Tag Archives: relationships

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Newsletters Are Back

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Marketing mavens have rediscovered the newsletter. After a period of what could be called benign neglect, when this once standard marketing tool fell out of favor and was sidelined, the reappearance of newsletters represents a long overdue acknowledgement of data-verified performance results. Without question, the newsletter has for several decades been among the most effective promotional and relationship-building resources in a marketer’s arsenal.

Some of you reading now may have once looked forward to receiving a favorite newsletter that was delivered by your postal service. Then, in the early 2000s, your humble newsletter demonstrated its agility and responded to the new technology known as email, and seamlessly adapted from hard-copy to digital format. In fact, it can be successfully argued that the multi-faceted, hard-working newsletter was the original email marketing content. The format has again demonstrated that it is an effective, and therefore valuable, component of well-conceived marketing strategies and campaigns. Marketing thought leaders have joined the cheering section, calling digitally distributed (i.e., email) content marketing as foundational to long-term business growth.

Newsletters by definition are communication tools that facilitate engagement and relationship development with readers—that is, current clients, past clients, prospects and also colleagues and peers who’d like to familiarize themselves with your business—and you. According to a 2026 report published by Newsletter Industry Statistics, 78% of B2B marketers use newsletters to generate leads and 60% say newsletters are their top driver of customer retention—which, BTW, invites repeat business. A well-composed newsletter can showcase your entity, and you, in many ways:

  • A platform for you to tell your brand story
  • Cultivate client relationships, inspire trust in prospects, re-engage past clients
  • Demonstrate your thought leader expertise
  • Nurture brand loyalty
  • Make announcements and updates
  • Present product or service spotlights
  • Generate website traffic and sales

Because your newsletter is capable of influencing more people than you may realize, and in more ways than you might imagine, it is imperative that you make it a good read. You have a story to tell; ensure that the information you share is relevant, timely and compelling. Spice up the text with a splash of appealing visuals that aligns with your narrative, using both still images and (short) video clips. Be sensitive to reader attention spans as you compose your newsletter: three pages, or about 500-600 words, is probably suitable for most but still images will expand the page count. Furthermore, your newsletter (and all of your marketing emails) should adhere to mobile device specs, because 60% will be opened on mobile. As for scheduling your newsletter, monthly is an acceptable frequency known to build and maintain reader engagement.

Make it relevant, visually interesting and personal

Before you commit to producing a newsletter for your Freelance entity, decide what you’d like your newsletter to do for your business? Would you like to increase brand awareness, generate leads, nurture relationships, or boost sales? In most cases it’s all of the above, but it makes sense to know your destination before you set off on a journey.

When you’ve clarified the purpose, you can confidently choose topics for articles and other content that will guide your creation of an effective marketing tool. Your customer relations management data will reveal what your clients want to know and, even better, can segment clients into groups based on relevant distinguishing criteria, such as for-profit or not-for-profit designation, pain points or goals that motivate clients to seek out your solution, purchase history, or frequency. By segmenting your audience, you can then tailor certain elements of your newsletter content to each group and in that way enhance the relevance, personalization, engagement and, ultimately, sales revenue generated. Artificial Intelligence software will optimize the insights provided by your CRM data, that can accurately pinpoint client preferences, priorities, behaviors and challenges. Moreover, AI software such as ChatGPT, Grammarly, Ideamap, or Microsoft Copilot, for example, can facilitate the brainstorming and idea generation process and present to you potentially dozens of interesting newsletter topics that would address the focus of your target newsletter reader groups.

According to data reported by Exploding Topics, approximately 72% of newsletter subscribers are motivated by a desire to either stay up-to-date with company happenings or learn about a topic of interest when they choose to subscribe to a newsletter. Surprisingly, when given the option of receiving updates about your brand by way of social media or an email newsletter that slips into their inbox, 90% of readers choose to receive your newsletter.

So there is your mission—identify headline topics that will be segmented by personalized interests and priorities and made available to readers based on what resonates most, as a way to encourage relevance and value that readers will associate with your newsletter, as well as your company. With assistance from your CRM and AI resources, you will learn which topics that a critical mass of readers would like to take a deep-dive exploration into, and also topics for which they’ll be pleased to receive just basic info. Lastly, readers will appreciate quick and visible access to links that announce upcoming events, perhaps some in which you’ll have a featured presence, such as a podcast, webinar, or teaching assignment. Ideally, your newsletter will function as a portal for conversation with your clients and prospects. Make it interactive by including a mix of content that they’ll anticipate reading every month, such as:

  • Links to your blog or other useful articles
  • One deep-dive article
  • Poll or survey
  • Product or service spotlights
  • Call-to-action
  • Special events—your speaking or teaching engagements, participation in charity events

Thanks for reading,

Kim

Image: courtesy of the Louvre Museum, Paris, France. Muse Reading Greek (Boeotia) circa 435-425 BC

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The Value of Networking

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Relationships are the beating heart of humanity and a factor that, for better or worse, impact your fortunes in life. In the professional sector, the process of networking presents opportunities to meet business colleagues with whom you might cultivate (mutually) productive relationships. Your willingness to meet and greet colleagues you encounter in various settings can open the door to relationships that bring tangible benefits to your business or career. Wherever conversations and handshakes can take place, even the sidewalk in front of the Apple store where a crowd of hopefuls waits to buy the next cool device, can be a networking opportunity.

Whether by intention or by chance, you never know how or when you’ll meet someone who will bring a positive impact to your life or business. Networking, wherever it occurs, is a low-risk gamble that can deliver a sizeable pay-off—information or insights that sharpen your business acumen, an introduction to a prospective client—or maybe finding a great tennis partner. Whatever happens during your adventures in networking, the benefits you receive will be better if you prepare in advance for the experience.

Develop objectives

As noted, networking has the potential to have a powerful influence on your business and for this reason, a well-planned marketing strategy will not overlook this resource. Smart Freelancers take networking seriously; you get the ball rolling by first strategically evaluating the potential value of the networking events you might attend. In other words, it’s important to understand why you think it’s a good idea to attend certain events? “To network” is an incomplete answer. What do you want to happen?

Well—maybe you recognize the name of the speaker and you like the topic? You could pick up some useful information and hope to reconnect with an acquaintance or two whom you haven’t seen since the pandemic. You’ll be off to a good start with those two objectives. Now, consider if there is some information or insights your colleagues, if they show up, might share with you? Could it be that you’re thinking of offering a new service, or you’ve been investigating the potential of a niche market and one of your buddies could give you some feedback? Or maybe the program speaker can address your questions with you privately, after the talk? Now you’re on your way!

Networking requires a certain amount of time and money and you owe it to yourself to create a rational business case for your networking “why” by developing objectives that can be tied to tangible business outcomes or support one or more objectives. Networking needs an agenda, like touching base with a colleague or two because your recollection of their experience and relationships makes you suspect that either or both could give you some actionable input.

Be sure to check out the RSVP list, which the event organizer may have posted on the website, and confirm that your buddies—or someone else you’d like to meet—plans to attend. Whether or not you see familiar names on the guest list, there are basic questions that can serve as your networking agenda and almost guarantee a successful outcome, however modest. 1.) Meet a client. 2.) Get a referral. 3.) Get information. More potential agenda items are listed below.

  • Customer acquisition: Are you looking for new clients? Learn how clearly and concisely describe the profile of your ideal customer to colleagues you meet and connect with.
  • Strategic collaborations: Do you need a business partner or investor? Or maybe you’d like to find a Freelance videographer to join you on a project every now and again?
  • Investor: If your company is thriving and scaling in the form of growth or expansion is on your mind, you may be on the lookout for a knowledgeable and trustworthy investor who is willing to help you fund the plans for your enterprise.
  • Research & feedback: Is there a new product or service you’d like to test the waters with? Obtaining direct, first-person feedback from potential customers or industry peers provides useful, actionable, insights.

Attend the right networking events

Not all B2B networking events will be appropriate for your industry or business objectives. The “best” events depend entirely on what you’d like to make happen. You wouldn’t wear a tuxedo to a casual coffee meetup and similarly, you shouldn’t attend an emerging technology summit when you’d like to meet HVAC (heating, ventilation, air conditioning) specialists.

When investigating your networking possibilities, consider the event’s audience and how connecting with those who attend will be beneficial for you and therefore worth the time and money you’ll invest. Start with your objectives, then match them to the right event and develop a reasonable agenda that puts you on a path to a worthwhile networking outcome. Don’t forget to check the Small Business Expo’s Event Calendar for upcoming networking opportunities designed for for small business owners in your area.

