New Release · 2026

The buyer journey
you track isn't the one
that closes deals.

How personality, culture, and hidden stakeholders decide your deals — while your CRM watches from the sideline.

10K+
Buyers Profiled
15
Industries
85%
Hidden Late-Stage Buyers
The Hidden Buyer Journey by R. Scott Gillum
2–5%
Average MQL close rate despite millions invested in tools
61%
Of B2B buyers prefer a rep-free buying experience
85%
Of late-stage decision-makers absent from your database
30 yrs
Research at the intersection of sales, marketing & behavior

The real journey is happening somewhere we can't see.

The funnels, the stages, the CRM fields, the lead scores — they're a story we told ourselves. Built for efficiency, they treat every buyer as interchangeable and track actions without ever understanding the motivation behind them.

Buying is not rational. It never has been. The assumption that we make business decisions without influence from personal experience, motivation, and belief is the single most expensive mistake in the history of B2B sales and marketing.

The result: we are training AI on systems with a 90%+ failure rate, optimizing for signals that don't explain decisions, and slowly replacing the one selling relationship that actually closes deals.

"Trust built commerce. Migration disrupted it. Technology scaled it. And somewhere along the way, we confused having more data with actually understanding the person on the other side of the deal."
— The Hidden Buyer Journey

The B2B landscape has fractured into four distinct relationships. Three are scaling. One is quietly disappearing.

Relationship 01
Human → Human
Two people, across a table or a screen, building the trust that actually closes deals. The relationship that built commerce since the first transaction was ever made.
Disappearing
Relationship 02
Human → Machine
A rep entering data, working system-generated queues, submitting proposals through procurement portals. Selling into an algorithm rather than to a person.
Scaling
Relationship 03
Machine → Human
AI-powered chatbots, triggered email sequences, programmatic ads reaching buyers before a rep ever enters the conversation.
Scaling
Relationship 04
Machine → Machine
Automated procurement systems buying software licenses, cloud capacity, and supply chain inputs. No human involved on either side. Already happening at scale.
Scaling

See what's been hidden all along.

Organized in three parts — How We Got Here, Building a Better Way, and Making It Happen — this book doesn't just diagnose the problem. It gives you the framework, the data, and the tools to act on it immediately.

01
Personality-Based Selling
Why Dominants, Influencers, Steadies, and Conscientious buyers require completely different approaches — and how the same pitch that closes one deal silently destroys another.
02
The Two-Thirds Rule
Two personality types dominate 65–75% of any industry audience. Once you know which two, you can scale genuine personalization across every campaign you run.
03
Corporate Culture Decoding
Every company's leadership page is a personality map. Decode their decision-making style, pace, and proof requirements before your first call.
04
Hidden Buying Groups
Across 50+ accounts, 85% of late-stage decision-makers were invisible — not in marketing, not in sales, not anywhere. Here's how to find them before they find you out.
05
Mobilizers vs. Talkers
Identify — by name, using AI — who will move your deal forward and who will stall it. Every buying group has both. Knowing the difference is everything.
06
Behavior-Based Selling
The discipline of reading a buyer as a human being and adapting in real time. Not a technique. Not a tool. The last sustainable competitive advantage in modern B2B selling.

Three parts.
One clear destination.

Part One traces how we arrived at a broken system. Part Two introduces the frameworks that make a different approach possible. Part Three shows you exactly how to use them — deal by deal, buyer by buyer. Every chapter ends with a practical exercise you can apply before your next call.

Part One · How We Got Here
Ch 1A History of How We Sell
Ch 2A History of How We Buy
Ch 3How Our Enablers Went Too Far
Ch 4If It's Broke, Learn to Fix It
Part Two · Building a Better Way
Ch 5The Hard Truth About the Softer Side of Selling
Ch 6Selling to People, Not Just Professionals
Ch 7Marketing's Blind Spot
Ch 8Marketing to Emotions, and the Humans Who Feel Them
Ch 9Fixing Personas to Uncover the Hidden Humans
Part Three · Making It Happen
Ch 10How We Found What Nobody Was Looking For
Ch 11Scaling Deep and Real Personalization
Ch 12The Cheat Code on Every Corporate Website
Ch 13The Sales Chameleon
Ch 14The Buyers You Can't See (But Should)
Ch 15How to Harness the Power of Hidden Buyer Behavior

Four types. Every buyer fits one.

Developed by William Moulton Marston in 1928, DISC reveals not who people are at their core — but how they behave in professional situations, exactly where buying decisions get made.

D
Dominant
Results-driven · Decisive
  • Focused on speed and outcomes
  • Asks "What's the bottom line?"
  • High risk tolerance
  • 53% of Fortune 500 CEOs
  • Responds to competitive wins
Red flag: hesitation, over-explaining, slow processes
I
Influencer
Enthusiastic · People-oriented
  • Driven by recognition and relationships
  • Opens doors, generates internal buzz
  • Rarely owns the problem
  • Loves sharing new ideas first
  • Responds to social proof
Red flag: boring presentations, isolation, being left out
S
Steady
Patient · Relationship-focused
  • Values stability and harmony
  • Decides slowly, seeks consensus
  • Low risk tolerance
  • Won't champion under pressure
  • High intent scores are often false positives
Red flag: pressure tactics, rushing, confrontation
C
Conscientious
Analytical · Detail-oriented
  • Natural skeptic — trusts data over claims
  • Notices inconsistencies across channels
  • Prefers white papers and research
  • 65–73% of aviation operations roles
  • Takes longest, but most thorough
Red flag: last-minute discounts crater credibility

What leaders in the field are saying.

