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OK, let's get into it then.
Are you ready to go?
Yeah, sure.
OK, so this is how
we're going to do this,
I think you're going to tell
us a little bit of context
and then I'm going to
ask you a few questions
and then we're going to
go to the tape to the part
where I hope you can
direct me to, OK,
so having your audio clip ready
to go and then we'll listen in
and we'll listen and learn.
OK, so give us the context, ok?
OK so basically, I
didn't have any client
calls lately, so
I decided to have
a role play with my peak
performance partner, Maria.
Perfect So we managed
to do 3 3 short clips.
Two of these was Maria.
Maria was the client and one
of these I was the client.
I focused mine on outbound
because pretty much nothing
is coming in so far.
So I'm trying to
optimize the way
things happen if I'm the one
reaching out to the clients.
Mm-hmm So when somebody
friends me on LinkedIn
or follow my Instagram
page, I try to reach back
and say, hey,
thank you for this.
If you have if you ever
need any help, let me know.
So I find this to be the
most challenging thing,
and this is why I focus
the role play there,
because lots of times the
why did you come to me?
Point cannot be accessed if
I'm the one reaching out,
so I try to get better of that.
OK, and what's your mindset when
you do these prospecting thing?
First of all, I want to say
how you phrased that is like,
hey, Thanks for following my
page or connecting with me.
Is there something I can do?
Please reach out.
I love that because
it's not too salesy,
but it acknowledges
them right away, right?
And sometimes,
believe it or not,
that's just enough of a trigger
for them to take the next step.
Yeah, so that's pretty
much my mindset.
I tried to be open,
I don't focus on that
and pretty much is I try to
forget about the engagement
like, oh, I got a new follower.
Probably give me some money.
That's that's not
working for me.
I don't want to raise my
hopes too much on this one.
Why don't we listen in
on one of your calls?
Yep, where you are trying
to get a new prospect
and this is all cold
outreach, right?
It's an outbound call, and it's
an inbound call for someone
who said, OK, yes, we
possibly need your help.
Oh, after they've responded,
yeah, Oh OK, that's fantastic.
So it's warm lead, then.
Yeah, OK, because once they
reach out and they say,
hey, it went from cold to warm.
OK, fantastic.
OK, so I'll play that clip.
Yeah do I share my
screen or will it go?
Go ahead.
Share your screen.
I need to find how
to do this share.
See the green thing.
Yep Can you see my screen?
Yeah oh, there's video, too.
I think we just OK, it's a
little low in the volume.
Can you turn it up?
It's maximum.
So is the volume coming
from my speakers shit?
No, no.
Where are you playing it from?
Youtube?
Yes.
And are you sharing
the YouTube screen?
Yes no.
That's it's coming
from the application.
The Safari browser.
It's for its
maximum volume then.
How about on your
system, on your computer?
Is it maximum volume
in your system?
Yes Yes.
OK all right.
We'll just have to listen
very carefully then.
So anyone else.
So The obsolete.
We are.
Some changes we feel like.
OK getting we feel like
we got something wrong.
I think we were thinking
of changing our menus
and everything, so
probably this is
something you could do for us.
I could definitely let me.
So is the fact that you're
not getting the traction you
wanted, the reason you stop
working with the other designer
you had.
No, he's actually he wasn't
delivering very fast.
And you know, what are you
trying to do things right?
You could.
You could not keep working
with people who are unreliable.
OK, that's fair.
So you've seen some of
my work on Instagram
and you liked them.
Thank you very for about this.
So then to create
this sort of work,
there's a method
that I follow, which
is pretty much I take
some time and try
to understand my
clients properly
and try to get in your head.
So and eliminate the
guesswork between what
we're talking about and what
you actually have in your mind.
So this way we take we measure
twice and cut once in a sense.
We we try to pinpoint what
your actual business needs are.
And this way we can
prescribe solutions
that will actually make
some sort of difference
in your baseline.
How does this sound?
I'm not really sure
it sounds good.
I won't tell you no.
But would that be
for a new business
more than a business like ours?
I think what we need is
probably a social media strategy
or I mean, we're going
to on a new menu.
I think this is going to help.
It would be nice to bring it out
to the world and maybe a flyer
or something like that.
Mm-hmm I see the
thing is if I pretend
to be sure what your issues are
and what your best, the best
idea to solve this issue is,
I would be lying like it.
Really, it's really
important to take some time
to understand everything
and get into this.
So I understand
time is a concern.
But the work you've
seen in these projects,
and this is something
that I do really,
really well with my
clients right now.
It's improved.
My my workflow is
that once we do this,
actual production of work
takes 10 to 20 times less time
to create like if
we have a strategy
and we have your
customer profiles,
we have the branding set.
Creating a new menu
is almost instant,
creating new posters
almost because there's
a baseline we can work with.
So in the scale of
things, this is actually
going to be quite faster.
So you would you still
be up for at least
trying something like this out?
It sounds good.
I am not going to tell you no.
However, because you said
you're going to invest time
and you're going to go in
depth and all these things.
I would think that this is quite
a costly procedure, isn't it?
Is it OK to ask how much
you charge for all of this?
So basically.
This sort of discovery
and strategy would be in.
From what I understand that
your business needs would
be around 3,000 pounds, ok?
And pretty much, then we
can prescribe any more work
for production, for
example, menus, stuff
like this or a website, perhaps
or I don't know whatever
we find will find a way
to tackle this by itself,
but it's going to be much,
much easier when this happens.
However, with that price
before just this procedure
and say menus that we definitely
need be extra in that case,
would that be included?
So well, yes, so pretty much
what you'll get out of this
is a branding statement, a few
couple of customer profiles.
We will try to give
you some insights
on what your customers'
challenges are
and how this brand is
going to solve them.
So you get all of these, you
get some valuable insights.
And what the competition
does, what business
is in all the verticals do
and how these good practices
can help us tackle solutions.
And there's a lot of
things that we actually
understand about how
your clients feel
and how you can speak to them
in a voice they can understand.
And yes, if we find
out that you're
the solution to your problems
is a menu, we'll have to
we'll have to give you
an estimate for a menu
after we do this.
So it's not.
So say I do.
And then the menu is
definitely going to need,
because we're going to change
what we are in the menus.
So I definitely need one.
Can you tell me
a prize for that?
Probably if I do, you'll
have to brace yourself,
because if I do it now, I'll
give you a really high price.
If if I tell you no, now I'll
give you really high price
to make sure I just
for anything that
might be involved with this.
Perhaps the solution
we're going to be happy
with is if I do
give you a number
now would give you 1,000
pounds if we do this.
Perhaps we find that
the expectations
are lower or
something like this,
and it could be lower than this.
If if you ask me right now, I
give you really high number.
I understand what
you're saying, but that
sounds like a very
expensive solution for me.
However, what I said is true.
I don't have someone
else in mind.
And I did really like your work.
What you're saying, it's
very sound, really good.
However, I cannot
pay this amount,
and I would be glad to have the
strategy done at some point.
But right now, I don't have
this money and I do need a menu.
Is there anything
you can do for me?
What? what sort of number
did you have in mind?
Oh, I thought something
about two 300 pounds the top.
OK 200 to 300 out.
I'm pretty sure
that I kind of do.
If if there was some
wiggle room that we could,
we could try to
find some solution.
But this is just
like 10 times lower.
I really, really cannot kind
of put the time to do with this
sort of budget.
What I can do is I
can take some time
and find you someone if I
know people in my network
have these sort of
rates, sorry, you
said before that you
had to charge me 1,000.
But this is because we wouldn't
go through the strategy.
What if we just
did them any more?
No, no, no, no.
That's not what I said.
No, no, no.
Don't get me wrong.
So I'm just saying if you ask
me for a number right now,
I'm giving you a high
estimate after we
do after we do
strategy, I can give you
a more sensible range that
we can work with if we
find give me that range.
Is there any way you can
give me that range now?
And if it's something
I can pay, we
do the menu first
because this is something
it needs to happen soon.
And then we do the strategy.
If the less I know about
your business from,
the more money I will
give you as an estimate.
So I have to assume a lot of
things to give you a number.
I have to assume
the people involved.
I have to assume the
time constraints.
I have to assume
the printing costs.
I have to assume different,
different things and I don't.
What I want to avoid is give
you a low number and then I find
out that I cannot
work with this.
No overcharge you.
So if you ask me if you're
asking me for a number
right now, that's the
number I give you.
I see what you're
saying sounds good.
I don't want to be disrespectful
of your work, for sure,
but I can tell you
for sure this is
something I can pay right
now, and I definitely
don't mind you.
However, I would be
open to discuss again
because, as I say, we
feel like we have problems
past the menu thing.
If so, if you
definitely cannot do it,
can you recommend someone else?
And maybe we could
get back to you
about the strategy
saying a little later.
I can definitely
check in my network
if there's someone that can
take a project like this
in the budget you're giving and
I can have you, I can have you,
I can email you about this
in three or four days.
Is this good?
Yes and even if
sooner if you can,
that would be great
because I don't want to.
Whoever I hire, I don't
want to push them so much.
I really I am intrigued to ask
you, though, if you say we,
our problem is we do need
a social media strategy.
We know that we have a very
basic website with just a small
coffee place.
And yeah, we reach people
through social media usually.
So if you come to us and you
do do that strategy session
and you do a social
media strategy,
can you give me a
number now for that
to see that when
I have this money,
I can come back to you the.
Biggest challenge is the same.
I can give you
really high numbers,
and these numbers
might scare you.
And the sooner you ask me for
them, the higher the number,
you'll get that.
So if I can give you a
number, I can give you 20,000.
Is this something
you can work with?
I don't think so from
the numbers at time,
so what I'm saying is the more
assumptions I have to make,
the less flexible I can
be with how much I charge.
So the more I know, the
more accurate and and wider.
The range of estimates
I can give you.
Great right.
So you say that I can pay
for the strategy, just
the strategy, and then we can
talk about everything else.
Yes, pretty much.
You repeat the price you gave
for the strategy, please.
3000 pounds and that will be.
Is that you're working alone?
Do you need access to
our economic files?
So this is pretty much this.
This is a process that I. I
do two workshops with you.
They're usually a week apart.
I can.
I can speed this up.
If if that's a
challenge, we can do them
in some consecutive days or even
if the time is really, really
tight, I can do them
all in the same day.
There are about eight hours
of your time combined.
And pretty much, yeah, if
the number I'm giving you
is based on your size.
If, if.
If, honestly, if you
were bigger business,
I would have other people
with me as well, and we do.
And we would have
experts, researchers
to help with mapping
the market, and that
would be a high, higher number.
You said your local coffee
shop, so this is the number
I'm giving you, right?
Let's talk.
OK all right.
Stop your screen sharing.
Wow, OK.
Oh my god, I'm
writing on so many.
No, no, no.
There's like I was like,
oh, I could help this.
And then you said something.
I was like, oh, why
did he say that?
And then why did he say this?
Oh my god, where are
you going with this?
OK, I want this to be the
maximum learning opportunity
for this entire group.
OK this is a helicopter
hovers over my head.
I'm going to ask the group
first to take a moment
to think about something
that he can improve on.
Not so much what he did
wrong, but what can?
How can he improve?
Give one piece of
actionable tactical advice.
Because I already made a
long laundry list of things
he can do to improve
his sales call.
If this were
actually a client, I
think they would have hung up on
you like a third into the call.
