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Dec 17 2018

Seller-Doer Tools: Networking (Free Book)

Networking Skills for A/E/C Professionals

By Scott D. Butcher, FSMPS, CPSM

In previous posts within the Seller-Doer Tools series, we looked at several techniques that involve limited personal interaction with prospects and clients – content marketing, which takes many forms including blogs, and social media, which is a way to connect with prospects online and create a “virtual network.” We also looked at warm calling, leveraging a relationship or knowledge to make a connection that isn’t totally cold, and account mining, which entails developing deeper relationships with existing clients.

This post is focused on an extremely effective tool for establishing new relationships and enhancing existing ones: networking.

This also happens to be a tool that many professionals fear unnecessarily, primarily because they’ve never been properly taught how to network. There’s too much “stranger danger” apprehension among technical professionals, and a persistent misconception that networking is only for extroverts. In reality, introverts and ambiverts possess the skill set to be very effective networkers. Furthermore, you are networking every day, whether you realize it or not! You already know how to do it!

There are many resources available to help you become a skilled networker, but A/E/C industry-specific options are minimal, and many of the resources don’t delve deeply into real-world scenarios and recommendations.

Networking for A/E/C Professionals by Scott D. Butcher, FSMPS, CPSM

That’s why I wrote this free ebook, Networking for A/E/C Professionals: A Blueprint for Seller-Doers. Like several of my other books, the content began life as an educational presentation, later evolving into a book. The guide contains more than 150 tips to help you through the networking process, from pre-event planning to the event itself to post-event follow-up. You’re only as strong as your network, and thus networking skills are critical at every stage of your career, whether looking for your first job, advancing within your company, or running your own firm.

Please download the ebook by clicking on the link or image above, and feel free to share the download link with your colleagues. If you prefer a hard copy, you can order one here.

Rather than reiterate the content of the book, I want to briefly address the “why,” “what,” and “where” of networking. You could literally attend a different networking event every night of the week, every week of the month. But who wants to do that? Knowing the right places to connect is just as important as possessing great networking skills.

As Simon Sinek likes to say, “Start with why.” That’s a good place for you to begin, too. Why are you attending the networking function? There are myriad reasons:

  • Become better known in the community – meet local leaders
  • Develop firm name recognition
  • Build your personal brand
  • Meet prospective clients
  • Meet “influencers” and “connectors” – people who can help your firm gain new commissions and meet the right people
  • Gain competitive intelligence
  • Find potential teaming partners
  • Meet potential future employers
  • Catch up with friends and colleagues
  • Fill in the blank: ________

Once you determine the “why” of networking, you must next determine the “what.” What are you hoping to get out of attending an event? What is your goal? There’s an opportunity cost associated with networking – both in terms of company activities and personal time. If you haven’t articulated the “what,” don’t go. Your time is way too valuable.

After you’ve established answers to the “why” and “what” questions, the final question to answer is “where?” Where do you need to be to accomplish your “why” and “what”?

If you want to network with local leaders, then perhaps a local chamber of commerce event, economic development organization program, or service club meeting (Rotary, Sertoma, Kiwanis, Lions) makes sense.

Conversely, if you are looking for teaming partners, you may want to focus on A/E/C industry organizations like SMPS, AIA, ACEC, AGC, USGBC, ULI, etc. For those firms doing federal government work, the Society of American Military Engineers (SAME) is a great place to develop teaming relationships. These same organizations also provide excellent networks if you are looking for a job.

Prospective clients often gather in their own affinity groups. Some organizations cross multiple industries, like the International Facilities Management Association (IFMA), while others are very industry-specific, like APPA for higher education (formerly known as the Association for Physical Plant Administrators) and ASHE / American Society for Healthcare Engineering for health care.

There are many tradeshows and conferences serving the various industries, and these provide fertile ground for networking. There may even be local, regional, and national conferences and expos to consider, depending upon your reasons for wanting to network and the geographic territory you’re focusing on. In the marketing vernacular, this is your target market. Define your target market demographics (industry, organization type, organization size, geographic location, contact profile, etc.), and then focus your networking activities there.

Once you figure out why you are networking, what you are trying to accomplish, and where you should be, you can then start to plan your networking activities and build upon your skill set.

