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Monday Quickie - 6 Ways to Obtain More Clients as a Consultant

7/15/2019

 
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Are you dealing with the rollercoaster highs and lows associated with being a consultant? (aka gig, freelancer, solopreneur, etc.)

Feast and famine.  One week you’re hot, one week you’re not.  You’ve got more work than you know what to do with, the stars have aligned and everything is grits and gravy in the world.  So busy you haven’t had time to think about a future in which you aren’t busy.

Then it happens.  Projects finish up and projects fall through.  Before you know it you’ve got nothing.  A big fat zero.  No billable hours, no active clients, and then it sets in “I’m going to need to somehow find new clients”.

The highs and lows of consulting can be a challenging emotional rollercoaster, especially if you aren’t used to it and plan accordingly.

It’s for this reason all consultants must keep in mind where their next revenue stream is coming from.  Sales is an inevitable part of being a consultant, it will always be a factor, regardless of how long you’ve been consulting and or how great you are at your particular trade.

Want to obtain more clients?

Follow these steps and you’ll find your consulting practice and the general emotional state to be much more consistent and in line with your hopes:

1. Sell Yourself Consistently - This isn’t really an option, it’s a must.  Don’t like sales?  If you can’t do sales you’ll need to find someone who can on your behalf, or find a new job. Consistently selling yourself, even while on projects, is paramount to your long term success.

2. Referrals – Ask your connections for recommendations or openings to new relationships; when you finish a project ask that client for a referral to another.  Happy clients are happy to do so. 

3. Make Friends with the Middle Man – There are services (like my company), companies and online platforms (like Flexjobs) which act as a ‘middle man’ between the people who do the work and the companies which need the help.  Find a business which specializes in your work and build a relationship with them.  This will eventually help bring you additional work, often times outside your sphere of relationship influence.

4. Case Studies & Testimonials – Create marketing materials which can be used online or as hand outs covering the work you do, projects you’ve done and how you can help people solve their problems. 

5. Know Your Customer – The more you know what your customer(s) need the easier it will be for you to get more work from them.  Often, the first project with a client isn’t the biggest need they have.  They give you small projects to test your abilities to execute and solve their problems.  Execution is everything.  Once you do so, ask about other business challenges they’re experiencing and figure out a way to help them with it, even if it means you can’t do the work yourself but can refer them to someone who can.  You were still a part of the solution – your client will remember that for future needs.

6. Network – Get out of your house, office and comfort zone and get involved with the industry you service.  If you’re in the life sciences industry there are two dozen events every month in southern California to participate in.  Pick a couple and commit to going.  Networking takes time to build trust and rapport with potential clients however it can be incredibly lucrative in the long run.

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Monday Quickie – Learn How to Brand Your Consulting Practice in 7 Steps

5/6/2019

 
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​The gig economy is growing.  Growing rapidly!
 
I recently stumbled upon a publication put out by MBO Partners on an annual basis which compares the state of our economy to the rise and decline of independent workers.  It’s a fascinating read, especially with the growth of the gig economy rapidly changing the face of the employment landscape as we know it.  MBO indicates 52% of the U.S. adult workforce within 5 years of 2019 will either be working or will have worked as an independent consultant or contractor.
 
That’s huge!  Literally half of those employed in the US in one form or another operates as an independent ‘gig’.  Furthermore, it’s estimated that 90% of the US workforce says they would be open to the idea of freelancing or consulting.
 
In one way or another that just about includes everyone in the workforce, or close to it.
 
If almost everyone you and I know are, or are interested in being, a gig [consultant] it will only lead to one inevitable outcome.  The gig space is going to start to getting highly competitive.
 
Being a freelancer or consultant isn’t uncommon anymore.  Long gone are the days where an individual branding themselves as such makes a unique statement which in turn gives that person a competitive advantage.
 
We may not be there yet however rest assure that in the coming years the consulting, gig and freelance field will become much more congested with new players trying to take a piece of the pie.  As such, it will be paramount for gigs to learn how to brand themselves accordingly to ensure they remain at the top of the pecking order.  
 
Branding is crucial! 
 
It’s more than adding a tagline to your business card which creatively says in a couple words what you do.  It’s more than building a LinkedIn profile hoping it does the work for you with a serene picture of a bamboo forest behind your mug shot.
 
Branding, a crucial part to any business, is indeed the next wave of importance for the consulting and gig community.
 
What does branding do?
 