Going to be honest, if I was
a client, I'm like, I'm done,
I don't know what we're doing.
Just going to hang up.
There's lots of things
that I can tell you
that if you implement
one or two of the things
I'm going to tell
you in a little bit,
I think you would
change your game.
OK, so this will be a very
productive call for at least
one person, hopefully more.
All right.
Does somebody here?
Are they ready to go?
Yeah OK.
Who's who said that it's jordan?
Let's do it.
Well, it's one thing he could
do better and dig deeper
into the business to value price
because what I give a price
but he doesn't know
very well is the client.
So they say the
three southern pound,
but she does not know if the
client can afford that of of,
if you can get a better price.
Yeah OK.
OK fantastic.
Who's next?
So you'd be happy?
Yes well, I'm going to go first.
Yes, OK.
Eye contact and smiling.
He looked a little
uncomfortable.
I felt I just put myself
in the client's shoes
and I felt a little
uncomfortable.
Like I felt like I was
being bullied a little bit.
So just maybe smiling
and eye contact.
But overall, I thought
it was all right.
OK I was going to say, I'm not
sure what's in the background,
but it looks like
you're in your bedroom
and it's like, it's
like, yeah, so there's
try to have something
in the background.
The other thing was there's a
point where you were getting
aggressive with
her, and I'm like,
I'm not sure if
that's like you're
going to get into an
adversarial position,
and that's not necessarily
the place you want to be.
Yes fantastic.
OK and this is
pretty simple thing,
but what I found that
helps me is I still do it
when you pause and you say and
you and you hesitate and it,
it's like Matthew
said in the beginning
being more confident
what you're saying.
But actually the UMS and the US
can be a bit of a memory tick.
You're trying to recall
what you're trying to say.
So if you even talk to
yourself in a mirror
or just talk to your own
camera and record yourself
and listen back,
you'll start being
more aware of how often
it comes out of your mouth
and it'll start to
decrease and you'll
be more confident in the
words that you're saying
it just restrains your brain.
Mm-hmm And Dimitri, also, I also
felt like did a lot of talking,
and Maria did very
little talking,
so it was as if she took
up 10% of the conversation
and you took up 90% of it.
I almost feel like
you want to flip
that around so that the client
is giving you more and you
kind of moving and
kind of guiding her.
Mm-hmm OK it's almost as
if you did too much selling
or pushing, and you almost want
the client to sell themselves
on your service.
Mm-hmm Good OK,
we'll take one more.
And I'll give you my
deep dive analysis
and we'll talk about
it knowing what
your minimum level
of engagement is.
I think you were almost scaring
her off with a high price
and trying to get her to
buy into strategy to make
it cheaper, whereas
strategy should probably
be something that can
open up possibilities
to maybe a higher price.
So maybe just knowing what the
minimum level of engagement is
and being confident
with it and being OK
with that being your
expertise that you provide?
Yeah, fantastic guys.
Good job.
Good job.
Thank you, everyone.
I'll give you my breakdown.
So do you me, are you ready?
Bullet points, which I
will share with you guys
after the call.
But right now, I just
want to talk to you, ok?
There's a couple of
things that we need to.
We need to warm up a little bit.
We need to warm up our
personality, our delivery.
What Tina was saying about
smiling smile with your eyes,
smile with your mouth so
that the words that come out
of your mouth sound
a lot friendlier
because I'm trying to
imagine what it's going to be
to work with you in the future.
That's what a prospective
client is going to do.
You need to realize
this is a warm lead.
This is not through
inbound marketing
where you have a lot
of leverage right now.
You have very little leverage.
So we have to
understand I'm going
to use a fishing metaphor here.
If you have a little nibble, you
can't just yank on that thing
and try to bring that
thing into the boat.
You just cannot.
This person gave you the time
of day through a cold outreach
and responded, oh, I'm kind
of interested, let's talk.
So they're the very beginning
of a journey with you.
So I wouldn't go and
hard sell and a lot
of what you were doing
was selling really
hard to this person, to Maria.
And if she were
real client, I think
she would have ghosted
on you really fast.
And for what a lot of
people have already said.
So let me go over some of
the bullet points here, ok?
One thing is in
the very beginning,
she's like, I'm
interested in your work.
I need this thing done.
What do you think?
So you have a Yes already.
And when you have a
Yes from the client,
you just take it,
you just take it,
you get into the next phase.
Don't undersell something
that's already been sold, right?
She's like, I need
a menu design,
I need to know what the
nature of the work was like.
I need a menu design
and she already
saw something in your work.
So you guys don't go in
a script in your mind
like I always have to sell and
I always have to prove myself.
I always have to push
back on the client.
If the client says yes,
you just say how much?
Let's talk.
Let's build a
relationship and it's OK.
And one thing I wrote in
here, my notes, at least,
is we're all at different
stages and I'm realizing you
guys have been watching a
lot of role plays that I do,
so I'm selling at
a 20 year stage.
And if you're out on
the street, you're one.
Don't try to sell
like you're 20,
you're going to have to
scaffold towards that.
So for the first 10
years of my life, all
I did was let's talk about the
budget, what you want to do,
and I will figure out
if I can do this or not.
OK, so if she's calling
you for a menu design,
let's just get some
money in the door.
Let's let's put
food on the table
and let's just score this as a
win a win for a cold outreach,
which is not that often, right?
So I would celebrate that.
So definitely guys do
not go past the sale.
So at that point in
the conversation,
Maria says, I'm interested.
You're like, fantastic.
Tell me more about your project.
What kind of problem are you
trying to solve with this?
Why do you think you need this?
So I'm going to
tell you right now.
Throw away the entire script
that you've been following.
I only want you to do three
things from this point
forward until you get
some work in the door.
Ok?
you follow the Jonathan stark
technique, which is why this?
Why now and then?
Why me?
Literally, why do this?
Why now?
Me?
Marisa, I really
need a menu design.
You're like, fantastic.
Why do you need to do this?
Because we need
to do x, y and z.
So what you're
entering into more
is a consultative
role because you're
going to ask more questions.
Marwan was saying,
you talked too much.
Whoever asked more questions in
a conversation is in control.
The conversation?
Who was in control
of that conversation?
Everybody well, muscle
memory, because she hardly
said anything.
OK if you listen to a
sales call that I do,
you will find that the client
is talking most of the time.
And all I'm doing
is asking questions.
So you ask why this?
It says, I'm curious,
I'm open and it
makes her stop and think.
So What you're trying
to do ultimately
is disrupt her pattern,
but not through selling,
not through pitching.
Because, hey, we're
not that smooth.
We don't have that much
experience behind us.
So this is not the
time to do that.
OK, so why this?
Then it's like, why do
you need to do this now?
Could this wait?
Are there other things
that are more urgent?
They just have no.
I really need to do this.
It's got to get done in
two weeks and I need two.
Oh, so this is important.
You figure it out.
And it's urgent,
and I'm curious,
I'm sure you have a lot of
people you could choose.
Why would you want
to work with me?
And you could add in
the little caveat,
I'm going to be a little bit
pricier than most people you
talk to now at your
price point, you're not.
So I want you to
stop even saying
that my price is
going to shock you
and then you say 1,000 or 3,000.
Now, I think in my mind,
that was a low price,
and now I'm going to I'm
going to bid you even lower.
When you throw out a high price,
it needs to be a high price,
but we're not ready
for that today.
OK, so if you're,
I'm probably going
to be the most expensive
person you talk to.
My minimum level
engagement is $10,000.
Is that something
that you can afford?
Then as like, oh,
OK, I understand
now, but at 3,000 and 1,000
pounds, that's nothing.
So let's not talk
about being expensive.
Ok? because you can scare away
a client for saying something
like that and being
too low, it's like,
what is this guy thinking?
I was prepared to pay him
6,000 and he's saying,
this is expensive at one.
Holy cow, I'm going
to offer him 400.
Most likely, they won't even
do that because they think I'm
talking to the wrong person.
All right.
You need to read the
client a little bit.
If the client's
getting agitated,
you need to readjust
your reacting to them.
You're kind of matching
and mirroring their energy.
And I felt like you were
on a very different path.
You were on a script and you
need to get off that script.
Realize not every
client needs strategy.
Some people just need
work to get done.
Take that work.
I think Matthew said, hey, some
clients just want execution
when clients come to us
to make a commercial.
We're just designed an
execution at that point.
We're not going to try rewrite
the script and undersell what
was sold to their client.
One question that you might
ask is once you find out
like, why she wants to
do this, you can say
how will you measure success?
How will you base the
decision on who to work with?
I'd like to know now,
oftentimes if you're sending out
a cold email like this or
a cold email in LinkedIn
and they reach
out to you, you're
not talking to too many people.
Not at this level.
They're not shopping
around too many places.
You just happen to
appear on their radar
at the exact right time
with the right portfolio,
with a problem that they have.
OK and I want you to make one
small change to the words,
and sometimes I use this on.
I'm a little sloppy
myself, but I
want to have you make this
course correction here.
Don't say you might
have different issues.
Issues sounds like
I have a problem.
Like have mental problems.
I have anxiety.
I have all kinds of
problems, say challenges.
What kind of problems are
we trying to solve together?
But the word challenges is
a lot more easy to deal with
and not judging.
Then then issues.
Nobody has a positive issue.
But you can have a
positive challenge.
OK, so what we want to
do is as soon as somebody
is like, I'm ready to buy, let's
have the money conversation
right now.
All right.
OK, so what you can say is
she's like, I need a menu design
and say, OK, look, I don't
know exactly what it involves,
but my minimal level to do
a brochure design is this.
And you could price bracket
between six to 2000 out.
Is that something
that you can afford?
Oh, yeah, that's
right, within my lane.
Perfect So when they
say yes, then you know,
they're at the higher end.
If they show you
hesitation that the lower
end of that spectrum and you
just have that conversation
and just say, like, once
we get into the details,
I can give you more
accurate quote.
Is this urgent?
Yes, it is fantastic.
So here's my next point,
which is be really
be really responsive when
she asks you for a referral.
The answer is Yes.
Don't beat around the bush.
The answer is Yes.
I'll get you something
by end of day.
Is that to work 3, 2 four days?
It's like you're not
really trying to help her.
OK, if you want credit for the
referral, do that in earnest,
like do that with
speed and be responsive
that way they're going
to remember like andimi
really came through.
He readily gave up
referrals for this,
even though it costs him money.
I like this guy.
I trust this guy.
OK I already said it, but
more questions than answers.
That's a consultant.
That is an expert.
You're diagnosing longer
than you're prescribing,
next point is show
me, don't tell me
you describe the strategy part
or all these kinds of things,
and it's just like, it's
like Black magic to them.
It's like, what are
you talking about?
But if I ask you questions
about the challenges
you're trying to solve,
why customers don't buy,
what kind of friction points
you're trying to overcome,
then I know you're a
much smarter designer.
So the way you do this is you
show me in the conversation,
you don't tell me about it.
And I already heard that
time was precious to her.
So when you said, oh,
discovery or strategy
will take a week and two
meetings and 8 hours,
I'm thinking, Oh my god, this
is so overkill for a menu
right now.
So I hate to say
this, do you, me?
And this is good practice for
you, and I hope you take this.
It's pressure, right?
Right I hope this would be a
call on 10 things you should
not do on a sales
call on a cold lead
because you literally
just went down the list
and hit every single one.
OK, all right.
So we're going to improve.