That’s where Networking for A/E/C Professionals: A Blueprint for Seller-Doers comes in. The content is broken down into easy-to-digest sections:

  • Why Networking is Important
  • What Networking Is & Isn’t
  • Who Belongs in Your Network?
  • Before the Event
  • Know Thyself
  • During the Event
  • How to Determine if Someone Belongs in Your Network
  • Potential Stories to Bring
  • After the Event
  • Grow & Nurture Your Network

The book is formatted for those of us with short attention spans – 150+ ideas/recommendations, each with a few supporting paragraphs. That way you can go back again and again to use it as a refresher!

The book also contains a list of more than 70 affinity organizations and societies, borrowed from another one of my books (Reputation Design+Build: Creating Winning Personal Brands for Engineering, Design & Construction Professionals). Additionally, you’ll find a list of resources – books that will further enhance your networking abilities should you wish to elevate your knowledge. From the back-cover, the four primary reasons you may want to read the book:

  • Discover the networking techniques that you feel most comfortable with
  • Learn to utilize networking tools to expand your contact base and develop deeper relationships
  • Analyze your current network of contacts to determine who belongs in it and how it can grow
  • Identify the most important contacts in your network and develop a Customer Relationship Management (CRM) program to maintain regular contact

The book link is a direct download, not hidden behind a wall (no personal information required), so what are you waiting for? And again, please share the link (or this blog post) with your friends and colleagues who could use a refresher or need to sharpen their networking skills!

Once you’ve read it, drop me a note to let me know your thoughts. Do you have some great networking tips or lessons learned along the way? What tips worked best? I also offer a half-day networking skills workshop and would be happy to discuss it with you. Reach me at 717-434-1543 or sbutcher@jdbe.com.

Connect with Scott

  • LinkedIn: https://www.linkedin.com/in/scottdbutcher
  • Twitter: https://twitter.com/scottdbutcher

You Might Also Like

When Should You Up Your Business Development Game?

Seller-Doer Tools: Content Marketing

Seller-Doer Tools: Social Media & Social Selling

Seller-Doer Tools: Warm Calling

Seller-Doer Tools: Account Mining

Resources for A/E/C Seller-Doers

Simplified Project Photography: A Guide for DIY Architectural Photographers (another free ebook)

Written by Scott Butcher · Categorized: Business Development, JDB IQity, Marketing, Networking, Seller-Doer · Tagged: A/E/C, Business Development, Business Networking, Networking, Seller-Doer

Sep 28 2018

When Should You Up Your Business Development Game?

Up Your Business Development Game
By Scott D. Butcher, FSMPS, CPSM

You’ve probably heard the one about the company that got so busy working on projects that they stopped doing business development. And why not? Their phone just kept ringing with new opportunities. But then the phone stopped ringing – that was okay, it seemed, because there was still work to be done (aka, backlog!). Soon, however, workload began to diminish. Staff members who had decreasing amounts of billable time were told to “go get work.” Beyond the firm’s existing clients, however, they had few relationships. Opportunities continued to diminish, and more staff found themselves without project work. Office stress levels went up, and layoffs followed.

Sound familiar?

This has played out tens of thousands of times in the architecture, engineering, and construction (A/E/C) industry. So how can a firm keep this scenario from becoming reality? By focusing on proactive business development. Right now, before it’s too late!

Research commissioned by SMPS/SMPS Foundation found myriad approaches to staffing business development. Mid-size and large firms are more likely to have dedicated business developers on staff than smaller firms. Firms of all sizes rely on technical professionals (seller-doers) to dedicate a portion of their time to business development. Some firms use seller-doers exclusively, while others incorporate a mix of dedicated business developers and seller-doers. Others use professional business developers exclusively.

No matter the size of your firm, however, you most likely have key staff members involved with business development: principals, project managers, construction executives, lead architects or engineers, and more. Industry surveys have revealed that A/E/C firms typically generate 80% of their work from existing clients, making this the most fertile ground for seller-doers to conduct business development – expanding services and locations with existing clients. Conversely, firms with dedicated business developers typically have them focus on generating opportunities with new clients.

But how, exactly, are technical professionals learning to sell? Sadly, only about one-third of firms provide any sort of business development training to staff members. Would you make a recent high school graduate a lead engineer? Would you let a newbie in the construction industry serve as a site superintendent?

Of course not!

