BAG · MC² · Leadership

The Sales Operating System

Identify the Opportunity.·Install the System.·Create predictable revenue.

Three parts, one system & a communication framework — built for the MC² leadership team. Hire right, sell the experience, lead your people, and earn the reply.

Part I

Identify the Opportunity. Install the System.

Second order thinking.

Use these questions to evaluate and strengthen the MC² sales operating system.

Every "No" is an opportunity to grow. Tap a check as you go — where you land tells you where to work.

Part II

The Solution

Selling with Awareness — the shift from pitching to understanding.

5Their NeedsWhat 5 things need to be true? 3Your ActionsWhat 3 things can I do? 2The ContrastWhat 2 things must we measure? ▾
5-3-2 = 0 — The Simple Math of Great Sales
Listen to learn. Not to respond.

Most sales methodologies teach people what to say. This one teaches people how to think.

There are three kinds of awareness. Tap each to open it.

🧭
Internal Awareness
Know for Yourself
How clear are you on what's important and why?
Before every call, email, or handoff.
Open ▾

Clarity

  • What is this program actually supposed to do for the brand?
  • What would make this conversation worth their time?
  • What do I want to be true when this conversation ends?

Motive

  • Why does this matter — leads, launch, brand perception, or budget?
  • Why now? What changed — a new product, a bigger show, a contract ending?
  • Why should they trust me to help?

People

  • Who has a say — Economic, Impact Owner, Guardian, Coach?
  • Who lives with it day to day — the show manager running the schedule?
  • Who haven’t I accounted for — procurement, the agency of record, the product groups?

Measure

  • How will they know it worked — leads, meetings, press, cost per square foot?
  • How are they handling it today — in-house, one agency, or several?
  • What are they judged on — speed, cost, quality?

Movement

  • What’s the next step I’m asking for — a call, a demo, an intro?
  • What’s the smallest commitment that moves this forward?
  • What do I owe them when we hang up?
CreatesClarity→Focus→Action
👁️
External Awareness
Read the Room
Who has a say & what role do they play?
What mode are they in & what's their win?
Open ▾
Identify — who has a say
Decision Maker — VP / Director of MarketingImpact Owner — The trade show or event managerGuardian — Procurement / FinanceCoach — The champion inside the brand team
Uncover — what matters most
What they thinkHow they feel

Let’s stop asking “What question gets me a meeting?” & start asking “What question uncovers their Mode?”

The best questions are simple, conversational, and easy to answer — the kind that don’t feel like discovery. Work them in this order, and each answer opens the door to the next:

Situation→Mode→Improvement→Hook

Establish context without sounding like discovery.

  • What do you know about…?
  • How are you currently handling this?
  • What does your team look like today?
  • Are you handling this internally, with a partner, or both?
  • Has anything changed recently?
  • What’s hardest to get right?
  • What are you focused on this quarter?

Where most of us struggle. Instead of asking about facts, ask about experience — these seven tell you almost everything about their Mode.

  • How’s that been working for you?
  • How do you feel about where things stand today?
  • What’s been the biggest challenge?
  • What’s been the most frustrating part?
  • What’s taking more time than it should?
  • Where do you feel the most pressure?
  • If you could change one thing, what would it be?

Nobody buys an exhibit. They buy what the brand becomes on the floor.

  • What would success look like at the next show?
  • What’s most important to improve?
  • If this went exactly right, what changes?
  • What would make the biggest impact?
  • What’s costing the most today — drayage, storage, rework?
  • What would free your team up during show season?
  • Where do you think the greatest opportunity is?

Timing separates a real opportunity from a someday.

  • Why is this important now?
  • What’s driving the timing — a show date, a budget cycle, an RFP?
  • What happens if nothing changes?
  • Is there a deadline you’re working toward?
  • What made this move to the top of your list?

Know who matters before you go further.

  • Besides yourself, who else is involved?
  • Who ultimately decides?
  • Who will use the solution every day?
  • Who else would want to weigh in?
  • What does success look like for them?
🪝 The HookOnce you’ve heard their Situation, Mode, and Improvement — the hook writes itself. Offer a next step that fits what they just told you, and turn it into a warm, informed next conversation.
Build the Hook

“It sounds like [Situation] is creating [Impact]. If there were a way to [Improvement], would it be helpful to see how?”

“It sounds like the manual work is putting more pressure on your team. If there were a way to take that off their plate so they could focus on what matters, would it be helpful to see how we might help?”