OK, I'm so glad that you
and Maria get to practice.
I want you to
practice differently.
I want you to try it again
and see what happens.
Ok?
you'll see the energy change.
And if Maria's on is in
today, she's on, she's out.
Maria, can I bring you online?
OK, Hello.
Turn on your mic, Maria, Hello.
How did you feel
doing that role?
Play with him?
Can you remember
how that went down,
like you're feeling
as a potential client?
Yes I mean, later on,
I tell him my feedback.
What I told him is when he
was talking about strategy,
even if I was interested, I
didn't know what I was getting.
I couldn't understand.
Do I get a leaflet?
Do I get theory?
Do I get something hunt?
That's why I was pushing him.
So what is this thing?
I saw how I felt then.
How I feel now is I
see the hesitation now.
And I didn't realize that he
overtook the conversation when
that I was listening
to him and I
tried to be respectful of
his work and his process.
But on the other hand, I try
to make sure I still have
what I need in the end.
Perfect OK, here's what I'm
going to say to you guys
that are practicing.
This is lovely.
I just encourage you
doing this as often
as you guys can at
least once a week
when you're doing your
peak performance call.
Here's what I want you to do.
A lot of designers are
kind to other designers
when they play the client role.
They almost want to give them
the job because we feel bad,
like we never want to
be our clients, right?
But you're doing him and
yourself a disservice
if you do this.
I want you to be the client.
Like, wait, wait, I
just wanted a menu.
Now you talking about you're
confusing me right now.
Just be that person.
Ok?
it's a natural tendency for
us to do this because we never
want to be those people.
It's like if you have a bad
relationship with your parent,
I never want to be like that.
I never want to be like, mom.
And then you overcorrect, right?
But in this case, they
need you to be mom or dad
and just be that tough person.
OK you you've had conversations,
really tough clients before.
I need you to be that,
not to be a jerk about it,
but just to be a real
person, so that when
dimi gets into the renal
arena and he does battle,
it's like, oh, I'm
familiar with this.
These same punches are
being thrown at me, not
like somebody who's going
to just take me there.
OK all right, and
you guys may want
to try the Dan Sullivan
question, which
I think everybody in
this group is aware of,
and it goes something like this.
Three years from now, if you and
I are having this conversation,
what has happened?
What, what has happened?
If you're looking back on
this to make you both happy
personally and professionally?
Nice help, you need
to realize something
small businesses don't
understand strategy,
they barely understand
local design.
They don't even
understand branding,
so you're going too many
steps ahead of them.
That's why I say to you all.
Everybody's at different stages.
Don't try to oversell something.
And people just
understand that when
you're getting to those
conversations with $100
million company, they might
understand the strategy.
100 million dollars,
they might understand it.
So when we talk about
mom and pop shop
that needs a menu
down the street
that they're going to be
doing less than 3 million out.
They have no freaking clue.
They're just busy
running their business.
They might have
inherited the business.
They might have grown up
in the family business.
So understanding
any of this stuff,
this is just a bizarre
concept to them.
They're not as sophisticated,
so don't go there because you're
going to lose the sale.
Somebody wanted
to say something.
I heard somebody say it.
No I don't think so.
OK, fantastic.
Whew, that was a good one.
All right.
So I have my notes
from that now.
Who? who's going to go next?
Let's do it.
I'll go.
OK all right.
Yeah OK, go ahead and
share your audio thing
and don't share yet, I mean,
we'll get ready for that.
Give us the context and
then play your audio clip.
OK, so I had to.
One was an audio.
One was through
Instagram messages DM.
The audio clip came in through
a referral from a friend,
and she essentially just told
me that she needs a logo.
Can you help her out?
I'm like, sure, and they
connected us through LinkedIn.
I had introduced myself and
I set up a time for the call.
And that was pretty much all the
contacts I knew at that point.
OK I did ask.
Sorry, I did ask my
friend beforehand.
Can you tell me a little
bit more about her.
So I can kind of just see how
I can be the most helpful?
I did look her up
a little bit just
to see what she's up
to on LinkedIn itself.
And it seems like
she's a busy bee.
She has a lot of
things going on.
She wants to do like
a lot of ventures.
She's an entrepreneur.
The outcome of the
call was, I don't know
how I felt at the end of it.
I think that I scared
her off and I probably
talked too much like I had
points where this is good.
And then I said too much.
And I started to
feel that right away.
And I couldn't.
I couldn't find a way
to retreat back from it.
And I did manage to get
feedback from my friend.
I haven't followed
up with the girl yet.
I did manage to get feedback
from my friend asking her, hey,
did you buy it by any chance?
Talk to her and does she give
you any feedback on our call?
And she said something you
probably should ask her,
but the only thing that
she told me is it's pricey.
That's it.
OK, fantastic.
Let's get to it then.
Sure, the audio.
We'll do this.
And then Sean, to
Megan, I saw you.
So you're up next.
All right.
OK I didn't think I'd make it
because I had a client meeting,
but it looks like it
might be a no show,
so I'll be here if someone
shows up on my behalf.
All right.
Did you?
Does he want to go first?
If he has to go, I
can let him go first.
No, we're set up.
No, you're right.
OK the other thing where the
kids are going, no problem.
And so I was just kind
of talking with her
about what I wanted to do.
And that was I've been
real estate investing
for the last 11 years to
renovate and build and flip
and everything you can imagine.
I've done it like wholesaling
extraordinarily good stereos
and subject to
renovations, get jobs
and new bills and everything.
And I told her, you know, it's
not really my passion anymore.
My passion is speaking
up, and now I'm
living on my pretty
much I get a podcast
and now working on real.
So I'm working on kind of
more of a media platform
to speak and provide
entertainment,
new stuff like that for my
social media platform, right?
And so that's kind
of what I know now.
I started tweeting of
media and I love to speak.
I love to do podcast,
and I'm trying
to get that up and
off the ground.
I'm an entrepreneur,
you know, and I just
I was bored with real estate,
so I lot of take, you know,
that's awesome.
And just, you're chasing
what you're passionate about.
So you've done a
bunch of things.
And now your focus is
want to be a speaker,
a motivational speaker
or what kind of issue?
Oh, sorry.
Can you hear me now?
Yes OK, sorry about that.
Yeah so I'm just
trying to understand.
So you you've done a
bunch of things and now
you want to gear your
focus towards becoming
a motivational speaker.
All right.
It's horrible.
Yes, it's motivational
speaking media.
Yeah, pretty much.
Yeah OK.
And then what are your goals?
What are you looking?
How can I?
How can I help?
OK, so basically what I want
you to do is get a local OK.
And I guess that's what do it?
Yeah, we're a brand
identity company,
so we do brand identity design,
local design, stationery
and a bunch of other things
around graphic design.
Now, if you don't mind
me asking, what are you?
Is this something that you're
starting new from scratch
or is this something you
already have developed?
This kind of something
new that I've started?
OK, so handiwork means something
will get us started, right?
And now, is it something that is
this something that you're also
just is this going to
be your full time gig
or is this just sort
of a side side passion?
It is going to be my who I
want to be my ultimately,
ultimately, I want to
see Michael typekit.
OK, I'll never really
walk away from military
for because, you know,
I just I just will,
but I don't want to do real
estate as my primary career,
anyone to do as media respect.
OK, so the reason
why I ask is I do
get quite a bit of calls
for identity design and logo
design.
And you know, in
most cases, we do
tend to be a little
higher in price.
So I want to make sure
that where the right fit
for whoever we're working for.
And typically,
people that are just
doing this sort of
as a side passion,
we don't really end up aligning
because again, it ends up
being too pricey for them.
So that being said,
is there like,
have you know, what did you have
what are your goals in mind?
Like, why were you thinking
that you needed a logo
to start off with
as far as know,
setting up this new venture?
Well, you know, the
professionalism as well as,
you know, for people
to remember that they
have to listen to me
or my site, you know,
I think that if I'm
going to be a business,
I should have some
sort of order.
Don't you think so?
But I've been able to say
Yes because of what you do,
but well, it's
important for you.
I want to make sure that is.
Is this something that you are?
You know, again, everybody has
a different way of setting up
the way they do it.
And definitely a
logo is a good way
to identify your
business, right?
And you know, from
what I'm understanding.
It feels like it's
possibly something that's
important for you to get right.
Again, everybody values logo
and designs differently.
So it's I'm just
trying to get I'm
trying to gauge and
understand like,
what does this mean to you?
Because again, people value
certain things differently.
And depending on what stage
they're at in their business,
it might be, you know,
appropriate for them or not.
So absolutely, you're right.
Like logos, a good way for
you to identify yourself
or differentiate yourself
from your competitors.
If there are any or
your public or your,
it can be a personal brand.
It can be a bunch
of these things.
So, yeah, and I mean,
that being said,
typically, you know, from
a brand identity project,
we're typically charging
anywhere from 7,000 up,
you know?
So is that something that
you're comfortable with
or is that, you know, how
do you feel about that?
Well, would honestly,
I have not tapped
into any sort of
pricing at all yet,
so I didn't know that
it was that much.
But like I said,
I've just started
to check into
everything right now.
Yeah, Yeah.
I know it's I know it's
important for me to have it,
but I definitely I don't I don't
know anything about pricing.
So am I the first person
you've talked to you in regards
to your logo design?
Yeah, you are right, but
here's the bigger problem.
And so I was curious what the
US allies are comfortable with.
So yes, that's people
we've done typekit.
We've worked together
and we do talk about it.
But you suggested that
with everything she's
coaching me on
now that you know,
getting a logo is something
that would be important.
And she put me in
touch with you.
So, yeah, and you
know, I'm glad,
you know, I care and I
have worked together.
And so, you know, she's like,
I said, she's a great person.
You know, I would first thing
I would suggest is, you know,
definitely, you know,
you got to make sure
that you're comfortable
with whatever you're doing.
So definitely take
a look around.
You know, I do
realize that we are,
like I mentioned before,
we are on the higher side.
But for us, we
typically want to ensure
that whatever we do for
you, making sure that we're
going to get it right.
You know, and I
would encourage you
to take a look at
some of World work
and just to kind of understand
if this is something
that you see yourself in.
And we typically have a
process that we go through
in order to ensure
that we're delivering
the right stuff for you.
And that's something we can talk
about again, based on the fact
that if you see
alignment there or not.
But yeah, it's something
that I do encourage people
to make sure that they do get
comfortable in knowing what
they're doing and they
approach it in that sense,
because sometimes you don't
have the right alignment
with the people
you're working with.
And then it can kind of be
very much of a painful process.
So that's always asking
how important is this
for you to get right, you know?
Right, right?
OK well, I'm glad
that you called me.
Said I kind of checking
around and doing
what I need to be prepared for.
I guess it's great because then
I just started doing, OK, yeah,
we can end it there.
Do you hear me?
Yeah, I can hear you.
Unmute myself, OK, fantastic.
All right.
OK so for expediency,
because I want to try and get
through as many of these calls
as possible, some of your calls
are quite long.
I'm just going to cut to
it if you guys don't mind
instead of asking everybody.
So I'm just going to
prompt you right now
to give your everybody
that's listening
to us a moment to write down a
few thoughts in terms of what
role could do a little
differently in terms of how
he can improve that call.
OK, I'll queue in the prices,
write music and everyone just
write it down, I
just want to give you
a second to think about it,
to write some things down.
And let's play a game.
How many of my answers
do you agree with
and how many of those things did
you pick up during this call?
