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Working With Outsourcing For Your Success
By Ryan Gibson, Global Entrepreneur
[email protected] or Skype: RyanGibson
Introduction
1. Pick A Champion and Be A Champion
2. Defining and Following Tasks
3. Workload Reporting
4. Making Time and Timezones work for you
5. Keeping Focus
4
Listening & Talking Body Language
Plan
Formal Education Knowledge Of The Job, The Industry,
1. The Real Internal You
2. The Communicating You
3. The Organising You
4. The Knowledgeable You
5. The External You Physical Appearance
Implement Control
Clothes Physical Surroundings
Personal Excellence From The Inside Out
Personality Styles
Customers, Competition, Products, Services
6
1. Motivation
• Desire to be the best
• Earnings – key measure of success
• Competitive by nature
• Has the edge through communication
• Turns problems into opportunities
• Moves, stands and talks in a positive way
• Refrains from negative, pessimistic statements and ignores those made by others
7
2. Precision
• Focus• The Ability to decide what is important
• Will tackle unpleasant jobs
• Invests time convincing clients that the product is right for them – price is not such an important issue
• Detail• Does the job consistently and systematically
• Plans and organises
• Keeps notes of appointments, actions, reminders and deadlines
8
3. Direction
• Assertive• Tough minded and confident in negotiation
• Belief in self and believes in the product – it shows
• Handles negatives and insults well
• Relationship• Builds rapport with customers and colleagues
• They know that people buy from people, they are always selling
• 100% focus on clients
• listens
• constant contact
• Praises support staff internally and with the customer
9
4. Flexibility
• Ability to read other people and situations and to adapt their own behaviour accordingly
• They get excited when the customer is excited –businesslike when the customer is businesslike
• Adjusts posture, volume and tone of voice to suit (match) the prospect
10
The 5 Rapport Building Strategies
1. Adjust the real internal you
2. Drop the role
3. Match the total person
4. Talk their language
5. Be a complete listener
11
Adjust the Real Internal You
…What do I believe?
…Why do I believe this? What are my references?
…How do I know these references are true?
…There was a more positive logical explanation for a new reference that could replace my current belief?
…These current beliefs were replaced with beliefs that were more positive and empowering?
…They were more positive - WHAT WOULD THEY BE?
WHAT?WHY?
HOW?
WHAT IF?
12
Drop the Role
• Be a person not your position or title
• Check your voice tone … is it natural
• Show sincere care
• Listen to understand not just to respond
• Check your body language, don’t type in CAPs etc, careful not to scream in your digital communications
• Adjust your language
13
Effectiveness Levels of the Various Aspects of Communication
• 7% is in the words
• 23% is in the Tone of Voice
• 35% is in the Facial Expression
• 35% is in the Body Language
14
Ways We Can Mirror People for Improved Rapport
• Eye movements
• Gestures and posture
• Breathing rates
• Tonality
• Flow of language
• Pace
“People like to do business and socialise with people who are much like them”
16
The 3 Most Common Types of People in Reference to Information Accessing and Choice of Language Representational Systems
• THE VISUAL• Tend to rely on visual stimulus as a frame of reference when
communicating
• THE AUDITORY• Tend to use text, words and detail as a frame of reference when
communicating
• THE KINESTHETIC• Tend to use feelings and emotions as their frame of reference when
communicating
17
Language of the 3 Types
Visual Auditory Kinesthetic
• Birds eye view
• Eye to eye
• Get the picture right
• Look the other way
• Sight for sore eyes
• Mind’s eye
• Flashed on
• Beyond a shadow of a
doubt
• Rings a bell
• Give me your ear
• Tattle tale
• Tell the truth
• Tuned in/out
• Hidden message
• Word for word
• Talk me through
• Be on your toes
• Come to grips with
• Get a handle on
• Hang in there
• Keep your shirt on
• Stuffed shirt
• Stiff upper lip
• Set your cards on the
table
18
Similar Descriptions Across the 3 Systems
Ease outFade outDissappearIt will…
Feel it outTune inLook aroundJust…
Slip upBlow itMess upDon’t…
Hand fullEar fullEye fullWhat an…
ReachEarshotSightIt is within…
PushyBombasticGaudyIt is …
KinestheticAuditoryVisualStatement
19
Similar Descriptions Across the 3 Systems
KinestheticAuditoryVisualStatement
UncoverOpen your earsIlluminate
RerunReviewRelook
Strike youRing a bellLook familiar
Get a hold ofRecallImagine
Move him through it
Talk him through itIllustrate it to him
It will…
We have to…
Does this…
I need you to…
She will …
20
Similar Descriptions Across the 3 Systems
KinestheticAuditoryVisualStatement
Bring it in …Call attentionPoint it out
Touched uponAlluded to…Pointed to it
DemonstrativeInstructionalIlluminating
Got a hold of…Tuned into …Flashed on
I want to…
He…
It was…
My mind has…
21
Similar Descriptions Across the 3 Systems
KinestheticAuditoryVisualStatement
NumbDumbfoundedBlank
VibrateResonateRadiate
Walk throughExplainShow
Carry it throughHear it outSee it through
Feel it outSound it outLook it over
StanceCommentPerspective
Absent
Emit
Demonstrate
Persevere
Consider
Attitude
22
Unspecified
Similar Descriptions Across the 3 Systems
KinestheticAuditoryVisual
Display
Notice
Ignore
Attentive
Ostentatious
Plain
Put on paradeSound offShow off
Feel outListen inLook around
Pass overTune outOverlook
Care forListen on itLook after
SlickLoudFlashy
DullMutedLackluster
23
Unspecified
Similar Descriptions Across the 3 Systems
KinestheticAuditoryVisual
Rehearse
Demonstrate
Remind one
Conceive
Identify
Understand
RerunRepeatReview
Lead throughInstructIlluminate
Strikes youRing a bellLook familiar
Get a hold ofCall upImagine
Pin pointCall attention toPoint out
Catch on Grasp
Tune inClicks into
Get the picture
24
The Complete Listener
• Effectively open the door
• Passive listening
• Use acknowledgement phrases
• Listen Actively
• Ask them the 4 questions• What? Why? How? What if?
