Practice / The Thinking · 01
Exercise 01 · The Thinking

Strategy Before Selling

Part One

The Scenario

Thomas, Vice President of Commercial Development at a mid-market software company, leads a team of twelve. The product automates accounts payable workflows for companies in the 200 to 2,000 employee range. The team is consistent. They hit 91% of quota last quarter. The pipeline looks healthy on paper.

Thomas has a meeting tomorrow with the Head of Finance at a regional logistics company. The meeting was initiated by a Business Development Representative following a cold outreach sequence. The contact clicked a link, agreed to a call, and a calendar invite appeared. Thomas has the demo configured for a logistics use case because he ran three similar demos last month. He is prepared for the conversation he wants to have.

He knows the company name. He knows the contact's title. He has not asked why this company, right now, should care about automating their accounts payable function. He has not asked what growth or cost pressures they are currently under. He has not checked whether their process is a genuine pain point or a minor inconvenience that works well enough. He has not read their last press release or looked at their recent job postings to understand what they are building toward.

The meeting will happen. Thomas will show the demo. The contact will say it looks interesting. They will agree to a follow-up. The follow-up may or may not materialise.

This is what commercial activity without strategic thinking looks like from the inside. It is not failure. It is something more insidious: the appearance of progress. The pipeline moves. The calendar fills. The quarterly number is close enough.

But Thomas's ceiling is not a skills ceiling. He knows how to sell. The ceiling is a preparation ceiling, and behind that is a strategy ceiling. Until he asks which customers he should be talking to, why those customers specifically, and what he brings to those conversations that no one else can bring, the ceiling stays exactly where it is.

Part Two

Reflection

Question 01
Looking at your current pipeline: how many of the opportunities in it were added because they fit a clearly defined ideal customer profile, and how many entered because someone expressed interest?
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Question 02
Before your most important commercial meeting this week, can you complete this sentence without hesitation: "This customer should be talking to us right now, and not our competitors, because..."
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Question 03
If you mapped your team's actual commercial activity over the last 30 days against your organisation's stated strategic priorities, where would you find the largest gap between where you invested time and where you said you would focus?
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Part Three

Application Canvas

Apply the GCAR model to your own commercial organisation. Be honest about the current state, not the intended state.

Goals
What does your organisation need to achieve commercially in the next 12 months? Be specific about outcomes, not activities.
Customers
Which customer profiles align most directly with those goals? Describe them by role, industry, size, and the problem they must have.
Activities
What does your team's day-to-day commercial activity actually look like? Map it honestly, not aspirationally.
Resources
Where are time, budget and leadership attention actually going? Not where you intend them to go.
Coherence Gap
Looking at the four elements above: where is the biggest misalignment? Where are Goals, Customers, Activities and Resources pointing in different directions? Name it directly.
Export your work
Generate a PDF of your completed exercise. Includes your scenario notes, reflection answers and GCAR canvas. Useful as a reference document before your next strategy review.
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