I give you guys a few more
seconds, and then I'll jump in.
OK at the beginning
of your call,
it was really hard to hear her,
your voice was obviously clear,
so it took me a little while
to get into that conversation.
But perhaps it wasn't
so much the quality
of the audio recording.
I couldn't tell what the
heck you guys were talking
about for a really long time.
And I don't know if this is
typical of one of your calls
where it seems to like
dance around a lot.
This is why I say to you guys,
like, get focused, get fast,
because whenever
somebody new calls you,
they have a tendency just to
have diarrhea of the mouth
and they just start
talking, oh, it's
like vomit all over the place.
And I don't know
what to do with that.
So I need to take control of
the conversation pretty quickly
and give it some direction.
I believe what you told us
was this was from a referral.
And that's a very positive
sign because you already
have social proof.
Somebody that likes you and
knows this person they trust
has recommended you.
So this is a very warm
to possibly hot lead.
We just need to get into
the specifics and the price.
It took a really long
time to get there
because people just want to
tell you all kinds of things.
So I'm going to
ask you a question.
How can you phrase
something to take control
of the conversation so
that it just doesn't
wander all over the place?
Because I get the
feeling, I get a feeling
that I may be wrong
about you specifically,
but probably right about
how most people get
into this kind of conversation.
First, you're filled
with excitement.
You're just glad
for the opportunity
you're trying to figure out
while they're talking how
you can bring up
money and figure out
if this is a fit for you.
So even when
they're talking, you
might not be 100% present
because you're thinking,
how do I get it there?
How do I get it there?
And they may or
may not say things
that are relevant to you.
So at the very beginning, we
just need to get it there.
So how might you do that
in a way that's not.
That fits within your
style of communication.
I think when I was really
listening to this right
off the bat, she said
a bunch of things
and I could have I could
have stopped her there
and just said, hey,
this seems like a lot of
or I could have
understood that she's
somebody that likes
to do a lot of things
and just gotten right into it.
Hey, you seem like
a busy person.
And from what I understand,
this is what you're looking for.
Is that correct?
Just dive right into it and then
don't even ask more questions.
Just get into the minimal
level of engagement
and let her know the price
that this is what we start at.
Is this something that you're
comfortable moving forward with
and then have a deeper
conversation on everything
that she's passionate about?
OK, so let's do you know what
we're going to do right now?
You do know what
we're going to do.
I want to be the client.
I'm going to roll with you right
now and we're going to see.
OK so I'd like for you
to figure out a way
to say it so that we can
start talking about what's
important for you to know and
do in a way that's friendly,
that's open and transparent.
OK, I'll tell you how to do it.
Role-play after we watch
you spin your magic.
OK so I'm just Chris, and I'm
just going to be the future.
I'm going to call you up, ok?
I'm going to get right to it.
You ready?
All right.
So you need to get something
from this conversation.
Hey, Roy from Tina will that
you're an amazing designer
and you know, that's the future.
We have this content
education platform,
and we really need to
sharpen up identity.
I feel like we're
all over the place.
We have a YouTube channel,
we have Facebook and Twitter,
and we do a lot of
social media posts.
And I have a team of 10
people that are in house
and a couple of people
that are out of house.
And I don't know, I kind of
heard good things about you
and should I tell you
more about our business,
what we're trying to do?
He said a lot of things.
And first of all,
Thanks for calling me,
and yes, TNN will are awesome.
OK, so how can I like,
like I mentioned,
you said a lot of things.
If you were to focus
on one thing right now,
what can I help you out with?
Oh yeah, I think we
need like a brand.
We need like voice
and messaging.
And so many parts and pieces,
lower thirds and pages,
which is there's a lot of
design work we need to do.
And I just feel overwhelmed
all the time because I
need stuff done, you know?
OK and why do you
need all these things?
Because we're moving
fast as a company,
I feel like we're scattered.
OK, so you have a lot going on.
What kind of timeline are you
looking at for this project
sooner than later?
But I don't know.
We're using our
stuff all the time.
Our team is growing.
And I think it would
be better if we
could get on board quicker.
You sound.
I'm just going to I'm
going to stop right there.
You sound a little frustrated.
Is that OK to say to
somebody, Oh no, no,
don't break the role.
Play with me.
Oh no, don't break.
OK, all right.
Don't break, don't you?
You sound a little flustered.
I want to.
I want to kind of give you a
heads up before we get started.
We do have a minimum level
of engagements about 10,000.
And it can go up from there.
Noticing that you have a lot
of work that needs to get
done before we even
dive into this.
Is this something that you
are comfortable with moving
forward?
Yeah, no problem.
10 thousand, we can do this.
OK, great.
So what is the quickest
way to get to it?
All right.
It wasn't that hard for
you to say no right now.
I'm actually not
frustrated or anything.
So you're reading that.
I'm just I got a lot
of energy to do things.
So ceos, executives, they
were just ready to go.
They're just like, I'm
ready, I'm ready, I'm moving,
I'm making decisions.
I need people to
move fast with me,
and you may want
to match my energy.
Ok?
this is what Tony Robbins
calls magic mirror.
You match them and then
you bring them to yourself.
OK so I was hoping
you would interrupt me
because I can keep
talking, and then I
feel like you would not
interrupt me at all.
And normally I would say
never interrupt a client,
except for when they're
doing the brain dump.
OK, right?
So I'm going to tell
you how I would do it.
If a clients come in
talking really fast.
But I got a lot of things
like, whoa, whoa, bro, you
have so much energy going on.
I can't contain it.
Let me ask you a quick question.
I'm sure you're
busy and you have
a lot of people
you want to talk,
to figure out who's
a good fit for you.
How will you make
that decision and can
we talk about budget
sooner than later?
You see what it just did there.
I match the energy level and
it brought it back to normal.
So they go crazy, you're going
to go crazy if they're chill,
you're going to
be chill and then
you bring them to
where you want to be.
So a lot of times when I say
when we're on these calls,
I'm just managing energy, I'm
just managing it all the time.
Does that make sense at all?
Yes, it does.
And I seem to be
getting a lot of clients
that have the brain dump.
So I got to figure out that.
I'm going to be honest with
you, if you're actually
talking to real clients.
They're going to be like that.
It's not you.
Yeah my initial thoughts
are just to sit and listen,
and that helps me.
Like, I've always looked
at it as if I interrupted
or if I said
something in between.
It might feel like
I don't really care.
I'm in a rush, and
that's been my problem.
Yeah look, these are people
who have lots of things to do.
Allowing them to talk doesn't
create any value for you,
believe it or not,
because they assume
everybody they talk needs
to be talked to like this.
You have to disrupt
their pattern.
In a way that's
non-confrontational, not
disrespectful.
That's why I'm like, whoa,
whoa, hold on, hold on.
You're telling me too much.
Right, and I'm trying to process
everything you're saying,
but I think
ultimately what you're
trying to do on this
call is to figure out
who you want to work with
and whether or not we're
a good fit for each other.
So the way I need to
know that is we've
got to talk about
scope and price.
And before we get into
the details of the scope,
I'm hearing x, y and z, if that
sounds about right for that,
I'm going to need at a
minimum this kind of amount.
See, a lot of us are
afraid to talk about money.
A lot of us are afraid
to interrupt the client
and generally, the
rule of thumb is never
interrupt the client,
except for when
they're doing the brain dump.
OK, I need everybody
to write that down.
Never interrupt a client
unless they're doing the job,
because you cannot make
sense of all this stuff.
You cannot write fast enough.
So that means you can't listen
and you're trying to catch up
to the conversation.
And there are seven
layers deep into it.
Or if the clients
are using terms
that you don't understand,
like, I deliberately
started talking about
lower thirds and end pages
and all these kinds of
things that you might not
know anything about.
Whoa, that sounds fantastic.
I don't even know
what that means.
So you have to stop them.
Because pretending
like you understand,
is not good, either.
Now there is one thing I
heard on your client call
that a So here's
the crazy thing.
Most of us don't interrupt,
but when we interrupt,
we interrupt for
the wrong reasons.
So we need to interrupt
the brain dump.
We should never
interrupt the compliment.
I don't understand
that on that call.
As I was listening, she's like,
I heard so many great things
about you from.
And then you cut her
off like, no, this
is the time for them to tell
you how much they love you
and you cut her off.
I'm like, what are you doing?
Are you uncomfortable
with people showering you
with compliments?
And I don't know,
maybe, maybe, right?
So when somebody gave
me a compliment, just.
When somebody is like,
I want to work with you.
Don't say anything.
Just listen.
Just like, wow, that's cool.
I'm going to have to
send Mary flowers later.
This is fantastic.
Right?
nice bottle of
wine or something.
I don't know what you do.
OK so in that
conversation, it was really
all over the place, amorphous,
having a hard time finding it.
When we got to the
number, you said a number
and she didn't
know how to react.
And you have to
remember people don't
know how to react to numbers.
Because we need context,
everybody needs context.
So this is one of the big
ideas from pricing creativity
that you are encouraging
your potential client
to go out and get two more
bids so they can find out
whether or not they
can afford you.
That's why he recommends
putting out three numbers.
So that they don't
have to do that.
Now, this is a little
bit more advanced,
so I'm going to say this
very specifically for me
and everybody like
me on the call.
You don't need to
do this, you guys.
You don't need to do the three
pricing things because it
gets pretty complicated.
It's a more
sophisticated client.
But just remember, they need
to compare you to somebody,
so you might as well help
them compare you to somebody
right now.
So what was the woman's
name again, the woman
you were talking to on the call?
And it's Candice.
You can say, Candace,
I'm sure you need I mean,
this is where we're
fully transparent.
I'm sure you need to talk to
a few people or are you ready
to make a decision based on
how this conversation goes?
And she's like, no,
I probably need it.
OK, so how will you decide?
And you can talk to somebody on
the lower end of the spectrum.
As a matter of fact, you
can go to five or 999 design
and spend a couple
dollars and get that done.
If that's a good solution for
you, if that's a viable option
and encourage you to do that.
You're wasting your
time talking to me.
You can find somebody for 4,000.
And this is what they might do.
I was going to come in at 7,000.
And I'll tell you why it cost
as much and then let them talk
and then they can figure it out.
And then if they throw
an objection at you,
then you can start to
use some of the questions
that we've taught you how to do.
So if I've been in
business for a long time,
I know what every
client sounds like
and he hasn't had
a lot of clients,
he's going to have to
pretend like he knows what
every client sounds
like by borrowing
some of these conversations
that we're having right now.
Right?
whenever a client calls me, they
either want this, this or that,
or they need to
compare this or that.
I know this because
I've had hundreds
of these conversations,
and so at some point
you want to start to adopt
some of that in your dialogue
with your client, even
when you're starting out.
You wanted to say something.
Yeah, I think it
was just I'm trying
to I've been trying to
work on figuring out
what the framework is to get
to those right questions,
and I think that's
the hardest part
is like, yeah, I know I need to
ask them, how will you decide?
But then asking
them a one simple
follow up question to
lead to that is the issue.
And I'm taking those down
on all the right questions,
how can I just
simplify this process
and what prompts can I use?
And it's yeah, I find that
that's going to help you.
I'll help you.
I know what's going on.
You're a smart guy and
you have all these notes
and you have this script and
a notebook full of ideas.
And then when
you're in the call,
you're like, where am
I on this conversation?
It doesn't follow the
script and never does.