Branding does a lot of things.  For starters, it helps to build an identify, one people begin to learn over time is synonymous with you.  Branding is all about strategic messaging to an audience about who you are, what you’re all about, and how you make a difference.  When branding is done right, it can take on a life of its own, far beyond the company, product and original intent.
 
Take for example the Q-Tip.  The handy little cotton based product invented in 1923 by Leo Gerstenzang allows us the delightful pleasure to clean the crap out of our ears, keeping them nice and tidy to prevent health related issues and even perhaps hear better.  What’s fascinating about Leo’s Q-Tip is that the word itself, ‘Q-Tip’, is a brand specific to one product now made by Unilever Corporation.  The branding for this product has been done so well over the years that we all refer to every cotton swab based product as a Q-Tip, regardless of the manufacturer.  This my friends is called an eponym.  
 
In fact, Unilever even has on their website “Q-TIPS® is a registered trademark of Unilever and is NOT a name for just any cotton swabs. The Q-TIPS® trademark can only be used to refer to the specific cotton swab products manufactured and sold by Unilever and should not be used to refer to cotton swab products of other companies or to cotton swabs generally.”
 
Even Unilever is aware of how well their branding has done in the marketplace, giving credence to their competitors similar products.  There are plenty of other products that fall into this category like Kleenex, Post-It Notes and Xerox.
 
Branding creates buzz while giving recognition to a person, company or thing that people can recognize and associate with.  It’s powerful stuff these marketing genius’ have dreamed up and we as consumers just love to eat it up.
 
So here’s the rub and what this means you for, my wonderful Mrs./ Mr. Gig.  It means you need to learn how to brand yourself asap, before the girl or guy next to you beats you to the punch causing you to become second fiddle in your own back yard. 
 
Don’t have experience marketing and or branding yourself?  Want to learn?  Here are the seven (7) steps to successfully brand yourself as a consultant (freelancer, gig, independent consultant, etc.) in no particular order:
 
1.Tell Your Story
People work with people they like.  This has been proven time and time again and I’ve seen it myself many times over throughout career.  People also naturally gravitate towards a good story, especially if that story gives them a reason to ‘act’.  Spend the time to think through and write out your story.  This is the ‘WHY’ you’re a consultant in the first place.  WHY you do what you do.  What propels you to be you, the inner workings.  Once you learn what this is write it down and develop a narrative that shares a story about who you are and why you do what you do.  Once you have that done the next step is to share it with the world.
 
2.Know What Problems You Solve
Customers don’t want benefits or values.  They don’t want long winded sales presentations that promise them everything under the sun.  Customers want solutions!  Once you understand what your customers problems are, you can then create information which talks about your ‘WHY’, mentioned above, along with your ability to solve your customers problems.  As you start to brand yourself via social media, print, publications, website, etc. make sure this is one of the first things your customers see.  It’s all they care about – how you can solve their problems.
 
3.Consistency
When you begin to brand yourself through the various avenues of social media, web, print, etc. it’s vital all of your information communicates the same message, look and feel.  This consistency gets viewers accustom to your approach, look and feel.  If every time you put something out in the world it looks completely different from one to the other you’ll never get people to connect to your product, service or company. They’re to busy being confused and lost in the process.  Keep your message and content simple, yet highly directed to your intended audience. 
 
Consistency also refers to the amount you brand yourself.  If you only do it once a month you’ll never get anywhere building a brand, however if you do one post, one article or one activity every day the results you’ll see are dramatically different.  Just remember, it takes time, so invest in branding yourself now.
 
4.Speak Like Your Customers
When you’re putting together content to put out in the world make sure you put yourself in your customers shoes.  Think like them, act like them, be them.  If you don’t know how to do that simply ask them.  The more you communicate and speak like your customer the better chance you will have in getting their attention.  If you’re trying to catch a whale, don’t pretend to be a shark.  Instead, be plankton, that’s what whales eat. (I think)
 
5.Focus on the Solution
When branding yourself and or your consulting practice focus on what results you create, provide or give.  The journey along the way is of course important however in the consulting/ gig world its all about execution.  If you can’t execute and successfully complete a project it doesn’t matter what you may have done along the way.  Results are all that matter, brand yourself accordingly.
 
