Needs assessment and discovery
Listen to the client, understand the context and explore needs, constraints and success criteria before formulating a solution.
A shared understanding of the problem and what needs to change.
BTD METHODOLOGY
BTD Deal System™: needs, areas for improvement, impacts, value proposition and win-win negotiation — built on method, experience and executive relationships.
FIVE MOVES / DEAL CONSTRUCTION
A consultative journey to understand, prioritize and develop a proposal that makes sense for the client and everyone involved in the deal.
Listen to the client, understand the context and explore needs, constraints and success criteria before formulating a solution.
A shared understanding of the problem and what needs to change.
Explore Mapping, Impasse, Repercussion and Aspiration: context, infrastructure, goals and data; recognized difficulties and limitations; operational, financial and strategic consequences; and the desired future state and the value of achieving it. Organize improvement opportunities and validate root-cause hypotheses with evidence, without confusing correlation with causation.
A diagnosis that distinguishes symptoms from causes and prioritizes relevant improvements.
Connect the problem to the company’s operations, costs and risks, and future strategy, with input from relevant teams and assumptions validated by the client.
Clear criteria for assessing the priority, investment and value of change.
Translate needs and impacts into a differentiated solution aligned with technology, operations, finance, strategy, brand and the procurement process.
A proposal that responds to the context and stakeholders’ interests.
Build an agreement with clear objectives, concessions, responsibilities and terms, seeking mutual value and a sustainable relationship.
Aligned interests for a balanced agreement and a long-term partnership.
ONE METHOD. FOUR PILLARS.
Thirty years of market experience distilled into a framework for investigation, value creation, alignment and negotiation.

D / BTD DEAL SYSTEM™
Listen, identify needs, validate the root cause and understand the problem’s real impact.

E / BTD DEAL SYSTEM™
Build the business case: benefits, TCO, ROI, payback period and the cost of leaving the problem unresolved.

A / BTD DEAL SYSTEM™
Understand each stakeholder and align the solution with business unit priorities and company strategy.

L / BTD DEAL SYSTEM™
Differentiate the proposal, negotiate value and build a sustainable agreement for all parties.
MIRA SELLING / LISTENING AND DIAGNOSIS
MIRA is an approach to investigation, not a rigid script. Understanding the client’s reality comes before recommending or demonstrating a solution.
Understand the context, infrastructure, goals, processes and available data before moving forward.
“How is the environment structured, what goals guide the operation, and what data is already available?”
Make explicit the difficulties and limitations the client recognizes, without assuming their cause; formulate hypotheses and seek evidence.
“What difficulties or limitations do you recognize today, and what is preventing progress?”
Develop the operational, financial and strategic consequences, connecting the problem to people, costs, risks and outcomes.
“When this happens, what consequences does it have for operations, finances and strategy?”
Project a desired future scenario and help the customer articulate the value of solving the problem, without turning the question into a disguised product demonstration.
“Hypothetically, if this challenge were resolved, what would change, and what operational, financial or strategic gains might it unlock?”
A hypothesis is not evidence. Symptoms and correlations need to be investigated using operational data and validated with the people involved; correlation does not prove causation. The questions are guides: listening, context and evidence matter more than a rigid script, and Aspiration is not a disguised product demonstration.
A CONNECTED BODY OF KNOWLEDGE
Complex sales and communication tools are more powerful when organized into a consistent view of the business.
References on brain dominance and neuro-linguistic programming (NLP) are used as communication resources, without labeling people or promising psychological diagnoses.
Pipeline architecture, qualification criteria, cadences and opportunity assessment.
Investigation through Mapping, Impasse, Repercussion and Aspiration: context and data, acknowledged challenges, consequences and a desired future scenario.
Preparation for tenders, requests for information and proposals, aligning requirements with differentiation.
Understanding the areas involved, their interests, influence and role in the decision.
Connect needs, evidence and the value proposition to guide a sustainable agreement.
INTELLIGENCE WITH HUMAN DIRECTION
Technology expands analytical capabilities. Experience and contextual understanding guide judgment.
Agents trained in the method support the organization of information and hypotheses, and the preparation of commercial actions.
Executive engagement connects technical capabilities, business needs and account priorities.
Relationships can facilitate conversations, coordination among stakeholders, and access to relevant contexts.
AI support with human oversight. Application depends on the quality of the information, confidentiality, and the context of each opportunity. Relationships do not guarantee access or a deal closing.
RELATIONSHIPS / COLLECTIVE DECISION-MAKING
Each stakeholder has their own concerns, criteria, and ways of engaging. A human-centered approach listens to these differences and builds trust.
Listening, trust, context, and cooperation. Build rapport without losing clarity about the problem and commitments.
Data, criteria, scenarios, and evidence. Make assumptions and risks explicit, along with how results will be monitored.
A vision for the future, priorities, and competitive advantage. Connect the solution to business growth and market positioning.
Preferences observed in conversation—not fixed labels or psychological diagnoses. The approach is adapted and validated with the other person.
Architecture, integration, security, and evolution of the environment to meet actual requirements.
Continuity, service quality, efficiency, and execution that reduces day-to-day friction.
TCO, ROI, payback period, risks, and benefits that support an economically sound decision.
Future competitiveness, capacity to evolve, and products and services that matter in a changing market.
Customer experience, differentiation, and contribution to the buying company’s brand and reputation.
Requirements, proposal comparability, contractual risks, and clear contracting criteria.
BTD DEALMAKERS™ / JOURNEY
From market selection to negotiation, content becomes decisions, tools, and practical application to real opportunities.
Explore each stage of the journey.
Select markets, target accounts and opportunity signals. Prioritize where to focus before starting sales outreach.
APPLICATION IN REAL DEALSPipeline architecture, qualification criteria, conversion and cadence. Build a measurable Pipeline Blueprint.
APPLICATION IN REAL DEALSAdapt communication to stakeholders, build trust, address perceived risk and provide evidence. Formulate behavioral hypotheses without labeling people.
APPLICATION IN REAL DEALSStrategic communication as part of building relationships and executive dialogue.
APPLICATION IN REAL DEALSConsultative diagnosis using MIRA Selling: Mapping, Impasse, Repercussion and Aspiration to investigate needs, evidence, impact and the value of resolving the issue.
APPLICATION IN REAL DEALSDemonstrate value to support the customer's evaluation of the proposal.
APPLICATION IN REAL DEALSPlan the account to connect relationships, opportunities and business priorities.
APPLICATION IN REAL DEALSUnderstand stakeholders and the dynamics that shape collective decisions.
APPLICATION IN REAL DEALSDevelop public sector opportunities and prepare for procurement and tendering contexts.
APPLICATION IN REAL DEALSStrategic preparation for requests for information and proposals, connecting requirements to the value proposition.
APPLICATION IN REAL DEALSCompetitive positioning to support a differentiated value proposition.
APPLICATION IN REAL DEALSNegotiating and guiding the deal with a focus on value and a sustainable relationship.
APPLICATION IN REAL DEALSYOUR NEXT MOVE
Let’s explore how the methodology can support your team and its opportunities.