Communication through Questions
• Closed Questions (This is where you are asking a questions but telling them what you want. Such as “don’t you think it would be faster if you did this another way such as, xyz.”)
• Open Questions (What do you think is the best way to get this done, and faster, is there anyway to automate it, etc.)
• The Request (Automate this process, its taking too long.)
• Leading Questions (I once worked with a team that did work this way, XYZ, doesn’t it make sense for us to do it this way with you as well.”
• Directive Questions (We only have 2 weeks to get this done, I need to see a prototype by this coming Friday, can you make this date. Or Here is the website and database, I need you to contact everyone on this list by the end of the week, can you do it. I have looked at your “reports” and it seems that it’s a reasonable request, just you need to work about 10-20% harder to get it done. Can you meet this directive?)
26
The 9 Stages of Business Growth
Koiuiuier Kkjlkuiukjkjkjjdlfu
56/98/9876
Capitalising on Business Growth Stages & Cycles
Survive
&
Blame
Control
&
Profit
Achieve
&
Nourish
Adjust
&
Change
Expand
&
Risk
Establish
&
Maintain
Sell
&
Do
Create
&
Excite
9
Dormant
Stage
8
Establishment
Stage
7
Mature
Stage
6
Success
Stage
5
Turbulent
Stage
4
Ambitious
Stage
3
Stable
Stage
2
Take-off
Stage
1
Concept
Stage
If you are GREEN you are GROWING - If you are RIPE you are ROTTEN
Advancing / Growing Declining / Aging
ROI&
Status
27
• Branch, franchise or
community business
• Adding of a few
professional staff
members
• Established name
• Maintain market niche
• Basic systems
• Routine
• Owner / Key person
disengages
• Needs periodic
infusion of ideas, etc.
• Now oriented
• Urgency - cash &
customers
• Quick decisions
• Inaccurate projections -
no past
experience
• Founder - Key source
of energy
• Very little delegation
• No deadwood
• Very few systems
• Build excitement,
energy & commitment
to equal challenges
ahead
• Who will do it?
• Emotional
commitment &
ownership
• What? How? When?
• Generalities
• Contradictions &
continual changing
of idea/concept
Stage 1
Concept Stage
“Create & Excite”
Stage 2
Take-off Stage
“Sell & Do”
Stage 3Stable Stage“Establish &
Maintain”
28
• Clarity & Momentum
• Professional organisation
• Very functional
• No waste
• Controlled planned growth
in sales and profits
• Plan for cash needs
• Know what, when, why
and how to get there
• Prime of business life
• Slows down to plan,
systemise and
professionalise
• Conflict
Founder, professional
mgr
founder, board, old boys,
new people
• Often change in
leadership or leadership
style
• Systemisation begins to
take over from
individualism
• Sacrifice sales to adjust
• Prospering – cash
flowing
• Opportunities every
where
• Growing, expanding,
diversifying
• Fingers in too many
opportunities
• Too much to do – Key
people
• Responding – not
planning
• Over confidence,
excessive optimism,
arrogance
• Delegation without
control systems
• Pending crisis
Stage 4
Ambitious Stage
“Expand & Risk”
Stage 5
Turbulent Stage
“Adjust & Change”
Stage 6
Success Stage
“Achieve & Nourish”
29
• Personal survival focus
not customer focus
• Politics – camps / cliques
• A bureaucracy
• Administrators everywhere
• Tradition and habit not
reasoning
• Organisation dies or
becomes a monopoly or
subsidised by politicians,
foundations etc.
