Another Secret to Email Success

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Do you find yourself writing the same replies or covering the same topics day after day? You know the ones; chasing clients for material, responding to new business enquiries, chasing payments from recalcitrant clients, and possibly replies to employment queries from candidates.

Well, about five years ago, I tried a tried and true trick that direct marketers have been using since the dawn of postal services; I use templates.

That’s right – if you’ve ever had an email from me, about a topic that I repeatedly cover over and over, then there’s a chance that the email was derived from a template. Why, I hear you ask, would I ever use email templates? Isn’t that impersonal and ineffective? Quite the opposite! There are many great reasons to do this.

Save Yourself Precious Time

The less time you are writing emails, the more time you’re spending time doing what you really should be working on, unless your position title is ‘email person’ of course! You’ll respond to enquiries faster. Because you are spending less time writing the same material over and over, you can respond faster to those urgent emails.

Save Your Recipient Time

If you make sure your email really answers the next queries too, it’ll save a bunch of time that your recipient would normally have to write back about.

It’s not Impersonal

I’m not suggesting writing an entire email and literally just changing the first line; there’s plenty of productivity and time-saving even in emails that are only 60% repeated content.

How to get started? Here’s what I do.

I start by watching what sort of emails I am constantly writing. I average over 120 emails a day, many of which expect a reply, and many of which are expecting a very similar reply. So I started by writing a list of the topics that I am regularly asked about.

Next step was writing the main points of the email, and just using that as a start. For example, a project update email may go along the lines of;

  1. Tasks just completed
  2. Tasks to be completed next
  3. Materials we need from the client
  4. Any deadline/budget issues

Then, I started writing emails that covered these points, and fleshed them out with all the details I believe the recipient needs. Over time, I then watched responses to those emails and found a number of recurring questions (such as responses to my email above regarding image supply ‘What format shall I send those images?’) and I made sure my email covered those too, saving both myself and the recipient time in reading an responding.

I keep these templates in a folder in my mail program, with a subject line what the general topic is, so I have emails with the subject ‘Follow up about recent quotation’ and the like.

Then, I cut and paste the text from these email templates into my replies, or new emails in some cases, and then personalize and rewrite parts that need revision. That way, the email really is tailored to the recipient and doesn’t sound ‘canned’.

Give this method a try – I’m positive you’ll find all sorts of emails you can pre-write and give yourself extra time for more important work, every day. Enjoy that extra time!

Email image via Shutterstock

Stop the Abuse! 7 Steps to a Well-Trained Client

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In my last article, I wrote about how we allow clients and prospects to mistreat us. Such treatment can range from the merely annoying, to unprofessional, disrespectful, or outright abusive. Regardless of how you label it, or whether it’s deliberate or not, the bottom line is: do you want to be treated that way? Of course you don’t!

Train or be Trained, That is the Question

Dr. Phil says that you either teach people to treat you with dignity and respect, or you don’t. But respect doesn’t come by demanding that others treat you right. Talk is cheap; you’ll gain more respect from your actions rather than your words … actions rooted in the right attitude, that is. Here are seven practical attitude and action steps to take.

Play Hard to Get

I found that playing hard to get works well in both dating and buying a car. (I discovered both by chance.) In the latter situation, I found myself held captive in the back office of a car dealership, as two different salesmen tag-team pressured me to buy the car I’d just test-driven … a slightly-used Ford Mustang in mint condition with low mileage.

The problem was, I’d walked into the dealership on a whim, not really knowing what I could afford or how much I’d pay for insurance. As I kept resisting their advances, the price of the car kept getting lower, and the value of my trade-in kept getting higher.

And as far as dating goes, why is it that, when you realize the person you went out with last week is crazy for you, he or she suddenly becomes slightly less interesting?

Sales is a lot like dating, so when scheduling appointments with clients or prospects, don’t be too available. If you say, “When’s good for you? I’m wide open the next three weeks,” what the client hears is, “I’m not much in demand. How high would you like me to jump?” Instead try this: “I’m available Tuesday or Thursday afternoon. Which works best for you?”

It may seem like a small thing, but doing so sets the stage to prevent unreasonable demands on your time, like clients continually canceling and rescheduling meetings; or expecting you to meet twice a week at the drop of a hat anytime they have a question or concern. You can avoid much of this if you send the signal, early and often, that your time is valuable and that there’s a demand for your services.

Expect to be Treated as an Equal

This may seem difficult at times, especially when your prospect is a well-dressed attorney sitting behind a mahogany desk in her posh downtown office with eight-plus years of Law school under her belt … and you learned to design websites over the Internet, in the spare bedroom you call your office, from which you just came, wearing the only suit you own.

Yet, establishing a peer-to-peer relationship is important if you want to be treated as an equal, and not like a lowly sales person or freelancer desperate to close a deal. If that’s how you’re feeling, the next two steps will help you overcome this.

