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Category Archives: Life

10 MORE Things to Remember When Planning a Professional Event

Android Robot with manualYears ago I wrote a blog post on 10 Things to Remember When Planning a Professional Event. These pearls of wisdom still apply to how I approach event planning for my clients. So much could be said on this topic! So I challenged myself to share 10 more pieces of event planning advice, many of which I learned since the time I wrote the original blog post.

Take a look at 10 more things to remember when planning a business or nonprofit event.

  1. Set the date for all planning meetings/calls right from the start

If you wait until the last minute to schedule your planning committee meetings or conference calls, it will be like herding cats. Avoid schedules from filling up (and poor attendance at your meetings) by establishing your meeting schedule as early out as possible. Determine the number of meetings you need and space them out. Your last meeting should be right about 1 week prior to the event. Then, get these dates on everyone’s calendar early so there are less excuses of “I had another commitment.” Don’t forget to send out a reminder a few days prior to each meeting!

  1. Plan something guests actually want to attend

This is an important one. So often people forget to think outside the box to incorporate special elements that will make people look forward to the event, not just see it as a blemish on their calendar that they have to attend. If you establish your event as having fantastic food, lively entertainment or a unique venue and décor, you will keep regular guests coming back and new guests coming for the experience.

  1. Give the event a theme (trust me on this one)

Themes sound hokey, and they can be. However, picking a theme for your event will help you out in a couple different ways. First, it gives direction to your décor, menu and keynote speaker or entertainment. Second, it makes it memorable for your guests. If you’re planning an annual event, each year will stand out separately because of its unique theme. This keeps you out of the rut of essentially planning the same event year after year.

  1. Time the sending of your invitation

It’s just as possible to send your invitations too early as it is to send them too late. Anything sent earlier than 8 weeks out is liable to get shoved under a pile of things because it doesn’t seem to warrant an immediate decision of yes or no. Anything sent later than 4 weeks out may be hitting guests too late as people tend to fill their calendars about 1 month in advance. Aim for the sweet spot of having your invitations hit mailboxes at 6 weeks prior to your event date (take into account the added time of printing, assembling and delivering the invitations).

  1. Solicit sponsors uniquely and personally

Sponsorships are the real financial success of your event. This is where you tend to make your most money, well before your actual event. Don’t assume that sponsors will come pounding on your door, checks in hand, just because you send out a mass email. They may have received the “ask” and may even be considering it. This is all the more reason to hit them again with a personal follow-up. Stress the importance of the cause the event supports. Tell them the exact role you hope they play (level of sponsorship) and outline the benefits they will receive in return. A personal ask takes mere minutes, but can result in far more sponsorships than what you would have received without doing so.

  1. Engage your planning committee by assigning very specific tasks

If you have a planning committee (and you should), make sure you’re fully utilizing them. It’s likely that one or two people will play the role as lead organizers, but that’s not the excuse for everyone else to sit back. Engage all members of your planning committee by assigning very specific tasks suited to their skills or connections. If you’re feeling like there’s too much on your plate, assign something to someone else. The bottom line is that if someone wants to lend a helping hand, make sure you’re communicating how they can best be of service.

  1. Secure your regular attendees with a personal ask

Much like sponsors, don’t take for granted that regular attendees will purchase tickets and come back year after year simply by receiving their invitation. If you’re less than one month out from your event and you notice some key people didn’t respond, follow-up! This is the “low hanging fruit” to build your attendance. Some may have a conflict and truly cannot attend, but maybe they will still make a donation in lieu of their attendance. Others may have forgotten or thought they bought tickets when they didn’t. In all cases, a follow-up is a good thing!

  1. Anything you can do in advance, do in advance

Inevitably, there will be some things you can only do the few days leading up to the event. But for everything else, do it as soon as it can be done. This will save you a lot of stress and also allow you the benefit of time to troubleshoot any problems that could occur. Maybe your program booklets weren’t printed correctly. If you take care of this weeks prior to the event, there’s still time to get them fixed. This wouldn’t be the case if you waited until the same day to print your program.

