Monthly Archives: August 2012

Administrative , Leave a comment

Ace the Thank You Letter

by

The month of August seems to have put me on a business etiquette soapbox,  so I’ve decided to conclude the month with a few pointers on how to write a thank you letter.  In business,  one cannot underestimate the importance of expressing thoughts in writing.  It is important for a Freelance consultant to know when and how to properly thank a client or colleague.

Unfortunately,  many people get a little flummoxed by thank you letters.  We know we want to express our thanks,  but we don’t always know what to say.  We don’t want to sound too impersonal and neither do we want to gush.  Keep things in perspective by approaching thank you letters as acknowledgements and understand that they are not entirely different from the email that you write to a client to verify what was discussed and agreed upon in an important meeting.  Best of all,  thank you letters are a lot easier to write.

It is likely that a meeting precipitated the occasion to thank someone and it is best to send your thank you card or letter no later than 48 hours after that meeting.  Rather than sending an email,  show your business etiquette bona fides by using quality stationary or a business note card  (your own personalized stationary or cards have the most cachet) and sending your thank you via the postal service.   A thank you card will be hand written by the sender and a thank you letter will be typed and signed by the sender.  The tone will be friendly,  yet professional.

Begin you note or letter by expressing your gratitude for the meeting  “Thank you for meeting with me on_____”   or “I appreciate that you were willing to meet with me on_____”.   Next,  reference a key point or two that surfaced during the meeting,  such as the usefulness of information shared,  appreciation for a client referral or introduction made,  assistance or advice given,  etc.   I like to send thank you letters to clients when a project has concluded and thank them for awarding me the contract and letting them know how much I enjoyed working with them.  It’s all about relationship building and creating repeat business.

Thank you notes and letters are typically brief.   After you’ve stated the reasons for expressing your thanks,  move toward the close by thanking the recipient again  “Once again,  thank you for meeting with me…”  Set the stage for future contact with  “I look forward to working with you again…”;  “I look forward to seeing you at the _________Conference…”;  or whatever fits the context and your relationship.

Complete your note or letter with a salutation that suits you and the relationship you have with the letter’s recipient:

Best regards

Kind regards

Warm regards

Yours truly

Thank you letters are an important step in relationship building and maintenance and an important building block of your brand,  that is what you are known for and the image you project to others.  I suspect that many in business do not take the time to write thank you letters.  They may think about doing so,  but find the process intimidating.  They procrastinate and then decide that too much time has passed.  Now that the process has been deconstructed,  you’ll be ready to confidently and expertly write a thank you letter to someone who has come through for you.  It’s a small effort and it will be greatly appreciated.

Thanks for reading,

Kim

Administrative , , 2 Comments

Power Lunch Etiquette

by

When establishing a relationship with a new or prospective client,  or sorting through a big and important project,  stepping away from electronic forms of communication and choosing to arrange an old-school  face to face meeting is the the most practical route.  So many vibes and nuances require that the parties be in the room together.   Inviting a client to leave the office for an hour or so,  away from various distractions,  is a smart move that will pay many dividends.  Lunch with a current or prospective client,  or with a colleague you’d like to know better  is invariably more productive and pleasurable than an office meeting.

I use here the example of  lunch,  but your client’s schedule may indicate that a breakfast meeting or afternoon coffee will be preferable.  If getting the client out of the office proves impossible,  offer to bring breakfast or lunch to the office.  It ‘s not ideal,  but I’ve found that a little food makes for a more relaxed meeting that sets the stage for candid conversations and relationship building.

Power lunch etiquette begins before the two of you sit down to eat.  It starts with the invitation.  When it is extended,  suggest two or three restaurants with good reputations that are convenient to the client’s office.  Welcome suggestions from your guest.  You’ll select the client’s choice of restaurant,  of course,  and remember to compliment his/her choice.  Visit the website,  peruse the menu and make a reservation if required.

Be sensitive to your client’s dietary requirements and preferences.  Whether or not there is a medical reason,  many people  (especially in the Northeast and the West Coast)  are following vegetarian,  gluten-free, vegan,  raw, etc. diets.  “As the host,  it is your responsibility to ensure that your client’s experience is pleasurable”, says etiquette expert Tina Hayes.  “Pay attention to details”.

