Complimentary Offer For Coaching, Consulting, and Mentoring During Pandemic

Jim Weber – Managing Partner, ITB Partners

This is a difficult, even unprecedented time.  There is great uncertainty, and many are fearful.  Some are suffering through this alone. Thankfully, this pandemic comes at a time when our technology makes forced isolation bearable.

In difficult times the American Spirit shines brightest because we face our challenges together.  Given the strength of our relationships, the value we place on one another, I am confident that we will overcome this scourge.  We may be bruised, but we will emerge stronger.

 

From a personal perspective, I believe my life’s mission is to help however I can.  My goal is to focus on what I can control and avoid dwelling on issues beyond my control.

I know that my core strength is helping people navigate the new normal for employment and career management. In many respects, this was the genesis of ITB PARTNERS.

I want you to know that I am here to help you. In fact, I am happy to offer my services free of charge to help you through this difficult time.

There are many things we can discuss, but I may be most helpful in the following areas:

  1. Navigating the quarantine.
  2. Developing a Personal Recovery Plan.
  3. Maintaining relationships with your customers, clients, and network.
  4. Viable Job Search Strategies.
  5. Key considerations to anticipate from the recovery.
  6. Significant trends to consider in your planning.
  7. Evaluating options and setting priorities.
  8. How to start a business.

Ultimately, I’m available to talk with you even if to bounce around some ideas or offer introductions from my vast network.

So, here’s my offer:

If you would like a free 30-minute consultation, email Jim.Weber@itbpartners.com  with this subject: “I Want  to Schedule a Free Consultation.”   I will respond back with my calendar tool to schedule a telephone or video call.

I hope you find this useful and will schedule a call.  If nothing else, I would enjoy an update from you to know how you are coping.

Best wishes for your continued health and safety.

Thank you for visiting our blog.

Jim Weber – Managing Partner, ITB Partners

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

 

April 14 ZOOM Meeting of The BENG Atlanta Chapter

The BENG Atlanta Chapter April 14 Meeting Will Be Held Via ZOOM!  To join the meeting, follow this link:  https://zoom.us/j/334822051

Register for The BENG April 14 ZOOM Meeting!

Email To:  Jim.Weber@itbpartners   Subject: Yes, Reserve My Place for The BENG Atlanta Chapter April Meeting viaZOOM

Remove What’s NOT Working from Your Networking

Description:

According to a LinkedIn survey in 2017, almost 80 percent of professionals consider networking to be important to their career success. Not only that, but 70 percent of respondents said they were hired at a company where they had a connection.

Whether you are networking to find new clients, a better job, or the love of your life, your results will definitely improve if you remove what’s not working and replace it with more effective actions.

Invest one hour of your time in this session and leave with:

  • A clearly defined goal for your networking
  • Identification of your ineffective networking activities that are holding you back
  • Options for less common activities that have been proven more effective
  • A revised networking “game plan” you can start using today

Our speaker:

Richard Kirby

Richard Kirby is “The K Factor”. His formula for client success is Inspirational+Analytical=Inevitable.

For the past 18 years, Richard has coached corporate executives desiring career improvements inside or outside their current employers. He is also the author of Fast Track Your Job Search (and Career!), an eBook available on amazon.com and barnesandnoble.com. A critical component of his individual coaching programs and his book is business networking. More information can be found about Richard at https://www.richardkirby.net or https://www.linkedin.com/in/richardkirbyatl.

Register for The BENG April 14 ZOOM Meeting!

Email To:  Jim.Weber@itbpartners.com   Subject: Yes, Reserve My Place for The BENG Atlanta Chapter April Meeting viaZOOM

Things Will Change – New Habits Will Be Created

Early in my career, I learned that it is unwise to rebuild a retail outlet on site when there is an option to build on another site better positioned to serve the trade area.  Taking an outlet off-line for reconstruction, forced our customers to seek alternatives.  They began shopping with other brands, creating new habits.  And, the rebuilt outlet seldom regained their full sales volume.  It was a bad investment.  Building a new outlet in a better location avoided the lost revenue while creating excitement for the new store.  It was usually a better investment.