Pre-meeting prep

Once you’ve chosen your event, devise your onsite strategy, from the initial meeting with colleagues to conversations that can segue into “What brings you here and what do you do?” questions to graciously inviting follow-up, if a post-event conversation appears to be mutually agreeable. If one or more colleagues are on the RSVP list, consider how your target contacts might be able to share info, give feedback, make a referral, or make an introduction on your behalf. You can rehearse how you might adroitly make the ask.

  • Research attendees: Most nationally known professional associations, industry expos and skills-building conferences post attendee lists on the program website; meeting organizers recognize the selling power of knowing who is on the RSVP list.
  • Upgrade elevator pitch: Meeting colleagues while networking is similar to an interview with a prospective client. In both instances, you must concisely and powerfully articulate your value proposition; as you describe your solution will help your a prospect to resolve a pain point or achieve an important goal. Distill your pitch until you can effectively deliver it in 20-30 seconds.
  • Note-taking app: Immediately after a conversation with a colleague, make it fast and easy to document key details of the conversation and future actions. A note-taking app will allow you to efficiently capture and organize your thoughts expressed as notes, drawings, images, or URL links and store it in the cloud for you to access on your devices. Expedite personalized follow-up by recording names, company, industry or expertise, discussion topic and agreed-upon future actions. Adding details (e.g., “mentioned s/he swims regularly”) will enable you to personalize follow-up communication and enhance the quality of your CRM data.

Positive first impression

The goal while meeting and greeting colleagues and facilitating potential relationship-building opportunities that might lead to a business collaboration or partnership of some kind is authenticity, so be your personal best self. Extend your hand and greet others with friendly eye contact, a warm smile and a firm handshake. On the no-fly list are: Card spamming—avoid the promiscuous distribution of your business cards, which is very annoying. Instead, exchange cards after a meaningful conversation. Monologues—networking and all conversations are a two-way street. Ask questions and listen more than you talk to obtain useful info and insights. Hard sell—no one wants to be sold to immediately. Focus instead on building rapport and understanding needs first, so you’ll learn where, how, or if your solution can address the contact’s goal or pain point. See below for behaviors that will enhance and optimize your networking fortunes.

  • Active listening: This is your superpower. Ask thoughtful questions and truly listen to the answers. People remember how you make them feel, not just what you say. This helps you gather “insights” into their needs.
  • The “Give before you get” principle: Offer value upfront. Can you share a relevant industry insight? Make an introduction? Recommend a helpful resource? These actions build trust and reciprocity and promote strong relationships.
  • Quality over quantity: Focus on having a few meaningful conversations that may lead to business opportunities or actionable insights, rather than dozens of superficial gab fests.
  • Open body language: Smile, maintain eye contact and avoid crossed arms. Approachability is paramount.
  • Graceful exits: When a conversation reaches a natural end, have a polite way to disengage. “It was a pleasure speaking with you, I see someone I need to catch before s/he leaves,” or “I’d love to follow-up on this topic later. Enjoy the rest of the event!”

After the handshake: nurturing business relationships

The business cards handed to you won’t bring a client or generate revenue on their own. The post-event phase is critical for moving new contacts from casual acquaintances to valuable allies who may be willing and able to directly impact your client list and annual revenue.

Nurturing your valuable relationships, whether new or long-standing, is a continuous process. Step up and offer info, insights, an introduction, or other help you can give to those with whom you are already acquainted, from an event speaker to others whom you meet during your networking adventure. You may be able to help in the moment but if necessary, consider inviting follow-up that will carry relationship-building into the future. When you hand your card to someone, make it clear that your style of networking is a two-way street.

  • CRM for contact management: Do not neglect to add new contacts to your database, with detailed notes that memorialize in your customer relations management tool the conversations you were so lucky to have. Now you’ll be able to smoothly pick up the thread when conversations continue. Schedule reminders to invite follow-up.
  • Social media engagement: Don’t just connect on LinkedIn; engage with their content. Comment thoughtfully on their posts, share relevant articles and diplomatically keep yourself at top-of-mind.
  • Share valuable content: If you discover an article, report, or event that you suspect would interest a contact, share it with them. Be selective with what you share as you position yourself as a helpful resource.
  • Make strategic introductions: If you know two people who could benefit from connecting, offer to introduce them. A good introduction is a powerful way to add value to your network.

The 48-hour follow-up formula

The real work begins after the networking event. The clock starts ticking as you leave the room.. The business cards handed to you won’t bring any clients nor will they generate any revenue until you get busy and keep the momentum going. The post-event phase is critical for moving contacts from casual acquaintances to valuable allies who may be positioned to directly impact your client list and annual revenue. Speed and a welcoming, personalized follow-up approach are your action items.

Your post-networking activity is to continue the conversation; furthermore, you must avoid stumbling into a sales pitch and also kill any signs of desperation. Your follow-up contact will be most effective when your tone is friendly and relaxed, but also purposeful—you have an objective and moving things forward is imperative. If it is you who will help a colleague further his/her objective, follow-through with whatever you committed to in a timely fashion. You can reach out by telephone, but a videoconference will be more effective and, if geography and schedules allow, a face2face meeting is better still.

  1. Personalized message: You’ll demonstrate your appreciation and authenticity to those colleagues you’ve agreed to follow-up with when you reference specific details from the conversation. A good way to personalize your outreach is to say something along the lines of “It was great discussing (the topic) with you at (event name) yesterday. Your insights on (the worthwhile wisdom) were particularly interesting.”
  2. Provide immediate value: If you referenced an article that your new contact found interesting, attach it to your follow-up message. If you made a strategic introduction on behalf of your new contact, mention that you were delighted to connect the two of them. If you gave feedback on an initiative or some other business question that your contact has been exploring, reference the interaction and invite him/her to reach out if there is another question or clarification that would be helpful. Providing value reinforces “give before you get” relationship-building behavior that builds trust and increases the likelihood that your favor will be appreciated and returned.
  3. Propose next steps: So you have an objective or two in mind and an action plan is needed to move things forward? In your message, suggest an in-person coffee meeting if geography allows or a follow-up videoconference call. “I’d love to continue our conversation about (proposed follow-up topic). Would you be open to a 30-minute face2face or video call next week?”
  4. Multi-channel outreach: Your first outreach method should be either email or text, whichever seems most appropriate for your new colleague. Next, since it usually doesn’t seem too pushy to invite new contacts to connect on LinkedIn send a request. Keep personalization going by composing a short invitation note that references where you met, as opposed to merely clicking on the prefab LinkedIn invite. Moreover, if your new colleague posts interesting content on the platform become a follower and, when you have something relevant to add, respond with a comment and not just a like, to demonstrate that you’re paying attention and understand the new contact’s value as well.

Thanks for reading,

Kim

Image: © NurnbergMesse Group

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Client Relationship Building 2025: 10 Holiday Gifts @ $40 or Less

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The December holiday season presents an excellent opportunity to demonstrate to your clients that you appreciate the value they bring to your business. In fact, it can be argued successfully that your clients are your business—what would you have without them? Not billable hours and revenue, that’s for sure! Can we agree that in the waning days of November, Freelance professionals have some shopping to do, no matter how modest your budget? No Freelancer can let this occasion pass without showing gratitude for the business clients have done with you—and subtly encourage them to contact you in the new year and make a referral or two, as well.

In our hypercompetitive B2B marketplace, where buyer expectations continue to rise, it was found that78% of companies reported that thoughtful December holiday gifts given to clients improve their retention rates and promote stronger business relationships. It was also found that approximately 62% of business owners feel that the quality of gifts given is important and that holiday gifts can increase client lifetime value (by promoting client loyalty and retention).

Boxing up some generic “gift” will not suffice in our hypercompetitive B2B marketplace, where buyer expectations continue to rise. Today’s B2B clients expect a holiday gift that demonstrates thoughtfulness, relevance and quality. They want to know you’ve considered their preferences, industry and company culture. Consider your December holiday gift and card as an integral component of your marketing strategy.

When putting together your marketing budget for the new year, you may even want to make holiday gifting a line item, to ensure that you’ll have the funding to make an impression that aligns with the customer experience your company provides and its brand reputation. Your holiday gift needn’t be extravagant— over-doing it will likely leave the wrong impression. You want to find the sweet spot between professional and personal, memorable and appropriate, impressive and budget-friendly. You also want to present your clients with a gift they want to use. To that end, I’ve combed through numerous websites and discovered 10 items that should help you express this important element of your marketing strategy.

