By David Alev . . .
Daily events have so many
clues about good and bad consulting practices. I have made it a habit to
make those connections as I go about life. It occurred to me that I should
share those connections with others. So here we go. These will be highly
irregular -- as in no set schedule. But check back every now and
then, maybe once a week. I'll do my best to be non-judgmental about the
people and issues involved. It's the processes, techniques and skills I want
to concentrate on and learn from. This is going to be so eclectic that
search engine crawlers won't know what do to with this page.
Quantum Physics and Consulting
Trust me, there is a connection. And if not,
I'll create one..
Our local sheriff's department has come up with
a new way to monitor speeding. (Yes we call them sheriffs here
in Texas) They have this device (gadget? thingie?) that they
place in the median. It's about five feet wide, 6 feet tall.
There's a large display of the speed limit on top, and below
that is an electronic display of your speed as you approach it.
Probably solar powered, with a laser gun pointed at the traffic.
No enforcement personnel that I could see. No tickets, no fines.
You know what, when I saw that my speed was over
the limit, I slowed down. I bet many others did too. Now I will
admit, we may have speeded up again a mile or two down the road,
but for that brief moment, we were all law-abiding citizens.
Second data point: (You get two for the
price of one this time) Attorney General Ashcroft had a major
announcement a couple of weeks ago about how terrorists were
planning to attack the U.S. again this summer. Big news, scary
announcement. It came a few weeks after the special 9/11
committee hearings where every panel member was quizzing those
testifying why they had not let the country know in the summer
of 2001 about such warnings. On hindsight, some agreed that they
should have made some warnings known. So is it a coincidence
that in the summer of 2004, we get the AG making the
announcement? I think not. They heard the message. They were
being watched. So they adapted their actions.
Heisenberg's Uncertainty Principle states that
sub atomic particles could not be measured (in size, location or
speed) because whatever you used to measure (like a ray
containing particles) would move the particle being measured.
The corollary as it applies to our world is
"The act of measuring actually changes what's being
measured." That's why we have status reports. It's not only
for clients or project managers to know how we are doing. It's
to make sure we are doing what we said we would be doing. See, when
we have to report progress, we make a (perhaps unconscious)
effort to reach a higher level of completion than we would
otherwise reach. It's an inducement to do more. Reporting a
delay feels bad, so we try to avoid it (or we hide the delay but
that's another matter). Measuring is good - for
all parties.
Ashcroft also said "terrorists are 90 percent
complete" in their preparations. Boy that made me laugh. It's a reminder of
the "90 percent complete syndrome" that a lot of us have fallen for.
But that's the subject of another item, in a few days.
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The Great Communicator
Leave your political opinions aside and let's
talk about former President Ronal Reagan.
A lot of the commentary has been about how a
former actor could get so much done in a complex political
system. Comments about how he was perceived to have no
"substance." Then we find out that he had his
"substance" -- he had deep beliefs, he could set the
direction and he would delegate. A great manager -- no, a great
leader. Substance? You can get away without it if you have other
qualities. Bill Clinton was a "policy wonk." Who
accomplished more in 8 years? Clinton or Reagan? (this is a
subtle reminder to those consultants who are too proud of their
certifications and think that "substance" is the key -
the only key - to success.)
Stories - he could tell stories. "He had
the knack to put complex ideas in simple terms" they say.
Simple statements are always more powerful than long, convoluted
ones. Take it a step further - a presentation is stronger with
fewer Powerpoint slides.
Ronald Reagan was ready to negotiate even when
he thought he was completely right. A strong man does not feel
weakened by having to compromise. "He was ready to take
half a loaf, if that was all that was available and work towards
getting the other loaf later on."
Even his opponents had good things to say about
him. Candidates who ran against him, senators who felt they had
to go along with him, even Mikhail Gorbachev. They were
impressed by his conviction, his optimistic attitude and the
fact that he never said a bad word about anybody.
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"You're fired"
Have you learned anything from watching the
Donald Trump / The Apprentice show? (You know, the NBC show
where aspiring executives compete with each other and one person
from the losing team gets fired on each episode.)
One of the shows registered with me most. The
teams were asked to sell items at a flea market and the group
with the highest profits would win. One team came back for the
day and added up their earnings. And they couldn't find the
cash. They had misplaced the cash! It's not that they lost
money, they lost THE money. And one of their team members was
fired.