Because we're humans,
we're not robots.
We'll say different things
at different points in time.
And then you're
trying to figure out,
I have an answer to a problem.
I'm listening to the point.
So you're trying
to match us all up
and it's very, very
difficult for you.
I'm going to tell
you something very
different than what I told me.
OK, so everybody that's
in Raul's position, this
is what you need to
lean into right now.
OK all right.
In order for you to do
business with anybody.
Two parts have to happen.
The client needs to find
out something about you
to figure out, am I a good fit?
And you need to also find
something about the client
to see if they're a good fit.
So everybody right
down right now?
Just take a piece of paper
or anything you've got.
Draw a line down the middle and
write down what does the client
need to know about me?
Write three things down.
And then what do I need to know?
Three things about the client?
Write that down.
OK the left column, what are the
three things the clients need
to know about me and I already
know the answers to this.
What are the three things I
need to know about the client
and you'll find if
you know clients,
well, this are a remarkable
amount of overlap.
So I'm going to give
you a few minutes
to write this thing down.
And I'm going to
make a note of this.
OK and you guys tell me.
Hey, you guys.
Was that enough time?
We're digging a
little more time.
I think we need a
little more time.
OK, OK, good.
Just keep working because
I'm making the notes
from this conversation.
OK, and then second, I'm
going to share my deck,
so take as much time as you
guys need until I'm done
and then that's all
the time you guys get.
I want to browbeat you, but
you should know the answer
to this already, because
what the heck are you doing
on the call if you don't know?
But this is good because these
are things that my business
coach taught me.
It's like, what the heck are
you doing the call, chris?
I'm like, I don't know.
Well, that's why your calls
sound like the way they do.
Oh, OK.
I need to change that, right?
Yeah I should just share with
you my deck as I'm doing it.
Shared the screen.
60 point.
And I hope you guys are
finding value in this,
and I'm happy to do this as many
times as you guys want me to.
OK, I'm going to
share my screen now.
So what do they need
to know about me?
Is that is that
not sort of kind of
determined if we're
mirroring them?
Should we not adjust what they
need to know about me according
to their needs?
Or is this so you need very
different things, potentially.
Don't worry about that.
We'll just stick with me.
All right.
All right.
I have nothing here.
These are just generic bullet
points that come from my deck,
right?
So what are the three
things the client
need clients need to know
in order to work with me?
Number one answer on the board.
If we're playing family feud,
I've surveyed 100 pro members.
The top answer on
the board is what?
Abilities, capabilities, that's
not the number one answer,
keep going.
Cost, Yes.
Price price, right?
They have to know the price.
Thanks experience experience.
OK, I'll write this down.
So then we'll figure
out what else what?
Timeline timeline.
You can help them.
If how would they
know that though?
Well, that's why they're
talking to you, right,
to determine how you can help
them or if you can help them?
OK, who's talking right now?
What's your name?
I can't see you.
Agnieszka, you need OK.
If if you hire people.
Not yet, you've never hired
anybody, ever a freelancer.
OK, Yeah.
OK, well, how do you decide
how to work with them?
Um, I have a budget,
and I try and determine
how if they can get what I
want done Well and how will
you do that depends on.
What I'm buying, but either
a portfolio or a password.
Yes, that's it.
Body of work, ok?
Oh, OK.
What else?
I think this is related to the.
Let's go a little
bit more basic here,
like the kinds
problem is solved.
Well, you say that
one more time,
the kinds of problems that they
solve that they can help solve.
OK, so your capabilities,
somebody said before.
Yeah, sorry,
capabilities, right?
Like, do you do what I need?
Right OK.
I trust you.
Yes testimonials.
OK so they're looking
for a social proof.
It's the bigger term for that.
There's one more word
I'm looking for here.
I'm just going to write it
down just to kind of save time.
Ok?
will try to know if I'm the
less risky option for him.
Yes OK.
I would say process
to OK, and then I'm
going to just right in here.
I do.
I like you.
I mean, that's a pretty
big one in my book.
And that's the one that when we
say tone, eye contact and all
that kind of stuff, that's
where that matters, right?
OK, now I'm going to resort
this in a second, OK,
but we're going to
work on your list.
Now And what are
you going to say?
What do you need to know?
Can they afford me?
Budget how they'll decide.
Goals?
no.
OK, well, that's how
they're going to decide,
but what did you need to
in a very selfish way?
What did you say?
Goals?
I said goals.
OK, I want to write that down
their ambitions and challenges.
The pipeline line, right?
Go ahead, keep going.
I can hear you as long
as you don't talk exactly
at the same time, go ahead.
I have as say that five
people talk at this time.
OK, you guys, I can't manage
you and right at the same time.
So you guys just
pick it up next.
Does he know the value of my
work, especially for strategy?
OK do they know what do
you need to know, though?
Is he the shot caller budget?
OK, OK.
Are they the decision maker?
Do I like them?
And do I like them?
Points point the pain
points or pain points.
OK keep going.
Anything else?
A couple of things
I can think of.
Are they?
Are they engaged?
Like, are they married?
I'm just kidding.
OK, well, what do my
capabilities line up with?
What they are looking for?
OK can they afford me?
Where did he do that budget?
It's at the top of the list.
Can I solve their
problem, right?
OK Yeah.
So fear, what are
they afraid of?
OK it's very interesting
your list, guys.
It's a little surprising.
That's why we said we
need more time like, huh?
You guys are coming up with
some interesting answers here.
Let's Bowl the top three
things on the client side,
and then let's Bowl the top
three things on our side.
But I don't know if
you guys said this,
but I'm just going to right.
Schoop I don't know why
nobody said scope, but I did.
I do kind of need to know.
OK, let's do this, guys.
I'm going to read
through the list here.
Everybody can see my screen.
Yes why this?
Here we go, full screen.
So what are the three things the
clients need to know in order
to work with you, right?
They need to know
what's the price.
You know, if you have
the right experience,
when can you do it
within the timeline?
Like how long?
Just amend that.
How?
does your portfolio support
what it is that they need?
Do they see something there?
What are your capabilities?
Can they trust you?
Do you have social proof?
Are you going to
be risky for them?
Do I understand your
process and do I like you?
Now this is for the first call.
This is for the very first call.
OK, now which ones
would you say has
to be the top three answers?
And I know this
from crowdsourcing.
There's 47 of you on
this call right now.
If we double this number,
I'm pretty sure the answer
would be the same.
Let's pick the top three.
What do you think the top
one or two or three are?
Personality doesn't
even on the list,
but I add it like
you do, I like you.
OK do I like you?
Ok? would you guys agree?
Mm-hmm All right.
OK, if you're not
in a noisy room.
Go ahead and unmute yourself.
I'll talk to you, right?
It's got to be.
Price got to be priced.
And trust, trust, trust.
OK all right.
Good all right, does
that sound about right?
So we want to build trust.
We want to be clear
about the price
and we want to
establish rapport.
That's how I like you.
You have to be a
likeable person.
OK, let's move on to
what we need to know now.
What we need to
know is how we're
going to make our decision.
So a lot of the answers
that you guys gave
was like how they're
going to make decisions.
Forget about them right now.
It's all about you.
Because they can love
you all you want.
I don't know, this
is not good for me.
How will you decide?
So right now, the problem.
Solve the problem I see here.
Can I solve the problem?
Can I?
Can I solve their problem?
Would you guys say that?
Yeah I see.
Yep OK, I hear, Yes.
OK NASA's budget budget
got to be budget.
OK, what else did you
make up the timeline?
Timeline scope, OK, fits
into, can you solve it?
Because if the only reason you
can't hit the timeline is you
can't solve it.
That is true.
So that's a catchall,
but I'm going to do this.
The scope usually
includes timeline, OK,
so I need to know that.
OK, so I'm going
to Bowl this one.
And do we want to add
anything or remove one thing?
Those are the three
things that you need.
I feel like it's almost
like the same thing.
It's the same thing.
Do I like them to say,
well, let's do that.
All right.
Let's do this.
OK, you guys, before we do,
before we connect the dots,
is there anything that
you want to change here?
I think we can.
Sorry I would do goals
and do I like them.
I kind of put those
two things together
because if they're
not, they're not.
Well, let's make a case for it.
Then who thinks goals should
be one of the top three things?
What are their goals?
Do you need to know that?
So in Demi's case, I need to.
I need.
What was it?
Not a menu.
It was a menu.
It was about, I need a menu.
Do I need to know their goals
to take on this project?
Absolutely Yes.
Yes or no?
Yes, probably.
I need a menu.
Go ahead.
Well, if I like them, I'll
figure out their goals
and they're typically
coming to you
based on the fact that you
have some sort of expertise
to execute their goals.
So if it's a menu,
you've done work
that showcases menu design.
So I don't know if gold yet.
OK, I'll tell you, I
feel like it falls under.
Can I solve their problem?
I kind of feel like that.
That's that's a mini.
Can I solve their problem?
You have to understand
their problem
where you would cover gold.
Like trying to solve the problem
to help them reach their goal.
It's very similar.
OK, here's how we
can think about this,
because we're slicing
words here, and that's OK.
If I were to put
you guys on a game
show and I only allow you
to ask three questions.
To a prospective client, what
would those three questions be,
and we could do that
right after this?
OK, I want you to think
about it like that.
What would those
three questions be?
OK, now I want to just try
as an exercise, I mean,
we're doing this live,
so it's totally not work.
I'm going to try.
You know, bob, this up.
OK, so this arrow here.
They will make this arrow read.
It's a little easier to see.
OK, I want to try to line up
one of these things right away.
So price and budget, guess what?
It's a one to one connection.
Anybody going to
disagree with me, I mean.
I mean, you'd be crazy
to disagree with me, but.
It's one to one
relationship, so when
we delay the budget
conversation, what
are we preventing the
client from doing?
We're preventing them from
deciding who to work with.
So why the heck are you guys so
reluctant to talk about budget?
Why is the money conversation
such an evil conversation
for people that boggles my mind?
Right? so when somebody
asks you how much?
Tell me how much?
Don't give me a
long explanation.
Just tell me how much.
OK especially if you're just
trying to close a client today,
if you're going to
talk to any client.
Rule of thumb, anything
under 10 15,000.
Don't try to do
this big strategy
conversation it's way out of.
It's just way out of
what they're thinking of.
When you're talking to a
client above 10 thousand,
then the answer becomes
much more complicated.
Or it can be the answer,
then might be it depends.
But here's where we start.
But for the most part,
if you're under 10k,
just tell them the price.
There's not a lot to
gain by telling them
the whole complicated answer.
OK, let's talk about trust now.
How can they figure out
if they can trust you?
Where would we connect
this arrow to, so where
would I put it to?
I think if you show them that,
you know, their pain points.
OK, so you're saying here.
I think if you understand
their ambitions and challenges.
Yes, I agree with that.
I mean, because if you can
anticipate their pain points,
they relate to you
and they trust you.
Yeah, I agree.
Goals, ambition,
challenges, scope.
A pain points and solving their
problem are all the same thing.
OK so you're saying that
there are all the same,
but I don't know if a trust
is like if I understand scope
and timeline, that's just
I think I can cross off
the list, right?
So I don't necessarily
know if that's
going to be the thing that's
going to build you the trust
that you're hoping for it.
Like if I ask you about your
budget and your scope that
doesn't build report just yet.
OK, what else?
Say the same thing.
Like the way I build
trust with someone
is by being engaged and
having a conversation.
