Sharing Your Ideas

The thought of sharing their intellectual property causes some hand-wringing among consultants. How much should you give to a new client? Should you hold something back until you make the sale?

Some people worry that clients will pilfer their ideas and use them without any help. Others are concerned that competitors could get their hands on proprietary information and figure out a way to profit from it. A few believe that clients should pay before getting the “good stuff.”

Such concerns are not unreasonable. I’ve seen clients “borrow” ideas, and ethically-challenged consultants have been known to “adapt” other people’s work and call it their own. Fortunately, these are exceptions, not the rule.

Clients buy your expertise. Your best ideas are the foundation of the value you offer. If you hold them back, you put yourself at a disadvantage. Plus, hopefully, no one can execute a project using your ideas as well as you can.

My advice is to share your best ideas freely. Clients will appreciate your commitment and you’ll have better luck closing sales. When asked if it wouldn’t be better to wait on providing ideas to clients, a colleague summed it up by saying, “They can take my ideas. I’ll come up with others.”

Facing an “Arms-Crossed” Client

More than once, I’ve had to face “arms-crossed” guy. You may know him (or her) too—the client whose body language flashes, “I don’t have time for this. I’m not interested. Do we have to do this?” Since reluctant clients often play an important part in piecing together a project, it’s essential to break through the negativity.

Sometimes, no matter what you do, “arms-crossed” guy won’t budge. But if you need that person’s help, you’ve got to try. Here are a few tips for coaxing information from an unwilling client.

Start Easy

If there’s no apparent threat or risk, “arms-crossed” guy may warm up. So start your conversation with the basics. Normally, though, this guy could care less what you think about the plaque on the wall honoring his community contribution seven years ago. Don’t go there.

Instead, begin by stating exactly what you want to learn, who sent you, and how you plan to use the information. Also, confirm how long the meeting will last. You’d probably do this introduction with anyone, but it’s critical with semi-hostiles.

Resist the urge to respond to snide comments about the project, your role, or anything else that gets lobbed at you. Once you take that bait, you’ve lost the possibility of turning a bad meeting into something useful.

Then launch into easy, factual questions, for example, “How many people do you manage?” “How has your business (or function) grown, and who are your best customers?” The point: Start without controversy, show that you listen, care, and have credibility.

Plus, resist the urge to respond to snide comments about the project, your role, or anything else that gets lobbed at you. Once you take that bait, you’ve lost the possibility of turning a bad interview into something useful.

You might be able to pierce the wall of resistance by letting a reluctant client talk. Simple, fact-based questions offer the client an opportunity to thaw. Allow time for your client to expand on answers by pausing for several seconds after each response before you dive into the next question.

Define Your Must-Haves

If your meeting isn’t going well and there’s little hope of turning it around, check your notes. Identify the essential information you must have from this individual. Usually, you’ll have options for finding what you need elsewhere. Still, zero in on what only this person can give you and ask away.

Keep a brisk pace as you move through your questions, but don’t leave the impression that you’re writing off the meeting. Treat the reluctant client as an important part of your process, no matter how hard that is.

Get Closer to the Issue

Once you’ve finished the meeting, you’ll need to confirm whatever you learned. Find others who can flesh out your information, interpret what you know, and point you to others who can help. When you’re rebuffed by a client, get closer to the problem. Find people who are directly affected by the issue and seek out their opinions.

No matter how much “arms-crossed” guy resists, you’ve got to stay above the fray. Don’t complain about him to others in the client’s organization—chances are they already know about the attitude. And don’t avoid him in the future. Who knows—“arms-crossed” guy might turn out to be your best ally; treat him well and keep chipping away.

Quick Takes

Here’s a roundup of news items, trends, and market data from the last few weeks.

This insane graphic shows why you can expect massive consolidation of digital/social media marketing software and tools. The situation is equally crazed for mobile device marketing.

Here are eight ways to avoid Death by Desk Job.

If you use Twitter, the people at Twitter know what you’re doing on the internet. You can stop that tracking, or at least slow it down, by following these easy steps.

What will the CIO role look like in 2020? Consider one analyst’s view.

Google makes major changes to its search capabilities. Has the semantic web arrived?

IT outsourcing is on the decline, but on-shore jobs aren’t necessarily coming back.

Do you use an editorial calendar for your content development? These three tips will help you create one that will work.

Does content marketing matter for consultants?

Ever wonder why people abandon an online shopping cart? Here’s the answer.

Mark Birzell: How to Become a Great Consultant

Mark Birzell Loft9 Consulting

Mark Birzell

“We look for people who are smart, who are humble, and who are nice.”

In this podcast, I talk with Mark Birzell, co-founder of consulting firm, Loft9, which was named one of Consulting magazine’s Seven Small Jewels of 2012. Since the launch of Loft9 in 2010, the firm has grown its client base, revenue, and its group of consultants. One of the firm’s keys to success: hire extraordinary people and be proactive in the growth and development their careers.

I talked to Mark about what personal attributes he believes makes for a great consultant, how his firm is approaching the market, and how he thinks about getting the right price for his firm’s services.

Podcast run time: 17:46
Intro music exluna by Jakub Koter