Once a new shopping pattern is established (read – a new habit), it is difficult to revert.  This experience gives me confidence that the effect of the Covid-19 outbreak will create new habits and accelerate other trends.

Trends to Watch

  • Improved/Greater Focus on Personal Hygiene
  • Remote Working
  • Internet Shopping/Home Delivery
  • Tele-Medicine
  • Virtual Meetings

The first change I expect is an increased vigilance toward sanitation.  It is obvious that people are likely to become accustomed to washing their hands more often, hopefully using anti-bacterial soap.  It’s reasonable to expect retailers and other employers to adopt measures to better protect their customers and employees.  Who knows, this might lead to a reduction in overall flu cases, reducing absenteeism.  Even now, I have a client in the Janitorial Services Sector who is generating significant add-on sales from an innovative sanitizer product.

My friend Faith says that this pandemic will be the catalyst to make telemedicine a more widely accepted modality of care. “Telemedicine has been operational for 40 years.  It has had a tremendous resurgence since 2016 and continues to increase in utilization.  Telemedicine, including telehealth, is viewed as a viable option to access needed care.  Copays and other fees are being waived both for commercial and Medicare patients.   The virtual platform that is steering patients will become more widely accepted and utilized. There was already a push for digital applications to handle chronic conditions, urgent care, follow up visits, and medical consultations.  It will be difficult to resume pre-pandemic modes of care.”

As I begin my third day of voluntary quarantine, I have changed the plans for our monthly meeting in favor of a ZOOM meeting.   Based on government guidance, I decided to conduct a virtual meeting instead.  It isn’t as useful from a networking perspective, but the content of the meeting will be presented well, and I will record the meeting for future reference.  I am hearing that many of my colleagues have been engaged in virtual meetings this week.   I imagine that many will become more accustomed to virtual meetings during this quarantine.

As people work from home for the next two weeks, many managers who are uncomfortable with remote working will have an opportunity to change their thinking.  Imagine the overall benefit of working from home. Less commuting time via automobile will benefit employee mental health and productivity while lowering the cost of owning an automobile.  The benefit to the environment and maintenance of infrastructure will be enormous.   Mass commuting to and from work by automobile is no longer practical or sustainable.

Yesterday, I heard that Amazon.com is hiring another 100,000 workers.  It’s safe to say that the home shopping trend, including restaurant delivery, will experience a surge of growth.  One can imagine how restaurants will change their business models to accommodate more home delivery.  I expect the creation of outlets providing delivery and carry-out only, without any accommodations for dine-in customers.  This is a huge opportunity for grocery stores as well.

For the next two or more weeks we will be living outside our normal patterns.  Disruption of our typical routine will certainly result in the creation of new habits.  Working from home, making greater use of technology and new applications will reveal better ways to accomplish our work.  I expect that our quarantine will be a catalyst for accelerating change.

Thank you for visiting our blog.

Jim Weber – Managing Partner, ITB Partners

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

 

 

ITB Partners March 20 Meeting Featuring David Shavzin

REGISTER NOW

About this Event

David Shavzin

David Shavzin, CMC, is a Certified Management Consultant, and a passionate and experienced exit and succession planning expert. He created The Value Track to help business owners improve profitability, build value and maximize their business transaction. A frequent speaker on these topics, David is President and a co-founder of Exit Planning Exchange Atlanta and past president of the Institute of Management Consultants – Georgia Chapter. David has over a dozen years of experience senior corporate roles followed by nearly 20 years of consulting to privately held businesses. His industry experience includes manufacturing, distribution, healthcare, and professional services firms: law, accounting, architecture, engineering, and design.

Date And Time

Fri, March 20, 2020

7:30 AM – 9:30 PM EDT

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Location

Bella’s Gourmet Kitchen

350 Embassy Row Northeast

Sandy Springs, GA 30328

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Part IV – It’s Not Who You Know, It’s Who Knows You! An Interview with Susan Knox of Corporate Connections

Susan Knox CEO Corporate Connections

Susan Knox of Corporate Connections is a tenth generation Georgian, with an exceptional reputation and network.   I am so pleased to have her on the ITB Partners Team as her business is unique and her personal story is compelling.  In fact, I thought you would find her story so interesting, I convinced her to sit for an interview.  This is the fourth and final installment of our discussion.