So why expect your technical professionals to conduct business development when they have no appreciable training? Fortunately, the SMPS/SMPS Foundation research, which entailed a quantitative survey of more than 1300 industry professionals, as well as a series of qualitative interviews, determined how firms are conducting business development training; that is, for the one-third of firms that actually provide training! Techniques used by firms include:

  • Utilize dedicated business development and marketing staff to conduct training (50% of firms that offer training)
  • Attend webinars (40%)
  • Employ internal communications tools like email (37%)
  • Conduct annual workshops/meetings (37%)

For those firms currently offering training, here are the most common topics:

  • Delivering presentations / public speaking (62%)
  • Networking best practices (55%)
  • Developing presentations (52%)
  • Writing proposals (47%)
  • Starting conversations (41%)

The research also queried all participants about what training they would like to have, whether or not their firms currently offered any type of business development training. The top responses were:

  • Getting the most from client organizations (39%)
  • Developing client capture plans (34%)
  • Time management (33%)
  • Market research (27%)
  • Networking best practices (25%)

For many design and construction firms, times are good right now. Work is plentiful. Conversations around boardroom tables are more focused on finding staff to deliver projects than conducting proactive business development, much less offering business development training. And that’s a critical mistake. Whether the next industry downturn occurs in one year or three years, it will happen. Firms should never take their eye off the business development ball! One of the best ways to do that is to provide training to your principals, project managers, construction managers, and other key staff.

If you have dedicated business developers or a marketing department, you should empower them to develop a training program for your team. Reference the findings above for potential training topics.

To download a complementary copy of the 32-page research report from SMPS/SMPS Foundation, Sell. Do. Win Business. How A/E/C Firms are Using Staff to Win More Work, surf here: https://www.smps.org/wp-content/uploads/2016/10/Sell-Do-Win-Business-Web-Res-Report.pdf. Note: I led the research and authored the report. 

Interested in providing training for your staff? Check out my two new programs below, Building Better Seller-Doers and Content Marketing for A/E/C Firms!

Seller-Doer Training from jdbIQity

Content Marketing Training from jdbIQity

Reach me at 717-434.1543 or email me at sbutcher@jdbe.com if I can help in any way.

Connect with Scott

  • LinkedIn: https://www.linkedin.com/in/scottdbutcher
  • Twitter: https://twitter.com/scottdbutcher

You Might Also Like

  • Seller-Doer Tools: Content Marketing
  • Seller-Doer Tools: Social Media & Social Selling
  • Seller-Doer Tools: Warm Calling
  • Seller-Doer Tools: Account Mining

Written by Scott Butcher · Categorized: Business Development, JDB IQity, Marketing, Seller-Doer · Tagged: Business Development, Seller-Doer

Jul 18 2018

Seller-Doer Tools: Content Marketing

 

Content Marketing

by Scott D. Butcher, FSMPS, CPSM

In a prior post, we looked at the value of social media and social selling as a business development tool for seller-doers. In this post we’re going to review a related, but totally different approach: content marketing.

Sometimes referred to as education-based marketing, inbound marketing, or thought leadership marketing, the idea behind content marketing is to provide interesting, useful information – aka, “content” – to your target audience. This is often accomplished via blogs, but can really be online or offline, and include:

  • Online
    o Blogs
    o Ebooks
    o Whitepapers
    o Video
    o Infographics
    o Social Media Posts & Comments
  • Offline
    o Articles
    o Books
    o Presentations
    o Panel Discussions

This is not an all-inclusive list, but does cover the primary content approaches. You have knowledge, and the process of sharing that knowledge with your target audience can open new doors and even generate leads and new business. That’s the essence of this seller-doer tool: “Build it and they will come.” (Of course, it’s not quite that easy!)

Before the era of blogs and social media, I was a big fan of content marketing, although I never called it that. Writing articles for business journals, trade publications, society journals, and company newsletters were a way to provide value and demonstrate thought leadership. Likewise, giving presentations to professional and client organizations or participating in panel discussions were effective approaches to building credibility and gaining a new audience.

These approaches still work, and should be a critical component of any content marketing campaign. Furthermore, the online content approaches of today often lead to opportunities for offline content sharing. For example, you write a blog and one of your readers invites you to speak to their organization or requests that you submit to speak at a forthcoming conference.

