I recently left my role as a lead devops engineer and would like to work for myself under a devops service contract model (multiple clients, each part-time). Unfortunately, I know nothing about sales or the mechanics of creating and following up on leads. Are there any good books that can explain the tools and workflows of someone who works in sales? Thanks in advance.
Sounds a lot like where I was about twenty years ago, and today I sell stuff for a living... a few thoughts I wish someone had given me...<p>1) Productize yourself. That is, have several very clear services you offer at established rates. Brand yourself around a very clear idea that has people saying "hey, call the <service> guy" when they need <service>.<p>2) A lot of us in tech are shy and introverted by nature, which on the surface appears in direct opposition to the skills needed to sell. What I'm telling you is that you can absolutely learn how to be the life of the party - it just takes work and courage, just like any other skill.<p>3) Sharp branding can make you stand out. Good quality cards, website, etc. Speak well, write well. When you ask someone for a meeting, be very clear in communicating why it is a good use of their time. Figure out early if you are talking to the person with the authority to buy.<p>4) Small companies will often run you through the wringer of interviews etc, only to not actually have much money. Well-established companies will often be slow to pay and full of bureaucracy, but reliable income.<p>5) Time-boxing is your friend. It is hard to both do the sales and do the work. You need to really be aware of this as a potential problem.<p>6) Do sales by not doing sales - there is a lot to be said for meet up groups, speaking opportunities, providing "free" resources, etc. That is - be seen as an expert in your community and people will come to you and/or you will have already passed the social validation test.
<a href="https://www.amazon.com/Secrets-Consulting-Giving-Getting-Successfully/dp/0932633013/ref=sr_1_1?crid=35F0XWF080P80&keywords=the+secrets+of+consulting&qid=1707499125&sprefix=the+secrets+of+consulting%2Caps%2C104&sr=8-1" rel="nofollow">https://www.amazon.com/Secrets-Consulting-Giving-Getting-Suc...</a><p>The Secrets of Consulting: A Guide to Giving and Getting Advice Successfully by Gerald Weinberg
Optimising for sales at the beginning is just not worth the time.<p>You have to start with word of mouth to test out whether your offering is really going to work, with kindly/friendly people who already know you as a person and aren't going to panic and get demanding in a way that a customer can do with someone they don't know from Eve.<p>And you'll need to be earning enough to at least partly offset the raid on your savings to give you time to think through sales strategies.<p>Freelance devops is often _not_ fun though; your biggest challenge will be controlling the seemingly unbillable work that you end up doing where people really only want to phone you up and get advice. Goodwill kills, so set boundaries with your early clients.<p>So if you are wise you will have a consultancy package that you can use to control that. And you'll have some sort of pre-paid token/bucket/time allocation system that encourages your clients to use your time wisely for the small stuff, so you can concentrate on the bigger stuff.<p>(When I say “if you are wise” I don’t mean to patronise. I mean “don’t just pretend it’ll be OK like I did”.)<p>Further thoughts (learned the hard way)<p>Consider how your off-ramps are going to work. Clients who are dependent on you but always make the cheap/expedient choices can become a millstone: they have to take your advice or you will end up resentful.<p>And consider how you are going to manage price rises.
The major lesson will be to ask for the sale. And work that into the conversation, so less "that'll be $99", but more like "So, would you like the blue or pink one?"<p>If you don't ask for the sale, you won't get it. If you're solving a problem, making the sale is helping people. They came to you for help for a reason, so treat them well.
