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Sales Tips: Finding the Real Decisionmakers

Updated on August 19, 2017
heidithorne profile image

Heidi Thorne is an author and business speaker specializing in sales and marketing topics for coaches, consultants, and solopreneurs.


By choice, I typically don't sell to brides even though there's ample opportunity for me to provide invitations, favors, printed balloons and other celebration goodies through my promotional product business. And I do love seeing the gorgeous designer dress concoctions of satin and lace, the settings, the décor... it's all so beautiful. But to get involved with the emotionally charged weddings market? No way! I've realized that weddings are an "impossible" sale for me. (Click here to learn more about dealing with impossible sales.)

One of the difficulties I have with the bridal market is that it's difficult to figure out who's really the decisionmaker. Should logically be the bride and/or groom, right? Not so fast! See what I learned about real decisionmakers from reality TV in the following video:

The Decisionmakers Behind the Scenes

As discussed in the video, a bride's entourage can be a huge influence in what she'll wear on her (maybe) once-in-a-lifetime special day. This group could include the fiancé (a little odd for most couples, but saw it happen on multiple episodes of the show—maybe they just wanted to be on TV); the parents, grandparents or other relatives who might be paying for the dress or even the whole affair; friends and extended family; or, members of the wedding party. Will any of these folks be wearing the gown? Absolutely not. But they may be actually buying it either literally with their cash or vicariously with their influence.

Unfortunately for salespeople, those who have the most influence on whether a sale occurs may never be identified in conversations with the primary contact. The primary contact may be merely an information gatherer or buffer between the vendor and actual buyer. Contacts may also be the beneficiaries of the sale (as happened in some wedding dress examples on the show) and will have significant input. This happens in both B2C (business to consumer) and even more in the B2B (business to business) arenas.

Ferreting out who really has the decisionmaking authority can be a primary activity in sales, sometimes long before even a presentation or offer is made, lengthening the entire sales cycle.


Determining the Decisionmaker(s)

For some sales, the decisionmaker may never have contact with the vendor's sales team. The larger the organization, the more likely this is. As well, the decisionmaker may be totally disinterested in the actual sale, save for the dollars is will cost him or her. Wedding dresses would be a prime example of this scenario.

In scenarios where the decisionmaker will never be part of the actual sales transaction, the primary contact becomes a "salesperson" of sorts for the vendor. So while sellers are always anxious to connect with the actual decisionmaker, being dismissive with the intermediary contacts can be interpreted as a slap to a contact's ego. In response, that sales offer could also be dismissed.

So how can a salesperson or small business owner get to those elusive decisionmakers?

  • Ask. Obviously! But this must be done carefully. A simple inquiry as to whether anyone else will be involved in making the final decision is sometimes enough to jog an intermediary contact into revealing who's holding the purse strings.
  • Test Close. Once all sale details have been discussed and confirmed with contacts, asking to complete the sale can put contacts in a position that requires a decision. If the contacts cannot move forward, they may blurt out that they need to speak with so-and-so before going ahead. Congratulations on finding out who's really in charge!
  • Don't Break Fragile Egos. Even if they have very little buying capability or authority, intermediary or beneficiary contacts want to feel like they're important and in charge. For those contacts, asking about the next step to getting the deal done can help them feel like they're still a part of the whole process and that the salesperson respects and values their input.


Who's the Boss?

Wanna see the test close in action? Check this...

I've sold advertising and promotions for many years. A good number of my clients have been family businesses. Often I deal with the small business owner(s) which could have been the first, second or third generation. Usually, the owner could make the final yes/no decision.

However, as these businesses age and future generations join in the operation, I might be dealing with a sibling, child or other relative who had marketing dumped on them. Definitely not an ideal selling scenario! That's a customer with no experience, expertise, authority or interest. But I had to tread very carefully since these folks could make sure I'd never get the hand that wrote the checks to sign off on a deal. And as these businesses evolved that hand could change hands.

One day I was working with the adult child of an owner. Pleasant person, but I sensed that she didn't have the authority to pull the trigger, even though she said she was the "marketing manager." So I whipped out a test close after we had discussed many of the sale's particulars.