Jim:  “What do you recommend keeping one’s network alive and active?”

Susan:  “I say to make a list of people in your network. People you know from the PTA, your CPA, your Lawyer, someone in the church, your neighbor, or your kid’s baseball coach/parents. Literally, anywhere you have relationships, make a list of them.  Include people that you know who are either influencers or high-profile people who are actively networking.

 “One of the biggest deals I ever got was from a dentist.  I went to a new dentist and he asked me what I did.  I told him that I connected companies with capital.  His next patient told him that he had started a new company and that he was looking for money.  The dentist made the connection and I landed a great deal.  It’s because I visited him (dentist) and told him about my business. You would be amazed where new deals and new clients, or new employees can come from.” 

 Jim:Absolutely.  As I tell folks, Executive Search is like pure marketing, as everyone I talk with is either a potential client, a potential candidate, or a referral source to a potential client or candidate.”

Susan: “That is so true! ” 

 Susan went on to say that it is important to “say yes to new networking opportunities.” She said that to build your reputation as an influencer you must be visible so people will include you in their events.  She mentioned that she attends seminars and summits, not so much for the value of the content, but to meet the people that attend those events.

Jim: “What is the next thing you see for Corporate Connections?”

Susan: “Okay!  Great Question.  

“At the moment I am overwhelmed with new clients, and I am so grateful for that.  But I think I need to start conducting professionalism workshops.  Because, as you said, people often don’t know what they don’t know.  A lot of them grew up behind a (computer) screen and they don’t know the social graces. They don’t know how to shake someone’s hand, to look them in the eye, or how to dress.  I tell people that you are the CEO of your life.  You are your brand, regardless of where you are.  So, you had better protect it (your brand).  You must know what you are doing. “  

Jim: “Yes, if you step it up, and wear a jacket you can stand out.”

Susan: “I remember a time when I represented a Wealth Management Firm.  The Managing Partner asked if I would talk to one of the younger guys, a real ‘up-and-comer.’  He was a runner and wore a sports watch.  The Managing Partner wanted him to wear a dress watch.  Another situation was with a female who wore (gaudy) colored nail polish.  I helped them learn the value of proper attire and etiquette.  I tell people, ‘when you walk into a room, you notice people who are very well-dressed and put together. They just stand out.’   People are attracted to successful-looking people.”

 “I say the more high-tech we go, the more ‘old school’ I get.  People really appreciate a handwritten note or a phone call.  I have started working very hard to have more personal connections.   But you know, Jim, I’ve always been about my clients and my members.  I have focused on helping my clients with their social media, but not for mine (social media).   I can use social media to showcase the value of my network.   Going forward I aim to be more visible on LinkedIn.” 

Jim: “Thank you so much, Susan!”

Susan: “Oh, thank you!  It was fun.”

Thank you for visiting our blog.

Jim Weber – Managing Partner, ITB Partners

Jim Weber – Managing Partner, ITB Partners

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

Wendy Ellin to Present to The BENG Atlanta Chapter March 10, 2020

“It’s one thing to love what you do, and another to LOVE THE WAY YOU DO IT!” Wendy Ellin

About this Event

Wendy Ellin

Wendy Ellin is a Workplace Productivity Consultant, International Speaker, & Author of Enough Is Enough, Get Control of Your Stuff. Her insights into living an organized life are shared in her presentations with irreverence, humor, and a level of passion that motivates her audience to TAKE IMMEDIATE ACTION!

Wendy talks about real-life challenges that we all experience such as email overload, being on time (or not), reasonable expectations for getting things done, and much more. It is from Wendy’s 20 plus years in the corporate arena that she drew from her own successes by working smart, not hard—that inspired her to develop the tools and techniques for increasing workplace productivity and ultimately a renewed sense of peace of mind.

“It’s one thing to love what you do, and another to LOVE THE WAY YOU DO IT!” Wendy Ellin

Date And Time

Tue, March 10, 2020

7:30 AM – 9:30 AM EDT

Add to Calendar

Location

Bella’s Gourmet Kitchen

350 Embassy Row Northeast

Sandy Springs, GA 30328

View Map

REGISTER NOW!

