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- How to communicate value (& become a trusted advisor)
How to communicate value (& become a trusted advisor)
Leaked: Internal TalentHQ training
Read time: 5 min, 44 secs
Hey there - it's Brian š
Wow.
Our team is growing fast.
We hire two more people these next few weeks.
But one thing about growth keeps me up at night:
How do we keep quality as we scale?
Itās easy to obsess over every detail when youāre small.
But you hit a turning point.
Too many customers/clients and you need to empower others to hold your high bar for quality.
So todayā¦ I leak my internal training for TalentHQ.
Itās the ultimate guide to how my team 10xās the value in their communication.
This is for you ifā¦
ā You want your team to work faster and make fewer mistakes.
ā You want clients/customers to see you as more valuable.
Letās make your business an outlier: š
šØ Warning: This oneās in-depth
I stole this from a real training we have internally.
Why do we have this?
TalentHQ is completely remote.
We have teammates all over the world.
A lot of people are great communicators in person. Not so great via email / Slack etc.
Mediocre communication when youāre remote means:
ā You lose days
ā And deliver bad quality
ā Have frustrated customers
So if you ever work remote (meaning you send emails at allā¦)
These communication tips are mission critical.
Steal it so you can boost the quality of how clients/customers perceive your business (without spending 8+ hours building your own training).
Hereās how we use this (and how you should too):
1) Share this with your team. Ask them to read it.
2) Host a call to go through each of the 7 ways to improve communication.
Share examples of where this worked (& where it didnāt).
3) Track results in your 1:1s.
Okay letās get into it. š
āMaybe consulting isnāt for youā¦ā
When I first joined Deloitte, my mentor warned me.
She pulled me into the hallway and dropped a bomb:
āMaybe consulting isnāt for you.ā
I was giving it all I had. But it wasnāt enough.
I refused to give up.
So arrived 2 hours before work every day to study how to be a better advisor.
Studied full weekends.
I even lived at Deloitte university for weeks just to get bootcamped on how we work more effectively.
2 years laterā¦
Deloitte University in Texas
I was ranked one of the top consultants at the firm.
So I need my team to maintain that same quality standards.
I built this training to boil those 6 years into 7 bullet points.
Here they are: Hereās 7 ways to communicate value to clients / customers / teammates.
(FYI - Iāll use the words āclients,ā ācustomers,ā and āteammatesā interchangeably)
7 ways to communicate value (but they get increasingly more difficult)
Iāve ranked these in terms of difficulty.
Each communication skill will get increasingly harder (& more valuable) down the list.
Nail them and youāll be a trusted advisor (& build a team that works seamlessly):
1) āI caught the ball! You go left, I go right.ā
Imagine youāre playing basketball, but you canāt see your teammates.
Cough*just like you canāt see your teammates in business*cough
You pass the ball.
But your teammate doesnāt say anything.
Did they catch the ball?
Should you run to the hoop or go help them pick it up?
You have no idea what to do because your team didnāt signal theyāve received it.
For your team:
Silently accepting a task is not an option.
Thereās only 5 responses your team can have:
1) Got it! Will do.
2) Got it! Busy now, but will review by X time/day.
3) Got it! But thereās this change (to scope, budget or timeline)ā¦
4) Got it! But I have a questionā¦
5) Got it! But hereās a push back (this other item takes priority)ā¦
Whether you send something to your team, or a customer asks for something, we always need to respond.
Even itās just to say āAgreed! Weāll take care of it.ā
Donāt agree in silence. Reply.
š§š»āāļø Brianās nerdy side rant:
When I say ātasksā I really mean more than just tasks.
I mean all āRAIDā items:
Risks - this bad thing could happen. Hasnāt yet.
Actions - to do
Issues - this bad thing DID happen. Need to fix.
Decisions - big choices
Leadership or customers ask about RAID items and we need to respond.
š ļø We track all RAID items in Asana:
Project #6 = RAID log. āActionsā are included in every other project.
2) Always be proactive. Never wait.
My team sent me a status update this morning for a client that said āwaiting on feedback.ā
Thatās not actionable.
So we hopped on the phone and fixed it live.
Final result:
āSent client final candidates 2 days ago (Tues). Told him deadline is Thurs. [Name] will send a reminder email this morning. If we donāt get approval by end of day today, Brian needs to send a text tomorrow morning.ā
Way more actionable isnāt it?
Even waiting has an action:
ā How long before we follow up?
ā Who follows up?
ā Which channel?
In other wordsā¦
WHO will do WHAT by WHEN?
We never just wait.
š§š»āāļø Brianās nerdy side rant:
My big pet peeve:
Team hits a problemā¦
Then waits until the next meeting with me to solve it.
