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Copyright © Business Services Leeds Ltd 2017
HELP MORE PEOPLE AND GROW
YOUR SERVICE USING SFP
Presented by
Andrew Gibson
Copyright © Business Services Leeds Ltd 2017
TODAY’S OUTCOMES
At the end of this workshop…
 Consider the application of SF to
your own services
 Develop a strategy based on
helping more people
 Get your clients giving you
repeat business, internal and
external referrals.
Copyright © Business Services Leeds Ltd 2017
WHEN NETWORKING…
The question is always:
“So what do you
do?”
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So what do you do?”
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So what do you do?”
Feedback…
Copyright © Business Services Leeds Ltd 2017
FROM “DO” TO “HELP”
 We are all good at describing
what we do.
 Is that what people buy?
Copyright © Business Services Leeds Ltd 2017
DO PEOPLE BUY…
 Radiator balancing…
 Business coaching…
 Dispute resolution…
 House rewires…
Copyright © Business Services Leeds Ltd 2017
Copyright © Business Services Leeds Ltd 2017
THEY BUY…
A warm house
Sales growth
Removal of stress
Safety at home
Copyright © Business Services Leeds Ltd 2017
HOW DOES “WHAT YOU DO” HELP PEOPLE?
 We need to know
(how we help
people…)
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So how do you help?”
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So how do you help?”
Feedback…
Copyright © Business Services Leeds Ltd 2017
FROM “I DO” TO “I HELP”
 Ask the question,
“So what do you do?”
 Answer with,
“I help people…”
Copyright © Business Services Leeds Ltd 2017
FROM HELP TO WHO?
 You have worked out the
help you provide.
 Who needs that help?
Copyright © Business Services Leeds Ltd 2017
EVIDENCE
 Who have you already
helped?
 Use your evidence of
success.
 How did you make a
difference?
Copyright © Business Services Leeds Ltd 2017
STARTING SOMETHING NEW?
 Who has somebody else like
you already helped?
 Use their evidence to start a
conversation?
Copyright © Business Services Leeds Ltd 2017
WHEN NETWORKING…
 When someone asks you
“So what do you do?”
 Answer with,
“I help people like <…> with <…> ”
 Practice so you are ready with examples
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So what do you do?”
“I help people like… with …”
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
“So what do you do?”
“I help people like… with …”
Feedback…
Copyright © Business Services Leeds Ltd 2017
SO WHAT DO YOU DO?
I help families expecting a new baby
to create the space they need
I help (food) manufacturers to grow
profitable sales by typically 20%
I help middle-aged people to plan a
happy retirement
Copyright © Business Services Leeds Ltd 2017
AND THEN…
Your colleague will ask…
“So how do you
do that?”
Copyright © Business Services Leeds Ltd 2017
SO, WE HAVE…
 How we help
 Who we have helped
 Evidence of success
 How do we find people to help?
Copyright © Business Services Leeds Ltd 2017
RESEARCH FOR PEOPLE WITH SIMILAR NEEDS
 Who has similar needs?
 Find their details;
 Ask for an introduction or referral.
Copyright © Business Services Leeds Ltd 2017
TELL THE STORY
 When you are networking…
 Ask for the referrals where you have
measurable evidence
 Be ready to tell the story
 The story “resonates with others” and
“compels them” to find you the referral
Quote – Dr Ivan Misner,
Founder of BNI
Copyright © Business Services Leeds Ltd 2017
EXAMPLE
 “I am a plumber and I want to talk to Head
Teachers in Leeds”
Copyright © Business Services Leeds Ltd 2017
INTERESTED?
 I want to talk to Head Teachers in
Leeds as I can help improve
concentration in class?
Copyright © Business Services Leeds Ltd 2017
AND THEN…
Your colleague will ask…
“So how do you
do that?”
Copyright © Business Services Leeds Ltd 2017
REASON?
 My services will improve Educational
Attainment
 How?
 By ensuring an efficient heating
system, kids will concentrate better in
class.
Copyright © Business Services Leeds Ltd 2017
WHO ELSE?
 Who else benefits from this?
