Tag Archives: etiquette

Administrative , , , , , Leave a comment

Business Meeting Etiquette

by

We are now on the other side of Memorial Day Weekend.  For many Freelance consultants,  the start of Summer means that work assignments wrap up and one wonders not only how to make good use of time,  but also how to create the conditions for a profitable September and fourth quarter.  Over the years,  I’ve found that a surprising number of decision-makers are also less busy in Summer and are therefore more amenable to scheduling a meeting with me.

On the other hand,  you may be very busy working with a client who must have a certain initiative up and running right after Labor Day.  You may be leading a team and thus responsible for achieving milestones,  disseminating information and maintaining team member enthusiasm and focus during steamy Summer days,  all of which will cause you to occasionally schedule meetings.

Regardless of your motive,  take steps to ensure that your meetings are perceived as worthwhile by those who attend.  Define a clear purpose and use that to create an agenda.  If you are a project leader,  you must identify questions that need answers,  confront current or potential roadblocks,  or possibly evaluate the need to make adjustments to the project scope or its time-table.  Next,  decide who should attend and begin the scheduling process.  Invite only the stakeholders: those who are carrying out the project,  the project sponsor and those who will be directly impacted by its outcomes.

To win a client meeting,  your agenda is to articulate the value of what you propose and convince the prospect to meet with you and ultimately,  offer you a contract.  A telephone call in which you propose a meeting is the simplest approach,  unless you can arrange to  “accidentally” encounter him/her at some location and  make an in-person request.

When bringing together your team,  a group email is the preferred method of contact and within it state the purpose of the meeting;  who will be asked to present;  any materials that team members should bring along;  and the expected length of the meeting.  In both scenarios,  offer two or three possible date/time options.  When a date has been chosen,  immediately send a confirmation email and reconfirm 24-48 hours before the meeting date,  with an agenda and relevant reports attached for the team meeting.

Set a good tone by opening your meeting no more than 5 minutes after the official start-time and by warmly greeting participants and thanking them for attending.  Remember at the start to properly introduce any guests or anyone who is new to the team,  stating proper names,  job titles and role on the project.  Have hard copies of the agenda and any meeting materials available for each attendee,  no matter that those were sent with the confirmation email.

Move through the agenda items and get resolution on each one,  even if that means follow-up is needed.  Encourage attendees to participate and enforce good manners.   Make certain that no one gets shouted down and that everyone who would like to contribute gets a respectful hearing.  Ask that only one person speak at a time and that those who would like to speak first raise their hand to be recognized by you,  the presider.   End the meeting on time,  unless participants agree to stay longer to complete unfinished items.

If the meeting is held in a restaurant,   you called the meeting and you pay the bill.  If you are a consulting project team leader,  confirm reimbursement procedures with your company contact in advance.  If you meet with a client,  arrive at the restaurant 15 minutes early and arrange a discreet payment protocol with the host,  so that an awkward moment is avoided.

Enlist a meeting note taker,  or take them yourself.   Within 72 hours after the meeting,  send to all participants a draft copy of the notes and invite corrections.  When corrections have been made,  send the final copy to all who attended and also to the project sponsor,   whether or not s/he attended.  If meeting with a client,  send a thank you letter that is hard copy or an email,   in which you document any agreements and action items.  Make sure that all meeting participants carry through with their follow-up commitments in a timely fashion.

Happy Summer and thanks for reading,

Kim

Marketing , , 2 Comments

Holiday Greetings!

by

Freelancers know that our business is only as good as our relationships and our relationships are our responsibility to cultivate and nurture.  One of the ways we do this is by sending December holiday cards to clients.  Show appreciation for the business you’ve been awarded and make this small,  yet important,  gesture that is a good relationship building block. 

Sending physical holiday cards,  as opposed to email greetings or e-cards,  demonstrates that you are a gracious and thoughtful professional,  willing to take the time to properly acknowledge and thank your clients at this special time of year.   When you send to your clients a genuine holiday card,   it shows that you understand and respect business etiquette.  Sending  holiday greeting cards is good for business relationships and for business.

 Holiday cards are an inexpensive and effective marketing tool.  They don’t take much time to write.  Your clients will be flattered to receive one from you.  Many business owners and Freelance consultants do not send December greetings to their clients any more  (or if ever),  so when you make the effort to send the card,  you communicate an important statement about who you are and your approach to doing business.  Sending holiday cards helps to distinguish you from competitors,  guards against your being viewed as just another vendor,  enhances your brand and shows clients that you value them.

