example: “Breaking our biggest marketing rule helped us turn this campaign around and hit our numbers. I strongly suggest we revisit our marketing guidelines. We could be leaving a ton of revenue on the table.” Without the lesson being clear, even a good story feels unfinished. These are the same techniques we teach to our clients at Duarte. Try them out during your next presentation and watch how people lean forward and tune in to your message. #ExecutivePresence #BusinessStorytelling #PresentationSkills

Is your leadership's management philosophy stuck in the 1960s? Let's redefine it: Leadership by Being Engaged. The concept of "management by walking around" came from Bill Hewlett and Dave Packard (HP founders) in the 1960s, popularized by Tom Peters in 1982, and gets used today to describe what's missing in #remote work. "The expected benefit: by random sampling of events or employee discussions, managers are more likely to facilitate improvements to the morale, sense of purpose, productivity and and quality... compared to remaining in a specific office area, or the delivery of status reports." The literal concept doesn't work if your managers have people who are working in multiple locations, now the majority case. 60 to 80% of all "enterprise" company managers now have #distributed teams. 100% of Fortune 500 Execs have teams that are #distributed today, according to Atlassian (kudos Molly Sands, PhD). #RTO mandates rooted in this philosophy are trying to return to a world that no longer exists. Leaders need a both/and approach. Get employees together to jump-start #belonging, and build better #culture and #performance by being involved in the digital #collaboration tools that your teams use every day. Let's redefine a philosophy rooted in co-location into one for the #digital age. Four starting points for leaders looking to get digitally engaged: 🔸 Increase transparency. Internal transparency around clear goals and realistic progress against them drives focus on outcomes, and builds trust. 🔸 Get engaged in the work. Execs need to stop saying "Teams/Slack etc are for the kids; you'll find me in email" and get into the tools people use every day to work through account issues, project updates, and problem solving. 🔸 Participate in digital communities. Social forums at work build belonging. That cuts across everything from an Abilities ERG to Sneakerheads. Finding community at work boosts retention; even leaders need to find that. 🔸 Get a reverse mentor. Being available and engaged digitally can feel foreign as a leader, and initially scary to a team. Find a digital native in your organization who can coach you! What's your take? Retire the phrase, or revive an important concept?

I had a moment the other week where I gave a literal "elevator pitch." On-site with a big account, and a 6-figure deal in my pipeline. (Sidenote: it's always worth the travel to go see a big account.) I spent the day meeting with VP Sales, RevOps, Enablement, a whole group. But the one key person I hadn't yet met was their CRO. Until I was on my way to catch an Uber back to the airport, and he steps into the elevator. (He has no clue who I am or why I'm there at this point.) I say hi, he says hi. Then I mention he's built a sharp team, and I got a chance to meet them all. So naturally, he asks the old, "So what do you do?" question. This is my favorite way to answer that, with a simple framework you can use for your own "elevator pitch." (It's still comical to me we were in an actual elevator.) ______ (1) You know how ___________? ^ setup the situation / problem you focus on. (2) Well, you’re probably doing X, and it works really well. But it can’t Y. ^ you want them to feel like, "Oh man, you're so right" after sharing this. (3) So we let you do X and Y. How are you thinking about this? ^ you did a good job here if you get some version of "tell me more" after, and personally, I like ending with a question. _____ For me, that sounded like: (1) You know how buying teams have to sell you to their own execs, when your reps aren't in the room? (2) Well, you already have a Value Team writing business cases to help buyers in $1M+ deals, which works. But it's hard to scale downmarket. (3) So we let Commercial / MM reps generate these, with exec summaries not just ROI models. Which means you get the win rate you do upmarket — in a process that keeps pace with higher velocity deals. How are you thinking about business cases in MM? _____ Works just as well outside of an elevator too. Give it a shot this week.

