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Tag Archives: Entrepreneur

Low Cost and No Cost Business Tools Every Entrepreneur Should Use

When I first began my Public Relations Consulting Business, now nearly six years ago, I had to find every possible low cost or no cost tool to grow my business with minimal overhead. Still to this day, I find myself continuing to use many of these same tools not just because they are cost-effective, but because they work. Take a look at the top 10 tools I recommend for every entrepreneur.

keyboard.

Email Management

gmail

Gmail – I’ve been with Gmail from the inception of my business. Though my email is @bennisinc.com, I can login just as I would for an @gmail.com account. It’s familiar, it’s user-friendly and it’s free – or about $2 per month, depending upon your plan. Through some of my clients, I’ve had the experience of using Outlook and have found no added benefit that Gmail doesn’t match and then blow out of the water. Need I say more about Gmail’s awesomeness?

Email Marketing

mail chimp

Mail Chimp – Mail Chimp has won my heart for several reasons. First, I appreciate that it keeps things simple and user friendly. If I want to send out a quick press release for a client, I can easily brand a template and have this sent within minutes. I have also seen unique and intricate templates created by my fellow designers that make a Mail Chimp email look just like some of those more “expensive guys’.”

Speaking of, I have experience using Constant Contact, Emma, MadMimi and more. I find these platforms to be far more fussy and expensive. If your contact list is less than 2,000 people and you send less than 12,000 emails per month, Mail Chimp is completely free!

Scheduling

doodle

Doodle – If you can relate to the scenario of countless “reply-all” emails with dates and times being thrown about trying to schedule a group conference call, then you need to get acquainted with Doodle. I have to schedule anywhere from 4 to 10 conference calls per month, often with ten or more people each. Doodle has been a huge time saver. I simply select a variety of dates and times that (foremost) suit my schedule, then all participants select the dates and times that also work for them. Doodle shows you what option works for the most people, so making a decision is easy!

Business Phone

google voice

Google VoiceI have never paid a dime for a dedicated business phone number and voicemail – it’s Google Voice makes this possible. My cell phone is an 814 area code, but I now operate in the 717 area code. In an effort to accurately portray my business as local, I selected a 717 business phone number via Google Voice and linked it directly to my cell phone. This means when someone calls my business line, I see “Google Voice” appear on my phone and know to answer it as a business call. My favorite feature is that I can record an alternate voice mail that people hear when they call this line, so they aren’t greeted with my personal voice mail. You can even record a specific voice mail for one specific person, if you really want to give a personal touch!

Conference Calls

free conference call

FreeConferenceCall.com – The name sounds a little shady, but this service has never done me wrong. You simply create a free account and they assign you a unique conference number to use again and again and again. If you want to pay a little more, you can add on any number of features, but for me, all I wanted was a dedicated, reliable conference line for free.

Invoicing

quickbooks

Intuit QuickBooks’ Invoicing Software – I’m slightly embarrassed to admit that I managed my growing PR consulting business completely with invoices I created in Word for the first five years. Starting in 2017, I was finally introduced to Intuit QuickBooks thanks to a client. From my first use, I was hooked.

This year alone, I am currently managing 22 active client accounts, and growing. Without QuickBooks, invoicing would be a nightmare. I can see who owes what, what’s overdue and easily compile a report to see any imaginable metric of my business finances. I’m trying not to kick myself too hard for not implementing QuickBooks sooner, but really it’s a shame how unnecessarily painful I made compiling tax information for my business. Lesson learned.

Productivity

boomerang

Boomerang (for Gmail) – Boomerang is my spirit animal. It allows you to draft and schedule email messages to go out at a specific date and time in the future. This allows me to schedule meeting reminders, follow-up emails or send out a proposal several days from now when it would hit my client at a better time. I can take care of the task while it’s on my mind and not have it sit in my draft box. Boomerang is like my personal assistant that takes care of the rest! This service is free for up to 10 messages per month, which suits me just fine. For a little more money you can unlock their entire suite of features. If you feel like you’re always forgetting to send out or follow-up on emails, definitely check this one out!