"Why don't we sign off on the sale today?" Response: "I'll have to talk to my dad about that."

It actually took a few years before the client started buying from me regularly. But at least I knew who was still the boss!

Disclaimer: Any examples used are for illustrative purposes only and do not suggest affiliation or endorsement. The author/publisher has used best efforts in preparation of this article. No representations or warranties for its contents, either expressed or implied, are offered or allowed and all parties disclaim any implied warranties of merchantability or fitness for your particular purpose. The advice, strategies and recommendations presented herein may not be suitable for you, your situation or business. Consult with a professional adviser where and when appropriate. The author/publisher shall not be liable for any loss of profit or any other damages, including but not limited to special, incidental, consequential, or other damages. So by reading and using this information, you accept this risk.

© 2014 Heidi Thorne


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  • heidithorne profile image

    Heidi Thorne 3 years ago from Chicago Area

    Oh, pulrl3agony, isn't it awesome to watch a sales pro in action? They absolutely can home in on who are the key players and what makes them tick. Thanks for sharing your great example with us. Have a wonderful day!

  • heidithorne profile image

    Heidi Thorne 3 years ago from Chicago Area

    Hi FlourishAnyway! Sales folks have to be VERY careful when digging for the decisionmaker. Especially problematic in some sales scenarios that could have multiple people with a hand in the final choice. Thanks so very much for sharing and support! Have a wonderful day!

  • heidithorne profile image

    Heidi Thorne 3 years ago from Chicago Area

    Oh dear, Nell Rose! I don't know how some weddings even get done. Way too many decisionmakers. :) Thanks for stopping by! Cheers!

  • purl3agony profile image

    Donna Herron 3 years ago from USA

    I noticed when we were buying our house, that our realtor followed me around as we looked at houses, but not my husband. She seemed to note the comments I made and what I liked and didn't like about each house. She understood (though I didn't really) that I had more interest and influence over which house we bought and would probably be making the final decision. She was smart to realize that I was the more picky one about which house we bought, and that my husband just wanted me to be happy :)

    Great article about understanding and respecting all the parties that are involved in a purchasing decision!!

  • FlourishAnyway profile image

    FlourishAnyway 3 years ago from USA

    You're a pro with finding out who's really in charge! Very smooth! The bridal example was a good one, too, for how you really never know who's the decision maker. Sharing and voting up +++.

  • Nell Rose profile image

    Nell Rose 3 years ago from England

    Hi heidi, what's the saying? too many cooks etc! yes I can imagine the problems, not in the same league as that, but I do remember my friends wedding, the whole family got involved, there were mistakes upon mistakes and it nearly all fell through, so yes I totally understand!

  • heidithorne profile image

    Heidi Thorne 3 years ago from Chicago Area

    Oh, indeed it is, raymondphilipe! I can't tell you how many times it's happened to me over a sales career. Now I can much more easily identify who's who in the sales process. Thanks for stopping by and your support! Happy Sunday!

  • heidithorne profile image

    Heidi Thorne 3 years ago from Chicago Area

    Oooo, billybuc, you're in one of these decisionmaker tough spots! I wouldn't go over an intermediary contact's head. That often lands a salesperson back at square one (or none!). Distinguish between "can't" and "won't" make a decision. Two very different scenarios. Can't can suggest no ability, budget, authority, etc. Won't could suggest the contact (if indeed the decisionmaker) isn't "sold" on the offer.

    I hope it works out for you! Keep us posted and have a great Sunday!

  • raymondphilippe profile image

    Raymond Philippe 3 years ago from The Netherlands

    Finding out who is the real decision maker is essential to close the deal. So much effort is often "wasted" by sales people on convincing the "wrong" people. Interesting read. Voted up.

  • billybuc profile image

    Bill Holland 3 years ago from Olympia, WA

    As usual you have raised some interesting points. I'm dealing with this right now with a community center in our area. I'm offering to teach writing classes there...the guy who supposedly is the decision maker can't seem to make a decision. Do I go over his head and possibly cause harsh feelings? Stay tuned. :)

    Have a great Sunday!