Remember Who Benefits Most

Keep in mind which one of you will benefit most from your business relationship. One new client may mean thousands or millions of dollars in fees for that attorney. And you’re making … what, a few thousand? Your attitude ought to be: If I can successfully accomplish her business objectives, this client will profit ten-times above and beyond the paltry fee I’ll earn from this project.

Remind Yourself Who the Expert Is

Those eight-plus years of Law school makes that attorney an expert in one thing—practicing the law. If she was some type of web-designing, SEO-ing attorney, she wouldn’t be meeting you to discuss hiring you, would she? You are an expert in your own right, and you’ll use all your expertise and knowledge to benefit her business—just like she does for her clients. Never forget that.

Expect Mutual Commitments

Some people think closing a deal means jumping through any hoop your prospect holds up, no matter how high. There’s nothing wrong with a little hoop-jumping, but it’s not unreasonable to expect a commitment in return.

A few years ago, I needed a new vehicle. This time, however, I walked into the dealership knowing exactly what I wanted and how much I had to spend. When we were ready to take it on a test drive, the sales person reconfirmed that the vehicle was within our budget. Then she asked the commitment question: “If you like the vehicle you’re about to test-drive, what will you do when you get back?”

There are many ways that could’ve been answered, but we responded with, “We’ll buy it.” If your prospect wants you to write a proposal, consider asking something similar. It’s perfectly okay to establish your prospect’s buying intentions before agreeing to his request. At the very least, I’d want him to commit to a day and time he’ll get back to me with a ‘yes’ or ‘no’ answer.

Establish Expectations Up-Front

It’s impossible to manage your client’s expectations if you never defined them in the first place. Here’s a simple way to solve most problems before they ever become problems:

  1. Have clearly-defined expectations that you both agree upon beforehand
  2. Write them down

Congratulations! Now you have a contract. Just be sure it clearly stipulates how each situation will be handled and resolved.

As nerve-racking as it might sound, I strongly suggest you sit down, face-to-face, and discuss each point of the contract with your prospect before he signs. (In my next article, I’ll tell you exactly how to pull this off.) Emailing the contract only guarantees he’ll never read it. So when the unexpected pops up, who do you suppose will get the blame?

Rid Yourself of Low-End Clients

Choosing the right clients is crucial, yet it’s hard to be choosy when you first start out. So it’s not uncommon to end up with more than your share of low-end, cheapskates in your client base.

Once you’re established, however, consider ridding yourself of the lower 15 percent of your client base. This 2001 article, Clients or Grinders: Understanding the Three Market Types, is as relevant today as it was over 10 years ago when I first read it. The author describes the lowest 15 percent of the market as “grinders” who …

… will grind you and demand that you treat them like the people in the Top 15% category—and they will expect that treatment from you as they push and push to get things below your cost. They’ll promise you more jobs down the road and that just this one job needs a deal—the others will make you some money. Yeah, right!

The truth is: they’ll never let you make a dime off them while you suffer through insults, mistrust, constant changes and arguments over what you agreed to or didn’t—and no matter how well you do, nine times out of ten there will almost always be something wrong with the job you did. They will never be happy. They do not recommend you to their associates and this is probably due to the fact that they know themselves quite well and think that everyone is like that creep they see in the mirror every morning. If they need to invent a reason not to pay you, they can get incredibly creative! The Net is full of stories of people trying to collect on debts made by these people.

Regardless of whether your lower 15 percent consist of these types of clients, consultant Alan Weiss recommends you rid yourself of them on a yearly basis for the sake of growth. Doing so frees you to pursue clients in the top 15 percent. Failing to do so only serves to drag you down.

This last step won’t cause existing clients to treat you better, but it will give you peace-of-mind, as you shed yourself of very the clients who cause the most grief.

Keep in mind that there’s a way to fire a client who’s been a low-end but generally good one. And then there’s ways to fire an abusive client. Be sure to use the appropriate method for each.

Keep it Together, Man

Judging by some of the discussions I’ve witnessed online, this is a hot topic for most of us. But remember: it’s just business. Letting a client know how much he’s frustrated you is not professional. Keep cool as you implement each of these steps in your sales and production methodology, and watch as chronic client problems become a thing of the past.

Image credit

Is Routine Undermining Your Productivity?

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Routine is the enemy of productivity.

If there’s one thing I’ve learned since I first got a job, it’s this.

Routine is the road rutted so deep that you don’t even need to steer your way down it. Routine puts us to sleep at the wheel, and spells death to dynamism. Routine kills creativity in all its forms.

The shortest route

The human mind is pretty good at learning. And once we learn something, we naturally look for ways to cut corners, to make our lives easier and the task ever simpler.

