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Selling Your Idea


Now, it's time to gain consensus and financial support for your automation project. We won't cover a step-by-step account of how to sell your solution, but we want to give you the right framework to approach your executive team.

First, don't forget strategy. Always start there. Demonstrate that your eye is on the same ball as theirs: strategic goals. Second, share your process. Make sure they understand how you made your decisions and arrived at your solutions. Your executive team will appreciate sound process and sound thinking. Third, share the universal problem statement. Show how it ties into the strategic goals, as well as the issues that each department is dealing with. And finally provide the solution. Present it in relation to the company’s strategic goals, universal problems and the issues that you, distribution, are dealing with. Show how your solution not only solves your problem and reduces costs, but also bridges the gap and shows how your solution will drive revenue. If you can do that, you’ll have an approved project and perhaps a new corner office in the near future.

Next week: Tying it all together

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