  1. Expandable Packing Cube Set – Medium/Large $34.95

Organization is integral to travel preparation and the REI Co-op Medium/Large Expandable Packing Cube Set makes it easy to pack—and find—items in your luggage. The set includes one medium and one large packing cube that can expand or compress by three inches to adjust packing volume as needed. Mesh on top lets you see what’s inside and there’s a handle to allow for easy carrying. FYI, the REI Co-op brand is certified to The Climate Label. The company funds efforts to reduce carbon emissions across its business and supports climate projects around the world.

2. Stay Cool Adjustable Laptop Desk $39.00

Clients who work from home or travel for business will appreciate this practical and attractive bamboo portable workstation desk. Its adjustable height and tilt settings accommodate laptops from 11 to 16 inches. There’s enough workspace to keep a notebook, mobile phone, or drink within reach and the anti-slip surface with cup holder indent keeps drinks and devices in place. A built-in side drawer keeps office essentials like pens and earbuds organized. The Stay Cool Adjustable Laptop Desk is also designed with ventilation holes and a pair of built-in USB-powered fans to help maintain your laptop’s temperature and prevent its hot surface from disrupting the workflow (USB to USB-C adaptor required.)

3. Stonewall Kitchen Holiday Sampler $34.95

Perfect for pleasing all sorts of palates and elegantly packaged in a white-and-green gift box that features a festive winter design, the Stonewall Kitchen Holiday Sampler gift set contains mini-sized versions of six Stonewall best-sellers: Wild Maine Blueberry Jam, Raspberry Peach Champagne Jam, Holiday Jam, Red Pepper Jelly, Maine Maple Champagne Mustard and Caramelized Onion Mustard. This ready-to-give gift box is a perfect holiday gift.

4. Mongolian Cashmere Gloves $29.90

Your clients will be happy that you’ve taken a hands-on approach when you gift them with lovely and practical Mongolian Cashmere Gloves. The gloves have a long cuff that make wearers feel extra cozy on a cold winter day. They are made of good quality cashmere that is incredibly soft, long-lasting and three times as warm as wool. They are also sourced sustainably and ethically.

5. Holiday Hygge Gift Box $40.00

Made by BeyondGiftsCo. and sold on Etsy, the Boho Mini Holiday Hygge Gift Box is a warm and wonderful winter care package that will sustain the recipient when the snow piles high and the cold wind blows. The Boho Mini contains items that make those fortunate enough to receive one feel good on a cold and wind-swept day: a nice mug, tea (inside a burlap bag), a gold tea spoon, cozy socks, salted caramels and a holiday-themed wood ornament.


6. Ice bucket $39.20

Elevate entertaining with the timeless elegance of the Asti Ice Bucket. Designed in 1972 by Sergio Asti and crafted from 100% recycled plastic and fully compostable, this sustainable design is a true work of art. Its versatile use as an ice bucket, storage container, or even a vase makes it a must-have for any occasion. Works by the late Sergio Asti, Italian-born industrial designer and architect, can be found in the permanent collections of the Museum of Modern Art and the Cooper Hewitt Museum in New York City, the Philadelphia Museum of Art and the RI School of Design Museum in Providence, RI.

7. Tabletop Dwarf Lemon Cypress (Cupressus macrocarpa Wilma Goldcrest) $28.95

The Tabletop Dwarf Lemon Cypress adds a festive touch of nature’s elegance that illuminates holiday decor. The narrow, bright green foliage has a subtle lemon scent and its compact size make it perfect decoration for small spaces, such as tabletops, mantels, buffet tables, or a centerpiece. The pre-wrapped, gift-ready Tabletop Dwarf Lemon Cypress is a memorable client gift that keeps on giving.

With proper care, the plant can retain its vibrant color and health throughout the season and beyond, bringing good cheer to your client’s home or office. Designed to require minimal maintenance, your client can enjoy the Dwarf Lemon Cypress indoors during the holidays and then move it to a patio or plant it outdoors when spring arrives. Your client will be delighted with this gift for years to come—and experience a happy feeling about your brand time and again!

8. Blanket Scarf $14.97

This luxuriously oversized Italian-made Blanket Scarf is true to its name: it’s part scarf, part blanket and made in Florence, Italy from warm and super-soft woven fabric. Including its 4 inch fringe, the Blanket Scarf is 30″ w x 90″ h, made of 100% acrylic and makes a stellar festive statement when the weather turns chilly. You may add your business name and logo, beautifully embroidered monogram for a personal touch by emailing WSIB2BGift@wsgc.com.

9. Cheery Umbrella $22.99

Classy coverage through wind and rain, your clients will be happy to be protected from the elements by the wide, waterproof and wind resistant shield of a Cheery Umbrella. Drawing inspiration from the timeless wooden cane umbrellas but with a modern flair, this rain gear is will add comfort and style to dreary wet weather days.

10. Scout Soft Tote Cooler $39

Pleasure Chest is the perfect size for small family outings, road trips, or a 12-hour work shift—this tall, square cooler is a great shape for stacking containers. Stash napkins, utensils, or chocolate bars (no judgement!) in the outside pockets for quick access. Remember to take ice packs! Because it squishes flat in a suitcase, your client will love the Pleasure Chest for travel—and it makes a great leave-behind hostess gift. Please note that an additional 5-7 days of processing time will be added to your order due to personalization, regardless of shipping method.

  • 9″ W x 12.5″ H x 9″ D
  • Weight: 0.8 lbs
  • Handle drop: 12.5 “
  • Holds up to 30 lbs.
  • Foam insulation layer helps to keep contents cool (ice packs recommended)
  • Fits: 12-oz cans: 15 | skinny cans: 18 | 16.9-oz. water bottles: 8 | wine bottles: 4-5
  • Two exterior pockets: one zip (front) and one slip (back)
  • Heat-sealed, food-safe liner
  • Reinforced straps with velcro fabric handle wrap
  • Zips closed

Happy Thanksgiving to those of you who celebrate. To everyone, thanks for reading!

Kim

Image: Filene’s Department Store (Boston, MA) toy department, 1938

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Six Strategies to Side-Step A Summer Slump!

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The long days and warm breezes of summer are here at last! Your projects are completed and clients could be heading out of town, en route to vacation. Maybe a client or two will green light new work just after Labor Day? You also may have a vacation scheduled—but what else will you do this summer? While it may be tempting to succumb to a summer siesta, July and August don’t have to result in lost business momentum. You may decide to work fewer hours, but you can still be productive.

This summer, you can choose to be creatively resourceful and move your business forward in key areas, even while many clients and prospects are otherwise engaged. In fact, because many clients and promising prospects who remain on your radar screen may be more available during July and August (when they’re not vacationing), it may be feasible to schedule some client face time. Positive business relationships are a competitive advantage, able to magnify feelings of trust and credibility that can make a difference when you’re on a short list for being hired.

The summer slowdown is also an excellent time to conduct strategic planning. Unless this time of year is a busy one for your organization, you may find the summer months to be conducive to examining your business operations, financial picture, marketing ROI, workflow efficiency and other areas that will get your company organized and operating efficiently. Once Labor Day rolls around, you’ll be happy that you gave yourself a jump start as the busier fall and winter seasons approach. The six strategies suggested below are meant to inspire you to take decisive action during this season and prepare your business to flourish and grow like a garden in summer.

1. Launch a Gratitude Campaign

While technology has enabled us to communicate and connect from any location that supports internet access, virtual and other online conversations cannot replace the power of face2face relationship building. To that end, consider scheduling meet-ups during July and August. The summer months are usually an ideal time to catch up and sit down with your professional contacts in your locale who’ve been especially impactful—clients, colleagues, prospects who were almost clients, your business support team—bookkeeper, accountant, business attorney, internet security expert and website host—plus the referral sources who have been your cheerleaders. Whether you meet over a “power” breakfast buffet, an al fresco lunch, or after-work drinks at a roof top bar, showing those who’ve advanced your success how much you appreciate their support by inviting them to be your guest will display your gratitude.

2. Host an event

Why not celebrate summer by hosting a networking event? Everyone loves a good party and an invitation to a summertime get-together has the potential to make those on your guest list anticipate a good time and happy to RSVP. A weeknight networking meet-and-greet event could be a wonderful way to nurture important relationships and get to know a few people better as well. A prime source for your guest list could be locally based LinkedIn or other social media business connections. You might also invite other colleagues with whom you’ve become friendly, including those you’ve gotten to know at business association events you attend, whether or not you are a dues-paying member. Schedule your reception to begin at 5:30 PM or 6:00 PM and run for two hours. Order three or four light hors d’oeuvres and consider offering guests a gratis glass of sangria (maybe with a limit of one drink per person) until it’s gone—after that, it’s a cash bar for all and the conversation is sure to flow.

