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When they say talk to procurement

When a buyer sends you to procurement, it can mean a real process or a polite exit. Here's how to tell the difference and the reply to send.

Kevin French
· 3 min read

"Talk to procurement" is one of two things. A buyer who wants you and has to follow a process. Or a buyer who wants you gone and found a polite door.

You can usually tell which in one reply. The trick is to stay with the buyer and not run off to procurement alone.

What it usually means

Early in a conversation, before any talk of scope, it's mostly a brush-off. The buyer doesn't want to say no, so they hand you to a department whose job is to make vendors wait.

Later, after you've talked about the problem and they've corrected your hypothesis, it's usually real. Large companies have vendor onboarding, master agreements and approved supplier lists. A director can want you badly and still not be able to sign anything without procurement in the loop.

The tell is timing and tone. "Loop in procurement and we'll get the paperwork moving" is a buyer. "You'd need to go through procurement" with nothing else is a door.

The reply to send

Either way, the reply is the same. Agree to the process and keep the buyer in it.

Happy to work with procurement. Before I reach out, can I check one thing with you? Is the priority still the claims backlog we talked about, or has something moved? I want what I bring them to be about your problem, not a generic vendor packet.

That reply does three things. It says yes to the process, so you're not difficult. It ties procurement back to the buyer's problem, so you're not a vendor in a queue. And it asks a question only the buyer can answer, which tells you whether they're still engaged.

A real buyer answers. A polite exit goes quiet, and now you know.

Working procurement well

When it's real, procurement isn't your enemy. They're measured on risk, cost and compliance. Give them what they need fast and they'll move you through.

Have your paperwork ready before you need it. Insurance certificates, security questionnaires, a standard master agreement, rate cards. Small firms lose weeks here scrambling for documents they should have had in a folder.

Ask procurement what the process is and how long it takes. Then tell your buyer. Buyers often don't know how slow their own procurement team is, and they'll push if they see a date slipping.

And never negotiate scope with procurement. They'll negotiate rates and terms. Scope stays with the buyer and the champion. If procurement starts redefining the work, bring it back to the people who own the problem.

What to avoid

Don't go silent and email procurement cold. You'll land in a vendor intake form with no context, and the buyer will forget you exist.

Don't push back on the process. "Can we skip procurement for a small pilot?" sounds reasonable to you and like a risk to them. You've just made the buyer choose between you and their own rules.

Don't treat procurement as the buyer. They can slow a deal and sometimes kill one, but they rarely start one. The economic buyer and the champion still decide.

And don't assume a brush-off is final. A buyer who sends you to procurement in week one might come back when a new leader arrives or a cost program lands. Note it, watch the account, and come back with a new hypothesis when something moves. I wrote about a reply that sounds like a no but isn't in when they say it's not a priority right now.

Keep the committee warm

Procurement can take weeks. Use them. Keep writing to the champion and the technical lead with things that move the work forward. A sharper read on the problem. A question about the system. A short note on how similar work usually gets sequenced.

When the contract clears, you want the committee ready to start, not trying to remember who you are.

A procurement process is a sign the deal is real. Treat it that way, and stay close to the people who wanted you there.

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