The Adventures of Koufax and Buddy Beagle

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Stop Procrastinating

Here’s how you schedule time to get things done. Let’s say you want to write an article or position paper.

1. Choose the audience you seek to influence, probably those most appropriate for your value proposition. (5 minutes) [Bank lending officers]

2. Choose a topic that will be provocative and timely. (10 minutes) [Identifying the best candidate for safe loans and repeat business]

3. Choose a working title, not something for all the ages. (5 minutes) [Behind the Interview: The Prospect Within]

4. Select 4-6 key points. (10 minutes) [1. The lessons in the first greeting; 2. How to assess behaviors in an interview; 3. The key questions to ask to appraise the business proposition; 4. The key questions you want to be asked.]

5. Write an edgy opening paragraph. (10 minutes) [Why do lending interviews reveal so little about the customer and so much about our own fears? If the objective is to increase business, then we should first increase our own probabilities of identifying and welcoming high potential prospects. That's not usually done with a shaky wooden chair and a bare lightbulb overhead.]

6. Write about each of your points, making sure to include your rationale, an example so that it’s not merely conceptual, and a graphic if it helps explain the point. (20 minutes per point)

7. Write a closing that’s a call to action. (10 minutes). [The next time prospects walk into your office, invite them to sit in a comfortable chair, offer them some refreshments, and remind yourself that they represent opportunity, not threat. Ask yourself how they might speak positively of the experience, no matter what your ultimate decision. That, alone, might increase your business more than you can imagine.]

8. Reassess the title to see if you want to now adjust it. (5 minutes) [The Human Banker—Stepping Out from Behind the Green Curtain]

That entire process above, with six points, requires about two hours. Spread it over four days, and it’s a half-hour a day. Put that in your calendar at 10:30 each morning, and don’t change it, no matter what.

That’s how you get work out. I’ve probably taken a week off the process above for most of you! Stop fooling around, discretionary time is wealth, and you are eroding yours.

© Alan Weiss 2012. All rights reserved.

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Posted in Consulting Philosophy, Personal Improvement | 2 Comments

CRM Help Wanted

I have a client who is seeking a consultant to assist his small business with CRM. Specifically, he needs to find out what CRM software makes the most sense for his needs and his growing business. IF THIS IS YOUR EXPERTISE (not merely your experience with CRM and a recommendation), contact Peter Meyers. You can reach him at peter@standanddeliver.com. Tell him you heard of this from me.

I want to emphasize, this must be your expertise, not merely your experience with particular software. Please don’t write to me about this.

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Posted in Consulting Opportunities | 2 Comments

Line of the Day

In my RESOLVE free video series I recommend starting the day optimistically and not pessimistically. This morning, I received an email which said in part:

“Thanks, Alan.   I watched all the videos and got a lot of good advice.

“One problem…If I have to start my day with optimistic people, I’ll have to start sleeping around.  My husband is Mr. Doom and Gloom personified.”

The RESOLVE series:

http://www.summitconsulting.com/resolve/

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Training Opportunities

Please contact the person listed, not I:

Customer Experience & Sales Training Call for Trainers from ProEdge Skills, Inc.

Opportunity

ProEdge Skills, Inc. has received an RFP which requires additional training professionals. At this stage this is potential work and the deadline is today, 2/2/2012.

If the opportunity is appealing, you will find details below on providing three brief items to be considered. Everyone who applies will be notified this evening if they are part of the RFP submission.

Overview

  •   Learn and deliver a 2-hour Service & Sales Training Program for a large retail company
  •   Be available 2 days the first week of March (ideally) for train and test.
  •   Client will decide which trainers ultimately continue on for the ProEdge Skills, Inc. team.

    RFP Scope

  •   Deliver 3 programs/day, 5 days/week from March 24 – April 20, 2012 (total 20 days)
  •   Training will be delivered 5 days during Monday- Saturday week. Meaning there could be Saturday

    sessions Client will notify.

  •   Training will be delivered in hotels in FL.

    RFP & ProEdge Additional Scope

  •   The best presenters will potentially present the same program an additional 5 days or more in June 2012 depending on client need. Dates TBD.
  •   The best trainers will also have the potential of subcontracting again for ProEdge Skills, Inc.

    RFP Work Payment

  •   Travel expenses, per the client’s guidelines, will be reimbursed.
  •   $500/day for the Train and Test if you successfully pass and continue for March April dates.
  •   $1,000/day for all full training days for this client.
  •   Total potential compensation $20,000-$25,000 or more based on RFP requirements at this time and trainer

    performance.

    Trainer Requirements During Onsite Delivery

  •   Deliver 3 outstanding programs per day for client
  •   Bring own laptop for showing PowerPoint.
  •   Plus, not necessary, if you have a projector that you can bring too.
  •   Track the attendee list for each program. May entail creating Excel spreadsheet at end of each day with the

    attendee list and emailing to ProEdge Skills, Inc..

    To Apply for Opportunity

  •   Email Mary Sandro msandro@ProEdgeSkills.com to request the 3 documents (underlined) below
  •   Read and sign agreement for terms of subcontracting
  •   Fill out questionnaire for availability and flexibility
  •   Fill out the bio template provided
  •   Provide link to a video of you training

    ProEdge Skills, Inc.
    Contact Mary Sandro  800-731-0601 x101  http://www.ProEdgeSkills.com

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DASM: Bank of Montreal, Where I Don’t Want My Money

I was a client of Diners Club for 20 years. When it became simply another type of MasterCard, I stayed with them. I paid my bills in full, each month, for 20 years.

