Referral Etiquette Part I

I love to connect people.  If I can bring people together and set them on the road to doing some business, then I am a happy girl.  Just last week I was able to connect Dave and Denise.

Denise was my former student in the business plan writing course that I teach at the Center for Women & Enterprise cweonline.org.  Denise is a smart cookie:  a  no-nonsense, ex-Lotus,  seasoned professional who was savvy enough to see a need within the small business milieu for the competencies she had honed in the corporate sector and disciplined enough to successfully transfer those competencies into her own business venture.

At CWE,  Denise wrote the plan that launched her tele-sales call center business.  Denise sets up permanent or temporary call centers for organizations that require an inside sales force.  She works with business owners or department managers to discuss the product/service that will be sold,  works with that person to articulate key selling points and benefits,  advises the owner/manager on how to run the call center, trains the tele-sales staff and is available for follow-up advice.  She has a good business.

Dave is a colleague in a Cambridge Chamber of Commerce sponsored networking group cambridgechamber.org.  Dave works with businesses that are looking to upgrade their telecommunications systems,  or better integrate those systems with other IT functions. He is often brought into a workplace that is relocating or making space changes within its current location.

Dave’s challenge  is lead generation.  Experience has shown him that personal outreach, rather than direct mail or email campaigns,  is the best way to find prospects.  He had wondered if  it would be more efficient to hire one or two part time sales people to make calls and pre-qualify prospects for his follow-up.  After pondering the notion for a few months,  he announced his intention to pursue that strategy at our monthly networking meeting.  I immediately suggested that he speak with Denise and sent him her contact information, urging him to use my name.

Dave contacted Denise a few days later. They met for coffee and discovered that they know a few people in common.  They also confirmed that Dave’s inside sales force plan is likely to reap the desired benefits.  Both parties emailed to thank me for the referral and let me know that they will work together on the lead generation tele-sales project.

So  my referral was successful.  You can do that, too.  Next week,  I’ll give a few useful tips that will help you create winning referrals,  whether you give or receive (the idea is to do both!).  Until then, remember that  people do business with people they know and like.  They do  more business with people they trust and respect.

Thanks for reading,

Kim

Going up! Expert Elevator Pitch

I don’t want to brag, but…oh, yes I do and so do you! We just need to figure out how to tell people how amazing we are, how talented and lovable, without being obnoxious.  Bragging is a turn off and nice boys and girls don’t.

But how do you let colleagues and prospects know what you’re good at? How do you network if you don’t know how to put your story across?

Every Freelancer needs a first rate elevator pitch.  A Freelancer must be able to position him/herself as an expert, a capable problem solver who can get the job done and is therefore worthy of important assignments.

A basic elevator pitch can be broken down into three  parts:

1). What you do

2). For whom you do it

3). Outcomes and benefits derived

What You Do

Concisely describe your service in straightforward and uncomplicated terms.  Challenging economic times can bring the temptation to be all things to all people–let’s face it, if there’s a legal way to get paid we’ve gotta bring it on.  Still  clients,  prospects and referral sources want to know what you are known for.  Help them out and develop a niche.

For Whom You Do It

Who are your typical clients? What are they looking for when they call you? What kind of pain are they in? Prospects and referral sources need to know who you typically do business with. They need to know who might need you.

Outcomes and Benefits Derived

What’s in it for the client who hires you? Describe the problems you solve, the money you help clients make or save, how you make them look good.  Mention an advantage  or two that distinguishes  you from competitors.  Stay on top of what is going on in your client’s industry so you’ll know how to position your services in relation to the hot issues.

Practice your elevator pitch until you’re comfortable with your phrasing.  Make sure it sounds natural for you and that it will spark the interest of your target customers.  A basic elevator pitch should take you less than a minute to present. Your pitch can serve as a  self introduction and will also allow you to transition into a more meaningful discussion of  your services should an interested party want more info.

Use your bragging skills, artfully packaged in a good elevator pitch, to establish your reputation as a results-oriented professional and an available source of useful information in your area of expertise.

OK,  so now that you know how to create and deliver an expert elevator pitch,  it’s time to do some savvy networking!

More later,
Kim