The book carries a foreword from Pat Spenner, co-author of The Challenger Customer, who sees this work as the essential next chapter in understanding how buying groups actually make decisions.

"If The Challenger Customer helped the industry understand the structural complexity of buying groups, this book helps illuminate the psychological complexity within them. Different stakeholders are motivated by different things. These differences shape how decisions unfold inside organizations, and ultimately whether consensus forms or fractures."

Pat Spenner — Co-Author, The Challenger Customer
50%+ open rates · 20%+ CTR

"Everything shifted once we truly understood their daily reality. We made our messaging more precise, more human, and more relevant to the buyer. The impact was immediate — a steady flow of 2–3 sales meetings every week."

JM
Joe Macchiarella
COO, Intelitrex
15%+ NRR · 8x large account growth

"The biggest impact was in customer expansion — 15%+ increase in net revenue retention and 8x growth in large accounts. Understanding not just who we were selling to, but why those personas cared, changed everything."

PK
Patrick Kehoe
CMO, Coalfire
Competitive displacement win

"The pitch started with a statement about our values which aligned with the corporate culture of the company. They immediately said they could see the synergy. The cultural connection gave us the advantage."

OR
Oscar Reyna
Regional VP Sales, Unanet
Shifted team messaging strategy

"Once we realized our operations audience was largely conscientious buyers, we shifted how we communicated. They trust what others say about us more than what we say ourselves. That insight changed our entire content approach."

PM
Patti Moran
VP Marketing, Ideagen
"

"Most salespeople are chasing a buyer journey they can see..." This sentence captured the reality of our GTM strategies. We fail to recognize that we aren't seeing or understanding what's really going on with buyers. But when we take the time to do this, the relationships change, trust builds, and we focus on what is most important to the customer. Scott's book both opens your eyes, and provides a clear guide on how to put these ideas in place.

Dave Brock
Author, Is 'Good Enough' Good Enough, Mindsets and Behaviors for Sales Excellence
"

Keeping the human decision maker at the center of how we sell and market has never been more important. This book makes a compelling, data-backed case that every leader needs to hear right now, and turns it into a practical playbook for the AI era.

Carrie Mahon
Chief Marketing Officer, Sign In App
"

One of the toughest aspects of B2B business is the simple reality that businesses don't make decisions, people do. More precisely, it's unique individuals working with other individuals. Understanding how those individuals are wired, how they interact, and how to manage those dynamics is a seemingly mysterious mix of science, process, art, and best guesses. Unless you read Scott's book. Then it's a powerful, replicable, and practical strategy anyone can follow.

Brent Adamson
Co-Founder, AtoB Insight · Co-Author, The Challenger Sale and The Framemaking Sale
"

Scott Gillum has cracked open the black box of B2B buying behavior in a way that's both practical and immediately actionable. The frameworks in this book — particularly around corporate culture profiling and late-stage buyer visibility — are tools I've applied directly in building demand gen programs. This isn't a theory. It's a playbook.

Eric Koch
Director of Demand Generation, Schellman
"

Scott Gillum has done something the industry has needed for years — connected the psychology of the buyer to the science of the sale in a way that is both rigorous and immediately actionable. If this book doesn't change your go-to-market strategy, read it again.

Dr. Howard Dover
Director, Center for Professional Sales, University of Texas Dallas
"

The Hidden Buyer Journey challenges the assumption we make about the buyer and brings the human side of decision-making back into focus. Most sales books tell you how to create a playbook, deliver value, adopt a process and replicate "best practices." Scott Gillum shows you who your buyer actually is — beneath the title, the role, and the professional mask they wear in every meeting. This book offers a fresh perspective on how buyers buy and how successful teams can achieve market dominance.

Gerhard Gschwandtner
CEO, Selling Power
R. Scott Gillum

"The most important variable in every deal was never the data itself. It was always the people."

R. Scott Gillum

Buyer Behaviorist  ·  Founder & CEO, Carbon Design

R. Scott Gillum has spent his career studying the one variable most sales and marketing strategies ignore: the human being on the other side of the conversation.

As a buyer behaviorist and the founder and CEO of Carbon Design, Scott helps B2B organizations close the gap between how they communicate and how their buyers actually make decisions. His work draws on decades at the intersection of behavioral science, marketing strategy, and enterprise sales — giving him a perspective that is equal parts analytical and deeply human.

Before founding Carbon Design, Scott served as an Office President at gyro (now Dentsu), one of the world's leading B2B agencies. Prior to that, he spent more than a decade as a Senior Partner at MarketBridge, advising some of the most recognized brands in technology and professional services.

Scott is a contributing writer for MarTech and serves as a Senior Fellow at the School of Professional Sales at the Naveen Jindal School of Management at UT Dallas, where he helps shape the next generation of sales and marketing professionals.

