Archive for the ‘Best Communication Policies’ Category

Here Is Another Good Question to Ask in Your Consultations

Here Is Another Good Question to Ask in Your Consultations

Self-care is a big theme in my life this year due to having to manage the care of my elderly father for the past five years who has Parkinson’s Disease and Lewy Bodies dementia, on top of trying to manage my business and client work and have some semblance of personal life left.

Life happens, and you will thank yourself to the moon and back for putting smart policies and processes in place now that honor your boundaries, standards, and needs in your business.

Along that vein, choosing clients well plays a huge role in taking good care of yourself, your business, even your other clients—because one bad client causes a host of problems not only for you, but for them as well, in all kinds of direct and indirect ways.

One of the traits to look for in your ideal clients is that they are easy to work with. Clients who are easy to work with are amenable to your systems and processes (because those are what allow you to work well together successfully), and open to doing things in new and different ways than they may be used to doing them on their own.

This, therefore, is a vital topic to address in your consultations if you are seeking to connect with the best-fitting clients possible.

You could frame the question something like this:

“Similar to how you have certain ways of doing things in your business, I also have specific methods, protocols, and systems in place that allow me to best manage my various client workloads and create optimum efficiency. Any new clients I accept onto my roster need to be amenable with these methods and systems and open to some new ways of doing things in order for us to work together effectively. For example, I may need you to adopt a certain format for email subject lines and be consistent about that. Is this something you feel you can do and are open to?”

Something like this will open up an exploratory conversation that can also give you some good indications as to how easy or difficult a prospective client may be to work with.

If they think they are too important, “too busy” to pay attention to details like that, or if they are otherwise resistant or dismissive of what you need from them, that is a red flag you should heed.

They need to understand that in order to work together and for the relationship to work, there are simply some things you are going to need from them in order to do your best work and run a sane and happy practice (which benefits everyone).

If they can’t fulfill that end of the bargain, those are people you should think twice about taking on.

Clients who make you pull your hair out are just not worth the headaches they create in your business and your life.

PS: Implementing a thorough, well-thought out consultation process is one of the BEST things you can ever do for yourself and your business as it will help you get more ideal clients who say YES! to working with you and weed any with whom you don’t wish to work.

How to Converse with a Ninny

How to Converse with a Ninny

Recently, something reminded me of a conversation I had a while back with a colleague.

She was frustrated by an interaction she’d had with someone in a networking group and wasn’t sure what to do about.

The person had asked what she did. She answered that she was an Administrative Consultant and attempted to relate some of the tasks she helped clients with.

The person’s response was “Oh, so you’re a virtual assistant?”

She wasn’t quite sure how to respond to that because she most vehemently did not want to be associated with that term whatsoever.

In all honesty, some people aren’t worth your time. And the person she was talking to was obviously an uncouth ninny.

On what planet does anyone dictate to you what your title or term is, especially after you have just told them?

(That was a rhetorical question. The answer is it is never anyone’s place to call you anything except what you have instructed/informed them to call you.)

However, a big part of the problem was in how she was describing what she did.

At the time, this colleague was resistant to pinning down a target market, and the kinds of things she said she did were so broad, vague, and generalized that it’s no wonder people were confused and wanted to lump her in as a VA.

That term has become a garbage dump for “anyone doing anything.” It’s basically branded itself to mean “cheap gopher.”

She got caught up in reciting lists of tasks instead of having the more abstract conversation about how she helps clients through the expertise of administrative support.

If you’ve found yourself in a similar conversation, and you deign to indulge in it with someone, here’s how you could respond in order to better educate said ninnies:

THEM: “Oh, so you’re a VA?”

YOU: “No, as I mentioned, I am what is known as an Administrative Consultant. That is something different and more specific.”

THEM: “But aren’t you basically an assistant?”

YOU: “No, that’s not an accurate way to understand the business-to-business relationship I have with my clients. Let me ask you this: As a coach/attorney/accountant/designer/(insert their profession here), are you an assistant to your clients?”

THEM: “No, I’m their coach/attorney/accountant/designer/(whatever their business/profession is).”

YOU: “Exactly! That’s how to understand my relationship with clients as well. You and I both run businesses that offer a specific service and expertise. We both assist clients, but that doesn’t make us assistants, right? What each of us does doesn’t matter. The fact that we run independent businesses, each delivering a specific service and expertise is the important thing. For me, I happen to be in the business of providing administrative support. But I’m not an assistant because 1) assistant is a term of employment and I am not an employee to my clients in any way, shape or form, and 2) I don’t act as an assistant to clients. I am a business owner and professional who provides a specific service and expertise to my clients; they turn to me for my expertise in providing ongoing administrative support and guidance. And the term we use for someone in that specific business is Administrative Consultant.”