3. Offer summer promotions

Summer sales and special offers are common in certain industries and may work well in yours. The goal of your promotion will be to pique the curiosity of clients and prospects and tempt them to do business now, in order to save money. For example, you might offer a promotion where clients can refer someone to you and receive 15%-20% off their next service or product purchase. Depending on your business and behavior of your clients, a summer promotion may or not may not be lucrative in the short-term but may instead persuade a lapsed client to reconsider your services and products or convince a previously reluctant prospect to finally do business with you. If the outcome of your summer promotion succeeds in generating revenue from either current, lapsed, or new clients, you would be wise to tweak the promotion and repeat the campaign during the December holidays or New Year.

4. Assess and refresh the customer experience

So much of client retention is connected to their perception of the experience of doing business with your organization. Life (and business) is about managing expectations—and you can obtain first person insights on how clients feel about the experience you deliver by sending out a four or five question survey. It’s good business to invite clients to express what they appreciate and would like to see more of and as well, let you know what is no longer useful.

Give your survey good visibility—send it with monthly invoices, post it on your website and social media home pages and distribute it by SMS (and simultaneously test client reactions to that format, if you haven’t previously communicated with clients in that fashion!). Be sure to include a response deadline on the survey to encourage quick replies and give yourself enough data to analyze answers and decide what, if any, changes to incorporate.

Your survey can also be a pathway to collecting and amplifying user-generated content, a resource that can be an excellent strategy for gaining brand exposure and showcasing original content. Using the business’s location geotag or a unique but simple hashtag can incentivize customers to share their experiences, delivering authentic social proof and organically expanding the reach of marketing activities.

5. Optimize business operations

How much more revenue might your entity generate or how much more time would you have—for self-care, family time, social activities, or working on the business—if you outsourced one or more operational functions? You may already have a retainer arrangement with a network manager to keep digital operations up and running and providing cybersecurity, but who else might you hire? What would describe the job specs and how many hours per week seem necessary? Also, how much can you afford to pay? Or maybe it would be better to explore tech or artificial intelligence solutions to automate certain functions, whether client invoicing, email marketing, or chat bot responses to prospect inquiries? A worthy goal for any hiring that you do is to promote optimal customer service while minimizing administrative overhead.

6. Get an SBA/SCORE business coach

Rather than attempting to figure out important business decisions by yourself, why not contact the Small Business Association and ask to be put in touch with one of their experts who can help you to address the issues referenced in item #5? Founded in July 1953, the SBA has provided high-quality and comprehensive business development guidance at either no charge or for a modest fee. SCORE, the Service Corps of Retired Executives, was founded in 1964 as a 501(c)(3) not-for-profit organization, is the nation’s largest network of volunteer, expert business mentors and a resource partner of the SBA. The mission of SCORE is to support SMBs, including Freelance professionals, with mentoring and educational workshops.

More than 13,000 active and retired business professionals, all of whom have entrepreneurship or senior-level corporate experience, volunteer their time and contribute their expertise to regularly meet with their SCORE clients to mentor and coach aspiring and established SMB owners. Mentors work with their clients to address issues and communicate best practices related to starting and growing a business, including writing a business plan, developing products, devising marketing strategies, financial management and business financing options, operations and hiring staff. Clients may connect with a SCORE mentor either virtually or face2face. Furthermore, SCORE presents a wide range of services including training, webinars, online workshops, courses on demand, and a library of online resources.

The SBA also supports female entrepreneurs at its Women’s Business Centers and focuses on veterans of both genders at its Veteran’s Business Development Offices, which operate in all 50 states. Members of Native American tribal communities, along with Native Hawaiians and Native Alaskans, may choose to work with the Office of Native American Affairs, which is also an SBA-sponsored program. Outside of the SBA, Native American current or aspiring business owners and Freelance professionals might also investigate The National Center for American Indian Enterprise Development in Mesa, AZ and/or the Native American Development Corporation of Billings, MT.

Thanks for reading,

Kim

Image: ©skynesher/Getty Images

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How Freelancers Manage Up

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Despite the benefits that the vast majority of Freelance professionals routinely deliver to clients with whom they work, supplying expertise, creativity, problem-solving ability and can-do work ethic to ensure that mission-critical projects and other important initiatives are successfully implemented, from time to time a client may be disappointed with the outcome of his/her experience with Freelance workers. Unfortunately, some clients feel that the Freelancer hired to produce their project deliverables was somehow lacking; these clients may even feel that the Freelancer failed to deliver the desired vision of the project outcome.

While there are any number of factors that might sour the working relationship between client and Freelancer, an objective post-project analysis of what went wrong is almost guaranteed to reveal poor communication between the parties. Because clients initiate the hiring of Freelance professionals, they are responsible for managing the process from Freelancer recruitment to charting the progress and quality of project work, from acknowledging successful project completion to concluding with timely payment for Freelance services rendered. In a perfect world, clients understand their responsibility for creating a positive working environment for their Freelance talent, because they are aware that it’s a smart way to facilitate and encourage his/her best work.

In reality, however, it is not unusual that clients find themselves in uncharted waters when taking on the responsibility of recruiting, hiring and managing Freelance workers. It is therefore a useful practice for Freelance professionals to encourage best practices by diplomatically suggesting a course correction when some vital component is either omitted or is in need of an upgrade. Fortunately, an experienced Freelance professional (like yourself!) can teach clients who may have scant experience working with Freelance professionals how to make their forays into the Freelance workforce a win-win.

Stepping up to “lead from behind” when necessary and encouraging practices that facilitate a collaborative and productive work environment is yet another way to demonstrate your value to clients. Politely asking questions and/or making suggestions that can potentially contribute to successful project outcomes and also the customer experience that the client seeks—but on his/her own, may not always be able to find—is a useful practice. Here are a few tips that might enhance your experiences as a Freelance professional.

Defining the project and expected deliverables

Surprisingly, there are prospective clients who intend to hire a Freelance professional without sufficiently defining the project specifications. If the project specs your client presents appear vague or open-ended, ask for more details that unambiguously detail what is needed (and by what date). What you want to avoid is being judged as unqualified by a client who is unable to describe what s/he wants. The New York Times notes that vague job descriptions cause unqualified candidates to apply for those positions and qualified candidates to avoid them— and that applies to Freelancers as well.

Forward-thinking Freelancers speak up and request clarification of project specs, project deliverables and deadlines and key expectations if there are questions, during the interview and will furthermore confirm project deliverables and deadlines, as well as other key expectations. From your interview meeting notes, reiterate the list of most vital project responsibilities as described by the hiring manager/search committee in the interview thank-you letter that you’ll send. Demonstrate both your professionalism and commitment to the project’s success as you show the hiring manager/search committee that it is most helpful to confirm pivotal elements of the project that the Freelancer who is hired will be expected to do—and also position yourself as the ideal candidate to hire for the assignment.

Onboarding process

To maximize the potential for delivering your client’s vision of a successful project outcome, your ability to meet (or exceed) those expectations will likely be enhanced when you receive some level of onboarding. Onboarding is a “getting to know you” process, a mutual introduction that enables organizations to ensure that employees, and also Freelance workers, will understand its purpose and guiding principles. A concise overview of basic company history and culture can inform your understanding of how the project you’ve been hired to work on fits into the business mission. You can self-start onboarding with a visit to the “About us” page on the company website.

Furthermore, while interviewing to win the assignment, know that you would not be out of place to ask questions about the project—for example, how the project supports or expresses the organization vision and mission, or the history of the project if it’s an ongoing event. Showing the client that you are interested in the values and principles of the organization positions you as more than someone who is primarily interested in satisfying your own agenda, whether it’s working on a certain type of project or simply getting paid. Those are worthwhile, and necessary, motivations, but prospective clients will see you as someone who is genuinely interested in their organization when you ask questions that focus on its history and culture. Your initiative can show clients that it is in their interest to treat Freelancers with as much regard as any member of their team.

Transparency and communication

As you execute the project work, be certain to routinely engage in communication and transparency. Progress reports, possibly in the format of project milestones, are an excellent format for updates that reassure the client that your work meets expectations and is on schedule—and if there are problems or changes, there will be time to fix things.

In addition to project milestones, when you feel it will be helpful, do not hesitate to ask your client for clarification of any aspect of the project work that you’d like to confirm. Successful client relationships work best when there is a transparency that’s supported by ongoing communication. Make time to discuss the work to ensure you and your client are on the same page, discussing ideas, identifying what may be an obstacle, or deserving of some rethinking, and overall keeping the project work on track. Follow a communication style that is comfortable and reassuring for the client as it portrays you in a favorable light and enhances your value as a successful hire.

