Dr. Bruce Katcher

Dr. Katcher is an Industrial/Organizational Psychologist and President of Discovery Surveys, Inc. He has more than two decades of experience conducting employee opinion and customer satisfaction surveys.


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The Consultant's Corner

Welcome to the 19th issue of
"The Consultant's Corner,"
a free e-zine dedicated to providing practical advice and insights to both beginning and experienced consultants. Contact me if your would like to purchase the complete archives.

SPECIAL ANNOUNCEMENT

I will be conducting a special workshop on April 20th at the Wellesley College Club called
"How to Jump Start Your Consulting Business."

See the details below.

Also In This Issue

SPECIAL ANNOUNCEMENT

What Readers Say

Consultants Services

About Dr. Katcher

Buy the Archives

Mentoring Service

Subscription Information

Contact Dr. Katcher

 

SEVEN WAYS TO LAND NEW BUSINESS BY LEVERAGING YOUR CLIENT RELATIONSHIPS

By Bruce L. Katcher, Ph.D. President of Discovery Surveys, Inc.

 

THE PROBLEM:

Most consultants will tell you that their first clients were people they had worked with in the past who already had confidence in their skills and abilities. Many will also tell you that trying to sell to people they didn't know was much more difficult.

The trick is to use the trust you have achieved with your clients to help you quickly establish credibility with new clients.

Here are 7 techniques for leveraging the faith that your clients have in you to land new business.

  1. GET INTRODUCTIONS AND REFERRALS

    Here's an easy question. Which do you think would be more effective -- making a cold call to a prospect, or having a satisfied client recommend you? Of course, it's the latter.

    Asking clients to introduce and refer you to new prospects is not easy. But it is important to ASK. If they are truly satisfied with the work you have performed for them, they will be happy to give you introductions and referrals. Make sure they know what type of people and organizations you want to do business with, and what types of problems you can help clients solve.

    There are four possible ways that they can refer you:

    • Cold -
      They can just tell you someone they think you should contact even though they don't know that individual personally. This is a difficult lead to turn into business because you can't use your client's name when you call.
    • Warm -
      Your client can suggest someone for you to call and give you permission to use their name.
    • Hot -
      Your client can call ahead to the prospect to tell them about you and say you will be calling them.
    • Scalding -
      Your client could offer to go to lunch with you and the prospect to make a formal introduction.

    Here's what I do.

    I tell my clients that if they are satisfied with my services, I would greatly appreciate referrals to others who might be interested in conducting a similar project. I even sometimes insert a few paragraphs about this in my proposals.

     

  2. DEVELOP A REFERENCE LIST

    Ask your clients if they would be agreeable to serve as a reference. Then, insert a list of these clients and their contact information in your new business proposal. Also include what type of work you performed for this client.

    The more references you have the better. That way, you can use the most appropriate client names for each proposal. For example, if you are proposing to do some work for a hospital, providing references from other hospitals is much more valuable than providing references from other industry sectors.

    Here's what I do.

    At the end of each project, I ask my clients if they would be willing to serve as a reference. I then tell them that any time I you use their name, I will let them know. The reason I say this is not to ask permission each time, but to give me a chance to brief the client on the opportunity I am pursuing and who might call them. This way they will know how to put me in the most favorable light. More importantly, they will be much more likely to return the call of my prospect. Also, if they are in the same industry sector, they may even know the prospect.

    If I land the business, I also make a point of thanking the clients who provided the references.

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  3. GATHER TESTIMONIALS

    Testimonials are extremely powerful. Here are a few from my Employee Opinion Survey clients:

    "The Discovery Group has conducted several employee surveys for our organization. They have been very flexible and responsive to our needs. We were particularly pleased with their creative solutions for communicating the results to employees, and the quality of their suggestions for addressing the issues identified via the survey."

    Michael N. Piergrossi
    Vice President of Human Resources and Organizational Development
    W.R. Grace

    "Although it is a small firm, The Discovery group shows remarkable flexibility, innovation, care for customers, and ability to meet tight deadlines. The consulting help in communicating results to management and employees has been exceptional. I'll continue to use the Discovery Group for any employee survey work - focus groups to paper and pencil or Internet. "

    Frances Gallitano
    Vice President of Human Resources
    Delta Dental Plan of Massachusetts

    Here are two I recently received (after politely asking for them) from consulting colleagues for whom I recently provided mentoring services:

    Bruce is a natural marketer for professionals. When my consulting business was having the lull most firms in our industry were experiencing last year, Bruce met with me for an hour over lunch and helped me turn it all around. He asked me tough questions, offered innovative strategies, and really helped me move forward.

    Lew Stern, Ph.D.
    Stern Consulting
    Executive Coaching and organization Development Consulting

    Even with very little prior knowledge of our industry, Bruce was able to suggest a breakthrough pricing strategy and fresh marketing ideas for our business.