• Customers have to be
experts at working through the maze
• Lots of cash
• Eliteness & status
• Formal
• Elaborate buildings and poshness
• Air of arrogance and
intimidation
• Rules & policies - don’t
rock the boat
• Declining market share & negative cash flow starts
• Senior executives
untouchable
• Beginning exodus of
entrepreneurs, marketers& performers
• Company is strong
• Still action & results
oriented
• ROI is prime performance measure
• Sense of security
• Well organised
• Facts, figures &
measurement begin to
replace creativity &
entrepreneurism
• Lack of urgency
• Past achievements &
history is important
• Starts to lose flexibility
Stage 7
Mature Stage
“Control & Profit”
Stage 8
Establishment Stage
“ROI & Status”
Stage 9
Dormant Stage
“Survive & Blame”
31
Benefits of Understanding Business Stages
• It helps you determine the:• Client’s primary interests & challenges
• Decision makers & how they may decide
• Best way to sell, service & market
• Risks, potential problems & opportunities
• It adds credibility to you as a knowledgeable trusted advisor
32
Rate Yourself0 to 10 on Lines A & B
(Most of the time – Most situations – Most people)
Have others rate you – lines A & B
Line A: Person 1 ____________________ Line B: Person 1 ____________________
Person 2 ____________________ Person 2 ____________________
Person 3 ____________________ Person 3 ____________________
Average ____________________ Average ____________________
Line A
Line B
Very
outspoken
and / or
extroverted
Very
structured
and / or
regimented
Very
unstructured
and / or casual
Very quiet
and / or
introverted10 9 8 7 6 5 4 3 2 1 0
10 9 8 7 6 5 4 3 2 1 0
33
Very
Outspoken
And / or
Extroverted
Quick
Read Tool
Quick
Read Tool
Very
Quiet
And / or
Introverted
Very Structured and/or Regimented
Very Unstructured and/or Casual
PP
CP
PC
CC
SP
AP
SC
AC
PS
CS
PA
CA
SS
AS
SA
AA
Promoter Supporter
Controller Analytical
54 3 2 1
09 8 7 6
10
4
3
2
1
0
9
8
7
6
10
B
AA5
4 3 2 10
9 8 7 610
4
3
2
1
0
9
8
7
6
10
B
AA
B
Personality Profile
34
Supporter
• Caring and indirect
• Right brain-creative
• Decides slowly with others involved
• Relationship / communication is important
• Wants acceptance and inclusion
• Acts slowly and comfortably
• At work unstructured, relaxed and personable
35
Supporter
• Speciality is helping
• Assets – listening, teamwork & steady
• Liabilities – too easy, lack of goals & starts slow
• Fears unexpected situations and change
• Is secure with friendship and co-operation
• Assesses others value by compatibility, their relationships and how close they become
36
Supporter
• Inspired if included and needed
• Doesn’t like harshness, impatience and being rushed
Under pressure:
Fits in – Indecisive – Shies away
37
Analytical
• Controlling & indirect
• Left brain – logical
• Decides slowly with research
• The task – the method is important
• Wants facts, info, details and accuracy
• Acts slowly and systematically
38
Analytical
• At work is structured, practical and formal
• Speciality is accuracy
• Assets – numbers, plans, systems, organisation
• Liabilities – procrastination, perfectionism and being critical
• Fears losing face
39
Under pressure:
Avoids / Blunt / Stubborn
Analytical
• Is secure with preparation and thoroughness
• Assesses others’ value based on precision,accuracy and activity
• Inspired with “the process” and being competent
• Doesn’t like being pushed, disorganisation andunpredictability
40
Controller
• Controlling and direct
• Left brain – logical
• Decides quickly and conclusively
• The task and the results are important
• Wants performance, bottom line and results
• Acts fast and in a definite way
41
Controller
• At work – structured, active and efficient
• Speciality is action
• Assets – leading, delegating and inspiring
• Liabilities – need to be right, impatient, insensitive, dislikes detail
• Fears losing control
• Is secure when in charge
42
Controller
• Assess others by their success record, actual results and progress
• Inspired with winning and when in charge
• Doesn’t like wasting time, indecision and details
Under pressure:
My way or the highway / autocratic
and critical
43
Promoter
• Caring and direct
• Right brain – creative
• Decides quickly and spontaneously
• The relationship, socialising and fun are important
• Wants approval, recognition and energy
• Actions are fast and free
44
Promoter
• At work – cluttered, friendly and stimulating
• Speciality is being able to express themselves – expressive
• Assets – persuading, entertaining and starting fast
• Liabilities – unfocused, careless and ignores details
• Fears losing status
45
Promoter• Secure with visual approval and when others are
enjoying themselves
• Assesses others values by status / recognition and the network of influence
• Inspired when pursuing something and are part of something
• Doesn’t like regulation, routine & perfectionism
Under pressure:Attacks and can be sarcastic
and superficial (fake it)
46
Very
Outspoken
And / or
Extroverted
Quick
Read Tool
Quick
Read Tool
Very
Quiet
And / or
Introverted
Very Structured and/or Regimented
Very Unstructured and/or Casual
PP
CP
PC
CC
SP
AP
SC
AC
PS
CS
PA
CA
SS
AS
SA
AA
Promoter Supporter
Controller Analytical
54 3 2 1
09 8 7 6
10
4
3
2
1
0
9
8
7
6
10
B
AA5 4 3 2 1 09 8 7 610
4
3
2
1
0
9
8
7
6
10
B
AA
B
Personality Profile
PPPromoter
Promoter
CPController
Promoter
CCController
Controller
SPSupporter
Promoter
APAnalytical
Promoter
ACAnalytical
Controller
PSPromoter
Supporter
CSController
Supporter
CAController
Analytical
SSSupporter
Supporter
ASAnalytical
Supporter
AAAnalytical
Analytical
PCPromoter
Controller
SCSupporter
Controller
PAPromoter
Analytical
SASupporter
Analytical
47
Skills In Building Rapport
• Sincerity - Drop the traditional roles
• Awareness:• 7% in the words
• 23% in the tone of voice
• 35% in the facial expression
• 35% in the body language
48
Skills In Building Rapport
• Match / Mirror / Pace - Be similar to them
• Use familiar language
• Storytelling
• Listening through clarification
49
Factors For Success
• IQ
• Emotional intelligence
• Soft skills - social skills
• Strategic planning & marketing
• Skills & personal habits
50
Management
Comments &
Ideas
Actual
Completion
Date
Target
Completion
Date
Plans of Action
Possible
Learning
Sources
Area of
Improvement
and Why?
Date: ______________ Learner Name: ______________________ Pg. No.: ___________
The Self-Directed Learning & Development Plan
52
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
Step 1
Write down a question
type objective for the
planning session
Step 2
Enter the date and name of the facilitator or the planning process
53
What are the things I can do to
improve my real estate Sales and marketing? Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
? ? ? ? ? ? ? ? ? ? ? ??
