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Demonstrate a solution for leadership training

The Prospecting Show with Dr. Connor Robertson · Editorial sales resource · October 12, 2026

Show how a specific buyer task could work and identify gaps honestly. This guide applies the workflow to selling leadership training, where a useful conversation may involve the learning lead and department sponsor and a practical review of managers handling the same recurring team issue differently.

The finished result is a workflow demo plan. Work from information the buyer confirms. The examples below are planning models; replace bracketed fields and unsupported assumptions before using them with an actual account.

Start with the buyer’s operating context

For this selling context, a possible reason to investigate involves a new manager cohort. That event alone does not establish demand. Check whether the team experiences this issue: managers handling the same recurring team issue differently. Confirm who owns the workflow and whether a change is worth evaluating.

Account facts to confirm before advancing
QuestionWorking hypothesisEvidence to request
Who should participate?learning lead and department sponsorThe contact’s description of ownership and decision roles
What is happening?managers handling the same recurring team issue differentlyA recent example from the actual workflow
What can be measured?manager practices, coaching cadence, and observed behavior gapsA dated baseline with definitions and a named owner
What constrains a change?manager participation, practice opportunities, and evaluation methodRequirements confirmed by the people responsible

A practical sequence

  1. Choose a workflow confirmed during discovery.
  2. Use sample information rather than sensitive customer records.
  3. Show the relevant task from input to outcome.
  4. Ask the buyer to identify differences from their actual process.

Apply these steps to the same account rather than changing the hypothesis halfway through the exercise. If new evidence contradicts your starting assumption, update the record and reconsider the next action. The objective is a useful decision, not a completed form.

Worked example: demonstrate a solution

Illustrative example, not a report of a client result.

Use a fictional case involving managers handling the same recurring team issue differently. Show the relevant inputs, action, exception, and output. Ask the learning lead and department sponsor whether the demonstration reflects the actual workflow, especially manager participation, practice opportunities, and evaluation method. Document the differences rather than claiming full fit.

Use a concrete artifact

A useful supporting resource in this context is a manager observation scorecard. It should help the learning lead and department sponsor assess the current situation without forcing them through a generic sales presentation. Keep the scope narrow enough that the buyer can correct it.

For example, connect the artifact to manager practices, coaching cadence, and observed behavior gaps. Identify which inputs came from the buyer, which are public observations, and which remain assumptions. Do not request private operational records before the buyer has agreed an appropriate purpose and handling process.

Build the working record

Complete this worksheet during preparation, then revise it after the conversation. An unknown is a useful finding when it is recorded honestly.

FieldWhat to write
Account and owner[Account] · [Rep] · [Review date]
Confirmed problemThe buyer’s description of managers handling the same recurring team issue differently, or “not confirmed”
BaselineAvailable evidence for manager practices, coaching cadence, and observed behavior gaps, with source and date
Deliverablea workflow demo plan, including scope and the person who reviews it
Open questionsUnconfirmed assumptions, required participants, and unresolved constraints
Next decisionAdvance, gather evidence, revisit by request, or close the record

Evaluate the result

Track confirmed fit criteria demonstrated. Define the numerator, denominator, and review window before comparing results. Use comparable accounts and channels; otherwise an apparent improvement may simply reflect a different list or buying context.

For leadership training, pair the workflow measure with the quality of evidence about managers handling the same recurring team issue differently. A reply or meeting is useful only if it helps establish relevance. Record declined and unsuitable opportunities so the team can improve targeting as well as messaging.

A common failure to avoid

Do not hide an implementation dependency behind a polished screen. Distinguish working capability from a proposed workaround.

In this context, the practical consequence is spending time on a discussion of one behavior the program should change before the buyer has confirmed a reason to do it. Revisit manager participation, practice opportunities, and evaluation method early enough to discover a genuine mismatch.

When to move forward

Proceed when the buyer agrees the demonstrated task fits and remaining gaps are explicitly recorded. A sensible next step may be a discussion of one behavior the program should change, but only when it follows from the evidence. If the buyer cannot identify a relevant problem or owner, close or reclassify the record instead of manufacturing urgency.

Continue the workflow

For the wider collection, visit the prospecting and sales library. Learn about the host on the Dr. Connor Robertson profile or explore the published podcast interviews.