Kathleen McEntee and Associates, Ltd.
 

What’s Your Story?

October 6th, 2009

by Jennifer Kimme

I was talking to a friend the other day about writing. I told her that to me, being a writer is like being an artist, a musician, or a comedian—you either are or you aren’t. It’s one of those innate things that you can’t learn or successfully mimic, and you certainly can’t get rid of it. It’s who you are.

Regardless of the position I’ve held, writing has always carried me through. This past year, I’ve moved from full-time writing to strategic development and operations infrastructure. It’s been great fun but has represented a major change in the way I work—I’ve gone from telling stories in a narrative form to telling them via a much more analytical concept. But, I’m still telling a story.

No matter what you do, you’ve got a story to tell. We’re all writers in our own way—every interaction communicates something. What are you really saying? Are you telling people that you’re open to change and ready to make a difference, or are you conveying the status quo? Do you invite a dialogue or subtly shut down communication?

People pick up on much more than you think—with more than 90% of our communications being conveyed non-verbally, your story is more than your words. You’re telling it right now, make sure it’s a good one.

Work SMART.

Jennifer.

The Ability to Let Yourself Fall

September 21st, 2009

by Jennifer Kimme

I have a pretty large desk, and I keep two calendars—one at either end to accommodate whichever way I happen to be facing. I’m a writer so, naturally, one of those calendars is about books. The other gives a quote a day. This one stopped me in my tracks:

How would you like a job where if you made a mistake, a big red light goes on and 18,000 people boo?

- Jacques Plante, hockey goalie

I’m about as far as you can get from a sports fan, but I sympathize. I know what it’s like to feel like you’re in a fishbowl, on display with everyone watching to see what move you’ll make next. The fear of making a mistake—let alone a high-profile mistake—can be paralyzing. What do you do? Do you stay small and play it safe, or do you embrace the challenge and play it big?

In these uncertain times, employees are carrying a heavy mantle as they’re asked to shoulder the work of laid-off colleagues. Don’t let it stop you from doing what you need to do. No matter what company I work for or what I’m doing, I always manage to put myself out there. If I believe in my work, I’m passionate about it. Consequently, I’m willing to take chances. The risk for failure is great, but the rewards are even greater.

Naturally, I’ve stumbled, but I’ve owned it each time. And most importantly, I’ve learned from it. Thankfully, I haven’t had an arena full of people jeering at me, but even if I did, I wouldn’t let it stop me. Believe in what you do, show up fully, and do your best—the rest will work itself out.

Work SMART.

Jennifer.

When Was the Last Time You Had Your Vision Checked?

September 17th, 2009

by Jennifer Kimme

In my nearly 20 years of experience in corporate America, I’ve seen a lot. But what’s really stuck with me are the consequences of poorly thought-out strategy and ill-informed decision making. I’ve watched teams become demoralized because they’re not heard, because management isn’t willing to make much-needed changes, and because they know they’ll be the ones who end up paying for it in the end. It’s no wonder that stress levels are so high.

Plain and simple, people panic. A tough decision has to be made quickly and management doesn’t take the time to really think through the ramifications––let alone make sure they have the right people on the bus. They just want the problem solved––now––so that they can get back to the business of running the business. Or worse, they recognize that the problem is bigger than a breadbox and they don’t want to take the time to really tackle the challenge.

Unfortunately, in these tough economic times, those short-sighted decisions are costing more than anyone realizes. Businesses can’t afford to waste time traveling the wrong path. One of the first places that I’m seeing businesses cut corners is in strategy. I’m amazed time and again when business owners want to shortcut to the end game without taking the time to develop the plan. How can you realize your vision when you’ve got blinders on? Strategy can be a scary concept to some, but you need to realize that it’s simply figuring out what you want to accomplish and developing the plan to get you there. Before you ask your teams to travel yet another road, make sure you know the right direction to lead them.