6.Create a Website
I suppose this suggestion falls equally into the general marketing category however in this day and age if you want people to take you seriously having a website is a bare minimum.  There are plenty of tools available to create cheap, or even free, template based websites that give any size business or person the ability to compete with the big girls and boys. Check out Weebly or Wiix. That said, keep the website simple and in line with your customers needs.  Focus on your story and the problems you solve on behalf of your customers.  Also, make sure you buy the online domain names of your consulting practice and any taglines you plan to use for branding purposes.
 
7.Create Visual Content
No one’s saying you need to turn into a graphic designer, but it would help greatly if you could quickly edit and adjust images with your logo and brand to reflect your consulting work.  This can be easily accomplished via Microsoft PowerPoint and Paint programs.  One can buy stock photos online from dozens of pre-approved imagery galleries and edit them to your hearts content.  PowerPoint is a relatively easy to use program to do basic image editing with text, enough to at least get some content out to the masses that is custom and specific to your target audience.  Paint is a dumbed down version of PowerPoint, yet effective for small projects.
 
Key Take Away:
Don’t wait until your field gets over saturated before you start thinking about branding yourself and or consulting practice.  The best way to brand yourself is to start with you, your reason for being a consultant in the first place, and then the problems you solve on behalf of your customers.  Your branding should reflect all of this and be consistent across any platform you put it on - your website, social media, print media, publications, etc.
 
Action Item:
Does this sound like a lot of work you aren’t interested in getting involved in?  If so, don’t feel bad, branding yourself is no easy task.  Find a local marketing and branding expert and get help.  Ask them to work with you to develop your brand, your approach and customer facing appearance.  The money you spend upfront for this help will be well worth it down the road.  If you aren’t in a position to pay for help, set aside 3 hours a week to dedicate to your branding efforts.  It won’t be much in the beginning but at least it will get you on the road to ingraining this practice in your weekly operating rhythm. 
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Monday Quickie - 6 Steps in Managing Multiple Projects as a Consultant

2/4/2019

 
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You’ve found yourself in consultant heaven having more clients and projects than you know what to do with.  Like a dog chasing the car you’ve managed to catch the car (lot’s of projects to keep you busy) but don’t know what to do with it (how to deliver successfully) now that you have it.
 
If you have multiple projects, multiple clients and or just more work than you know what to do with consider these steps to improve your day and operating rhythm so you can focus on successfully delivering on your projects while keeping your happy customers:
 
Communication Protocol – happy customers are informed customers.  Customers don’t like to be treated like mushrooms – fed piles of crap while being kept in the dark.  Establish a daily or weekly communications agenda which keeps you on track of your client updates and check-in’s.  Consider creating a communication checklist via Microsoft Excel to help with consistency. (or see ‘Invest’ for tools to help with this)
 
Invest – don’t be cheap.  Make the investment in a project management tool which will help you stay on track with your projects while giving you a professional interface to use for customer presentations, etc.  There are literally dozens of tools you can choose from like Asana, Jira, Microsoft Project, etc. When your work is structured, nice and tidy, your results will reflect it.
 
Establish Customer Expectations – read this link on how to set customer expectations
 
Get Organized – everything from your work space to how you spend your time should be constantly reviewed and altered to improve performance.  Time management is key to your success, ability to deliver and to obtain more work.  Find ways to reduce busy work, unnecessary check ins or onsite visits with clients.  Sometimes visits are crucial and needed, but not always. When reviewing your actual project tasks create different to do lists/ project task lists for each client then merge them so you have one list broken down by all of your clients and required activities per day and week.  (FYI – most project management tools do this for you while producing Gantt Charts which can be shared with customers – another reason to invest in technology.)
 
Delegate – Undoubtedly there are aspects of your projects you just don’t like to do yourself. Do you know other people that can help you with some of your work? It pays off to have a small trusted group of allies, other consultants such as yourself, that you can bring in from time to time to help with various parts of the project.  This allows you to focus on the work you enjoy most. 
 
Say No – one of the most powerful things any professional can do is to say ‘No’ to things or opportunities which don’t align with their key focus.  This goes back to how we choose our time and where we spend it.  We can’t be everything to everyone.  If a customer makes a request that is outside of your capabilities kindly say ‘No’ then point them in the right direction to a possible solution elsewhere. #gogiver
 
Key Take Away:
Consider investing in a project management tool to streamline your work while having an organized infrastructure for your consulting business
 
Action Item:
Review all the projects you have concurrently and make a task and timeline list.  Embedded those tasks into your week based on the deliverables then begin working towards fulfillment of those tasks.
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Monday Quickie - How to Set Expectations with Consultants

1/22/2019

 
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What does it mean to ‘set expectations’ and why do we do it in the first place?
 