Don’t Become Entangled in Their Pathology!

One of the benefits of a healthy economy is that people seem more optimistic and happier. Clearly, this has been the case for the past few years, especially 2019. By and large, the people I met and interacted with last year were much more positive about the future for their businesses. They were busy landing new gigs and completing work for their clients. They were pleasant and easy to be around.

 

That’s not to say that I didn’t interact with people or learned of situations that were most disagreeable.  My friend Faith often speaks of a coworker she calls “hair on fire.”   This person has a special knack for surfacing a crisis near the close of business on Friday afternoons.  Faith finds this irritating, a waste of her time.  In this respect, “hair on fire” is toxic.

 

One of my clients wasted a significant amount of time working with a potential strategic partner who promised her the moon.  This person talked about entering a joint venture partnership whereby they would split the profits from their projects.  My client began working with him in good faith but continued to ask for a document to define their relationship. The more my client asked for an agreement, the more belligerent he became. That document was never delivered and my client realized that her counterpart was insincere.  In the end, he exploited her expertise without compensation.  Fortunately, her investment wasn’t exorbitant.

 

A vendor for another client put his business in turmoil by failing to show proper accountability to his minority partners.  He didn’t include them in important decisions and was not forthcoming.  Not surprisingly, his partners resigned, taking funds owed them out of the company’s bank accounts.  This resulted in additional problems for the vendor as those funds were designated for merchandise already purchased. The list goes on.

 

As my business is about helping my clients become more effective, it’s important to help them understand the warning signs of a toxic relationship.  There is great value in avoiding the cost of a pathological relationship, so understanding the warning signs is useful.  Toward this end, I invested time in reviewing articles that discussed the personal attributes shared by successful entrepreneurs.  A summary of the attributes promoted is listed below.

 

Attributes of a successful entrepreneur:  Passion, strong work ethic, strong people skills, determination, creativity, competitiveness, self-starter, open-minded, confidence, disciplined, salesmanship, communication skills, peacefulness, poised, intuition, adaptability, opportunistic, resilient, bold, management skills, focused, accountable, skeptical, and a listener.

 

I find it interesting that these attributes not only apply to success as an entrepreneur, but they are also relevant to an employee, a senior executive, or for one’s private life.  The best summary I found was from Brian Tracy who identified five qualities:  Self-discipline, integrity, persistence, clear sense of direction, and decisive and action-oriented.  Of the articles I surveyed, Mr. Tracy was the only author who identified integrity as a key attribute for success. I find that surprising, however, I agree completely.  From my perspective, poor temperament and a lack of integrity are the primary indicators of a toxic relationship.  If that’s the case, how can one minimize their exposure to toxic people?  How can one resolve that question before entering into a business relationship?

 

When coaching Independent Consultants, I advise them to create an entry-level vehicle as a lead marketing strategy. This is a small project with a short time frame, reasonably priced to present a low-risk profile to the prospective client.   This project will validate your capabilities as you work to establish a relationship with the new client. These entry-level projects are opportunities to build trust, the foundation for a longer-term relationship.  If a relationship cannot be established, neither party has lost much in the process.

 

I believe this is good advice for entering into any relationship. Begin with a small commitment to validate the benefits of a relationship.  It’s the best way to manage risk.  Of course, there is a lot of work you can do to ensure a viable working relationship even before landing that initial contract.  As your prospective clients are interviewing you, you should be interviewing them.  It is advisable to talk with the client’s vendors and or customers to gain further insight.

 

Many people have great ideas and want to be in business for themselves. If they lack a few key attributes those dreams will never materialize.  Be on guard so you aren’t caught in their pathology.

 

Thank you for visiting our blog.