    Fifi Ball and Sally Brickell
    Squared Away
    Professional Organizing

    Here's what I do.

    I gather testimonials after every completed project and speech. I have put together several one-page listings of these testimonials -- one for my employee survey work, one for my customer satisfaction survey work, one for my consulting mentoring work, and another for my speaking services. I insert these in my proposals and on my web site.

     

  4. CONDUCT JOINT ACTIVITIES

    Recall that the goal is to transfer the credibility of your clients and their trust in you to your prospects. Another way to do this is to write professional papers jointly with your client or deliver a speech with your client. In this way, the credibility of your client's organization is transferred to you.

    Here's what I did.

    I conducted an employee opinion survey for an HMO. I then ran across a call for speech proposals from the national professional associations for HMOs. I contacted my client and asked her if she would be interested in jointly presenting a case study of the project and how it was helpful to her organization. She agreed. The program committee of the association loved the idea. We both got a free trip to Orlando and I was able to leave a favorable impression with many prospects. A win-win for all involved.

     

  5. NAME DROP

    I know that name dropping has a negative connotation, but done properly it can really help your business. Use your clients' names on your web site, in your proposals, in your advertising, and in your speeches. Without permission, of course, it would be unethical to talk about exactly what you did for these clients and what results you achieved. But, I believe that their names and their positive impression are fair game.

    Here's what I do.

    When I speak at professional meetings, I write the introduction and bring it to the event. This introduction includes some of my larger clients like Alcoa, Johnson & Johnson, Revlon, Timberland, and W.R. Grace. Sounds impressive, doesn't it? Just dropping their names gives me instant credibility. You can do this too.

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  6. DEVELOP A "KEEP-IN-TOUCH" SYSTEM

    If clients are going to keep on introducing, recommending and referring you to prospects, you've got to stay in their minds even well after you have completed your work with them. You don't want them to forget about you.

    You can remain visible to them in a number of ways. Send them articles, call them periodically, attend the same professional meetings they attend, tell them when you are going to be speaking, and send them holiday cards.

    You might also want to consider creating a spreadsheet with client names as rows, and months as columns. In each cell enter how you touched the client (i.e. meeting, email, letter, or phone call). This can help you make sure that you are regularly keeping in touch with your past clients.

    Here's what I do.

    One of my major methods of marketing is using ezines. I publish "Improving the Workplace" monthly and I publish this ezine every other month. Why? To keep in the minds of my network (i.e. clients, prospects, friends, relatives, and colleagues). Only good things can happen when people remember you.

     

  7. CONDUCT AN ENDORSEMENT CAMPAIGN

    This is a very powerful direct mail technique for transferring the credibility of your clients and their respect for you to prospects. Here are the basics. Write a promotional letter touting the value you brought to one of your clients. Then have that client sign the letter and send it to your prospects on their letterhead. Last, follow-up with a letter or telephone call.

    An excellent tape is available on this approach from my colleague Bob Martel. Email him at bobmartel@jmbmarketing.com.

 

IN CONCLUSION:

Your best chance of landing new business is when one of your clients greases the skids for you. You need them to transfer their credibility and their respect for you to others. This, however, is not something you can leave to chance. You need to proactively keep in the minds of your clients and ask for introductions, referrals, references, testimonials and endorsements.

Was this issue valuable to you?
If so, purchase my archive of past issues (See details below, or contact me about my mentoring services.) Also, please FORWARD THIS TO A FELLOW CONSULTANT OR ASPIRING CONSULTANT who may wish to subscribe.

(I am very much interested in your views on this topic. How do you transfer the credibility and trust of your clients to your prospects? Any good war stories you would like to share? Please reply with your comments and suggestions to Bruce@DiscoverySurveys.com.) Send me your comments and suggestions and I will print some of them in the next issue. (Note: I am happy to keep your name and organization anonymous if you prefer.)

 

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SPECIAL ANNOUNCEMENT

  • Do you need to breathe life into your consulting business?
  • Is it time to reinvent yourself and start anew, with newfound enthusiasm and a greater sense of purpose and direction?
  • Do you need to raise more revenue and become more profitable?

If so, you MUST attend this special workshop. This will be a motivating, intensive and refreshing 3-hour seminar that is guaranteed to rejuvenate your consulting business - or your money back! It is an investment in your business that you cannot afford to miss.

All participants will receive a complimentary copy of the first 19 issues of "The Consultant's Corner."

Save $30 by registering by April 16th. Seating is limited. For details and registration information, visit www.enterpriseconsultinggroup.com/seminars.

Here is what one past attendee of the seminar said:

"Great program: Your ideas and techniques were extremely valuable. Though I have been consulting for 5 years, I learned that I have been missing the fundamentals of building a sustainable and focused business."

