メイン コンテンツにスキップする
該当する項目はありません。
Dropbox Sign のロゴ
Dropbox Sign が選ばれる理由
アコーディオンの展開と折りたたみ

機能

ドキュメントへのオンライン署名
電子署名の作成
テンプレートを選択または作成する
PDF への入力と署名
契約書へのオンライン署名
ドキュメント管理
機能を見る
右矢印のアイコン

ユースケース

セールス/ビジネス開発
人事
スタートアップ
金融テクノロジー
不動産
オンデマンド サービス
製品
アコーディオンの展開と折りたたみ
Dropbox のアイコン
Sign
手軽に送信、手軽に署名
Dropbox のアイコン
Sign API
電子署名をワークフローに統合
Dropbox Fax のアイコン
Fax
ファクス機なしでファクスを送信
Dropbox インテグレーションのアイコン
インテグレーション
さまざまなツールと連携
リソース
アコーディオンの展開と折りたたみ
公式ブログ
ワークフローの専門知識と製品ニュース
お客様の体験談
実際の導入事例とその成果
ヘルプセンター
当社製品の詳細ガイド
リソース ライブラリ
レポート、動画、情報シート
開発者向け情報
価格
アコーディオンの展開と折りたたみ
Dropbox Sign の価格
ニーズに合わせてお選びください
Dropbox Sign API の価格
実際の導入事例とその成果
セールス担当に連絡
登録
セールス担当へ連絡する
ログイン
アコーディオンの展開と折りたたみ
Dropbox Sign
Dropbox Forms
Dropbox Fax
無料トライアル
公式ブログ
/
セールスのヒント

The Perfect Formula for Selling a New Idea to Your Boss

by 
Logan Mayville
May 8, 2018
6
分(記事閲覧時間)
How to Sell an Idea to Your Boss
ツールチップのアイコン

新しい名前でも変わらぬ高品質!HelloSign の名称が Dropbox Sign になりました。

閉じるアイコン

You have it—the idea that could change your organization for the better.

‍

It might be simple, elegant, or expensive, but if implemented and managed correctly, it could change the way your company does business. How exciting!

‍

So what’s your next move? 

‍

Should you:

‍

  1. Run into her office right now, interrupt her phone call, and stammer out half-baked ideas that are more exuberant than explanatory?
  2. Create an 85-page slide deck with exhaustively research data points, adding footnotes and slide transitions for months until you finally give up and shelve the idea?

‍

Jokes aside, your pitch is probably going to land somewhere in the middle. You certainly want to research and plan your idea all the way through, but if it’s truly that powerful, you should try and act on it in a timely manner.

‍

Perhaps your idea is really big, like pitching company wide digital transformation, or a new strategic IT framework. Or perhaps your idea is more modest, such as implementing a system for collecting and executing electronic signatures. ;)

‍

Unless you’re the CEO, and sometimes even then, you’re going to have to convince at least one other person that your idea contains the solution to a problem or opportunity. Lucky for you, there’s no need to start from scratch.

‍

That said, let’s dive into the topic of how to get buy in on your ideas.

‍

Do Your Homework—Internally and Externally

‍

In case it’s not clear, you need to know the full scope of the problem and the solution. What some people don’t realize, however, is just how far each of those two things spiral out in your organization.

‍

First, let’s start with the problem you’re trying to solve. Quickly go through this list of questions to fully identify and name what you’re dealing with.

‍

‍

We’ll start with the idea:

‍

  1. Does this idea only affect you, or are any of your fellow employees also impacted?
  2. What about customers—is this idea internal or external?
  3. Is the idea on your boss’s radar? Has the issue previously been raised? If so, what happened?
  4. What is the cost of letting this idea go stagnant?
  5. Rate the priority of executing this idea from 1 (it’d be nice to have fixed in the near future) to 5 (work stoppage).

‍

Now let’s do the same for the solution:

‍

  1. What is your proposed solution?
  2. What type of resources (budget, time, support) do you need to implement?
  3. Will the solution affect anybody else? How so?
  4. How quickly will the company see ROI?
  5. What’s the primary benefit of solving this problem (company/revenue growth, efficiency, peace)

‍

Lastly, and this one’s just for you, ask yourself:

‍

What will I do if I present this idea and nothing happens?

‍

While the answer to this shouldn’t necessarily go in your pitch, it’s something you should be aware of. Is your idea groundbreaking enough that if it’s rejected, you’d quit and start your own company? Or, is it something you’d like to see happen, but could wait a year or two.