Losing THE money? Totally, unacceptably,
fundamentally bad. I think that even what was found of the money
had given them a profit, that team should have lost. There are
some fundamentals in doing business that nobody is exempt
from. One is keeping the cash.
In our business, that translates into: Keeping
your time and expense records impeccably correct, watching over
expenses like a hawk (because it's your client's money), billing
and collecting on time etc. There are no known excuses for not
doing that.
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I'm back
Why a long silence, some have asked. Well, last
fall and this winter were pretty bad -- health problems here
with the family and the loss of my father. It took us a while to
recover.
My father had a long and happy life. I got my
work ethic from him. I'm not going to recount all of that here
except for one sign that he made an impact. When his customers
of the last 50 years heard of the news they started
calling us, the family, to tell us how much they appreciated him
and gained from doing business with him. These are people we did
not know. But they were moved enough to tell us. And that was
very moving for us.
May he rest in peace and may your clients say
good things about you after you're done (working with them, I
mean)
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One spammer who got
it right!
I never thought I could learn from a spammer but
I've got to give it to this one who got past my "spam-wall"
-- a term I made up to reject spam emails.
I thought I would have my email program take all
messages that arrive from people I know, i.e. people on my
address book and move them to a folder I called
"People I know". It's worked quite well, and anything
that's not in that folder is a candidate to throw away.
Then how did these spam messages get in my
"People I know " folder? I wondered if I had ever
corresponded with these people and they ended up in my address
book? Upon closer inspection, it turns out they modified the
originating address to be my email address! And,
since I had built my filter by just copying all the names in my
address book to the message filter, my own email address was
designated a "person I know." Mystery solved.
But it made me think, what a great way to have
someone believe in something: Make them believe it's their own
product, their own message, their own idea. Do we do that with
clients? Or do we try to cram _our_ ideas down their throats? It
would help if we gave them enough facts which would let them be
the first to think of the idea we just had.
Not foolproof, but worth trying?
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Bob Hope died
I had heard of this story before but I think
it's appropriate to remember Mr. Hope today with the following:
Don Freeman of the San
Diego Union-Tribune wrote in April:
"Once, when doctors urged him to seek relaxation on
a fishing vacation, he went off to Seattle and a cruise in
Pacific waters. The vacation bored him, and he soon returned
to Los Angeles. "Bob," a friend said, "you go
off on a vacation, and you're back after one week. Why so
soon?"
Bob shrugged. 'Fish don't applaud,' he
said."
What a line. From a great professional. Remember
that next time you're at your desk in your office, happy that
you don't have to "face the client" that day: Desks
don't pay.
Mr. Hope, we've applauded all your life and
we're applauding today. And the fish would, too, if they could.
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Outback opens in New
York City
Today's NYT reports about chain restaurants
opening in Manhattan and how they have been well received:
Applebees, Olive Garden, Outback steakhouse, etc. Now, I
lived in Manhattan for 10 years and I know there's no shortage
of restaurants, classy, cheap, expensive, ethnic, whichever way
you look. Manhattan residents are known as savvy, trendy,
focused, unorthodox, whatever you want to call them.
So what's attracting them to these homogenized,
almost generic outlets? Consistency. Patrons know they
will not be surprised when they go to one of those. They will
feel familiar, even reminiscent of their days prior to NYC. A
feeling of comfort, physical and emotional.
Think of that next time you spring your next
out-of-the-box cutting edge idea on your clients. As much as
we're expected to be creative and leading edge, there's a part
of everyone who enjoys the old and trusted. Leverage that when
you're pushing your breakthrough solutions.
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I built a flagpost
bracket!
With Memorial Day coming, I thought it was time
to display a flag. I could have bought a 3 by 5 flag with an
aluminum pole and a metal bracket for 8.95 at Home Depot and
attached it with 3 screws and be done with it. But no,
left-brained engineer that I am, I had to use the flag we had so
I needed only a pole and a bracket. I bought the pole - that was
the easy part. Bracket: I thought the metal brackets looked
cheap and they wouldn't fit the 1 inch diameter pole I had
bought.