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

Jim Weber – Managing Partner, ITB Partners

 

What I Learned from Landry, Reeves and Ditka by Robert H. Steele, CLU, ChFC December  2003

 

NAHU member Robert Steele played wide receiver for the Dallas Cowboys in Super Bowl XIII and also held for extra points and field goals. His accomplishments in the insurance and benefits industry and his management, sales and organizational experiences very much mirror the discipline, single-mindedness and preparation that earned him a position on America’s Team. Mr. Steele is the founder and CEO of PrimeWire, an employee benefits technology company. He is listed as an active member in the Yearbook of Experts for delivering motivational sales speeches to the insurance and financial services industries. He is also noted for his inspirational speech titled “Dream Big Dreams,” which illustrates the steps to achieving innumerous goals.

Mr. Steele produced Million-Dollar Round Table production credits every year he was in personal production, beginning in 1981. He was elected to the Georgia House of Representatives in 1988 and served in the Georgia House in 1989 and 1990. He earned his bachelor of science degree in business administration from the University of North Alabama. You can contact him at rsteele@primewire.com.

Robert H Steele

Twenty-five years ago I graduated from the University of North Alabama with a degree in marketing. I didn’t know it then, but my first job would teach me more about business than I had ever learned in college. It would also help train me for all of my other jobs as well. Everybody’s first job should be like that.

In their particular market, the number-one organization in America offered me the opportunity to try out for employment. They did not guarantee me employment. I had to compete with 15 other people for the same position and work at least 70 hours per week without overtime before I was moved off of probation. The company was the World Champion Dallas Cowboys, who had just beaten the Denver Broncos in Super Bowl XII in January 1978.

I had played wide receiver in college and was All Gulf-South Conference my senior year. But I was not selected to play in any of the college all-star games. My football days were coming to a close. I was about to graduate and had no clue what I was going to do. Just six weeks from graduation one of my coaches called me into his office to tell me he had a job interview for me. A scout was in town to watch game films. He would put me through some drills and time me in the 40-yard dash. How about that for an initial job interview?

Within six weeks, 69 other free agent players and I had signed contracts to report to work. Along with 12 draft choices, we would fight for exactly five roster spots. Some odds!

Training camp lasted six long, hard weeks. It was a time of testing to determine both if your skills measured up and if you could stand up mentally to the task. Players were asked to learn their positions, all assignments, given new tasks the night before, and asked to perform them the next day without mistakes. Dreams were on the line, every day, and tensions flared.

Sixty-nine players were sent home and told to get a real job. Fortunately for me, I was the only free agent to make the team. Among the several notable players and free agents who did not make the team that year was Brian Billick, now the head coach of the Baltimore Ravens. One year later, I was sent off to the Minnesota Vikings. A year after that, I too was told to go find a real job.

But in my first job, I learned more from my manager and supervisors than can be shared in one article. The entire organization was first rate – a real blueprint for success. The people in key positions were given the responsibility to carry out their assignments. I just had to open my eyes and take it all in.

The management structure was very similar to most businesses. Mike Ditka was my manager; his manager was Dan Reeves. Dan Reeves’ boss and my ultimate boss was Tom Landry. I was able to spend time with each, in a variety of situations, and learn from the masters of the business. I did not know that what they were teaching me was about much more than football — it was about business and life in general.

Mike Ditka taught me about having passion for my job. You can only enjoy your work if you pursue it full speed with carefree abandon, and let tomorrow take care of itself. Without Ditka, I would not have learned to go full speed on every play, every day. In games and at practice, he inspired me to work harder, outperform others who were more talented, and make the most of each day. He believed in me and I worked my butt off for him. Ditka taught me about persistence and passion and being aggressive in everything I do. This made me a good football player but a better salesman.

Dan Reeves’ lessons were totally different. He taught me about the mental aspect of the game. Reeves inspired me to become a lifelong learner. His teaching skills and encouragement, combined with his lead-by-example-approach, showed me how to outwork and outsmart the competition. He taught me that talent only goes so far and that a free agent can be as good as or better than a draft choice.

Dan Reeves was a free agent, like me, who grew up near my hometown of Columbus, Georgia.  In fact, he often joked in training camp that it was his family from home, and not he, who was pulling for me to make the team. Dan Reeves taught me to be a good football player but a better manager of people.

