You Know Your Presentation Is Bombing When…

mindshare consulting

  • You notice that even the summer intern is yawning
  • One of your audience members made an origami dragon from your handout
  • You say “before we get started” after you’ve been talking for five minutes
  • An audience member calls for a coffee break before you’ve finished your introduction
  • When you turn up the lights, you’re asked to turn them down again
  • You start to fall asleep during your presentation
  • Your presentation software crashes and the audience applauds
  • You hear the music from Angry Birds playing in the audience
  • Three of your audience members are in a yoga “corpse” pose
  • An audience members ask to leave because she has to immediately file an expense report
  • You offer to give your audience your slide deck and no one responds
  • You’re forced to  say “please bear with me” at any time during your presentation.

Here are four great resources for ensuring that your presentations don’t bomb.

Beyond Bullet Points: Using Microsoft® Office PowerPoint® 2007 to Create Presentations That Inform, Motivate, and Inspire, by Cliff Atkinson.

Trust Me: Four Steps to Authenticity and Charisma, by Nick Morgan.

Presentation Zen: Simple Ideas on Presentation Design and Delivery, by Garr Reynolds.

Presenting to Win: The Art of Telling Your Story, by Jerry Weissman.

Handling Tough Client Situations

Most of us have gone through one of those “tense” client conversations—the kind of meeting you really wish you didn’t need to have. Maybe it’s about a missed deadline, a blown budget, or an unplanned change in project scope.

One thing that makes these meetings tougher is that people put them off, hoping to find some workaround to whatever obstacle blocks their path. By the time a meeting is set up, the problem is often bigger than when it first emerged.

If you and your client can discuss any problem with these principles in mind, the solution will come more quickly and you’ll strengthen your ability to work together.

  • It’s not a win-lose proposition
  • Affixing blame doesn’t fix anything
  • Define the problem in a way that allows you to solve it
  • Get the facts out in the open quickly
  • But test the validity of all assumptions and facts
  • Disagree without being disagreeable
  • Prevent future problems by focusing on how decisions are made
  • Keep reminding yourself and others that no one intended to create the problem.

The most important point is this: The success of the services you deliver and the results you achieve depend, in large part, on the quality of the personal interactions you have with others along the way.

Keep that in mind and you’ll be able to tackle any problem client situation you face.

RainToday Report: Turning No into Yes

Free ReportRainToday.com just released a free report called Turning No into Yes: How to Overcome the Most Common Client Objections.

The report covers:

  • Why objections are a good sign in the sales process
  • 5 simple steps to overcome any objection and get closer to the close
  • Effective techniques for getting to the heart of the objection
  • The 4 most common types of objections and how to respond to each
  • What prospects are really saying when they push back on price
  • The key to mastering the art of overcoming objections.

It’s worth having a look at. You’ll find some good reminders of what you should be doing during your sales conversations and several new insights.

Access the free report here.

Sales Proposal Challenge: Don’t Shoot Yourself in the Foot

It’s pretty rare for a sales proposal to be a riveting read. But, having read (and written) more sales proposals than I care to remember, I have a low tolerance for poorly constructed ones.

Usually, it’s the dumb, avoidable mistakes that cause the biggest problems with sales proposals. When you get ready to write a proposal, it’s easy to get tripped up by any of these three common mistakes.

First, some consultants believe that every proposal must follow the same template, no matter what. Sure, every proposal has common elements, like objective, scope, value, timing, staffing, and fees. But the most successful proposal efforts begin with the assumption that every client situation is different, even if you’ve done hundreds of similar projects. Make sure your proposal structure meets the client’s needs for clarity of purpose, not your desire for convenience.

Second, proposal writers have a tendency to “bury the lead,” as journalists say. Too many proposals take too long to get to the point–which should be the client’s issue and how you’ll address it. Your buyer wants to know immediately how you can help, not how great you are. Include a qualifications section in your proposal if needed, but focus first on what the buyer wants to accomplish.