JT 26 wk Preemie

I was blogging before I really knew I was blogging. In 2007, my son was born severely premature (14 weeks early, 19.2 ounces). He would go on to spend 124 days in the NICU, and I needed a way to communicate with family and friends. Our third day in the NICU, one of the nurses told me about Caring Bridge, and how I could provide information on that website and share the URL with people, thus updating everyone at once. I thought it was brilliant, and soon began making regular updates. Too regular, in fact. If I would miss posting one day, the next day I would be flooded with calls and emails asking if something was wrong. People became so used to watching for updates: they were subscribing to receive them via email, and sharing the URL with friends. Soon our guest book was filled with well-wishes from people we had never met. Our little blog – written in my son’s voice – was going viral!

A few months after my son “graduated” from the NICU, I was talking with the editor of our local newspaper, and he asked if I had ever blogged. I said no, but then told him about my Caring Bridge experience. He responded, “Scott, you’re already a blogger!” And soon I was blogging about historic architecture for the newspaper website. That was in 2007, and few of us were on Facebook, LinkedIn, or Twitter yet.

Today, there are many more online tools at our disposal! Today, I can write a blog for the company website, then promote it via my social media feeds. My connections might like or share my social media comment, or post a direct link to my blog, thus exposing it to their network – and many people that I don’t know.

Social sharing is an excellent way to expand your network and gain new connections; however, the foundation for social sharing is quality content. I’ve been the sales and marketing blogger for Engineering News-Record since 2014. A recent post about business development trends led to 25 new A/E/C connections on LinkedIn. I’m an “open networker” for A/E/C – the people I connect with virtually might have a need for JDB Engineering’s services, or might invite me to speak at a conference, or might want jdbIQity to help with marketing consulting or training. In other words, it is important for me to continually expand my network – online and off. (And with networking, sharing is a two-way street, but we’ll save that for a future post!)

At JDB Engineering, we had been dabbling with a blog for several years. We had a handful of staff members that would get excited about blogging, write a few, and then be finished with it. However, when we refreshed our brand in 2016, we knew that we needed to elevate our marketing game. JDB Engineering’s slogan of “Engineering with Creativity, Leadership by Design” essentially evolved to become our mission. But it needed proof. In 2017, we concluded that a content marketing campaign was exactly what was required to promote our brand and expand our network. So we launched a campaign in November, with a goal to produce regular, informative content (3-4 posts per month).

Six months in, we’ve seen our website traffic more than triple. We’ve generated a few leads. We’ve gained first page listings on Google for several keywords. But content marketing is a marathon, and for us it has just begun.

When I talk to industry professionals about the seller-doer model, and how content can be a useful tool, I’m often met with skepticism. “That will never work,” they say.

They’re wrong. It will and does work; however, consistency is key. One blog or article a year is simply not enough. Nor is an occasional presentation. In the advertising world, they used to talk about the “Rule of 7”; that is, someone must hear a marketer’s message at least seven times before they remember it. That “rule” apparently dates from the 1930s, when there were a lot fewer marketing messages competing for our attention. The Rule of 7 has been adopted for other functions, too, like it takes seven attempts for a seller to contact a prospect before they get through, or a seller must speak with seven prospects to get a meeting with one. Or, insert the version you’ve heard here.

Sometimes the Rule of 7 is the Rule of 10 or even 12.

What really matters is the “spirit” of the rule: you need regular messaging to gain attention. In the context of content marketing, it means that you need regular blogs, or social media posts, or presentations, to generate name recognition and create demand.

Before choosing to move forward with a content marketing program, there are several basic questions you must first address:

  • What is the Purpose? Why are you doing this? What is the endgame?
  • Who is your Audience? Is there a certain industry or position that you are targeting?
  • What is the Stage of the Buying Process? A lot of content falls under the awareness stage – it helps to generate awareness. But in B2B marketing, there’s apparently a lack of consideration stage content; that is, thought leadership that can help inform a decision on whether to move forward with your firm or not.

Perhaps the most-cited reason for the ineffectiveness of the seller-doer model is the lack of time. Seller-doers spend all their time doing, so they are too busy to sell. This negatively impacts all the tools – account mining, networking, social selling, and more. This is why content marketing can be so valuable – if you choose to blog, you can do it anytime, 24/7.

One of the keys to JDB Engineering’s success to date – and we’re still early in the process – has been a focus on making content marketing cultural. We are now an AIA CES provider, and have more than 20 one-hour programs for which we can award Learning Units. So we can give lunch-and-learn programs at architect or contractor offices, and attendees gain a CEU for their license or certification renewal. We can also present our content at industry events and conferences, and it helps that we have CEUs already approved.

