Archive for the ‘Ethics’ Category

Wearing a Stethoscope Doesn’t Make You a Doctor

Wearing a Stethoscope Doesn't Make You a Doctor

So I see this question come across my Google Alerts:

“I have a client who wants to get more calls with potential clients and she wants me to create a plan for this. Any ideas?”

I find these kind of questions irritating when they come from people who are supposedly in the administrative support business.

Why are you even entertaining this kind of request? Oh, are you a marketing consultant/lead generation expert now, too?

It’s exactly like if a customer were to ask their plumber to fix their car.

Plumbers don’t fix cars. That’s not their expertise or the business they’re in. If someone needs their car repaired, they need to go to an auto mechanic.

Just because a client requests something doesn’t mean you are the proper professional for them to be asking or that you need to accommodate it.

This person doesn’t know what business she’s in or where to draw the line.

Her client needs to be informed that this is not administrative work and they need to consult with the correct professional who is actually qualified and in that kind of business (which in this instance, as mentioned, would be some kind of marketing consultant and/or lead generation expert).

(And this client very likely knows this; he/she is just trying to take advantage of someone who doesn’t know any better than to let cheapskate clients who don’t want to pay proper professionals lead her around by the nose on wild goose chases.)

You are needlessly complicating and muddying the waters of your business scope and distracting yourself from that focus.

And contrary to popular belief, trying to be anything and everything, taking on anything and everything, actually keeps you from earning better in your business. (It’s also the dead give-away of a rank amateur. Experts focus.)

Likewise, if you are asking your colleagues for their “ideas” on how to do something, that’s the first clue you don’t have the proper knowledge, background or qualifications, and have no business taking on that work. It’s unethical.

Just because you own Illustrator doesn’t make you a designer any more than owning a camera makes you a professional photographer or wearing a stethoscope makes you a doctor.

There is industry-specific knowledge, education and training, experience and talent that qualify someone for a specific expertise, which is also what defines and distinguishes industries/professions from each other.

Stop wasting clients’ time and money.

You do them a far better service by clearly educating them about what you ARE in business to provide and informing them that they need to consult with the proper professionals in X industry when they need something that is not what you are in business (nor qualified) to do.

And PS: doing so will garner you infinitely more trust, credibility and respect when you do.

Dear Danielle: How Can I Refuse a Client without Getting Into Legal Trouble?

In this episode of What Would Danielle Say?, LH from the United States writes to ask:

Dear Danielle:

I am in the process of starting my Administrative Consulting business and am at the point where I need to develop policies and procedures. I was reading your post of Oct. 23, 2012 (You Do NOT Have to Take the Good with the Bad) about being able to choose which clients you want to work with and having the right to refuse any client you choose. How exactly do you go about refusing a prospective client diplomatically and without setting yourself up for legal troubles? Have you ever had an experience like this? —LH

I asked LH to elaborate a bit more on what legal troubles she was referring to:

I’m thinking, for instance, if I were to say to a prospect that I didn’t think we were a good match for a business relationship because of the type of business they are in. I have not run into this problem and I’m just thinking generally and hypothetically because I know how crazy people can get over the least little thing. I wouldn’t want to end up being sued for “discrimination” when it would be a simple matter of conscience. I hope that as I continue to narrow my target market (I’m still in the startup phase) that problem would be eliminated. But I like to consider all the random “what ifs” just to make sure my bases are covered. I guess you can say I have the “prepare for the worst but expect the best” attitude.  I would love to know your thoughts on the issue.

So here are my thoughts on this:

Basically, it’s a non-issue and you’re borrowing needless worry. Don’t do that. 😉

Let me put your mind at ease. You are not obligated, legally or otherwise, to take on any client who is not a fit for you. As you stated very well yourself, it’s a matter of conscience and ethics.

You can’t do your best work or have a mutually happy-making relationship with any client who foundationally is not a great match for you. It’s for their benefit as much as yours that you decline clients who are not ideal.

You already understand this. I think you maybe just needed some confirmation and validation. Amirite? 🙂

So how this would normally play out is that you present lots of in-depth, educational content on your website so that your ideal clients are drawn to you, recognize themselves in your descriptions and see that you are just the right person who knows how to help them with their administrative needs, goals and challenges.

In this way, your website content also becomes part of your front-line pre-qualification system because it organically helps weed out those prospects who are not a fit at the same time it is attracting your ideal prospects, getting them interested and moving them to the next step.

Next, you have a consultation and part of your consultation process might entail that potential clients complete a form or preliminary questionnaire so you can gather information before you meet and further determine (again, as part of the whole pre-qualifying process) if this is a prospect who fits your ideal client profile.

