June 19, 2013

"How do I get past the gatekeeper when calling for an appointment?" is a question I often hear. At a sales training session presented by a SCORE member, his response was less than satisfying and probably a bit dated. He advised us to send a female gatekeeper flowers and a male gatekeeper a bottle of Crown Royal.  I am NOT making this up!
 
Since this can make or break our ability to get in front of decision makers, I made it this week's research project.

Today I'll share ideas about the gatekeeper in particular. Next time I'll offer thoughts on what to say (or not say) to them. So when dealing with the gatekeeper, keep these ideas in mind:
 
Treat them well. It's a BIG mistake to think they have no time, judgement or influence. Courtesy and respect will open many doors for you. Be warm and friendly.
 
Know their name. You want to make this a personal conversation, so if they answer the phone with their name, take note of it. If they don't and you don't already know it, ask them. Write it down when you first learn it, and use it every time you call. 
 
Ask for help. The more you engage the gatekeeper, the better. Asking someone for help usually makes someone feel important. It's hard for most people to turn down a request for help. 
 
Recognize they are a great resource. While you may think their primary role is to screen you out, a good assistant's real role is to find potential value for their boss or company. Assistants offer unique insights that can be valuable to you.
 
Know why you are calling. We have a tendency to talk too much, both in person and with gatekeepers. We hope if we say enough, something will be magic and what we want will happen. Be ready to answer that question, "What is this about?"  Pre-plan your approach, don't wing it.
 
Have the right mind set to show authority. You have to believe you will get through. This confidence will show up in your voice (versus fear or discomfort) making you sound like a peer or expected call. One general rule I read was senior people speak more slowly - so pay attention to things like your pace, tone and pitch.

 
I'd love to hear any tips on mindset and the gatekeeper. Next time – things to say or not say.

To Your Success!
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Bright Shiny Objects – Again!

The flexibility and control you have as a consultant, especially an independent one, is a two-edged sword. It allows you to set your own hours, direction and focus, but it also can result in what I've written about in the past – the "bright shiny object" syndrome.
 
With many hats to wear, lots of options and the fact there's always something to do, how do you decide between something that might be a good opportunity for you vs. something that is distracting?  This distraction is even more dangerous if it takes you away from revenue-producing projects.

Because I constantly have to guard myself from "bright shiny objects", I've been trying to create a list of questions to use as a template when thinking of a direction, offering or project to chase. 

  1. Does this make sense in my business or is it a distraction? Does it "fit" with the rest of my practice?  How?
  2. What will this opportunity offer me?  If it does not provide revenue, profits (more important) or exposure, why am I considering it?
  3. If it does meet one of these three criteria, how quickly can I make it happen and is it worth it?
  4. How much of my time will it take? How will this affect the rest of my current life?
  5. What will I STOP doing to add this to my plate?
  6. What is the investment required?  Is this investment money, time, or something else?
  7. Is it a one-time investment or on-going?
  8. What is the return on this investment?  (Return on both my financial AND time investment.)
I'd love to hear back from you on your list of questions that keep you from chasing shiny objects so I can add and share your thoughts.
 
Or am I the only one who chases these?
 
To Your Success!
Jennifer Leake signature
 

Dog Wisdom

Yoda Bonnie (my name for my webmaster) shared a link to the website The Stencil Smith. In particular the poster below, Dog Wisdom. You don't have to be a dog lover to learn a lot from dogs.

 
Be brave, no matter your size. Starting and running a business is not for the faint of heart. Am I taking enough calculated chances and risks to be a successful solo consultant?
 
Have a mind of your own. I can be swayed by opinions of others, especially if the other person is a strong personality. I know me and my business the best, and while I value advice and input from others, ultimately I have to make the final choice.
 
Make your own fun and Dig Life. To enjoy consulting, I must choose the right clients to work with, offering services I'm good at and like to do. It's no fun working with difficult clients who are slow to pay, doing things you don't like to do.
 
Be loyal and faithful. When you are this way, more often those around you will be also. I don't know how I'd do this business, or get through life in general, without my dear and special friends who love and accept me as I am.
 
Take a nap. In 2013 I want to take better care of myself physically with enough rest, exercise and good/healthy food.
 
Never stop playing. Friends, movies, TV shows (I LOVE the Big Bang Theory), taking vacations - I want to make sure I am laughing and loving life enough.
 
Wag more, bark less. When I am overextended, sleep deprived or very hungry, I am not a pleasant person. I'm grumpy and I do bark. I need to minimize those conditions so I am wagging more often.
 
Be quick to forgive and love unconditionally. In over 31 years of marriage, my wonderful husband has never held a grudge or brought up old history to me. I want to be more like him.
 
Learn new tricks, no matter your age. Just this week I was on a Webinar with my IPhone and IPad. Learning on the fly, I was able to attend despite having no internet connection. I was pumped!
 
