Posts Tagged ‘Referrals’

Managing Relationships

Friday, July 8th, 2011

Making referrals and introductions can be risky, even when you know all the parties well. Yesterday I got one of those phone calls you just dread.

“Hey, Juli. Can you give me your perspective on a mutual contact.”

Uh oh. That was code for “One of your referrals didn’t go the way I expected. What now?”

All turned out well in the end, but it was an interesting conversation. In this case, the referral was potentially a good contact but required a bit of maintenance. Should I have been up-front with that when I made the introduction? Hard to say. Remember that you are referring people, and people are unpredictable. This person doesn’t always require careful handling, and I could have sent the wrong impression if I’d given a warning up front.

What to do? Follow your instincts. Stay in touch with all parties to see how things are going. And be willing to take that phone call and intervene if needed.

When you receive a referral or introduction, always remember that you are referring a person. Not just a product or service. People have good days and bad days. Keep that in mind when things don’t got quite as you expected.

And never, ever be afraid to pick up the phone to try to work things out. Talking can ease a lot of ills!

How To Refer 1 to 1 Discovery

Friday, June 24th, 2011

My friend Thom Singer recently published an absolutely brilliant post on how to refer him. I’m going to shamelessly copy the idea. I hope you don’t mind, Thom. Oh, and read his post too. He and I are both in the “networking” business, but we are looking for slightly different things, so I won’t be offended if you refer him.

So who are my ideal clients?

I’m looking for small business owners and sales people who want to build referral business relationships, either face to face or online. Ideally, I would work with people who want to do both. Financial services and multi-level marketers are particularly good clients. I’ve worked with lots of them. I know their specific challenges, and they’ve seen good results in their income level by working with me.

For pure social media work, restaurants are very good. My husband writes restaurant point of sales software, so I know the industry from dinner time conversation, and the last restaurant I worked with has seen a significant increase in private events through Twitter.

How do you recognize a good referral for me?

Listen for the following:

* I’m tired of cold calling. There must be something better.
* I know I need to network, but I’m afraid I’ll waste my time by going to the wrong events
* I’m not sure how to talk about my business so people will understand what I do and how to refer me.
* I meet a lot of people, but my meetings aren’t turning into referrals
* I think I need to learn this social media thing, but I don’t want to waste my time.

Or the myriad variations thereof.

So you’ve found a potential referral for me. Now what?

If you have been a client of mine, talk about how I helped you. Then ask if the person would like an introduction. Email introductions are fantastic. I promise I will follow up within 24 hours, so don’t worry about me sitting on a referral.

If you aren’t a client but know me through networking, talk about your impressions of me. Send the person to my website or blog to see what I’m like and my philosophy. Of course, ask if the person would like an introduction.

Sound easy enough? Does that give you what you think you’d need? If not, let me know in the comments, and I’ll make sure to add it.

Be Specific To Get What You Want

Wednesday, June 22nd, 2011

I was at a networking event a couple of nights ago, and I ran into a contact I hadn’t seen in a while. We chatted and caught up and then agreed it was time to work the room. As we were departing, she said, “If you run into anyone you think I should meet, let me know, and I’ll do the same for you.”

It was a kind offer, and she meant it. We could have gone our separate ways then, but what would we have missed if we had?

You’ve got it. Neither of us knew who the other was targeting. So how could we have known who would be a good contact for the other?

I asked her who she most wanted to meet, and she gave me a short list, which immediately generated an event she needed to attend. We’re meeting there today, and I’m certain I’ll be able to make some introductions for her.

See what happens when you remember to be specific and ask for what you want?

Who To Refer?

Wednesday, February 16th, 2011

I recently heard something very disappointing at a networking event.

Three of us were talking. For ease of writing this, we’ll call the other two people Jim and Jane. Jim expressed a real need for a service. I knew Jane had a good relationship with someone (Bob) who offered that service and I turned to her and said, “I’m sure you’ve already referred Bob to Jim.”

People, this should have been a no-brainer, and I was so certain Bob had been referred that I almost didn’t say anything. Good thing I did. Because Jane said, “Oh, Bob isn’t in my networking group anymore.”

Don’t worry. Bob did get the referral, but I kind of felt like I was guilting Jane into it.

So what’s up with this? If someone provides a good service does it matter if you’re not in the same networking group anymore? Remember that networking is about building relationships. Relationships last (or should) no matter what group you belong to.

The situation would have been different if Jane had said, “No, I didn’t refer Bob because someone new in that position has joined my group, and I referred her instead.” That would have been fine. At least someone would have been referred.

But to hear about a need, know someone who can fulfill it and say nothing? That’s counter to every principle of good networking.

