David de Souza

59 Mental Models for Influence

2020-02-27 · first published on 8020.co

Learning the skill of influence is like learning a martial art, it can be used for both good or evil. The dark side of influence may be unappealing, but enlightened ourselves can protect us from manipulative people and provide the knowledge to counterattack against an opponent's moves.

Your ability to influence creates ripples that stretch both near and far. If you can influence your children to developed good habits, the benefits will compound as it will impact their friends. If you want to change the world, you need to have the skills to be able to influence the people that you share your ideas and vision with.

I have taken insights from 12 books and created a latticework of mental models on the topic of influence. This latticework provides a framework allowing for easier recollection and it helps to show how knowing a small number of big ideas can have a huge impact on your life.

The Books:

  1. Pre-suasion
  2. Influence
  3. How to Win Friends and Influence People
  4. Influencing Human Behavior
  5. Gravitas
  6. Power - Why Some People Have it and Others Don't
  7. The 48 Laws of Power
  8. You are the Message
  9. Age of Propaganda
  10. Messengers
  11. Exactly What to Say
  12. Triggers

The 59 Mental models for Influence:

  1. Action & Reaction: Newton's 3rd Law
  2. Agenda Setting Theory
  3. Algorithms
  4. Anchoring
  5. Arbitrage
  6. Association
  7. Asymmetric Warfare
  8. Attentional Bias
  9. Authority
  10. Availability Heuristic
  11. Choice Architecture
  12. Competition
  13. Confirmation Bias
  14. Co-operation
  15. Consistency & Commitment Bias
  16. Curiosity Instinct
  17. Denial
  18. Eco-systems
  19. Ego
  20. Emotions: Anger, Desire, Empathy, Envy, Fear, Guilt, Hope
  21. Evolution: Adaptation
  22. Evolution: Sexual Selection
  23. Feedback Loops
  24. First Conclusion Bias
  25. Flywheel Effect
  26. Friction
  27. Hanlon's Razor
  28. Incentives
  29. Inertia
  30. Inversion
  31. Language Instinct
  32. Lateral Thinking
  33. Leverage
  34. Liking/Disliking
  35. Loss Aversion
  36. Margin of Safety
  37. Momentum
  38. Mise-en-Place
  39. Narrative Instinct
  40. Niches
  41. Novelty Bias
  42. Randomness/luck
  43. Reciprocity
  44. Relativity
  45. Scarcity
  46. Second-Order Thinking
  47. Self-Preservation
  48. Social Proof
  49. Status
  50. Status Quo Bias
  51. Stress
  52. System 1 vs System 2 Thinking
  53. Tendency to Minimize Energy
  54. The Ikea Effect
  55. The Map is Not the Territory
  56. Trust
  57. Two-Front War
  58. Velocity
  59. Vividness Bias
1. Action & Reaction: Newton's 3rd Law
2. Agenda Setting Theory
  1. Winning in arguments.
  2. Setting the agenda: This is more subtle. It determines what will be discussed.
  3. Determining the rules of interpersonal interactions through which agendas and outcomes are determined.
3. Algorithms
  1. "If you give me a chance in this role, then I am confident you won't be disappointed."
  2. "If you decide to give this a try, then I'm sure you won't be disappointed". - Another example of a conditional statement is: "If I can....will you?" For Example: "If I match the price for you, then would you be happy to place the order with me today?"
4. Anchoring
5. Arbitrage
6. Association

7. Asymmetric Warfare
  1. Became friendly with them.
  2. They learned the west's methods.
  3. Outwardly embraced their customs.
  4. But inwardly they kept their own culture.
8. Attentional Bias
  1. What is happening?
  2. What is going to happen? - Respect attention limits: Any artist, whether pictorial, musical or dramatic knows that their work can not simply have a number of beautiful things. Their art must capture the audience's attention and lead it to one spot. - "The trouble with many of us is that the more immediate, really less important wants absorb our attention and get our instant reaction; while the less immediate, but really more important wants are scarcely attended to.....it is more important than a man's country be secure than that he should have a particular automobile. Usually, however, it is the automobile that gets his most absorbed attention."
9. Authority
  1. A low number of speech errors (pauses help with this).
  2. Authoritative tone.
  3. Steady body posture. - The use of technical terms adds the perception of expertise. Using specific facts and figures makes you look like an expert and that you've investigated the issue. - Excuses and apologies are often avoided by the powerful as they create doubts about your competency and other mistakes that you might have made. - Don't nod too much, you'll lose credibility. - People want a feeling of importance, so when you condemn yourself, people will often show mercy, as a way to show their importance. - People want to feel important, by arguing with people who have authority, it allows them to show their importance. By showing the person they are important and not arguing with them, you allow their ego to expand, and they usually become sympathetic. - Surrendering is not always weak and can be transformed into strength if strategically used. People often like to show their authority (for example, police and customer service representatives), the surrender technique can be used effectively to deceive them. To use the surrender tactic:

  4. Notice the feeling of being triggered.

  5. Do not fight back or become defensive.
  6. Be like bamboo and bend.
  7. By not playing their game, you are in control and unbalance them.
10. Availability Heuristic
11. Choice Architecture
  1. Directing our thoughts to the relevant issues.
  2. Specifying the range of options. - "As long as the faintest mirage of choices flickers on, we rarely focus on the missing options. We "choose" to believe that the game is fair, and that we have our freedom. - "We prefer not to think too much about the depth of our liberty to choose". - Often people who advocate for equality are using a power play, allocating rewards in a way which they choose.
12. Competition
13. Confirmation Bias
14. Co-operation
15. Consistency & Commitment Bias
  1. "I have always respected your willingness to listen and that you are big enough to change your mind when the facts warrant it."
  2. "You are a natural leader. I'm going to need your help in making this team the best in the department". - People who write down a statement are more committed to it even after new evidence is provided, especially those who do so publicly. People who do not write down a statement are more willing to change their minds. - The most important thing to turn a prospect into a customer is to get them to commit, it doesn't matter how small that initial purchase is. Make the commitment: (1) Simple (2) Small (3) In line with their needs. - Charities use consistency when calling and asking "How are you?" Our natural reaction is to say "Fine/Good" and they then reply with "I'm glad to hear that because I am calling to see if you can help the unfortunate victims of...." - Everyone thinks they are open-minded because the opposite is being closed-minded. People's perception of their open-mindedness makes them feel obligated to explore possibilities."It seems like you are giving them a choice, when you are really you are heavily weighting the only option you are giving them. Ask: "How open-minded are you about at least trying it?" - You can increase the likelihood that someone will come to an event by saying: "We'll mark you down as coming then, Okay?" [Pause] - "I'm guessing you haven't got around to...." - Either the person responds with pride or they double down on their commitment. - Humans are creatures of habit and control. They like to see consistency and predictability. This is why natural disasters scare us so much. By being unpredictable you will exhaust people and make them flustered and unbalanced. - If you corner someone they will fight harder as there is no way out. Sometimes it is better to leave an escape route that tires and demoralizes the enemy, which results in less work and causalities for your side. - Power relies on appearance and one way to improve your image is to be independent and not commit. You seem beyond petty politics. As you become known for being independent and unbiased both sides will want you on their side as a judge and a beacon that their side is right. - "Persistence works because it wears down the opposition. Much like water eroding a rock, over time, keeping at something creates results. In addition, staying in the game maintains the possibility that the situation will shift to your advantage."
16. Curiosity Instinct
17. Denial
  1. The 1st line of defense is the denial of facts.
  2. The 2nd is to challenge the definition of the action.
  3. The 3rd is to question the quality of the action.
  4. The final defense is to question the right of the tribunal.
18. Eco-systems
19. Ego
  1. People become defensive
  2. The person will attempt to justify themselves.
  3. It wounds their ego.
  4. It builds resentment. - Show respect for the other person's opinion, don't say they are wrong. Any idiot can criticize, but it takes self-control to be understanding and forgiving. It is a test of character. When someone makes a statement that you think or know is wrong say: "Well, now, look. I thought otherwise, but I may be wrong, I frequently am. And if I am wrong, I want to be put right. Let's examine the facts". - "If you can be sure you are right 55% of the time, you can make a million on Wall Street every day. If you can't be sure that you will be right 55% of the time, why tell other people they are wrong?" - Be like nobility, you don't need to prove or assert yourself. - Demonstration compared to argument, results in less defensiveness and people being more open to persuasion. - Use the word 'you' liberally before you make a pitch to predispose your audience for a full consideration. - Appeals to self-image are effective. - Learn to study people's eyes and gestures, noticing and remembering details:

  5. Their clothes

  6. Their friends
  7. Their daily routine.
  8. Their repeated remarks.
  9. Which areas they take pride in and are insecure about. - Make bold demands, for example, charge more than other people. - Achieving your goals is often the most dangerous point. "The greatest danger occurs at the moment of victory" - Napoleon - Arrogance and overconfidence can push you beyond where you want or need to be, creating new risks and enemies. - Success has a strange distorting effect on how one acts. On the one hand, it can make you feel invulnerable, but on the other, it can also make you hostile, especially when people challenge you.
20. Emotions
  1. Insecurity: Take advantage of this by providing social validation.
  2. Unhappiness: Take advantage of this by finding the root of the unhappiness. - Notice uncontrollable emotions. Certain base emotions often cause people to become uncontrollable. Look for:

  3. A paranoid fear

  4. Lust
  5. Greed
  6. Vanity
  7. Hatred - "Power requires self-discipline. The prospect of wealth, particularly, easy, sudden wealth, plays havoc with the emotions. The suddenly rich believe that more is always possible. The free lunch, the money that will fall into your lap, is just around the corner." - People are more emotional in a group and are less able to reason.
20.1 Emotions: Anger
  1. Remind yourself that the anger is not directed at you personally. The anger comes from a long history of the previous hurt.
  2. "Look at the emotional outburst as a disguised power move, an attempt to control or punish you cloaked in the form of hurt feelings and anger."
  3. Use lines such as: "What a pity that such a great a man should have such bad manners.
20.2 Emotions: Desire
20.3 Emotions: Empathy

20.4 Emotions: Envy
20.5 Emotions: Fear
  1. Knowing how you are going to start
  2. Knowing how you are going to end.
  3. Calm yourself by breathing through your nose and out of your mouth, just before starting. This will also add a pause, which will give you an air of confidence and focus the audience. - Fear works when there are clear steps to help the person change, otherwise, the person will be indecisive.
20.6 Emotions: Guilt
  1. Making them seem like a hypocrite.
  2. Making them seem like someone who does not honor their word. - The propagandist offers a solution, a way of reducing dissonance, guilt or shame by:

  3. Giving to charity.

  4. Buying a car.
  5. Voting for a politician.

20.7 Emotions: Hope
21. Evolution: Adaptation
  1. Take nothing personally.
  2. Don't be defensive, doing so shows your emotions which reveal your true nature.
  3. Allow no one to control you or to see what annoys or frustrates you, revealing where your weaknesses lie.
22. Evolution: Sexual Selection
23. Feedback Loops
24. First Conclusion Bias
  1. 55% Nonverbal communication: (1) Facial expression (2) Body language
  2. 38% Voice (1) Quality (2) Tone (3) Pitch (4) Volume (5) Variation
  3. 7% The actual spoken words.
25. Flywheel Effect
26. FRICTION
27. Hanlon's Razor
28. Incentives
29. Inertia
30. Inversion
31. Language Instinct
  1. Reflective - To get information
  2. Supportive - To help others
  3. Possibility - To find ways forward - Ads that contain the following words sell more products:

  4. New

  5. Quick
  6. Easy
  7. Improved
  8. Now
  9. Suddenly
  10. Amazing
  11. Introducing
32. Lateral Thinking
  1. Look for analogies from other fields.
  2. Put the topic of discussion into a historical perspective.
  3. Compare the topic to something that is more familiar or something the listener is more interested in e.g. compare it to sports.
33. Leverage
  1. Pay attention to gestures and unconscious signals
  2. Normal, everyday conversation provides the greatest source.
  3. Share an open-hearted secret to help them open up.
  4. Probe: If you think a person has a need to be loved, give a compliment and notice the response.
34. Liking/Disliking
  1. Attending birthday parties
  2. Sending celebratory cards
  3. Going to Funerals
  4. Going to lunch
  5. Sending a card, visiting or buying a gift when they are ill.
  6. Allowing people to talk about themselves.
  7. Being a good listener
  8. Asking questions. - A charismatic person is able to balance dominance and warmth effectively. They:

  9. Are able to convey a collective identity and vision.

  10. Reduce complexity into binary choices, with in-groups and out-groups, or hero and villain, creating a sense of connectedness.
  11. Develop a connected shared goal.
  12. Articulate an idealized future.
  13. Use metaphors (which are powerful because of their visual intensity)
  14. Use stories and anecdotes.
  15. Smile
  16. Make eye contact
  17. Use animated gestures
  18. Have sergeancy: positive outlook, high energy, desire for rewarding experiences, optimistic, approachable, use of hand gestures & expressive body language. - People who are liked are:

  19. Optimistic

  20. Concerned about others
  21. Smile
  22. Mind their own business
  23. Laugh (at themselves)
  24. Handle stress
  25. Perform well in crises
  26. Humble when doing well
  27. Balance cold facts with emotion
  28. Draw people out on topics they are interested in discussing. - You can enhance your likability with:

  29. Attractiveness - Grooming well.

  30. Similarities - Age, religion, politics, interests,
  31. Complement - Tell people you like them
  32. Contact - Familiarity usually results in greater liking
  33. Working together - Use 'we' - You can be likable by:

  34. Say what the audience already thinks.

  35. Making people feel comfortable.
  36. Controlling the atmosphere/situation to your best advantage. - To make people feel comfortable you need to appear comfortable yourself. How to make yourself look comfortable:

  37. Don't make sharp movements.

  38. Don't fidget or play with your hair.
  39. Don't overreact to constraints such as time. - People like others when they have something in common. Ask yourself:

  40. What's your common purpose/values/ground?

  41. What might you have that they need?
  42. What fear or problem do you have the answer to that might help them?
  43. What do they love?
  44. What do they hate?
  45. Who do they admire? - To be liked it helps to be seen as inferior in intellect. - A competent person who spills coffee on themselves is seen as no less competent but more likable. However, a less competent person making the same mistake is seen as confirming their incompetency (and less likable). - Apologizing for something out of your control (such as the weather) increases warmth/compassion and makes people more open to what you have to say. - Waiters received bigger tips after complimenting dinners on their choice. In a study, 50% of employees were willing to help a colleague who needed help but this increased to 79% if a compliment was given first. - Be bold, timidity is dangerous. People admire the bold, they do not admire the timid. - The Laws of Court Politics:

  46. Avoid talking about yourself and your achievements.

  47. Encourage the conversation to go to others.
  48. Be modest.
  49. When a task requires a great deal of work, make it look effortless. People do not like to see pain, suffering and toil, showing it is a form of ostentation.
  50. "Flatter indirectly by downplaying your own contribution and making your master look better".
  51. In life (and in court) you must get noticed to get ahead.
  52. Be aware of your physical appearance, think of a way to be (subtly) distinctive, for example, a pocket-handkerchief, a neckerchief, an eye patch. - If you need to make a choice between being likable or competent (but abrasive), choose competence. Self-deprecation and humor can be used to mitigate any abrasiveness (but only if you have established your competency. - If you want to make people dislike you:

  53. Never listen for long

  54. Talk about yourself
  55. Interrupt. - People who are disliked:

  56. Complain

  57. Talk constantly about meaningless things.
  58. Are monotone.
  59. Too serious
  60. Rarely smile or joke
  61. Egotistical
  62. Put down others
  63. Shy
  64. Depressed
35. Loss Aversion
36. Margin of Safety
37. Momentum
38. Mise-en-Place
  1. Point - The main idea you wish to communicate
  2. Reference - Connect your point with an example with credibility.
  3. Comment - Make it unique to you and show how it will be beneficial towards your goal/purpose.
39. Narrative Instinct
40. Niches
41. Novelty Bias
42. Randomness/luck
43. Reciprocity
44. Relativity
45. Scarcity
46. Second-Order Thinking
47. Self-Preservation
48. Social Proof
49. Status
50. Status Quo Bias
51. Stress