Make new friends. I love meeting people .. in person, online … it doesn't matter. It supports ALL the wisdom above and creates a prospect pool that will help you get more clients and bank more money! 
 

To Your Success!

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The Law of Subtraction

When I lost a dear cousin in December, it rocked my world. Her death, and upcoming milestone birthdays for me and my husband, have caused me to take a hard look at my workaholic habit of adding too much to my plate.

It's funny how a certain a theme in your life has a way of popping up over and over so you can't ignore it. Taking some things off my plate is one of those themes that won't go away.

This week I had a lengthy conversation with a valued accountability partner.  I rely on her to ask me the hard questions as I share my professional and personal goals, and plans of action. She challenged me to review what I'm focusing my efforts on and whether they are things that bring me satisfaction and joy … or drive revenue to my business. I have to admit that many things do neither of these.

The same theme popped up in an email by another friend who sent me the New York Times article by Matthew E. May entitled The Art of Adding Through Taking Away.

Matthew shares that someone sent him an anonymous post-it note with a quote from the ancient philosopher Lao Tzu: "To attain knowledge, add things every day. To attain wisdom, subtract things every day."  A project that had been at a standstill became successful when he shifted his perspective.

Because he considered this a radical idea, he decided to further explore this concept. An essay by Good to Great author Jim Collins supported this ancient philosophy. He wrote, "A great piece of art is composed not just of what is in the final piece, but equally important, what is not."

Matthew's research showed that subtraction was at the root of many professions. Science subtracts complexity when it solves things in simple ways. Composers use pauses – silence – to create dramatic tension. Efficiency seeks to create maximum impact with minimal effort.

He offers some thought-provoking ideas about what you can do – and not do – and put these "taking away" principles into play in your life.

  1. Create a "not to do" list in addition to your "to-do" list. Give careful thought to prioritizing your goals, projects and tasks. Then eliminate the bottom 20 percent.
  2. Ask those who matter to you what they would like you to stop doing. He warns that when you ask colleagues, clients, family members and friends what they think you should stop doing, you may be surprised at how long the list is.

Matthew concludes that as he learned about the concept of less is powerful he discovered, "when you remove just the right things in just the right way, something good happens."

Our mission at Consultants Gold continues to be how to help you get more clients and bank more money. Two things contribute to that – marketing and sales.  That's our continued focus for 2013, so watch as we simplify our website and our offerings.

To Your Success!

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You Can’t Beat the Laws of Nature

I met with a local insurance sales manager this week.  I always enjoy meeting with Jim because he is successful, loves what he does and is an enthusiastic and fun person to be around. As we talked about the challenges of developing new business, we got into a great analogy discussion.

You can't beat the laws of nature. Not in life and not in sales. Cultivating new clients is like growing a field of crops. It's a process. You have to plant seeds, nurture (fertilize and water), and then you get a good crop (results). Trying to skip a step goes against the laws of nature and may cause you to miss getting more clients and business.

1.  Planting too few seeds. With only a few prospects, you expect (perhaps need) to have every one sprout into a new client. I hear consultants share they've met with a prospect once, didn't get the engagement, so they'll wait for the prospect to call them if they have a need. Not all seeds take at first because the conditions aren't right.

2. Planting the wrong seeds. You can't grow corn using watermelon seeds. Do you really know what a strong prospect looks like for you? Talking to the wrong prospect can take much of your time with little results.

3. Is the timing right? There's a season for crops – and most don't grow very well in the winter. Even with the right prospect and the right solution, it may be "not yet" rather than a real "no". If you have to wait for a new budget year, can you start now and postpone billing for the new year? Be creative and don't give up too soon.
 
Stay active to find new prospects to put in your pipeline – keep planting lots of seeds. Continue to know and refine what a good prospect looks like for you – so you are using the right seeds. Nurture those seeds with repeated contact – a handwritten note, an article you read or wrote – that shows you understand their challenges and are thinking of them.

Don't expect prospective clients to say yes with just one interaction with you.  Sales statistics say it takes 8-12 times before a prospect buys, so don't give up too soon.

Use the right seed, keep planting lots of them, and cultivate and nourish those seeds. Use the laws of nature to help you grow your business.

If you're looking to cultivate more seeds in 2013, why not consider some private coaching time with me to jump-start your new year?

To Your Success!

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My 3 Words for 2013

A new year always seems to bring a fresh start.
 
I guess that's why folks create New Year’s resolutions or goals. We begin with motivation and enthusiasm and usually fizzle out – sometimes as soon as the end of January. We find ourselves back in our old habits and the momentum is lost.
 
Last year I commented on how I love Chris Brogan’s My 3 Words concept – "3 words that sum up what you want to work actionably on changing/improving in the coming year." The words should be positive and contribute to a mindset for the year.
 