This must be a common problem because I’ve had so many people tell me, “When I left that group, I never heard from any of the members again.” Regular networking meetings are a way to stay in touch. They aren’t the only way.

You want people to remember and refer you, no matter what group they are in, right? Then stay in touch with everyone in your network, no matter what groups you do or do not share.

How Easy Are You To Contact?

Wednesday, December 22nd, 2010

I had a prospect call me the other day. She found me on LinkedIn, and she was interested in social media coaching.

As we talked, she said the reason she contacted me was because she could. On my website, my phone number and email address are clearly listed.

She said the other people she searched only had ways to contact via InMail, and she didn’t want to bother with that. She closed by saying, “Because you were easy to contact, I knew you knew what you were doing.”

That’s very good feedback.

If you haven’t done so, I suggest you take a moment and look at all your social media channels. Pretend you are a prospect trying to contact you. How easy are you to communicate with?

If you can find you easily, others can. If not, I’d suggest some changes. It does you no good to have great content and an engaged audience if they can’t contact you when they are ready to buy from you.

Happy Holidays! I hope you are spending time with family and getting some rest to make 2011 your best year yet.

BNI Isn’t Networking

Wednesday, December 8th, 2010

I’m expecting some flack on this post, and I’m ready. Bring it on!

Before I start, let me say that I was a member of BNI for 5 years, and I still recommend people join chapters. It’s a great way for some people to grow their business.

For those of you who don’t know what BNI is, quickly, it’s an international organization of chapters of business people who meet weekly with the goal of referring business to each other. Follow the link above if you want more information.

But it doesn’t really teach networking.

What it is VERY good at is teaching how to do business by referral, which is a part of networking, but there’s more to networking than referrals, and some of what you learn in BNI can actually hurt someone who is new at networking.

What, you may ask?

1. BNI encourages closed-group referrals

BNI chapters are made up of individuals, with one person per profession. Members are strongly encouraged to refer the members of their chapter. So, if one of your clients is looking to buy a house, you are supposed to refer the real estate agent in your chapter.

Why is this a problem? Because the agent in your chapter might not be the best fit for your client. In networking, you want to make the best connections to develop a relationship. BNI has systems in place that make it difficult for members to refer outside their chapters.

2. BNI encourages keeping score

Keith Ferrazzi in his book, Never Eat Alone, says, in networking we shouldn’t keep score. And I agree with him. There are people I refer without hesitation who have never referred me back. They make me look good with my clients, which is good for business. But BNI chapters usually have some method of tracking who is referring and bringing guests and who is not. Because of the score keeping, members often feel pressured to refer the members of their chapter, fearing that otherwise they won’t be referred in return. When I was still in BNI, I heard members frequently say, “I’ve referred so-and-so lots of times, but he still hasn’t referred me. I’m not going to refer him anymore.”

That’s not good networking.

3. BNI members tend to network too much within BNI

Although BNI says they encourage members to network outside BNI, many members don’t. They visit all the local chapters, one at a time, and say “I’m doing a lot of networking.” When I ask, “Are you giving and receiving referrals?” the answer often is, “No, but I’m having lots of one on one meetings.”

Yep. That’s effective.

4. BNI has a huge focus on inviting guests to chapters

This is probably my biggest pet peeve. BNI members who don’t quite get it attend other events like sharks, looking for members to invite to their home chapter. Often they pop the invitation without asking anything about the other person. It’s almost like the sales person who walks up to you at an event and says, “You need to hire me,” without knowing anything about you or your business.

Networking is about meeting new people and building relationships. That doesn’t happen when members cruise other events looking for “fresh meat.”

As I said earlier, BNI is an excellent place to learn the basics of doing business by referral. If you are considering BNI, by all means investigate your local chapters and see if one might be a good fit for you. But don’t think that BNI is networking and fall into the trap of just working BNI. There’s a lot more to effective networking than attending an endless series of BNI chapter meetings.

Anyone want to agree or disagree?

When Does a Referral Come From Social Media?

Friday, November 12th, 2010

A question I get frequently is “do you actually get business from social media?” It’s actually a difficult question to answer, and I think it’s the wrong question to ask.

Let me give an example. A few days ago, I received an @Mention on Twitter. She was thanking me for a recent blog comment and asked me to Direct Message her my contact info. She had a business proposal for me. Naturally, that got my attention, and I sent her my email and phone number. We’re still working out the details, but it’s looking promising.

Now, back to the question, “Do I get business from social media?” Since the interaction happened through Twitter and was triggered by my commenting on her blog, the answer could be “Yes.”

But, she and I have met in person and worked on a volunteer project together on the past. So we have a face-to-face relationship as well. So maybe it happened because of networking. Hard to tell.

Which is why I say it’s the wrong question. The better question to ask is “Do you get business from relationships?”