We’re all running crazy trying to keep up with our ever-growing to-do lists (my short list runs about 2 feet these days), but that doesn’t mean that you can’t work SMART. We at KMA specialize in strategy and business development and even we fall prey to the challenges of balancing client demands with taking time to focus on our business development. Kathy and I make time to update our strategy and goals on a quarterly basis, and we check in at least once a month on our progress. Even if some things have to temporarily go on the backburner, we know they’re there, and we keep an eye on all of the piece-parts that will impact our development.

Quite simply, we took the time to make a plan, and it’s been worth it. We see our future, and it’s bright.

Work SMART.

Jennifer.

Observations on Leadership

September 14th, 2009
KMA Photo by Image Craft of Chicago 002It is easy to explain leadership; however, it is not so easy to practice. It is about behavior first and skills second. Good leaders are followed because people trust and respect them—not for the skills they possess.

What do effective leaders do?

Leaders create a set of values and beliefs and passionately pursue them, show respect for and support their employees, focus employees’ efforts on challenging goals, and provide the resources needed to achieve these goals. Leaders also communicate with their employees, value their diversity, celebrate their successes (and share in their failures), and encourage creativity. Finally, leaders maintain a sense of humor, set clear goals, share their vision, and behave with integrity.

What are the keys to effective leadership?

Leadership relies on management skills too, but more so on qualities such as honesty, humility, integrity, courage, commitment, sincerity, passion, confidence, a positive attitude, wisdom, determination, compassion, and sensitivity.

What are some effective leadership techniques?

Two principal techniques are coaching and counseling. Coaching involves giving advice, direction, or information to improve performance; saying to an employee, “I can help you do something better.” Counseling involves helping someone understand and resolve a problem him/herself by displaying understanding; saying to an employee, “I can help you recognize that a problem exists.”

Effective leaders make it easy for employees to follow them. They are comfortable with dissension and explore complaints thoroughly. Leaders do not defend their actions until they have heard all of the employee’s concerns. In addition to hearing negative feedback, effective leaders also identify the positive emotions that motivate employees.

Leaders need to be a source of motivation, relief, and strength. Leaders need to make it personal and show they care!

“Leaders are visionaries with a poorly developed sense of fear and no concept of the odds against them.”
– Dr. Robert Jarvik
“I know the price of success: dedication, hard work, and an unremitting devotion to the things you want to see happen.”
- Frank Lloyd Wright

If You Lead, They Will Follow

September 10th, 2009

KMA Photo by Image Craft of Chicago 002

Great leaders know there is no sense in blazing a path if nobody will follow. You have to own the responsibilities of leadership as well as the trappings in order to create an effective team.

A simple definition of leadership is “the ability to lead.”

As business owners and management, you are expected to direct, guide, or command a group of people and a variety of business activities. Leaders are people who set the path of and the tone for their companies’ objectives. Hopefully the path you’ve chosen will be a good one, but it is important to remember that you also have to take responsibility for the weaker decisions you will ultimately make. More often than not, how you handle the bad times defines your leadership ability to your staff and others.

Recognize your strengths and weaknesses.

Nobody is perfect. We all have strengths, and we are all flawed in some way. Often, leaders are tripped up because they don’t recognize their weaknesses or their strengths. At other times, they stumble because they don’t realize that, if overused, their strengths can become grave weaknesses and that a weakness may, at times, be their strength. Great leaders are self-aware.

Be willing to learn what you don’t know.

Great leaders recognize what they don’t know and are willing to learn from their staff, associates, and others. They listen to their staff and customers, solicit input, ask questions, analyze information, and then make the best decision they can with the information they have. While they are willing to redirect their course when necessary, they don’t vacillate in decision-making.

Keep the lines of communication open.

Communicate your vision for the company and its programs. Outline the mission to be accomplished so that everyone understands in which direction the company is headed and what is expected of them. Encourage all your employees to communicate. You want to keep communication flowing up and down through the chain of command. Great leaders “connect” with their staff and others and have the ability to pull many people together to achieve their goals.