Step 3
Brainstorm all the possible sub-topics or sub-projects that you will need to work on to
reach the stated objective ?
54
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my real estate Sales and marketing?
? ? ? ? ? ? ? ? ? ? ? ??
Step 4
Generate solutions
and specific ideas you want
to implement under each of
these sub-topics
55
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my real estate Sales and marketing?
Articles about
me/target
Mind
blowing
serv plan
Take one and
sponser table
top disp
Pictures of
me/activities/cli
ents/family
Key
influence
program
How-to
storyboard
Inexpensive
professionals
Relation-ship building
tools
Unique giftsTeam/assoc
endo
Method of
follow up
Economic
Cycles
70% client
30% me
On Computer
Fancy FaxCompetitor
endorsementBy Hand
Usable tools
for the home
owner
Recog-nisable endorse-mentsActual
program
written
Follow-up post
cards
Be unique use
bullet points
Assemble
my list
Unique
business card
Utilize visual
power points
Identify
target
market
Develop
strategic
alliances
Innovative
Marketing Tools
Personal
Marketing
Brochure
Build a data
base system
Highly effec-tive assistantor associate
What non-competitivepeople deal
with my poten-tial clients. ie -
Bankers
Appraisers
Weeklycontact
Networkinggroup 6people
Rapport
Building
Strategy
Personal
Call
Strategy
Professional
Presenter
Skills
Telephone
Call
Strategy
Support
Team
On-Side
Improve
Productivity
Newsletter
To Potential
Clients
Personal
Training
Plan
Boost Morale
And
Performance
Know why Iam doing this
Ask myselfthe right ques-
tions daily
Try quittingeven for an
hour
Performancepartner
relationship
Track myperformance
Utilizemotivational
tapes
Positive newsclippings
On-line forworld wide
input
Network ofagents in
other centres
Monthly net-work confe-rence call
Go to directmarketing
assoc. conf.
Join Toastmasters
Personal men-tors in/out-
side industry
Training plantogether
Training bud-get / do tourof realtors
Spend a fewdays with the
top agent
Insurance, financial, home
owners info
Ways to cuthousehold
costs
Informationon lawn care
etc.
For salesection “home
items”
Articles byother people
Stories aboutother people
70% client30% meBenefits
Retirementinfo
Believe-it-ornot
crosswords
Confirmappointmentdays ahead
Confirm sameday
Prune myclient list
Daily planswith priorities
Utilizetravelling andwaiting times
Maximizepeak energy
time
Take a timemanagement
program
Devote timeto computerliteracy prog.
Productivitywasters plan
Identify whothey are?
• Receptionist• Corporate• Trainer
• Manager• Spouse• Children
Celebrate withthem
Ask what theyvalue in a
relationship
Special eventsand dates
Show the partthey play
Have my ownmini-confe-
rence
Clearly sayThank-You
Cellularphone
Pager tone &voice speed
sensitive
Bodylanguage
tape myself
Let supportpeople knowwhere I am
Daily ticklersystem
Break out telcalls on my
daily call sheet
Review allcalls weekly
Trigger pointsnear phonebe happy
Mirror by thephone
Speak on myexpertise
Research myaudience
Identify whoI can speak
to
Set the stagewith confi-
dence
Use contrast/music / walls& flip charts
Audience par-ticipation pre-sentation kit
Check room &all equipment
in advance
Storytell market myself
Match andpace theaudience
Fax introfrom mutual
friend
Note on card& personal call
from friend
Take some-one with me
Letters, faxes& news
releases first
Do donut strategy
VIP networkbreakfast
Sponsoruseful seminar
Get evaluation“Forms”
Monthly, daily, weeklycall sheets
Matchingpacing mir-roring skills
Research theperson or co.
in advance
No surprisesstrategy
Knowledge ofthe industry
Dressaccordingly
Pick the rightplace
Utilize help-ful frequency
Always comewith some-thing new
Drop therole
56
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my real estate Sales and marketing?
Articles about
me/target
Mind
blowing
serv plan
Take one and
sponser table
top disp
Pictures of
me/activities/cli
ents/family
Key
influence
program
How-to
storyboard
Inexpensive
professionals
Relation-ship building
tools
Unique giftsTeam/assoc
endo
Method of
follow up
Economic
Cycles
70% client
30% me
On Computer
Fancy FaxCompetitor
endorsementBy Hand
Usable tools
for the home
owner
Recog-nisable endorse-mentsActual
program
written
Follow-up post
cards
Be unique use
bullet points
Assemble
my list
Unique
business card
Utilize visual
power points
Identify
target
market
Develop
strategic
alliances
Innovative
Marketing Tools
Personal
Marketing
Brochure
Build a data
base system
Highly effec-tive assistantor associate
What non-competitivepeople deal
with my poten-tial clients. ie -
Bankers
Appraisers
Weeklycontact
Networkinggroup 6people
Rapport
Building
Strategy
Personal
Call
Strategy
Professional
Presenter
Skills
Telephone
Call
Strategy
Support
Team
On-Side
Improve
Productivity
Newsletter
To Potential
Clients
Personal
Training
Plan
Boost Morale
And
Performance
Know why Iam doing this
Ask myselfthe right ques-
tions daily
Try quittingeven for an
hour
Performancepartner
relationship
Track myperformance
Utilizemotivational
tapes
Positive newsclippings
On-line forworld wide
input
Network ofagents in
other centres
Monthly net-work confe-rence call
Go to directmarketing
assoc. conf.
