Archive for the ‘Living Your Best Life’ Category

Are You Feeling the Squeeze?

Are You Feeling the Squeeze?

A question people commonly ask in our business is “What hours do I need to be available for clients?”

They ask this question because they’re still thinking in assistant-mindset.

Here’s the thing:

You’re in business to provide a service. You have (or will have) several clients to take care of.

You simply cannot be instantly available to each and every client at the drop of a hat.

In fact, trying to do so will negatively affect your quality of work and client satisfaction.

You therefore need to understand that in business, when and how you and your clients work together is necessarily going to be very different from when you were an employee filling a position working for one employer.

This is the reason that “full-time” and “part-time” and what time zones you and your clients are in are completely irrelevant.

Instead of hours, what you need is a plan — a system — for managing your workload and requests.

This frees you from being chained to your desk 9-5 and having to be an “instant assistant.”

A system gives you the structure you need to handle everything in a timely manner without being rushed and squeezed and stressed.

It also gives clients a framework they can depend on without forcing you to be at their constant beck-and-call — which, by the way, is a business-killer because as your business grows into a viable income you can live on, that is not a promise you can sustain.

You NEED space to do great work for clients.

In the early years of my practice, I went through all these same growing pains.

I ended up with clients who thought I was their assistant (because, stupidly, that’s what I called myself back then).

Eventually, I had over 10 monthly retainer-paying clients — and I thought I was going to lose my mind.

That’s because those clients expected me to be at their immediate beck-and-call, just like an assistant.

I tried, heroically, to live up to those expectations, right up until the day that I realized how utterly miserable I was and what a mess my business had become.

Instead of doing good work, work that made a difference in my clients’ businesses, I was spending all my time in communications and jumping from fire to fire.

I didn’t have a business I loved, I didn’t have a business that supported my life. I had a business and clients who ran me.

That was not what I had envisioned for myself whatsoever.

That’s when it dawned on me that where I had failed was in not being in charge of my own business; by letting clients decide how things would work in my business (instead of the other way around).

I had let them make the rules by abdicating that authority in my own business.

I had not set any policies, practices or protocols in my business with any intention or forethought whatsoever.

I was under the misinformed delusion that that was what customer service was all about: jumping to attention the instant the client commanded.

I thought all I needed to do was give great service, which at that time to me meant: rush to respond quickly to everyone and get work done as fast as possible.

Oh, what a silly, naive girl I was!

Thank goodness I realized what utter nonsense that thinking was and came to my senses relatively quickly after “only” a few years of suffering.

Good service is so much more than that and involves a much bigger picture.

Many, MANY hard lessons were learned during that unhappy period.

Thankfully, my business survived (most are not so lucky), but not without shaking things up and completely overhauling how things work in it.

I had to get conscious and intentional about what I wanted from my business, how I wanted to work, who I wanted to work with, and what my values were around my work and serving clients (also known as standards).

This helped me then begin to set simple, but clear policies, procedures and protocols for operating my business and working with clients that supported those standards.

It was only then that I was able to begin creating the happier, more joyful, fulfilling business I had always wanted all along and that I enjoy today.

Now, I no longer have to work with so many clients (10 retainer clients was WAY too many, and I was WAY undercharging at that time as well).

I don’t have clients sweating me any longer because now I have a system for how work requests are managed and carried out that gives me the stress-free space I need to do the work well without being crowded.

The best thing is that I have far happier, more satisfied clients now than I ever did when I was trying to be that “instant assistant.”

And because they know exactly how things work upfront (all part of my system), working together is so much easier and more peaceful.

I also have the added benefit that I have a lot more ability to move things around to suit my life.

If something comes up and I decide I need an afternoon off or to take a day off in the middle of the week for something special, my system allows me to do that without my clients experiencing any hiccups.

I share this system I’ve developed in my own practice and have used happily and successfully for over 15 years now with all my clients in my guide: Power Productivity & Practice Management for Administrative Consultants.

If you are early on in your administrative support business, this is the perfect time to put a system like mine in place because it’s easier to on-board new clients in the ways you want than it is to retrain them after they’ve been spoiled by unsustainable practices.

However, even if you’re already established, but are feeling the squeeze and realize that something needs to change in your business, my guide shows you how to transition existing clients into new policies and procedures.