I've had great success with Demand-Side Sales 101: Stop Selling and Help Your Customers Make Progress<p>"For a lot of us, selling feels icky. Our stomachs tighten at the thought of reciting features and benefits, or pressuring customers into purchasing. It's really not our fault. We weren't taught how to sell, plus we've been sold before, leaving us with a bitter taste.<p>Here's the truth: sales does not have to feel icky for you or your customers. In fact, with the right approach, sales can be an empowering experience for all.<p>Bob Moesta, lifelong innovator and coarchitect of the "Jobs to be Done" theory, shares his approach for flipping the lens on sales. Bob shifts the focus of sales from selling, to helping people buy and make progress in their lives--demand-side sales.<p>Now, in Demand-Side Sales 101, you'll learn to really see what your customers see, hear what they hear, and understand what they mean. You'll not only be a more effective and innovative salesperson--you'll want to help people make progress."<p><a href="https://www.amazon.com/Demand-Side-Sales-101-Customers-Progress/dp/1544509987" rel="nofollow">https://www.amazon.com/Demand-Side-Sales-101-Customers-Progr...</a>
I am an engineer and have been working in Sales Engineering for more than 15 years now. You are on an interesting and fruitful quest and I wish you well.<p>The biggest shift in moving from engineering to sales is that your priority is no longer being the smartest person in the room. Unless, of course, you understand that the smartest person in the room is the person who gets the deal done in a mutually advantageous way. There will always be someone who wants to appear smarter than you, LET THEM. Your goal is to make a living.<p>The one thing I would say to remember is that your integrity is the most valuable thing that you have, bar none. Don't trade it away for anything. Over the long-term, sales is about finding a great solution that meets the needs of your customer, not winning deals or negotiations.<p>Here are a few books I found useful in my journey:
* Let's get real or let's not play - <a href="https://www.amazon.com/Lets-Get-Real-Not-Play/dp/1596592060" rel="nofollow">https://www.amazon.com/Lets-Get-Real-Not-Play/dp/1596592060</a>
* The Three value conversations - <a href="https://www.amazon.com/Three-Value-Conversations-Customer-Long-Lead/dp/0071849718" rel="nofollow">https://www.amazon.com/Three-Value-Conversations-Customer-Lo...</a>
* Never Split the Difference - <a href="https://www.amazon.com/Never-Split-Difference-Negotiating-Depended-ebook/dp/B014DUR7L2" rel="nofollow">https://www.amazon.com/Never-Split-Difference-Negotiating-De...</a>
* Leadership is Language - <a href="https://www.amazon.com/Leadership-Language-Changes-Difference-Results-ebook/dp/B07KMQ6CVW" rel="nofollow">https://www.amazon.com/Leadership-Language-Changes-Differenc...</a>
* Draw to win - <a href="https://www.amazon.com/Draw-Win-Course-Innovate-Visual-ebook/dp/B01BD1STL6" rel="nofollow">https://www.amazon.com/Draw-Win-Course-Innovate-Visual-ebook...</a>
I recommend Jonathan Stark's writing on this:
<a href="https://jonathanstark.com/" rel="nofollow">https://jonathanstark.com/</a><p>His daily email list gives me regular reminders of how to improve in sales and pricing.<p>His books are brilliant too. Start with Hourly Billing is Nuts:
<a href="https://jonathanstark.com/hbin" rel="nofollow">https://jonathanstark.com/hbin</a>
Sorry I know this is a relatively late comment, but I recently did a summary on Sam Altman's recommended reading list and I had a great time reading 'How I Raised Myself From Failure to Success In Selling (by Frank Bettger).' I actually provided a full book summary near this end of the post: <a href="https://photonlines.substack.com/p/sam-altmans-startup-advice-part-2" rel="nofollow">https://photonlines.substack.com/p/sam-altmans-startup-advic...</a>
Don't worry too much about tools to start. The most important thing is starting, getting consistent, and having a GTM strategy. (Don't overlook the last one.)<p><pre><code> * Be consistent in your outreach
* Shortcuts like automation are a waste of time unless you're replicating success
* Always ask for the sale
* All meetings should have a next step / action. Preferably chain meetings together so you have the next one scheduled by end of current one.
* "SOGOTP" - you need to respectfully but quickly move conversations to *sales* convos. If someone isn't going to buy, recognize it quickly and move them to nurture instead of taking your time
</code></pre>
I'm not an expert here, but I completely failed for 18months w/ 0 customers. Versus current startup where my co-founder is actually good at sales and we're at 1.5M ARR in a year. So I've seen both sides of the coin.
Being aware of the Pareto principle may help guide future decisions. You will find it applies to most facets of life, including Sales and Costs. <a href="https://en.wikipedia.org/wiki/Pareto_principle" rel="nofollow">https://en.wikipedia.org/wiki/Pareto_principle</a>
Hey Steve, I don't have a book recommendation but rather some short advice.<p><pre><code> - Don't expect your client to understand the work you do the way you understand it.
- A corollary is that you cannot expect the client to put the same price on your work as you would or want.
- Another corollary is that you will inevitably lose some bids.
- Value-based pricing has been way simpler to deal with for me.
- Hourly pay only for a retainer or a fixed amount of hours per month ("I'll be there when you call."). Otherwise I find that incentives get misaligned.