If they do, that’s when you proceed to meet in a consultation where you ask your questions and talk, see if there’s good chemistry and get the info you need to find out whether this is someone you can help and want to work with or not.

If after going through all those steps, it turns out you don’t want to take that person on as a client, that you’re not a fit for whatever reason, you simply inform them that after considering all the information, you aren’t going to be the best person to meet their needs.

I also like what you also said about it being a matter of conscience. It’s diplomatic and it’s the truth so include that. It let’s them know you’re looking out for their best interests and that it’s nothing personal.

Be sure to provide them with the links to the ACA Directory and the Client Guide so that they can continue in their search. And if you happen to know of a specific colleague who might be a better fit, refer them to that person as well.

Perhaps you’ve discovered they were confused entirely about what you are and do and need another kind of professional entirely so be sure to give them that advice to  aid them in their search. (And if that is the case, it means you need to go back to your website and improve the message because it is clearly not doing it’s job of thoroughly and properly educating visitors about what you do, who you do it for and how you help them.)

Now, ideally, your prequalifying processes weed those folks out and determine whether someone is a good client candidate long before you expend your valuable time in consultation. That is the purpose and goal of having a system of intentional prequalification. This will be particularly important later in your business when you are more established and have less time to spare in what I call “practice” consultations. You will want to reserve your time and energy only for the most ideal of prospects so always be honing and improving upon your prequalifying systems.

This is another one of the places that having a very specific target market is going to make a dramatic difference in your success. When you know specifically the profession and the profile of the kind of client you want to work with, you can create much more extensive, compelling copy to attract them to you and move them through the process of becoming a client. And when you know who you ideal AND non ideal client is, it will be easier for you to recognize the red flags that start waving when you are dealing with a non ideal potential client so that you can head things off before you waste any time in consultation.

I have a couple of products that will help you tremendously in these areas.

I’ve explained the basic outline of consulting for retained clients, but there’s obviously much more to the entire process and a certain methodology to things that makes them effective. You need to know how to talk with prospects, how to set up your prequalifying systems, how to lead the conversation and what questions to ask that will best facilitate moving your ideal prospects to becoming monthly-paying retainer clients.

Breaking the Ice: Your Complete Step-by-Step System to Confidently Lead the Consultation Conversation and Convert Prospects to Retained Clients

Breaking the Ice: Your Complete, Step-by-Step System to Confidently Lead the Consultation Conversation and Convert Prospects to Retained Clients (GDE-03)

You also mention needing to establish policies and processes and I have a product for setting up a lean, mean, streamlined biz mo-chine that both enables you to take better care of clients AND gives you more time, freedom and flexibility for your own life. This guide gives you policies and processes and shares some standards to adopt for streamlining and simplifying your administration and operations:

Power Productivity & Biz Management for Administrative Consultants: The 14 Simple Systems that Will Breathe Freedom, Flexibility and LIFE Back into Your Business and Relationship with Clients

Power Productivity & Biz Management for Administrative Consultants: The 14 Simple Systems that Will Breathe Freedom, Flexibility and LIFE Back into Your Business and Relationship with Clients (GDE-41)

Dear Danielle: Can I Use Content from Your Site?

Dear Danielle:

The templates I purchased from your site have been, and continue to be, very helpful. I’m working on my website and I wonder what the policy is for using information from your site if credit is given with a link to your site. There is soooo much useful and helpful information and if I may use some of it (with appropriate credit) then I would be most grateful! —MB

I’m so happy you are finding everything so helpful to you, and I really appreciate you letting me know that!

I’m afraid, however, using our content (or anyone else’s, for that matter) is a BIG no-no.

(It’s also the quickest way to get on my bad side. 😉 )

The idea is not to copy other people. Whether you give them credit or not, simply taking content from someone else’s site to use on your own is copyright infringement.

Only the content owner gets to decide who may use what content, if any. Likewise, the content owner may not want her content used in a particular way or on a particular site.

You don’t want to be a copycat anyway. Nor do you want to get into legal hot water because you have used their content or made derivative use of it.

(“Derivative use” is a legal term that basically means plagiarism. It’s where someone takes someone else’s content and changes words or things around a bit to disguise the use. But that’s still copyright infringement and it’s illegal.)

If you want to educate the marketplace with our content, the only way I allow that is by placing a membership button on your website so that those who are interested can follow the link and read our content on our site.

(By the way, as a side note, we have things coded so that the link opens in a new window and doesn’t take your visitors away from your website).