Join Toastmasters
Personal men-tors in/out-
side industry
Training plantogether
Training bud-get / do tourof realtors
Spend a fewdays with the
top agent
Insurance, financial, home
owners info
Ways to cuthousehold
costs
Informationon lawn care
etc.
For salesection “home
items”
Articles byother people
Stories aboutother people
70% client30% meBenefits
Retirementinfo
Believe-it-ornot
crosswords
Confirmappointmentdays ahead
Confirm sameday
Prune myclient list
Daily planswith priorities
Utilizetravelling andwaiting times
Maximizepeak energy
time
Take a timemanagement
program
Devote timeto computerliteracy prog.
Productivitywasters plan
Identify whothey are?
• Receptionist• Corporate• Trainer
• Manager• Spouse• Children
Celebrate withthem
Ask what theyvalue in a
relationship
Special eventsand dates
Show the partthey play
Have my ownmini-confe-
rence
Clearly sayThank-You
Cellularphone
Pager tone &voice speed
sensitive
Bodylanguage
tape myself
Let supportpeople knowwhere I am
Daily ticklersystem
Break out telcalls on my
daily call sheet
Review allcalls weekly
Trigger pointsnear phonebe happy
Mirror by thephone
Speak on myexpertise
Research myaudience
Identify whoI can speak
to
Set the stagewith confi-
dence
Use contrast/music / walls& flip charts
Audience par-ticipation pre-sentation kit
Check room &all equipment
in advance
Storytell market myself
Match andpace theaudience
Fax introfrom mutual
friend
Note on card& personal call
from friend
Take some-one with me
Letters, faxes& news
releases first
Do donut strategy
VIP networkbreakfast
Sponsoruseful seminar
Get evaluation“Forms”
Monthly, daily, weeklycall sheets
Matchingpacing mir-roring skills
Research theperson or co.
in advance
No surprisesstrategy
Knowledge ofthe industry
Dressaccordingly
Pick the rightplace
Utilize help-ful frequency
Always comewith some-thing new
Drop therole
Note :
If you are using a
large wall
storyboard and
post-it notes
then group similar
ideas and sub-
topics under one
category with
the smaller
storyboard you
could re-write the
storyboard.
57
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I need to do in
real estate to set up an effective data based marketing system.
Ethnic or
Religious
Groups
Specific
Interests
Position And
Industry
Targets
Other
Specific
Targets
Be Seen
Program
How To
Get The
Data Base
What
Method
How-To
Follow-Up
Relationship
Building
Tools
Service
“Listing”
Service
“Selling”
Home
Service
“Buying”
Service
“After”
Buying
German
Chinese
Japanese
Italian
East Indian
Greek
French
American
Baptists
Mormons
Mennonite
Buddhists
Hindu
ImmigrantsIn General
Golfing
Yachting
Tennis
Hockey
Skiing
Personaldevelopment
Computer“Buffs”
Women inbusiness
Retirementgroups
Health careprofessionals
Stockbrokers
BusinessOwners
Investors
SalesManagers
PersonnelDirectors
Accountants
Lawyers
Bankers
Educators
Strictlycommercialor industrial
Cottages
Condos
Specific pricerange
Ruralproperties
Rentalproperties
Guide forpacking
Choosing amover
Check listfor move in
How-to makethe move with
minimumdisruption
Weeklycontact onprogress
Help withpre-authorized
mortgage
Explain noviewing
without you
Explain whathappens
“commission”
Guide forbuying
Do a homebuying
questionnaire
List Charac-teristics :
A- Absolute
(must be’s)B- Beneficial(Desirable)
C- Convenient(Nice to have)
D- Don’t wantsDon’t be too
hungrystrategy
Weeklycontact
Touch, taste,smell, hear
and see
Home showingstrategy
Realities ofemotions when
negotiating
Give a guide -preparing for
an open house
Tour a fewother homeswith sellers
Packing andmoving How-
to’s
Contracts andassistance
Drop the role
Use under-standable language
Develop skillsfor reality
selling
Expectationson both sides
Utilizepreviousvendors
The little things
that makes the
difference
Newsletter
SuccessStories
Referenceletters
News release
Personalletter to them
Endorsementletters by
someone else
Hobby orindustry info
on area
Related infoand changes
Be sure tomix type of
contact
How-to sellyour “home”
seminar
Personalsales calls
Coffee / lunchattend
functions
Phone callsTelephone
Fax
Utilize a parttime
assistant
Know hotreasons why
people buy/list
Use relation-ship
buildingtools
Frequency
Know buyingcycles
ComputerAct
program
Hand writtencards
Daytimersystem
Get as much
detail aspossible
Last timebought &
sold
how many times
Name
Phone
AddressFirst CallLast Call
ResultsStatus
Referred by
Businesscards from
friends
Assoc. / Cluband church
activities
General insurance
company list
City director
Entry forms
Local tradeshows
Chamber ofCommerce
From keycontacts
Automotivedealers
Join theirassociation
or group
Get on theboard
Donate awardsWrite articles
“How-To’SeminarsSpeeches
Go to socialfunctions
Strategicbillboards
Local CableTV
Your pictureon every-
thing
Partake intheir activities
Additional Ideas on Super Service
58
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my real estate Sales and marketing?
