Prospects don't need to be educated about a product or service anymore.
When they get on a call with a sales rep, they won't need to be told about the product's features or your competitor's pricing.
They know what they want, and they know how much they're willing to pay for it.
As a result, sales reps have to be able to engage in far more complex discussions with the prospect. Sales teams need to develop a better understanding of the prospect's business so they can showcase their authority and test the prospect's opinions.
Or, in other words, sales reps should adopt the Challenger sales model because it has the power to place salespeople firmly in control of the sales process and give them the tools they need to close deals in today's competitive environment.
Want to learn more?
Then let's start with:
The Challenger sales model encourages salespeople to adopt a more authoritative, educational, and combative approach to the sales process.
Sales reps take a direct and educational approach, challenging the prospect's preconceived notions to build trust, improve the prospect's buying experience, and close more deals. The concept comes from Brent Adamson's and Matthew Dixon's book The Challenger Sales.
The two authors of this book researched countless sales reps and divided them into five broad categories:
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Type |
Features |
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The Hard Worker |
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The Relationship Builder |
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The Lone Wolf |
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The Problem Solver |
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The Challenger |
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Out of the five types, the Challenger sales reps are by far the most effective, especially in complex sales situations.
That's because Challenger sales reps are essentially teachers. They identify the prospect's various misconceptions – whether about the product or about the pain point – and tackle them by educating the prospect and changing their opinion, which helps establish their authority in the process.
But the Challenger sales model requires a light touch. Sales reps who go into the sales pitch with guns blazing and arrogantly lecture their prospects won't go so well.
Challenger sales reps have to be cautious and discreet in how they approach the prospect. They can't start lecturing the prospect about their business process, claiming to understand it better than the prospect.
What they can do, however, is offer useful information that slowly brings the prospect around to their way of thinking.
That's why the Challengers sales model works on the three Ts principle:
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Principle |
Features |
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Teach |
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Tailor |
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Take control |
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The challenger sales model stands out because it equips reps to challenge customer thinking and guide deals more effectively.
Below are four key benefits of adopting the Challenger sales approach.
The challenger sales process is particularly effective in industries with long buying cycles, multiple stakeholders, and high-value deals. Instead of reacting to buyer demands, reps proactively challenge customer assumptions with unique insights.
Modern buyers are often 57–70% through their research before engaging a rep. Without guidance, sales cycles become unpredictable. The challenger sales approach changes that dynamic by putting the rep back in control.
Trust in the challenger sales methodology is not earned by friendliness alone—it's built by delivering insights that teach buyers something valuable about their business. Reps position themselves as advisors who understand industry shifts, competitive threats, and overlooked opportunities.
This means buyers:
Unlike transactional sales methods, the challenger sales training approach focuses on long-term value creation. Customers who are challenged with new perspectives feel that their rep is invested in their success beyond the immediate deal.
Here's a quick overview of the five steps in the Challenger sales process:
And here are the details:
The basis of the Challenger sales model is a detailed understanding of your prospect's business.
The top sellers spend an average of 6 hours per week researching their prospects because they need to establish their credibility from the start.
Learning about the prospect means answering some basic questions like:
A sales rep who can answer these questions will have a much easier time figuring out where their product or service fits into the larger picture.
The core of the challenger sales methodology is not lecturing; it's delivering a short, crisp insight that changes how the buyer defines the problem.
Before you teach, focus on one sharp, quantifiable insight that contradicts the buyer's current assumption and ties to a measurable business outcome. Deliver it briefly and then open a diagnostic question that forces re-evaluation.
Types of insights to use:
How to craft and deliver an insight (step-by-step):
Tailoring translates a single insight into role-specific value; one insight, many languages.
Map each stakeholder and translate the reframing into the metric they care about. Economic buyers want ROI and risk mitigation; technical buyers want integration, security, and feasibility; users want ease-of-use and workflow impact.