Setting expectations describes an agreement, verbal or in writing, between two parties where both agree to a certain outcome based on a set of parameters leading up to said outcomes.  Why is it important to set expectations?  We set expectations to provide direction and a recipe for success for both parties in the end and so that our time and investment is fruitful.
 
Interestingly, one of the biggest leadership failures that exists is exactly the opposite of this, not setting expectations clearly so all parties involved can be successful. This is particularly true when companies work with consultants.
 
Most people and companies have the idea of ‘setting expectations’ all wrong.  They think “I’m hiring them [consultant, service firm, etc.] to do the work, they should know what to do.  It’s not my job to manage them, that’s why I hired them in the first place.”

If you plan to work with consultants or a third-party services firm it’s important you engage them with the right mindset: “what can I do to help ensure this person delivers beyond my expectations?”
 
Follow these seven steps on setting expectations to help ease the transition while finding success quicker with your new consultant:
 
1.Make expectations clear for yourself
2.Know when you need them and when you don’t
3.Understand the WHY
4.Meet & Discuss
5.Make it Mutual
6.Write them down
7.Get agreement & commitment
 
Kevin Eikenberry’s seven setting expectation steps outline above make it easy for anyone to establish a pathway for success. For further details on each of the seven steps
 
Often times when someone falls short of our expectations it’s usually our fault for not spending enough time upfront providing the big picture perspective, context to the work and communication standards to lead the consultant to a happy ending.
 
“People can’t live up to the expectations they don’t know have been set for them.” – Rory Vaden
 
Key Take Away:
Take the time to create a plan which outlines every nuance of the work to be done and ensure all parties involved are in agreement.  Include in this plan how you will address disagreements and my good ole friend ‘scope creep’.

Action Item:

Utilize a Statement-of-Work (SOW) as your template for documenting the project and or work the consultant will be doing.  Within this SOW be sure to clearly state expectations for all parties involved, both yourself and the consultant.  Keep in mind – “how can I set this person up for success”.  It’s always a good idea to have an attorney review your SOW prior to signatures as this document often times can be legally binding.
 
 
 

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Monday Quickie – How to Become A Consultant

1/8/2019

 
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For the past 13 years I’ve worked exclusively supporting Orange County, CA ecosystem of growing gigs (aka consultants, freelancers, etc).  It’s been a while ride to say the least with endless learning opportunities along the way!

During my time working with gigs and professionals alike I seem to find myself engaged in a variety of conversations having to do with professional guidance.  I’m certainly no career counselor but have witnessed enough over the years to have noticed more than a few trends with the path and decision making an average career takes.

One of the most consistent questions I get from people I’m interacting with is…
“How can I become a consultant [gig]?”

This question is interesting in of itself because the very statement overlooks a very important consideration: do we understand what the life of a full-time consultant is like?  And just as important, can I keep my full-time job and do consulting (aka freelancing, moonlighting, etc) on the side?  Lastly, why are you considering being a consultant in the first place? 

Before you start considering leaving your comfy desk job for the wild ride of becoming a career consultant spend time thinking about how you feel and perform with the following:
  1. SALES – every consultant that is successful understands this #1 fact – if you are going to be a consultant working on your own, or even freelancing for that matter, you’ll need to be able to sell yourself, doing so consistently. 
  2. NETWORKING – similar to sales, getting your name and service out there is paramount to customers finding out who you are and what you’re all about.  Networking is crucial because it helps builds trust among new relationships while building a wider circle of influence.
  3. RIDING the ROLLER COASTER – The life of a consultant if full of ambiguity, ups and downs.  One minute you’re deployed doing well with more work than you can handle, then next you’ve worked yourself out of a job and are scrambling to find the next project.  It’s common for projects to not be fully scoped out as the customer expects the consultant to come in and tell them what to do.  This inevitably leads to a certain amount of ambiguity and risk taking which furthers the roller coaster experience.

Key Take Away: Check yourself before you wreck yourself.  (thanks Ice Cube for that insightful lyrical melody)  Ice Cube was on to something here – before you jump into [consulting] spend time to learn about the life of a consultant and the realities that come with it. 

Action Item: Rather than leaving your day job, start your consulting experience by picking up a couple small jobs you can do on the side in the evenings or weekends.  This will give you a chance to learn how to interact with clients, manage projects and your time.  Do 3-4 projects then reassess those experiences, what you learned, how you performed and things to change for the future.  Once you’ve done that you’ll have a better perspective of the life of a consultant and whether or not its right for you.
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Gig Life – Our Economy Is Changing, Are You Changing With It?