That’s an easy one to answer. Resoundingly “Yes!”

Relationships can be built and nurtured both in person and online. The best relationships are built and maintained in both spaces. If you do it well, it’s too hard to separate where the referral came from. And it’s not important to separate them.

Build relationships everywhere, and you’ll never lack for business.

Giving Back During Your Job Search

Wednesday, October 20th, 2010

I’ve talked to plenty of people who are looking for jobs. They understand that they need to ask for help, but they also understand they need to give back. And they don’t know how.

If you’re worried about that, congratulations. Your heart is in the right place. But don’t sweat it so much that it stops you. You’ve got more to give than you probably think.

Remember that networking isn’t something you do once and stop. Networking is about building relationships. And relationships continue. You need the job today. But the people you are networking with may need a job tomorrow. So part of giving back is staying in touch so you can be ready to lend a hand later when needed.

Good job seekers get out and talk to a lot of people. That means you are meeting new folks. Which gives you an opportunity to be a connector. Let’s say you are on an informational interview with someone. They mention they need a new software package to address a problem. It just so happens that you met a couple of weeks ago with an IT guy. Offer to arrange an introduction. It’ll make you look good, and everyone potentially wins.

Always make it a habit to ask “And who do you need to meet?” People will usually tell you. And don’t worry if you don’t know someone right then. Life is funny that way. I was in a meeting yesterday, and the person I was meeting with asked if I knew any pharmaceutical sales reps. I don’t. But you know what will probably happen in the next month? I’ll probably meet one, just because I’m now tuned to listening for them.

Try it out. Ask the question. See if you can come up with some introductions for the people in your network. The harder you work for them, the harder they will work to help you find a job.

A Big Door Just Opened

Friday, September 24th, 2010

Sometimes doors open unexpectedly. Most of the time when it happens, it’s because of your network.

I just had a completely unexpected door open. As most of you know, I’ve been planning to self-publish my book: Networking and Social Media. Well, I might land a traditional publishing contract instead. There’s upsides and downsides to that, and it might not happen, but it’s exciting to explore the possibility.

While I’m eager to share that news with you, the real purpose of this post is to show how it happened and demonstrate that networking is more about giving than getting. (@BobBurg would be proud!)

This all started when I “met” a fiction author on the KindleKorner Yahoo Group. I read a couple of his books, liked them and started following him on Twitter. A few weeks ago, I saw a tweet from him that a website proposal had been accepted. I hadn’t known he was a web designer. I asked him if he had a portfolio site, and he sent me a link. I was pleased to discover that he specializes in websites for authors. The more I talk about self-publishing, the more questions I get, and having him as a resource is a good thing. By the way, check out his site (link above).

I forwarded his link to a couple of freelance writers I know. One of them mentioned she had posted it to a LinkedIn group. I asked her for the name of the group, and I joined it. I lurked for a few days and then responded to a question.

A couple of days after that, I received a connection request from a member of the group, who is also a publisher. We exchanged emails, and this morning I received an email from him asking to see my manuscript.

That’s a long way of saying that I helped a connection by promoting his work, and that led to a connection that could help me.

Will I get the contract? Maybe. Maybe not. Networking opened the door. Now the book has to stand on its merits. But no matter how it turns out, this is a success.

Where to Find Your Strategic Partners

Thursday, September 9th, 2010

I’ve been writing about strategic partners and how to add value to them. You’ve identified them and have a good message to attract them. Now, how do you find them?

1. Ask Your Network

That’s a good place to start. People in your network might be potential strategic partners or they network with them. Ask where else they network. You’ll find some new events or get a new perspective on an old event.

2. Look for Professional Organizations

If you are targeting particular professions, there are probably professional organizations which serve them. If you are looking for people in related professions (e.g. real estate), one organization might serve multiple professions. Many organizations have open events a couple of times a year. Those are your opportunity to meet a lot of different people in a particular industry or profession.

Be warned. Members of such organizations are accustomed to visitors coming to open events and looking to sell their services. Remember that your role at the event is to find referral partners, not customers. As long as you act accordingly, you’ll be welcomed where the sales-focused people will be politely (or not) ignored. Quickly review yesterday’s post on adding value to strategic partnerships for ideas.

3. Don’t Forget Social Media

Events and groups are often promoted through social media. If you are targeting a particular profession or industry, follow some influential local people. Look at what events they talk about. I’ve gone to an event because someone I followed on Twitter was going to be there, and I wanted to meet in person.

LinkedIn Groups or Yahoo! Groups are another good place to meet people. Look for a group dedicated to the industry you are targeting. Provide useful information and be a good group member. I just scored a connection to a local published author and writers’ group through a Yahoo! Group. I’m still bouncing about that!