Prima facie, this fact suggests that routine is great for productivity—after all, once we learn a routine, we can make it simpler, and more efficient, and that means greater productivity, right?

Well, not always. Firstly, the shortcuts we make—the “efficiencies” we create—are often subconscious, or driven by a desire to simplify and speed up, rather than produce the best possible outcome. And for freelancers, there’s no point producing poor work.

Secondly, in our work, routines commonly relate less to processes that we need to complete to produce work than they do to the times and places at which we do certain things. Routine often relates more to the scheduling of our time than anything else. And that kind of routine’s the worst of all.

Let’s say you have a regular Wednesday morning work-in-progress meeting with a client. You decide to block out Tuesdays, between 3pm and 4pm, to prepare the weekly agenda and project update documentation. Every week.

As the weeks pass, this hour of quiet time may well become a welcome punctuation that signals the end of the first hectic days of your week. Soon, you start each prep session by going out and grabbing a coffee, which takes 15 minutes or so out of your scheduled hour.

The first couple of meetings go well, so your brain automatically begins to focus on the parts of the process that get the most attention from the client, and cuts from the workload those things that aren’t discussed at such length. Your agendas get shorter, as do your status reports. You’re also getting to know the client, so you spend less time and energy coming up with or discussing proposals for different aspects of the work with them—maybe you start inferring and assuming instead.

You can see where this scenario is heading. Perhaps you know from bitter first-hand experience. Routines encourage us to operate on autopilot, and for freelancers, that’s the last thing we want to be guided by.

But the impact of this routine doesn’t stop with the WIP meeting and your preparation. It also affects that last hour (or two) of your Tuesday afternoon. You finish the preparation at 4pm each week … and then what? Perhaps you decide that you’ll use the remaining time to do small bits and pieces, since you’re unlikely to ever start a new or large task that late in the day. So maybe over time that last hour on a Tuesday becomes, basically, wasted time—you muck around on Twitter, send some emails, and organize your social life.

Suddenly, that one-hour of prep has become a half hour that cuts two precious hours out of every week. Multiply that by any other routine tasks you need to do, and you could be creating some major inefficiencies for yourself.

The scenic route

If routine encourages us to take the shortest route, perhaps our goal should be to take the scenic route. Scenic routes have more inspiring views, more challenging driving, and usually make for a more enjoyable journey.

Many freelancers pride themselves on the fact that their working lives involve minimal routine. But often clients encourage us to adopt a routine because it makes it easier for them to manage their time, or coordinate multiple stakeholders or inputs at their end.

Life can also encourage routine—maybe you have a regular fitness training session, business mentoring meeting, or interest group catchup that you need to schedule into your week.

If you need to stick to a routine for some reason, there things you can do to help make sure the time you spend is productive and actually fulfilling.

Change the location

Changing the location in which you complete the routine work can help you to stay fresh and focused—even (and especially) if you always complete that work at the same time each day or week.

Think about a few potential locations where you could do this task—the cafe, the library, your back patio, your office, a shared workspace, and so on—and choose a different one at random every time you’re getting ready to do that routine work. What seems like a small, “cosmetic” change can go a long way to keeping you alert and on-task.

Change the time

Similarly, changing the time at which you do routine work can present different challenges each time you complete that task, keeping us on our toes.

Perhaps you need to do an hour’s meeting prep on Thursday each week. Don’t set it as an repeating appointment in your schedule: mix up the scheduling of that hour each week. Get up early this week and do it in the calm of morning, before you start work proper. Net week? Drop it in between those two Skype calls you have scheduled. The week after? Who knows?

Changing the schedule like this means you’ll always approach the routine work from a different perspective, and tackle it in a slightly different frame of mind. And that means you’ll have more opportunities to think creatively about what you’re doing.

Break up the task

Sometimes, routine work takes up large chunks of the day or week. In those cases, it can be a good idea to break up that work and tackle different combinations of tasks at different times, and from different locations, each week.

The other benefit of breaking the tasks up is that this puts boundaries around them: you’re automatically limiting the amount of time you can give them. This can help you to generate and maintain motivation for those tasks even when they’re relatively unchanging compared to your other work.

Set goals

It’s all too easy to take a routine task, at a routine time, and say to yourself “I’ve got two hours to get this done.”

Let’s face it: getting something done is really the bare minimum level of performance. If you’re trying to grow your freelance reputation and business, and actually enjoy what you do at the same time, you might want to go beyond just crossing the routine task off the list as “done.”

As you begin, have a think about what you want to achieve with the work. Set a goal—something that’s either related to the quality of the routine work you’ll do, its value to the client, or its value to you and your business, and complete the task in a way that meets the goal.

In our example of the weekly WIP meeting, perhaps this week you’ll try presenting the task progress reports graphically, rather than in text format, because you’ve realised that your client’s a visual person and you think a graphical representation will be more interesting and look more professional.