  1. People will disappoint and frustrate you – but it will all be okay

Yes, it’s the nature of event planning. You become emotionally invested in the success of your event, so when someone cancels at the last minute or there’s a vendor mix-up, it can feel like your world is crashing down. Try to stay level-headed and keep in mind it really is just an event. Most people won’t notice if things don’t go as you planned, because they don’t know your plan. Your relationships and reputation are what will last, so keep that in mind when you feel like blowing up on someone.

  1. Take time to show thanks

Finally and most importantly, be sure to share your gratitude with people who went above and beyond to make the event a success. Donors, sponsors, volunteers and vendors all put a lot of heart and soul into the details of the event. It will absolutely be noticed, and appreciated, if you send them some personal words of thanks.

Have you had to plan a business or nonprofit event? Good or bad, share your experience and some tips of your own!

 
 

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Why Didn’t My Press Release Get Picked Up?

Upset disappointed young businessman sitting with hands on head

Whether we PR professionals want to come to terms with it or not, the media is not our mouthpiece that will print exactly what we want, when we want it. They are the ultimate gatekeepers who determine the extent of media exposure that will be granted to us or our clients. The sheer volume of press releases that cross their desk each and every day ensures that only a fraction will receive review, and an even fewer number will be published in some capacity.

But don’t despair! Rarely is an ignored press release a direct reflection on your business or your media relations skills. Rather it could be any number of possible circumstances. Take a look:

It wasn’t really news.

The hard truth is that you’re likely to think everything your organization does is newsworthy because, well, it involves you. It can sometimes require taking a step back and role playing a reporter to determine whether or not something is worthy of media attention. Just because it’s not a good fit for the media, doesn’t mean you can’t promote it in other ways. Utilize your website, blog, social media, and newsletter to tell your story.

It was overly promotional.

Be sure to learn the best practices of writing a press release. Your headline can make or break your chances of getting picked-up. If you start off overly promotional, with a heavy focus on your business or brand, this is a huge red flag to a reporter that this isn’t a helpful “news hint,” it’s a PR tactic. As much as a client may want to see their name in the title, explain to them that this isn’t the best media-bait.

You’ve used this angle, again and again.

Is your strategy to, every month, announce the new businesses to whom you’ve sold services or goods? The first time you do this is the best chance you’ll have at gaining media attention. Every press release after that is beating a dead horse, in the eyes of the media. Reserve this angle for a truly noteworthy client, or present your new client information in a unique way. It’s easy for the media to spot a template press release which will quickly get you tossed in the “no” file.

It got stuck in spam.

There are major benefits to using an email platform like Mail Chimp or Constant Contact to send out your press releases. However, they can increase your chances of getting you sent to a spam folder. I’ve had my own clients’ emails skip my inbox and head straight for the spam folder, even after I marked previous messages from the same sender as “not spam.” The bottom line is to track your analytics, as these email platforms allow you to do. If it seems like a low percentage of contacts are opening your email, it may be due to their spam filters.

It was poorly written.

Another hard truth is that your press release may been poorly written to a point that your media contacts couldn’t see the value in the information you were sharing. I again reference the best practices of press releases to ensure you have the greatest advantage of getting picked up. You need to write to the media’s preference, not your own. Learn to embrace AP style!

You relied solely on a “Wire” for distribution.

You are likely familiar with PR wire services such as PRWeb, PR Newswire, and Business Wire. I have yet to have a client truly benefit from any pick-ups received from such services. I believe the value lies in personal contact, not some syndication service. Even if you’re hitting a list of several hundred media contacts, you are far more able to personalize your messaging and track their engagement from traditional email. Don’t waste your time or money!

You gave up too soon.

Finally, and most importantly, you may have just given up too soon. I have yet to receive a single complaint from a member of the media for sending out the same press release twice, each with a unique headline. Sometimes you hit them on a busy news day when they just don’t have the capacity to cover your story. A few days later might be the perfect timing for when they need a story like yours. Try and try and again – but two times is the perfect number. Anything more than that could work against you.

Most importantly, don’t drive yourself crazy over-analyzing the reasons your press release may have been overlooked – and don’t stop trying! Tomorrow is another news day.

Can you empathize with this experience? Join in the conversation by leaving a comment.