Utilize
Economic
Down Swing
Now is thetime to buy
handout
Utilize economiccycle chart
Put togethera tool that
will convince
sellers tolist at theright price
Check intocreative
financing
Find More
Buyers
Develop a real
estate invest-ment
package
Target certainage groups
e.g.
• 1st timebuyers
• Retired or about to
retire
• Overseasinvestors
Tie in withmanagement
company
Referrals from
past buyers
Key people :Local
ministerBankers
Prioritize
Clients
Pinpointgeographically
A/B/C
Set-up database A’s
Retain developregain, gain
strategy
Key peoplewith a
network
Written list ofpresent andpotential A’s
& B’s forsellers and
buyers
Consistent
Prospecting
Two new keypeople per
week
Do assess-ment on per-centage of
times I askfor referrals
One hour perday prospec-
ting
Monthly maildrop
Quickly Esta-
blished In The
Community
Improve
Negatiating
Skills
Improve
Closing
Skills
Use The
Phone Better
More Personal
Marketing
Tools
Find More
High End
Buyers
Off-Set
Single
Parent Issue
Improve
Time
Management
Personal
Finances
Consolidatesmall A/C’s
Set a budget& stick to it
Liquidateunneeded
things
Target how many
extra sales
clears upproblem
Goal - highincome, lowoverheads
Best use oftime right
now
Invest time
Route mycalls & save
time
Use journaldiligently
Frequently use
phone numbers
visual
Get up earlier
Move faster
Weekly review:
Time, energy,ability
Get childrenin on solution
finding
Learn to say“No”
Visual teamschedule at
home
Part time help
Pick up anddeliver kids
Look at threetypes of
time (Balance)
Establishoverseasinvestors
Network topbusinesspeople
organization
Add serviceshigh end buyers
would want
Work to theirconvenience
Describe clearly
what a high end
buyer looks like
Personalmarketingbrochure
Personal postCards
Magneticcalendar for
fridges
Enery cardsUnique busi-
nesscards
Unique faxsheet
Sponsor trophies
Give out certificates
“Nicest look-ing” home or
“great customer”
Record myvoice
Write outformats
Trigger pointsby the phone
10 Ways tohandle
receptionist
List of phonesales callseach day
Study topphone person
Tapes &books on
phone usage
Memorizeall closes
Role play
Make up cardsand respond
Conscious ofbuying signals
Practiseregularly ½ hour per day
Buy RogerDawson’s
tape & books
Takenegotiating
course
Find top real-tor and inter-
view re
Negotiating
Role play
Complete listof negotiating
scenarios
Join two of
the best assoc.
Speak regular-
ly on buying,Selling
investing,creatingvalue
Monthly net-
workingstrategy
Get to know
key people
Make a listof key people
and strategize
59
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the activities Ineed to work on over the next six weeks?
Week Of
January 13
Week Of
January 13
Week Of
January 20
Week Of
January 20
Week Of
January 27
Week Of
January 27
Week Of
February 3
Week Of
February 3
Week Of
February 10
Week Of
February 10
Week Of
February 17
Week Of
February 17
Week Of
February 24
Time to buy handout
Put togethereconomic cycle chart
List of pastbuyers
List of keycontacts
Phone Night-ingale Conan 7
- Chicago
Re : R DawsonTape / books
Identify toprealtor
negotiating
Complete lookat finances
Continue timeto buy
handout
Call pastbuyers -referrals
Call on twokey contacts
Pinpointgeographically
ABC
Work on aretain to gain
strategy
Identify allassoc. and
pick 2 to join
Interview toprealtor
Memorize closes
Meetings withchildren
Schedule ofresponsibilities
- children
Display fre-quency used
Phonenumbers
Apply forconsolidate
loan
One hourper day
prpspecting
Start on realestate invest-ment package
Finish time tobuy handout
Work on retainto gain list
Practise 18closes
Trigger pointsby the phone
Put togetherphone format
Work onoverseasinvestors
Interview threehigh endbuyers
One hour
per day
prospecting
Work on realestate invest-ment package
Finish retainto gain list
Pratise 18closes
Work on overseasinvestors
Reviewchildrensschedule
Start on per-sonal market-ing brochure
Interview threehigh endbuyers
One hourper day
prospecting
Put speechtogether
Reviewchildrenschedule
Personalmarketingbrochure
Start highend buyerpackage
One hourper day
prospecting
Work on per-sonal market-ing brochure
High endbuyers
package
One hourper day
prospecting
Finish per-sonal market-ing brochure
One hourper day
prospecting
60
Bill Gibson
4 January 2002
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the activities Ineed to work on over the next six weeks?
Week Of
January 13
Week Of
January 13
Week Of
January 20
Week Of
January 20
Week Of
January 27
Week Of
January 27
Week Of
February 3
Week Of
February 3
Week Of
February 10
Week Of
February 10
Week Of
February 17
Week Of
February 17
Week Of
February 24
Time to buy handout
Put togethereconomic cycle chart
List of pastbuyers
List of keycontacts
Phone Night-ingale Conan 7
- Chicago
Re : R DawsonTape / books
Identify toprealtor
negotiating
Complete lookat finances
Continue timeto buy
handout
Call pastbuyers -referrals
Call on twokey contacts
Pinpointgeographically
ABC
Work on aretain to gain
strategy
Identify allassoc. and
pick 2 to join
Interview toprealtor
Memorize closes
Meetings withchildren
Schedule ofresponsibilities
- children
Display fre-quency used
Phonenumbers
Apply forconsolidate
loan
One hourper day
prpspecting
Start on realestate invest-ment package
Finish time tobuy handout
Work on retainto gain list
Practise 18closes
Trigger pointsby the phone
Put togetherphone format
Work onoverseasinvestors
Interview threehigh endbuyers
One hour
per day
prospecting
Work on realestate invest-ment package
Finish retainto gain list
Pratise 18closes
Work on overseasinvestors
Reviewchildrensschedule
Start on per-sonal market-ing brochure
Interview threehigh endbuyers
One hourper day
prospecting
Put speechtogether
Reviewchildrenschedule
Personalmarketingbrochure
Start highend buyerpackage
One hourper day
prospecting
Work on per-sonal market-ing brochure
High endbuyers
package
One hourper day
prospecting
Finish per-sonal market-ing brochure
One hourper day
prospecting
Step 5
An additional step can be
a “flowchart storyboard” of what
you plan to do in which weeks etc…
…JUST DO IT!