Invite client feedback

Facilitate for your clients the opportunity to give you constructive feedback, throughout the project and especially at its conclusion. Receiving feedback is important for Freelancers so you’ll understand what it takes to deliver 5-star work and customer experience. Constructive, relevant client feedback helps you learn how to please clients. You want to know what generally makes the working experience stress-free, efficient and pleasant. Happy clients encourage repeat business and referrals—and that makes Freelancers happy!

Thanks for reading,

Kim

Image: © Vlada Karpovich for Prexels

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10 Under $40: Holiday Client Gifts in 2024

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The December holidays are the Number One relationship-building bonanza of the year for the B2B sector. Whether you lead a multi-national enterprise company, operate a small business, or maintain a Freelance consultancy, December is the time to show appreciation for the opportunity to do business with your clients. Nurturing relationships is a crucial element of your strategy to cultivate repeat business by staying on the radar screens of those who can offer still more billable hours.

If you’ve been lax about reaching out to current and lapsed clients, now is the time to redeem yourself. Start by sending a (secular) holiday card to all clients you’ve worked with over the past five years. Current clients, in particular those you’ve billed $1000 or more, deserve a business-appropriate gift. FYI, Christmas falls on the fourth Wednesday of December this year and Hanukkah begins at sunset on the same day and will be observed until sunset on January 2, 2025.

In acknowledgement of inflation, I’ve raised the price threshold this year from $35 to $40, to maintain the quality of gift selections. My goal is to identify modestly priced, business-appropriate gifts that reflect well on your brand. To ensure that your card and/or gift arrives on time, I recommend that you mail or ship no later than December 10. Also, be aware that some offices, particularly in the not-for-profit sector, may close on the Friday before Christmas, to reopen on January 2, while Work From Home employees could be Missing in Action after December 13 until January 2. In no particular order, my list of gift choices is respectfully submitted.

  1. Clippable Card Pouch (Lulu Lemon) Zip, clip, go. Just clip to attach this stylish and durable little pouch onto your key chain, belt loop, or bag to have a hands-free and convenient way to keep IDs, cards and cash handy and secure. The zippered main compartment has interior slots that make it easy to organize and access what you need to carry. $34.00 USD
https://shop.lululemon.com/p/bags/Clippable-Card-Pouch/_/prod11130364?color=64803&sz=ONESIZE

2. Winter Bloom Wreath (Uncommon Goods) Graceful grapevine 6″ diameter mini-wreath will brighten a desk, window, or door. The wreath is hand made and decorated with colorful live succulents, redwood and cedar foliage, sphagnum moss and fresh botanicals. This lovely wreath will stay vibrant throughout the holiday season and well beyond, with no misting needed. $35.00 USD

https://www.uncommongoods.com/product/winter-bloom-live-succulent-cedar-wreath/606280000001

3. ChargeCard (Aquavault Inc.) Featured on Shark Tank (ABC-TV) and backed by Daymond John, ChargeCard’s innovative design includes durable stainless steel construction and fast charging technology, making it a reliable source of power for your devices. ChargeCard comes with built-in cables for both iPhones and Android devices, including USB-C, Lightning and Micro USB. Visit the official website link to obtain more information and click here to order. ChargeCard | Order $39.99 USD

https://theaquavault.com/pages/pre-v1

4. Travel Mug (Zojirushi) Advanced engineering and superior materials result in a streamlined design and superior performance for this 20-ounce stainless steel, easy-to-carry container. Vacuum insulation makes sure that the hot soup or cold beverage you pour in and carry will stay that way. Microwavable inner bowl design ensures convenient use. The mug is crafted from quality 18/8 stainless steel and BPA free plastics and are designed for easy use and cleanup. $34.74 USD

https://www.homedepot.com/p/Zojirushi-SM-SHE60BZ-Matte-Black-Stainless-Steel-20-oz-Steel-Mug-SM-SHE60BZ/315359230


5. Winter Forest Guest Essentials Gift Set (Williams Sonoma) Includes 8-oz. bottles of hand soap and hand lotion, plus a votive candle in a reusable glass holder that features a festive winter fragrance that combines the uplifting aroma of freshly cut pine with subtle notes of cedar wood, citrus and sweet spice. The hand soap contains soothing olive oil, aloe vera and glycerin; the hand lotion nourishes skin with natural shea butter and vitamin-rich botanical oils. The eco-friendly candle is a beeswax and vegetable wax blend and is scented with natural essential oils. All products made without parabens and have not been tested on animals. $34.95 USD

Williams Sonoma Winter Forest Guest Essentials Gift Set | Williams Sonoma

6. Travel Bag/ Personals & Toiletries (L.L. Bean) A lightweight and sturdy hanging travel organizer is designed to hold all of your basic trip essentials. All travel organizers are not equal—this one is made with extra-tough fabric and technical details and has been extensively tested by L.L. Bean to prove it can hold up for the long haul. With over 9,000 5-star reviews, it’s no wonder customers rave about its unmatched quality. $34.95 USD

https://www.llbean.com/llb/shop/130057?csp=f&feat=509870-GNqv&imgt=41&page=ultralight-personal-organizer&bc=509870&itemId=523701&attrValue_1=46399&gnrefine=1Price30%20TO%2050%5E1DEPARTMENTBags%20%26%20Travel&pos=1

7. Dark Chocolate Sea Salt Caramels Gift Box (Crate & Barrel) Bite-size couture caramel candies are dipped in dark chocolate and sprinkled with sea salt. Ready for gift giving, the tin is tied with a festive bow. Sea salt caramels are a Crate & Barrel exclusive and made by Long Grove Confectionery since 1977. $29.95 USD

Dark Chocolate Sea Salt Caramels with Gift Box + Reviews | Crate & Barrel

8. Silver Chrome Rollerball Pen (Scriveiner) Beautifully crafted of brass and a silver chrome finish, with 24 karat gold appointments. The quality of craftsmanship and materials is usually found only in pens costing many times more. Scriveiner pens use the Schmidt liquid ink system that is superior to gel ink pens and combines the convenience of a ballpoint with the ink feel of a fountain pen. The client who receives this elegant gift will appreciate its smooth writing style. $32.99 USD

Scriveiner Classic Silver Chrome Rollerball Pen

9. Oh Mega Earband (The North Face) Practical and stylish, this cozy ear band makes a gift that runners, bike riders and anyone who doesn’t love wearing hats during the winter will appreciate. Available in six colors, the earband has a soft fleece lining that keeps those who wear it toasty, plus a recycled polyester body. $35.00 USD

https://www.publiclands.com/p/the-north-face-womens-oh-mega-headband-24tnowwmnshmghdbnacc/24tnowwmnshmghdbnacc?sku=26051887&camp=CSE:PBL_92700079948537142_PLA_pla-297072075353&gad_source=1&gclid=EAIaIQobChMImPmilYTYiQMVfG9HAR1E8DTgEAQYBiABEgI2WfD_BwE&gclsrc=aw.ds

10. Burt’s Bees Essentials Kit Give your clients a cold weather skin survival solution with this collection of natural essentials. These five travel-size products are designed to gently and thoroughly cleanse, moisturize, soothe and smooth face, lips, body, hands or feet. The Burt’s Bees self-care set is a perfect go-to holiday, birthday, or other special occasion gift.

https://www.burtsbees.com/product/essential-burts-bees-kit/ $9.99 USD

Happy shopping and thanks for reading,

Kim

Image: © Aberdeen Art Gallery & Museums Collections, Scotland. Penelope and the Suitors, John William Waterhouse, 1912. 

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What’s Your LinkedIn SSI Score?

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Since its launch in 2003, LinkedIn has become the go-to social media platform for professionals, hosting 900 million members worldwide as of 2024, about half of whom log on at least once a month. Joining and being active on LinkedIn is now a commonplace strategy, used by Freelance and traditionally employed professionals to enhance personal brand and advance business or career ambitions. Establishing connections with peers, potential mentors, prospective clients, or possible employers whom you’ve had the savvy and good fortune to meet and interact with, is the primary benefit of the LinkedIn experience.

Connections are not the only factor that pay dividends to those who actively participate on the platform. Nearly as powerful is the content posted, that usually consists of articles or blog posts you’ve written, announcement of awards you’ve won or professional development seminars you’ve attended, and/or insights you’ve shared when commenting on content posted by others. Content posted on LinkedIn contributes to establishing, and often enhancing, your professional and personal brand and expands your credibility beyond the orbit of first degree and other connections and into the broader LinkedIn community.

