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Attract the Right Job Or Clientele:

Do You Set Rules for Engagement?

Today, more than ever, it is essential to set rules for engagement before accepting any business, especially with a need to promote another. Otherwise, the next step could be to seek legal advice. We want to avoid getting caught up in a scam or helping another with a project that is not as initially projected. Before accepting any offer that may intrigue us, we must research before agreeing to a partnership.

My Story

Routinely offers to buy a business, promote the work of another entity, or collaborate with new people come to my attention. Most offers are easy to decline as they do not meet my goals and will only eliminate the time necessary for achieving them. In other cases, I either need to gain the knowledge required to succeed with the offer or desire to consider the opportunity. In these cases, it is easy to decline the requests.

My first step is to schedule a conversation to learn more. When someone approaches whose demeanor almost matches mine in an approach, the behavior catches my attention. However, I forewarn the person that I have many questions that require answering.

Upfront, I may be excited about the proposition, but it’s best to begin by gaining insights from those already established in the industry. I lay out the opportunity before me and ask if they know the people and the company they represent. The primary concerns are:

  • The business in question aligns with my priorities and goals.
  • The company has a solid reputation. 
  • Our principles for conducting business match those of one another.

Detective Work Upfront

I will thoroughly research a website to gain further insights before speaking with someone about the possibility of partnering. Typically, the About Us page will indicate the team members, insight into their experiences, and what they hold essential overall. Next, I do a Google search to learn more about their work and if the company is legitimate. Should they partner with other firms, I will research those too. Although I may want to participate without hesitation, I know better and proceed to do detective work before making any agreement.

Most importantly, before the conversation, I will ask those I know well and are well-known in the same field as the company in question if they know the business. The people I confer with have a wealth of experience in their expertise. Accordingly, if a company name is unfamiliar, that lessens the enthusiasm. And when another company is in the startup phase, given today’s news, caution sides with the idea to wait until it proves itself successful and familiar before proceeding. I check for agreement on whether that will work for the other party.

Detective Work for Sales

Detective work also applies to dealing with prospective clients. The salesperson is responsible for becoming familiar with as many aspects of their work as possible. Upon analyzing a conversation after the fact, I would frequently call my prospect the following day. My opening line was to say, ‘I was thinking about you to realize I have one more question,’ and then ask permission to proceed. My teammates would refer to me as the Columbo detective of sales.

Your Story: Set Rules for Engagement

If you know the feeling of being sorry about an agreement with another that seemed to enter a sinkhole, then you are the first to realize the need to set engagement rules. Values and priorities come first. But next, the research on many levels requires time and thought about whether the necessary effort to make it a success is likely a good decision.

Reviews can be ‘iffy’ depending on whether an opposing reviewer is honest or doesn’t want a competitor as good as the one in question. Therefore, asking those you know in a similar field their thoughts upfront is best. Then research the industry and the competitors of the business making the request. Note the similarities and differences to determine whether you admire the company.

An effective collaborative effort is frequently the differentiator for being successful. On the other hand, not being selective can lead to a downhill slope, only to regret ever saying yes. Consider the suggestions above to realize where you may improve your approach the next time an exciting offer comes. The point is to ensure it’s exciting and will prove successful.

In Conclusion: Set Rules for Engagement

No matter the type of business we represent, it is always best to have all issues on the table for discussion to avoid future missteps and regret. When we train ourselves to set rules for engagement upfront, we avoid harming others and proceed to find better and more reliable partners.

For More Insights:   Visit Elinor’s Amazon Author Page

‘Communicate to Attract Interest

Nice Girls DO Get the Sale is an International Best-Seller and Evergreen: 
A Classic! https://amzn.to/39QiVZw

HIRED! How To Use Sales Techniques To Sell Yourself On Interviews is a best seller. https://amzn.to/33LP2pv and helped many to secure the job they desired

Visit Elinor Stutz's Author Page on Amazon: https://www.amazon.com/Elinor-Stutz/e/B001JS1P8S

Authentic Relationships Are Essential

Be A Story-Teller

As the CEO of Smooth Sale, after her near-death experience, Stutz created the motto, 

 “Believe, Become, Empower

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Sales Tips: Set Rules for Engagement

  1. First and foremost, values and priorities must match and be at the top of the list for rules for engagement.
  2. Protect everything you have earned by checking with experts in specific fields of concern.
  3. When necessary, seek legal advice to ensure you are on a steady path.
  4. Ask the questions that come to mind to make a better-informed decision.
  5. Question why and how they chose you to become a partner.
  6. Inquire how the program will work and how best to utilize it.
  7. Research the experience of the company and its current partners.
  8. Check ahead of time for expenditures that may be necessary on your end.
  9. Confirm whether you will have the time or not to put in the effort expected of you.
  10. Celebrate Success!

Today’s insights are provided to help you achieve the Smooth Sale!

RESOURCES FOR PERSONAL AND BUSINESS GROWTH: 

Advisorpedia  Publishes information to help advisors build their practice, and those interested in the markets choose investments and find inspiration.

BabyBoomer – A trusted media source that collects and curates all the news, resources, and shows of interest for the Baby Boomer generation.

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Greg Jenkins Consulting LLC  – Helping organizations realize the value of diversity to build inclusive, evolving, high-performing cultures.

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Inclusion Allies Coalition   “Everyone is welcome here.” Learn more to train teams and join the advocacy program.

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SalesPop!   Purveyors of Prosperity; how to Compete against Yourself to Excel in your career.

Simma Lieberman, “The Inclusionist,” helps develop inclusive leaders from the inside out to champion diversity and build equitable, inclusive cultures at every level.

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Win Win Women is the world’s only interactive network and an international community for women. Women WIN when they receive solutions + Experts WIN when they provide solutions = Win Win Women.

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