 

 
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Posted by on May 15, 2017 in Business & Success, Life

 

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Online Bullying Even When Working From Home (Contribution from freelance writer Jenny Holt)

The following post comes to us from Jenny Holt, who left her HR career behind to pursue freelance writing and to spend more time with her young daughters at home. This article is based upon her own entrepreneurial journey and balancing family and work.


Online Bullying Even When Working From Home

African man sleeping at his workplace in officeFor me, this is a personal topic. Bullying was endemic in the company where I worked prior to becoming a mother. Human Resources is a challenging and fast moving area of any business. At first it excited me – the ability to find ideal, new employees, evaluating them, helping them flourish and rewarding the good ones. However, it soon became like many other areas of business and life in general – a case of who you know, what you say to the right person, and more, how you destroy those you do not like. Those in power bullied the new, the weak, and the ostracized. This had nothing to do with ability or work ethic, but everything to do with cliques.

No Boundaries for 21st Century Bullying

The level of bullying increased whenever someone was ill, made a mistake, or worst of all, got pregnant. So you can imagine my own feelings on becoming pregnant for the first time. Sure enough, the bullying stepped up a notch. Luckily, senior management was flexible and accommodating, so they let me become a remote worker. My jobs could be done from home just as well as in the office and for a while this was fantastic; largely because I had a new daughter who brought joy to my life, a supportive and engaged husband, and maternity leave – sweet maternity leave.

Once back, even though I worked from home, I would receive bullying emails, text, Skype messages, and phone calls. Eventually I was released from my work for “under-performance,” despite being one of highest producing employees. Working from home is not a protection from bullying in the 21st century. Whether as a remote employee or a freelance worker, those who seek to bully will do so regardless of the working environment. It can be brazen and open or covert. In fact, the proliferation of smart devices, chat apps, online work platforms, and so on make it easier for bullies to get a hold of their targets and harass them 24/7.

What Employees can do to Reduce Online Bullying

If you need to leave your current employer or client, then you are presented with several options. There may be legal angles you can take due to the nature of the bullying. This is, however, a long term compensation rather than a solution. Finding new clients is obviously the first thing for a freelancer to do. Being self-employed, there are benefits and problems when work is slow, so it can feel difficult to give up a source of income and trade it in for insecurity. If you have been earning for long enough, you may be eligible for unemployment insurance. While there are federal regulations, most of this is handled on a state by state basis. Any unemployment insurance and benefits can be vital in giving you the chance to turn around your situation and find new employment, new clients, or a totally new direction.

However, it may be possible to save the situation. Being bullied has untold effects on our bodies and our minds, but it is not something to suffer or put up with. First, you should gather evidence of how you are being bullied by this person or people. Then you need to find the support of someone in authority – this can include a Union Rep if you have one. Check your legal rights under both federal and state law. Then you need to stay tough, hold your ground, and sadly, as noted above, have an exit strategy just in case. Now, the important part is not to confront the bully directly because they can and will twist this to suit them. First confide in management or a colleague, and work with them to address the situation.

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Bullying can come in all shapes and forms – and even from someone you consider a friend. If a colleague or client’s actions are causing you mental and emotional distress and impacting your work, it’s time to take action. No amount of money is worth putting up with negative and harassing comments. Often it’s the subtle harassment that builds up over time that is the hardest to identify. Working together doesn’t mean you have to be friends, but it absolutely means you must treat each other with respect!

Have you been a victim of workplace bullying? Please help us shine a light on the common occurrence of this very important topic!

 

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9 Quick and Effective Ways to Relieve Stress During the Workday

The first Monday of each month, I dust off a favorite post from the Bennis Inc Blog archives and give you another chance to enjoy the wit and wisdom that’s been shared. Enjoy this month’s treasure – and if it inspires you – be sure to share it with family and friends!


9 Quick and Effective Ways to Relieve Stress During the WorkdayOne area of my life which is a constant work in progress is managing stress. As an entrepreneur, wife and mother, you simply cannot avoid all the triggers that can cause you to worry or feel anxious. I will also admit that my desire to have things fit into pretty little boxes in life doesn’t help in this effort one bit.

Throughout my workday, I can feel subtle signs of stress creeping in. My shoulders get tense, I hold my breath and I get easily distracted. This is something I can’t – and shouldn’t – push through. I need to address the root of the problem and take action to relieve my stress. It’s the only way I can change this mindset and get back to working effectively.