So once again I'm sharing my three words that define my 2013 – and one action for 30 days (a great way to create new habits) as a way to execute on the meaning of the three words.

EXERCISE – This replaces my 2012 word – HEALTH.  While I did go to Curves and found 2 walking partners, this word was too broad for me. So I want to focus on exercise as a means to get healthy. Something about an upcoming college and HS reunion that gets you more motivated. My 30 day goal is to exercise for 30 minutes 3 times a week.

PRIORITIZEFrom my recent emails, you know I'm really taking a look at my life. My 2012 word was SIMPLICITY and I discovered that won't happen without clear priorities. By the end of January, I will have no more than 3 main goals for the 1st quarter of 2013 – and I will stick with them.

ORGANIZE – Being my own boss gives me too much flexibility so I used STRUCTURE as my 2012 word. I could have used this word again since it's an ongoing challenge, but you know I like alliteration.  So ORGANIZE it is.  I plan to set appointments with myself in my calendar for key actions such as writing, telephone time, sales and marketing, etc.  Just as I wouldn't break an appointment with a client, I will try to keep this mindset with myself.

What are YOUR THREE WORDS? Share as little or as much as you want in the “Comments” box below.
 
To Your Success!
 
 
 
 
 

Please Read – This is Serious News

Yesterday I was caught up in the predictable rhythm of the holidays. Like a well-loved Christmas Carol, this rhythm is both well-rehearsed and comforting: taking out the ornaments I've collected over the years, checking the Christmas card list I've compiled again and again, planning the dinner with courses I've prepared year after year.

But that was yesterday. Today that familiar rhythm has been interrupted by a family emergency. I've been called to drop everything and catch a plane to be at my family's side as my dear cousin, as close to me as a sister, passes unexpectedly from this world. 

I take off, urging the plane to go faster in my race against time. I feel the dread as I see I have 2 email messages when I check my phone as soon as they say we can. 

With the first call, the shock drove all thoughts of the busy holiday from my mind. The second call with the sad news I am too late brings both joy that her journey is over, and deep sadness that my life will never be the same.

My cousin Karen – sweet, cheerful Karen – is near my age. We grew up together. I thought we still had all the time in the world to visit – to plan – to dream. It turns out we don't.

And that's why I'm writing you today. To remind you that time is precious. And we must use it mindfully, purposefully.

All too often we carry on as if we have all the time in the world. We dilly. We dally. We delay. And all the while, the clock ticks. The calendar page turns.

The truth is, none of us has all the time in the world. 

What we have is the choice of how to use whatever time is allotted to us. It is our choice whether to stroll along, oblivious to the tick of the clock … or to live with fierce determination and focus, making every minute count. 

I'm going to take a brief break from these Saturday emails. (My "Tips" will go out as usual.) I need to take some time to be with my family … and some time to reflect and refocus.

When I return, it will be with a fresh commitment to stop pretending I have endless time. I will narrow my focus, pick the goals I'm truly passionate about and direct my time and energy there. As you move through the rush of the upcoming holidays, I encourage you to step outside the madness for just a few moments and ask yourself:

What is most important to me?

Where do I invest my energy and attention?

What am I letting slide?

What am I putting up with?

What am I settling for?

Ask yourself, how can I love more?

How can I serve more?

How can I earn more?

Then decide what it is you really want to accomplish and go after it. Mindfully. Purposefully. Knowing you don't have all the time in the world.

I invite you to meet me back here to ring in the New Year. I'll share some of the changes I've decided upon. One thing that won't change is my commitment to you. My desire to give you real action steps you can take to make your business everything you dream of. Together we can go farther.

With my sincerest wishes that the holidays will be happy for you and your loved ones,

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Preparing for 2013

It's so hard to believe it's December already … The last month of this year. The time has flown by with 2013 looming in the not so distant future. Now is a good time to take stock of where your business is, to review and retool if needed, so you can hit the ground running after the holidays.

Many times we are too close to what we do to really know the value we bring to clients … And how we are perceived by those outside our consulting business.

There are two things I am doing in the coming weeks as I contact clients to wish them a Merry Christmas and thank them for their business:

  1. Get feedback and insight into how me and my services are perceived. I am interested in knowing the benefits or results they have experienced by working with me in 2012. I also want to know how they would describe my services to a colleague or friend.
  2. Get some new testimonials. There are 2 things you have to do to get testimonials. First, you have to ask for them. Second, you need to make it as easy as possible for clients to provide them.
When asking for testimonials, offer clients a template or guideline to follow. Offer something like "After working with (you), I was able to (measurable actions such as reduce turnover, increase revenue, implement a new system, etc). As a result our business saved, increased, etc."
 