 Governors
 Teachers
 Parents
 Much easier to find these
 They can introduce you to the Headteacher
Copyright © Business Services Leeds Ltd 2017
UNLOCKING REFERRALS
 Now you know how you help…
 Two approaches
1. Evidence of Success
2. Evidence of Need
Copyright © Business Services Leeds Ltd 2017
LOOK FOR THE NEED
 We all look for signs for
ourselves so…
 Educate your network to look
for these observable signs –
and think of you.
Copyright © Business Services Leeds Ltd 2017
YOU SHOULD HAVE…
1. What you look for yourself
(an observable need) to
identify a client;
2. A measurable outcome
you have delivered
elsewhere;
3. The supporting story.
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
The needs you have met
Measurable Outcomes
Supporting story
Who else might have similar needs?
Copyright © Business Services Leeds Ltd 2017
BREAKOUT
Explore with each other
The needs you have met
Measurable Outcomes
Supporting story
Who else might have similar needs?
Feedback…
Copyright © Business Services Leeds Ltd 2017
REVIEW
We have worked out how you
help
We have evidence of
success/need
We know specifically who we
want to talk to
We can educate our network to
find them for us by talking about
help
Copyright © Business Services Leeds Ltd 2017
LET’S TAKE A BREAK…
10 minutes…
Copyright © Business Services Leeds Ltd 2017
REPEAT WORK AND REFERRALS FROM
REFERRAL PARTNERS AND CLIENTS
Copyright © Business Services Leeds Ltd 2017
TWO APPROACHES
Develop Regular Referral
Partners
Generate Repeat Work
and Referrals from clients
Copyright © Business Services Leeds Ltd 2017
FINDING REFERRAL PARTNERS
Can you take the help
approach and go up a
level in the chain?
How do you help
those who help your
direct prospect
clients?
Copyright © Business Services Leeds Ltd 2017
MULTIPLE REFERRALS
Think of your best
recent customer
Who else helps them?
Do they help others like
them?
Copyright © Business Services Leeds Ltd 2017
EXAMPLE
Accountants work with lots of
businesses
We want to talk to
Accountants so they can
introduce us
Ask yourself the following:
Copyright © Business Services Leeds Ltd 2017
REMEMBER – THE NEEDS
 What are the needs of the Accountant?
 How do you help them?
 If you help them, they could be Referral Partners
Copyright © Business Services Leeds Ltd 2017
REPEAT THE HELP PROCESS
Three simple things to look for:
 Save time
 Save money
 Make money
Copyright © Business Services Leeds Ltd 2017
REVIEW
Potential referral partners
help prospective clients.
Work out how you help
the referral partner.
Ask for referrals based
on how you help them.
Copyright © Business Services Leeds Ltd 2017
RESPONDING TO ENQUIRIES
Have you ever received one of the following:
1. “How much for…?”
2. “Could you please provide…?”
3. “Can you deliver…?”
…followed by a quantity of what you do?
Copyright © Business Services Leeds Ltd 2017
I HAVE SOME NEWS FOR YOU:
 The Customer is NOT always right
Copyright © Business Services Leeds Ltd 2017
CLIENT OFTEN PROPOSES THE SOLUTION
 Can I have a price for xyz?
 How do you know xyz is what
they want?
 The price should be the last
thing you discuss!
Copyright © Business Services Leeds Ltd 2017
FROM NEEDS TO OUTCOMES
 We need to establish how the customer wants
things to be after our intervention.
Copyright © Business Services Leeds Ltd 2017
SOME EXAMPLES
 Does the builder build the extension without
finding out what it is for?
Does the carpet layer supply the flooring
without establishing what room it is going
into?
Do we deliver training without finding out the
differences the client is looking for
afterwards?
Copyright © Business Services Leeds Ltd 2017
DEVELOPING THE ENQUIRY
Here are some questions you can
ask…which you will recognize from
SF!
Copyright © Business Services Leeds Ltd 2017
QUESTIONS…
 If we were to deliver <intervention>,
what would you notice was different at
the end of it?
 What else?
Copyright © Business Services Leeds Ltd 2017
QUESTIONS
 What will you/your team/etc notice is
different at the end of the project?
 What else?
 And so on for all stakeholders
Copyright © Business Services Leeds Ltd 2017
WHAT ARE WE DOING?