It’s never too late to improve your life and business. 😉

How to Come Back from Burnout

How to Come Back from Burnout

A recent article I came across on Lifehacker (What Causes Burnout and How to Avoid It) inspired some thoughts about burnout.

Burnout happens to everyone in our business, to varying degrees, at one time or another.

Some of it is the natural ebb and flow of things, and it’s good to be cognizant of that.

It’s also not necessarily a permanent state. There are some underlying causes for burnout that you have some measure of control over.

For example, burnout can happen if we don’t feel appreciated in our work, if we aren’t getting enough positive (or any) feedback from clients, if we’re being treated like a peon rather than a respected administrative partner:

Burnout can also happen when we over-complicate our business. What are some of the things you can examine there?

  • Can your systems and processes be simplified?
  • Are you making exceptions to your normal processes for certain clients? (Maybe it’s time to stop doing that.)
  • Are you billing by the hour and tracking time for clients and submitting time reports to them? Maybe it’s time to stop doing that as well.  (That was a rhetorical question. Yes, it’s HIGH time everyone stops doing that!).
  • Are you charging different rates for different clients? How about deciding what and how you charge and applying it to ALL of your clients?

Every exception you make, every standard you step over, every policy you bend, is making your business (and life) more difficult. More ease goes a long way in curing burnout.

Maybe you aren’t charging enough and constantly being broke is bringing you down. Well, things are never going to change until you do something different.

What could you differently there? RAISE YOUR FEES, SISTAH!

The alternative is to stay broke and unhappy in your business, which I’m going to guess is not what you went to the trouble of starting it for, now is it?

  • If you’ve never done any kind of proper business planning around fees, be sure to download our free ACA Income & Pricing Calculator. This is going to help you get clear and conscious about the economics of business and what you really need to be charging for a profitable, sustainable business that will earn what you need to thrive.
  • Get off the hourly-billing merry-go-round — because it’s killing your business. Watch this video to learn why.
  • Learn how to implement value-based pricing instead in your administrative support business. This will teach you a whole other simpler, yet more profitable, way to run your business and offer your support.

Have you experienced a bit of burnout at any time in your business? What did you feel was the root cause of the burnout? Were you able to overcome it and get inspired again? What helped you?

Keep On Keeping On (Video)

 

Several weeks ago I got to participate in a collaborative music video produced by a super talented couple I befriended when they used to play at a favorite restaurant in my area.

They’re in Texas now, kicking ass and making their musical career dreams come true! I love watching their journey, and this video is just all kinds of amazing.

It’s a shining, gorgeous example of what America’s REAL values are and how each of us, in our own unique and humble way, plays a part in standing for truth, love and kindness for all!

I absolutely ADORE what they’ve created! What will YOU keep on doing?

(Please share far and wide!)

It’s Not Enough to Love What You Do to Do Great Work

It's Not Enough to Love What You Do to Do Great Work

This is unquestionably sage advice.

If you don’t love what you do, you aren’t going to do great work.

And you’re going to hate doing it.

You can’t do right by your clients or live your best life that way.

But there are two important important ideas missing here:

  1. You can’t take great care of others unless you first take great care of yourself.
  2. You can’t do great work if you don’t set the standards and create the environment that allow you to do that.

Without setting the foundations for these things, it’s inevitable that you will come to dread your work.

In taking care of yourself first, that means pricing profitably, making sure you are charging enough so that you are earning comfortably and your business is sustainable.

You can’t take great care of your clients if you are stressed out about money or constantly preoccupied with needing to make more (because you haven’t priced properly in the first place).

Pricing profitably allows you to do your best work for clients and give them your best attention.

You also need to set the stage to do great work.

That means setting standards and having boundaries, and establishing policies, procedures and protocols that create the conditions to support these things.

What level of quality is important to you as well as your clients?

Breakneck speed is not a sustainable pace. You’ll need to set expectations around turn-around times that give you plenty of breathing room.

What do you need from clients to feel valued and appreciated?

Are those the kind of clients you are choosing to work with?

Are you loving what you do right now? Are you loving the way you are doing it?

What do you want to leave behind in 2016? What do you want more of this year? What do you want do differently moving forward?

Dear Danielle: What Are Your Thoughts About this Deadbeat Client?

