VisionLeads
Part 3 of 7Pipeline Methodology

Buying Situations

Why targeting personas isn't enough

Most outbound starts with a persona: VP of Sales, Head of Marketing, CFO.

But personas don't buy. Situations do.


The Problem With Persona-Based Targeting

When you target a persona, you're targeting a job title — not a moment of relevance.

That VP of Sales might be:

  • scaling a team
  • fixing a broken process
  • preparing for a board meeting
  • or just trying to survive the quarter

Each of those contexts requires completely different messaging.


What a Buying Situation Is

A buying situation is a specific moment when your offer becomes relevant.

It's not about who the buyer is — it's about what they're going through.

This is essentially Jobs-to-be-Done thinking applied to outbound: people don't buy products, they hire solutions to make progress in a specific situation.


Examples

Persona-based

"VP of Sales at a Series B SaaS company"

Situation-based

"VP of Sales who just missed a quarter and is under pressure to fix pipeline coverage"

Same title. Completely different context. Completely different message.


How to Define Buying Situations

A good buying situation answers:

  • What's happening? — the trigger or context
  • Why does it matter now? — the urgency
  • What are they trying to do? — the goal

What Comes Next

Once you've defined your buying situations, the next question is: How does the conversation start?

That's where Motions come in.

Ready to define your buying situations?

Book a pipeline assessment to see how this framework applies to your business.

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