Build a culture of trust.

Be honest and open with your staff in order to foster a climate of mutual trust. Engage your staff’s talents and rely on their strengths and advice. Provide constructive criticism to them but also be a system for support and a sounding board for them. Hold your staff accountable for their actions, but be sure to hold yourself accountable too.

Recognize and applaud the efforts of your staff.

Let employees know when they’ve done a good job, and be sure that they are recognized for their hard work, their brilliant ideas, and their many contributions to the company. Resist the urge to take all the credit for a project. Your recognition is important in encouraging employees to reach new heights. Great leaders realize that they get more done by effective delegation to employees willing to take on new challenges.

Great leadership comes with experience and continued growth.

Assess your leadership style and skills, and continue to learn and grow in areas where you may lack expertise. Your staff will appreciate your abilities and your dedication to your responsibilities. If you lead, they will follow.


Keep Employees Engaged and Energized

September 6th, 2009

KMA Photo by Image Craft of Chicago 002Your employees’ ideas and passion for their work can help your business grow and succeed. Are your employees giving your company their all? Do they believe that what they’re doing is important? Do they feel appreciated? Do they arrive for work filled with purpose?

If you can’t honestly offer an enthusiastic “yes” to these questions, consider how you can improve your work environment and relationships to encourage employees to work with energy and enthusiasm. The results could be profitable –– personally and financially.

Provide tools. Make sure your employees have everything they need to do their jobs. Ask each staff member, “Do you have everything you need to be as productive and successful as you can be?” Be willing to act on worthwhile responses. Be willing to reconsider any policies they consider counterproductive.

Set expectations. Clearly communicate what’s expected of employees, what the company’s values are, and how the company defines success. Employees need to understand their roles, where they fit in the big picture, and how they can make the company more successful.

Share information. Provide as much information as possible about the company. Explain where it’s making money, where it’s losing money, how its products are doing in the marketplace, what new initiatives are being considered, and why and how employees can contribute. Even when the news is not encouraging, people will appreciate your openness. And, it may help to spark some creative ideas that you hadn’t yet considered.

Get personal. Take the time to get to know your employees, especially their goals. Without prying, show a genuine interest in your team. When employees feel understood, they’re more likely to contribute to the team’s success.

Commit to training. Most people like to learn, to grow, and to improve their marketability, and the more education and training you provide, the happier and more engaged they will feel. Cross-train employees in a variety of jobs when possible. This not only improves productivity, it builds cooperation and appreciation when team members understand the challenges of other positions. Also, be sure employees are trained in problem solving and conflict resolution skills. These critical skills will help them communicate better with you, their coworkers, customers, and suppliers.

Be inclusive. Include your employees in planning and decision making. Facts “on the ground” may differ from perceptions at 30,000 feet. They may see issues differently and offer ideas for working smarter. If you need to create a more efficient delivery system, ask your delivery staff how they would improve the current system. Use their ideas, and give them credit.

Reward and recognize. Personally thank an employee for a job well-done. Specify what was good about it and why you appreciate it. For example, say: “Thank you for organizing that project so well. You made it very clear what should happen, when and why.” Remember to celebrate effort as well as accomplishment, to give employees working on long-term goals a boost.

Following these strategies will help employees feel valued and enthusiastic about their jobs. Not only is this more fun, it’s good for business, improves retention, and reduces burn out.

Quick and Easy Ways to Recognize Employees

Take care of your employees, and they will take care of your customers. Here are a few inexpensive ways to make staff feel valued.

Free time:

  • Let high-performing teams leave early to miss rush-hour traffic.
  • Give an afternoon off to employees who have exceeded expectations for a particular customer or project.

Free food:

  • Sponsor a free lunch or breakfast for hard-working teams.
  • Subsidize the price of food in vending machines.
  • Provide gourmet coffee (this will also help to reduce excursions to the nearest Starbucks).