Dear Danielle:

I recently experienced every startup business owner’s nightmare. One of my clients (a fast talker) was extremely upset because I had to resort to threats of involving my business attorney. It is absolutely outlined and spelled out in all of my contracts. He went off on me, tried to avoid payment, but I did not back down. He refused and did not pay the late fees that are also outlined in my contract as well, then had the audacity to tell me, “I’ve been in business for 35 years and never seen such aggressive payment policies.” I reminded him how I bent all my rules for him from the start in order to accommodate his needs, drastically lowered my pay, and okayed him to pay upon invoice vs. upfront for projects. After he found that I was not going to back down and accept the loss, the funds miraculously appeared in my account. However, he did not pay the late fees he had incurred. He is someone I will always run into as we are associated with the same Chamber. Not only did he insult me countless times, but he left some very rude messages. I stayed calm the entire time and continually reminded him of the contract we had gone over together and signed, and how with any business, his included, no one will render services without payment. My attorney advised me to take the loss for the fees because he eventually paid and to let it go, especially considering how low the amount was from start. Needless to say, after a long disturbing message from client, he says, “We will no longer do business. Don’t call us anymore.” I laughed thinking, he can’t be serious? Surely, he couldn’t have thought there would be any more services after that. Ultimately, I thought about it; he knew I had just begun. What he didn’t know is that I have many years of experience behind me. Just because a business is up and coming, that doesn’t mean you’re illiterate as to how business should flow. I am now considering that he may taint my good name with lies to cover what he has done. What are your thoughts? —Chaunte’

I’m guessing while you are justifiably upset, you may also be feeling a bit beat up and second-guessing yourself, wondering if you were out-of-line in any way.

I don’t know the backstory here so I’m not entirely sure what happened, but if you did work he engaged you to do, you are certainly entitled to be paid.

That said, I call these first clients (the ones we take on when we’re new and not entirely sure what we’re doing just yet) “practice” clients.

We learn a lot from these initial clients, particularly what we don’t want in our businesses, who we want to avoid working with in the future (i.e., un-ideal clients), and what red flags to look for and be conscious of going forward.

We also have to cut ourselves a little slack when we’re new, forgive our missteps and possible clumsiness.

The good news is that we can learn from these experiences, gain clarity about how to do things differently next time, tweak and adjust our processes and infrastructure accordingly, and improve our finesse.

Since you asked for thoughts, I’ll share a few in no particular order in the hope that you find some useful ideas…