Finally, some proposals are just sloppy about grammar, spelling, or formatting consistency. This may seem like a minor point. But when clients spot sloppy work in a proposal, they immediately wonder about the mistakes you’re likely to make during the project.

Simple mistakes in a sales proposal can unravel a lot of hard work you’ve done during the sales process. So really check every proposal one last time before handing it over to your client. It may make the difference between a win and a loss.

Perspective

What's your perspectiveI’ve never met a client who said, “Just get me any consultant in here.” Clients want a trustworthy person who knows their industry, business, and the issues they must tackle. In response, most professionals make a critical mistake in communicating their expertise. They focus only on what they’ve done, not on what they think.

You can show a prospective client a laundry list of relevant past clients and summaries of the projects you’ve completed. Showing clients what you’ve done is a good start, but it’s not enough. You also have to demonstrate how you think.

One way to capture your client’s imagination, and differentiate your business, is to show clients how you see the world–to express your particular point of view.

Often, that perspective is about where your client’s industry (or business) is headed in the future. Instead of resorting to clichés like “the rate of change is accelerating,” offer a definite view about what your clients can expect in the future. Make a logical and believable case, based on extrapolation of facts and trends, about how your clients’ businesses are likely to change next year, in five years, or in a decade.

You don’t have to rely only on forecasting the future. It’s equally powerful to have a strong view on how clients should be doing things in the present. Maybe you focus on three key challenges your clients are grappling with now. Create a point of view that defines those issues, points out the implications of maintaining the status quo, and offers a general approach for addressing those issues.

Whether you’re talking about the present or the future, be specific. Avoid generalizations like “succession planning will become more important in the next three years than ever before.” Instead, tell clients where and in what ways succession planning issues are likely to be most acute.

Don’t tell clients that leadership skills will be in short supply as baby-boomers retire. Tell them which skills they will need to lead their organizations in the future and how to cultivate those skills.

A bold, forward-looking perspective can engage clients in a dialogue about their issues and your ability to help them. If you want to convince clients that you know your stuff, few things work better than a thoughtful perspective on what matters most to them.

Overwhelming

Chances are you’ve had clients decide not to implement your recommendations. Hard as it is to face, sometimes the problem lies with you, not them.  It may be easy to paint a picture of a client’s intended destination, and people will nod in agreement–that’s exactly where they need to be.

But the process, learning, and commitment you ask of people to make that journey is often enough to overwhelm them. Experts can freeze their clients into inaction by making unrealistic assumptions about what it takes to accomplish a new task. Once you’ve built a plan with such flawed assumptions, expect resistance to change.

The challenge: Never take for granted the depth of your own knowledge. Remember, the things that seem easy to you now weren’t always so simple. So keep the beginner’s perspective in mind as you conceive of projects and chart your client’s path.

Are you overwhelming anyone?

Lessons of the Leaders

Lessons of the LeaderEvery now and then, it’s good to remind ourselves of the basics. I’m not referring to the fundamentals of sales and marketing, but to the essential behaviors that separate the best consultants from everyone else.

You’d think it would be easy to generate a list of those behaviors, but it’s not. And your list and mine could be entirely different.

Still, it’s worthwhile to try. My current list (which is in no particular order) stops at ten. You can probably add more, and I hope you will.

1. Keep Your Own Counsel

The most successful consultants are decidedly independent thinkers. I don’t have empirical evidence for this, but I’d guess that they reject (or modify) about half of the advice they get from others.

They’re wary of people who tell them how to dress, what pen to use, and how to determine who in an organization can (or can’t) make a buying decision. They consider all of the advice they get with a healthy dose of skepticism and subject everything to a reality check before making a change.

2. Generate Ideas When They Matter Most

By now, we’ve all heard the echoing message that the path to winning in consulting is being a so-called thought leader. That label is so pervasive that it’s lost all meaning. And according to studies, much of the material claimed as thought leadership isn’t particularly thoughtful or worth following.

We should all spend time thinking about the “next big thing” and what the future holds. But what clients really want is practical and workable ideas–when they need them. That’s what you should focus on: creating ideas and alternatives that clients can use to address the issues they face right now, even if those ideas don’t aspire to the lofty status of thought leadership.