When shopping for your card,  take special care to select one that will represent you well and will leave the desired impression with the client.  Because it is possible that you’ll have on your list clients who are neither Christian nor particularly religious,  avoid cards that depict a nativity scene or other Christian imagery,  or cards that contain a religious message. 

Scenes of winter or Poinsettias (for example),  with  “Seasons greetings”  or  “Happy holidays” printed within is the business-appropriate choice.  Spend the money to buy a good quality (but not lavish) card.  A small and tasteful card will be perfect.  Expect to pay about $20.00 for a box of 8 cards.

Next,  consider who should receive a card.  Along with current clients,  you’ll also include any clients you’ve worked with during the year.   I send cards to all clients I’ve worked with over the past five years,  as a way to keep my name in front them and remind them that they have not dropped off of my  radar screen.  Later in the new year,  when they’re thinking of whom to call for a project,  I want my name at top-of-mind,  if possible.  BTW,  it’s good to verify that clients from the past are still in the same posts,  so a visit to the organization website or call to the main switchboard will save you from wasting a card.

If you are a very organized Freelancer and had the foresight to order holiday cards printed with your name and business name back in November  (unlike your Diarist),  personally sign your name to the card anyway and write a brief handwritten message.  Along those lines,  do not use pre-printed address labels.  Keep the personal touch going by handwriting the client’s name and address on the envelope.  Verify job titles and always use honorific titles  (Mr. or Ms.).

Lastly,  get your cards stamped (no religious stamps,  use holiday stamps if available)  and to the post office no later than December 15.

‘Tis the season,

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

Manners Maven

by

A couple of years ago,  I had coffee with a very successful risk management Freelance consultant.  As we chatted about business,  he related an interesting story about a client who hired him earlier in the year.  The client told him that he had interviewed several candidates for the project and all were highly qualified. 

His team chose this particular gentleman because he had the best manners.  (I always knew he was a classy guy!) After considerable  experience in working with Freelancers,  the client and his team concluded that good manners matter and just about everything else can be learned on the job. 

I’m not  sure that many project leaders consider manners and etiquette as prime factors in the Freelancer hiring process,  but I am certain that poor business etiquette will have a deleterious effect on that decision.

Business schools and even medical schools have finally begun to address this previously overlooked soft skill.  Most of us have had enough of the me-first,  I’m entitled,  self-absorbed behaviors that have migrated from so-called reality TV shows and into daily life and work.  As antidote,  here are a few tactics that will incorporate some subtle niceties into your business communications and interactions:

1.  Dial your business phone and listen to your outgoing message.  Does it sound professional and welcoming?  Would you want to do business with the person who created that message?  If your OGM is less than pleasing,  re-record and smile as you speak.  Smiling forces us to slow our speech,  enunciate clearly and adopt a pleasant tone of voice. 

2.  When in a meeting,  devote your full attention to the proceedings.  Turn off your phone,  computer (unless you will use it to take meeting notes) and all other electronic distractions.

3.  After meeting with an associate who is helping you in some way,  send to that person a thank you email within 24-48 hours.  Especially if your meeting was with a client or prospect,  recount major points discussed and confirm any agreed-upon actions. 

4.  If a business meeting is held in a restaurant,  the person who initiates the meeting pays the check.  When meeting with a client or prospect,  offer to pay the check even if that individual requested the meeting.

5.  When meeting prospects and colleagues at a networking or similar event,  refrain from pushing your business card onto every person that you encounter.  Save the card exchange for those with whom you have a discussion that points to follow-up conversations.

6.  Treat assistants with respect.  If the assistant is someone you will speak with more than once,  ask his/her name,  remember the name and greet that individual by name  on subsequent visits to the office.  Be advised that the assistant may control access to the client.  If you are rude or dismissive,  word of such behavior will be passed along and it could cost you.  Besides,  assistants often have information that may help you to sell your services.  Be nice and make the assistant your ally.

7.  At Christmas,  send a card to all clients with whom you’ve worked over the last 3-4 years.  It’s good business to stay in touch.

8.  When an invoice is 45+ days old,  contact the accounts payable or finance department and confirm that the invoice was received.  Could it have been lost? Unless the invoice is 90+ days old,  avoid contacting the client about billing matters.

Thanks for reading,

Kim