Being āproactiveā means we never bring problems without proposing solutions.
3) Donāt be vague. You lose days by trying to save 7 seconds.
My team asked a client to send āthe Google drive folder.ā
We talked about this on a call so they should know which folder, right?
Client responded 1 day laterā¦ sent the wrong folder.
We clarified. They took another day to send the right folder.
We lost two days because we didnāt specify the folder with their logos.
It takes seconds to be more specific.
Make 3 of these mistakes and you lose a week.
Donāt assume your team / client just knows what youāre talking about.
You canāt afford to lose weeks.
š§š»āāļø Brianās nerdy side rant:
This specificity applies to:
ā SOPs
ā File names
ā Actions (RAID items)
etc
4) Be nuanced
Ever get frustrated because someone has a great idea, but that doesnāt apply to your situation?
95% of people give suggestions that apply broadly (but not to your specific situation).
Suggestions you give need to be tailored depending on:
ā Goals
ā Industry
ā Geography
ā Team dynamics
ā Personality types
ā Stage of business
Etc
Fix that with nuance.
Nuance just means: You break a problem, context, and solution down to its parts.
And you understand that strengths in one situation are weaknesses in another.
You canāt be trusted if you donāt think in nuance.
š§š»āāļø Brianās nerdy side rant:
Hereās a few examples of downsides of positive traits.
1) You prioritize moving fast.
Downside: Moving fast means more mistakes.
2) You prioritize creativity
Downside: Creativity brings risk. Youāll have more failures.
3) Highly specialized skillset.
Downside: Not flexible
4) Good at everything
Downside: Not the best at anything.
Be nuanced.
5) Make things simple
Imagine youāre the client (or teammate).
You ask for something and what you get back isnāt what you need.
Frustrating isnāt it?
Put yourself in their shoes:
ā What context do they have?
ā What are they actually asking for?
ā What do they want vs what do they need?
If you take the request word-for-word without reading between the lines, youāll do the wrong thing.
Then waste days in back-and-forth.
Figure out what they actually need. Deliver it simply.
Youāve mastered this if:
You need something from a teammate/client.
The ask should be hours.
But you designed it so it only takes minutes.
š§š»āāļø Brianās nerdy side rant:
Okay hereās a tactical example:
We had a graphic design candidate share his portfolio with a client.
It was a Google drive. 7 folders. Each had 10 sub-folders.
We were NOT about to ask the client to go through 70 items. Letās make it simple.
We asked the candidate to screenshot his favorites into one presentation.
We turned 1 hour of work for the client into 5 min.
Simple.
6) Donāt just pass along information. Add value to it.
You have your own unique experience and insights.
Add that lens.
Most people:
āHereās the info you asked for.ā
Trusted advisors:
Hereās the info butā¦
This part is most relevant to you. Itās missing this info. This part is most valuable.
etc etc.
Hereās an example from TalentHQ:
When we send you the final candidates, we donāt just send the list.
Nope.
We add insights:
Which examples you think is most relevant to the client? Why
Whatās missing from their examples?
What risks / hesitations do you have?
What makes this candidate unique?
Donāt just blindly pass information.
Add value to it.
7) What could go wrong? See around corners.
What is the client not thinking about?
What problems could they hit if they go with one option vs another? How can they de-risk those problems?
If you ask them to do a task, do they have everything they need to get it done? If not, how can they get it all simply, in one email?
Examples:
Does everyone have access to a doc?
Take a few seconds to think through any back-and-forth that could happen. Solve the problem now.
š§š»āāļø Brianās nerdy side rant:
I get a lot of pushback with this one.
So letās squash these myths now:
āYou canāt think of everything!ā
True. But people use this as an excuse to not think of anything.
Donāt be lazy.
āWe need to move fast. It takes too long.ā
Weāre talking about minutes here. Not days.
Youāll lose weeks (sometimes months) by trying to save a few minutes.
Bonus: Donāt answer only part of the question
Is this familiar?
You email someone like this:
Hey 3 questions:
How did yesterday go?
Whatās the priority today?
Whatās the biggest risk?
You get this response:
āYes.ā
Terrible.
Donāt answer only part of what they need.
Nail these 7 things and customers trust you (more than any other vendor)
Nail these things and your team works seamlessly. Your customers call you for advice.
Youāve built trust.
Make this actionable:
1) Send this to your team
2) Host a call with your team to make sure they get the quality you need
3) Track results on your 1:1s
Do this and watch your quality skyrocket.
See you next Thursday š
P.S. Have questions on how your teams can 10x their quality? Letās nerd out. Happy to chat.
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