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Competitive Displacement Scenarios

Competitive Displacement: Unseating a 6-Year Incumbent

Your prospect has used the incumbent for six years. Procurement defaults to renewal. You have one shot to shift the evaluation criteria.

The situation

Global manufacturer, 8,000 employees. The incumbent has been in place for six years and is embedded in the workflow. Renewal is in 4 months. Two operations leaders are quietly frustrated and have agreed to a discovery call. No formal RFP yet.

Key stakeholders

  • Hannah Vogt
    coach
    Director of Ops (Coach)
  • Raj Mehta
    coach
    Director of Supply Chain (Coach)
  • Incumbent AE
    blocker
    Embedded competitor
    Has 6 years of relationship equity.
  • Procurement Lead
    skeptic
    Defaults to renewal
Step 1
Decision point

You have 60 minutes with Hannah and Raj. The does not yet know you're in conversation.

What is your strategic frame for this first meeting?