So, if you’re not active on LinkedIn, you may risk leaving brand-building and business or career growth opportunities on the table. But beyond receiving likes, the social media equivalent of air kisses, how do you know if your target audience feels your posts and comments are meaningful? Moreover, how do you stack up against industry peers and other connections in your network? Those questions can be answered in a LinkedIn user metric you may not know exists—the Social Selling Index (SSI) Score.

The SSI Score defined

The LinkedIn Social Selling Index Score was developed in 2014, after LinkedIn honchos decided to identify members who seemed to be killing it on the platform and figuring out how they did it. In 2015, SSI became part of LinkedIn Sales Navigator, a paid feature, but SSI is now available to all with a LinkedIn account. The SSI is a formula that evaluates social selling performance and measures mastery of what LinkedIn considers the core competencies of social selling on the platform.

The SSI gauges member success in demonstrating four social selling core competencies: establishing a professional brand, initiating communication with prospective connections and collaborators, engaging in valuable conversations and building high-quality relationships. For each competency, members are awarded between 0 and 25 points; the SSI Score is the sum of the individual scores from each core competency. The sum total of the core competency scores is also compared to the scores of others in your industry—and LinkedIn always assumes you’re in sales. That said, the higher your SSI Score, the more influential your LinkedIn profile becomes.

  • Establishing professional brand. This competency consists of two elements—the completeness of your LinkedIn profile and the quality of your posted content. The more detailed your profile and the more valuable your content, the higher your SSI Score.
    • LinkedIn confirms the presence of a profile photo, detailed job history and educational background, plus the number of recommendations you’ve made and received.
    • LinkedIn calculates the number of posts you publish and how many likes and comments your posts receive.
  • Connecting with the right people. This metric is connected to Sales Navigator and it may be challenging for members of free LinkedIn to obtain a good score in this component. It’s no surprise that LinkedIn prefers members to use the paid tools when searching for new connections.
    • When members connect with or contact the right person—for example, someone with a C-Suite job title that usually indicates a decision-maker—it is assumed that the member is now better positioned to make a sale, win a client, or otherwise make a tangible improvement to one’s business or career.
  • Engaging by sharing insights. Sharing valuable content increases the SSI Score awarded in this category. The more valuable content that’s posted and the more comments and likes that shared content receives, the better the score awarded and the closer a member becomes to earning Thought Leader status.
  • Building relationships. This metric evaluates a member’s motivation to stay in touch with connections. It reflects how often members reach out to connections and other contacts and measures how effective that outreach is—meaning, if the message does not receive a reply, the LinkedIn SSI Score will be negatively impacted.

Benefits of a high SSI Score

The SSI Score is considered to be a comprehensive measure of social selling prowess, meaning that a high score is considered demonstration of a member’s understanding and optimal utilization of the platform. LinkedIn views a high SSI Score in the way airlines view frequent flier miles, as a gateway to desirable perks. A high SSI Score can enhance your online reputation with the gift of increased visibility, a powerful benefit that drives name recognition and brand awareness as it promotes trust and credibility. The halo of credibility can lead to more positive responses to your networking inquiries and, theoretically, result in more and higher-quality opportunities for collaborations or exploring business ventures.

But does the SSI Score actually translate into tangible business results? Maybe—you’d expect LinkedIn to claim that a high SSI Score correlates with business success. LinkedIn reports that the higher your SSI Score, the more likely you are to achieve your sales targets, for example. LinkedIn says that an analysis of platform members who’ve received a high SSI Score will on average receive 45% more sales opportunities than those with lower scores and they’ll win 78% more sales deals than peers who are not active on social media. According to a joint study by LinkedIn and Richard Edelman, CEO of the global communications firm Edelman, 58% of business leaders are willing to buy from an industry expert and/or thought leader and they are willing to pay more, as they feel they’ll receive premium service.

  1. Lead generation. Allegedly, those who’ve earned a high SSI Score are 45% more likely to exceed their sales quota because they are adept at identifying and engaging with, the right contacts. The strategy is known to result in more productive leadgen.
  2. Sales. According to LinkedIn, those with an SSI Score above 70 outperform their peers and achieve 45% more sales opportunities than those with low scores.
  3. Brand awareness. A high SSI Score typically results in the reward of increased visibility for your content, leading to increased brand awareness and recognition in your industry.
  4. Trust-building. A high SSI Score enhances credibility, a trust-building factor that can make a difference for B2B professionals, where relationships and reputations play a significant role in decision-making.
  5. Optimized visibility. LinkedIn’s algorithm favors those who utilize its platform effectively. A higher SSI Score usually results in enhanced visibility for your posted content, opening the door to increased engagement with your connections and other contacts.

Monitoring your SSI Score is likely to motivate you to make the most of platform benefits—seeking strategically savvy connection requests as a way to maximize leadgen or business collaborations, positioning yourself as an industry Thought Leader and building your brand and credibility and working to increase your exposure by verifying that your content is relevant to your target audience. To learn your SSI Score, log onto LinkedIn and then click on this link. If you’re part of Sales Navigator, go to “Admin“ and click “User Report.”

While you’re logged onto LinkedIn, review your profile and consider what you might add—do you have a profile picture? Have you earned a professional certificate, or taken a skills-building course, that you never acknowledged in your profile? If so, add that accomplishment to the Licenses & Certifications section of your profile; if you received a certificate, scan and upload. Oh, and if you serve on a board or participate in other volunteer work, include your philanthropic and social responsibility commitments as well. Whether or not boosting your SSI Score is meaningful to you, remember that the purpose of joining LinkedIn is to display your professional bona fides.

Also, when’s the last time you made or received a recommendation? You can get the ball rolling by making a recommendation for a colleague and asking for the favor to be returned with a recommendation for yourself. While we’re on the subject of colleagues, take a tour through the extensive list of LinkedIn groups and figure out if there’s a new one you might join; if you’re already listed in a group or two, scroll through the content to get an update on the threads and see where you might be able to make a relevant comment, or ask a question. Giving a boost to your SSI Score is not labor intensive, but it does require some strategic thinking. It’s time to get busy!

Thanks for reading,

Kim

Image: © Susan Walsh/Associated Press. The co-champions of the 2019 Scripps National Spelling Bee.

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The Return of In-Person Networking

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As the COVID-19 pandemic era continues to recede, we’re revisiting many of the activities that circumstances compelled us to (temporarily) reconfigure, as we transformed our homes into mission control—work from home, school at home, online orders for all manner of items delivered to our home. City council meetings, business conferences, museum exhibits, music performances and other events were accessed by videoconferencing because attending public in-person events was for many months out of the question.

While everyone greatly appreciated the convenience of Zoom and other video platforms that allowed us to maintain some semblance of normal life, we’ve collectively breathed a sigh of relief and we’re mostly done with staring at a computer in order to experience so much of life. It’s time to resume face2face In Real Life interaction. Those who sponsor professional development and other business meetings have noted that attendance at in-person events is now robust, while attendance at virtual events is waning, with the exception of webinars.

Hosts of in-person events report that networking and developing relationships now tops the list of priorities driving the renewed interested in such events in 2024. Previously, the primary reason to attend business events, in-person or virtual, was the professional development info obtained in the presentations. Today, however, YouTube et al. overflows with online tutorials, many of them free and delivered by well-respected presenters, making skills-building knowledge available at your convenience. As a result, meeting content has taken a back seat and the value of attending meetings and conferences has shifted to the opportunities you’ll have to meet and greet colleagues in-person and forge beneficial connections. Can we agree that it’s time to revitalize your face2face networking chops?

Refresh your networking pitch

There are many potential success factors to consider when launching and nurturing a business venture and developing relationships with the right people is one that you would be wise to address. Relationships you establish with colleagues might open doors to opportunities that advance business growth in ways that otherwise may not occur. Taking a proactive stance to meet people in professional and personal sectors will enable you to expand your circle of relationships and increase the possibility of encountering those who can help you in some way.

In other words, networking is central to your marketing strategy. Freelancers and other business owners can always be in networking mode, whether at a chamber of commerce event or when having drinks al fresco with friends on a warm summer evening.