So I got a piece of 4 by 4 and drilled a 1 inch
hole through it. But the hole had to be at an angle of about 30
to 45 degrees. Do you know how hard it is to do that? After a few tries,
I had to find a better way. And I did. Using two pieces of 4 by
4. (Those interested can email me and I'll describe the solution)
So I drilled the wood, stained it, waterproofed
it and attached it. The post went in it and the flag was
displayed and we were happy.
It then occurred to me I could have spared all
the trouble by spending $8.95 but I wouldn't have had the
feeling of accomplishment! Same with our clients: regardless of
what they say, they want to be involved. They want to be a part
of the project, they want to be part of the solution.
So find something for them to do. Something that
they don't have to pay you for. Or something that would let them
avoid a cost item. Or one which they'd like to put their
personal expertise in. And when they do it, let them take credit
for it. Or give them credit, publicly.
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Consulting and
silicon caulk
I installed a storm door / pet door combo with a
friend last weekend. (The operative words are "with a
friend", indicating that I didn't know what I was doing).
The door works fine - I just needed to caulk the openings where
the molding meets the exterior of the house. How difficult could
that be? I went and bought a tube of silicon caulk and went at
it.
It's not as easy as it looks. Silicon caulk is
sticky, gooey and won't stay where you put it. So I ended up
with a lot of goo on my hands and too much on the wood molding.
I figured I could paint over the extra.
Not so fast. The caulk I bought is not paintable.
(Upon further examination, "it says so" on the tube.)
How could I have been so stupid? Or to put it
another way, why didn't they tell me? Who did I have in
mind? Well, my buddy. But he had already left and we assumed I
could handle the "easy stuff." The Home Depot staff?
Well, I never asked anyone before I paid for it, and in case you
haven't noticed, Home Depot reduces their staff by 2% every time
their stock price falls by 1%. Which means there wasn't anyone
to ask.
"How was I supposed to know" that some caulk is paintable and some are not? The
tube said
"for windows and doors." Short of hiring a caulk
consultant or getting a degree in home repairs?
The point is: I couldn't have known. My degrees
are in unrelated fields. And if I had found someone to ask,
would I know to ask about the paintability? I don't think
so.
Think of your clients and their answers to your
questions about what they want or need or require. They'll
answer your questions but you have to know which questions to
ask. They are not likely to tell you they need the caulk to
be paintable because they assume that all caulk is the same.
Let's say
you ask them what color the wood molding is going to be, and
they say "white." You'd suggest getting white colored
caulk. But would you ask if they'd like to paint the spillover
caulk?
Oh, by the way, did I mention that it says "not
paintable" on the tube? Except it's in 8 point size,
and not in the instructions section but the specifications
section.
So next time you are tempted to blame your
client for not noticing that "the system will not function
properly unless the temperature is over 32 degrees" which
you claim was "clearly stated in the requirements
document" -- ask yourself whether it was visible and
highlighted or whether it was buried in Appendix 8 of a 200 page
document, in 8 point size.
They're not the experts, you are. You think
you're there to give them answers but you're really there to ask
questions.
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"There's no
excuse for not knowing your lines"
Simon Cowell, one of the three hosts of the
talent search show "American idol" said it to the
contestants last night. He directed it at the contestants who
were eliminated because they did not memorize the lines in their
songs or failed to remember them during their performance.
How true. There are some basic, fundamental
attributes we need in our consulting business, too. They are
what an important person called "hygiene factors,"
those that our client expects and takes for granted. No amount
of expertise or show or schmoozing alleviates the absence of
those factors: Begin with the hygienic: cleanliness, visible and
olfactory. Then, the professionalism: patience, empathy,
flexibility. And honesty, truthfulness and dependability. Such
as arriving on time! You can't imagine how important all of
these are. It doesn't matter how good you are at anything else.
Without these, you're doomed.
A guru who has the best expertise in the
universe who misses the hygiene factors? The client will listen
to that person (once) and pay the bill. But he's not coming
back!
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Another
architectural reference - smart prototyping?
There's an article about international
architect Moshe Safdie in the New Yorker. The part
that got my interest was his personal approach to his work and
an anecdote about how he won business. Here are a couple of
quotes from the article. I believe that will get you thinking:
" Obtaining architectural commission
requires diplomacy, and Safdie is very good at that. He
knows when to listen and when to speak. He makes clients
feel that he cares about them - not an impetuous amateur,
not a stern snob - who would hijack their project in the
service of an intimidating agenda. "
A good model to keep in mind when dealing with
our clients: Caring about the client and avoiding forcing our
concepts on them.
