| | By Malcolm Sleath
Question: At a recent networking event, I met someone with whom I had dealings a few years ago. Back then, he seemed very keen to pursue a business relationship and then surprised me by switching to a different option at the last minute.
Now, when we meet he seems to spend all the time asking about my work, in which he takes an intelligent interest. The reason he gives is that he will be in a better position to recommend me to other people but I also know he is starting a new venture.
This is taking him into territory which is unfamiliar to him, but where we both know I have particular skill and experience that he could find useful. Despite the fact that the new venture is not secret and needs all the exposure it can get, when we get together one-to-one he seems very reluctant to talk about it and always deflects attention back to me.
We have a lunch meeting coming up and I want to get to the bottom of why he is so reluctant to move the conversation on to areas of mutual interest. How can I do this without sounding impatient and confronting?
Answer: There are a number of possibilities here. One is that he feels a little guilty about the way your previous encounter turned out, and is looking for ways to help you to make up for it by being genuinely helpful in putting you in touch with new business.
But you seem to sense that his interest amounts to more than that, and that he has a genuine need that he is reluctant to make explicit. Before your next conversation, try this test which will help you to firm up your hunch that your skill and experience are needed.
1. Your belief suggests there is a gap between what would be going on in the new venture without your help and what could happen with it. Ask yourself, “What is likely to be going on now?” and, “What should be happening instead?” For example, what is going on now could be that a client is continuing to use the marketing approaches they have always used. What should be going on is that they modify their approach in the light of understanding who their most profitable customers are and where they come from.
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2. Next, you need to distance yourself from your skill and experience and think in terms of a client requirement to resolve the gap you have identified. Express your skill and experience as, “A way of doing something, so that something happens.” Be specific about the ‘something’. For example, a client might need, ‘a way of profiling their most valuable customers’ so that ‘marketing effort can be focused on attracting more of them’.
3. Now you need to undertake a quick and dirty risk assessment on their behalf. Think about the worst case scenario if the client does not address the requirement by implementing your solution or something very like it. This will ‘qualify’ the requirement against the likely cost of your input. The outcome might be, ‘the client could fail to secure the most profitable sector of the market, and allow someone else to do capture it’.
Answering these three questions will enable you to clarify the hunch that your skills and experience are needed. If you find the case is obvious, and from the sound of it you will, this gives rise to the fourth question:
4. If the need is this obvious to me, why is the client not actively addressing it, or at least expressing the desire to change their situation in some way?
Try to think in terms of a dilemma the client is facing. In other words, assume that at some level the client wants to resolve the issue, but at another, there is something inhibiting them from doing so.
Let me give a recent example. Forgive me if what follows sounds like algebra, but I don’t want to give the slightest clue as to the actual client circumstances I was dealing with.
A potential client appeared to be embarking on a challenging venture that we will call ‘Course B’. He was very familiar with the technical aspects of the project, but there were certain commercial and other features that were quite daunting. It seemed reasonable to suppose that he would need help with these, and we began to talk to him with a view to supporting him as he pursued Course B.
But then he started to procrastinate. He showed | |
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| | a great deal of interest in our expertise, but never got to the point where we had a conversation about how it expertise could be applied to Course B. Like you, we were beginning to feel a little frustrated.
But, instead of pushing at the issue, we used the conversation to explore a little history – ‘How did this opportunity come about?’ and so forth. The answer was interesting. In the course of the story, the client revealed that he had previously been pursuing another opportunity. Let’s call it ‘Course A’.
Of the two, Course A was by far the most attractive. But the project had been aborted, and left the client feeling let down and very disappointed. In fact, he was living in hope that a similar opportunity to Course A would present itself.
The dilemma turned out to be that in actively pursuing Course B, the client was convinced that he would be sabotaging any future chance of another Course A. Fortunately, we were able to find a way of allowing the client to have his cake and eat it. We devised a way of going about Course B that would not get in the way of another Course A emerging, and might even encourage it to happen.
The fear of losing another Course A was a restraining force on the client asking for change. Once we were able to modify the requirement, the dilemma was resolved.
Whenever clients appear to be evasive, in the first instance it’s always best to assume that, from their point of view, there must be a good reason for it.
A gentle approach, focusing on events in the past, often reveals experiences that have lead the client to experience a dilemma in the present. Sometimes this can be resolved at an early stage by modifying the requirement (Question 2, above) to take them into account.
Regarding ‘irrational doubts and fears’ as irrelevant is dangerous. In the case of Course B, if the client had gone ahead despite his concerns, we would have been leaving ourselves open to all kinds of frustration later in the project when he failed to follow through on necessary action. | |
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