We’ve also repurposed some of this presentation content and taken it directly to owners, who often have staff in need of continuing education units – and everyone is in need of continuing education, regardless of whether or not they have education requirements for license or certification renewal.

The turn toward a blogging culture is driven from the top of our organization. When we sit in meetings and share stories, you’ll here employees say, “That would make a great blog.” For instance, we have a lighting design group, JDB Illumination, and they’ve written a series about lighting temperature and illuminance, and how it impacts facilities and occupants. Just look at their recent posts:

  • Understanding Correlated Color Temperature
  • What is the Ideal Color Temperature for Your Lighting?
  • Illuminance and Perceived Brightness
  • Understanding Selectable Color Temperature

Furthermore, these blogs incorporate content from our educational presentations, which include:

  • Lighting for Occupants, Not Footcandles
  • Lighting Controls 101
  • Lighting for Mood
  • Lighting 101: Learning the Lingo & Working with Lighting Designers

We maintain an editorial calendar, but it is dynamic. Sometimes we don’t meet our deadlines. Other times we see a lot of content generated at once. Our subjects change regularly, so we keep a master list to ensure we don’t let some topics fall through the cracks. We’ve asked experienced staff members to write blogs – and young ones as well. This is part of the process of making it cultural. In fact, in our Monday morning staff meetings (held by most A/E/C firms to review workload for the week), we now have a time category for content production.

Everyone in your firm can and should contribute to business development. Some professionals are very comfortable on the “front lines,” attending meetings, trade shows, and networking events. Others are uncomfortable with those tools, so something lower impact – like writing blogs – still allows them to contribute.

For me, one of the most valuable uses of content is not the “direct” lead (when a reader of a blog or article, for instance, is so impressed that he or she calls you about a project – this can and does happen, but not all the time!), but rather the indirect uses. In an earlier post in this series of seller-doer tools, I reviewed account management. Within the A/E/C industry, we rarely contact our clients and past clients enough, so meaningful content provides us with a great excuse to contact someone:

“Hey Susan, it’s been too long since we last spoke! I hope life is treating you well! One of my colleagues just pulled together a really interesting blog about the color temperature of light in a building, and I thought you would be interested in reading it. Check it out when you have a chance: https://jdbengineering.com/ideal-color-temperature-lighting/. And then check your calendar to see if you if you have a few dates when we could get together for lunch. I’d love to catch up and learn what’s new with you.”

The real purpose of this email is to set up an in-person visit with a former client. But having the blog made for a great excuse to reach out and contact a former client! Plus, I now have a conversation starter when I make a follow-on call.

Here’s another example: One of our staff members was meeting with a prospect, who asked about our ArcFlash consulting experience. A few clients were mentioned, and after the meeting, the staff member followed up with a short email, directing the prospect to a blog we had published on the topic. That blog post alone demonstrated our credibility and understanding better than a list of projects could. Clients are smart – they understand that just because your firm has a list of relevant projects, it may very well be that the staff members who worked on the project aren’t even with your firm anymore! As a client once told researchers from the Society for Marketing Professional Services Foundation, “Firms have pictures. People have experience.” Content marketing is a way to showcase that knowledge!

One final benefit of content marketing: personal branding. If you share your knowledge via blogs, articles, presentations, videos, and more, you will become recognized as a subject matter expert. Your personal brand will grow and new opportunities will appear: project opportunities, public speaking opportunities, writing/blogging opportunities, and even professional association opportunities – like joining a board of directors. Content marketing allows you to elevate your company while building your personal reputation, a win-win for everyone!

Connect with Scott

Questions about content marketing? Reach out to me at 717.434.1543 or sbutcher@jdbe.com. Or connect with me and let’s continue the conversation online:

  • LinkedIn: https://www.linkedin.com/in/scottdbutcher
  • Twitter: https://twitter.com/scottdbutcher

New Content Marketing Training Program

jdbIQity has launched a new half-day Content Marketing Training Program, covering types of content marketing, storytelling, audience, online vs. offline, how to find ideas, repurposing, promoting, and more. If your company is looking to move forward with a content marketing program, learn more here, then contact me!

