budget is the last question, not the first

know, like and trust drives b2b sales. budget and need come second. a fractional bd operator with 16 years of referrals explains why.

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in b2b sales, know like and trust comes before budget. i got that confirmed by someone who's lived on it for sixteen and a half years.

i pre-interviewed a fractional sales and business development consultant. he's been independent all that time. before that, six years at a large internet holding company. and his clients come almost entirely from word of mouth and referrals.

his philosophy is the opposite of most sales training. people buy from people they know, like and trust. budget and need come second. necessary, but second.

most qualification frameworks put money first. the old bant framework starts with budget. you're taught to find out if they can pay before you invest any time.

it sounds efficient. it's backwards.

think about the last big thing you bought from a person. a house, a car, a lawyer. you didn't pick them because they qualified your budget fastest. you picked them because someone you trusted said they were good, and then they made you feel looked after. the budget conversation happened, but it happened after you'd already decided who you wanted to work with.

and i'm a product of exactly this.

i didn't get into this business by applying. i was a referral source. over time i sent charles maybe thirty or forty people. i told the story on a call a couple of weeks ago, close to these words... referred him maybe thirty, forty people, and then i went into becoming a co-founder with him at this business. that was about a year ago.

nobody qualified my budget. i knew him, i liked how he worked, i trusted him with people i cared about. the partnership came out of that.

when i explained our model to the consultant, the podcast invite as a warm way in, giving first, he lit up. it's the same thing he's done his whole career, just with a system around it.

i put it to him this way... you're collapsing sales and marketing into one motion, right?

that's what an invite to talk about your work does. it's marketing, because it makes you known. it's sales, because it starts a relationship with someone who might buy. and it's built on giving, so the like and the trust start on minute one instead of month three.

you can't automate trust. but you can build a machine that creates a lot more chances for it to form.

budget still matters. you'll still ask. but if you ask it first, you're telling the other person what you care about. ask it last, after they've had a reason to like you, and it's just logistics.

so try one thing on your next first call. don't qualify. ask about their work, what they're building, what's in the way. save the money questions for the second call. watch how different the second call feels.

the consultant and i got to the same place from opposite ends. he spent sixteen years doing it one relationship at a time, by hand. we spent the last year building a machine that starts those relationships every day. neither of us ever led with budget.

and look at what referrals did for both of us. his whole client base. my whole way into this business. if the best channel in b2b is trust passed from one person to the next, then the job is to make more moments where trust can start.

budget tells you if they can buy. trust tells you if they'll buy from you. only one of those is worth building first.

if you want to see the give-first engine we run, it's here.

so in your next ten sales calls... how many of those people already knew you before the call started?

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