  1. The first thing I keyed in on was your characterization of this client as being “a fast talker.” This seems like the first red flag to appear that you recognized, and yet you took him on anyway. It would be worthwhile to do a bit of soul-searching and ask yourself why? If it was clear to you that this client was a bit of a “Slick Willy,” what made you ignore that red flag and not trust your first instincts? Will you ignore your intuition the next time this kind of client approaches you? Is this the kind of client you really want to be working with? If not, what will you do differently next time?
  2. The other related thing that stood out was your mention of how you bent over backwards for this client, gave him discounts and breaks you normally wouldn’t, and stepped over your own policies and self-interests. Why? Because no good ever comes from this; all it does is teach clients how to treat us poorly and take us for granted. So it would be good to ponder and examine what might be going on here. What I see that often happens is when we are new (and I had a very similar problem when I was new in business myself), and we don’t yet have a firm frame of reference of our value, we tend to overcompensate. We don’t think what we offer is enough; we think we need to “prove” ourselves. In fact, this is the worst thing we can indulge in when we’re new because the worst kind of clients smell that neediness and desperation like blood in the water. A lot of this clears up as we gain experience in business and working with clients. But often a person can go out of business before they can gain the insights, professional self-esteem and confidence to overcome these debilitating tendencies. This is why I always tell people that they can’t afford to work with crappy clients, not for any amount of money — they’re business killers. They can destroy a person’s morale and confidence in the blink of an eye.
  3. This does not sound like a joyful experience whatsoever. If you have clients you have to threaten with attorneys and legal action, there is something very wrong. Sure, you might be in the right, but do you really want a life and business working with people who are not honorable, that you can’t trust, who disrespect you with nonpayment? I’m guessing not. So, one important step to avoid this in your business moving forward is to start two lists: one for all the traits and characteristics of your ideal client and one for all the traits and characteristics of your UN-ideal client. Continue to add to these lists with every new client experience throughout the life of your business. It will be a constant work in progress; the point is that it is one of the very best exercises in getting clear about who you do and don’t want as clients so that you heed red flags and trust your gut in the future. As you consult with new clients, keep those lists handy. They’ll remind you whenever you’re tempted to step over your own standards about who you do and don’t want to work with (and more importantly, why).
  4. Yes, it’s good to have proper contracts with legal language that spells out what the recourse and late fees will be if a client doesn’t pay. At the same time, this should always be a very last resort for the very worst case scenarios. The best course is to avoid working with crappy clients in the first place. The better, more productive, focus is not to underscore every legal point to hammer clients over the head with them, but to improve the ways in which you get clients and how they are educated all along the way. This is why we have a website and steer clients there first so it can pre-educate them and set the proper context. It’s why we have a specific consultation process to further instill proper mindsets and education, as well as determine fit, before we take on clients. It’s why we need to get clear about the business we intend to be in (e.g., do you want to be in the project business where everything is a transaction, or in the business of ongoing administrative support where there is a more personal relationship and where you can charge an upfront retainer?). It’s why we are discerning about the clients we take on and go through specific, intentional steps in onboarding new clients (e.g., having a Client Guide and conducting a new client orientation with new administrative support clients). It’s why we get clear about our own standards, values and goals and what is important to us in our businesses — so that we can establish the policies, procedures and protocols that support them.
  5. I agree with your attorney. Even though you may be entitled to them, forget about the late fees. It sounds like you got the principle amount. This client is not worth allowing him to suck any more of your precious attention. To continue to let it take up space in your mind is giving energy to the wrong thing, to your detriment. For your own sake, forget about this client and move on.
  6. Deadbeat clients can happen to the best of us, particularly when we’re new. At the same time, clients often don’t pay because they aren’t happy with something. Did he give any reasons for why he wasn’t paying? Did you ask him? A lot of times some honest dialogue and meaningful probing can unearth what the real problem is. Barring a client just being a jerk and thinking he can take advantage (which it sounds like this client was), it’s very useful to us to forget about being in the right and make a sincere attempt to see things from the other person’s perspective when an issue crops up (which it can even in the best client relationships). The insight and feedback we can gain is like gold to our businesses — as long as we make good use of it.  So don’t shy away from direct, honest, respectful dialogue with clients. Don’t be afraid to ask — and hear — what could I do differently? What would make this better for you? You can use it to figure out where your blindspots might be and improve your systems and processes (for them and for you).
  7. One way to avoid deadbeat or otherwise un-ideal clients is to have a website. I noticed you don’t have one yet. While I get that people often want to take on clients before they have a website in place to start making money right away (and there is no shortage of morons out there telling people they don’t need a website to start their business), I would argue that this is a mistake. It is not to your benefit in any way for you to be doing business without a website. In so many ways, your website IS the business. Your website isn’t just a way to market what you have to offer. Its other value to you is that it provides a tool with which you can properly educate clients and set and manage their expectations and mindsets before you ever start working together. This is what will get you more consults with more (and better) clients.  To take on clients without the benefit of a website where you can send them to get informed about how things work in your business, what business you are actually in, who you are looking to work with (and who you’re not), etc., is like charging into battle without a gun. Your website can help you prequalify and attract more of your ideal clients, educate them in the way you need them to be so they enter the relationship with the right expectations and mindsets and understandings (and respect!), and weed out those who are not a good fit for you so your time is not wasted.
  8. It’s important to note that this was a project client, not a retained client where you were providing an ongoing relationship of administrative support. These are two completely different business models. It’s worth getting clear and intentional about which kind of business you want to have because the kind of clients you get, the way you work together, how you get them, how you make your money, and the processes you go through with each are very, very different from each other.
  9. Another way to get more intentional about the business you consciously choose to be in and the kind of clients you want to work with is to choose a target market. A target market is simply a field/industry/profession that you cater your administrative support to (like attorneys or financial advisors or coaches or speakers, etc., etc.). The benefit is that when you know specifically who you’re focusing on, you can get clear (more quickly and easily) about how to craft your solutions, how to market them, and where to find and get clients more quickly and easily. When you have a target market, you don’t have to take on projects with any ol’ client for not enough money. It helps you get more of your ideal clients and provide more ideal solutions designed specifically for them (which allows you to command higher fees).
  10. We always get a do-over. Each and every day is a new chance to learn, improve, do differently and grow.