So I wouldn't have put ambition
in challenges with trust.
OK, so you're going
to put engaged,
I would engage to
make sure that.
In fact, I'm going to totally
left the conversation.
How are you going to trust
them to do your work properly?
Oh, OK, sure.
So you need to stay engaged,
is what you're saying.
Yeah, and from this side
of the column, it's like,
are they engaged
in this dialogue?
So that's fine.
It works.
OK, so let's move on.
Do I like you?
Where would this map to?
Or does it?
No, go ahead.
When when you build report.
When you're what, when you
build a weapon with them?
Well, with clients.
Yeah but it's kind,
it's like a trust.
It is, it's similar,
right for me, Yes.
OK all right.
So this is what we
need to know for us,
and this is what
they need to know.
So if we were to begin the
conversation with a client,
I could say, I'm sure
you have a lot of people
that you need to talk
to and you probably
need to figure out
who you can trust.
If the price is right
and if you like them.
So in order for us to
have this conversation,
I also need to very
similar things.
I can be 100% transparent
about it because I know.
You understand it doesn't
have to be a complicated.
Before you tell me
every juicy detail
that we're going to need
to know at some point.
I'm going to make a guess
here, an educated guess,
because I've worked with
clients for a number of years
that most clients need to
know what the price is.
If you can trust me and if
you like to work with me.
Capabilities might come
into play at some point.
Body of work, but if chances
are they're reaching out,
you've already
qualified on that level,
so I wouldn't even go there
unless they bring it up.
And sometimes they'll
bring that up.
So now we're going to go to the
next part of this next part is,
what are three questions
that you can ask
if you're allowed
to go in the room
and only ask three questions?
Keeping this in mind, what
are the three questions
you would ask?
Now I'm going to give
everybody a few minutes
to write those things down.
They're going to ask
those three questions,
I want to write a list for you.
OK so everybody put
your thinking hat on.
Knowing what they need to know
and what you need to know,
we're trying to devise
a three best questions
to figure this thing out.
And we're going to crowdsource
this with this amazing group.
While you do have scope and
timeline with three major.
You would want to
switch up the scope
and timeline with the
local decision makers
because I need to know
who's going to get
who's going to be decided.
OK, that's fine.
So here's the
beautiful part you get
to write the question
in which way you want,
and each one of
us could walk away
asking very different questions
and be very successful.
This is just like,
unfortunately, I
can't bring you all
into the studio with me.
We would work this out and
we'd spend more time doing this
and be a little bit more
Democratic about this versus
like a couple of people
yelled it out, right?
But I'm going to pretend like
we all came to this process
and it was thought
through and voted on
and all that kind of stuff.
But you guys can write
whatever you want.
But in the meantime, I'm
going to update this document.
All right.
Are you guys ready?
Do you get a little
bit more time?
I'm ready.
You got your three
questions, everybody.
OK, I'm going to be
your note taker here.
So while Rawls says he's ready,
I believe that's who said that.
You have a little bit more time.
OK, what are your
three questions rule?
What are your goals?
What is your budget and
what will help you decide?
Sorry what is your
budget and what
will help you decide today?
OK, anybody has
any other questions
they'd like to contribute.
I had my third
question was if they
were familiar with
any of our work,
but I actually like
rules better because.
OK all right.
Makes it irrelevant.
OK, I just split the
first question to.
So I asked what their
short term goals are
and their long term goals.
OK anybody else?
Yeah my first question
is, why are they
interested in talking with me?
I anybody else?
My first question is,
how can I help you?
What's the problem?
Anybody else?
What are you doing now?
Well heard one go.
Why now?
Yes, I see a pattern.
I just write this.
Good how will it look like
if we hit it out of the park?
OK, next.
I had what benefit do
you hope to achieve
and what is your
budget for that?
That's two questions you
give me, and I was sneaky.
Well, we already said,
what's your budget, right?
Yeah, what's your
budget's already there?
So sneaky.
But are you the decision maker?
OK what is your timeline?
Anything else?
OK done.
All right.
See, we're doing homework
together, you guys, ok?
This goes here.
This is not this.
All right, so you guys get this,
I mean, you need to a budget,
scope, timeline.
And can I solve their problems.
So we need to kind of
know what the problem is?
So here are the questions
that you guys have asked.
All right.
I'm not going to spend
too much more time on this
and we'll export this.
I need to get Sean
on the phone, so I'm
going to hit pause
on this, guys.
Hopefully, unless
there's something
that is burning hot right now
that you need more clarity on,
then I'll address it right now.
Otherwise we're
going to keep going.
Does anybody have
anything they need
to know right now or they
want to challenge something
that we're doing?
Fantastic Sean, are you still
there or did he have to jump?
OK I don't hear
anything from Sean.
All right, we're back.
OK who else recorded a call that
is ready to throw themselves
into the pit?
I got one.
OK Mason, you
ready, ready to go?
Who the other person?
I'm sorry, I didn't see you.
I was Van OK.
Mason, why don't you go?
And then we'll try to
do this real quick.
OK, go ahead.
Mine's pretty quick.
So we can kind of jump through
it pretty quickly, I think.
OK go and share the audio.
She there's a real plot
to share my screen.
Yeah, it's real.
Yeah share, share your
screen of the audio player
and then everybody else
hit yourself on mute.
Well, and.
Is there a specific one?
Oh, sure, computer sound.
Here we go.
It's ready.
I still hear good.
We don't hear anything yet.
Yeah actually, what
we're designing
would be if you hear that.
Yeah, we hear it,
so it real quiet.
It was a lead that came in.
Um, I'll just leave
it from there.
OK peace awareness that
this would be a subscription
service where, you know, it's
maybe a few hours a month
and so you'd be willing to
pay, you know, 10, $20 a month
for it.
So, yeah, I mean, I have a brief
understanding of what it is.
We'd definitely dig more
into that Down the road.
But what kind of project
are you guys looking to do?
What do you have in mind?
So what we are
imagining, we basically
have a prototype of
the back end and when
we want it to feel very kind
of tangible and and you know.
Cool, cool.
I feel you.
I'm just curious, what do
you do for your main job?
I'm an academic.
Oh, very cool.
You programmed this thing?
Yeah OK.
It's in Python.
I think I saw on your
GitHub the back end.
Yeah, a fair amount
of it's Python.
There's some.
My thing is like, I won't load
times half a second, ideally
like I build everything
and I SVG so that it's just
optimized to load.
And under a second,
I sounds like that's
kind of a direction
you're looking for.
This is part of the design
process, but what I'm imagining
is actually something
that's a single page.
And then, OK, so I saw that
you guys had a budget, right?
Yeah and usually
how this works is I
would just make sure that
you were called the budget,
but I already saw your budget.
So I know you're
within our range.
And typically,
what we like to do
is the budget was 50 to 80,000.
I think something
like that, everyone
has a discovery process, right?
So like our basic
discovery process
would be scheduling
another session with you
and put in a small deposit
down just for that.
But that's just discovery.
If what I'd really like
to do is potentially
take you guys through
a core strategy.
So what we call it, and
this is a lot more in depth
where we actually give you
deliverables by the end of it
and give you strategy and
we build user personas
and we really nail down what
your brand is going to be
and who it's going to be for.
But yeah, at this point,
what I probably do
is send you a proposal
with some more details
on who we are, what we do.
Have you seen our website yet?
Yeah, Yeah.
So I have looked at
our on your website
and I like, you
know what I can see
from several of those things.
Let me tell you, I have
I've talked to about 15,
15 or 20 agencies and groups
and designers and stuff,
and I've narrowed it
down to three who I had,
you know who I had sent this
sort of request for proposal.
That's got more details
on the project to kind
of what I'm looking for.
Mm-hmm You know,
given what I've seen
on your website and this
conversation with you,
I would love to send you
that request as well.
And then, you know, that
might give you a better.
OK, so from here on,
we dropped the call
and then we get back
on and I just say,
hey, I'd like you to
come stop by the Office.
I think there might have been
some point on the call that
maybe wasn't recorded, but
he was like, we already
have the strategy done.
So I'm not really
interested in that.
And I was like, OK, we'll
just come stop by the Office
and we can meet each other
and kind of get a feel for it
better.
And then he agreed to that.
And that's kind of
where we left off.
We set a time and date,
and that was the end of it.
OK there's a lot
that's going on there.
So Mason's engagement
is on a different level.
So I think this has been
fantastic just by coincidence
that we have three different
people at very different levels
of selling.
So we had Demi just trying
to get his foot in the door
and get started with
professional work
that he gets paid for.
So he's at that level is
probably the next step up,
which he's like.
I want to charge
$7,000 or $8,000
to do identity design work.
That seems like a
good jump forward.
And then now Mason is
talking about something
that's between 50 to 80,000.
So the bigger the project,
the more complicated
the selling process is, right?
So let's just take a moment
to understand this DME just
needs to get more price,
figure out the scope
and get a signed deal,
deposit in the bank
and gets rock and rolling.
Rahul needs to sell
a little bit more,
he kind of needs to help
her understand the process
of building a brand and his.
The way that he
would approach it
and Mason is going to
need to answer an RFP,
he's going to have to
have an in-person meeting.
They're going to kick the tires.
They've looked at
15 people, which is
a staggering amount of people.
And he made the final cut.
And if they agree
to meet with them,
he knows that they're
inching closer and closer
towards the goal.
I didn't hear enough in there
for me to kind of dissect Mason
because you've done a really
good job of editing it.
What are your thoughts on
the way that the call went
and what you think
you could do better?
yeah, it was really tough
because I was really
into selling strategy
at the moment,
I was like, this is a perfect
opportunity to sell strategy.
And then I kind of rambled
on about it for a minute
and he was like, I could kind
of sense he wasn't so warm.
So I was like, let's just get
a meeting, let's meet this guy,
and let's make sure
that I can just like,
get my foot in the door.
I think I was a little
too salesy for sure
at certain points, and
I cut a lot of the bulk
out where we talked
in dense detail.
I tried to keep it
rolling, so whenever
he would be brand dumping,
I'd try and interject
and be like, OK, next question.
But OK.
I don't I don't know what
I. The worst thing I did
was really, OK.
I can't tell either.
And if you're having
the in-person meeting,
it seems like
whatever you did, what
you did was is working for
this particular client.
There are some
technical things here
that I think maybe
you were trying
to demonstrate that
what you're doing
by talking about Python and
SVG and optimize files and load
times.
Maybe, I think in the
world that you guys are in,
that makes a sense, a lot of
sense in terms of building
rapport, making sure that he
understands that, you know,
the experience and the
one thing that I heard,
they're kind of separate
to what I was just saying
is this is that perhaps
the way you guys phrase
the whole strategy
discovery thing,
maybe you should open it up with
a different kind of question
versus telling them, I need to
do this and this is how I work.
Maybe you can ask them.
And again, I don't
know that much
about the nature
of this project.
It's a little bit more technical
than I'm used to talking about.
But maybe you can ask them, have
you done strategy or discovery
before?
Do you understand
your users pain points
and their challenges?
Have you mapped this out
all along the user journey?
And yes, we've
done all that, then
you're a fantastic will you
please for that document
over me so I can review it?
What kind of behavioral
or consumer insights
have you been able
to figure out?
Yeah, that's where I salesy
instead of doing that.