Developing a specification
 Goals and Outcomes
 Observable Differences at the end
 How we will deliver these
 How we will measure and evaluate
Copyright © Business Services Leeds Ltd 2017
SPECIFICATION DEVELOPMENT
If you know the client’s real needs,
you can then
 Deliver
 Refer
 Decline
Copyright © Business Services Leeds Ltd 2017
PROCESS
Three stage buying process
1. Does this meet my needs
2. Do they deliver with
Credibility
3. Can I afford it?
The actual price is not
important.
Copyright © Business Services Leeds Ltd 2017
NEEDS/CREDIBILITY
 While you explore their needs and the
options, you are developing your credibility.
Copyright © Business Services Leeds Ltd 2017
 SPECIFICATION
 Submit the specification
 Don’t include prices – yet
Copyright © Business Services Leeds Ltd 2017
IF PRICE IS ALL IMPORTANT?
 Don’t worry – and don’t send them a price without a
specification!
Copyright © Business Services Leeds Ltd 2017
AND IF THEY INSIST?
 No problem – tell me your budget and I will tell you
if I can work within that…
Copyright © Business Services Leeds Ltd 2017
FOLLOWING UP
 When you follow up it is to review the
specification.
 Client will take your call – no pressure to
commit to buy.
Copyright © Business Services Leeds Ltd 2017
SPECIFICATION AGREED?
 Once you have submitted and refined your project
specification, ask if it is what they are looking for.
 If the answer is “yes” then you can move onto price
Copyright © Business Services Leeds Ltd 2017
PROPOSE THE PRICE
 Your prices should deliver the project
specification
 If they can’t afford it, reduce the spec and
reduce the outcomes that will be delivered
Copyright © Business Services Leeds Ltd 2017
DELIVERY
 When you deliver, set up the measures that
relate to the Goals and Outcomes
 These should be in your specification
Copyright © Business Services Leeds Ltd 2017
DELIVERED
 At the end, you will have
delivered the difference that the
client wanted, for the budget they
could afford.
 The customer will be happy
 Repeat work and Referrals will
follow…
Copyright © Business Services Leeds Ltd 2017
AND AS A BONUS
You will have more great stories to
support referrals to similar customers.
Copyright © Business Services Leeds Ltd 2017
TOP 10 TIPS
1. Describe specifically “how you help”
2. Work out specifically “who you help”
3. Gather evidence and stories
4. Do your own research for similar clients
5. Think how you help those who help your clients
6. Share the stories with your network
7. When you are working on a live project, explore actual needs at the
start
8. Always work out specification and build credibility before price
9. Measure and deliver specification – more referrals, and more stories
10.Celebrate!
Copyright © Business Services Leeds Ltd 2017
THANK YOU

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SFiO Global chapter 2017-02-22

  • 1. Copyright © Business Services Leeds Ltd 2017 HELP MORE PEOPLE AND GROW YOUR SERVICE USING SFP Presented by Andrew Gibson
  • 2. Copyright © Business Services Leeds Ltd 2017 TODAY’S OUTCOMES At the end of this workshop…  Consider the application of SF to your own services  Develop a strategy based on helping more people  Get your clients giving you repeat business, internal and external referrals.
  • 3. Copyright © Business Services Leeds Ltd 2017 WHEN NETWORKING… The question is always: “So what do you do?”
  • 4. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So what do you do?”
  • 5. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So what do you do?” Feedback…
  • 6. Copyright © Business Services Leeds Ltd 2017 FROM “DO” TO “HELP”  We are all good at describing what we do.  Is that what people buy?
  • 7. Copyright © Business Services Leeds Ltd 2017 DO PEOPLE BUY…  Radiator balancing…  Business coaching…  Dispute resolution…  House rewires…
  • 8. Copyright © Business Services Leeds Ltd 2017
  • 9. Copyright © Business Services Leeds Ltd 2017 THEY BUY… A warm house Sales growth Removal of stress Safety at home
  • 10. Copyright © Business Services Leeds Ltd 2017 HOW DOES “WHAT YOU DO” HELP PEOPLE?  We need to know (how we help people…)
  • 11. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So how do you help?”
  • 12. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So how do you help?” Feedback…
  • 13. Copyright © Business Services Leeds Ltd 2017 FROM “I DO” TO “I HELP”  Ask the question, “So what do you do?”  Answer with, “I help people…”
  • 14. Copyright © Business Services Leeds Ltd 2017 FROM HELP TO WHO?  You have worked out the help you provide.  Who needs that help?