Can you relate? If you have ever experienced stress at work (or even at home), here are nine techniques you can put into action quickly and discreetly to let go of this tension and get on with your day.

Take one minute to simply breathe

When tension sets in, one of the most common reactions is to hold our breath. Do you remember the last time you took a deep, conscious breath? Try it right now. Breathe in and out slowly three times. Not only will this drive oxygen to your brain, it will also give you a brief moment to collect your thoughts and reflect on what’s really weighing on you. I personally tend to carry stress long after that stressful moment has ended, leaving me feeling anxious and “off” for the rest of the day. A few deep breaths can do wonders for restoring a peaceful mindset.

Do a quick stretch

Even at your desk, you can get in a discrete but effective stretch that won’t draw too much attention to you (and make your co-workers wonder why you’re in a full on yoga pose in your cubicle). Lift your arms over your head, look side to side and pull your arms forward while looking down. Focus on whatever seems tight and tense. Stretching, combined with breathing, will get your blood moving and help you to feel more alert. It will also relieve stress.

Get outside

If you work in an office space that lacks windows or natural light, make getting outside for a few minutes throughout the day a priority! Sunlight, fresh air and new scenery are all great stress relievers. This will also boost your mood. If you are feeling particular stressed or tired, get outside and take a few minutes to reflect on how you can improve what’s getting you down.

Mentally list a few things for which you are grateful today

When we’re stressed, we tend to only focus on the problems of our day, but forget about everything that’s actually going right. Make a mental list of all of the positive things you’re taking for granted and appreciate the little blessings of the day. Most of what we’re stressed about are first-world problems anyways.

Browse a collection of inspirational quotes

Over the years, I have compiled a folder on my computer that consists on inspirational quotes. These cover all topics imaginable and are from authors old, new, famous and unknown. Whenever I’m feeling stressed or uninspired, I turn to these quotes. In just a few minutes, my mind is no longer on whatever was bothering me and I have a renewed positive outlook. I highly recommend trying this!

Make positive small talk with a co-worker

As an introvert, I have never been fond of small talk, but I promise it can do wonders for relieving stress. Talk to a co-worker, friend or complete stranger and keep the conversation light. Talk about the weather, plans for the weekend or a funny show you recently watched. When I’m stressed, I love talking to someone who knows nothing about my problem and is simply happy to see me. Realizing there are other, wonderful things in life aside from we are I’m worrying about is a refreshing reminder to not overlook the good all around us.

Look at photos of happy memories

Similar to keeping a folder of inspirational quotes on your computer, keep a folder of some of the best memories – family vacations, weddings, holidays and birthdays. When you are feeling stressed during the workday, take your mind to a positive place and reflect upon happy memories. This will give you a brief distraction while reminding you that the big things in life are really the small things. Tip: Limit each folder to no more than 20 or so photos so that you don’t risk browsing photos for hours as a means of procrastination.

Enjoy a healthy treat

People respond to stress differently when it comes to appetite. Some have no desire to eat at all, which can leave you tired and weak. Others crave junk foods as a coping mechanism, which is equally as detrimental. No matter what camp you’re in, you could benefit from eating a healthy snack when you need a stress relief. Why? These nutrients will provide your body with fuel to combat stress, grant you a break from whatever task you’re working on and give you the peace of mind that you did something good for yourself.

Get off social media

Finally, resist the temptation to turn to social media for distraction. Social media is a great platform for personally connecting with people, but it can also be a stress and anxiety inducer. Have you ever been casually browsing social media and feel your mood worsen? You are not alone. Many people experience this effect as they see the “highlight reel” of everyone else’s life and compare it to their own. Combine this with already being stressed out about other things going on in your life and you have a recipe for disaster.

Stay away from social media and anything that might tempt you to compare yourself to someone else. Everyone’s journey is unique. Instead, relieve your stress by practicing any of the techniques mentioned about (or combine two or three for added effect)!

How do you relieve stress during the workday? Share your tips and tricks by commenting below!

