Practice / The Thinking · 02
Exercise 02 · The Thinking

The Wrong Question

Part One

The Scenario

Anette, Senior Account Executive at a workforce solutions and HR outsourcing provider, has been given a coveted meeting with the Chief Human Resources Officer of a mid-size retail chain with 4,200 employees across 68 stores. It is the kind of account her company has been trying to land for two years. She has prepared thoroughly. She has reviewed the company's LinkedIn presence, researched their benefit structure, and compiled a list of service gaps she believes she can fill.

The meeting runs for fifty minutes. Anette asks about turnover rates. The Chief Human Resources Officer mentions that onboarding is inconsistent across regions. Anette asks about compliance challenges. The officer describes some friction with the payroll system. Anette asks whether they have considered outsourcing parts of their HR function. The officer says it has come up.

The meeting ends well. The officer is warm and engaged. A follow-up is agreed. Anette leaves confident.

She does not know that the company is eighteen months into a significant expansion: twelve new store openings planned across two new regions before the end of the following year. She does not know that the Chief Executive Officer has told the board that workforce quality and consistency will determine whether the expansion succeeds or fails. She does not know that the officer has a personal mandate to build a commercial-grade people function before the expansion reaches full speed, and that getting this wrong would delay the entire programme.

Anette asked what HR challenges the company was facing. She never asked why solving them mattered.

The follow-up happens. A proposal is submitted. It is reasonable and competitively priced. It addresses the payroll friction and onboarding inconsistency Anette identified. It sits in a committee review for six weeks and is declined on budget grounds. No one mentions the expansion. No one connects the proposal to what the business is actually trying to do. The proposal answered a different question than the one the organisation needed answered.

Part Two

Reflection

Question 01
In your last three significant discovery conversations, what proportion of your questions were about what the customer needs versus why achieving it matters to their business right now?
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Question 02
For a current opportunity in your pipeline: can you articulate the customer's Why clearly? Not the problem they described, but the strategic outcome they are ultimately trying to reach and why it matters to the business now.
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Question 03
When a customer gives you a surface-level answer to a discovery question, what do you typically do next? Do you move on, or do you go deeper? What question would take you from What to Why?
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Part Three

Application Canvas

Apply the Golden Circle to a real account you are currently working. Map from the outside in, then build the insight that creates movement.

What (Surface Need)
What has the customer described as the problem or requirement? What have they asked for, in their own words?
How (The Obstacle)
What is getting in the way of their progress? What structural, organisational or resource challenge creates the friction?
Why (Strategic Intent)
What is this organisation ultimately trying to achieve? Not what they want to buy. Why does solving this problem matter to the business at this moment?
The Gap
What is the distance between the Why (strategic intent) and the What (stated need)? That gap is where your value lives.
The Challenger Insight
What perspective or framing could shift how this customer understands their own situation? What do they need to hear that no one else is telling them? This is the insight that creates movement, not just interest.
Export your work
Generate a PDF of your completed exercise. Includes your reflection answers and Golden Circle canvas. Useful as preparation before a discovery conversation.
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