You Might Also Like

  • Seller-Doer Tools: Social Media & Social Selling
  • Those that Lead, Speak. And Write.
  • Why Aren’t You Blogging? (External link)
  • The State of Social Media in the A/E/C Industry (External link)
  • Content Marketing: A Short Primer for A/E/C Firms (External link)

Written by Scott Butcher · Categorized: Business Development, Content Marketing, Seller-Doer · Tagged: A/E/C, Business Development, Closer-Doer, Content Marketing, Doer-Seller, Seller-Doer, Social Selling

Mar 14 2018

Seller-Doer Tools: Warm Calling

Warm Calling

by Scott D. Butcher, FSMPS, CPSM

If you’re like most A/E/C professionals, you probably don’t enjoy conducting sales over the telephone, especially if you are prospecting. Yet sometimes you still need to pick up the phone, no matter how much you hate it.

It makes sense. Traditional “cold calling” is now considering “interruption marketing,” meaning that you are interrupting someone’s day by placing the call. We all hate receiving cold calls, whether at home or at work. In fact, how many of us look at incoming phone calls and ignore them if we don’t recognize the number?

What’s funny is that a lot of design and construction professionals I know have no problem picking up the phone when it is project-related. They’ll call the client, potential vendors, local government officials, consultants, subcontractors, or anyone else necessary in the pursuit of an answer to achieve a successful project. Sometimes they know the people they are calling; other times they’ve never previously spoken. And yet these same, skilled phone conversers cower at the thought of calling someone they don’t know if it is done in the context of business development!

Sure, if the prospect calls them, it’s an easy conversation. But when the roles are reversed, the stress levels shoot up! However, no matter how many emails you send, LinkedIn connections you make, social media comments you post, blogs you write, or presentations you give, there must still be meaningful conversation. Few projects are won without robust two-way communication.

Ultimately, you’ll want the conversation to be face-to-face, beyond a superficial conversation in a networking environment. This is where the warm call comes in.

A warm call differs from a cold call in that you have a reason to be placing the call – you know the person, someone suggested you contact them, they saw you present, you saw them present, you connected on social media, you spoke briefly at a conference or event (like an IFMA meeting), etc. A cold call is when you don’t know the person at all and have no prior points of connection. Sometimes that is still necessary, but usually it isn’t, especially with all the tools available today.

Ask an existing client if he or she can provide the names of any counterparts at other companies. The call instantly becomes warm: “Hello, John, my name is Scott Butcher, and I’ve been working with Sarah Doe at Acme Products. She suggested that we connect. I understand that…” (Ideally, Sarah. would have primed the pumps by first talking to John, emailing him, or doing a social media introduction. But this is not always the case.)

If you give a presentation somewhere, get the attendance list, and follow-up. “Hi John. This is Scott Butcher. I wanted to thank you for attending my program about Building Information Modeling, and I’m hoping you would be willing to share some feedback with me.”

Connecting on social media may be another excuse for a warm contact. “Hi John, Scott Butcher here. Thank you for connecting with me on LinkedIn. As I mentioned in my connection request, we’re pulling together an educational program about health care facility trends, and I wanted to personally invite you to attend. Do you have time tomorrow for a short call?”

Remember the old adage that people hate to be sold, but they love to buy. So don’t sell on the phone. Don’t push your company, products, or services on them. Just have a conversation. Learn about them and their needs. Provide information and value. Establish yourself as a resource.

By all means, if you know that they have a need for your services right now, talk about it. But don’t sell. If they are looking to build in a municipality where your civil engineering firm has worked, share some of the processes or pitfalls they need to be aware of. If they are building a hotel and you are a mechanical firm, share with them the value of a VRF system for that type of project. If you sense that schedule is critical, tell them about your firm’s approach to modular construction on a recent project, and how that helped get your client into their facility 20% faster than traditional methods would have allowed.

But don’t say, “Do you need an architect? Oh, you have a firm you normally use? Okay. Thanks. Bye.” (How many times does that exact conversation occur around the country every day?)

Sometimes you might not easily have that “point of warmth,” like you met them at a networking event, they commented on your blog, or a client suggested you call them. So dig deeper. Check them out on LinkedIn or Twitter, if they are active. Conduct a Google search. Learn about them. Look for points of commonality – shared contacts, hobbies, organizations, colleges, interests, and so on. Certainly, if you identify someone you know who knows them, talk with the mutual connection. Learn about the prospect. See if you can get an introduction – or at least some intelligence that will help turn a cold call into a warm call.