‍

By the way, just like real homework, it’s best to write all this down into a bulleted one-sheet for reference and as a leave behind for your boss.

‍

Bonus: Enlist A ‘Red Team’

‍

Don’t worry, this isn’t as scary as it sounds.

‍

From Wikipedia: A red team or the red team is an independent group that challenges an organization to improve its effectiveness by assuming an adversarial role or point of view.

‍

Basically, find somebody who is ambivalent (like from a different department) to your idea and pitch them. Since they have no background and no skin in the game, they can objectively point out any holes they see in your proposed idea.

‍

Is this overkill? Maybe, but input from the Red Team might also be the last tweak you make to your presentation to put it over the top.

‍

OK, homework done, let’s sell this thing!

‍

Framing Your Idea For Maximum Impact

‍

Want to hear a sad reality? Lots of good ideas go unused because they weren’t communicated effectively.

‍

So what exactly does “communicate effectively” mean when it comes to pitching ideas to your boss.

‍

The easiest way to get your point across is to tell a good story. That’s because telling, listening to, and comprehending stories is a primal instinct in humans. Ideas that are wrapped in stories are easily transferred and understood from sender to receiver.

‍

And you don’t even have to be a great storyteller to pull it off! You just need a framework to follow, and there’s no simpler framework than the classic And, But, Therefore (ABT) formula.

‍

Let’s give it a go.

‍

First, start with a statement of agreement, something that nobody can dispute.

‍

I’ve been working at our company for 5 years.

‍

Then, warm up your idea with some details and supporting context:

‍

And in that time, my team and I have onboarded more than 500 customers and generated over $5 million in revenue.

‍

Now introduce the problem:

‍

But, we’re not moving as fast as we could be because we’re limited by our processes. We’re leaving a lot of customers and revenue on the table.

‍

Now bring it home with your idea!

‍

Therefore, I propose a trial of Dropbox Sign to cut down the time we spend chasing contracts and getting signatures. Its automated workflows will save even more time by getting projects kicked off faster, speeding our time to revenue. What do you think—can we implement next week?

‍

Because of the way you told your story, there’s no doubt about what you’re trying to do and why. Now, you can just sit back and field any questions that arise. Luckily, since you already did your homework, this part should be a breeze.

‍

As the Q&A begins, here are a few quick tips to keep in mind:

‍

  • Find a way to align your idea to company goals
  • Remove all risk from saying “yes”
  • Identify key influencers and stakeholders
  • Show empathy to the problems of your boss
  • Collaborate with your boss and make it a team effort

‍

Here’s the last thing to keep in mind:

‍

It’s hard to be nervous when your heart’s on service.

‍

If you truly believe that your idea will help the company, have confidence that you’re doing the right thing.

‍

What do you think—are you ready to pitch your idea? Go ahead; lay it on us!

‍

Looking for more insights about productivity, digital transformation, and getting ahead at the office? Subscribe to the Dropbox Sign blog.

効率を維持

完了しました。受信トレイをご確認ください。

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
右矢印のアイコン
閉じるアイコン

Up next:

Individual using a smartphone, sitting at a desk with a computer screen in front.
セールスのヒント
6
分(記事閲覧時間)

From templates to automation: The complete guide to HubSpot document signing

illustration of two people talking while one is sweating from discomfort
セールスのヒント
5
分(記事閲覧時間)

販売プロセスで成約率を下げるミス 5 選

動画

PHP を使用したサイト内署名

製品
Dropbox SignDropbox Sign APIDropbox Faxインテグレーション
Dropbox Sign が選ばれる理由
電子署名ドキュメントへの署名PDF への入力と署名オンライン契約書電子署名の作成署名エディタWord ドキュメントへの署名
サポート
ヘルプセンターセールス担当に連絡サポートへのお問い合わせCookie の管理スタート ガイド:Dropbox Signスタート ガイド:Dropbox Sign API
リソース
公式ブログお客様の体験談リソース センター適法性ガイドトラスト センター
パートナー
戦略的パートナーパートナー ロケーター
会社
採用情報利用規約プライバシー
Facebook のアイコンYouTube のアイコン

利用可能なお支払い方法

Mastercard のロゴVISA のロゴAmerican Express のロゴDiscover のロゴ
CPA 準拠のバッジHIPAA 準拠のバッジSky High Enterprise Ready のバッジISO 9001 認証のバッジ

Dropbox Sign の電子署名は、米国、欧州連合、英国などを含め、世界中の多くの国で法的に有効です。
詳細については、利用規約およびプライバシー ポリシーをご覧ください。