For successful consultants, the timing of an idea, whether big or small, is what makes the difference for their clients.

3. Aim for Share of Mind–Not “Share of Wallet”

It’s always unsettling to hear service providers talk about their plans to snag as large a share as possible of a client’s consulting budget. Once they create a revenue target to secure a specific “share of wallet,” the result is a not-so-subtle, undesirable shift in their mindset.

Instead of concentrating on the client’s goals, their own revenue goals take center stage. That puts selling first, and client service second. If achieving a revenue goal drives your thoughts and actions, clients eventually sense this and the barriers go way up.

The best consultants look for innovative ways to open their clients’ minds before asking them to open their wallets.

4. Kill the Metaphors

If you’ve been around this business for long, you’ve probably heard someone refer to selling as a hunt, or use other inane metaphors to describe a sales effort. In that sort of thinking, a sales opportunity is a chase or a game, and clients are the prize.

The language of sales is full of such counter-productive language. One seller characterized his company’s sales strategy as “you eat what you kill.” Another referred to a prospective client as a “wallet with legs.” We have “hunters” and “farmers.” The list goes on and on.

Of course, few people probably really view clients as prey, but words affect our thoughts and behavior. So if those metaphors get into your head, don’t be surprised if clients keep you at arm’s length. You’d do the same if someone treated you as if you had a target on your back.

Successful consultants think about serving clients, not hunting them. They facilitate problem solving instead of farming. They think of revenue generation for their businesses as shared value with clients, not as a win-lose game.

5. Commit to the Art of Consulting

Every successful consultant is a subject matter expert in something. The really great ones have also mastered the process of consulting.

Most people can define and manage a project, but that’s just table stakes. Consulting is most often about the nuances of creating influence when you don’t have authority, leveraging the skills of others who may not support what you’re doing, and speaking with total candor when it’s not in your self-interest to do so.

Every discipline is part art and science. The leading consultants commit to mastering both.

6. Be Confident without Arrogance

Few clients will hire (or follow the advice of) a consultant who doesn’t possess that intangible ability to set people at ease. Your confidence communicates to clients that things are going to work out.

More than a few consultants, though, have found that their confidence can get the better of them. They’ve taken on work that stretches beyond the boundaries of their capabilities. Usually, the result isn’t pretty.

There’s a fine line between confidence and arrogance, which the best consultants recognize and respect. They know when to back off. If you’re tempted to venture into unfamiliar project territory, check your justification for doing it. Are you being confident or arrogant?

7. Be Transparent before the Client Asks

The best consultants know that what may seem trivial to them can be a deal-breaker to a client. For instance, you may have partnerships, affiliate agreements, and other financial arrangements that are a small part of your business. But in your client’s view, these relationships could be a big problem.

Maybe you get a finder’s fee for introducing others to your client. Or maybe you receive a commission if you recommend a specific product or system.

Be direct with your clients about anything that may influence your opinions. And do it early in the client relationship. You’ll find that it’s far simpler to prevent misunderstandings by making early disclosures.

8. Reject the “Under-Promise and Over-Deliver” Strategy

You’ll hear consultants suggest a strategy of deliberately under-promising what they’ll deliver to a client so they can exceed the understated expectations when a project wraps up.

Successful consultants don’t stoop to this tactic, which is manipulative, cynical, and consultant-focused. If you find ways to bring extra value to clients along the way, fine. But deliberately understating what you’ll deliver is worse than foolish.

Be honest with your clients about what you can and will deliver. Collaborate on an expected result and deliver it. If the agreed-on value of the project is high, you’ll create a delighted client–and a long-term relationship–by meeting that expectation.

9. Start Strong to Finish Ahead

Lots of people will tell you that what’s important is how you finish, not how you start. Of course, the end result of a project matters, but the most successful consultants know that it’s a lot less painful to finish a project if you do a good job launching it.