Speaking of models, listen to how he won a
major assignment:
" He knows, too, that a skillfully
crafted model is crucial to inspiring faith, especially in
clients who find it hard to picture a building from
drawings. Safdie employs five full-time model makers and he
examines every detail of their productions.
. . .
(At a sales presentation for a new wing
at a prestigious museum) he brought in two gorgeous de-mountable wood
models and the trustees were like kids with a new Christmas
toy. And then there was Safdie's incredible demeanor. I
mean, he walks into the room and he is suave and debonair
and worldly and cosmopolitan. He's articulate, he's relaxed.
By the time he set his model down and demonstrated with all
his charisma how it came apart and could be refitted to show
three different schemes, he had half the battle won."
Could we learn from him? The self-confidence,
coupled with a subliminal message which says, "you have
all these options and better yet, you can play around until
you find one you like." Think of that next time you're
prototyping a system.
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Amazon -- a model?
I ordered 6 books online on December 13th
from Amazon.com. Nothing special, and NOT related to Christmas
gift-giving. (this last part is important). Three of my
selections said "Usually ships in 24 hrs." and the
others were labeled "Usually ships in 3 days" or
"5 days". I figured I was not in a hurry and I went
for the cheapest (ground) shipping method. And as luck would
have it, the books labeled "3 days" or "5
days" (which means they don't have them in stock and have
to order them from the publishers) took as long as that or
longer to arrive at Amazon's warehouses. I checked on their
online tracking page. By the afternoon of Dec. 20th, they had
not shipped the books to me. I wasn't alarmed because as I
said, they were not Christmas gifts.
But Amazon was alarmed. They shipped the box
on Dec. 20th, with a "complimentary shipping
upgrade", 2nd-day air delivery. See, they figured ground
shipping wouldn't cut it and they would spring for another $10
or so to make sure the order arrived "when
expected." That's the power of great client service. They
did not wait for me to tell them what to do, they did not call
and apologize, they did not ask if they were Christmas items. They
just did it. And I got the books today, Dec. 24. For their
$10 extra expense, they bought tons of goodwill.
As a smart person once said: "If you
don't know whether you're meeting your client's expectations,
you are not."
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I'm back and I feel
better
I fired my chiropractor. Well, shall we say, I
"un-engaged" him. See, I had a small accident
at home in September and hurt myself. (This is also an
explanation about why this column has been quiet.)
It was not major enough to visit a hospital
but bothered me enough a couple of weeks later that I decided
to get x-rays taken to see if I had broken anything. I called
and made an appointment with this chiropractor who came
recommended.
I should have known when I stepped into his
office. The first things the receptionist told me were:
"Have you been here before ... then you'll have to fill
out these forms." and: "Is this insurance or private
pay?" No good morning, how're you feeling, how's the
pain.
So I saw the doctor, got my x-rays taken. No
broken bones. But he "recommended" some treatment
that would ease the pain. (read: add-on services).
And I visited his office a few times,
accumulating more fees but with very small reduction in pain.
You should have seen the efficiency in that office. The doctor
had 5 or 6 different examination or treatment rooms. Each with
two doors opposite each other. he would walk in one, talk to
you for no more than 15 seconds, not even registering the fact
whether my pain had gone away or was the same and walk out the
other door to his next room, where another "client"
had been prepped for his treatment. Very efficient (for him)
and not at all effective (for his patients.)
A few weeks later, I stopped. The pain went
away in a few weeks, just as my sister had forecasted:
"You will suffer as many days as how old you are."
Well, what did this teach me: The first
impressions one forms with a professional service provider are
usually right. I should have walked out when the receptionist
greeted me with the insurance question. And the 15 second
"conversations" with the doctor: The service
provider's own efficiency means nothing if it does not provide
benefits for the client.
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The Pentagon
renovation
They were interviewing the guy in charge of
the rebuilding / renovation of the portions of the Pentagon damaged in the
attacks of 9/11. He was asked what the biggest challenge had
been and I expected him to say something about the budgeting or
logistics or the time pressures etc. You see, they're
planning to move back into the same spaces by the first
anniversary of the attacks. None of what I thought he'd say
was on top of his list. He said:
"Getting buy-in from the people whose
offices were destroyed" (Or something to that effect.)