- Requirements and client desires can change every single time you speak to them, so communicate often. I've been lucky with inflating time estimates by 25-33% to account for this inevitability.</code></pre>
Founding Sales is a tad out-dated but would still recommend to any founder starting a Startup. You can read it for free online or buy a copy.<p><a href="https://www.foundingsales.com" rel="nofollow">https://www.foundingsales.com</a>
I know you're looking for a book recommendation (my recommendation would perhaps be a bit too socializing-weighted with Never Eat Alone by Keith Ferrazzi) — but I also wanted to reiterate what others have said here already. It's a two-step process — you need to get in front of a potential client, and then you need to convert them into a sale (project). I personally think that most books focus on the latter, whereas the former is arguably the hardest part: finding leads.<p>It's the same problem most indie devs and startups have (without VC-infused Adwords budgets) — getting their product in front of other people.<p>I have been consulting in a self-employed capacity for 13 years now, next to doing other things, and 100% of my leads have come through friends, exclusively. This is not to show how great my friends are (debatable), but how I have been completely unable to attract business outside of my network, even in 13 years!<p>Marketing yourself to even be considered a point of contact for whatever it is you're offering is - in my opinion — by far, the hardest nut to crack.<p>I'd love to hear suggestions by others who've been successful on this front, especially how you attract out-of-network leads. It seems next to impossible at times, except for those rare (serendipitous) moments when someone reaches out after a newspaper article or being featured online somewhere.
SPIN Selling by Neil Rackham[1]<p>This site give a good preview/summary of the book/method: <a href="https://blog.hubspot.com/sales/spin-selling-the-ultimate-guide" rel="nofollow">https://blog.hubspot.com/sales/spin-selling-the-ultimate-gui...</a><p>[1]: <a href="https://www.amazon.com/SPIN-Selling-Neil-Rackham/dp/0070511136" rel="nofollow">https://www.amazon.com/SPIN-Selling-Neil-Rackham/dp/00705111...</a>
A couple of strategies:<p>1. Find a recruiter who will work for you to place you in a 1099. Maybe pay them a commission for the lead or a successful placement.<p>2. See if a larger consulting company will subcontract to you.<p>3. Look for devops jobs in your network and see if they'd be open to a contractor.<p>3. Look for city/state/federal RFP opportunites recently funded or to be funded. Then go to step2
You should read about Nick Disabato at <a href="https://draft.nu/about/" rel="nofollow">https://draft.nu/about/</a><p>This is the one service and its website that I keep recommending to people asking for how to establish their services for a specific niche and be extremely good at it.
<i>Fanatical Prospecting</i> and <i>Objections</i> by Jeb Blount.<p>These are very full-time-sales-oriented books, and they may be too much for what you need. That said, they might be spot on.<p>In general, I would:<p>1. Talk to your network. This will yield your warmest leads.<p>2. Find a niche of clients who really have a tough time finding people for whatever reason. A good example for tech might be small town governments — they have needs and money, but they don’t have knowledge/expertise or funds to hire a lot of full timers. Target those groups and/or find out what contractors work with those groups and sub with them.<p>3. (Related to above) Find a bigger agency and just subcontract out with them. This might be a little lean in terms of money at first, but it will introduce you to a specific industry space both in terms of problems and people who solve them.<p>Good luck!
This might sound obvious, but it’s often conflated - <i>make sure you understand what exact business you’re in</i>.<p>Eg, you say you’re an “engineer” but it sounds like you want to sell a consulting service. Make sure you align your messaging to match what you’re exactly selling. Because many might confuse hearing “engineer” with you starting a product company.<p>Also, if you’re in the consulting business - make sure you understand what it means to be an independent consultant. Because cash flow, lead gen, etc are all real unexpected challenges for folks in this specific business.<p>Then, what kind of liability do you need to be a consultant. Are you going to bill based on an hourly rate or fixed fee. Are you doing pure staff aug, or something else.<p>Again, it all come down to understanding what exact business you’re in.
It's not that hard. Afterall, salespeople can do it. ;0)<p>I have to be salesman for my own software sometimes. The approach varies with the market and proce level. But basically:<p>-be personable and professional<p>-take the time to understand their needs<p>-if you think you have something that fits their needs, ask for the sale ("would you like to discuss pricing?")<p>-follow up periodically until they buy or you decide they aren't interested<p>-don't try and sell something that is a bad fit<p>-develop a thicker skin<p>You don’t have to be dishonest or pushy.<p>Useful guideline:<p>- 1:many is marketing
- 1:1 is sales<p>See also:
<a href="https://successfulsoftware.net/2018/03/21/tracking-your-sales-pipeline/" rel="nofollow">https://successfulsoftware.net/2018/03/21/tracking-your-sale...</a>
<a href="https://www.winwithoutpitching.com/books/" rel="nofollow">https://www.winwithoutpitching.com/books/</a><p><a href="https://fanaticalprospecting.com" rel="nofollow">https://fanaticalprospecting.com</a><p><a href="https://storybrand.com" rel="nofollow">https://storybrand.com</a><p>I've liked all of those books.<p>Biggest takeaway is that you'll be worst off if you try to figure out how to sell well. Just start selling.<p>If you have a target market and a product to sell, pick up the phone and start dialing. Get a LinkedIn Sales Navigator Account and start doing outreach.<p>You're not going to get good at sales by any way other than trying and failing.
