Understanding Account People

Understanding Account People

David keeps encountering clients who don’t appreciate how their account people actually contribute to their overall business, and Blair totally identifies with the traits that David describes.

2Bobs episode 44: “The Best Ways to Disrespect Account People”

WHAT ACCOUNT PEOPLE DO, IN BROAD STROKES:
  1. Pull necessary data from the client, even when it’s tough to get their cooperation.
  2. Sell recommendations back to them that are in their best interest.
  3. Lead the client. (Interesting fact: “strategy” is latin for “general” in army who leads.)
  4. Protect margins.
  5. Grow the account.
  6. Send the client to hell...and help them enjoy the trip (e.g., change orders).
  7. Read social signals and intervene before catastrophe strikes.
  8. Manage an account review, disputes, mistakes, etc.
  9. Follow client contacts to their next job.
  10. Keep ear to the ground as agency innovates client offerings.

PERSONALITY:
  • Goal is authority and prestige.
  • Judges others by their ability to verbalize and be flexible.
  • Overuses enthusiasm, selling ability, and optimism.
  • Fears boxed in environment without room to grow.

Episoder(220)

What Leverage Do You Have With Client Contracts and MSAs?

What Leverage Do You Have With Client Contracts and MSAs?

Blair and David share their frustrations around some contracts that they have been asked to sign, making it clear why they are not attorneys.   This episode does not contain legal advice. Get a lawyer for that: Sharon Toerek Candice Kersh Jeffrey Dermer Michael Lasky

1 Jan 202032min

When You Put Someone Else In Charge of Your Firm

When You Put Someone Else In Charge of Your Firm

David keeps seeing principals who get someone else to run their firm, which is not a good idea. Then he gets Blair's thoughts on why he thinks it happens.   Links David C. Baker Seminar Win Without Pitching Workshops with Blair Enns Built to Sell: Creating a Business That Can Thrive Without You by John Warrillow Entrepreneurial Operating System Traction Library The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success by William Thorndike

18 Des 201930min

Productized Vs Customized Services and Monthly Recurring Revenue

Productized Vs Customized Services and Monthly Recurring Revenue

David and Blair lay out some of the reasons why they think, in most cases, agencies pursuing recurring revenue models are making a mistake.   Links “Why Monthly Recurring Revenue (MRR) Arrangements May Not Be Ideal” by David C. Baker The End of Average: How We Succeed in a World That Values Sameness by Todd Rose Pricing Creativity: A Guide to Profit Beyond the Billable Hour by Blair Enns The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondō “Unbundling the Corporation” by John Hagel III and Marc Singer for Harvard Business Review

4 Des 201935min

Which RFPs Should You Respond To?

Which RFPs Should You Respond To?

David brings up one of Blair's favorite topics: how they keep themselves and their clients from being trapped by requests for proposal.   LINKS 2Bobs episode 70, “The Only New Business Indicator That Matters”

20 Nov 201930min

A Podcast After-Action Review

A Podcast After-Action Review

Blair and David share what they have learned as they have recorded 2Bobs podcast episodes for almost 4 years - what has worked well, what has been challenging, and what they would recommend to those agency principals who might be considering their own podcast.   LINKS The Soul of Enterprise Episode 15: “The Best Learning Method Ever Devised: After Action Reviews” with Ron Baker and Ed Kless Build a Better Agency with Drew McClellan EconTalk with Russell Roberts Marcus dePaula, podcast producer and consultant   BLAIR'S PODCASTING SETUP Telefunken M82 dynamic XLR microphone Audient iD4 audio interface Rolls MS111 Mic Mute Senal SMH-1000 Professional Field and Studio Monitor Headphones Apple QuickTime Player app for AIFF audio recording using the Maximum quality setting Skype for the conversation (audio only)   DAVID'S PODCASTING SETUP Sennheiser HMDC 27 Professional Broadcast Headset with custom extension cable (so David can roam as he records) Audient iD4 audio interface Rolls MS111 Mic Mute Rogue Amoeba Audio Hijack for WAV audio recording of both David's mic and the Skype call (as a backup) Skype for the conversation (audio only)   MARCUS' EQUIPMENT RECOMMENDATIONS MARCUS' REMOTE RECORDING INSTRUCTIONS USING CLEANFEED.NET

6 Nov 201931min

Common Traits of Success

Common Traits of Success

Blair and David consider the hundreds of firms they have each worked with over the years to identify the characteristics of highest performing firms and what they have seen agency principals do to succeed.

23 Okt 201925min

The Only New Business Indicator That Matters

The Only New Business Indicator That Matters

Blair shares some new data (at the time he and David recorded this discussion in January of 2016) that points to the one variable that can predict the likelihood of a prospect hiring your firm.

9 Okt 201928min

Taking the Team Seriously

Taking the Team Seriously

David wants to know if Blair thinks it's harder for creative firms to find great prospective clients, or great employees, as they unpack how to attract the right candidates using a “lead generation” plan.   Ideas for “Lead Generation” of candidates: Social media presence Guest teach a single class at a known school that typically turns out a best student every semester Offer your facility as a meeting place for trade/association meetings Put a rotating art gallery with an open house when the display rotates Quarterly webinar for prospective employees on topics they would be fascinated with, including guests (or even a podcast) Skill-building workshops open to the community, bringing in expert teachers Build a model that depends on a steady rotation of contractors to test them out Keep a great relationship w/ employees who leave you—they are frequently your best people when they return after an interim education somewhere else

25 Sep 201934min

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