  • 15. Copyright © Business Services Leeds Ltd 2017 EVIDENCE  Who have you already helped?  Use your evidence of success.  How did you make a difference?
  • 16. Copyright © Business Services Leeds Ltd 2017 STARTING SOMETHING NEW?  Who has somebody else like you already helped?  Use their evidence to start a conversation?
  • 17. Copyright © Business Services Leeds Ltd 2017 WHEN NETWORKING…  When someone asks you “So what do you do?”  Answer with, “I help people like <…> with <…> ”  Practice so you are ready with examples
  • 18. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So what do you do?” “I help people like… with …”
  • 19. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other “So what do you do?” “I help people like… with …” Feedback…
  • 20. Copyright © Business Services Leeds Ltd 2017 SO WHAT DO YOU DO? I help families expecting a new baby to create the space they need I help (food) manufacturers to grow profitable sales by typically 20% I help middle-aged people to plan a happy retirement
  • 21. Copyright © Business Services Leeds Ltd 2017 AND THEN… Your colleague will ask… “So how do you do that?”
  • 22. Copyright © Business Services Leeds Ltd 2017 SO, WE HAVE…  How we help  Who we have helped  Evidence of success  How do we find people to help?
  • 23. Copyright © Business Services Leeds Ltd 2017 RESEARCH FOR PEOPLE WITH SIMILAR NEEDS  Who has similar needs?  Find their details;  Ask for an introduction or referral.
  • 24. Copyright © Business Services Leeds Ltd 2017 TELL THE STORY  When you are networking…  Ask for the referrals where you have measurable evidence  Be ready to tell the story  The story “resonates with others” and “compels them” to find you the referral Quote – Dr Ivan Misner, Founder of BNI
  • 25. Copyright © Business Services Leeds Ltd 2017 EXAMPLE  “I am a plumber and I want to talk to Head Teachers in Leeds”
  • 26. Copyright © Business Services Leeds Ltd 2017 INTERESTED?  I want to talk to Head Teachers in Leeds as I can help improve concentration in class?
  • 27. Copyright © Business Services Leeds Ltd 2017 AND THEN… Your colleague will ask… “So how do you do that?”
  • 28. Copyright © Business Services Leeds Ltd 2017 REASON?  My services will improve Educational Attainment  How?  By ensuring an efficient heating system, kids will concentrate better in class.
  • 29. Copyright © Business Services Leeds Ltd 2017 WHO ELSE?  Who else benefits from this?  Governors  Teachers  Parents  Much easier to find these  They can introduce you to the Headteacher
  • 30. Copyright © Business Services Leeds Ltd 2017 UNLOCKING REFERRALS  Now you know how you help…  Two approaches 1. Evidence of Success 2. Evidence of Need
  • 31. Copyright © Business Services Leeds Ltd 2017 LOOK FOR THE NEED  We all look for signs for ourselves so…  Educate your network to look for these observable signs – and think of you.
  • 32. Copyright © Business Services Leeds Ltd 2017 YOU SHOULD HAVE… 1. What you look for yourself (an observable need) to identify a client; 2. A measurable outcome you have delivered elsewhere; 3. The supporting story.
  • 33. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other The needs you have met Measurable Outcomes Supporting story Who else might have similar needs?
  • 34. Copyright © Business Services Leeds Ltd 2017 BREAKOUT Explore with each other The needs you have met Measurable Outcomes Supporting story Who else might have similar needs? Feedback…
  • 35. Copyright © Business Services Leeds Ltd 2017 REVIEW We have worked out how you help We have evidence of success/need We know specifically who we want to talk to We can educate our network to find them for us by talking about help
  • 36. Copyright © Business Services Leeds Ltd 2017 LET’S TAKE A BREAK… 10 minutes…
  • 37. Copyright © Business Services Leeds Ltd 2017 REPEAT WORK AND REFERRALS FROM REFERRAL PARTNERS AND CLIENTS
  • 38. Copyright © Business Services Leeds Ltd 2017 TWO APPROACHES Develop Regular Referral Partners Generate Repeat Work and Referrals from clients
  • 39. Copyright © Business Services Leeds Ltd 2017 FINDING REFERRAL PARTNERS Can you take the help approach and go up a level in the chain? How do you help those who help your direct prospect clients?
