The Wealth
Experiment
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Sales & human connection

Understand the person.
Help the idea move forward.

The first useful sales skill is curiosity. Learn what someone needs, explain a relevant way to help and follow through. You can use these skills in a small business, at work and in everyday conversations.

You can practice before you feel like a salesperson.

A good conversation helps you understand whether an idea is useful and whether you can deliver it responsibly. It can end with a sale, a small test, a clearer question or a respectful no.

The same skills help people work together. Personal relationships are not transactions: listen for understanding and respect boundaries rather than trying to get everyone to agree with you.

A small service example: organizing family photos

Follow the person’s journey,
one question at a time.

These are original teaching examples you can adapt, not a record of a client conversation. For a photo service, agree on privacy, access and handling before working with someone’s files.

01 / The conversation

Start naturally

Use a genuine connection, a relevant observation or an inbound question to open a conversation. Ask whether now is a useful time.

You mentioned wanting to organize your family photos. What makes that difficult at the moment?

The next useful move: Learn whether there is a problem worth discussing before introducing your service.

02 / The conversation

Understand the journey

Ask about a real event: what triggered the need, what the person tried, what happened and what they want to be different.

When you last tried to find a photo, where did you look and what happened?

The next useful move: Look for the task, the difficulty and the desired outcome. Do not steer the answer toward a product you already want to sell.

03 / The conversation

Mirror the meaning

Briefly reflect what you heard and ask whether you understood. Mirroring here means checking meaning, not copying gestures, accents or personality.

The photos are backed up, but finding one takes too long. Is that the main problem?

The next useful move: Let the person correct your interpretation. Their words can improve your offer and the language on your website.

04 / The conversation

Give the conversation room

Ask one question at a time. Pause, explain unfamiliar terms and offer a format or pace that suits the person.

Would you rather see a small example first, or talk through how the process would work?

The next useful move: Silence may mean someone is thinking. It is not agreement. Avoid manufactured urgency and do not use pauses as pressure.

05 / The conversation

Make the value concrete

Connect one deliverable to the need the person described. Explain what is included, what is not, the effort required and how you would check the result.

We could begin with one folder, agree on a naming system and check whether you can find the photos you need.

The next useful move: For a new service, offer a bounded paid or unpaid test only with explicit terms. Do not promise that an untested process will solve everything.

06 / The conversation

Agree on a next step

Ask for a decision after the need and important concerns are clear. The next step might be a written scope, a comparison, a test, a purchase or no further action.

Would you like me to write up that first step with the scope and fee, or would you prefer to leave it here?

The next useful move: Confirm the task, owner, timing, cost and success criteria. A friendly comment is not a booking or payment.

07 / The conversation

Follow up usefully

Send what you promised, summarize the important context and use the timing and channel you agreed on.

Here is the one-folder scope we discussed, including what I would need from you. Is Friday still a useful day to decide?

The next useful move: If the conversation goes quiet, send a brief close-the-loop note when appropriate, then pause. Honor a request to stop.

08 / The conversation

Earn repeat business

Check whether the original work helped. Resolve problems before discussing more work. Ask about a new need only when it is relevant.

Were you able to find the photos independently? What would you change before organizing another folder?

The next useful move: A repeat purchase, renewal or referral should follow value and choice. It is not owed because someone bought once.

The skill travels with you

More than selling a product.

Understanding, empathy and clear explanations can help people make better decisions. The appropriate outcome depends on the relationship and the situation.

A first customer

Learn about the task before explaining the offer.

What have you already tried, and what is still difficult?

Product or design

Turn a feature request into an outcome to understand.

What should the user be able to accomplish more easily?

Engineering

Explain a technical trade-off through its effect on people.

Would a smaller reliable release serve this need better than the full scope today?

A team or classroom

Find what support would make a change or learning task workable.

Which part feels unclear, and what would help you take the first step?

A job interview

Connect relevant experience to the employer’s actual priorities.

What would you want this person to improve first, and what would good progress look like?

Everyday life

Listen, clarify needs and respect a different preference.

Would you like help thinking through options, or would listening be more useful?

Try 36 role-based conversation examples on SalesCoach →

Listen for the real concern

You do not have to win an argument.

A question or objection may reveal a missing fact, a constraint or a poor fit. Ask to understand; avoid treating every concern as something to overcome.

“That is more than I want to spend.”
Is the concern the budget available, the scope, or whether the outcome is worth it?

Clarify before changing the price. A smaller scope may work; sometimes the right answer is that the offer does not fit.

“I can do it myself.”
That may be the best option. Is there any part you would still want help with?

Respect their capability. Explain the specific assistance you can provide only if they want it.

“I need to think about it.”
Of course. Is there a question I can answer, or would you prefer some time?

Offer clarity without creating a deadline that does not exist.

“I am not interested.”
Thank you for letting me know. I appreciate your time.

End graciously. An explicit no does not need another pitch.

After the conversation

Make your follow-up
worth opening.

1. Keep the promise

Send the information or scope you agreed to provide. Restate the person’s goal, the proposed next step and any unresolved question.

You wanted to make the photo collection easier to search. Here is the first-folder scope, including access, handling, cost and the review step. Have I captured the right starting point?

2. Check in by agreement

Use the person’s preferred timing and channel. Include something that helps the decision instead of repeating the same request.

We agreed to revisit this after you checked the folder size. Would a smaller starting folder help, or has the priority changed?

3. Leave the door open

If there is no response and a final note is appropriate, make it easy to pause. Stop when asked and avoid repeated reminders.

I will pause here so this does not become another task on your list. If organizing the photos becomes a priority later, you are welcome to get back in touch.

A small experiment you can run

Practice. Listen. Learn.

Try this before your next conversation

  1. Write down what you know and what you are assuming.
  2. Prepare one open question and a way to check your understanding.
  3. Practice with a partner for four minutes.
  4. Ask what felt clear, rushed or based on an assumption.
  5. Try again, changing one behavior.

A useful conversation does not require someone to buy. Respectful disqualification can save time for both people.

Get the free worksheet

Keep a simple evidence log

  • Need: what did the person describe, and what did you observe?
  • Progress: was there an agreed next action, with an owner and date?
  • Delivery: was the promised task completed and useful?
  • Business: record actual paying customers, revenue, expenses and hours separately.
  • Learning: why did someone decline, and what should change?

For a defined period, compare completed next steps with agreed next steps. Keep open opportunities separate from decided ones. A small number of conversations can improve your idea but cannot establish a reliable conversion forecast.

From my work

The conversation and the experience
belong together.

My HCIM engagement connected a clearer demo path with useful sales tools and coordinated follow-through. At CodeTeachers, the learning experience extended from initial interest through enrollment and continued use. AstraLynk’s lifecycle work examined what happened after an invitation, including registration friction.

Those projects shape how I teach this: look at the whole journey, make the next step understandable and check whether the promised value reached the person.

Put it to work

Bring one offer.
Prepare one useful conversation.

Use the first-experiment planner to define the person and problem, then bring your offer or customer journey to a working session with Ashley.

Where to learn more

Center for Creative Leadership: active listening discusses reflection, clarification and acting on what you hear. Harvard Program on Negotiation: conversational micro-skills describes practice with inquiry, paraphrasing and acknowledgment. The scripts here are original applications for small experiments.

Free download · The Experiment Scorecard

Know if your side idea is actually working.

A 6-page scorecard for testing one income idea: the signal ladder, a four-week evidence log, the true-cost check, and a clear continue / change / pause decision. Download it now, with no signup required. You can also request occasional notes from Ashley’s experiments.

Download the free scorecard

Follow at your own pace

Keep a place
in the experiment.

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