Once you sell a project, everyone is antsy to get going. But before you do, be certain that you and your client are clear about objectives, scope, work plan, and fee arrangements. Then, clarify how you’ll work together, who will have responsibility for specific tasks, and how you will define “done.”

And don’t forget to agree on how you’ll disengage and how you’ll know if and when you have met the client’s expectations.

10. Be Collegial (to Everyone)

Most consultants are good at managing their relationships with client decision makers and influencers. But some fail miserably when they work with support staff and even with colleagues. We’ve all got a story or two about insensitive consultants running roughshod over anyone they considered to be beneath them.

The best consultants realize that ours is a high-touch, human relations business. Every person, regardless of level or status, deserves to be treated with respect. Remember, consultants succeed only if people willingly follow their lead.

Add to the List

What other behaviors have you observed in highly successful consultants?

Keep Your Project on Track

why projects failMost of us (myself included) have seen or been involved with a massive project flame out. It’s never pretty to watch a project team’s high hopes for success degenerate into tension, trepidation, and resignation.

You can point to the usual suspects that wreak havoc on any project–like shifting scope, tenacious resistance to change, or lapses in leadership. I’m sure you could expand this list. We know (at least in our heads) why projects fail, but the hard-learned lessons of blown time lines and canceled projects don’t seem to be taking root. The project failure rate is still higher than anyone should expect given our long history of doing projects.

If you want to improve your odds of a successful outcome, improve the quality of the questions you ask your team–especially as the project nears a milestone or completion. Be sure your questions get below the surface of key issues because research shows that people are less likely to reveal negative information as a project nears completion.

Roll out your best interviewing and diagnostic skills as your project approaches the end to help your team get over the last project hurdles.

 

Waiting

Remember the last time you had to wait for something? Maybe it was in a long line, or for a delayed flight, or for a report from a co-worker.

When we must wait for very long (or think we’re going to have to) it makes us feel unimportant. Our minds start asking questions like “Isn’t there some way around this?” “Can someone else help me?” And “Should I continue doing business here?”

When we make people wait, we take away what they value most: the ability to control what they do with their time. We transform a positive expectation into frustration. People spread the word about annoying wait times–that’s a misery everyone relates to.

Is someone waiting for you?

Before Your Next Sales Meeting

What do you suppose is on a prospective client’s mind before a sales meeting with you? I think an email to you from that prospective client might go something like this:

My team is looking forward to meeting with you and we are excited about the prospect of working together. Before we get going, I’d like to lay out my expectations for our meeting.

To begin with, we recognize that you’re interested in selling your services to us. Here are three tips to make that whole process easier and worthwhile for all of us.

The journey is important, but first we need to be sure of our destination.

Lots of service providers are quick to tell us how their approaches and methods will bring us fast, reliable results. We know that tools and approaches can make a project go more smoothly, but until you’ve really shown us where we’re going, we won’t be listening.

We need to know what the future will look like for us if we complete this project. And we need to know about it in a clear and compelling way. So we ask you to focus first on our destination, instead of how we’re going to get there.

Value breaks down barriers.

In this company, multiple people are involved with the decision to approve any sizable project. And, there’s always someone with lots of questions about why you and why now. The only way my team can mobilize people around our project and break down organizational resistance is with an explicit view of the value we would get from working with you.

Our expected value serves as a motivator to action–it’s the heart of our internal sale. So once we’ve defined a post-project future, let’s work to quantify the value we’ll achieve by reaching that future. Of course, it will be difficult to make those calculations, and we will have to make some assumptions. But people won’t be receptive to undertaking a complex project without substantial value in return.

Give us possibilities.

We have ideas about what we need to do and how to do it, but we’re not the experts. We’ll look to you to open our eyes to the possibilities we haven’t thought of. All we ask is that you recognize that we’re the experts on our business. We want collaboration on realistic options and opportunities, not theories.

Together, we can devise a plan that emphasizes the future state we’re aiming for, expresses the value of reaching that state, and gives us options for how to get there. If we can do those three things, you’ve got a great chance of landing this project.