  • 40. Copyright © Business Services Leeds Ltd 2017 MULTIPLE REFERRALS Think of your best recent customer Who else helps them? Do they help others like them?
  • 41. Copyright © Business Services Leeds Ltd 2017 EXAMPLE Accountants work with lots of businesses We want to talk to Accountants so they can introduce us Ask yourself the following:
  • 42. Copyright © Business Services Leeds Ltd 2017 REMEMBER – THE NEEDS  What are the needs of the Accountant?  How do you help them?  If you help them, they could be Referral Partners
  • 43. Copyright © Business Services Leeds Ltd 2017 REPEAT THE HELP PROCESS Three simple things to look for:  Save time  Save money  Make money
  • 44. Copyright © Business Services Leeds Ltd 2017 REVIEW Potential referral partners help prospective clients. Work out how you help the referral partner. Ask for referrals based on how you help them.
  • 45. Copyright © Business Services Leeds Ltd 2017 RESPONDING TO ENQUIRIES Have you ever received one of the following: 1. “How much for…?” 2. “Could you please provide…?” 3. “Can you deliver…?” …followed by a quantity of what you do?
  • 46. Copyright © Business Services Leeds Ltd 2017 I HAVE SOME NEWS FOR YOU:  The Customer is NOT always right
  • 47. Copyright © Business Services Leeds Ltd 2017 CLIENT OFTEN PROPOSES THE SOLUTION  Can I have a price for xyz?  How do you know xyz is what they want?  The price should be the last thing you discuss!
  • 48. Copyright © Business Services Leeds Ltd 2017 FROM NEEDS TO OUTCOMES  We need to establish how the customer wants things to be after our intervention.
  • 49. Copyright © Business Services Leeds Ltd 2017 SOME EXAMPLES  Does the builder build the extension without finding out what it is for? Does the carpet layer supply the flooring without establishing what room it is going into? Do we deliver training without finding out the differences the client is looking for afterwards?
  • 50. Copyright © Business Services Leeds Ltd 2017 DEVELOPING THE ENQUIRY Here are some questions you can ask…which you will recognize from SF!
  • 51. Copyright © Business Services Leeds Ltd 2017 QUESTIONS…  If we were to deliver <intervention>, what would you notice was different at the end of it?  What else?
  • 52. Copyright © Business Services Leeds Ltd 2017 QUESTIONS  What will you/your team/etc notice is different at the end of the project?  What else?  And so on for all stakeholders
  • 53. Copyright © Business Services Leeds Ltd 2017 WHAT ARE WE DOING? Developing a specification  Goals and Outcomes  Observable Differences at the end  How we will deliver these  How we will measure and evaluate
  • 54. Copyright © Business Services Leeds Ltd 2017 SPECIFICATION DEVELOPMENT If you know the client’s real needs, you can then  Deliver  Refer  Decline
  • 55. Copyright © Business Services Leeds Ltd 2017 PROCESS Three stage buying process 1. Does this meet my needs 2. Do they deliver with Credibility 3. Can I afford it? The actual price is not important.
  • 56. Copyright © Business Services Leeds Ltd 2017 NEEDS/CREDIBILITY  While you explore their needs and the options, you are developing your credibility.
  • 57. Copyright © Business Services Leeds Ltd 2017  SPECIFICATION  Submit the specification  Don’t include prices – yet
  • 58. Copyright © Business Services Leeds Ltd 2017 IF PRICE IS ALL IMPORTANT?  Don’t worry – and don’t send them a price without a specification!
  • 59. Copyright © Business Services Leeds Ltd 2017 AND IF THEY INSIST?  No problem – tell me your budget and I will tell you if I can work within that…
  • 60. Copyright © Business Services Leeds Ltd 2017 FOLLOWING UP  When you follow up it is to review the specification.  Client will take your call – no pressure to commit to buy.