 
 

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How Fasting Affected My Work Flow

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A little more than a month ago, I felt like I needed a “reset” on my health. I’m someone who enjoys staying active and fueling my body with (mostly) healthy options. However, Pennsylvania’s winter weather, the stress of work, and keeping up with the demands of caring for a family and running a household was taking a toll on me, I could tell. I felt under the weather and drained far more than I have in the past. It was time to do something different.

I’ve heard about the juicing fad, and the benefits it boasts. Thanks to a generous neighbor, I even got to preview a few of these “green juices.” I liked them, but I also knew they came with a pretty hefty price tag at about $5 to $8 per juice, and that’s if you bought them in bulk. After a particularly bad 24 hour flu bug, I had enough. I was sick of feeling sick and decided to look into a short-term juice cleanse to see if fueling my body with only raw fruits and vegetables for a few days would do anything to jumpstart my immune system.

There are plenty of raw, cold-pressed juice companies out there. I started with a google search and a quick browse of Groupon. I found one that featured a 3-day juice cleanse that seemed really reasonable. I could commit to three days, anything longer made me anxious about how it would impact my lifestyle – I mean you can only watch your kids suck down chicken nuggets for dinner while you sip on blended spinach for so long.

The juices arrived frozen with very strict instructions for keeping them frozen until you were ready to consume them in the next 24 hours. For three days, I had 18 bottles of various juice blends to fuel me. I could drink as many as I felt like I needed in a day and I could mix in other raw fruits and vegetables as well, if the juice wasn’t enough. Tea and black coffee were okay too, as well as lots and lots of water.

So for three days, I cleared any social commitments that might involve food – why torture myself? Here are the highlights from my first experience with juicing and how it impacted my work flow.

Without food structuring my day, my schedule and my mental capacity seemed to open up

For three days, eating wasn’t a pleasure or pastime, it was a means to fuel my body. I didn’t have to think about what I wanted to eat for my next meal, because it was pretty straightforward and only took a minute or two to consume. I didn’t snack because I was bored, mostly because I wasn’t all that interested in snacking on raw vegetables. I opted for a lot of tea and water to sip on while I was working. This showed me how I was misdiagnosing boredom for hunger, and how much I was really consuming over the course of a day. Without mealtimes (and those routine snack times) structuring my day, I felt like I had so much more interrupted time to get things done.

The change to my health was gentle, yet noticeable

Unlike those crazy fad cleanses that I have heard leave some people running to the bathroom all day, drinking raw, cold-pressed juices was about as gentle as it comes. I can’t speak for everyone, but in my experience, I felt less bloated and like I was functioning so much better after just one day. I felt mentally alert and, for the most part, in a really good mood. Even if this is a placebo effect to knowing you’re doing something good for your body, I’ll take it!

I did not have to give up my routine schedule or activities

I often think people worry that a cleanse means you have to take it super slow, giving up exercise and sleeping all day. That was not my experience. I completed a normal workout my first day and lighter workouts the next two days (solely because of my schedule). I still put in normal work days, took on client meetings and events and kept up with the kids. I made sure to give myself the opportunity for a good night’s sleep, but that’s a smart habit to practice – cleanse or no cleanse!

Instead of focusing on food, I focused on other ways to fuel my body

Over the course of those three days, I stopped looking to food for comfort and pleasure. Instead, I found other ways to get a similar mood boost. I would go for a walk, take a long bath, catch up on a favorite TV show or paint my nails. These activities were so good for my soul, not only my body. I felt like I was finally taking care of myself.

I felt empowered

At times, I definitely felt hungry, agitated and craving my normal foods (even a bowl of oatmeal seemed like a treat by day three!). But those moments were short lived. Knowing it was just three days made it a really reasonable commitment. How many days do I not eat healthy? My body deserved this three day break. I was determined to do this and do it right. At the end of each day, I felt empowered by my discipline and will power to stick with this. The experience caused me to get a little uncomfortable and dig a little deeper. This newly ignited “fire” is still burning and continues to help my accomplish other undesirable or challenging tasks life requires of me daily.

By the end of three days, I was ready to be back to solids!

The first morning off the cleanse, hell yeah I was excited about a hot breakfast! Normal, healthy foods seemed so indulgent. It was awesome! Fruit tasted like candy and I really had no cravings for sugary or greasy foods. Why undo in one day what took me three days to accomplish? The cleanse really helped me to reset my relationship with food and to see areas where I was getting a little lax. Have I indulged since them? Absolutely! Life is about balance. Since this three day cleanse, I have done a “mini reset” where I juiced for just one day if I felt bogged down by sugar, alcohol and caffeine.