Imagine! You're working in a military
establishment (almost). A department run by civilians but staffed by civil servants as well as military personnel.
People accustomed to executing orders. And he's worrying about how
to get them to move to their old offices?
What might they be concerned about? I started
thinking. and came up with a few: It's too painful. What if we're attacked
again? It's going to have that new building smell. I never
liked that office anyway. But how can I complain when so many
of my friends died and I survived? Who is this person telling
me to move anyway? Maybe I should just go along. But
then I'd lose my individuality. Oh, it's all so complicated.
So what's one supposed to do? That's where
change management (CM) professionals come in. The rational
concerns can be mitigated by facts: It's going to be safe,
it's going to be better than what you had. You will be allowed
to personalize it, etc. The emotional concerns can NOT be
handled by facts alone. Perhaps enlisting one
or two individuals whose opinions are respected and have them
move their offices first? (CM folks,
chime in here!)
Those of you who have implemented systems and
struggled with buy-in from the user community will have found
this a familiar issue. It's not just us, everyone suffers from
it!

What I learned in the
supermarket
I was at our local supermarket the other day.
You may know the ones -- large, wide, spaces with anything
imaginable. Except nothing is easy to find. In their zeal to
"manage" traffic paths, "retail
consultants" for this market had designed the layout such
that one would have to walk a half mile to the most remote
corner of the store just to get milk. And walking through the
aisles with the most profitable items, mind you.
But you can't find coffee. Would it be with
the milk? No. With the sugars? No. Being male and an engineer,
I decided I would find it - no need to ask for directions!
After about 2 miles of walking through every aisle, I gave up.
I asked this person with a uniform who I guessed would know.
"Between the snacks and the wine."
Who would have guessed? Then he pointed out
the "store directory" on the shopping cart and said
I could have looked it up there. And walked away.
What did I learn? Retail consultants are no
better than we are when it comes to designing with the
customer in mind. Two: When a client asks for help, don't
rub it in and make him feel stupid by reminding him to read
the manual. And three: to make the client know you feel her
frustration and not to just hand out ''facts."
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Features vs. benefits. Is user-friendliness a feature?
You know Expedia.com, the travel site. They're
running what I think are ingenious commercials. Which tells me
they know the differences between features and benefits.
See they're trying to tell us that the fact
that one can pick flights by different criteria is an
advantage. Sure. It's one thing to say show me flights by
price. But they also allow you to display flights by shortest
duration. If they stopped there, they would be selling a
feature.
The suggested "benefit" is that this
is user friendly. But we're flooded with user-friendliness.
They have to make it into a real benefit.
So they have this mini-story about a woman
going on a business trip and has these images of an obnoxious
colleague sitting next to her. She wants to minimize the time
spent with this person, so she clicks on "shortest
flights' option.
Very smart of Expedia. See, even
user-friendliness is not enough these days. You've got to show
the WIIFM factor. ("Whats' In IT For Me"). What does
ease of use to for ME. "It makes your trips with
obnoxious colleagues shorter."
When we try to present an idea to a client, we
have to think along the lines of benefits, i.e. what's in it
for them. Features don't cut it. Talk benefits and you'll get
their interest.
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The IBM way? Not
implementable?
Have you seen the IBM commercials? The CEO
asks his people "I have this brilliant strategy document
from our consultants. Is this implementable with our
current technology?"
They come back with a sad look on their faces:
"No."
Then the ad displays "Implementable
strategies by IBM."
Am I missing something here? Is IBM out of the
technology sales business? Am I to understand that IBM is not
interested in selling you more hardware / software /
connectivity? Isn't strategy supposed to mean thinking
out-of-the-box? What kind of strategy is it if it's
constricted by "legacy" platforms?
OK, let's give them the benefit of the doubt.
Perhaps they're actually apologizing for their past
recommendations. Or giving their clients a false sense of
comfort.
Let's remember, selling (particularly
cross-selling) is built on honesty. And pandering to passing
concerns will only get you temporary business.
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Can one word make the difference?
Managed expectations, again
Gen. Tommy Franks was asked in a press conference yesterday if
the enemy was surrounded in the mountains. He replied he'd rather call it
"contained."