  • 61. Copyright © Business Services Leeds Ltd 2017 SPECIFICATION AGREED?  Once you have submitted and refined your project specification, ask if it is what they are looking for.  If the answer is “yes” then you can move onto price
  • 62. Copyright © Business Services Leeds Ltd 2017 PROPOSE THE PRICE  Your prices should deliver the project specification  If they can’t afford it, reduce the spec and reduce the outcomes that will be delivered
  • 63. Copyright © Business Services Leeds Ltd 2017 DELIVERY  When you deliver, set up the measures that relate to the Goals and Outcomes  These should be in your specification
  • 64. Copyright © Business Services Leeds Ltd 2017 DELIVERED  At the end, you will have delivered the difference that the client wanted, for the budget they could afford.  The customer will be happy  Repeat work and Referrals will follow…
  • 65. Copyright © Business Services Leeds Ltd 2017 AND AS A BONUS You will have more great stories to support referrals to similar customers.
  • 66. Copyright © Business Services Leeds Ltd 2017 TOP 10 TIPS 1. Describe specifically “how you help” 2. Work out specifically “who you help” 3. Gather evidence and stories 4. Do your own research for similar clients 5. Think how you help those who help your clients 6. Share the stories with your network 7. When you are working on a live project, explore actual needs at the start 8. Always work out specification and build credibility before price 9. Measure and deliver specification – more referrals, and more stories 10.Celebrate!
  • 67. Copyright © Business Services Leeds Ltd 2017 THANK YOU

Editor's Notes

  1. This is the most common networking question. We are asked it, and we ask it whenever we meet someone new.
  2. Bring back after five minutes
  3. Bring back after five minutes
  4. We are all experts in the things that we do, and we have people who are happy we have done this for them. Is “the thing that you did” necessarily what the customer actually wanted?
  5. For example…
  6. Ok, perhaps on occasion they will ask you for what you do, however the chances are that they were looking for something to be different after you had done your thing.
  7. Instead of radiator balancing, business coaching, dispute resolution, house rewiring
  8. Only some of our customers will make this connection and you may work in an area where this is obvious. For example, if your tap is dripping you will call a plumber. If you want to develop solid referrals for yourself and your business, the first place to start is to work out how “what you do” actually helps people. The question to ask is “after I have done <x> successfully for my client, what will be different for them?” If you have multiple products or services, pick one of the main ones for now and work with that.
  9. Bring back after five minutes
  10. Bring back after five minutes
  11. What I would like you to do now with your neighbour is to imagine you were networking. One of you ask, “So what do you do?” and the other try and frame their answer so it begins with “I help…”
  12. OK – so hopefully you have now started thinking about what you do in the context of “how you help”. This enables us to then think about “who needs that help?” and this comes back to the people you have already helped successfully as a starting point.
  13. Referring back to your earlier conversation with your neighbour, who have you worked with recently and how did you make a difference for them? What is the evidence of this?
  14. This can also work if you are looking to help people in a new area or with a new service. Who do you think would benefit from your help, and is there anyone else who has helped people like them in similar ways? If so, can you find the evidence of what worked elsewhere and use that to demonstrate your ability to help others?
  15. So, work the room with some planted examples – who would like to try?
  16. Bring back after five minutes
  17. Bring back after five minutes
  18. These are examples of help provided by a builder, a business coach, an IFA – and we can all develop these examples for ourselves just by thinking about how we help people and then practicing this as an answer when asked what we do…
  19. This gives you the chance to explain what you do, while the person you are talking to is thinking of people who they know who might be interested.
  20. So far, so good – now let’s move this on… How do we generate specific referrals from knowing how we have helped others?
  21. Once we have evidence of helping, we can work out who else is likely to have similar needs and then do our own research to find their contact information. We can then ask for them from our network. Now – don’t worry if you are still thinking that you help anyone because we have other techniques to cover later. However, if this is resonating with you…
  22. Be ready to tell a great story about how you have helped someone. This will help your colleagues when they find someone else who might benefit from your help and will be a factor in converting the opportunity into a referral for you. The author Ali Smith – we all live in Stories
  23. How many people here want to talk to Schools? And if you are a plumber, how do you go about it? Well, what do Headteachers want help with? Educational Attainment So how can a plumber make this approach?
  24. Would this be of interest to any Headteachers you know?
  25. Well, let’s imagine that our plumbing company had helped to maintain warm classrooms throughout the year and that there was evidence to show that cold classrooms had an adverse impact on kids’ ability to concentrate in class. Further evidence showed that this reduced their educational attainment as they were too cold to study. We have an innovative service that helps to maintain class temperatures at low cost, and if we do that we have evidence that this will improve educational attainment. Is the teacher going to be interested now?