He lives in Raleigh, NC with his wife Jennifer and dog Leo.

Current Role
Founder & CEO, Carbon Design
Academic Position
Senior Fellow, School of Professional Sales
Naveen Jindal School of Management, UT Dallas
Contributing Writer
MarTech
Prior Roles
Office President, gyro (now Dentsu)
Senior Partner, MarketBridge
Research Foundation
10,000+ buyer profiles analyzed 15 industries studied 30 yrs at the intersection of sales, marketing & behavior 85% of late-stage buyers hidden from database

Start seeing the journey
you've been missing.

Available in hardcover, paperback, and digital. Bulk pricing available for sales teams, revenue organizations, and corporate training programs.

Bulk & Team Orders
Discounted pricing for 10+ copies. Ideal for sales kickoffs and revenue team training.

Signed copies available — contact the author at scottgillum@carbondesign.com

Bring the research
to your team.

Scott delivers keynotes, workshops, multi-day training sessions, and executive sessions for B2B sales and marketing leaders. Built on the same research as the book — grounded in data, immediately applicable, designed to challenge what teams think they know about buyer behavior.

01The Hidden Buyer Journey: What Your CRM Can't See
02Behavior-Based Selling: The DISC Framework in Practice
03Scaling Human Connection: The Two-Thirds Rule for B2B Marketing
04The Human-to-Human Imperative in the Age of AI
05Buying Group Dynamics: Finding the People Your Data Misses
06Corporate Culture as a Sales Signal: Reading the Room Before You Enter
01
Keynote
45–60 min for sales kickoffs, marketing summits, and revenue leadership conferences.
02
Workshops
Half or full day with hands-on personality profiling exercises on live accounts.
03
2-Day Training
Intensive two-day program covering the full Hidden Buyer Journey methodology — DISC profiling, corporate culture decoding, and buying group mapping — applied to your team's real pipeline.
04
3-Day Training
Comprehensive three-day certification experience for revenue teams. Day one: buyer psychology and DISC. Day two: culture profiling and buying group audit. Day three: live account application and behavior-based selling in practice.
05
Executive Briefing
2-hour session for CROs, CMOs, and CSOs focused on strategy and implementation.
06
Advisory
Ongoing engagement through Carbon Design applying the full methodology to your pipeline.
Book Scott

To discuss availability, formats, and customization for your event or organization, reach out directly.

scottgillum@carbondesign.com

Go deeper on the ideas
that change how you sell.

Short-form videos and articles built around the core frameworks in the book. Apply the thinking to your next deal, your next campaign, or your next conversation — before you've finished the last chapter.

Featured Videos
People buy from people
Short Form · Ep. 01
Human Connection
People Buy from People
What happens when you leave the human conversation out of the sales process — and why no amount of automation fills that gap.
The Real Buyer Journey
Short Form · Ep. 02
Buyer Journey
The Real Buyer Journey
How personality dictates content preferences more accurately than traditional buyer journey research — and what that means for your messaging strategy.
Online Behavior vs Human Behavior
Short Form · Ep. 03
Buyer Behavior
Online Behavior vs. Human Behavior
How online behavior becomes far more insightful once you understand the person behind the click — and why data alone keeps leading you to the wrong conclusions.
Latest from the Blog

Put the framework
to work today.

Every tool below is drawn directly from the book's research. Download them, use them on your next deal, and see the difference before you've finished reading.

DISC Buyer Quick-Reference
One-page guide to identifying each personality type and adapting your pitch, email, and content on the fly.
Download PDF
Industry Personality Map
Personality concentration data across 15 industries — know your audience before the first outreach.
Download PDF
Buying Group Audit
The 5-step exercise to find hidden late-stage stakeholders in your active deals.
Download PDF
Culture Decoder
Step-by-step guide to profiling any company's culture from their leadership page.
Download PDF
Persona Upgrade Worksheet
Add the personality layer, professional priorities, and personal motivations your current personas are missing.
Download PDF
Chapter Insight Exercises
All 12 insight exercises from Parts Two and Three compiled into a single team workbook.
Download PDF
Free Tool

Behavior-Based
Selling Coach

The AI coaching tool built on the book's core framework. Enter a buyer's details and get a full coaching brief — DISC profile, style clash warning, opening email, talk tracks, and a live chat coach. All tailored to who you're actually selling to.

4
DISC personality types analyzed
6
Outputs per buyer profile
AI
Powered by Claude — Anthropic
Follow-up questions via chat
Your DISC Type
Select your personality type
Buyer Details
Quick Actions
🎯
Profile your next buyer
Fill in the buyer details and click Analyze. You'll get a full personality-based coaching brief, an opening email, talk tracks, and a live chat coach — all tailored to who you're selling to.
Analyzing buyer profile
?
Confidence
Style Alert
Style Comparison
Your style
Buyer style
Coaching Brief
Opening Email
To
Subject
Talk Tracks & Openers
Ask Your Coach
Context-aware for this buyer
B
Profile a buyer first and I'll be ready to answer follow-up questions — all tailored to their personality type.