Mode detection shapes how you ask — to gain their permission:
  • Growth “It sounds like you’re looking to…” → improvement
  • Trouble “It sounds like this is creating…” → relief
  • Even Keel “It sounds like things are working, but…” → possibility
  • Overconfident “It sounds like you’re comfortable with where things are…” → curiosity
Align — before end of conversation

Decision Maker phrasing shown. Tap any question to see how it changes for the Guardian, Impact Owner & Coach.

Defines the outcome — clarity

GuardianCompliance / Risk
What standards or requirements matter most for this outcome?
Ex: Budget, compliance, quality, security, policies
Impact OwnerExecution / Experience
What are you trying to improve operationally?
Ex: Productivity, quality, speed, customer experience
CoachInfluencer / Alignment
What’s most important internally for this to accomplish?
Ex: Alignment, engagement, adoption, culture, impact

Reveals the process — reality

GuardianCompliance / Risk
How are decisions and approvals handled today?
Ex: Process, approvals, vendors, documentation, controls
Impact OwnerExecution / Experience
How are you managing it today?
Ex: Workflows, tools, processes, team, time, communication
CoachInfluencer / Alignment
How are decisions typically made and communicated?
Ex: Stakeholders, alignment, feedback, change process

Identifies friction — truth

GuardianCompliance / Risk
Where does risk or exposure typically show up?
Ex: Compliance gaps, data, contracts, liabilities, audits
Impact OwnerExecution / Experience
Where do things typically get stuck or off track?
Ex: Delays, rework, drop-offs, confusion, handoffs
CoachInfluencer / Alignment
Where do priorities or perspectives conflict?
Ex: Competing goals, buy-in, resource limits, communication

Tests commitment — decision

GuardianCompliance / Risk
If this reduced risk while improving results, what changes?
Ex: Confidence, faster approvals, stronger controls, less liability
Impact OwnerExecution / Experience
If this were easier or fixed, what improves for your team and your customers?
Ex: Less stress, better results, happier customers, more time
CoachInfluencer / Alignment
If this succeeded, what would be possible for your team and organization?
Ex: Stronger influence, trust, momentum, long-term impact
CreatesIdentify→Uncover→Align
🎯
Situational Awareness
Solve for Improvement
Is this account worth pursuing?
The right account — and a real reason to reach out today.
Open ▾
Right Fit
Is this account ours to help?
  • A real problem or gap exists.
  • It's something we solve.
  • There's a genuine need behind it.
  • More than one opening, or a repeat need.
  • Their size and type fit what we do.
  • It's a market we serve.
  • I can reach the right person.
  • We have the ability to deliver this.
  • There's a relationship, referral, or way in.
Right Now
Is there a reason to reach out today?
  • New posting, expansion, or service line.
  • Turnover, retirement, or a departure.
  • A shortage story in their market.
  • Which department is carrying the gap.
  • Who's covering the extra load.
  • Who has to fix it.
  • A start date or schedule is posted.
  • The impact is already being felt.
  • They're already looking.
Right Fit+Right Now=A Qualified Opportunity
Curiosity + Empathy = Context
How you show up before the conversation earns you the right to ask.
Belief + Trust = Content
What they share reveals what really matters.
Context + Content = Contrast
What you uncover reveals the distance between where they are and where they want to be.
Role + Mindset = Reality
Role = how they see the problem. Mindset = how they feel about the problem.
Part III

The Plan

Create Sales Strategists. A leadership operating system for people, teams, and culture.

Great teams don't happen by chance. They're built through a repeatable system.

Take ownership. Don’t blame.
Part IV

Gold for Ghosting

Awareness earns the meeting. This earns the reply.

A communication framework for getting a response without chasing people.

5-Steps to Earning a Response

Tap any step to open the shift — what to stop saying, what to try instead, and why it works.

Select a step above to open it.

The psychology

See it in action
Tap an example to read the full outreach.

A UO Sales Manager reached out to a group after discovering limited information online indicating they were planning a trip to Orlando.

Good Afternoon,

Thank you for choosing Orlando & allowing the City to assist you in hosting The 2026 National Championships! (This is a mutually agreeable fact) On behalf of our Gold Key partnership with the Orange County Convention Center, your group qualifies for discounts up to 40% off Universal Orlando tickets. (Provides unique offer while acknowledging their choice & giving UO credibility)

Would you be against hosting a link for your Teams, Athletes, Coaches & Parents to save on their tickets? (Get your Yes with their No) We also have programs for you to resell them the tickets & raise money for your organization while still offering a substantial savings to the attendees. (Allow two choices, no more. Always two never three.)

If there were a way to provide your group with either one or the above options, what would be the best number to reach you at? (This is an easy to answer question)

Much appreciation,
Name
Title & UO signature line

OutcomeConference Planner called my Sales Manager back that evening on their way home.