  26. As the plumber, you will naturally know and accept that this is true and you will find evidence to demonstrate it. As a head teacher, you won’t have time to make this connection, even though you may be looking for ways to improve educational attainment in your school. If you can make this connection, and turn it into a story, people will tune into the needs of the school to improve educational attainment – and then think of you, the plumber, and the amazing story of how you can help with this.
  27. Oh, and in terms of opening up the potential referral pipeline, how many other people would be interested in the school achieving higher levels of attainment? And the more of them that hear your story, the more likely they are to talk to you about how you help.
  28. So, the evidence of successfully helping people will in turn help you to identify other similar people who might need your help. The key to establishing that they need your help now or in the near future is to work out the evidence that you would look for yourself, and then to educate your network to look our for this for you too. For example…
  29. In the course of your networking activities, try and share the stories of how you helped people and the things you looked for that helped you to work out that the client had that need. If you can do this, and then associate that need with your great story, people will see the need and think of you. Referrals will follow.
  30. So, see if you can think of the observable need that you are meeting, and a measurable outcome where you met that need for someone else. If you can combine these into a story to share with your networks, this will help people to spot opportunity for you and to think of you when they do.
  31. Bring back after five minutes
  32. Bring back after five minutes
  33. OK, so we have worked out the HELP process – and the more of this we do, the more referral opportunities we will find. Let’s take a break – back in five minutes please!
  34. OK, so we have covered ways in which you can find referrals and find referral partners. What happens when you actually receive a referral (or even an enquiry)? How do we ensure that more referrals or repeat work follows on from your clients and customers? Let’s work through that now…
  35. So, the first half of our workshop tonight has been about working out more detail about yourselves and how you help others, and then using this to unlock referral opportunity from your networking. How can we extend this to regular and repeat referrals? Let’s take a look at these two major opportunities and develop a strategy for each of them…
  36. We looked at helping your clients directly in the first half. Can we start looking at the other people who also help our clients and may be in touch with many of them? Is it possible for us to work out how we help them too?
  37. Let’s work this through. First, let’s think of a recent customer and think of the people that support them. Is it possible that the support network will have other clients that you would want to talk with? For example…
  38. How many people have stood in their group and asked to talk to accountants? Or have you ever heard someone do that in your group? Often the reason given is because we think we can help the clients of the accountant, but if we can, so can many others like us, so why would the accountant give us the time of day? We need to ask ourselves a simple “help” question…
  39. We need to think about how we help the potential referral partner. Some examples…
  40. So, when you are looking for referral partners, try to think of the ways in which you help them save time, save money or make money. Write some down now if you can think of any.
  41. You may not be able to do all of these for all prospective partners, however you can focus on the ones with the greatest likely benefit and then research these as specific referral requests backed up by great stories.
  42. General question to the audience – hopefully this will chime with most of them.
  43. Everyone happy? As Emile Chartier, French Existentialist Philosopher said, “Nothing is more dangerous than in idea when it is the only one you have” (“1001 Solution Focused Questions”, Bannink, 2006, p.11)
  44. Many times when the client has a need, they propose the solution that they think will meet that need. For example, asking “How much for a <xyz>?” presumes that <xyz> is the thing that will meet their needs. We have the expertise to establish whether <xyz> will meet their needs at the start of the process, and if we do then we can proceed with confidence to deliver the project. If we don’t take this step, we will deliver something that does not meet their needs. And do you think they will blame themselves for commissioning the wrong thing from us? Nope – so let’s look at how we can maximise this opportunity.
  45. Whenever a customer proposes their own solution, we need to sense check this. Many of us will have ways of doing this already. My own favourite is to ask a simple question: “If we were to deliver “a really successful intervention”, what would be different for you at the end of it?” This allows you to check that the differences that the customer is seeking will be met by the <xyz> that they have proposed. By doing this at the start, a successful choice of options for delivery is much more likely. This may not be necessary in every situation, and if you are pretty sure the client is right and that you can deliver their needs, you may wish to skip this next part. If you are looking at bigger works where you need to work a few things out, then this next part will be helpful for you.