52. System 1 vs System 2 Thinking
  1. Peripheral: Little attention needed. persuasion is determined by simple cues. For example: watching TV while doing another task
  2. Central: The listener is careful and thoughtful in their consideration. In this situation, persuasion is determined by how well the message can stand up to scrutiny.
53. Tendency to Minimize Energy
  1. Indifferent
  2. Tired
  3. Uncertain
  4. Rushed
  5. Distracted
  6. Stressed - Be aware of people who deceive using the possibility of easy money. People are by nature lazy and want quick easy money, and are therefore attracted to that path. - We are cognitively lazy we accept a conclusion without any good reason. for example: "May I use the photocopier because I have copies to make". - Peoples' decision-making goal is usually to make their decision good enough and gone, as a result, we use 'satisficing': we select the first practical option that presents itself. - Propaganda takes advantage of two human tendencies:

  7. Mental shortcuts - Our desire to converse mental energy.

  8. Rationalizing of thoughts and behavior - So they appear reasonable to ourselves and others. - The media is persuasive because we don't question it and take it for granted that is represents reality.
54. The Ikea Effect
  1. Group discussion
  2. Role Play
  3. Asking the person to imagine.
  4. Questionnaires asking for your opinion.
  5. Contests that ask: Tell us why you like our company in 50 words. - Ask questions instead of giving direct orders. Questions allow for the person to use their own thinking and creativity on the problem, giving them ownership. For example: Do you think xyz might work?
55. The Map is Not the Territory
56. Trust
  1. Communicating before you make a request increases your chance by 40%.
  2. Speaking is better than writing by a factor of 2-3.
  3. Be happy.
  4. Highlight a potential weakness in your argument before highlighting its strengths (this is especially useful when the audience is already aware of the weakness.)
  5. Phrases that work well include:

    1. "I'm not going to lie to you..."
    2. "I don't wish to complain..."
    3. "I'll be honest..." - Use a list of 3 items. Lists make people think you have thought about the issue. - Highlight a negative feature (of what you are selling or yourself in a job interview). This will reduce resistance and you'll be seen as more honest. This will lower people's defenses and make them more receptive to the positive aspects of your product or yourself. - Aristotle said: when persuading use:
  6. Ethos: Present yourself as a good and trustworthy person

  7. Logos: Use logic and vivid historical imagery to illustrate points.
  8. Pathos - The message should take into account audiences' preexisting beliefs and emotions. - People have a 'latitude of acceptance' however this can be broken if the source is highly credible.
57. Two-Front War
  1. Appear interested in their problems
  2. Sometimes take their side
  3. Show gestures of support, listen with a sympathetic ear.
  4. However, disengage your emotions
  5. Maintain your energy and sanity.
  6. Do not let your interest go beyond the surface.
58. Velocity
59. Vividness Bias
  1. The speed (and clarity) in which it is received.
  2. How easily it is recalled. - "All over the world" is less meaningful than "New York City". The former is too general for the listener to form a picture in their mind. Notice the vagueness of: "The Joint Committee on Methods of Preventing Juvenile Delinquency" vs "Camp Fire Girls" - If you wanted to get people to donate to starving children in Africa: Telling them it is their duty to help, would not move many, as they will likely become defensive. If you ask people if they would be so kind as to donate, they may be slightly moved to do so out of pity. If you flatter the person, saying that by your contribution you are helping humanity, you may be even more likely to get some help. However, if you took people to Africa and let them see the conditions and allow them to help individual children, they would likely help without any push from you. The last technique would be costly, so instead, we use the person's imagination. - What makes writing dull:

  3. Stodginess: Having no unfamiliarity in the familiar.

  4. Verbosity: Too many stimuli causing the reader to skip.
  5. Circumlocution: The stimulus never arriving causing the reader to be uncertain, impatient, irritated, and saying "get to the point".
  6. Lack of Clearness: Long sentences with ideas that are poorly arranged.
  7. Lack of Curiosity: The reader just nods but doesn't have their curiosity piqued.
  8. Abstractness: No vivid pictures are being created in the mind of the reader.
  9. Rhythm: Lack of rhythm that causes the reading to be jerky or monotone.
  10. Concrete vs Abstract: Use concrete words that create pictures in your mind.
  11. Personality: Your personality, be it humble or smart-Aleck, should shine through in your writing.