Often I interview them, write up a first draft and ask the client to edit or go from there. I include results (numbers, clear benefits) rather than "you are great to work with" quotes. Most clients appreciate the starting point and some even approve it as written. We're both happy – they are glad to help me with little effort on their part and I get exactly what I need in a testimonial for my website and LinkedIn. I am looking to get more audio and perhaps some video testimonials in 2013.
 
What are you doing to get ready for 2013? I'd love to hear your thoughts and comments.
 
As 2013 approaches, why not gift yourself with some private coaching time with me to prepare and jump-start your New Year?
 

To Your Success!

Jennifer Leake signature  

Cooking Up Business From Scratch

A few days before Thanksgiving, a young neighbor and I were comparing notes on our Thanksgiving preparations. She was feeling  overwhelmed by the prospect of getting a turkey and assorted side dishes on the table all at the same time. I, on the other hand, was strolling down a comfortable rut I'd developed over decades of producing the once-a-year menu.

When I mentioned I'd be making  fresh cranberry sauce that afternoon, my neighbor's eyes widened in surprise. "I thought it only came in a can. I didn't know you could make cranberry sauce. Is it hard?"

She reminded me of my own self and the sense of surprise I'd experienced years back, when I first learned that my mother's tradition of opening a can of tart cranberry goo and plopping it into a dish was not the only way to serve cranberries. Fresh cranberry sauce, a cook taught me, was nearly as fast and a hundred times tastier.

That afternoon, I taught my neighbor the same lesson, and sent her home with her own pint of fresh, spicy cranberry sauce. Even if her turkey was dry and her stuffing too wet, as mine often was when I was a young wife, she could serve that special cranberry cause with a supreme sense of pride and accomplishment.

In many ways, putting together a successful consultancy is like putting together a Thanksgiving dinner. The first few years are hard. There's so many things to juggle! You make a lot of mistakes. You learn a lot of lessons. But year by year it gets easier, until one day you find yourself working a comfortable routine that consistently brings you the results you want.

I hope you had a wonderful Thanksgiving. And if your Christmas list contains the wish that you had a system for finding better prospects and getting more clients, consider gifting yourself with some private coaching time with me. Because there's nothing like learning from a consultant who knows how to cook up business from scratch.

To Your Success!

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A Tale of Two Businesses – Which One are You?

After just a few months of use, the handle of a new purse lost it's stitching and began to fall apart. I decided to seek a local shoe repair service in hopes they could stitch the handle for me and make the bag usable again.

The phone book revealed two local shoe repair businesses – and what a difference in my two experiences when I called each of them.

After the first ring of Shoe Repair #1, I got a recorded message informing me that "this call may be recorded for training purposes."  No hello – just this message.  Then the phone rang 8 more times before a harried, brisk voice answered. I shared what I needed and this put-out voice informed me he was "really backed up" and I could leave the purse and he would try to get to it "in a couple of weeks."  I wasn't asking for anything big – and the entire experience made me feel they had no interest or desire in my business at all.

When I called Shoe Repair #2, my call was answered on the second ring. A bright, energetic and friendly voice made me feel welcome immediately. Explaining my need, he replied, "Yes m'am, we sure do!  Shoes, purses, belts – we do anything that needs sewing. I take in about 10 to 15 purses a day."

Like the first shop, he indicated he was busy, but proud of it (vs. harried) and very much interested in my business. In fact, in just a few sentences, he'd even thrown in a sales pitch. "Shoes, purses, belts – anything that needs sewing!"

I stopped by later that day expecting to leave my purse, but found he sewed it on the spot and charged me $4.00.  I was out the door in about 15 minutes, and would have been out sooner if I wasn't having such a good time being a customer.  The experience exceeded my expectations and I had a hoot of a good time interacting with the owner and 2 others "hanging out" in the shop.  My parting words were I was heading home to rip apart a few purses so I could come back and visit again soon.

What does this have to do with consulting?  We are business owners too … and we need to keep in mind:

  • We only get one chance to make a good first impression – and business is lost and gained by it.  How our phone is answered.  Voicemail messages – those our prospects or clients hear from us, and those we leave for others.  Our handshake when we meet someone in person for the first time.
  • Business goes where it's wanted, and stays where it feels appreciated.  Two shoe repairs — one I'd never connect with again, and one I am seeking ways to give more business to.  All based solely on how I felt I was treated as a customer.
  • Underpromise and overdeliver.  In the time it would have taken Repair #1 to write a ticket on my purse, Repair #2 had the job done. I was expecting to leave my purse and return another day – and instead I left in short time with my issue resolved.
  • Dissatisfied people tell 20 others to avoid you, while satisfied people can act as referral sources. (But you have to ask for those referrals as they may not think to do so – but that's another blog topic.)

So think about your first impressions as a business – both in person, online and via the telephone.  What message are you giving to others?  One tool to consider is my Kindle book – The Million Dollar Handshake: How to Introduce Yourself to a Million Dollars Worth of Consulting Business.

To Your Success!

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