More ways to say thanks:

  • Create an events committee to plan fun outings, such as trips to a sporting event, a picnic, or a holiday party.
  • Say thank you with a handwritten note.
“People are definitely a company’s greatest asset. It doesn’t make any difference whether the product is cars or cosmetics. A company is only as good as the people it keeps.”
– Mary Kay Ash, founder of Mary Kay Cosmetics

Steering The Ship For SMART Business

August 10th, 2009

KMA Photo by Image Craft of Chicago 006On the field, courts, or in the office, successful “coaches” are getting more notice and may very well be their institutions’ “most valuable players.”

In the small to mid-size business, that means the entrepreneur or general manager takes the role of coach.  And, it is the most important role you have within the organization. You lead the charge by setting the example.

Winning Ways

As a manager or owner, it is important that you coach your team to success. Coaches may take different approaches to assembling, motivating, and running a team, but they also share certain habits. They have the ability to create a strategy and set short- and long-term goals and energize the team to strive to accomplish them. Coaches assess, communicate with, and recognize their employees. A successful coach can be the edge a team needs and the difference between winning and losing—whether in sports or in business. To infuse winning ways in your team, put on your coach’s hat, and fire them up to help them make the most of their skills.

Strategize for Success

A good coach has a solid game plan—one that has been well thought out and detailed but not so rigid that it is never altered to meet unexpected problems and changes in the marketplace. The competition is always shifting, and—to a degree—your plan should track the shifts. As coach of your team, it is vital that you share with your employees your vision for your business and your action plan. Be sure everyone understands the goal and that you and your team remain focused on it.

Assess Individual Strengths

Assess the strengths of each of your employees and give them roles they can accomplish and that will also provide professional growth. Consider each employee’s demonstrated and transferable skills as well as skills requiring improvement. Don’t discount an employee’s enthusiasm and willingness to take on a new challenge. Also, learn the individual goals of each employee. The more you know about your employees, the better you will be able to fit them into your game plan.

Encourage Professional Development

Providing employees with proper training to learn new skills and improve on their abilities is important. For entry-level employees, that may mean showing them how you want them to perform crucial tasks. For management, focus on expected results and negotiable and non-negotiable actions. Cross-training employees for various roles can be a win-win: a well-rounded employee becomes more of an asset to your business, and new experiences allow an experienced employee to stretch her comfort level, cultivate new proficiencies, and feel better about her work.

Recognize Positive Behaviors and Actions

Managers are often so focused on catching the negative that they forget to reinforce the positive. As coach of your team, it is important that you recognize achievements and efforts when an employee exhibits positive behaviors or performs a task well. This encourages those actions to continue in the future and provides a blueprint for further success.

Communicate, Communicate, Communicate

Good coaches communicate well on a number of levels. Their expectations and directions are clear and tailored to each individual. They often alter their coaching style to get the best out of each employee. Their ability to individualize communications often fosters a greater rapport and understanding between coach and player. Effective communication should not be limited to meeting time. To begin to build that rapport, provide immediate feedback regarding problems or successes, pass along your knowledge where appropriate, and solicit ideas and opinions. Be sincere in your actions and encouraging in your words.

In these days of challenging business dynamics, your team needs to be on top of their game.  It takes a good coach to get the best out of each individual and to assimilate their talents so that the strength of the team is unparalleled.

How are you measuring up, coach?

Stop reading the bad news newspapers – There IS Business to be conducted!

August 3rd, 2009

Yes, it’s a tough economy.  Yes, the news is still gloom and doom.  Yes, the unemployment rate is high.  Yes, consumer and businesses alike are spending less.

But guess what?

Yes, over 85% of the population IS employed.  Yes, the stock market is starting to rebound.  Yes, people are spending money on items that they perceive of VALUE.

AND, THERE ARE BUSINESSES THAT ARE HAVING THE BEST YEAR OF THEIR EXISTENCE!