6/5/2017

 
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​Perhaps you’ve already noticed.  Things are changing all around us and it’s happening at lightening speed.

The workplace, as many of us know it, is going through a facelift.  A facelift commonly referred to as ‘the gig economy’.  It is estimated that 35% of the US workforce in 2017 is now comprised of Gig’s.

Gig’s and gig users have something in common…

work doesn’t always need to be 9-5, M-F…


And many of us have been slow to adapt to this change in our workforce.

What is the Gig Economy anyways?
 

It’s an alternative work approach in which temporary positions are common and organizations contract with independent workers for short-term engagements.

This doesn’t sound new, so what’s the deal?

While using temporary labor may not be a new thing, what is very new is the amount of work that is now being facilitated through Gig’s on short-term engagement. (AKA freelance, independent contractors, contingent workers, temporary workers, etc.)

Gig freelancing is taking a much wider foothold in our economy.  Today it’s common to find all sorts of work being packaged and facilitated through Gigs whereas before these jobs were considered only as fully employed roles. Management roles, engineering, software, events, cooking, the music industry, professional coaching and even academics are a few examples of work which is now being performed largely by the current day Gig worker.  It could also mean you and I having a separate part-time job which we use to bring in extra income on the side. (AKA moonlighting)

For example, there are companies and people who do nothing but provide short term support for other companies which have a need for an interim CEO.  There are just as many options for companies who want additional support in doing their product design but don’t want to hire a full time employee because it’s work that is intermittent.  These are examples of where Gigs come into play.
They serve a role for a period of time on behalf of a separate organization.  Once they’re done they’re off to finding their next opportunity, often times they may have multiple jobs/ projects going on at the same time.
 
Why are companies and people alike moving in this direction?

As our economy and technology continues to evolve we become less and less reliant on doing business face to face.  For those of us who grew up in business when you were expected to be in the office for no other reason than ‘face-time’ you should be happy to know that many companies are moving away from this model.  Why? We’re learning, slowly but surely, that ‘face-time’ isn’t productive.  Employees can be just as productive from home, at a coffee shop or at the local water hole (not that I recommend that) rather than being shackled to their four foot cubicle for nine hours a day. 

Productivity soars thanks to the usage of Gigs because it offers people the ability to do work and do so on their own accord.  We often hear people who are Gig’s say they “like working this way because it’s more creative, allows for a better work/ life balance and gives them the ability to choose the work they want to do.”  The benefit to the employer utilizing a Gig approach is they can reduce their overhead on costly brick and mortar facilities (estimated at $12k per employee per year) while having work completed by true experts in the field.  Employers are also able to onboard new talent and off-board unneeded skills without the burden of employment taxes and paperwork.

Why it is important for me to be aware of ‘The Gig Life’?

The reason you should care about what is going on in the Gig Economy is because very soon we will all need to adjust to this new work style in order to remain competitive. 

Now I’ve got your attention!

It’s time we gave some good introspective thought on how we do things at the workplace and whether or not that is the right way to do it.  Perhaps your business, your department or your team could benefit from using Gigs to handle freelance work.  Maybe in doing so you’ll be able to facilitate a wider volume of business which means more customers, more money and more margaritas on the beach in Acapulco.  Maybe your employees are tired of seeing your face on the daily and could use a little R&R while working from home.
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Either way, it’s time we all jump on the wagon because whether we like it or not the Gig Economy is here to stay and it promises to only grow as time goes on.
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    About the Author

    Travis Smith is the founder and managing director of Square-1 Engineering, a life sciences consulting firm, providing end to end technical project services to companies which design, develop and or manufacture products in Southern California.  He successfully served the life sciences marketplace in SoCal for over 15 years specializing in engineering services, consulting, project outsourcing and leadership development. In 2019 he was recognized as a ‘40 Under 40’ honoree by the Greater Irvine Chamber of Commerce as a top leader in Orange County, CA.

    Travis also serves as Chairman, Board of Directors for DeviceAlliance, the only Southern California based medical device non-profit professionals organization and member of the University of California Irvine's Division of Continuing Education Advisory Board for Medical Product Development.  He holds a business management degree from California State University Long Beach and is a graduate of the Southern California Entrepreneur Academy.

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