61
Bill Gibson
25 September 2001
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my personal selling ?
ROI
Personal
Assets
Set-Up
Data Base
Approach
Rapport
Building
Skills
Warming
Up My
Calls
Breaking
The Ice
Understanding
Buying
Motives
Improve
Proposal
Selling
Improve
Objection
Handling
Closing
The
Sale
Additional
Sales Oppor-
tunities
After Sales
Account
Building
Key
Account
Management
Super
Service
Weeklyreview of
investment
Best use ofmy time right
now
Clear :A ListB List
Strategies list :
Retain
DevelopRegain
Gain
Pro-activeA’s
50% Time onA’s
Do profiles on
all my clients
5 Key thingswhen
dealingwith each
style
After each call do
a check on match
mirror pace
Take NLPcourse
Read bookInstant
Rapport byMichael Brooks
Work onactive
listening
Alwaysidentify key
people
Dopreparation
work
Know thepurpose
Know benefitsin advance
10 Point telcheck list
Developformat letters
& faxes
Format forphone
Utilize networking
Write out 10different
approaches
Design :Quick
Analysis
ExtensiveAnalysis
Features &benefitssheets
Top sellers
On thecompany
On me
Make a list ofHow the buy-ing motives
can be used
Make upsituations &statements
on cards
Reverse sideis the close
Memorize,practise and
study
Make a list ofbuying sig-
nals & study
Keep track ofclosingratio &
How manycalls it takes
List who I want on VIP
list
strategy of VIPfunctioninvites
Who can Irefer business
to?
Monthly pur-chase plan
Develop ownunique Thank-
You notes
Thank-Youstrategy
Write A news-letter periodi-
cally
Free ticketstrategy
Identify“surprise
gifts”
“How can I help” tool
Know servicepivot
points
Pass on topositivesupport people
Set personalservice
standards -
Write themout
Identify myprime base
Set-up dailyjournalsystem
Daily “pull-up”of contacts
Monthly reviewprime pros-
pects re.
Buying cyclesFrequency
goals
Primary,Secondary
Other tools &
methods to build
relationships
Light database program
for masses
Complete listof objections• Prdts/service
•Company•Me
•Situation
Make a list ofthe solutions
Make abovepart of mobile
sales tools
Develop anassessment
tool
How effectiveI am
Create stan-dard flexible
format
Presentationon :
Overheads
PowerpointSlides
Learn to present to
groups
Put togetherinfo influencefactors tool
List of mainproducts &
services
Make up :3 Add-ons
How to upsell
How to matchsell
Develop aremindersystem
e.g. clipboardselling
Have someonetest your- Add ons
etc.
Developflexible
audit tool
Auditstrategy
Pin point key
people forstrategic
Alliances, then
Set up strategy
Set upresponse
pointwith my
internal people
re feedback
62
Bill Gibson
25 September 2001
Sub-Projects/Sub- Topics/Ideas/Solutions/Action StepsProject Leader:
Date:Knowledge Brokers International
Topic/Project:
Bill Gibson’s Storyboard Action System
What are the things I can do to
improve my personal selling?
Personal
Marketing
Tools
Be Seen
Programme
Time
&
Energy
Personal
Motivation
Personal
Motivation
30 Minute
Snapshot
Storyboard
Personalmarketingbrochure
Uniquebusiness
cards
Designunique fax
sheet
Developpersonal
post cards
Sponsor &trophies
Deskcalendar
Organize:
• My car• My office• My home
Route my calls
Paperwork atcertain time
Think shortcut to the top
Identify whatseminars couldbe conducted
Sponsor theright group
Stressthermometer
• In car• Office• Home
Regularexercise
Block timefor me
Put three types
of time towork at home
Write out whatis sacred &
needs protecting
No boozeno caffeine
Have a worryJournal
List worriestwice a week
Pick 3 booksto live withthis year
Get up early
Worry chart in•car, office,
•home
Face facts &then act
Utilize traveltime
Audio tapes
Do one on• Business
• Personal life
• Health
Use it withclients
Write regular
article forsomeone
Set up affiliation
with six keypeople this
year
Identify where Ican be
status-spokespers
on
Be news con-
Scious
& sendnews
releases
Become how
to expert thisyear
Carry my main
one with met
Review itweekly
Educateclients withstoryboard
Storyboardfor children
at home
Make it part of
my life
Prioritizing the Plan and Tasks
• When coming up with the tasks, you need to build out the needs analysis for yourself and your project. Brainstrom the top 20 tasks you need completed. Then prioritize those tasks into the top 10 from priority, 1 through 10. Then place times of which you need to get these done, and give them to the Champion to confirm and communicate the ability of the team to complete the tasks. Add onto this task list on a weekly basis, with “requests” and “open questions” as well as weekly “most important suggestions” to be integrated into those key tasks.
