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Understanding Buying Processes Print

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How decisions actually get made.

WHAT VARIES BY BUYER

How many people are involved What approval is required How long it takes What documentation is needed

WHAT TO ESTABLISH EARLY

Who is involved What each cares about What the approval path is What has happened with similar purchases

WHY ASK RATHER THAN ASSUME

Assuming produces deals that stall at an unexpected gate.

WHAT ROLES TYPICALLY EXIST

The person with the problem The person who decides The person who pays The person who can block The person who will use it

WHY BLOCKERS MATTER

They rarely appear until late, and they end deals.

WHO COMMONLY BLOCKS

Technical reviewers Finance Legal Security

WHAT TO DO

Identify them early, and address their concerns before they are raised.

WHAT EACH TYPICALLY WANTS

  • Finance: cost and terms
  • Legal: risk and liability
  • Technical: integration and security
  • Users: whether it makes their work easier

WHAT TO PREPARE

Answers for each, in advance.

WHAT TO ASK YOUR CONTACT

What the process looks like, and what could delay it.

WHY ASK ABOUT DELAY

They know, and they will tell you.

WHAT TO BUILD WITH THEM

A shared plan with dates.


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