Will I do it again?…Yes!

I will, and look forward to, keeping a juice cleanse part of my journey toward good health. I want to stress that for me, this was not about losing weight. That wasn’t my goal. I wanted to nip some bad eating habits in the bud before they caught up with me. I wanted to boost my immune system and retrain my cravings to be for good, nutrient-dense foods, not junk. I learned a lot about my will power of the course of those three days, as well as my tendencies to misinterpret cravings. I see no reason why, anyone who wanted to, couldn’t do a three-day juice “reset” to better their own health!

Have you ever taken on a cleanse, reset or otherwise “challenge” to better your health? Share your experience by commenting below!

Note: This post is not sponsored in any way, so I did not want to call too much attention to the brand of juice. However, I’m sure you’re curious so I used Raw Generation (www.rawgeneration.com). Be sure to use the 70% off coupon they offer. Shipping is steep, so if you think you want to stock it, it’s better to do it all in one order!

 

 
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Posted by on April 24, 2017 in Business & Success, Life

 

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The Two Week Evaluation Every Entrepreneur Should Take

The Two Week Evaluation Every Entrepreneur Should Take.pngAs an entrepreneur, the only thing that is constant is change. There is an ebb and flow that takes some getting used to – if you can ever really get used to it at all. To make things more complicated, try throwing a family into the mix. That means other little humans rely on you for both time and money to keep them going. You begin carrying the weight of the world on your shoulders, and after enough time, you forget how to relax and enjoy downtime.

Candidly, I’m describing my personal scenario since I became a business owner nearly six years ago and a mom nearly four years ago (and again just last year). Ever so gradual I have taken on more and more responsibilities in my day. To think back to simpler times, I wonder how I could ever feel like I was busy then. It’s true. Life can gradually add weight to the baggage you carry; you hardly notice as it happens, then all of a sudden it feels like it’s going to bury you.

What I’ve discovered to be effective for “checking” yourself every so often is a simple two-week evaluation that forces you to recognize unhealthy habits that could send you into a downward spiral of stress, anxiety and overload. It can also help you identify where you’re making progress so that you stay on the right track. Take a look at the eight questions I ask and answer every two weeks to gauge my happiness and satisfaction with my business. I highly encourage all fellow entrepreneurs (and especially hybrid moms) to do the same!

Overall, would you say most days you felt happy/positive/fulfilled or sad/negative/stressed?

This questions is so important to note trends in your mood that could signal a need for a change in your lifestyle. To live, even just two weeks of your life, where you felt sad more often than you felt happy is a waste of precious time we have here on this planet.

On average how many (waking) hours a day do you spend working?

Through this question, if you realize you have been putting in 10+ hour work days (even if not consecutive hours) for two or more weeks, your life is greatly unbalanced. This means you’re splitting the other half of your day among sleep, family, hobbies, self-care and household duties. Something is bound to get pushed out!

On average how many (waking) hours a day do you spend NOT working?

This is essentially a follow-up question to the one prior. Say you work 10 hours then sleep 8 hours in a day. It’s a shock to realize you’re giving yourself, your family and your friends just 6 hours of your day, at best. In the grand scheme of things, isn’t this where you would rather spend your majority of time?

Have you felt like you had time to pursue hobbies that weren’t work-related?

I can’t recall (seriously) the last time I read something for fun. That’s sad. In my latest two-week evaluation, I realized I really needed to carve out time for personal reading. It’s a simple fix, like putting down my phone before bed and replacing it with a book. Catching this early will help you dedicate time to your hobbies so you don’t risk losing a sense of self.

Have you dreamt, or woke in the middle of the night thinking about work responsibilities?

If the thought of work is now disrupting your sleep (especially on an ongoing basis), something needs to change. This means you’re struggling to “shut down” after works hours and you are carrying the stress of work with you wherever you go.

What costs you time, and that you don’t enjoy doing, which could be outsourced?