Do This

  • Don’t pick up the phone until you consider the “Seven P’s”: Prior Proper Preparation Prevents Piss Poor Performance.
  • Do your research before you make a call – never pick up the phone to make a call before doing your homework first. Learn about the person you are contacting. What are your points of commonality? Do you have any contacts in common? Check out their LinkedIn profile or online bio.
  • Determine Value Message(s) – how can you articulate an offer of value to them? What is the offer, why is it important to them, and what is proof that it will work?
  • Create a call agenda. What is the purpose of your call? What would you like to discuss with them? Why should they want to speak with you? Your agenda may be as simple as:
    o Introduction – who you are
    o Overview – why you are calling; include common points of interest, referrer, online connection or groups in common, etc.
    o Value Message – what can you do to make their life easier or solve a challenge they are facing?
    o Call to Action – what would you like them to do because of your conversation (and again, what’s in it for them)?
  • Think about a voice mail message with call to action. Know that there’s a fairly-high probability that the person you are contacting will not actually pick up the phone. You may choose to not leave a message the first few times, but eventually you will need to speak to the dreaded voicemail! Plan what you are going to say, in advance, so you don’t sound like a bumbling idiot. Reference the agenda above for an outline of what to say.
  • Be yourself and be authentic. I hate when people call me and it seems like they are literally reading from a script. Or they try some sort of faux flattery that I can see coming from a mile away. Or they say something a little too personal about me that makes me feel like they are a creepy stalker! Or they are clearly following some 15-point sales system. Instead, let your personality show through.
  • If you cannot reach the person via phone, consider reaching out to them via email or a LinkedIn connection request or InMail. The outline above works equally well when written, although it is easy to ignore emails from people you don’t know!
  • To borrow the immortal slogan from Nike: “Just Do It!” There can be no positive outcome if you don’t pick up the phone.

Trying to invigorate or reinvigorate your business development program? Reach out to Scott D. Butcher, FSMPS, CPSM at 717.434.1543 or email him to learn how jdbIQity can help, from presentations and training programs to facilitation and customized consulting.

Connect with Scott

  • LinkedIn: https://www.linkedin.com/in/scottdbutcher
  • Twitter: https://twitter.com/scottdbutcher 

You Might Also Enjoy

  • Seller-Doer Tools: Account Mining
  • Those That Lead, Speak. And Write.
  • 10.5 Business Development Tools for Seller-Doers (AIA LU Program)

Written by Scott Butcher · Categorized: Business Development, JDB IQity, Seller-Doer · Tagged: A/E/C, Business Development, Closer-Doer, Doer-Seller, Seller-Doer, Warm Calling

Mar 08 2018

Seller-Doer Tools: Account Mining

Seller-Doer Tools: Account Mining

by Scott D. Butcher, FSMPS, CPSM

Seller-doer, doer-seller, closer-doer, rainmaker … these are all terms used to reference a technical professional (architect, engineer, scientist, construction manager, etc.) tasked with bringing in business to his or her firm. We know why this model is important: clients are increasingly demanding it. We know who is typically involved – research from the Society for Marketing Professional Services and SMPS Foundation found that the most common titles for “seller-doers” are:

  • Principal
  • Partner
  • CEO
  • Vice President
  • President
  • Project Executive
  • Project Manager
  • Lead Designer

So we know the “why” and we know the “who.”

But what about the “what” and “how”? As in, what tools can seller-doers use to make new contacts, gain new opportunities, and land new business for their firms – and how can they use these tools?

The tools for seller-doers are no different than the tools for dedicated business developers. However, seller-doers, by their education and experience, are positioned to use some of the tools differently than their sales-focused counterparts.

This is the first in a series of occasional posts about the most effective tools that seller-doers could and should be using. Very few people will use all of these tools; rather, each seller-doer needs to decide which tool, or combination of tools, makes the most sense for them – depending upon their experience, personality, and comfort level.

SMPS Seller-Doer Definition
Most A/E/C firms find that the Pareto Principal is alive and well when it comes to the ratio of repeat business to new business. Surveys have demonstrated again and again that most firms get approximately 80% of their work from repeat clients, and 20% of their business from new clients. So seller-doers are often the “front lines” when it comes to generating repeat work. But seller-doers need to think in broad terms and look beyond the current project(s) they have with a given client.

Take Acme Corporation. What services are you currently providing? Are there services that your firm offers, but Acme Corporate hasn’t yet hired you for? Promoting these additional services is known as cross-selling. Likewise, does Acme Corporation have multiple locations or divisions where your firm isn’t working right now? If so, you have an opportunity to more deeply penetrate the account.