Amist all of this negativity, there are SMART, practical business people who are doing well.  While they aren’t shouting this from the rooftops for fear of being labeled among other things, a braggart, the fact is that SMART business people have protected their businesses by budgeting wisely, keeping a close eye on expenses, identifying new target markets, holding employees accountable for their areas of responsibility, focusing the entire organization on taking care of their customers, and adapting to market change.

The SMART ones are investing.  Yes, investing.  They are investing in marketing.  How on earth can you expect people to buy from you, if you don’t communicate with them?

For the B-to-C companies, it’s relatively easy.  Identify your existing and target markets, develop a plan AND a message, and move forward.

While it’s a little trickier for the B-to-B crowd and requires more planning, it can and IS being done.

It’s not just about having a sales guy or gal beating the streets.

It’s about keeping your company top of mind and front of wallet.

You do that through marketing :

Exposure → recognition → leads = $ales

Advertise. Advertise. Advertise. Your first reaction in a slow economy might be to cut back on advertising, but can you really afford to go unnoticed? Don’t abandon your marketing efforts. Instead, look for ways to get more bang for your buck. Your printer can offer cost-saving approaches for marketing pieces and direct mail and might match competitors’ rates. Radio, print, and TV sales representatives may be more willing to negotiate prices for frequency. Try alternative online marketing channels such as email marketing, blogs, and mobile advertising. Deliver presentations to community business or social groups, or arrange to offer an adult education class at a secondary school or local college for free or a small fee. Speaking can be a great way to build business recognition, establish credibility, and show your community how much you know.

Review your budget. Keep on top of your expenses. If money is tight, it’s time to cut non-essential expenses from your budget in order to ensure you have the funds necessary to pay the utility bills, make smart inventory purchases, or buy that necessary software update. If you need to expand your advertising to woo more customers, look for other areas in which to make budget cuts to free up the necessary funds. If you do have extra capital available, this may be a great time to expand your business and divert extra funds into new endeavors or a new niche to gain a competitive edge. Since other businesses may be offering deeper discounts to increase sales, it may be the right time to make a major expenditure that will help you to pull ahead of your competition in the long run. And make sure your staff with spending authority know the plan and your priorities.

Keep on top of accounts receivable and payable. Losing track of invoices? Make sure your 30-day terms are not being stretched out to 45 days or longer. Set limits on the amount of credit (if any) you are willing to extend a non-paying or new customer. Pay your bills within the proper time frame to avoid incurring extra charges, but don’t pay so early that you limit your cash flow.

Take a look at your bottom line. If your customer base is feeling the pinch and your sales are declining, raising prices can be a difficult step to take. However, if your expenses are skyrocketing, you will need to make changes in your purchases and/or look for ways to pass part of those costs on to your customer. Another tactic may be to market to a more affluent customer base or to focus more efforts on a particular niche of your business that brings you the best return. Consider charging extra for your extras, similar to the way hospitals charge separately for the tissues, water pitcher, etc.

Consider taking out a loan. Whatever you do, avoid racking up high interest credit card debt. If you’ve got a solid bottom line but are hitting a bit of a dry spell, talk to your local bank or government-sponsored loan agency about taking out a business loan. Although it is more difficult to secure a loan in a tough economy and loan applications will be scrutinized more carefully, it may be the right thing for your particular situation. As always, ask your accountant, local government small business agency, or other knowledgeable financial professional for advice and help in putting together, or revising, your business plan.

It’s Up to You. You can choose to sit on your hands and mope, or worse, talk about how bad things are.  I have chosen to do a thorough assessment of my business.  We are expanding services to meet the ever-changing needs of our customers.  And, we are taking our own advice and marketing to prospective customers.  (A giant leap for an advisor who has always worked through referrals.)  As I see it, tomorrow is a new day. I can choose to be part of it by spending it wisely, or I can chose to hide under the covers.  I relish the challenges of each day.  What about you?

