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The Guerrilla Consultant e-newsletter - Tactics for Winning Profitable Clients
October 2006
 
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Last month: When the Client Says "No"


Consultant Resources

The Path to Profit: Transforming Projects into Relationships

Mike McLaughlin discusses five strategies for creating lasting and profitable client relationships. Sponsored by Primavera Systems.

This Month in Management Consulting News

Interview: Rob Galford and Regina Maruca discuss why you must think about your legacy now, instead of waiting until they hand you the gold watch.

See Alan Weiss's latest article A Team Isn't Necessarily a Good Thing

Kerry Patterson and Eric Patten on how to work with difficult leaders

Latest MCNews Podcasts:

Stewart Emery, author of Success Built to Last, on creating a life that matters.

Michael Katz discusses whether E-newsletters are marketing gold, or just a pain.


Guerrilla Marketing Moment

60% of consultants surveyed said their Web sites are ineffective in helping generate leads for their practices.

Check out our article:

Six Steps to Making Web Marketing Work

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The Guerrilla Consultant – a newsletter dedicated to applying the principles of Guerrilla Marketing to the work and lives of consultants.

What One Thing?

Not long ago, I was asked to describe the one piece of sales advice I thought was essential for selling professional services. Naturally, the usual things popped into my head, like building trust, rapport, and keeping the client's interest at the center of the sales process.

But as I thought further, of all the advice on winning the professional services sale, mastering the art of the client interview ended up at the top of my list of must-have skills.

Whether it's done by phone or a personal visit, a sales interview with a prospective client kicks off the sales process and sets the stage for what--if anything--you will get the chance to do for that client.

This month, we'll discuss why the client interview can make or break a sales opportunity, and how to use the client interview to make a great first impression and gather the information you need to win the work.

Enjoy the article, and let me know what you think.

Mike McLaughlin
Co-Author, Guerrilla Marketing for Consultants

The Art of the Client Interview

When a prospective client calls about a project, it's natural for your pulse rate to rise a bit. After all, it means your marketing worked. As you settle into the conversation with the client, the first and most important step you take is to learn more about the opportunity. How you handle this essential activity can make the difference between winning the job or heading home empty handed.

First Impressions Are Tenacious

Whether we like it or not, a client's early impression of us influences the outcome of a sales opportunity, and that impression is formed in the initial sales interview. A client's first impression may not last forever, but beginning the sales process with a good impression beats having to overcome the fallout from a poor one.

Creating a positive, initial impression means emphasizing substance over technique. Instead of relying on canned sales questions, PowerPoint slides, and body language 'techniques,' lead your client through an insight-based discussion of the issues. You may not win the 'Smooth Salesperson of the Month' award that way, but you'll win in the client's mind and that's what counts.

Of course you'll need a few questions to get the conversation rolling, but expect to develop most of those questions as your understanding of the client's issue evolves. And if you're ever tempted to ask a client, 'what keeps you up at night,' cover your mouth and count to ten.

When you first step into a client's office to discuss a project, you're likely to be viewed as a salesperson, and that can be a tough impression to shake. But using the power of insightful questions and discussion during the interview, you can shed the salesperson label and replace it with that of business adviser. That will add immeasurable strength to your sales process.

Discover Differentiation

Professional service marketers know that every project opportunity deserves its own 'win theme.' It's rarely enough to compete solely on a firm's expertise. Instead, successful firms compete on the basis of both expertise and client-specific insight.

You can search the Internet about a company's issues until your fingertips are numb, but that search can't replace the insight you'll develop from a client's answers to your relevant questions. If you uncover just one nuance about the proposed project, whether it's about the specific client issue or potential barriers to completing the project, you have the basis for crafting a differentiated--and winning--proposal.

But you have to dig for those subtleties. It takes time and, more importantly, trust for a prospective client to open up to you. After all, the client is probably talking with other consultants and hearing similar questions. So your ability to conduct an interview that forges trust with the client and encourages candor gives you an important differentiator--client insight.

You'll also eliminate needless guesswork about how to frame your proposal if you've conducted thorough interviews. And if you have a need to follow up with the client after the interview, you'll have substantive matters to discuss. The information you glean from the client interview will advance your sales effort by providing you with the raw material to create a compelling and differentiated offer.

People Buy from People

If you're in the market for a washing machine, price, quality, and the manufacturer's reputation enter into the buying decision. But you're not likely to base your purchase decision on the skills of the specific factory worker who assembled your machine, or the driver who brought it to the retailer. Brand, reputation, and price are most often the key buying criteria for such products.

"And if you're ever tempted to ask a client, 'what keeps you up at night,' cover your mouth and count to ten."

In a services sale, brand and the firm's reputation are important, but not the only factors in the buying decision. Above all else, clients engage people. They'll put their money on the people they believe can help them, not the promises made in the firm's sales collateral. Sure it's helpful to have the power of a brand supporting the sales process, but if the client believes the person or team isn't up to snuff, it doesn't matter how many countries you operate in. Your firm won't win the work.

The sales interview is a mutual evaluation process: the service provider is discovering what's driving the need for the project and the client is evaluating the service provider's suitability to do the work. Your conduct during the interview supplies an answer to the client's most pressing question, 'Is this person right for the job?'

The Rest of the Story

The business world is full of sales advice, and much of it is very good. One thing is certain, though: If you do a great job in the early stages of the sales process, you're more likely to benefit from all that great advice. Stumble out of the gate, and you're likely to play catch up just to stay in the race.

The sales interview gives you a chance to put your best foot forward as you demonstrate your skills at analysis, diagnosis, creativity, and empathy. And few things serve your sales process more effectively than great interviewing skills. It's not unheard of for a client to hire a service provider on the spot after a great interview.

So keep this skill in top form, and odds are you'll be able to use the rest of that good advice about sales--from crafting great proposals and closing, to execution, follow through, and building long-term client relationships.


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