Seller-Doer Account Mining

As this simple graphic demonstrates, our example firm is currently working for a client at two locations. There’s a third location where they are not providing any services. Furthermore, they have four services in their portfolio – Service D is not being performed at any location, while Service A and Service C are only being performed at one location each. There’s definitely an opportunity to mine this account – expanded services at existing locations, and all services at a new location.

Your company will be hard-pressed to maintain that 80% volume if you only rely on the same contacts at your existing clients. You must meet new people: your client contacts’ counterparts at other divisions/facilities. You are already “pre-approved” to work with them, formally or informally, so take advantage of it. And remember, the easiest sale to make is an existing service to an existing client (conversely, the most difficult sale is a new service to a new client).

You’ve probably had that bad experience when a client contact, who has given your firm work for years, leaves the client’s organization. If you don’t have other, quality relationships deeper in the organization, you may suddenly find yourself outside looking in. Don’t rely on just a single relationship – make sure you meet and maintain regular contact with other individuals within the client’s organization.

Furthermore, when a contact leaves an existing client, make sure you know where they are going, and attempt to “follow them” there. You already have a positive working relationship, meaning that you can circumvent much of the traditional sales process with the new client.

As a seller-doer, your time available for business development is extremely limited – this is one of the downfalls of the seller-doer model. So you need to maximize your BD time and focus on the highest-probability activities. Selling more services to your existing clients should be at the top of the list. Remember, seller-doers are largely responsible for 80% of their firms’ annual volume!

Do This

  • Contact all of your existing, active clients. Schedule an in-person meeting – over lunch or coffee, or at their office. Ask them about your performance on the current project. Find out how you could provide greater value to them. Learn about their plans and their organization – what projects are forthcoming, who are their counterparts at other locations (if applicable) and are they willing to set up an introduction, and is there an opportunity to expand your service offerings? This isn’t about selling, it is about learning. The conversation must be about them and how you can become an even more valuable resource.
  • Contact all of you inactive clients. It’s probably been too long since you last spoke with them, anyway. Try to schedule an in-person appointment – again, it could be for lunch or coffee, or simply a meeting at their office. Ask them to look back on your prior projects and reflect upon the good, bad, or ugly. In retrospect, what – if anything – could have been done differently. Learn about any forthcoming projects. Discuss their counterparts at other locations, and their willingness to set up introductions.
  • Track down your former client contacts who have moved on to other companies or organizations. Again, reach out and set up a meeting, if possible. Find out about their responsibilities and learn about their organization. Let them know what you and your firm have been doing in the year(s) since you last spoke. Try to rekindle the relationship and find out if there are any opportunities. Learn how you can be a resource to them.
  • Schedule regular calls or emails with all of these contacts. Use a CRM program like Cosential, Deltek Vision, Salesforce, or another. Or, simply create an appointment or a to-do item in Outlook to follow up in one month or three months. Never let more than three months pass without reaching out to every contact.
  • Create a plan of action for future conversations – how can you help them? Would they be willing to write a testimonial letter about their experience with your firm (or post something online)? Who do you know that can help them? Who do they know that can help you?
  • Share targeted, valuable content with them. A blog. A book. A whitepaper. Make sure it is relevant to them. If it was produced by your company, great! If not, that’s okay – as long as it wasn’t prepared by a major competitor.
  • Always look for opportunities to stay in front of your contacts!

Trying to invigorate or reinvigorate your business development program? Reach out to Scott D. Butcher, FSMPS, CPSM at 717.434.1543 or email him to learn how jdbIQity can help, from presentations and training programs to facilitation and customized consulting.

Connect with Scott

  • LinkedIn: https://www.linkedin.com/in/scottdbutcher
  • Twitter: https://twitter.com/scottdbutcher 

You Might Also Like

  • Sell. Do. Win Business. How A/E/C Firms Are Using Staff to Win More Work (external link)
  • Those that Lead, Speak. And Write.
  • 10.5 Business Development Tools for Seller-Doers (AIA LU Presentation)

Written by Scott Butcher · Categorized: Business Development, JDB IQity, Marketing, Seller-Doer · Tagged: A/E/C, Account Mining, Business Development, Closer-Doer, Doer-Seller, Seller-Doer

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