  46. Of course we don’t. We all sense check this naturally on some occasions. The more of this sense checking we do, the more referral and repeat work will follow because the customer will achieve the differences that they are really looking for. If we do this thoroughly for each enquiry, more business will follow. So, let’s work this through…
  47. Here are a couple of ways you can develop the initial enquiry…
  48. Substitute your own product or service for “intervention” and then you can explore the outcomes with the client as if it had already been delivered.
  49. One way of extending this discussion is to find out the other people who have an interest in the outcome and explore their needs too.
  50. The key here is that we are developing a specification together which is based on the Goals, Outcomes and Observable Differences that will be realised at the end of our successful intervention. We can then work out the best way of delivering these. It could be the customer’s original <xyz> suggestion, but may be something else entirely. Wouldn’t it be better to establish that at the start? We can then put in place the measuring and evaluation (if needed) at the start of the project and make sure we are on-track as we deliver.
  51. By developing the specification at the start you also open options that will protect you. Most of the time you will be able to deliver, however if you work out at the start that this is not for you, you can refer to someone better suited, or if all else fails decline. It is better to avoid the situation where you are expected to deliver something unattainable than to work this out part way through.
  52. This development of a specification leads nicely into the three stage buying process which I know many of you will have worked through with me in 121s over the years. Whenever any of us makes a purchasing decision, we ask the following three questions: Does the product or service meet my needs? Does the brand or provider meet my needs with credibility? If the answer to these two questions is yes, the purchaser will then ask: 3. Can I afford it? Does anyone here have an Apple Laptop? Classic example of people buying because of point 2 even though cheaper options do very similar tasks for most people most of the time. It is never about the absolute price. When Unilever launched Magnum Ice Cream in January 1989, it was sold for £1.00 when the most expensive impulse ice cream product was the Mars Ice Cream which was 60p. For those who thought it was too expensive, it went on to become the most successful launch and then the largest impulse ice cream brand by value in history, and is still going strong 27 years later. We can be the same, reassuringly expensive provider in our marketplace if we follow the Needs/Credibility discussion at the start of the conversion process.
  53. Spend time on this if you can. The more you can explore the needs, the more time you have to establish your credibility. Even better if your network partner who has made the introduction has already developed your credibility by sharing a great story beforehand!
  54. Once you are both happy with the specification you can submit this to the client for their consideration.
  55. At this stage, have confidence to hold back on submitting the price. I always say I will be happy to share my price when we have agreed the specification, however until then I don’t know what I am quoting for and I wouldn’t want to mislead them.
  56. I really enjoy using this one. Clients and customers often want to know the price at the start of the process. If they have a budget to work to and are happy to share it, then you can build a specification to meet their budget. More likely, they will not share their budget, however you will have proved the futility of giving them a price at this stage in the discussions. By the way, this does not work well in the tendering arena as it reverses the common process of the client setting the budget for a piece of work at the start. However we do have a great new expert in our midst (Steve Jose – BNI High Flyers) who can help you with that if you need to tender for anything!
  57. The glorious thing about not offering the price is that you are much more likely to be able to discuss the specification with the client when you follow up. If you have put the price in, the client is expecting you to press for a yes/no decision when you call and so is less likely to discuss the specification with you until they are ready to make that decision.
  58. So, when you follow up, you want to know if the specification meets their needs. If they say yes, move onto stage 3 – and propose your price.
  59. You should be confident by now that your price will meet the needs of the customer, and they should be confident that their needs will be met by you. If they can’t afford your price, you can revisit the specification and reduce the outcomes at the start of the project. Much better than trying to negotiate during or at the end!
  60. If appropriate, you can also include the measures that you and they will put in place to make sure you are on track. This will ensure that the desired outcomes are delivered, as you will be able to make changes to keep on track even if the clients’ needs change as you progress the project.
  61. By putting extra work into the start of the process, and then measuring as you deliver, you will deliver a successful project where your client and you can be delighted with the outcomes. If the customer is happy, they will likely as not give you repeat work, and they will refer you to others that they know in their networks, telling them great stories about you as they do.
  62. And finally, you will also have credibility enhancing stories that you can tell in support of your campaign to find specific referrals to similar people who have needs that you can help with.
  63. So in summary…
  64. Finish