Yes, Using “Fancy” Marketing Tools Can Help You Develop SMART Solutions.

July 17th, 2009

A lot of street-smart business owners tend to use their tried and true method of business analysis – gut feel.  While we pragmatic business people are known to just roll up our sleeves and start working, there are other tried and true methods of business “score-carding” that can help you make SMART decisions.

SWOT, which stands for Strengths, Weaknesses, Opportuni­ties, and Threats, is a well-known strategic planning method that can help analyze the value of a project, business venture, and the business-at-large. SWOT is best carried out by a team of people — bringing together different business disciplines, views, and experience (for example: a manager, an accountant, a salesperson). So if you don’t have a broad representation in staff, ask professional friends and representatives of your target market to assist.

SWOT analysis is more effective if you first determine a spe­cific objective. Your objective might be to increase sales of your new widget, at a strategically lower price, to account for 10% of your gross this year. Once you have an objective, as­sess your strengths, weaknesses, opportunities, and threats as they relate to that objective.

An illustrated diagram of SWOT analysis often takes the form of a box with two rows and two columns that create four squares: the two squares in the top row are for Strengths and Weaknesses (your company’s internal conditions), and Opportunities and Threats (external factors) are listed in the squares on the bottom row. The left column (Strengths and Opportunities) contains positive, helpful factors; the right column (Weaknesses and Threats) contains harmful factors.

Begin by determining and listing your Strengths: the attri­butes of your company that can help in achieving your objective, and your Weaknesses: those harmful factors that can prevent you from achieving your objective.

When thinking of your strengths and weaknesses, think of the 5Ps (product, price, place, promotion, and position­ing), staff, finances, customer base, manufacturing, technology, infrastructure, etc.  Your strengths might be an ace salesperson, a quality product, and a solid infrastructure to deliver. Weaknesses may be a small advertising budget, weak marketing plan, and no marketing staff.

Next, factor in external conditions in the bottom two squares. Opportunities, on the left, are conditions that may help you to achieve your objective. Threats, on the right, are harmful, and potentially disastrous, to achiev­ing your objective. External conditions include technological changes, legisla­tion, economic factors, social factors, the marketplace, and your competi­tion. Your opportunities may be that one competitor has closed shop, a second competitor sells higher priced widgets, and the marketplace is look­ing for a lower priced widget. Threats may be that overall, widget sales are down, your competitor has a widget with added benefits, and there’s talk of adding a widget tax.

A SWOT analysis can help determine the steps you’ll take to achieve your goal. It can also help you to deter­mine whether a goal is attainable. If not, develop a new objective and re­test. And, it can help you identify your Achilles heel – perhaps glaring to others, but not necessarily those working in a specific project or business. Once you have your list and your analysis shows you have an attainable goal, you and your SWOT team can ask questions. How can we use and exploit our Strengths? Can we mitigate our Weaknesses? How can we benefit from Opportunities? How will we cope with Threats? How do our Strengths match up to our Opportunities? Can we con­vert our Weaknesses and Threats into Strengths and Opportunities?

We just helped a client complete a SWOT on their entire business.  Like so many businesses who need some marketing and sales help, they wanted to just jump right in.  Many times, it becomes:  fire!, ready, aim (rather than ready, aim, fire!).  We used a SWOT to help us understand the elements of success and potential curve balls that could hurt the business. That helped us in creating a marketing plan, specific messaging, and targeted campaigns. We go so far as to rank each SWOT element so that we can graph the areas that we want to highlight and those that need attention. In this case, our client now clearly has specific talking points for the sales group and objectives for operations.  And, it’s succinct and visual.

KMA Sample SWOT

SWOT is a great tool to analyze your most pressing business objective, and you can adapt it to assess other aspects of your business — such as analysis of each of your competitors as part of your marketing study.