Yeah, like he was
just like, yeah,
we already know our
demographic and blah blah blah,
and I just kind of took
his word at face value
when if I would have really
drilled him down on it,
it probably would have
revealed that he doesn't
know much about it at all.
That's exactly what
you're trying to do.
So if you guys can take one
thing away from what Mason did
and how you can improve
on your sales processes,
this is instead of
telling them what you do.
Just ask them the questions
and then they will know,
oh, then think about
this if you ask them,
do if you've done
strategy before?
Do the behaviors of
your customers, not just
their demographics
or psychographics?
Do you understand the
pain, points and challenge?
Do you know what
a win is for them?
Have you built out
a customer journey?
And if they can answer
all of that fantastic?
See, now you don't even have to
explain to them what discovery
is because you've just done it.
Now, most people, sadly,
either think they've done it
or have paid somebody
else to do it,
but they've done a really
piss poor job at it,
and that's the crime
that's been committed here.
So now they've already
feel the pain point,
the burden of having
somebody else do it
and feeling they didn't
get much from it.
So now how do you
make right on that?
Because you're going to
sound like a charlatan,
just like the other person
who sold them a bill of goods?
So then you then I can
share with you a document
from a previous client.
And you can see
how in depth we go.
Go ahead, Jason.
Sorry the one thing I
remembered, I definitely
should have asked that I didn't
is obviously shopping around
quite a bit.
I should have asked how he
going to make the decision.
I didn't ask that
once, and I'm still
clueless to the day how they
did make their decision.
Yeah, of course.
Ask more questions,
ask more questions.
And then if he's
like, well, we need
to know if you
understand SVG and Python
and then you're
like, well, Yeah.
So we assume that's a
question they're asking.
Let's not assume that.
Go ahead and ask them and then
hear what they have to say,
and then as they're
saying, go down
your little mental
checklist, I need
to talk about this, this, this
and that to reassure them.
So they don't feel like
I'm a risky option.
All right, now, I don't
know about you, Mason.
I don't know how
many speeds you have
in terms of the way
you communicate,
but you come across
like one energy level.
If possible, I
would start asking
you to learn how to modulate
between different speaking
tempos and energy level.
So that we know like, oh,
Mason is really excited
or no, Mason's really
angry or Mason said,
it seems like there's
just Mason and it's
pretty across the board.
OK like if you into snow
sports, like snowboarding
or skateboarding or skiing
or anything like that,
do you get excited?
Like, dude, I can't
wait to hit the slopes.
Man, we're just
going to kill it.
It's going to be awesome.
So when you're excited, you need
to convey that kind of energy.
I'm pretty monotone
most of the time,
but yeah, I suspect
that's the case, right?
And that's going to be tough
because you're just like.
We got to just spice
you up a little bit.
So, yeah, exactly.
You just get jiggy with it,
so maybe if you're always
operating a five, maybe we're
not going to get you to be a 1
in at 10, but maybe a 4 and a 7
and just operate between those.
So I just want you to
expand and all of it's
possible if you were an
actor, you would have
to learn how to act this way.
So think of yourself
as an actor now.
OK, if you're excited
telling me I'm excited.
I'm thrilled.
Oh, that's disappointing.
OK all right, then.
Drive us home.
All right.
So this is a warm
lead that I have.
They have seen my work.
They know that they
want to work with me,
so I didn't have to
sell them on that.
And my goal on this call, this
was an initial call with them,
was to get acquainted
with what their needs are.
Ask questions.
Get them to talk
about their business.
Assert the value of design
in terms of supporting that
and then plant the strategy
seed because that's
what I want to do.
So I'll play the clip.
I have four of them,
but I will just
play the first
one because that's
the one I feel like
will set a tone.
OK, one SEC.
The what you guys
are up to and how
it is that you
come to this place
and why you reached out to me?
Yeah, well, we've been
growing our business.
We opened the tasting
room two years ago
and we've been roasting since
2015 and really kind of just
scrapping along like
fake it till you make it.
You know, we have to learn a
lot about business marketing,
and we've done a lot of
like, OK, this works for now.
We need to just
maintain and we're
at a really good
maintaining level right now.
Our business is growing.
We have a good wholesale
local wholesale accounts.
We the tasting room is
getting really busy,
the coffee shop is getting
noticed and gaining traction.
Our online presence is
not strong at all other
than just like the social media
we do Instagram and Facebook.
We have a website.
It needs work.
That's not our
area of expertise.
We have labels
that are packaging.
Ben, your audio cut out.
You could pull.
Sorry about that, the whole
product is like the product,
great once people
try it, they love it,
but it needs to
look better and it
needs to come across with
what the true essence of what
we're doing is,
which is a lot more
than just specialty coffee.
Like one of the things we really
want to draw attention to is
that we only work
directly with farms,
and we're really just interested
in developing long term
relationships with farmers to
help bolster their economy.
It's only going to
work well for us.
It works well for them and.
Really trying to educate
people through our marketing
that that's part of what we do.
It's not just coffee
that we're trying
to work with the whole, the
whole process of the farmers,
the growers, the cultures
that the coffee comes from
and developing a coffee culture
around that through our coffee
shop and just getting
really high quality
in the hands of other people.
So that's kind of.
Student yeah, we only saw
single varietals, coffees.
Specialty grape
juice, all of that.
Once you come in and talk
to us, you would know.
Or if you read through
all of our site or blogs,
you would find out all of
that, but little more than I
have to cut you off.
Hit pause.
OK, at first glance, OK.
This is this is a
rambling client call,
so I have no idea what
you're talking about anymore.
So this is where we
need to take control.
Can you start to
jump to the part
where you think you
asked one question?
She's talking for like
five minutes here.
OK, one SEC.
OK any of those things?
Those are all little things.
And we start with there, with
some of the things you do.
But do you do much
web design as well?
I do.
So what I want to I'll get
to that in a second here.
Well, that's a
really great overview
of just all the things
that you're swarming around
in your head.
What I typically do is I
bring the conversation down
to foundational things
and we start with there.
And then from there, where
what we're trying to do
is whittle all of
this information
that you got going on
into something that's
really concise that you
can then use as a filter
to make all of your
business decisions
and your communication
decisions.
And so it really
starts there in terms
of website your
packaging, if you
want to do a little bit
of a refresh like a make
over on your logo.
Any of those things, those
all become prioritized
based on what this foundation
thing that we develop together,
and it really helps you
be able to make decisions
very easily and clearly
when you're looking at.
If an idea comes
up, you're like, OK,
is this something
that you should do?
You can then go back
to the foundation thing
and decide, OK, is this
serving the greater purpose?
Is serving your goal?
Is this going to speak to your
audience, that sort of thing.
So that's what we do.
Yes, I can absolutely help you
with all of that design stuff,
but I really encourage you to be
able to think about strategies
and just foundational
things before we
dive into, you know
what, all those
what all those things look like.
And all right, I feel
like this is dragging on
and where we've been on
this call for a while.
So I feel bad for
taking up time.
So do you want me to continue?
I mean, there's this call
is about 30 minutes long,
and so I break it down
into four different parts,
and I feel like maybe we could
have a better conversation.
Yeah yeah, OK.
Or something?
Yeah, OK.
Let's get right into it.
We have a few more minutes.
I want to answer a quick
question because somebody
is asking this.
This is the first
time on the call.
Are these calls recorded
and archived for later?
100 percent, Yes.
This call will be uploaded
within a week's time,
and the deck that I'm working
on or the notes that I'm taking
will also be uploaded.
I don't always do that,
but for this call,
I will, because you're
going to need it.
OK, now, van, I think based on
the conversations we already
had, how would you
analyze or diagnose
and prescribe solutions
for yourself right now?
What can you do
better on these calls?
Yeah, I think that I would like
to be able to make the close
the sale quicker and have a
conversation about budget,
which I didn't.
I basically went through
just all this scope
that they needed, which
was comprehensive branding.
They need logo redesign,
they need packaging redesign,
they need website.
And so we basically broke those
down and then talk about why,
why they're necessary.
So I think I would have liked to
just get down to business just
like, are we going to do this?
Let's do this and how I tend
to do a lot of listening.
And you know, that's
not always helpful.
So I think that that's
probably my biggest
thing is to have a
conversation about budget.
OK fantastic.
All right, all right.
OK, very good.
OK when we ask big
open ended questions,
we're going to get big
open ended answers.
And so the design of
the question, this
is why I've said in
many talks before,
you can tell somebody
is valued by the quality
of their questions.
The quality of
questions determines
the value of the person period.
So what are we doing?
Well, they're going
to talk forever.
Now my 12-year-old son?
He asked really
unstructured, loose,
open ended questions,
which aren't
great for conversation in
terms of him figuring out
what he wants.
I'll give you an example.
He asked me, dad, is Obama rich?
She well.
What is rich?
And so we're learning
or I'm teaching them
how to ask better questions,
and if it does Obama make
more than $100,000 a
year because that's
his definition of rich?
I would give him the
answer that he wants.
So we don't want to ask, is
this giant big questions?
And if the client starts
getting out of control,
you have to stop it because
van, I'm trying to listen to it.
And if you're like
any creative that I
know ADHD starts to
set in, it's like,
what are we talking about?
We're floating to outer space.
We're thinking about lunch
and the different things.
We've got to do.
And I got a package.
I got a delivery later today
and pick up the kids like,
I'm not here anymore.
So this is where you
have to interrupt.
You have to stop them
and say, you know what?
I'm sorry, I phrased that.
In a way that was
just too broad.
I'd like to redirect
the conversation.
OK, now that you've
seen that little matrix
that we've designed
together, you
have a better
roadmap to know what
it is that you need to know.
But just yourself, I need
to know three things.
One of those three
things and then
get it out of the way
and talk about it.
Now, here's where I saw a real
opportunity for you to do this,
and I've see I'm
seeing a pattern
obviously here every
time somebody else like,
do you do web?
And then you went into
this whole sales pitch?
Right?
and Mason did something not too
not too different from that.
He also got into I do
court and we do this.
Let's not get there.
Do you do web?
Yes next question.
OK, and now let's get into
asking her a question back.
So, Ben, do you do web?
Ask me a question back.
Yes why do you need a website?
OK, then we're into it.
OK OK, now I'll teach you
a slightly different way
of phrasing that that's
exactly literally what
I told you to say.
Perfect So I'll give
you a more nuanced way
of asking that question.
OK you can say most
entrepreneurs come to me
and tell me they need a
website, and almost always
they do need a website.
But what kind of website
are we building and why
do you think you need this?
What kind of business problems
are you trying to solve?
That's just a more complicated
way of asking them,
why do you need this?
OK, got it right?
Because a website
to a lot of people
is just really a
digital brochure,
and it could be so
much more than that.
Well, what do you mean then?
Well, let me tell you.
Do we know what our
customers' behaviors are?
Who are we trying to sell to who
we'd like to sell to more of?
What pain points do they
have with using our site
and why do they return?
Why do they engage?
You do all the core things
which you ask the questions.
So the number one thing, the
number one thing all of you
guys are trying to sell strategy
today is stop selling it
and just ask these
kinds of questions.
Stop selling core, stop
describing the process
and ask them questions.
Because every time you ask them
a question, they can't answer.
You win a point every time
you tell them what you do.
You lose a point.
Everybody got that.
That's a question that
they can't answer.
You win a point because that
means like Van Oh my god,
I've talked to 10 other people.
Nobody asked me these
kinds of questions,
but everybody describes an
incredible process to them.
It might as well be Greek.