Confirm the meeting time and place with your client/guest and the reservation with the restaurant the day before.  Exchange cell phone numbers in case one of you is delayed.  You will arrive at the restaurant 10-15 minutes early and give your credit card info to the host and request a quiet table that is suitable for talking business. Then wait in the reception area.  When your guest arrives, turn off your phone so that you won’t be interrupted.

As a general rule,  it is inadvisable to immediately plunge into a business discussion as soon as your guest arrives.  Be prepared to make small-talk and have a couple of non-business topic sready,  to allow both of you to relax and get to know each other in a different context  (avoid politics or any other potentially controversial topics).  Let your guest know that it’s OK to order a drink if he/she likes and if you’re meeting on a Friday,  that just may happen.  If your guest orders a drink,  you may also order one.  If your guest abstains,  you do the same.

Wait until the meal has been ordered and beverages have been served before easing into the business talk.  Focus the conversation around your guest and give him/her a chance to open up.  Do that by asking about business,  projects that are in progress,  what’s on the drawingboard for the future.  then inquire as to how you can help and what needs must be urgently met.

Be mindful that you must pace the discussion and be respectful of your guest’s time.  Plan on 75-90 minutes for the average business lunch and 45-60 minutes for breakfast or coffee meetings.  When finished, express your appreciation for the client’s time.  Send a written thank you note (not an email).

Thanks for reading,

Kim

Professional Development , , , Leave a comment

Get Your First Impression Right the First Time

by

Congratulate yourself.  You were lucky enough to get a good referral from one of your clients and you’ve been invited to meet with your newest prospect.  Because you’re smart enough to know that first impressions set the stage for success in any relationship,  you want to get this right. 

Allegedly,  there is research that shows a prospect will decide whether he/she might be willing to work with a Freelance consultant within five seconds of their initial encounter.   To get the most of those precious few seconds,  why not do some preparation to make sure that your first impressions do the job for you—and not on you!

Keep fit

Good health gives you a glow that makes you appear more attractive and competent.   It’s not necessary to emulate a runway model or ironman triathlete.   Just follow some sort of fitness regimen that suits you,  whether it’s 3-4 hours/week at the gym,  biking or walking to work,  or maybe playing in a softball or volleyball league.  Regular exercise brings many benefits,  including more restful sleep,  decreased levels of stress and higher self-esteem.  

A diet that includes plenty of fresh fruits and vegetables and modest amounts of protein and carbohydrates,  about 60-100 ounces of water each day and limited alcoholic beverages  is the other half of a good fitness regimen and will make you look alert and capable.  Top it off by getting seven to nine hours of sleep each night and abstaining from nicotine.

Visual signals

Like it or not,  everyone makes snap judgments based factors such as looks,  weight,  hair,  jewelry,  make-up,  facial expression and more.   Be sure your visual signals  communicate that you are the type of person your prospect will want to do business with.  Always look sleek and professional,  neither too casual nor overly formal.  If possible,  find out what the company dress code norms are before  your meeting.  However,  even if the company dress code is jeans and polo shirt,  you must do a little better  (think business casual in that instance).

Good greeting

Your greeting consists of your smile,  your words and your handshake  (or bow, as appropriate).   A smile conveys that you are pleasant and approachable.   The words you choose for your greeting should be appropriately formal and never too informal.   Your handshake should be firm and neither limp nor crushing.   Lastly,  make sure that you use the appropriate honorific:  Mr.,  Ms.,  Admiral,  Captain, etc.,   to demonstrate that you’ve done your homework and know how to address your prospect.

Smart agenda

A huge part of  first impressions hinge on whether you seem confident in yourself and what you have to offer.  Your prospect will sense whether you are prepared for the meeting,  or if you’re just winging it.   Therefore,  it’s important to know what you’d like to accomplish in the meeting.   A few days before the appointment,  start jotting down possibilities and come up with three or four reasonable meeting objectives.   Preparation radiates a poise that communicates credibility and competence.