A few minutes later on CNN, when asked to comment on
that, Gen. Wesley Clark said "We should be careful about not raising
expectations. Contained is the right word, because any other words such as
"pinned down, trapped, cornered" suggest that they have no way out
at all when in fact they may have."
Generals have learnt to watch for expectation-setting words.
We should, too.
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Things are not what they seem
No bragging, but our Managing Scope Creep article is on
top of the charts! Try a search on Google for "scope creep" and
our article is number 3. With no search engine optimization and no special
effort. It must be great content and great meta tag design. Why else would
it be in the top 3 articles in the world?
And what have I learnt from it?
First, that a lot of people are suffering from scope creep,
and as they have been searching for the term and clicking on our article,
Google has determined that it's a great resource to be displayed to its
readers. Moral? You never know what your market (read: your clients) are
looking for until they demonstrate it to you.
Second: Something is a little out of sorts, though: The #2
entry in Google is for a band called Scope Creep. So perhaps visitors were
looking for the band and stumbled upon our site! Moral: Always question
your conclusions.
Imagine a band called Scope Creep? Could they be
disappointed I.T.
project members? Possible.
So, don't give up and join a band, read the
genuine article.
So how do I get my other (great) articles to be top-three?
Maybe I should sprinkle references to Lady Gaga in them? Perhaps:
"Consulting skills workshops with a special appearance by Britney"?

Free lunch
This is a long one. You need
to promise to read it to the end.
We start with a quote from
the NY
Times Sunday Style section: (registration required)
One
weekend the elegant Francis Carpenter (of Dupont fame) and her friend
Shirley Maytag sailed into Sag Harbor. ''We must go to the Hedges,''
Francis said, (referring to the restaurant owned by the famous chef
Henri Soule) and so they set out for East Hampton.
Arriving, Francis
was stunned to see only a few cars. The dining room was all set up but
empty. ''Tell Mr. Soule that Mrs. Carpenter is here for lunch,'' Francis
said to a passing busboy.
Soon, Soule appeared in a bloody apron wiping his hands. Apologizing
that he'd been butchering, he was charm itself, seating the ladies and
asking what they'd like. ''Whatever you'd like us to have,'' responded
the gracious Francis. To Mrs. Maytag, she whispered: ''Poor Henri. He
has no customers.''
Soule served them a fine lunch accompanied by an excellent white
Bordeaux. When Francis asked for the check. ''Oh, madam,'' Soule
said, bowing. ''There is no check. For you see, there is no lunch at the
Hedges!''
So, who says there's no free lunch?
Providing service clearly
not within his "scope" and when he had other things to do? And
for FREE? Whew!
So many emotions surfaced
when I read that. Is it that "Rich people always get to enjoy
life?" I think not . . . how about "good customers always get
the best."
Did you think "It's
easy for a successful restaurant owner to give away a free
lunch"? I would agree. It wasn't a big deal for him. OK,
perhaps it was. But he handled it with total grace.
It was a big deal for
his "clients", though -- not the free part but that he would
even accept to serve lunch when he didn't have a lunch menu!
Do you think those same
clients came back, again and again? You bet. Do you think they told their
friends about their experience? No question about it. It's still being
reported in the paper! And if you thought: "Yeah, I'll do that when
I'm famous," let me suggest you give some thought to this:
How do you
think he became so famous?
Moral: Pick your own
threshold of what and when you can give away for "free" (or ask
your project manager or your spouse or your accountant). It could be an
hour, two, a whole weekend. It could be within your specialty or not.
Deliver with no questions asked. After the work is done, and if the
opportunity arises, bring it up, WITH GRACE. If you can't find a graceful
way, forget it.
Whichever way, the return on
that "investment" is bound to be hundreds of percent. With the
same client or with others (whom they will refer you to!)

Who won the 2000 presidential debates?
The
candidate known for his debating skills or the one who was called
grammatically challenged and an awkward speaker?
We
don’t know. But what’s interesting is how Governor Bush’s campaign
set the stage prior to the debates by letting us know that debating skills
were not critical to being president and that their candidate would still
try to communicate his vision to contrast with Al Gore’s. And therefore
“Even if Mr. Bush ties with Mr. Gore, he wins” they said.
What
happened? After the debates, “Bush aides said their man had
fought Gore to a
draw in the debate. And a draw, they said, means an overall
victory for Bush.”
Fascinating
how managing expectations works!