***

What about you? Have you ever found yourself in a similar situation? How did you resolve it and what did you change moving forward?Save

Merry Christmas and Happy Holidays to You and Yours!

Merry Christmas and Happy Holidays to You and Yours

This is my beach community’s Christmas tree. Isn’t she lovely?

If we don’t get a chance to speak again before Christmas, may merriness, wonder, good health and blessings be yours this holiday season and the new year.

Let’s make it great!

(Photo used by personal permisson of © Laddy Kite.)

How to Manage Last-Minute Work Requests at the End of the Month

In view of recent inquiries from colleagues, today I’d like to point you to one of my classic posts that relates to setting and managing client expectations through the policies and procedures you institute in your practice, and working with clients in a way that honors your standards and boundaries around self-care, effective business management, and quality of work and client-care.

Dear Danielle: How Can I Handle Last Minute Work Requests at the End of the Month?

I’m Not Anyone’s Sidekick (and Neither Are You)

I'm No Sidekick (and Neither Are You)

Words have power. They’ve been used for centuries to subjugate others and keep them in their place.

Words have kept people thinking small about themselves. With the flick of a switch, they’ve also helped them reshape their perceptions and step into their own power and sovereignty.

It’s why the feminist movement insisted on changing accepted language — they recognized that being called “girls” was a micro-aggression meant to infantilize women.

So, of course, I snorted in derision when I first heard the word “sidekick” being tossed around to describe those in the administrative support business.

I feel about anyone referencing me as a “sidekick” in relation to clients the same way this woman feels being referred to as Macklemore’s “sidekick.”

It’s fundamentally insulting as a full-grown, professional woman and business owner. It’s a condescending verbal pat on the head, a throwback to employment mentality that has no place in business in this day and age.

I’m as disdainful of the word “sidekick” in business as I am “assistant.”

That’s because using subservient words and terms of employment (such as “assistant”) to identify yourself keeps you in a subservient mindset, consciously and unconsciously.

It also causes clients to view you not so much as their valued and respected administrative expert and adviser, but as their minion and order-taker.

Would you call your doctor or attorney or accountant or designer your sidekick?

Do you think that would be a respectful way to identify and address them?

How do you think that would go over with them if you did?

Why then would you feel the need to call yourself an assistant or sidekick?

It’s a form of self-talk. What you call yourself has a way of seeping into your psyche. With a more respectful, business-appropriate term, you can raise yourself up to better lead your business and more positively affect how your prospects and clients approach the relationship with you.

If you think it doesn’t matter what you call yourself either way, then why not adopt a more respectful term that will lead to more respectful exchanges with clients and prospects?

If you are really working with clients who value you as much as you say they do, they will happily support you as you raise your standards around the business terminology you use.

And your new clients won’t know the difference because they’ll refer to you in whatever way you inform them to.

I don’t need to be Robin to serve my clients well and deliver my expertise to them. We can both be Batman in our respective businesses who value and respect each other as equals.

***

What thoughts, feelings or questions does this bring up for you? Does it spur any soul-searching? Can you think of a way in which calling yourself an assistant kept you thinking small in your business? Have you already embraced the idea that you are a business owner, not an assistant, with a valuable expertise to offer?

It’s Not All About the Money

It's Not All About the Money

Saw a headline the other day: Rihanna is NOT happy with people playing Pokemon Go during her concerts.

Some might say, They paid their money. Why should she care whether people are paying attention or not? She’s raking in the dough either way.

Because it’s the same for any of us who give of ourselves to people and care about our craft and what we deliver, whatever our business may be:

It’s not all about the money.

We care about our work, about connecting and helping.

We’re not mindless robots or vending machines. Each of us is a feeling person playing our heart out for clients.

We want to be valued and treated with human dignity and respect and shown some courtesy and appreciation, regardless of the money.

No amount of money is worth playing for an unappreciative audience.

We all deserve to be paid and have clients who always remember that there is a person on the other side of the computer.