The best books I found when I was doing exactly this were the books by Harry Beckwith, starting with "Selling the Invisible". He focuses on services sales, and how you create a perception of value for your service.
To Sell is Human by Daniel Pink is a great book for integrating sales into your mindset by realizing how much of it you already do on a day to day basis. As a consultant engineer it's completely changing my mindset.
Over 30 years ago I found myself in a similar situation. I took a Dale Carnegie sales training course to learn selling techniques. I was the only one in the room with no "product" to sell. The simple techniques have been one of the most valuable skill I have learned in my career. Go get the Dale Carnegie books. They are on Amazon, they are inexpensive, and they are timeless. Good Luck.
Although learning new skills is fine, I think your question is hinting at a deeper problem: it's difficult to acquire customers in this field. Presenting that problem as "I need to learn about sales" may be to misunderstand the problem.
It's possible that (for <reasons>) there is no decent market to sell part time ops services and no amount of sales chops will solve that problem.
I don't think there's 1 single book on selling that is goo, your best best is to always keep on reading.<p>I would incorporate:<p>* Never Split the Difference<p>* So Good They Can't Ignore You<p>* This is Marketing
New Sales. Simplified.: The Essential Handbook for Prospecting and New Business Development
by Mike Weinberg<p>Chapter 14: planning and executing the attack, is brilliant!<p>Feel free to DM, if you want to compare notes<p>> <a href="https://www.goodreads.com/en/book/show/15863998" rel="nofollow">https://www.goodreads.com/en/book/show/15863998</a>
Looks like you've just taken the first step. TopTal is possibly a good service to get your name out there.<p>I'm currently in search of a full-stack engineer to work on a project part-time. If you're interested in hearing more let me know.
Five things they don't tell you about economics <a href="https://img.pr0gramm.com/2017/06/15/ac3de81044c3a9a6.jpg" rel="nofollow">https://img.pr0gramm.com/2017/06/15/ac3de81044c3a9a6.jpg</a>
Not your question, but the National Labs are hiring
<a href="https://nationallabs.org/work-here/careers/" rel="nofollow">https://nationallabs.org/work-here/careers/</a>
Prospecting Your Way to Sales Success, by Bill Good.<p>Although mostly about telemarketing, it's mathematical point of view is unique and will delight your engineer brain. It's principles are still used extensively in financial services.<p>Made me a bunch of money.
I recommend "to sell is human" by Daniel Pink to anyone unease about starting basic commercial interaction. I have received good feedback so far from those I recommended it to...
"The Trusted Advisor" by David Maister. (It's more about what makes you sellable than sales. And it's more than being a great engineer that makes you sellable.)
for Stream I took the first 200 sales calls myself. I think you need to really just go do it a lottttt. Ignore all the books, just focus on understanding the customer's pain point and follow up faster and more often than any big company would.
Id recommend just giving it a shot and not reading books about it. You'll learn way more, way faster. And it'll be hard, there will be constant rejection, and there will be mistakes, but it's the only way. Speak to people, message people, put yourself out there online and in person. Follow up when people may be interested, and don't follow up if people arent. All you need is a contract / statement of work / agreement if your havent already, and get a business to sign it. That's all there is, everything else is a distraction. Forget every other theory about sales, it's certainly not a science but there's a world of snake oil sales people - selling to sales people - it's nearly all bullshit. Just know what your offer is and see who wants it. Youre no doubt a smart and capable person if you're a lead DevOps I'm sure, you will get hired and paid, confidence and applied effort is all you need. Good luck. I say all this confidenently as I sell software services for a living, I'm good at it (with all humility).
Very good advice for consultants and freelancers: <a href="https://www.youtube.com/watch?v=jVkLVRt6c1U" rel="nofollow">https://www.youtube.com/watch?v=jVkLVRt6c1U</a><p>TL;DR: Make good consulting contracts with a proper lawyer
I am in the same boat and am interested in the same type of books!<p>If you'd like to have some accountability and some sort of light book club kind of thing let me know, as well. I am a social creature and would love to collaborate.<p>Also, I have reached out to a SaaS sales guy I know for some personal coaching... happy to let you know how that goes after this weekend :)<p>My partial reading list while I wrap up at $dayJob:<p>- Corporate Rebels<p>- Secrets of Productive People<p>- Docs for Developers<p>- Influence, new and expanded (kinda meh so far)<p>- Cult of the customer<p>- 48 Laws of power (kinda gross, honestly)<p>Finished books I would gladly re-read<p>- Disruption<p>- Peopleware<p>- Never split the difference<p>- The Scout Mindset<p>- How to win friends and influence people<p>- Amusing ourselves to death