Stop selling to the wrong person. I see this on every deal review. Rep says "my champion loves it" but the deal dies in committee. Here’s a reality check for you → Your champion isn't the decision maker. They're your tour guide. Your champion can present perfectly, get everyone nodding, and you'll still lose to "no decision." Why? Because champions don't feel the pain personally. They don't control budgets. Their success isn't tied to solving your problem. And most importantly... they don't get fired if things stay broken. The REAL decision maker has three things: #1 They feel the pain personally (not just organizationally). When the problem hits, they're the one getting called. They're the one explaining to their boss why things aren't working. It's their reputation on the line. #2 They control or heavily influence the budget. They don't need permission to spend. Or when they ask for permission, people listen because they understand the business case. #3 Their success metrics are directly tied to solving this. Their bonus, their promotion, their next role depends on fixing what you solve. How to find them: Ask your champion: "Who gets the most frustrated when [problem] happens?" Ask: "Whose goals are most impacted by this issue?" Ask: "Who ultimately has to approve spending on solutions like this?" Ask: "Who gets blamed when this problem causes issues?" Red flags that mean you don't have a decision maker: "Oh, that's handled by committee." "Everyone agrees this is important." "I can present to whoever needs to see it." "We make decisions collaboratively here." Green flags that signal real decision maker: "Sarah is constantly dealing with this." "This rolls up to Mike's objectives." "Tom has been pushing for a solution." "Lisa controls that budget." The fix: Get introduced to the person who wakes up thinking about this problem, has budget authority, and will be measured on results. How to get the introduction: "Sounds like [Decision Maker] is feeling this. After working with 100+ similar companies and their CXOs, I've seen what actually works in this situation. Worth sharing a few insights on how their peers solved this?” Don't ask to "pitch them." Ask to "share insights." Don't pitch until you find them. Your champion opens doors. Your decision maker opens wallets. Know the difference. Ask your sales leader to review your current pipeline with this lens. They'll help you identify which deals have real decision makers versus just enthusiastic champions. — Hey AEs! Dive into this free training, I’ll teach you how to coach your champions to win more deals:https://lnkd.in/gbr8DKb8

Most brilliant ideas die not because they’re bad, but because they’re pitched wrong. And that collapse usually happens in the first 90 seconds. A 2023 McKinsey study found that senior leaders make decisions up to 5x faster when information is presented with clarity and relevance rather than sequence and storytelling. And neuroscience backs this up. Our prefrontal cortex, the part involved in complex decision-making, has limited working-memory capacity (about 3–4 chunks of information at a time). If your pitch starts with a long background story, you overwhelm the very system you’re trying to engage. You feel you have no influence? Let’s fix that. 𝟭. 𝗦𝘁𝗮𝗿𝘁 𝗪𝗶𝘁𝗵 𝘁𝗵𝗲 𝗗𝗲𝗰𝗶𝘀𝗶𝗼𝗻, 𝗡𝗼𝘁 𝘁𝗵𝗲 𝗦𝘁𝗼𝗿𝘆 Executives process outcomes first, explanations second. Open with: “The decision I’m asking you to make today is…” This immediately reduces cognitive load and boosts listener retention by up to 30%, according to research. 𝟮. 𝗔𝗻𝗰𝗵𝗼𝗿 𝗬𝗼𝘂𝗿 𝗜𝗱𝗲𝗮 𝗶𝗻 𝗪𝗵𝗮𝘁 𝗧𝗵𝗲𝘆 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗖𝗮𝗿𝗲 𝗔𝗯𝗼𝘂𝘁 Executives listen for impact drivers (P&L, risk, timing, strategic alignment, reputation…) If your idea doesn’t connect to their priorities, it becomes noise. 𝟯. 𝗕𝘂𝗶𝗹𝗱 𝗮 𝟯-𝗟𝗮𝘆𝗲𝗿 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 Layer 1 The One Sentence Your idea in 12 words. If you can’t explain it simply, it’s not clear, and the brain can’t store it. Layer 2 The Value State the pain and the outcome. One slide. One paragraph. Keep it simple and straightforward. Layer 3 The Proof Pilot data, customer insight, small wins… you need facts that make the idea tangible. And remember... people trust a message more when it includes a concrete marker of progress. 𝟰. 𝗘𝗻𝗱 𝗪𝗶𝘁𝗵 𝘁𝗵𝗲 𝗦𝗺𝗮𝗹𝗹𝗲𝘀𝘁 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲 𝗙𝗶𝗿𝘀𝘁 𝗦𝘁𝗲𝗽 Senior leaders don’t buy ideas. They buy safe momentum. Close with: “The smallest low-risk step we can take is…” Micro-commitments trigger the brain’s preference for loss avoidance. We’re more willing to start small because the perceived threat is low. And it goes without saying that you always need to prepare for objections. Executives consistently push on cost, risk, and timing. When you proactively address these, you signal confidence and reduce perceived uncertainty. Common mistakes that people make (that kill a pitch)? - Starting with a long narrative instead of the decision - Explaining the problem in painful detail - Using vague verbs such as “improve,” “optimize,” “enhance” - Not making an explicit ask - Pitching to be liked instead of aligned - Having no clue of the company’s priorities And a small trick before you enter the room to enhance your influence… Ask yourself: “What do I want them to feel?” Your intention shapes your tone and tone shapes the room. Ready? GO!