Unbeknownst to me, Diners Club cards were taken over by Bank of Montreal. Not long after, I received a form letter telling me my credit had been limited to a cap of $20,000 “after a review of my spending and credit information” and it basically explained they felt I was too much of a risk for anything higher. (I’m an American Express Black Card member, and my net worth is up there.)

I cut my card in half and sent it to the president, telling him basically that if they want to alienate clients with my history (and credit score), good for them, they succeeded. A month later, a woman calls from the “presidential complaints unit” (they apparently must receive a lot of complaints to have a separate unit) and tells me this is Bank of Montreal’s policy. But they don’t want to lose me, would I please come back.

“No,” I said, “unless you show me some sign of gratitude for my business. For example, raise my credit to $25,000 as a show of faith.”

She told me they could only do that with a full credit check and, of course, every credit check damages your credit score in this loony age of paying attention to computer numbers and not people.

“Ciao,” I said.

Today, I received a letter from the vice president of that woman’s presidential complaints operation (a LOT of complaints to merit separate officers), and he said, “Too bad you wouldn’t come back, but if you decide to reapply, we’ll review your application carefully.”

I suggested he not hold his breath.

Canadians are wonderful, polite people. But even my Canadian friends admit that service standards are lower in Canada than in the U.S. Bank of Montreal probably has more people in the “presidential complaints unit” than in its retail operation.

But it is good at something. It’s earned my Dumb-Ass Stupid Management Award. Congratulations!

© Alan Weiss 2012. All rights reserved.

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Alan’s Monday Morning Memo – 1/30/12

January 30, 2012—Issue #123

This week’s focus point: Be judicious in terms of those to whom you choose to listen and heed. Very few pundits and prognosticators are ever held accountable for their predictions, whether financial, social, political, or technological. Most who claimed they “predicted” the Great Recession were “predicting” it for 20 years. I hardly find that useful. Those who said Steve Jobs’s departure would devastate Apple are seeing record performance numbers from that company, but if it stumbles in six years they’ll claim they predicted it. Most of us are far better served by not trying to forecast the future but rather by performing well in the present, in the moment. Because I will tell you this about tomorrow, assuming the sun continues to shine and the earth continues in orbit: There will be people in search of value for which they will gladly pay a fair price. Adjust your value to the need, or create need around your value. That should take care of tomorrow rather nicely (along with purchasing Apple stock).

Monday Morning Perspective: He who doesn’t turn runs far. — Chinese proverb

Free videos on RESOLVE: http://www.summitconsulting.com/resolve/

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Privacy statement: Our subscriber lists are never rented, sold, or loaned to any other parties for any reason.

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ISSN 2151-0091

© Alan Weiss 2011. All rights reserved

I remember a meeting with a boutique consulting firm that had fallen on hard times. The debate was whether or not to sell their magnificent conference table. “Where would clients sit?” asked one partner. “We have no clients,” stated the advocate of selling. You can’t cut your way to renewal or success. Top line growth is the key to bottom line achievement, for you and for your clients. Today is the time to invest in the future. Once you cut muscle, you’re powerless.
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The “Next Level”

There are certain words and phrases that, while originally well intentioned, have become hackneyed and trite. “Have a nice day,” “meaningful,” “impactful,” and “good to great” all come to mind.

I’m not merely fossicking here, because “We want to go to the next level” has become one of those tendentious phrases that seems to mean so much but results in so little.

Whether that “next level” is financial (which it usually is), or competence, or repute, or anything else, I’ve found that it’s less a matter of action than one of thought. That’s because you seldom reach new heights by merely doing more of the same of what you’re doing now. You have to change your mindset and thought patterns if you truly want to metamorphose into a new being.

Fortunately, that’s not physically difficult—there are neither cocoons nor hibernations required. Unfortunately, it can be quire difficult mentally, because different frames of reference and perspective are required.

Earlier today a woman wrote to ask exactly where in Los Angeles my June workshop would be, since that would depend whether she would go. (This is a workshop that would normally cost at least $1000, but I’m doing for $100!) Upon investigation, I find that her days are totally filled, primarily because she is “selling all day” and feels obligated to run at 4:30 or so in the morning. If you’re in a rut that doesn’t allow you the time to explore how to leave the rut, guess where you’ll remain? (Hint: Not on the next level.) This is why doctors who schedule back-to-back patients every day all week can’t improve their practices.

Here is some quick help:

  1. Who are you? How do you define yourself? Are you a consultant, or are you someone who dramatically improves sales results or ensures strategic goals are exceeded?
  2. What do you do? Do you “coach” or “consult” or “facilitate”? Or do you improve your clients and help them reach results unattainable without you?
  3. Why are you doing this? Is it to make money, or to salve your ego, or to implement a methodology you love? Or is it to make a difference in the world and create a legacy?

Look through a telescope, not a microscope. Change your mentality so that you’re thinking big and not constantly stuck on trifles and trivialities. There is a hebetude around people who immerse themselves in the granular and specific. There is an excitement around those who forge new paths and provide new ideas.

If you want to arrive at “the next level,” start aiming for three levels above that.

© Alan Weiss 2012. All rights reserved.

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The Adventures of Koufax and Buddy Beagle

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Episode 65: Think Big, Live Large

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Posted in The Movies: The Writing on the Wall | 5 Comments