Social Media Management

hoot suite

Hootsuite – I’ve explored several different types of social media management platforms and my loyalty remains with Hootsuite. I pay just about $10 per month and I’m able to accommodate the management of all of my clients’ social media accounts. The feature that sold me is the ability to schedule social media posts in advance. I still get real-time notifications if anyone likes, comments or shares a post so I can immediately react, but the day-to-day logging into each account and posting is eliminated. This gives me back at least an hour of my day, every day!

File Storage and Organization

dropbox

DropBox – I might have one or two physical file folders with paperwork, everything else is in my DropBox – and that’s 6 years’ worth of storage! DropBox makes it easy for me to share entire folders with a client, graphic designer or anyone else who may need access to these items. I also gain peace of mind knowing I can access these same files from my phone or any other computer via DropBox.com. So should anything tragic happen to my laptop, I still have all of my client files at my fingertips.

Collaboration

g suite

G Suite – We started by talking about Google as a no cost or low cost resource to entrepreneurs, so let’s end by talking about it some more. G Suite, specifically Google Docs and Google Sheets, is a great tool for collaboration. Multiple people can edit a document in real-time, eliminating the back and forth with multiple versions of the same document and not knowing which is the most up to date. In short, G Suite is a simple and free collaboration tool that most everyone is comfortable using – a huge selling point especially when working with clients who aren’t tech-savvy.

What are some of your favorite low cost or no cost business tools? Share the technologies that have helped you to grow!

 
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Posted by on June 12, 2017 in Business & Success

 

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How I Plan to Gain More Free Time in the Summer Months

summer 2017

Given the Memorial Day holiday, I think just about everyone is thinking about the fun summer activities that lie ahead. I know I am! This is why I got to thinking about my plan for the summer to ensure I enjoy my most favorite months of the year. It’s too easy to stay on the same work routine and not take advantage of the warm weather and time with family. Being a creature of habit, I thought the best thing to do was to set some “boundaries” for my summer and come up with a new routine that will help me maximize my free time and benefit from my flexible work schedule throughout the coming months. Take a look!

End each weekend with a preview of the week ahead

In order to get more out of my work hours and maximize my free time, I’ve found it to be really helpful to end the weekend with a review of the upcoming week’s tasks and obligations. This gives me a good mental grasp on how much dedicated work time I’ll have, verses time that will be spent at meetings or events. I also compare this schedule with my husband’s to be sure we’re fully covered on family duties. There’s nothing quite as stressful as realizing you both need to be out of the house early without someone to run the kids to daycare!

Get up at the same time every day

This will be a challenging one, but one that will surely help to maximize my free time so I can enjoy the summer months. Every day of the week, including Saturday and Sunday, I plan to get up at 6am. Some days I may have a little helper join me who wakes up early, and some days I may get a cup of coffee and a head start on my inbox. No matter how I spent this extra hour of the morning, it will go to good use and put me in the best position for a less stressful day. On the weekends, this will be the only hour I dedicate to checking in on work – or I’ll use it to get in some exercise!

Make a plan – for both work and play

Just as it’s important to plan to get work done, it’s also important to block out time in your schedule to enjoy non-work related things. I’ll have an agenda for each day that outlines how I want to spend my time. This will likely involve a mix of some work tasks along with a nap in the sun on the back deck. On days I have one or more kid home with me, I will prioritize only what has to get done that day to keep me on top of my work tasks, the rest will be dedicated to family time!

Stay on a routine for monthly tasks

I’ve gotten on a good routine of looking at all projects I have to deliver on a monthly basis and dividing them into one of two categories: tasks to be delivered for the current month and tasks to be delivered for the coming month. The first category of tasks gets prioritized and completed between days 1 and 15 of the current month. The second category of tasks are put on the to-do list starting day 15 and completed no later than the end of the month. If you’re overwhelmed by your task list, you may need to start categorizing and prioritizing tasks so you have a better handle on what needs done now and what can wait.

Limit networking and social requests

For some, summer is the prime time to set networking meetings and attend social events to grow your business. But for me, I’d much rather spend my free time soaking up the sun with my kids. Because of this, I frequently decline such requests. I’ll tell the contact that we can set date for the fall, and if they’re really serious about meeting, they’ll comply. For those “serial networkers” that were likely going to be a waste of time anyway, they will forget to follow-up and fade away.