(And every client would be smart to avoid the person who is just going through the motions for the money.)

Dear Danielle: What Is the Best Approach to Physically Obtain Quality Clients?

Dear Danielle: What Is the Best Approach to Physically Obtain Quality Clients?

Dear Danielle:

I am very new to the Administrative Consulting business although I have almost 20 years of experience supporting senior-level executives. I agree with you that we are so much more than “virtual assistants” and I would like to attract customers who understand that and value what we bring to the table, if you will. Therefore, my question to you is now that I’ve created a website and all other social media accounts, what is the best approach to physically obtain quality clients? Eventually, I may narrow my target but for now, my target is Small Business Owners. Thank you. —ND

Hi, ND. Welcome and thanks for reaching out. 🙂

Sounds like you’ve got the perfect background and a solid body of experience to offer clients. Wonderful!

Of course, there’s much more to business than simply knowing how to support clients and do the work, as you realize.

Learning how to run, manage and market a business and get actual clients (much less good ones) is a whole other skillset and area of education in and of itself.

This is why your question is more of a training one, rather than something that can be answered in a simple blog post.

It requires a more in-depth, systematic process of learning to understand the components, dynamics, and psychology involved.

To get that kind of knowledge and learning, I will refer you to my step-by-step self-paced training guide I created specifically for that purpose: How to Build a Website that WORKS!

This guide is centered around your website because your website IS the critical link in connecting your marketing and networking to actually getting clients, and not just any clients, but the kind of clients you want to reach: quality clients who understand your value.

This involves pre-educating your site visitors so they are in the right mindset, setting the right expectations, and prequalifying clients to help ensure you are productively spending your time in consultation with your most ideal and likely client candidates.

In the process of going through the steps and exercises, my guide also gives you a crash-course in inbound marketing because the two go hand-in-hand. You can’t set up an effective website and conversion system that gets results unless you understand all the components and mechanics involved.

Another thing I show you how to do in my guide is how to articulate your value and write your marketing message (and I have a clever system that helps you do that, no writing talent required; couldn’t be easier).

This is where having a target market is absolutely vital.

If there are any “secrets” in business and getting clients (and there aren’t), this is it.

And that’s because it’s not so much a “secret” as it is an area of misunderstanding and resistance for so many people.

You mention that right now your target is “small business owners.” But that isn’t a target at all, you see.

“Small business owners” is merely a demographic, and a very vague, general one at that which isn’t going to be helpful to you in any meaningful way whatsoever in creating a compelling marketing message and getting those ideal clients who value what you do.

It’s like saying “people” are your target market. That’s literally anyone and everyone in the world — which is the opposite of a target market (which by definition is a specific market).

A target market is simply an industry/field/profession that you cater your administrative support to. That’s it. However, it’s a vitally important component in getting those quality, ideal clients who understand your value that you wish for.

And this is where people struggle because they resist the idea that they actually expand their attractiveness and opportunities if they narrow their focus to one specific group.

Because here’s the thing: you can’t articulate your value in any truly meaningful, compelling way until you know who it is you are providing that value to. And that requires you to decide what industry/field/profession that will be.

Because it’s all relative.

Your value — what you provide, the solutions you offer, how you deliver those solutions and the results you create — all depends on who your audience (i.e., target market) is: who they are, what their commons interests, needs, challenges and goals are, what work they do in their profession, how their businesses are run, who their clients are, how they get those clients, and so much more.

You have to decide who it is you specifically intend to help in order to identify, understand and articulate your value in a way that speaks to these things as it relates to them. Otherwise, all you’ll ever accomplish (by trying to create a message for anyone and everyone) is being generic and forgettable.

To stand out, to create real meaning, to get focus and direction for your message and your marketing, you need specificity.

That specificity (i.e., deciding on a target market to cater your administrative support to) is what is not only going to get you more ideal clients who value what you do, it’s also going to make your business and marketing easier, you’ll have an easier time charging higher fees and making more money, and you’ll be able to get more clients more quickly and easily.

If you haven’t yet, be sure to download my free guide on How to Choose Your Target Market.

Start there, decide on a target market and then get my marketing/website guide, and you’ll be well on your way to getting those ideal, quality clients who absolutely understand how valuable you can be to them.