Every tool has its upside and downside.  SWOT is great in helping you objectively look at critical areas of the business.  It also has a weakness. Don’t fall into the trap of compil­ing lists that may not be crucial to achieving your objective or desired outcome, or use this tool to delay making decisions critical to your business.  Be critical and honest when seeking to convert Weaknesses and Threats into Strengths and Opportunities. Don’t try to use weak Opportuni­ties to offset strong Threats.

SWOT is a long-time favorite of marketing types who analyze products, promotions, projects, etc.  This tool is a very practical, SMART way to look objectively at a business situation (large and small) to diagnose upside, downside, inside, and outside – in a straightforward manner.

We call our process the SMART SWOT. It goes a long way When Smart Business Matters.

Have You Fallen Prey To Large Corporate Programs? There Is A Smart Solution.

July 9th, 2009

Copy of KMA Photo by Image Craft of Chicago 006

Welcome to our inaugural posting of the KMA blog!

For those of you who know me, I am a very direct, straight-forward professional with a passion towards perfection without bureaucracy or puffery.  I look back at the skins and scrapes I have taken (and still take) throughout my professional life and would have been welcomed some advice along the way to avoid curve balls that seemed to come from all directions.

At Kathleen McEntee and Associates, we are all about providing people with a practical viewpoint, advice and resources – which is why our brand is:  When Smart Business Matters.

Buyer Beware and Yes, You Do Have a Remedy

Now that I have teed up the background for you, this first posting is a Buyer Beware and Yes, You Do Have a Remedy tale.  We recently had a situation with a client (we provide general business and marketing consultation and implementation services) who signed on with a very, large company who tried to sell one thing and deliver another.   Our client is a small business enterprise (SBE) who does business with consumers and some commercial.  For years, he was opposed to advertising, never even advertising in the local phone book.  Business has been coming through referrals and the networking that he is very good at doing.  Given the economy, business has fallen off, and there are only so many networking breakfasts, lunches and evening parties you can go to without driving yourself to complete exhaustion.  And, of course in the networking groups are the garden variety of companies that sell some type of web based advertising scheme that will supposedly enhance your Adwords and positioning so that you have scads of leads in the blink of an eye.

After we interviewed no less than 6 companies that he networked with, he settled on a very large company who focused on managing internet advertising.  The representative promised:  1st place positioning in the sites they control (they own several lesser know search sites), top notch software that gives up-to-the-minute information on clicks and calls, an account manager that will help optimize exposure, and 2 direct mail post card drops to get the pump primed – and, this could all be done with a 90-day trial.  After removing the direct mail drops that couldn’t zero in on our target consumer, he signed the contract and we waited to be contacted by the account manager.  After a week of so, we started getting emails from the customer service center advising us that our account was up and running – with a wrong logo, minimal information and no contact from a live person.  In checking with the sales representative who always seemed to have a full voice mail box, we were told in an email that she hadn’t really known the 90-day program well and that some of what she promised, was not available and that she was really good to us by waiving a $500 fee we were supposed to have paid for the 90-day program!

I’ll cut to the chase.  Whether you are small, medium, or large, a client is a client.  People do business with people.  In sales (a point for another time) your word is everything. And, this was certainly not the way to do people business.

Rather than trying the sales chain, where I knew it would be a struggle, I started at the top.  On the website, I found the name of the president of the company and contacted the only direct phone number I could find – that of the Director of Investor Relations – to ask to be connected with him.  After a very nice, professional conversation and follow up email, we now have a very good account manager (who is required to give updates to the president) who has been professional and provided some good input into keywords and other areas that should be highlighted on the website before we turn on the Adword service. Will it work and bring cascades of leads?  That will be for another discussion.  However,  by maintaining professionalism and getting to decision makers and key stakeholders who understand the value of every customer, our client is getting what he was sold (probably more) and will have a fair chance at getting a bang for his marketing buck.

When I know the ROI from this experience, I’ll fill you in.  In the meantime, the SME needs not to fall victim to large company programs or sales rep misrepresentation, but does need to have a plan with a voice to be heard without shouting.

km

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