A recent graduate from Embry-Riddle’s Engineering program was struggling to get responses to his job applications and resumes. After repeated silence, the outreach was going nowhere — so he changed the approach.

Afternoon Clay, (Email contact at Northrop Grumman he found online)

Congratulations on the launch of Lumberjack! (A mutually agreeable fact) As a recent Engineering graduate from Embry-Riddle Aeronautical University and having heard about its development just over a year ago, I can only imagine how rewarding this milestone must be for you and the team. (Sharing himself as the unique offer & appreciation of someone else’s accomplishment is always adding value)

Would you be against a quick call to share 3 or 4 key decisions that helped shape your career path? (Gets a Yes with their No) Alternatively, I’d be happy to stop by next time I’m in the area to drop off my resume in person. (Allow two choices, no more. Always two never three.)

What would work best for you? (An easy to answer question)

Much appreciation,
Jeremy Jackson

OutcomeContact responded next day, looking forward to connecting with JJ.

A Sales Manager at a healthcare staffing firm received a list of contacts from a colleague who had recently attended a healthcare conference. Using the five-step format, he successfully engaged several of those prospects.

Good Morning Todd,

We both value clinical excellence and sustainable staffing models. (A mutually agreeable fact) As you spoke with Garrett Williams at a recent conference, I understand he discussed our Transition and how it works as a bridge when insourcing a service line or switching between groups. (The unique offer — delivered as information, not a pitch)

If there were a way we could enable Peace of Health Medical Center to make the move to an employed model, ensure full schedule coverage in the process, and improve read turnaround times — would you be against meeting with my VP and I on 11/17? (Got his Yes with a No — and opened with “If there were a way…” not “If I had a way…” which would have subconsciously implied Brian knew more than the prospect)

We will be visiting Peace of Health St. Johns from 11 – 1:30pm on 11/17 to discuss our program for multiple service lines there.

Shortly after we meet to better understand your specific needs, we could move forward with a detailed clinical discussion to assess how our solution would look in execution.

Would a meeting on 11/17, sometime between 3pm – 5pm or a dinner that evening work better for you? (Allow two choices, no more. Always two never three — and easy to answer.)

Much appreciation,
Brian

OutcomeContact responded & Brian began “Problem Solving,” going one for one out of the gate in his email follow-up that day.
✉️ Build your own. Pick the buying influence, their mode, and what they value — the Email with Awareness builder frames your outreach on the 5-Step framework. You bring the specifics. →
Great teams are built, not hired. Reach Out. I Can Help. →
Part V

Simple Shifts

Change the word. Change the answer.

Same question. Different door. Curiosity opens it.

Select a shift above to open it.
✕ Instead of
“Why did you go with that exhibit house?”
✓ Try
“What led you to that exhibit house?”
“What went into that decision?”
Why it works
“Why” asks people to defend a decision. “What” asks them to describe one. Same information — without the wall going up.
✕ Instead of
“Tell me about your show program.”
✓ Try
“Help me understand where the program falls short.”
“Help me get up to speed on how your team works.”
Why it works
“Tell me” is a command — it puts you above them. “Help me” makes them the expert and you the student. People are wired to help.
✕ Instead of
“Why do you say that?”
✓ Try
“What makes you say that?”
Why it works
You get the story behind the statement instead of a defense of it. Use it any time they say something you don’t understand yet — it never sounds like a challenge.
✕ Instead of
“Why did you award that program to them instead of us?”
✓ Try
“Help me understand — what made that the better fit vs. this?”
Why it works
Asks about the choice, not the person. You learn the actual criteria they book on — exactly what you need to shape the right trip.
You’re not softening the question. You’re removing the reason to guard the answer.
Takeaway Tools

What You Take With You

Open it, fill it out, keep it. The system is only worth what gets used on Monday.

🧭Strategic Planning One-Sheet

Knowing what to do, how to do it & why it matters. One objective, the two commitments that protect it, the planning matrix, and the honest questions at the end of the period.

Open & fill ↓ Download
📆Footprint Fridays

The weekly cadence. Three accomplishments from this week, six planned for next week, and one teammate who went the extra mile.

Open & fill ↓ Download
📋WITT Report

Prep one opportunity. Frame it, score fit and readiness, map who has a say, and leave knowing what they want to improve.

Open & fill ↓ Download
✉️Email with Awareness — the builder

Pick the buying influence, their mode, what they value and your timing — the builder frames your outreach on the 5-Step framework. You bring the specifics.

Open the builder →