This is how I have had similar conversations in the past. But what I’ve found is that once you a) stop calling yourself an assistant, and b) stop describing your business and the service you provide and how you work with clients in assistant-like terms, people get it, and you aren’t going to have to deal with too many ninnies after that.

Have you ever found yourself in a similar conversation as this colleague? How did you navigate it?

Do Your Family and Friends Respect Your Business?

Do you ever have trouble getting family and friends to respect your business?

I know I still do sometimes, even after doing this for over 20 years.

I don’t know that it will ever change when it comes to certain people we have to deal with in our lives.

Here’s an example of what I mean…

So one of the reasons I went into business for myself is to have more control over my own life. To have more say about how I spend my time (and on whom), to get more joy and fulfillment out of the work I do and the gratification it brings seeing how it helps my clients in very immediate and impactful ways.

Most of all, I wanted to be able to be present in my own life, to be able to be there for those I love.

My dad was diagnosed with Parkinson’s about 10 years ago. In 2014, his health took a severe nosedive and he ended up in the ER and then assisted living for a year.

My sister lives in the same city as my dad, but doesn’t drive and works a 9-5 job.

I live about an hour away, but since I am the only one who drives, I’m the one who had to pick everyone up and shuttle them around back and forth.

Since that time, because I’m the only one who drives and because I have a business working for myself and have the flexibility, I’m the one who has scheduled all my dad’s various appointments and run him around to all of them: primary care, neurologist, weekly B12 shots, eye appointments, hearing appointments, cognitive testing, blood draws, etc.

I take him to get his hair cut, his toe nails taken care of (he needs a special appointment for this), runs to the grocery store, the pharmacy, and a multitude of other errands.

I also make sure his house stays clean (especially his bathroom) and check the fridge to make sure anything old and expired is thrown out since my sister, who actually lives mere blocks from him, fails to do any of this no matter how many times I ask.

I’m happy to do it; there also isn’t anyone else to do it so it falls on my shoulders. Someone has to take care of him, right?

While I’m grateful to be able to do it, at the same time, it’s no easy task. It eats up a shit ton of time and energy.

Plus, it’s not all happy, happy, joy, joy. My relationship with my dad has been difficult and strained my whole life.

And doing all of this, making the time to do it, has had negative effects on my business, cost me a lot in very real financial ways, and caused me to lose a whole lot of momentum.

Having to take my dad to what may only be a half-hour appointment ends up eating a whole day of my time and energy and actual work hours.

It disrupts my entire life and business. I’m completely spent and it sometimes takes me a day or two to recuperate and get back into the swing of things.

Yes, I am very fortunate I have the freedom and flexibility to be able to do this for my dad. My dad and my sister are very lucky that I’m in the position I am to be able to do it because if I didn’t, there’s no one else to fall back on.

Still, it really sucks that they take it for granted and don’t consider just how much of a toll it takes on my life and my livelihood.

If my sister had to do this while trying to hold down a job, she’d end up in the loony bin, not to mention fired.

But she’s so cavalier about my time and doesn’t seem to grasp the fact that, um, hey, I work for a living, too!

It’s so easy for people to look at your life and think all you’re doing is sitting around at home playing on the computer.

They don’t see that you are doing real work, important work, for real people who are depending on you in very real and important ways.

Your clients have invested their time and money and faith in you, and you have the privilege and duty to not let them down and manage your obligations to them.

So what’s the solution?

Maybe we need to set more boundaries and make sure the people in our lives honor those boundaries.

Maybe we need to be more respectful of own boundaries and not step over them and make concessions all the time.

Because it’s a slippery slope when we do that, and next thing you know, you have no boundaries at all.

Maybe we need to say “no” more often.

It’s honorable to want to help and to be able to make sacrifices when it’s important and necessary to do so. But we can’t neglect our own self-care.

When you say “yes” too often, people tend to take it for granted.

Don’t let them off the hook so easy. Make them shoulder more of the load.

It may not be easy to say “no,” but I think we are all worthy of looking out for our own health and best interests as much as we look out and care for others in our lives.

Maybe we need to dress our businesses up in more formal, tangible, traditional ways.

Have that professional website up. Have those professionally printed business cards. Establish professional hours. Lay down the law with your family and friends so that they know when you’re working in your business, you are AT WORK.

If this is one of the problems you have, don’t let them just drop in and gab any ol’ time they please. Make appointments. If someone drops in unannounced, politely but assertively turn them away. Let them know what your office hours are and that they need to call or email first to make sure if or when you are free (that’s just basic good manners anyway; their lack of consideration is one thing; you accepting it is another).

Dedicate a room in your home for your office. If you don’t have a room, then a space. And make sure everyone knows that that space is sacred and off limits.

If you live with others, perhaps putting on “work” clothes and getting out of the bathrobe once in awhile (lol) will help them see that you take your business as serious as they take their job.