Without even knowing he was teaching a course, Tom Landry taught me things not found in any MBA textbook. Landry’s philosophy, as head coach or CEO, was to coach the coaches (his senior staff) and let the coaches take care of coaching their direct reports – the players. This was at times misinterpreted as his being aloof from the players. As CEO, he created the vision, put together the game plan for execution, then trained the coaches on their responsibility to teach their individual players their overall assignments. It’s a winning philosophy. He proved it.

The training camp process was similar to rolling out a new product every year. First, goals had to be established. With input from his coaches and players, Coach Landry would create the team’s goals and write them on a chalkboard. All team members were also responsible for establishing personal goals, which had to be in complete accord with the overall team goals. Once the team goals were established, Landry got buy-in from each team member to be 100% responsible for helping the team accomplish our collective goals.

One of the more interesting learning experiences from my season with the Cowboys came from the motivational thoughts that were posted all over the locker room and practice fields. Landry would use motivational phrases from time to time to emphasize a particular point. At the end of one practice, he was talking about the game plan for the upcoming NFC Championship game against the Los Angeles Rams. One of the players questioned the amount of preparation for a particular play we were working on. Coach Landry paused and said, “I would rather be lucky than good. Isn’t it interesting that the better-prepared team always seems to have the ball bounce their way?”

That idea captures the heart of the Cowboys: Establish goals for every season, put the best team you can on the field, be overly prepared for every situation, know your competition, anticipate every move and take advantage of every opportunity! This is why the Cowboys became known as America’s Team. They were the first to use computers to analyze the tendencies of their opponents. They were adamant in building from within through the draft, not trading for players. And they demanded the utmost from every member of the organization.

Coach Landry taught me how to be a good football player and, more important, how to be a better CEO. He taught me how to lead by getting all levels involved. He taught me how to manage expectations of my direct reports and theirs. He also taught me that proper preparation prevents poor performance.

This on-the-job training in my first job was the best I could have ever received. My sales career, and ultimately my business career, was forever shaped by my first three supervisors.

The ability to participate in a large, dynamically successful organization taught me more about business and life in general than I ever learned in a classroom. I am a better salesman because of Mike Ditka. I am a better manager because of Dan Reeves. I am definitely a better CEO because of Tom Landry.

Earning the right to wear the silver and blue in Super Bowl XIII taught me to respect the game and seize every moment. My business career was forever shaped by Landry, Reeves and Ditka!

Thank you for visiting our blog.

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

Jim Weber, Managing Partner

ITB PARTNERS

Jim.Weber@itbpartners.com

North Fulton Business RadioX Interview, September  26, 2019

Author of: Fighting Alligators, Job Search Strategy For The New Normal

 

You Have The Prospect’s Attention: Now Close The Deal!

A close friend and associate, John, become a successful independent consultant after leaving his corporate career.  His transition was relatively easy as his network was strong, and he was well respected.  His network was so powerful that he seldom failed to close a deal where he had a first-party referral.  Those referral-based deals launched his career, with a little help from me.  His challenge was closing deals when he had a third-party referral or if he had surfaced the prospect. That was an important learning experience for John.

 

 

John had difficulty closing a prospect unfamiliar with his reputation.  We would debrief after those situations and I would offer suggestions to improve his technique. During this time, I recognized a self-destructive pattern common to inexperienced Independent Consultants.  John had difficulty selling himself.  Inadvertently, he repelled his prospects.

 

 

As discussed in my last post, prospective clients must become comfortable with the consultant.  They want to ensure that the consultant will make them look good.  Stated more bluntly, they want to ensure that they won’t be fired for letting a contract with an incompetent consultant, someone disruptive to the culture.  These are the same concerns any manager would have when considering a potential hire.  In John’s case, he struggled to make a connection.  He would launch into problem-solution mode before he fully understood the prospect’s concerns.  He didn’t ask questions that addressed their cultural imperatives and potential minefields.  He would pontificate about concerns the client should have but may not have considered.  John wasn’t necessarily wrong, but his delivery was off-putting, insulting even.  I could see how the prospect would be concerned about him.  I am certain they wondered if he would be difficult to manage and disruptive to the company’s management style.  He did not assuage their concerns.