If there’s a responsibility on your plate that takes up a good chunk of your time, you don’t enjoy doing it and your time would better be spent elsewhere – see if it can be outsourced! For me, this was cleaning. For my husband, this was lawn work. It sounds very “real housewives” of us, but when ran the numbers of the value of our time versus employing someone who runs a business doing these tasks, it just made sense. And it might make sense for you too!

Have you let someone guilt you into taking on more responsibilities when you did not want to?

Oh how I struggle saying now! A little pro bono work here and there is to be expected, but if you’re allowing multiple people to guilt you into to lightening their load, while adding to yours – that’s not right! Not only will this cause you stress, it will negatively impact your relationship with the person long-term. Put a plan in place for standing your ground and being upfront with people when you simply don’t want to take on more work.

What is the one thing you want to improve in the next two weeks?

This question is aimed at getting you to set a short-term goal. If you wanted to improve only one thing in your life in the next two weeks, what would it be? For some of you, you might discover it’s the need to let a trouble client go. For others, it might be getting on a better exercise routine or taking up a new hobby to relieve stress. Set this goal today, and in two-weeks you’ll again have the opportunity to see if you made progress toward reaching it.

Are you up for taking this two-week evaluation? I would love to hear what you discover as a result. Join in the conversation by leaving a comment below!

 
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Posted by on April 17, 2017 in Business & Success, Life

 

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How to Win Over a Client in the First Meeting

Concept shot of exchange business card between man and womanThe initial consultation with a client can be awkward and uncomfortable, especially if you feel like the two of you aren’t quite clicking. It’s essentially an interview – for both of you. Each person needs to decide whether they want to work with the other. And much like a first date, it can be hard to read the cues to know if the other person is “into you.”

There is no surefire way to make a client want to hire you, but there are a few best practices that can greatly increase your chances. This first meeting is the time to present yourself as professional and likeable. Here are some tips for making a good first impression at your initial client consultation.

Make them feel comfortable

First, establish your expectations for the meeting. I like to begin my first client meetings by letting them know this is a casual conversation simply for us to each learn about each other. I purposely don’t take out a pen and paper, until the conversation has reached that point. Rather, I’ve found it puts the other person at ease to feel like they’re talking to a friend and not being interviewed. This is an important step toward developing a meaningful relationship with a client.

Prove you’ve done your research

I know I said you should set the expectation of the first meeting to be a casual conversation, but that’s not a free pass to come completely unprepared. Make sure you do your research ahead of time so that you can ask targeted questions that will help you get to the point of the matter. If you leave a meeting with more questions than when you arrived, you didn’t do enough research to ask the right questions – and you’ve just made more work for yourself!

Share relevant experiences

If the opportunity naturally arises, you should reference other clients you’ve worked with that had similar challenges, and how you successfully overcame them. Clients like to know that you have experience related to their industry. You don’t need to be an expert, but having a few case studies to share can really earn you some bonus points.

Be humble

Coming in with too much confidence can push you over the edge – and not in a good way. Clients want to feel like they are in capable hands, but too much confidence can make it seem like you’re downplaying their challenges. It can even make them feel self-conscious that they aren’t able to solve the same problems you’re claiming to be “common” or “easy.” Be humble, genuinely listen to what they have to say, and throw in a little humor at your own expense!

Give them something of value…at no cost

I get it. You don’t think you can afford to offer free advice to a potential client for fear they could walk off with it and never call you again. And that may very well happen. However, in my experience, offering some minimal free advice almost always returns more business than what I would have gained by trying to charge for it in the beginning. Free advice earns you trust, wins you respect and shows the client you aren’t out to try and nickel and dime them. When they see that you really know what you’re talking about, they’re likely to carve out a budget and come back to you for more work.

Leave with a game plan

Finally and most importantly, leave the initial meeting with a game plan. This next move may be on you – to create a proposal or follow-up in some other way. Or it may be on the client to determine their budget or talk with their business partner. Either way, be sure to leave the meeting knowing who is expected to do what and by when. This allows you to follow-up should that deadline pass and it also prevents things from going stale after the progress you made in the meeting.

Do you have another valuable tip to share for how to win over a new client? Share your thoughts by leaving a comment!

 

 
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Posted by on April 10, 2017 in Business & Success, Life

 

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