While we sometimes need to have a straight talk with a client now and then about boundaries (and a lot of times, it’s we ourselves who teach them bad habits in the first place), I think a lot of times it’s our family and friends who are the worst at respecting our businesses and boundaries.

Have you experienced this in some way yourself? What are some of the ways you have dealt with it?

Freelancing IS Running Your Own Business

See, it’s phrasing like this that is troublesome:

“If you have previous experience freelancing or running your own business…”

Freelancing IS running your own business. It’s not an or; it’s the same thing.

Phrasing like that makes people think it’s something different and separate, which is incorrect.

That’s why we have so many people in the industry who don’t realize that they are not employees, that they are running their own business, that it IS up to them to set the contracts and dictate the rules, etc.

It’s also why you should never use the term “freelancer.” Because it gives everyone the wrong idea all the way around.

How Can They Have It So Wrong?

It’s astounding to me that there is an entire organization based wholly on a misunderstanding of the law.

While Freelancer’s Union has its heart in the right place, they are utterly wrong about its most basic premise.

Freelancers are not part of the workforce. Freelancers are not “workers.” Freelancers, by definition of law, are self-employed BUSINESS OWNERS.

With articles like this, Freelancers Union is actually perpetuating the idea to employers to continue to disregard and abuse employment laws.

People who are “self-employed” are just that: self-employed. They are not employees or “workers” nor part of the “workforce.” (Those are terms of employment, not business, and have no place in a business-to-business context.)

They are running their own business providing a service. And when you are running your own business, it is up to you — and only you — to provide your own agreements and determine and dictate when, where and how you work, what you charge and everything else that goes along with being self-employed.

If you’re going to combat the problem, THIS is the education you need to be having with the self-employed who don’t understand these legal distinctions.

Freelancers Union could do more good by abolishing the idiotic word “freelancer” because it does nothing to educate the self-employed about their role as a business owner and how to run their business like a business and not work with clients like an employee.

That right there is responsible for nearly 100% of their nonpayment problems. As it is, all they are doing is creating more victims.

Bargaining for Your Value Is Doing Nothing for Your Business

Bargaining for Your Value Is Doing Nothing for Your Business

You aren’t going to convince clients to pay your fees because you have taxes and bills to pay.

And telling them you are more affordable because they don’t have to pay for breaks and lunches is not compelling either. (When is the last time you heard any other business professional use that kind of bargaining to market their expertise?)

All that does is put them even more in cheapskate mentality.

Calling yourself an assistant results in the same.

Your value also has no relation to what you or they charge per hour. (And by the way, it’s high time you stopped charging by the hour anyway.)

Your value isn’t in how little they pay. Stop making that argument or you’ll forever be stuck with cheapskate clients who want everything for little to nothing.

Your value is in what they gain by working with you:

How many more clients are they able to work with? How much more marketing and networking are they able to engage in? How much more are they able to get done in a day, a week, a month? How much more free time do they have to brainstorm, develop their business, or plain live life?

Are they able to get those projects done that have been on the back-burner for forever? Are they finally able to write that book, complete that training program, or write that signature talk they’ve been dreaming of? How much have their revenues increased or have the potential to increase as a result? How many more dollars per year does that represent?

How do they profit in their life from working with you beyond money? How much easier and stress-free are their life and business?

How much are those results and accomplishments worth to them?

THESE are the things to be talking about, not “you only pay for time on task and don’t pay for office equipment, lunches, breaks or vacations.”

Do you see how silly and pedestrian the latter is in comparison?

Which do you think will excite potential clients more and fill them with the sense of abundance and possibility?

Use This Phrase Instead of “General”

Some folks use the term general when they talk about administrative support as a business.

But administrative support is not “general.”

Administrative support is a skillset, expertise and profession in and of itself. It’s the very backbone of every business in the world.

That is anything but “general.” That is something very specific.

Administrative support is also an ongoing relationship with a client; it’s not a one-off project here and there sporadically.

It’s about being an active right-hand in the client’s business and taking on specific areas of work and support for them.

Using the word general to describe your business relegates it to something menial, unimportant, homogeneous (as in same basic humdrum as everybody else), and of not much value.

That’s because general is code for menial which is code for cheap and mundane.

And when clients think of something as menial, they expect to pay paltry fees for it as well.

If you are struggling to get clients who recognize the work you do as valuable, important and beneficial to them, it could be because you are using language that is attracting un-ideal clients and/or putting potential clients in the wrong (i.e., cheapskate) mindset.

When marketing your business, you want to use words that position your business and portray it as something invaluable, not general.

Here’s an alternative to better articulate your value:

If you’re trying to get across the idea that you support clients across the board, instead of using the word general (and I advise anyone who wants to get more well-paying clients to banish that word entirely from your business vocabulary), use the phrase full service.

