What has D&D taught us about sales?

Now that you’re prepared to make your first impression, you have your plan and profile in place. It is time to think about how to match your big fish to the right salesperson. The process is all about matching the right salesperson’s personality/ style to the correct prospect.
Before we jump into this, make sure you go back and double-check your process because once we assign the salesperson, there is no turning back. The human factor and the benefits of each of your salespeople’s personalities will now come into play.
Ok, so now that you’re clear on making sure your process is ready, let’s talk about your salespeople.
You need to do this in two steps:
- Profile your salespeople’s personalities.
- Match the right salesperson to your target fish.
There are essentially three different selling personalities. Most salespeople are usually strong in two of the three arc types. It is crucial to think about your people and see which one each of them is.

The Sage
This salesperson offers knowledge, experience, comfort, and trust. They can make a concerned customer feel at ease. It is their mission to educate the client to empower them to make the best decision. This salesperson tends to relay the logical information and speak to those benefits.
To be successful, they need plenty of information, a demo of the product/service, references, and case studies, if possible. They tend to shy away from using emotional appeals and staying grounded in the client’s needs, not their future wants.
The Companion
Much like it sounds, this is a salesperson that shines at building relationships. They can instantly relate to the prospective client and make them seem like old friends in no time. They work best with clients looking for friendship, information, and a similar peer group as the salesperson. This can include anything from age and culture to hobbies and nightlife. While sharing experiences can be beneficial to creating a new relationship, your salesperson must always keep it professional and dignified.
This salesperson focuses on painting the picture of the ideal future state. They spend their time working towards the long term sale and only get a few big wins. They excel at upsells and cross-sales because they are seen as the guy for their customers.
The companion can get in trouble because they tend not to have a large volume of clients. In addition, their sales process takes longer than the others, which can cause trouble for high transaction volume businesses.
The resources this personality type needs are help pairing with the right client, schmoozing budget, and the correct information to meet the client’s needs. In addition, you should consider putting this person in a role working with the big clients that you need to maintain a relationship with.
The Brawler
Obviously, this personality type is a little more aggressive than the others. They are all about business and the bottom line. While this may seem harsh to many people, there is a set of business people who want the same thing and respect someone who can get down to business and the benefits of a partnership. This salesperson will need to be trusted with a bit of authority as they will likely be closing deals on the spot. They’ll need plenty of resources and access to products and services. They are best placed in environments where they can work independently, exercise their authoritative discretion, and seal deals quickly.
They are great in high-volume environments or with clients who want to make now decisions. You tend to see them work best with your straightforward type A personalities.
Pick the right map
Any of these salespeople can all be successful when used in the correct environment. You can easily see how matching the right salesperson for the client can secure more big fish and for a more extended period of time.
It is up to you as the business owner or sales manager to put your people in place to be most successful. It is also vital to create an environment for your sales team to work collaboratively vs. adversary. This way, you ensure that complimentary styles can share in the benefits. It is important to both have team and individual goals and bonuses.
If you need help figuring out how to capitalize on your sales team and land the big fish. Don’t hesitate to get in touch with one of our coaches. We would love to offer our aid.