Ultimately, it’s not your job to educate the marketplace about Administrative Consultants. The ACA site already does that.

You need to speak for your business. Your job is to educate your target market on how you do things and how you help them.

Plus, we don’t need an industry where everyone is all using the same words. Clients actually hate that and it frustrates them to no end.

You do nothing to differentiate yourself from the crowd and help them choose YOU by using someone else’s content and repeating the same tired, boring, ineffective industry script that everyone else in the industry is reciting chapter, line and verse.

And think about it… imagine what it would be like if I let everyone use our content.

If I gave one person permission, everyone else would expect to have favors and exceptions made for them as well. That doesn’t do anything to help Administrative Consultants be original and stand on their own two feet as business owners, and we’d have a sea of websites all saying the same thing (like there is already).

Giving people content and doing all their thinking and work for them is against everything I stand for. Without going through those exercises for themselves, they do not gain the important lessons and insights necessary to succeed on their own in business and marketing.

It’s sort of like this:  I’m not here to do the math (or the work) for you, which teaches you nothing. I’m here to give you the knowledge, know-how and tools so you can do the “math” for yourself and be unique.

Everything I do is about encouraging and helping people come up with their OWN content, in their OWN voice. I even have a product to help you do that:  Articulating Your Value: How to Craft Your Unique, Irresistible Marketing Message to Stand Out from the Crowd and Attract Well-Paying Clients Who Can’t Wait to Hire You (GDE-38).

You Do Not Have to Take the “Good with the Bad”

I want to emphasize this:

You never, ever, ever have to settle for anything less than ideal in your business or “take the good with the bad.”

It saddens me to no end that anyone would have that defeatist, hostage mentality.

You will never live your best life believing that.

Business IS personal.

So I want you to know that you never have to do business with anyone you do not personally care for or who doesn’t treat you right.

You’re not a Walmart. And even they have the right to refuse service to anyone they choose.

You always, always have the right to choose who you work with, no matter what you do.

Your business success depends on you working with your most ideal clients. To work with anyone else is folly and will have you circling the drain faster than you can blink an eye.

And there’s this, too:

Be in integrity for your life and your needs as well as those who come to you.

You can not serve anyone well or honorably that you do not have good feelings toward and it is unethical to take their money.

You May Only Share What Belongs to You

I need to bring up a somewhat uncomfortable topic and that is intellectual property.

It’s been brought to my attention that there are people sharing the contracts they’ve purchased from me and the ACA Success Store with others and that is a HUGE no-no.

Those products are my intellectual property. Your license to use them extends only to your business with your own clients.

Outside of that, you do not have any legal right to share them with colleagues, and you will get yourself into real legal hot water if you do.

If you come across posts on listservs and forums where people are asking others to share their contracts, you would be doing the members and the list/forum owner a favor by letting them know that the contracts they are sharing may be someone else’s intellectual property and they could be opening themselves up to legal liability by sharing them.

It’s not ethical and could cost them a pretty penny legally defending themselves. They can also potentially have their assets and bank accounts frozen by Court-ordered injunction if they are found to have misused someone else’s intellectual property in this manner.

It’s a very, very bad idea and list owners (if only out of self-preservation) should discourage those kind of conversations as they can be held liable as well. You do not want to be dragged into costly legal proceedings, especially if you are not the one doing the sharing, so it’s best not to promote or faciliate those conversations.

I know you’re trying to be helpful, but you can only be helpful with things that belong to you. My contracts and other products do not belong to you. They are strictly for your own personal use in your own business.

There is an alternative though, one that will allow you to be helpful AND earn you money at the same time.

Join my affiliate program so that you can refer others to the ACA Success Store and earn 25% commissions on every successful sale you’ve referred via your affiliate link.

Here are the details (super, super simple and easy): ACA Affiliate Program

Dear Danielle: Should My Client Say I Am Part of His Team?

Dear Danielle:

A client of mine has just asked me if I would agree to put my name and picture to be published in a paper magazine as a member of his team. He is a solopreneur and apparently he wants his company to be included in a directory of the industry to be published in the magazine. He doesn’t want to show he works alone (in fact, he doesn’t as I collaborate with him) so he wants my picture and contact info (which is the email address I use with his company’s domain) to be included. Do you see any issues if I accept his request? Thank you in advance, Danielle!Mirna Majraj, MB Asistencia Virtual

Hi Mirna 🙂

I know you’re in a different country, and I’m not sure what the laws are there, but in the U.S., Canada, Australia, Ireland and the U.K., and many of the European countries, the laws concerning the distinctions between employees and independent contractors (i.e., business owners) are all very similar.