• Build a priority alert like system or code such as A is Absolutely it needs to be done, B is beneficial, C is convenient, D is Do it last.
• This way you can quickly give directions such as “that sounds like a D task you are working on, please do the “C” tasks I asked for if you do not have an A or B task pending. This helps in communications and prioritization of time. Sometimes you can escalate certain tasks. Like in a support system as well, A – 24 means something that needs to be done in the next 24 hours, B – 24 is something that needs to be done in 24 hours, but is something that is behind the A – 24s. A – 5 days, may be a project, that needs to be completed in 5 days, its status is updated per day A-4,-3-2-1(24hr) etc. This way they are tasks with times on them, and people know what they have to do. Color coding can work as well as Red as urgent, yellow as convenient, green as done, etc. The ABCs approach can also be used for “questions”
64
10 9 8 7 6 4 3 2 1 0
Which Project First ?
Not Urgent Urgent
Important
Not important
Important
Not Urgent
Important
Urgent
Not Urgent
Not Important
Urgent
Not important
0
1
2
3
4
5
6
7
8
9
10
HELPFUL HINTS
• Listen to results! One of the things that is important is listening to and tracking results. When you receive reports you need to ask yourself the following questions:
• Did the person understand the task and complete it properly?
• Did I ask the team member who did the task, how they feel about the work they did, and the responses they are getting? If its for development and not marketing, “do they like the program they are working on, and the way it is functioning, do they find it “useful”, this kind of feedback advances your results.
• Start a list of “why I think it was a most useful suggestions” and track the person and their suggestion. Have a daily “suggestion” criteria to your reports, so that you can “add” the most useful suggestions to your useful suggestions list. This promotes involvement and understanding of your business and the people who are doing it for you. Have one side of the page with the “suggestion” and on the other side of the page list from a team brainstorming session, or one between yourself and your champion “why you think that’s a most useful suggestion”
• Have Daily Reports, Weekly, and Monthly
• Plan
• Prioritize
• Explain Objections
• Track the Results
• Listen to the Results
• Suggestions
67
Personal Time Management -Top 10
1. “ What is the best use of my time right now? Time value?”
2. Categorize - Important / Urgent
3. Best time of the day
4. Plan day - night before
5. Handle paper once - keep it in the other persons park
68
Personal Time Management -Top 10
6. Break down list of “to do’s”
7. Down time – review reports, read suggestions, test the work that has been done, review notes from prior meetings to reprioritize
8. Set appointments, confirm before hand
9. Let others own their problems
10.Pass it up, down, across and out.
Rate Yourself From 0-10
• I plan my meals in advance and shop accordingly.
• I regularly check, through visualization, what a typical day looks like and I change those things that are causing me strife or pressure because of lack of organization and time control.
• I use a private quiet spot or a library for getting important work done.
• I participate in regular exercise and follow good healthy eating habits. "Short term pain for long term gain".
• I carry a small notebook or utilize another system to record good ideas and inspirations.
• I have an "idea bank" or "idea file" or “suggestions file” for increasing business and developing personally. This includes ideas to help clients, ideas for selling, etc.
• I ask people to call me at certain times so I reduce the risk of getting disturbed at important times. I switch off my cellular phone and check for messages during important project times and meetings.
• When making a phone/skype call/chat I have a list of objections/questions and I leave space for making notes.
• When tackling big projects I "bite off a small bite" at a time to get some momentum going.
• I map out my calls and errands to save time and save money.
• When I am on a roll I keep rolling. When I am "hot" I don’t stop or change focus.
• When I procrastinate because of fear I ask the question “What is the worst thing that could happen to me?”
• I read books in the same way as I skim through a newspaper.
• I clip articles, etc. that I like and throw away the magazine and newspaper.
• I use transit (travel) time to dictate and listen to self development tapes or catch the news.
• I don’t worry about things that have already happened, trivial things or about the future. I focus on what is real so that I can do something about it.
• I have calculated what my time is worth by the hour and I update it regularly.
• Before running across town for something I check the internet and other sources for a closer place.
• I confirm appointments before
• I keep things I am not working on out of sight so I am not distracted.
• I eat light lunches to save energy and I don’t drink alcohol at lunch.
• I have a smart phone for writing notes and sending messages immediately if needed
• I jot down on paper or enter into my computer the pros and cons of situations so I can make faster efficient decisions.
• I train others on various functions so they can handle things for me.
• I live the philosophy “do it right the first time.”
• I set deadlines and track how I have done to be able to estimate time better in the future.
• I live and work the 80/20 rule. 80% of the business comes from 20% of the client base. I focus mainly on the fact that 20% that produces 80%.
• I let others own their own problems and don’t waste time saving people all the time.
• I am excellent at passing work up to others, across to others, down to others and some times out the door to others. “Who else can handle this or should handle this?”
• I "trade off" jobs and responsibilities I don’t enjoy for activities I enjoy.
71
The Worry Chart
40% of all things we worry about never happen
30% have already happened and we can't do
anything about them
12% needless worries about health
10% petty miscellaneous issues
8% real worries ½ we can do little about, the
other ½ we can…
…take Positive Action on NOW!
72
Reducing Worry / Anxiety
• Set a specific time for worry - make that list
• Move to action
• Try exercise
• Get out of bed quickly
• Post good news to the team
• Keep positive people around you