Michael Gero,
President,
NE Consulting

To see comments from other past attendees, go to www.enterpriseconsultinggroup.com/seminars.

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HERE'S WHAT OUR READERS SAID ABOUT OUR LAST ISSUE:

If you recall, the last issue was titled, "Seven Things Consultants Should Know About Sales." Here is what one consultant wrote:

"I am a psychotherapist - social worker by training - who reads your e-zines faithfully. I often find that I can apply your consulting tips to my work. When you wrote about sales issues recently, your comments about "finding the prospect's pain" and "letting your prospect take the lead" were reminders for me. In my work, it's important that my clients identify their emotional pain and what they believe needs healing, not me. And it's always important that I respect their story and intuition about the problem and solution and let them take the lead (my application of your advice "don't chase") in their therapy, i.e. how deeply they want to explore specific issues or how often they wish to meet for therapy sessions. Like the consultant's prospects, my clients want to be understood - their story needs to be heard. They much less need to hear me. Thanks, Bruce, for helping me remain attentive."

Dana Snyder-Grant, LICSW
Acton, MA

PRODUCTS AND SERVICES THAT CAN HELP YOU

  1. PURCHASE THE ARCHIVES
    Order the complete set of back issues of "The Consultant's Corner." This 50 plus-page document can help you launch or rejuvenate your consulting business. It includes:
    • Seven Ways to Get More Leverage in Your Consulting Practice
    • Seven Sources of Motivation for Consultants
    • Seven Reasons Why You Shouldn't Charge by the Hour
    • Seven Ways to Establish Your Credibility
    • The Seven Rites of Passage for Independent Consultants
    • Brand Extensions: Seven Ways to Expand Your Consulting Business
    • Seven Reasons Why Consultants Must Focus, Focus, Focus
    • Exit Plans: Seven Ways to Leave Gracefully
    • Keeping Track: Seven Key Consulting Metrics
    • Expand Your Business Through Strategic Alliances: 7 Ways to Make 1+1=3
    • Seven Ways to Rejuvenate Your Business
    • Seven Reasons Why Your Small Home Business is Advantageous to Clients
    • Seven Traps That Drive Consultants Crazy
    • Seven Ways to Keep Marketing Even When You're Busy
    • Seven Ways to Maximize the Value of Networking Meetings
    • Seven Reasons Why You Should Publish and Electronic Newsletter
    • Seven Ways to Increase the Probability Your Recommendations Will be Implemented
    • Seven Things that Consultants Should Know About Sales

    The cost is $49. Add $5 for shipping and handling if you order the hard copy version. Send a check for $49 for the email version or $54 for the print version made out to Bruce Katcher, to 9 Blair Circle Sharon, MA 02067. Include your email or mail address.

  2. MENTORING SERVICE
    I can help you jump start your consulting practice and make more money. Are you ready to make this investment in your business? If so, call me at 781-784-4367 to learn about my mentoring service for beginning and experienced consultants. During our time together I will help you launch or rejuvenate your business. Serious inquiries only!
  3. ADVERTISE HERE
    If you would like to ADVERTISE HERE, please contact me. This ezine reaches a rapidly growing list of more than 1,700 independent consultants.
  4. FREE MONTHLY EZINE
    "Improving the Workplace" presents results from more than 60 employee surveys I have conducted. View past issues by clicking here. Click this link toSubscribe NOW!.
  5. UPCOMING SPEECHES
    • The morning of April 20th - "How to Jump Start Your Consulting Business" as part of the seminar series of The Enterprise Group. It will be held at the Wellesley College Club in Wellesley, MA. The cost is $195 for advance registration. For more information and to register, visit www.enterpriseconsultinggroup.com.
    • March 31st - "Business Consulting Models for HR Consultants" for the HR e-Sources group in Westborough, MA.
    • May 23rd - "The 21 Secrets to Finding a Job" for the 495 Networking Support Group. Visit www.495nsg.org for further information.

ABOUT THE AUTHOR
Bruce Katcher is an Industrial/organizational psychologist. He has been a management consultant for the past 20 years for both large and small consulting firms. For the past 10 years he has operated as a solo practitioner. Visit his website at www.DiscoverySurveys.com.
more information . . .

Bruce also currently serves as President of the New England-based Society of Professional Consultants.

Contact Bruce L. Katcher, Ph.D., "The Survey Doctor"
President DISCOVERY SURVEYS, INC.
9 Blair Circle Sharon, MA 02067
Voice - 781-784-4367 Fax - 781-784-6450
E-mail - BKatcher@DiscoverySurveys.com Web - www.DiscoverySurveys.com

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Copyright © 2004, Discovery Surveys, Inc. and Bruce L. Katcher, Ph.D. This publication may be freely redistributed in full or in part as long as full attribution and our contact information, including email address, telephone number, and web address, are included.

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