And that is, essentially, no one is part of your business team unless they are an employee. If this is true in your country as well (you’ll want to consult with a lawyer to be clear), you want to avoid any appearance that you are one because there are legal consequences involved.

Here’s how I help people to understand this:  Are they going to include their attorney, their accountant, their designer and every other professional they are a client of in the listing as well? No? Then you shouldn’t be included either.

Your relationship with him is no different than the one he has with any other independent professional who is not an employee, but is a separate business.

If it doesn’t make sense to include them, it doesn’t make sense to include you in that manner either. It’s not the truth and it’s misrepresenting the correct nature of the relationship.

Here’s a blog post that talks a bit more about this (see the comments in particular): What You Need to Know About Subcontractors.

Some might be wondering what the big deal is.

Well, here’s the thing. Forget about legalities; it’s important and worth our while to maintain these boundaries because too often it becomes a “slippery slope” when we don’t.

Every time you allow clients to take liberties when it comes to your standards and boundaries, you’re chipping away at the integrity and foundation of the relationship.

These seemingly inconsequential concessions ultimately lead to detrimental effects in the relationship. Pretty soon, you’ve got a client who seems to think you’re his employee.

If you’re going to be successful and sustainable, for legal and practical reasons, you need to preserve those boundaries and not allow them to become muddied, blurred or misconstrued.

Plus, (and I’m sure he’s innocently not realizing this), it’s just dishonest to allow him to portray you like that.

There’s nothing to be ashamed of in being a solopreneur. In fact, you could be doing him a huge service by helping him see how he can promote that as a competitive advantage, that the fact that he IS a solopreneur who works with key strategic partners and experts allows him to be more agile, flexible and responsive in meeting his clients’ needs. (Suggest he even use that as a script if you want.)

There are an infinite number of ways it can be worded so that he can still include you, but with a more truthful, accurate depiction about who you are in relation to his business (i.e., his Administrative Consultant and one of his key independent experts).

Plus, I’m a firm believer that ideal clients, if they truly value you, are willing to help you as well. And it certainly doesn’t help you to dishonestly pretend that you are part of his “team.” If he thinks about it, he will probably see that he’s asking you to compromise your ethics. And it’s not polite to put you in that position.

That being the case, suggest to him that if he would like to include you in the article or listing, the best way he can help you and your business (and what you must insist upon since you are not an employee) is by including your full name, the name of your business, the link to your business website and/or your contact info.

You’ll be helping him stay in integrity (and maintaining your own) while giving him the opportunity to support your business at the same time.

PS: At the start of your relationship with any client, be sure there is discussion about the nature of the relationship so there is no misunderstanding moving forward. Also, inform clients how they should refer to you and introduce you to others:  as their Administrative Consultant or even simply Administrator. It’s not up to them what to call you and by informing them, you ensure they don’t come up on their own with something that you don’t prefer. The last thing you need is a client introducing you to others as his secretary or assistant.

Video: Billing by the Hour Is Killing Your Business and Here’s Why

Take a look at this quick, 3-minute video. It explains exactly why billing by the hour is keeping you broke.

Let me know what you think. Are you having any “aha!” moments? I’d love to hear your thoughts and questions so please do comment or email me privately. 🙂

Does This Hurt Our Relationship?

As you may know, I frequently have to deal with new people in our industry (as well as some who are not so new who damn well know better) who have stolen or plagiarized content from me.

It’s my policy to give folks one chance to make things right.

Beyond that, I hand it over to my intellectual property attorney.

If I am particularly offended by the thief’s attitude and lack of accountability, I let folks know about it here on my blog.

Recently, yet another newcomer had content on her site that belonged to me. Now, as I’ve said before, I don’t go out of my way to hunt for this stuff. But when it comes right under my nose, when they have the balls to steal from me and then register to belong to my community, that’s a personal affront.

She eventually made things right, explaining that her web designer is the one who wrote up her content and she had no idea he was taking verbiage from other colleagues’ sites. She “thought it was funny” when he emailed her to take a look once it was done. As she read the home page, she thought to herself, “Wow, this guy sure knows a lot about the industry.”

She hoped that this hadn’t hurt our professional relationship in any way.

I could shine her on and be all fake and phony and tell her, “Oh, of course not!” But that would be a lie.

Once you steal from someone or do them harm in some way, they are naturally going to be distrustful of you.

I mean, I don’t know you from Adam and this is my first experience with you?

If you didn’t demonstrate integrity and common sense in the first place, what reason do I have to think you will in the future?