Stay conscious

It sounds elementary, but as I said at the outset, routine can put us to sleep at the wheel. Often, staying conscious of what you’re doing, how much time you’re taking to do it, and how well you’re doing it, is the biggest challenge of all.

Remember: our brains are made to learn, and then build into our subconscious any aspects of the work that we can. With routine work, it can he hard to avoid operating on autopilot.

Taking a moment every so often to review the routine work you do, and assess how it’s tracking, can be a good way to stay conscious of your progress and performance on those tasks. Discussing it with a colleague or friend-freelancer can help to give you a fresh perspective on the work, and where you can take it. Asking the client for feedback can also help you to see the work, and how you can improve your contributions, in an objective light. Try researching and trying different techniques or approaches for completing the task, too.

Are you asleep at the wheel of the routine work you do? Share your advice for getting out of the rut in the comments.

Image by stock.xchng user fangol.

How to Avoid Retainer-client Burnout

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Do you have clients on retainer? If so, you’re probably familiar with the concept of retainer-client burnout.

Retainer arrangements can seem like the ultimate freelance goal—after all, who doesn’t want a reliable, bread-and-butter income to support their freelancing? Yet retainers can wear pretty thin over time.

Let’s face it: bread and butter isn’t the most exciting meal. Many of us freelance because we like variety. Balancing our need for regular, reliable income against the potential for boredom can be difficult. But the last thing you want is to underservice or lose interest in your retainer clients—they’re more likely to be the ones you want to look after best of all.

How can you ensure you don’t get bored by retainer work, and keep your quality levels high, over the months and years?

Change the schedule

When you first begin a retainer, you may decide to schedule the work for the same time slot each week or month. It makes sense: this way, you can ensure you’ll always complete the work required.

That’s all good … until the retainer starts to feel a bit humdrum or boring. At those times, simply changing your schedule can have a surprising impact on your motivation for the work.

Don’t just look at moving the retainer time to a different day of the week—consider breaking the work itself up differently too. By chunking tasks differently—potentially into smaller, more specific blocks—you can find you have greater focus and can produce work of even higher quality for those regular clients.

Streamline and improve service

Once you have a retainer up and running smoothly, you may find it a good testing ground in which to try streamlining your work processes to make them more efficient.

The more efficiently you can complete the retainer work, the more profitable it’ll be for you. And if you find you have extra time in the retainer, that might give you the opportunity to expand the nature of your retainer work with that client.

But that’s not all! You can also use retainer relationships to do non-intrusive, ongoing, qualitative market research. Work closely and regularly with a retainer client, and you’ll likely build significant rapport.

That strong, ongoing relationship will support your evolving understanding of the retainer client’s business, needs, expectations, and industry as a whole. And that can give you deep insights into offerings you can provide to other businesses operating in the same space.

Experiment

One thing I’ve found retainers to be great for is experimentation. Over time, you’ll likely find that you get into a groove with the routine of your retainer work, and it begins to take less time as you naturally streamline the way you work.

Why not use that extra time to try new things? This isn’t about treating retainer clients as guinea pigs; it’s about offering them added value and innovation ahead of your other clients, all within their regular retainer fee.

Similarly, your growing knowledge of your retainer client’s business and needs can help you perceive other opportunities for your services to add value to their work. These may not be opportunities that increase your retainer income, but they may keep you interested and motivated as the months pass.

Manage your rate

Money’s another, pretty compelling motivator. Yet retainer arrangements usually involve a volume discount on our standard hourly rates. While that makes sense, it can make it hard to get motivated to do retainer work when we have (or want to chase!) a nice lucrative project at the same time.

To that end, it’s probably wise to keep track of your retainer rates—don’t set them and forget them! Each time you raise your hourly rate, review your retainers as well, and make sure you tweak them accordingly.

Finally, if you find you’re losing interest in a retainer, rates can be a good first place to start diagnosing the problem: do you think the work is worth your time? If not, you may need to up your retainer rate.

Keep in close contact

For some of us, project work tends to involve more intense client contact than does retainer work. But if you like that contact, you’ll want to make sure you keep it up with retainer clients, too. Otherwise, months down the track on a retainer, you might find yourself feeling like a machine, cranking out the same old widget each week—a widget that the client has come to take entirely for granted.

A better option is to keep in close contact with your retainer clients. While it’s true that they and you both want the arrangement to be hassle-free, it’s an error to equate contact with hassle. Keeping in touch is essential for effective collaboration, and your ability to provide the best possible value for the retainer fee.

Continuously build a relationship with your retainer client—not just their business!—and you’ll likely find retainer work far more satisfying than if you work as autonomously as possible.

These are just a few ideas, but I’d love to hear how you avoid retainer burnout in your work. Share your thoughts with us in the comments.

Image courtesy stock.xchng user saavem.