  • Re-examine your elevator pitch in all formats, from the 30 second self-introduction to the long form that’s rolled out when someone asks questions that signal genuine interest. Learn to articulate your brand and value proposition in two or three succinct and meaningful sentences, so you can fluently convey basic information about your venture when asked. You may find it helpful to use this formula to shape your elevator pitch:
    • The product/service you offer
    • For whom you work (your typical clients)
    • The benefit derived (the problem you solve, your solution)
  • Devise a networking agenda. It’s useful to have a purpose to remind yourself that you’re in the room to do more than eat, drink and talk sports. You don’t want to leave the event empty-handed; you invested time and money to be there, so to the best of your ability, make the experience worth the investment. This is my go-to agenda, because I find it easy to remember and carry out, but you can always create another that feels more natural to you, if you prefer:
    • Get a client (a long-shot, for sure)
    • Get a referral (you never know)
    • Get information (useful, possibly actionable)

Conversation starters

Networking starts with a conversation and the proceedings are greatly enhanced by the participants’ Emotional Intelligence (E.Q.). A key ingredient of successful networking is a willingness to share part of yourself with someone you’ve not interacted with before, so that the two of you can begin to build a relationship. Networking in motion is about exchanging ideas, information, stories and active listening. What you don’t want to do is walk around the room flashing a big plastic smile as you give your elevator pitch and foist your business card on all whom you encounter. “Show interest in others, and others will show interest in you.” (Dale Carnegie [1888-1955, author of self-improvement, salesmanship and public speaking books)

To find the value of relationships at your next networking event, use your E.Q. to start conversations that just might create business opportunities for yourself and maybe a new colleague as well. Keep in mind also that the favor of making a referral may start with you and that an immediate return on networking conversation is unlikely. Your expectations will not be met if you think you’ll be introduced to a new client sometime in the immediate future. Another hint—avoid trying to strike up a conversation with a large group of people. Instead of trying to chat with five people standing in a circle by the bar, keep an eye out for someone who’s alone; you’ll feel more comfortable approaching these people and they’ll probably be very happy to meet you and talk.

But back to getting conversations rolling—Preston Ni, communication coach and instructor in communication studies at Foothill College in Los Altos Hills, CA, has identified easy-to-remember, open-ended follow-up phrases that function as icebreakers that make almost any conversation feel organic and will keep the momentum moving forward.

1. “How did you get involved in …?”

The question may follow-up to the other person’s mention of a current project, his/her job or company, or the very event that the two of you find yourselves in now. Depending on the situation, you could ask what brought him/her there that day, or what has sparked his/her involvement with the topic at hand. 

The idea is to ask a generic question, without resorting to some variation of “How are you?” which tends to be answered with a reflexive, “Fine, how are you?” With a slightly more specific question that is still open-ended, you capture the other person’s attention and invite him/her to give you a thoughtful answer, one that invites him/her to take the reply in any direction and also enables a story that can be shared.

2. “That’s interesting. Tell me more!”

After the introductions, ask a question that starts with the phrase tell me and then actively listen as your new acquaintance does what s/he likes best—talking about themselves! You will make a friend. The phrase tell me communicates to the person you’ve just met that you are interested in what s/he has to say and that you value his/her opinion, which is affirming. Tell me is a powerful invitation to your newest acquaintance to speak his/her mind or share a story, Who doesn’t love to talk about themselves?

“It has the multiple benefits of saving speech and energy, maintaining engagement, and being attentive to your partner,” Ni says. “A good conversational partner will reciprocate the attention by asking questions about you in return, which will also facilitate the discussion.”

3. “If you were the event organizer, what topic(s) would you ask the speaker to address?”

Talking about the event is an engrossing way to start and sustain a rewarding conversation and give insight into a colleague’s perspective—and that is sure to be enlightening. A question that explores what your new acquaintance sees as an “ideal” event also expands the common ground between you. It’s a thoughtful conversation starter for those who want to get down to business quickly. It’s also easier to have a lengthy back-and-forth discussion about such a meaty topic, so you won’t encounter any awkward silences.

4. “What subject has your attention right now?”

When you’ve just met someone and you’re searching for ways to connect, this question can open the door to a discussion about business, family, extracurricular activities, a much-anticipated vacation—or even home renovations! The person to whom you put this question is certain to light up and be happy to talk and you’ll be on your way to building a relationship.

Host your meet-up

If you’re able, find the budget to attend an in-person conference in 2024. On the other hand, why not be truly adventurous and host an in-person networking event yourself? You may be able to host a networking event in your local library—a great place to meet and keep costs down as well. Your in-person MeetUp guest list can consist of your LinkedIn connections who live locally, plus other business contacts to round out your invitations. How cool is that?

Reserve a room at your venue of choice and order up a few light nibbles and drinks—beer and wine if the venue allows, or sparkling cider and water. Your job as event host is to introduce people and facilitate conversations and relationship-building. The options are many and the rewards are exponential and endless.

Thanks for reading,

Kim

Image: © NDABCREATIVITY

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Your Business Needs Referrals

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Whether your business is B2B or B2C, getting referrals is hands-down the best way to bring in new customers. When someone you’ve done business with recommends your company to their colleagues, friends, or family, your chance of getting the project or sale is greatly improved. Referrals demonstrate trust—they’re a big vote of confidence and one of the the greatest compliments your company can receive.

Most businesses receive referrals at least occasionally and for some, nearly all customers are referred, but the importance of referrals should not be underestimated. Savvy Freelancers and business owners are proactive and develop strategies to encourage a steady intake of referrals. The objective is to identify and motivate high-quality referrers and persuade them to recommend your products or services to those in their network who are in search of a solution your company provides.

Leverage your network

Keep in mind, BTW, that a degree of finesse is necessary when looking to stimulate referrals; you must be sensitive to the fact that referrals are earned and not an entitlement. That said, Freelancers and business owners who’ve been operating for maybe just a year or two will probably not be seen as pushy when reaching out to friends, family, or even former co-workers to let them know that referrals of prospective customers would be appreciated.

Those in your network surely know business owners, decision-makers and other professionals; some will be happy to make introductions that allow you to expand your network and, if possible, will also make a referral for you. Make it easy for those who know you best and are motivated to help you succeed by sharing basic facts about your business:

  • Explain what you do using terms they will understand
  • Create a professional looking website and LinkedIn profile
  • Concisely and clearly describe projects you’re qualified for and interested in
  • Give examples of the industries you typically work with, if that is a relevant factor (e.g., hospitality, defense industry, higher education, publishing) and the job titles of those who typically hire or interview you (e.g., CEO, Executive Director, Marketing Director, VP Human Resources)

Invite new relationships

Good referrals can also be made by people you’re not especially close with; meeting new colleagues at conferences and other professional settings can present opportunities to grow your network. When networking, do yourself (and everyone!) a favor and squelch the temptation to push your business card onto all you encounter as you “work the room.” Instead, show a genuine interest in those you meet, as demonstrated by asking questions and listening to those you chat with. Adopt a mind-set that includes generosity along with self-interest. Be willing to help others as you would like to be helped. Try these relationship-building tactics to expand your network and potentially generate referrals:

  • Invite certain of your LinkedIn connections to in-person or virtual coffee dates to learn more about them and discuss how the two of you might help each other’s business.
  • Explore local organizations related to your industry and/or the business community. Chambers of commerce are a good starting point. Attend business education programs, meet & greets, and/or virtual events and introduce yourself.
  • If you listen to podcasts or webinars, start building a relationship with the host(s) by commenting or asking questions. If you especially enjoyed the program, invite the host(s) into your LinkedIn network. If a program attendee or guest stands out to you, get his/her name and introduce yourself in a private chat and propose follow-up.

Social media promotes referrals

Social media sites like Facebook, Instagram, LinkedIn and X (Twitter) enable you to nurture relationships with both your new and long-lasting contacts and make it easy to occasionally say hello and also remind them that you’re on the lookout for referrals. Periodically revisit and update your social media profiles, to ensure that your online presence will inspire confidence when new connections check out your organization as they consider referring you to one of their contacts.

As noted above, pave the way for contacts to refer you by clarifying the work you do and the job titles of those with the authority to green light your projects. You might also provide samples of your work, when appropriate. Create profile-enhancing posts that have the potential to cultivate your standing as an expert and encourage referrals:

  • Share industry news and thought leadership articles to establish yourself as an authority in your space
  • Participate in discussions that relate to your work and industry
  • Add customer testimonials or recommendations to your sites (and offer to make recommendations for others in return)

Exceed expectations

Referrals are 100 percent dependent on your ability to fulfill (or exceed) the expectations of customers. Whether your business occupies the B2B or B2C sector, you must ensure that the buyer’s journey, the quality and delivery of the products or services purchased and all touchpoints please the customers. Taken together, these elements comprise the customer experience; the customer’s perception of that experience determines whether referrals on your behalf will be made.

It is in the interest of business owners and Freelance consultants to both provide an exceptional end-to-end customer experience and also cultivate good relationships with customers. At stake are the potential for repeat business and referrals—important sources of revenue. You have ample motivation to keep lapsed customers on your mailing list, to give business updates when appropriate and to send December holiday cards to customers you’ve worked with (maybe within the past five years).

