UpTrajectory Review

Avoid These 4 Mistakes When Building Influence with Executives

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Photo: Felix Mittermeier / Pexels

UpTrajectory Review

Dr. Kyle Elliott's Entrepreneur piece targets professionals who must persuade executives and catalogs the four mistakes they repeat. The item's text is thin — a single line promising the common missteps and fixes — so the original almost certainly walks through each error with examples and remedies. We know the frame (influence with executives) and the promise (four mistakes, plus what to do instead), but the specific four remain behind the link. That gap shapes what we can say with confidence and what we must supply from experience.

Why this matters to a small-business operator: you pitch constantly, to lenders, landlords, key hires, anchor customers, and your own board or investors. The same dynamics Elliott addresses apply, even if your 'executives' run regional banks rather than Fortune 500s. A founder who cannot move a room loses the term sheet, the lease, the hire. Reading what a decision-maker values and framing a request around that value is a survival skill, not a soft one, and it compounds: every successful ask builds the reputation that makes the next ask easier.

We are skeptical of any fixed list of mistakes, because influence failures usually trace to misreading the specific person in the room. Still, the genre has value when it forces self-audit. The patterns we see most in coaching operators: leading with your needs instead of the executive's priorities, burying the ask under data, treating a 'no' as final rather than as a request for more proof, and confusing access with endorsement. If Elliott's four overlap these, the piece earns its keep; if he adds a blind spot we have not named, so much the better.

The second-order effects of influence advice run uneven. Confident operators absorb it and sharpen their pitch; anxious ones over-script and lose the spontaneity that builds trust. There is also a cost to treating every interaction as a strategic move — executives who sense choreography disengage. The piece likely assumes a corporate ladder with time to build relationships; a founder's version would add that influence with executives often happens in one shot, with no relationship to repair afterward, so the stakes per conversation run higher and the cost of a misread is total.

Watch for whether the original distinguishes between influencing up inside an organization and influencing external decision-makers, a difference most advice glosses over. Meanwhile, do this before your next high-stakes ask: write the other party's top three priorities in their words, then draft your request to serve one of them. Test the framing on a skeptical peer. If you cannot name what the executive loses by saying yes, you are not ready to ask. Read Elliott's four for the blind spots you have normalized.

“Here are the most common missteps professionals make when influencing executives and ideas for what to do instead.” — Entrepreneur

Takeaway: Before your next high-stakes ask, write the decision-maker's top three priorities in their words and frame your request to serve one of them.

Excerpt from the original — Entrepreneur

Here are the most common missteps professionals make when influencing executives and ideas for what to do instead.