Zero out my inbox each evening

This takes a little commitment, but once it’s routine it will greatly streamline workflow. I practice this now, and plan to into the summer. Every evening, once the kids are in bed, I take up to 30 minutes to “zero out” my inbox. What this means is that I check in on any emails that may have come in since I closed up shop sometime in the afternoon, and I address them. Many emails can be read and deleted, others will need a response. If the response is quick, I give it. If it will take some time, I patch it into my work flow for tomorrow. If I anticipate needing more than one day to reply to a client, I first reply with an acknowledgement of the email and then let them know when to anticipate my full response. I have found this last tip to be the key to keeping clients happy by keeping them in the loop. It also prevents additional follow-up emails or phone calls asking when something will be completed.

With these tips, I hope to enjoy a slower paced summer without needing to cut back on any client work. With my extra free time, I plan to enjoy the warm weather, spend time with family and take a few long weekend trips to make some new memories. If this new routine produces favorable results, I just may never come back from my “summer” lifestyle!

How do you plan to manage your workload to enjoy this summer? Share your ideas by leaving a comment!

 
 

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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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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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5 Signs a Client is Not a Good Fit for Your Business

5 Signs a Client is Not a Good Fit for Your BusinessWhen meeting with a prospective client, we can get so caught up in wanting to help them see the value or our services, that we overlook the signs that they wouldn’t be a good fit for our business. I’m guilty of having done this a time or two. I know because the client was a headache to work with and ultimately didn’t work out long-term. So how can you avoid wasting time and energy on the “wrong” clients? Start by watching out for these common warning signs.

  1. They can’t really tell you why they want to meet with you

This first warning sign should throw up an immediate red flag of caution. If you receive an email or phone call from someone who wants to meet with you to discuss your services, but they can’t really tell you specifically what service they need or the major challenges they’re facing right now, don’t be too quick to schedule an initial consultation.

It may seem like a good idea to sit down with them to gain more information, but from my experience, this isn’t the case. A good client can communicate why they want to meet with you, and what they need from you. A client who doesn’t know enough about their business’s problems to know why they need your services is likely going to be a waste of time.

  1. They use the initial consultation to get as much information out of you as possible

If you leave your initial meeting with a prospective client feeling like you just left an interrogation, there’s a good chance you may not be hearing from then again. I never charge for an initial consultation because I see this as an “information-collecting” phase and not an “information-giving” phase. A warning sign that a client is not a good fit is that they use this first meeting to try and get right to the meat of things. How do I do this? What are the best practices for this? How can I solve this problem? These are all great questions I’m happy to include in a strategic communications plan, but as for this first cup of coffee together, let me understand more about your business and current tactics.

  1. You pick up on the fact that they’re “shopping around”

If you meet with someone who references the multiple other companies (who offer your same services) that they’re talking to, this is a sign that they are making a game out of this. I understand – and encourage – clients to talk to one or two other companies for comparison, but when a client is taking months to “interview” a dozen consultants, this isn’t going to be a good fit. First, you’ll end up waiting on hold for a long time until the client can sort through all of their proposals and notes. Second, this is a warning sign for how they do business and it’s likely they will overanalyze and hold up progress on your efforts, too.

  1. They don’t seem serious about making a commitment

When I meet with a client, there’s a pretty clear process that results in a signed contract and the commencement of services. A big warning sign of a bad client is one who doesn’t have any idea of when they’d like to start their project. They’re just beginning to test the waters to determine if your services are the answer to their current challenges. What you want is a client who has already worked through this process and determined that they need the services you provide and have clear start date in mind.

  1. What they need is not really what you provide

A final warning sign to watch out for is when you get the gut feeling that your services are not the answer to their problems. Maybe they need business development, not PR. Or maybe they are already doing everything you would tell them to do and they just need to give it time. There are a lot of scenarios, but the end result is the same. If you know your services are not a good fit for their business, do a favor for both of you and be honest with them.

Do you have a warning sign to add to this list? Share your thoughts by leaving a comment!

 
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Posted by on March 20, 2017 in Business & Success, Life

 

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