Rehearse entrance

Now that you have all the components for creating a winning first impression,  give yourself the benefit of a dress rehearsal.   Practice how you’ll enter the room  (or if the prospect comes to you,   how you will stand and greet him/her),  how you will express your greeting and how you will shake hands or bow.   Rehearse it until you are comfortable with all aspects,  including the goals of your meeting agenda.  If possible,  videotape it and critique.  Good luck!

Thanks for reading,

Kim

Marketing , , , Leave a comment

Do Not Sell Your Elevator Pitch

by

The elevator pitch gets a lot of attention.   Much has been written about its importance and how to get it right.   Unfortunately,  most of the so-called experts cannot help us get our elevator pitch right,  because they don’t understand what it’s about.

The original purpose of the  “elevator pitch”  was to have something relevant to say about your business if you happened to encounter someone who could potentially become a client.   Over time,  its purpose was corrupted and it metastasized into a sometimes smarmy self-promoting sales pitch that prospective clients didn’t want to hear.   Most of us forgot,  or perhaps never realized,  that  an elevator pitch was never meant to be a sales pitch.    

But we’re Freelancers and we need to self-promote because we need to plant the seeds for new assignments so we won’t starve to death!  Isn’t that what an elevator pitch is for? If it doesn’t sell us,  then how do we introduce ourselves to prospective clients?

Take heart,  gentle reader.   As we all know,  it’s not what you say,  but how you say it.   It is more advantageous to present oneself in a way that does not reek of obvious selling.   What Freelancers need is an elevator pitch that not only can open up the possibility of a sales opportunity,  but can also be gracefully inserted into a casual conversation.

The well- made  elevator pitch presents you and your offerings in a socially acceptable manner,  with no  obvious  sales pitch.   You’ll be able to roll it out at a backyard barbecue or a wedding reception,  without making people cringe.   To do it right,  it is necessary to learn how to introduce yourself and your business concern in the context of social conversation.

According to Geoffrey James,  author of  “How to Say It: Business to Business Selling”  (2011),  break your elevator pitch down into three parts.   First,  come up with one  sentence that will Position your business.   That sentence will describe what you do for clients in easy-to-grasp language and will state a benefit  that could be of interest  to the person who asks about your professional  life. 

The beauty of this sentence is that it will start the process of separating the wheat from the chaff by revealing the questioner’s level of interest in what you do.   If that person shows only polite interest,  you’ll know that you’re not speaking with a prospect and can move on to  other topics.   But if he/she asks something like  “How do you make that happen”?,  you may have a live one.

If your questioner shows knowledge and interest in your field of expertise,  then proceed to level two and Differentiate what you do by giving examples of what distinguishes you from competitors.   “Some of my clients begin to receive the desired return on investment within three to six months after implementing the business  strategy plans that come out of the sessions I facilitate for them”.   “We have extensive press contacts that will allow us to roll out the PR strategy you need to make your business appear reliable and trustworthy to your target customers”. 

If your questioner continues to demonstrate interest and ask relevant questions,  then advance to level three and open a Conversation.   Ask an open-ended question to verify whether you are speaking with a potential client,  or just someone who is bright and curious,  but cannot hire or refer you.   Maybe  ask something like,  “Does your company have these kinds of needs?  If so,  how are you getting the job done”? Drill down further with,  “Do you have an impending project on the drawing board”? The answers you receive will let you know who you’re dealing with.

If you’ve done things even half way right,  maybe five minutes have elapsed during which the other  person has done much of the talking and you the listening.  If it makes sense to keep the conversation going,  it’s time to  ask for a Meeting,  since  1.) Follow-up is an essential component of success and you don’t want to let an opportunity slip through your fingers and  2.) You are at a social event and you don’t want to be crass and ruin the mood by continuing to talk business.

You might propose it this way:  “If you’re open to talking a little more about how I can help you with  (insert prospect’s concern),  I’ll be happy to sit down with you.   How do I get on your calendar”?

A more cautious approach is,  “If my company were able to handle  (insert prospect’s concern),  what are your thoughts about us getting together so that you can learn more about what we do? Can I get on your calendar”?

So there you have it.  A straightforward and brief elevator pitch strategy that is a real conversation and elicits useful information for both parties.  It is not a sales pitch.  Now all you have to do is put yours together.

Thanks for reading,

Kim