Tailoring means: rewrite the insight in their language, attach one concrete KPI you can move for them, prepare a short proof point or reference relevant to their industry, and design an ask that advances their personal agenda (e.g., speed-to-market, cost savings, headcount efficiency).
Use tailored collateral: one-slide exec summary for the CFO, architecture sketch for the CTO, and a short user-impact story for the day-to-day owner.
Taking control in the challenger sales approach means steering away from vendor-selection talk and toward a shared, business-oriented decision path.
Tactics to take control:
Practical challenger sales questions to control momentum:
When objections arise, don't retreat: acknowledge briefly, re-anchor on the insight and the metric, and then ask a targeted question that forces alignment or reveals the true barrier (budget, timeline, politics).
End each interaction with a clear next step framed as a business experiment or decision milestone: agree on the decision criteria, name the decision-maker(s), set a timeline, and document the low-risk proof that will demonstrate value.
Practical closure moves include: jointly building a decision plan (who does what by when), proposing a scoped pilot with success metrics, getting a signed memorandum of understanding for the evaluation, or securing the economic buyer's "if this delivers X, we'll proceed" commitment.
Track progress with objective milestones (alignment on problem, pilot approval, economic buyer sign-off, procurement readiness). The challenger sale methodology succeeds here because each step reduces uncertainty and moves the buyer from curiosity to a named, time-bound choice.
The challenger sales model relies on asking sharp, insight-driven questions that reframe thinking, uncover risks, and guide prospects toward committed decisions. Unlike generic discovery, these questions are designed to teach, tailor, and take control.
Below are practical examples organized into categories used in the Challenger sales methodology.
These questions challenge assumptions and force prospects to consider overlooked dynamics in their market or operations. They are central to the Challenger sales approach because they spark the "teaching moment."
Examples:
Why they work: They highlight blind spots, quantify potential risks, and position the rep as an advisor who brings valuable market knowledge.
These push buyers to confront the financial and operational consequences of doing nothing—a tactic that strengthens urgency in the challenger sales process.
Examples:
Why they work: They shift focus from short-term discomfort (spending money, changing systems) to long-term risk, making inaction the more costly option.
The challenger sale methodology often leverages external comparisons to show how a customer is falling behind or missing opportunities.
Examples:
Why they work: Buyers often underestimate how peers outperform them. Benchmarking reveals competitive gaps that create a compelling case for change.
These uncover internal politics, decision criteria, and the real stakeholders who influence outcomes, which are critical for taking control of complex deals.
Examples:
Why they work: They expose hidden decision drivers, help reps identify the economic buyer, and reduce the risk of stalled deals.
By shifting the conversation to long-term success, these questions align the challenger sales methodology with customer vision rather than immediate features.
Examples:
Why they work: They encourage prospects to articulate ideal outcomes, which the rep can then connect directly to their solution.
The challenger sales model is not a one-size-fits-all methodology. It's most effective in industries and sales environments where deals are complex, buyers are highly informed, and multiple stakeholders influence the decision.
Below are the situations and sectors where the challenger sales methodology consistently delivers results.
Certain industries naturally lend themselves to the challenger sales approach because of the high-value, consultative nature of their sales.
The challenger sales process thrives in scenarios where alignment across departments and decision-makers is essential.
Why it works:
As highlighted earlier, modern buyers, and especially B2B ones, often enter the sales process with 60–70% of research already done. That makes traditional relationship selling ineffective.
Why it works:
The Challenger sales model isn't a one-size-fits-all solution, and it isn't a methodology that's appropriate for every customer and every situation.
The Challenger sales model does, however, represent a strategy that can be enormously effective in the right circumstances. For that reason, sales reps should master the skills required to execute this sales methodology.
With that knowledge in their pocket, they will be ready to take advantage of any opportunity when it presents itself.
If you'd like to learn more, visit our website or check out this article on the 7 Most Effective Startup Sales Strategies.