 

 

I had a similar experience recently.  I was talking with a prospect about helping them through Chapter 11.  This was a third-party referral, so I had to sell myself to the prospect.  On my first visit, I focused on satisfying my need to ensure a successful outcome, rather than to understand their perspective.  I was preoccupied with trying to extract information about their financial reporting capabilities.  I was concerned that I wouldn’t have the information I needed to do my work.  I wasn’t putting the prospect at ease.  Looking back on the situation, it may have seemed like an interrogation to them.  They were on guard, looking stone-faced as they provided minimal information.  Fortunately, I recognized my mistake early enough to redirect my approach. I asked them to provide background about the cause of their financial situation and what they thought needed to be done.  Their demeanor changed immediately as they went into detail about their needs.  I had cracked the code!  I stayed with that approach, drawing them out with open-ended questions.  The more they talked, the greater my empathy for their predicament.  People don’t want to be told what to do.  They want to work with someone who will help them understand their problem so they can find a solution together.  This tact was the beginning of a relationship that led to an engagement.  It’s odd that I didn’t begin with this approach as it is my preferred style.

 

 

My initial tact with this prospect was a rookie mistake, uncharacteristic for someone with more than twenty years of experience.  Landing contracts is about building relationships.  The prospect wants to know that you have empathy for their situation, you aren’t judgmental, and understand their needs.  The most effective way to accomplish this is by asking open-ended, non-threatening questions.  This will help them open up to you.  Approaching them in this manner demonstrates your professionalism.  They will come to understand that you are sincere in your interest to help and that you are a fit with their culture.  Eventually, John learned this technique and became a consulting powerhouse.

 

 

Remember, from discovery to close, your prospect is evaluating you.  They want to know that your project management style fits with theirs.  They don’t want to inject a disruptive influence into their company. The client wants to enhance their reputation and keep their job.  They probably have more work in mind and would like to find someone to help them in the long term.  So, if you want to close more deals, take time to understand the client’s situation.  Ask questions to stimulate a dialog, generating information you need to help the client.

 

Thank you for visiting our blog.

I hope you enjoyed our point of view and would like to receive regular posts directly to your email inbox.  Toward this end, put your contact information on my mailing list.

Your feedback helps me continue to publish articles that you want to read.  Your input is very important to me so; please leave a comment.

Jim Weber – Managing Partner, ITB Partners

Jim Weber, Managing Partner

ITB PARTNERS

Jim.Weber@itbpartners.com

North Fulton Business RadioX Interview, September  26, 2019

Author of: Fighting Alligators, Job Search Strategy For The New Normal

 

November Atlanta BENG Meeting featuring Donna Gallaher

 

Join Us for the November Atlanta BENG Chapter Meeting featuring Donna Gallaher

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“Introduction to FAIR Quantitative Risk Analysis Methodology”

Donna Gallaher provides Information Security and Operational Risk Management Advisory Services giving Boards of Directors and Senior Executive Management Teams the tools and expertise they need to navigate the unfamiliar waters of evolving markets. We facilitate collaboration among your company’s business units to develop policies and operational risk mitigation strategies appropriate for your risk tolerance. Donna will present:

Date And Time

Tue, November 12, 2019

7:30 AM – 9:30 AM EST

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Donna Gallaher:

Donna Gallaher

Ms. Gallaher served as a C-Level Strategic Advisor in IT and Cyber Strategy for multiple global companies for over 15 years drawing from her previous successes in engineering, solution selling, IT operations and leadership. She provides value to clients by thoroughly understanding business and regulatory requirements, assessing obstacles and translating technical challenges into business risks allowing technology to function as a business enabler. Linkedin

Location

Bella’s Gourmet Kitchen

350 Embassy Row Northeast

Sandy Springs, GA 30328

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ABOUT BENG:

The Atlanta chapter of the Business Executives Networking Group (BENG) is a multidiscipline, independent group of job seekers, those currently employed and business networkers, who are willing to help others. Current membership includes mid to senior-level executives with over ten (10) years of business experience. Past attendees have come from financial management, information technology, legal, manufacturing, engineering, transportation, logistics, distribution, and general management industries. We actively seek new members from all disciplines.

 

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