And since we’re being honest here, “my web designer did it” is what they ALL say.

That excuse is only ever really the truth maybe 1% or 2% of the time. It’s not my problem to figure out which is the case.

Life is too short to waste your time on people who have broken trust, particularly when you have no prior relationship with them in the first place.

Why would I want to have a relationship with someone I felt guarded around and like I’d need to keep looking over my shoulder with them?

I wouldn’t. Not when there are millions of other people in the world to be friends with who don’t start our relationship out by stealing from me. You are the one responsible for creating my view of you as someone who is untrustworthy.

I do appreciate her efforts to mend the relationship. But she’s going to have to keep in mind that having made me wary of her, it might take awhile.

Who knows, it might not happen at all. I don’t feel any obligation to extend any extraordinary benefit of the doubt to people who start our relationship out like this. It’s just too much energy.

So the real answer to her question (and I write about this here because there are lots of people out there who need to hear this) is that yes, it very much affects your professional relationships when you steal from people or engage in any other unethical conduct.

Sure, people can and do make mistakes. But when you make a mistake, you still have to accept the consequences of your actions. And that might include the fact that you have cost yourself some opportunities and relationships.

To the 1-2% of folks where “my web designer did it” is actually the case, what you need to understand is that web designers are not copywriters (generally speaking). Whether they took the content or you did, you are still responsible for what’s on your website.

No one knows our industry like our own people so if you marvel at how much someone who isn’t in the admin support business knows about our industry, chances are they really don’t. They just took stuff from other people.

Write your own content. Or hire a real copywriter. Either way, anytime someone writes something for you, ask them very directly if they took content from any other sites. And if you find out that a web designer or anyone else writing on your behalf simply took or plagiarized someone else’s stuff, make sure you inform them loud and clear that that is copyright infringement, that it is unethical and illegal, and they have opened you (as well as themselves) up to legal liability.

And by the way, there isn’t one good reason you can’t come up with your own, unique content. In fact, I’ve written a very simple, comprehensive guide that walks you step-by-step through the process of crafting your very own unique and compelling marketing message. It’s called “Understanding Your Value.” Get that guide you’ll never have to “borrow” from anyone or use tired old industry rhetoric ever again.

Stealing Is Not Love

What does love mean to you?

How about in the global sense, toward people who aren’t your family or friends? Strangers even.

I mean, we probably don’t “love” people we don’t know in the same way we do our family,  friends and those closest to us.

But isn’t it safe to say that most of us wish our fellow human beings well? I think so.

If you spend any time on the internet, you really gain an overall sense of what I think is a predominant sentiment — that we are all here on this earth to help each other and do good.

Get to the core of anyone’s passionate purpose and my bet is you’ll see that as the root (well, most of the time maybe, lol).

Fame and fortune aren’t what make people truly happy.

They are often byproducts of finding one’s passion and purpose, but it’s doing something good and helping others where people find their true purpose and sense of accomplishment and fulfillment.

Would you agree?

This is how I see the world. That we are all here to help one another. It’s a form of love, if you like. It’s what makes the world go ‘round.

Those of us who have been in business awhile, who have actual expertise and success, often create products and training that we charge for. And rightly so.

There is nothing wrong with making money from the expertise and intellectual capital you have fairly and squarely earned and want to share. In fact, it sets a good business example for those who would like to become successful in their own businesses as well. Catering to the poverty mindset is not helpful to anyone whatsoever.

Unfortunately, there are many folks out there who aren’t experts, who have no background, who haven’t accomplished any level of success in their own business, who haven’t in any way, shape or form put in the time and sweat to earn and develop their own intellectual capital, and will stoop to stealing from those who have and offering their work as their own.

Stealing is not love, folks.

It’s not a form of flattery. It’s not a compliment.

It’s theft of the recognition and remuneration of the rightful owners.

Stealing breeds distrust and dishonesty. And we can’t tolerate that kind of thing in the world, much less our profession, if we expect to make it a better place.

Do You Want to Be Right or Rich?

You may have heard this little saying somewhere online, particularly in Internet marketing circles.

What this really translates to is, “Do you want to be truthful or rich?”

Because the implicit message is that you can’t be honest, really and truly authentic and tell the truth if you want to also be rich.

Frankly, I much prefer to be a truth-teller rather than someone who tells people just what they want to hear or manipulates them into paying attention.

I have absolutely zero interest in selling my soul for the sake of earning money.

But what I also find interesting is that it implies that being truthful and getting rich are mutually exclusive.

Really?

I don’t believe this for a minute. Do you?