It has much better connotations about your value proposition and will have a much better impact on your marketing and the client perceptions it sets.

Take a look at your website today. Examine the conversation you are having with clients and the words you’re using.

Will you be making some changes?

Delete “Self-Employed Worker” from Your Business Vocabulary

Delete "Self-Employed Worker" from Your Business Vocabulary

Do you want clients who treat you like their beck-and-call employee or as a trusted business professional delivering a valuable expertise?

If it’s the latter, then delete the words “self-employed worker” from your business vocabulary.

When you are self-employed, you’re not a worker, you are a business, period. (That’s a legal distinction, not an opinion.)

This all goes back to properly educating clients about the correct nature of the relationship.

If you set the perception that you are some kind of little worker bee, that’s exactly how they are going to think of and treat the relationship.

The first place you nip that in the bud — so that you can get more ideal clients who properly treat and understand the relationship as a business-to-business one — is through the language and
terminology you use.

Dear Danielle: Client Won’t Stop Calling Me Her Assistant

Dear Danielle: Client Won't Stop Calling Me Her Assistant

Dear Danielle:

Hi there! I am looking for your advice on a matter. I quite often will attend meetings or business functions with my clients. They tend to introduce me as their “assistant,” even though I have brought it to their attention that I am not an “assistant.” What would you suggest I have them introduce me as? Or how to go about ensuring it doesn’t continue to happen? —KP

Hi KP 🙂

Good question. It’s one I get a lot from people who are trying to transition away from the “assistant” model to administrative business owner.

The first thing you can do immediately is add a component to your Client Guide and new client orientations that instructs clients on exactly what to call you and how to introduce you to others.

In my own practice, I tell clients to refer to me as their administrator (for short) or Administrative Consultant (for more formal situations).

Next, put together a form letter/email and send it out to all your current clients so everyone is equally informed and updated at the same time and no one is singled out.

The side benefit to this kind of communication is that seeing it come from your business as a general communication helps underscore the fact that they are working with a business, not an employee.

Which leads us back to the original question: what to do about a client who continues to call you this when you have repeatedly asked them not to.

On the one hand, it could be an innocent mistake.

It is sometimes difficult to rid clients of old habits when they’ve been with us awhile. In which case, a heart-to-heart conversation with the client would be in order.

You could start the discussion, for example, with something like this:

“We’ve talked a few times about what I prefer to be called and how I ask my clients to refer to me when introducing me to others. This is something that’s important to me and my business. I’ve noticed that you still call me your assistant in those situations. Is there a reason why? What can I do to help you remember how to introduce me?”

I would very intentionally incorporate use of the words “client” and “business” to help this client understand the nature of the relationship. Because it’s also often the case that they simply haven’t been properly educated about that (which is on us, not them) and so they very innocently, but still mistakenly, may think you are an assistant.

And then listen to what they have to say and work toward a solution.

Of course, if you have a client who doesn’t give a good darn about your feelings and wishes, you have to ask yourself, “Is this a client who respects me? If there’s no mutual respect, is this someone I should be working with?”

Here are some blog posts that expand on this topic further that I think you’ll find helpful:

Dear Danielle: How to You Introduce Yourself to Clients and Prospects?

How to Have Clients Help Promote Your Business

Dear Danielle: This Client Is About to Ask Me to Pose as His Employee

Thanks for the question, KP. Let me know if this was useful to you. 🙂

***

Have you ever been in this situation? How did you handle it? Do you think my tips will help you better educate your clients and navigate this in the future?

Shaping the Relationship with Your Words

Shaping the Relationship with Your Words

I never use the word “outsource” or “delegate,” and I don’t let clients use that kind of terminology with me either.

They aren’t delegating or outsourcing to me any more than they “delegate or “outsource” to their attorney or accountant or designer, etc.

I’m not their lackey. I’m a professional they engage so that they can benefit from my valuable expertise (in our case as Administrative Consultants, that is the expertise of administrative support).

We work together collaboratively (together being the operative word here) on administrative work and goals they have entrusted to me.

This kind of languaging changes the flavor of the relationship in the way I need for clients to see and understand it: as their business peer, administrative expert and trusted advisor.

Clients come to you with varying degrees of understanding about what you do, how you work together, and what the nature of your relationship will be.

Many may not have the faintest idea about what we do.

Others might have some vague notion that it’s like having an employee only you work from home for them (which would be wrong).

Others may have read an article filled with all kinds of misinformation and come to the table with the wrong preconceived ideas and expectations entirely.

This is why it’s always your job to educate and inform clients when they come to your website in the way you need them to be, so they have an accurate understanding about these things and approach you with the appropriate mindset and manner.

This makes for far more ideal client candidates and getting and working with those clients much easier.

The words you use are setting perceptions and expectations in clients, painting a picture for them of how to understand the relationship.

How are you educating yours?