OK that's what I want you to
think about and work on now.
I'm going to share my
deck again, everybody.
You guys are good with this
because we're out of time here.
I'm going to share my thank you.
You're welcome.
And I'm going to
talk about this.
Ok?
so I tried to write
this, and I was
trying to listen and
write at the same time,
so it's not great.
I'm going to point
you guys to this.
Have you done discovery
strategy before?
Were you able to determine
what your customers pinpoints?
I challenges are.
Did you write a user journey?
What did you learn?
That's a great way.
I mean, not a great way.
This is a much better
way to ask about core
without talking about core.
OK, now.
I tried to do this on the call,
so this might be really rough.
So we're talking about how
to frame the conversation.
And priming the client.
So I wrote a little script
for you on during this call,
so it's not great,
but I'm working on it
and I may not work on it
more than this, but at least
you guys have
something to work with.
So this is a script.
And like Scripps, they need
to be adopted to how you work
and your level.
OK, so let me take
a shot at this
unless you guys how
this sounds afterwards
and we can modify this together.
Hi, client, may
I have permission
to set the tone
intention for our call
today because I find that if
we are clear about expected
outcomes, we could have a
very productive conversation
together on my end.
I need to know the scope,
the budget and the timeline.
What do you need
to know in order
to decide who you'd
like to work with?
And then we can go from there.
So for all, you guys are
having a really difficult time,
take this, excuse me, modify
it, make it work for you,
it's not great.
I need more time to work
on this to make it feel
a little bit better and flow.
But ultimately, I'm
just saying what
we've been talking about here.
OK just write down for yourself,
what are the three things
that I need to know to be
able to work with this client?
And each of you are going to
write a very different thing,
depending on who you are, who
you're selling to at what level
and what you're selling at.
And realize the higher the
budget, the more complicated
the sales process, the longer.
It should take to sell on
the lower end of the budget.
It should be much quicker.
Just sell it.
Get the work.
Do it and move on and
then start scaffolding up.
We can't jump straight there.
We need to work up towards it.
Any questions, you guys?
Anybody?
yeah, I think do I have one?
Go ahead.
Yes I still don't
understand the difference
between educate the
client and prove yourself
to explain how it's working.
What I understand
on this call and is
have to ask question to have
to answer to the question
you asked.
But when they don't know
the goal of your question,
it's there.
I'm trying to educate the
client of the benefit to do it.
If he doesn't, if
he doesn't know
where to go with my
question, is it clear?
Yes, more or less.
I think if I
understand what you're
asking is on the issue
of educating the client.
Most people think educating
a client is telling them
all about everything,
and we're going
to give them all
this information
that they may or may not want.
And I believe the word
educate comes from the word
induce the root word, which is
to draw out and not to put in.
So to educate the client
isn't about you telling them
what it is, it's about
asking them questions.
So that they start to figure
out what it is and anything.
That's key difference because
if you go and talk to art school
graduates, new graduates
and you're like,
oh, I'm going to
educate the client,
I'll tell them
about how printing
is done and Pantone colors
and the difference between C
and why k and Ruby and
reflective light and blah blah
blah.
Nobody cares.
So I think you have to work
on structuring your questions.
And if your questions
are questions
they don't understand.
That's one thing.
But if they understand
the question
but don't have a
good answer to it,
that's what we're
working towards.
Well, I'll ask you a
question right now.
Why do your clients choose
you over your competitor?
That's a question they can
understand if they don't
have a good answer to that.
That's an opportunity for
you to say, well, later on.
The reason why we do
strategy and discovery
is because we want to
figure that out together.
OK, is that ok?
Yeah OK.
Next, you're welcome.
Who's got another question?
How should you follow up?
Or should you follow up?
How should you
follow up with what?
So both my
conversations ended off
with not really having
a clear decision.
So should I. Candice, should I
message her back on LinkedIn,
saying, hey, do you
need any more help
or have you made a decision?
Like, how should that follow up?
What should look like?
OK, how did you end that
call in the first place?
It ended with me
referring or me telling
her to look at more designers
and let me know if you
need help with anything else.
OK and did you tell her that
because you felt resistance
to the price?
Yes also, because she hasn't
shopped around before.
OK and did you ask her,
how does that price sound
or what did you have in mind?
Yeah, and she didn't
really say this.
She didn't tell
me it's expensive.
She just said, I don't know
what these things cost.
So I had no idea that
this would cost this much.
That was it.
But she didn't say, no,
that's too expensive.
OK see, when people
say, I don't know,
it's because they're
afraid to tell you
what they were thinking.
And so when you're in a
conversation with a client,
I would rather have you have
the conversation, the first talk
conversation together and versus
postponing and doing multiple
follow UPS because
you've taken what
should be a short to
medium sales cycle
and you've made it a
really long sales cycle.
When when you're
like in Mason's leave
and you're doing
50 to 200 thousand,
it's going to be a
long process for sure.
But for you under
$10000, you should
be able to close it
within one or two calls
and not do a lot of follow up.
OK if she feels and if you
feel there's buyer resistance
and she's not going to tell
you what she's thinking,
she's like, oh, that's more than
what I thought and you said,
what were you thinking?
You just have to get
it, and I don't know
what you're thinking 4,000.
No more like six.
You see, it's like we just need
to help them figure it out.
If you guys subscribe to
Jonathan Stark's email list,
he sent something
out last night,
which I thought was really
helpful that I wanted
to share with this group.
He's a lot of people
think there are
things that can't be measured.
Like, is your dog happy?
Or was he happier
than yesterday,
so we have a
baseline, we're going
to set that up,
everybody has a baseline.
You just need to
figure that out.
You have a
conversation with them.
So if we know that
she's thinking 1,000
the chances of her coming up
to 8,000 is very unlikely.
And then you would then
say, well, based on that,
I think there might be
somebody in my network
or you need to just go look
at these sites and do that.
Why not just have
the conversation
in real time with her
at that moment in time?
Telling her to go out and
look at a bunch of other work,
you're sending the client
away to never call you again.
So now you have to do
a follow up to say,
hey, it's been a week.
I'm not sure if you were able
to find other people that
could do this.
Where are you at
in your process?
Is there anything
else I can do to help?
That's the best
that you can do now,
because now it's up to email
and whether your email will
hit her, whether she reads
it the right moment in time
and day and thinks I
need to respond to this.
But she gets buried in
email as often as people do.
You never know now.
So I'm just going to suggest
that if you have buyer
resistance and you guys are all
going to have buyer resistance,
address it right on the spot.
Talk about it right away.
And then you have a chance
to use words and conversation
and build rapport and to
address the client's objections
in dialogue form
versus via email.
OK go ahead, shoot her in email.
I would say a week
about enough time
to send her something,
or even a couple of days.
That perfect thank you.
You're welcome.
OK any other questions?
Chris, I just wanted
to add to that,
this is Matthew,
regarding the follow up.
You could also, when
you're following up,
if you found something of
value, some kind of insight
that you picked up
from the conversation.
And then let's say you found
a resource link, I was like,
you know, I found
somebody who's just
like you, who wants
to be a speaker,
and here's how they grow
and check out this article.
It might just be
nice to drop that
in if you're already thinking of
them, like I was thinking about
and your challenge.
And here's something
that I found
that might be helpful to you.
So there's just another way
to show them that you're
trying to provide value.
Of course, don't
go out of your way
to spend 10 hours trying to
figure this out for them.
I'm just saying if there
are little moments where
you can add bits of value
in every interaction, that's
also very helpful.
That is an excellent
pro tip for Matthew.
That is a super power
bomb right there
at the end of this call
is sending articles.
That'll help them.
My my business coach
does this, and this
is how he brings
clients in all the time
because like he's been
thinking about it in his day,
he's just doing things,
reading articles
and he finds something
he's like, you know what?
Just thinking back
on a conversation.
I think this article might help
you solve that one problem,
or you might find this
really interesting.
Whether or not they read
it or not, it's like, Wow.
This person is really
think about my business,
they're really sharp, they're
reading, they're out there,
they're learning new things.
I need to work with this person.
Excellent tip, Matthew.
Somebody was going
to say something.
You know, I was just
saying that's perfect,
I actually can think
of three things
that I can send
right off the bat.
And that's a good way
to up the conversation.
It's also them the best one
and just leave it like that
and see what happens.
Don't give them too much
to read because they
won't read any of it.
OK, and if you can
write a little lead
into why the article
might be relevant to them,
that they'll be more likely
that they'll read it.
People on the internet send me
articles to read all the time,
I read 0 of them
unless they say this,
this didn't solve
this problem and I
see how it maps to
what you talked about.
Then I'll read it.
So this is just a social media
tip, you guys, a lot of you
guys find really great
articles and all you do
is copy paste the link
and you get share.
That's not really building
any expertise on your part.
It's not compelling
people to read it,
because don't give
me another thing
to read, write a
little something as
to why you think it's
important for somebody
to read this article.
Give me a bit-sized
summary of it,
and then I can read the
rest if I want more.
Madiba is saying these are
called, by the way, emails.
Don't understand this message.
Tina and Ali saying, sorry,
Chris, I've done that.
What have you done?
I've sent you articles
like links and apologizing.
People do it all the time.
Then you never respond and I'm
like, maybe he doesn't like me.
I like you a lot.
I just don't
remember because you
have you've told me nothing.
It's like, I know, I know.
And that makes sense.
Now, like, you really say that
I'm like, yeah, I don't either.
I'm bored.
I'm like, I don't
have time for this.
We don't have time.
I'm not that bored.
I just don't have time.
It's the problem.
So just like, so if
you're and Matthew,
I want to hear from you, too.
So if you were going to
send them an article,
would you take like a screenshot
or would you just take
like a block from the
article and send it?
What would you do?
There'd be specific.
Ah, for me, I would
just like Chris,
I would just pull out the
insight from the article
if there's one
thing that you could
learn from this article that
applies to your situation.
Then I would just highlight
that and that's just
a sentence or two or
a few bullet points.
It's like, oh, I found this
person who found their way.
She started her own company.
She started speaking on the
side, and now she runs a,
you know, $2 million
company making content.
And that's fantastic.
And I think the key thing that
changed her life was this.
I think you should
dig in to see if that
might resonate with you.
So I would just
pull out one thing
and just illuminate
that for them.
It's like the hook.
If you're trying to pitch why
they should read the article,
what is the one
thing that's going
to make them open that article?
And read more.
That's what I would do.
Wanted to hear life
because so much better
life than when you're actually
hearing it after it's recorded.
But in the little
in and out, it was
just it's so great
to hear other people
because I feel like we're
all doing the same mistakes
and I thought some of the
calls were really good.
And then I was.
I would say this.
And then when you
break them down
and people are
giving feedback, I
was like, oh, wow,
this is right.
I didn't realize that.
So once a quarter would be
really a good thing too.
Yes, I agree.
Great and we could do
this for other topics.
Besides sales, it
could be anything.
It could be an art direction
or managing a difficult client
situation, whatever it is,
as long as enough of us
feel that pain point.
So you guys, as you're
moving through your life,
I would encourage
you to do this.
Everybody try to record things,
study it, break it down,
and hopefully over
time, everybody
starts to critique
it the same way.
That's how we know we have this
shared framework of what works
and what doesn't work.
That's how I know it's working.
That's how you learn design
when everybody critiques
the design in the same way.
Then the teacher
has done a great job
of sharing what they're
looking for with.