Remind customers that you welcome referrals

Once you have customers who are happy with your services or products, they may be willing to become a referral source when opportunities arise. Because they have direct experience working with you, they can speak with authority about the quality of work you produce and customer experience that you provide. Do you have a customer who’s told you they’re thrilled with the outcomes of a recent project? That’s the perfect time to ask for a referral!

  • Ask customers to write a LinkedIn recommendation for you (and offer to return the favor).
  • Ask customers to give you a written or verbal testimonial or participate in a case study that will appear on your website. Offer to include their company logo and website link, as a way to increase awareness of their company brand and provide a quality backlink for their company website
  • Tell happy customers that you’re thrilled they’re pleased with your products or services. Let them know that you’re open to performing similar work and that you’d appreciate their referrals if they know of anyone with a need for the products or services you provide.

Make referrals for others

If you are aware of an upcoming project for which you are not a fit, or that current commitments prevent you from accepting, there may be someone in your network for whom that project would be ideal. That’s why forming relationships with other Freelancers and business owners and leaders is essential. When you refer a project or customer to a colleague, it reflects well on you—enhances your professional reputation and portrays you as a true professional. Furthermore, When you refer work to others, you’ll be at top of mind the next time a project comes along that you’d be a good fit for.

Avoid a mindset that’s based in scarcity, envy, or other negative feelings toward business colleagues, including direct competitors. It’s draining and does not insulate your entity from competition. Instead, be cordial and cooperative with business colleagues. Get to know what they specialize in and the types of customers they work with. Become the business owner who colleagues and contacts enjoy referring.

Thanks for reading,

Kim

Image: ©Natee Meepian

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AI 2024: Freelancers and SMB Think Marketing

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So much of operating a successful business centers on marketing. Generating revenue is about customers: bringing them in and keeping who you have, all the while doing what you can to outmaneuver competitors and work around business climate challenges. To slip through the obstacle course and achieve those objectives, you must think and execute strategically and that includes making use of resources available to you. Among the most powerful and most discussed resources can be found in the many groundbreaking technological developments that have so radically reshaped our lives over the past hundred years.

Some of these useful and exciting tools are capable of delivering significant advantages to your organization—quick access to relevant data, the analysis and interpretation of that data and automation of routine functions such as email marketing and social media posting among them—all can be yours with just a few taps on your keypad. Your task is to stay abreast of the fast pace of emerging technologies and recognize the tools that will give you operational efficiencies you need most at a price you can afford.

The tool that’s got everybody talking is, tah dah, Artificial Intelligence. Open AI/Microsoft (Chat GPT), Google AI, Nvidia AI and Amazon (AWS machine learning) are among the leaders in the race to dominate AI technology. It’s imperative to start your learning curve and figure out the right way to use AI in your business. Maybe you’ve already started and have a chat bot on your website? That’s a great tool to enhance customer service and there are more marketing functions that AI can successfully support.

More than a trend

AI’s gift to marketing rests on its data-driven insights that help you personalize the customer experiences your company provides. Freelancers and small business owners are able to affordably access AI generated data that is actionable, meaning you can convert whatever insights you’ve gleaned into marketing strategies that can be expected to move the needle and set your organization apart in a highly competitive marketplace.

Personalization builds relationships

Marketing thought leaders have already pointed out that the future of effective marketing is personalization. Creating a memorably satisfying customer experience has replaced the hard sell. Now, the task is to lead customers to develop a connection with your business and give them reasons to continue doing business with you. Promoting connection through the inclusion of personalized marketing tactics is how to build relationships now, as you discourage churn and encourage repeat business.

New technologies, AI and otherwise, enable you to precisely personalize your company’s marketing strategies and tactics. The data that AI et al. delivers enables you to deepen your understanding of the customer persona by amassing demographic info that, among other insights, gives you actionable data about their buying habits and preferred experiences that you can use to make them feel valued. You can use recently developed technological tools, including AI, to create a more trusting and mutually beneficial relationship between your company and customers that ultimately leads them to give your marketing content more responses and followers that result in more sales, donations and growth for your organization.

Personalize and optimize AI prompts to personalize and optimize marketing content

The good news about AI technology is that it enables users to create both text and visual content. The downside, if you want to call it that, is you must “tell” your AI tool the result you want; to make it happen, you must learn to write instructions known as prompts. AI prompts can be divided into two categories: text prompting and image prompting. The prompt is how users communicate with the chosen AI tool—think key words and long-tail phrases. With prompts, you “tell” the AI what you want and how you want it to be done. You must describe what you want to see as a result.  

In text prompting, you’re “talking” to a natural language processor like ChatGPT. If your prompt is a general query, e.g., “how do you bake bread?”, you’ll be given a generic answer. But if your prompt is a more specific query or statement, e.g., “explain in simple terms how to bake whole wheat bread”, then you’ll likely end up with an acceptable recipe. When your goal is to create an image, you’ll use image prompting words to describe that image. The AI image generator is a text-to-image tool that was designed to make it easier for digital marketers and content creators to create images online. The text-to-image models you’ll use will include DALL-E2, Google’s Deep Dream Generator, Jasper.ai, or Stable Diffusion.

Incidentally, know that while AI tools are designed to process language, they have a different way of understanding than your average human. When using a natural language text prompting tool, you may receive outcomes that are incorrect or downright nonsensical, so it may take several tries, using different phrases to develop the prompt, to arrive at the outcome that you want. 

A cheat sheet of prompts written by someone else most likely will not produce optimal results. Your own words, perfected through a process of trial and error, in the end will breed success. Before you get started with AI prompts, here are a few things to keep in mind:

  1. There’s no magic prompt. The Internet is flooded with AI prompts, but it might take some trial and error before you figure out which type is most effective for your particular use case. 
  2. Clarify your desired outcome. A good rule of thumb: the response will generally be as broad or specific as its prompt. In some cases, it might actually be preferable to skimp on the details—like if you’re brainstorming blog post topics and want more varied and diverse answers. Something more complex, like a sales playbook or chatbot script, will almost always require more details.
  3. Garbage in, garbage out. The quality of the output depends entirely on the input. AI enables teams to move a lot faster, but it’s still important to take the time to flesh out your prompts. Otherwise, you could find yourself drowning in responses that are unclear, inaccurate, irrelevant or just wildly off-base.  

Marketing copy text prompts

Ramp up your creativity with prompts like “craft a brief, captivating story of a summer trip” or “compose a social post introducing a new skincare product for winters.” The suggestions that you get for these prompts can inspire imaginative content. Another strategy is to tailor your content based on audience preferences — from short-form copy to artwork, music and videos. This can help generate more tailored, engaging content for social media posts or emails. 

Informational text prompts

Hone in on the most relevant metrics and other info that’s buried in big data by using prompts like “provide a brief overview of Adidas’ top-performing footwear collection.” This is perfect for informed decision-making and finding out what’s still trending. 

Reasoning text prompts  

These prompts go beyond facts. They help AI provide thoughtful conclusions about a subject, adding depth and insight to your content. This includes prompts like “what is the impact of sustainable practices on corporate profitability?” Such lines of questioning can go a long way in helping you with industry knowledge and competitive analysis questions. 

List text prompts

Compile lists effortlessly by using prompts like “create a list of engaging podcast topics in the realm of artificial intelligence.” They’re ideal for generating concise, bulleted options, be it for email subject lines or blog titles. These prompts help structure your thoughts in a more systematic way. 

Instructional text prompts  

Guide your content creation with prompts like “detail the process of setting up a home automation system from scratch.” Utilize them to provide step-by-step guidance, which is incredibly useful for creating how-to guides or informative content. 

Interactive text prompts  

Interactive prompts initiate conversations. This includes prompts like “imagine you’re a travel guide giving recommendations for a solo trip to an exotic destination.” They create engaging scenarios, which are ideal for training sessions or interactive content. 

Keyword text prompts  

Keyword prompts pinpoint words or phrases. They are used for tasks like drawing insights from data or aiding in image and video creation. Take the example of this prompt: “Generate creative ideas for nutritious meal options that are easy to prepare at home. Focus on incorporating fresh ingredients and simple cooking techniques.” This keyword prompt guides the AI by specifying terms like “nutritious,” “easy-to-make,” “fresh ingredients” and “simple cooking techniques,” providing a clear direction for content generation related to healthy and easy-to-make meals. 

Image prompts

Use a phrase to describe what you’re looking for. A few specific details about the object or character, including a description of the character or object that will be in the foreground or background and the setting you’d like to see in your preferred image design.

Thanks for reading,

Kim