I'm not a salesperson . . . or am I?

By Lenann Gardner

As a thoracic (chest) surgeon, Aaron was used to working on hearts and lungs.

He's a gifted surgeon, with a wonderful bedside manner, impeccable skills, and true caring for his patients' lives and families. But the truth was, his case volume was down, and so too was his income. What to do?

Aaron was surprised to realize that he had a sales problem.

In the medical community that deals with America's epidemic of heart disease, the cardiologist is king. When surgery is indicated, the cardiologist recommends a surgeon, and most patients, firmly bonded to the cardiologist, accept those recommendations. Aaron needed better relationships with cardiologists who could appreciate his skills and special talents. And a program of targeting specific cardiologists, and systematically and methodically building relationships with them, improved his income.

So what about you? You may not cut open people's chests for a living ... but if you're a consultant, or an accountant, or an attorney, or a banker, or any of a variety of professions that rely on referrals, could you benefit from a sales approach like Aaron's? Here are 10 tips to help you improve referrals without damaging your professional image:

 

  1. Know who you'd like to have sending business your way. A Prospect List is not a list of organizations; it's a list of human beings who could send clients to you, but are not currently doing so. Do you have such a list?

    There is data saying that writing up a list of those with whom you would like to be doing business, and reading the list daily, increases the likelihood that you will actually establish those relationships!

     

  2. Work your Prospect List. Don't let a single week go by without completing a minimum of two activities related to your Prospect List.
    Sometimes you can attend a meeting that is likely to put you face-to-face with targeted prospects; failing that, you may have to send an article of interest, and suggest an in-person meeting to discuss matters of mutual concern. Aaron chose to suggest coffee with the cardiologists he encountered when doing his rounds at the hospital with which he was affiliated.

     

  3. When you speak with your prospects, use the word "you" often, and the word "I" (or "we") seldom. Making the conversation more about your prospect and less about you will make conversations longer - perhaps long enough for trust to develop.

     

  4. Begin every conversation with a prospect by adopting a "Clean Heart Position" - a sincere desire to see your prospects get what they want, whether or not they get it from you. Try to understand their practices/businesses, and what they're trying to accomplish; ask questions about that rather than turning the discussion to the fact that you want them to refer people to you. Once you feel you understand their objectives for their practices/businesses, restate their objectives, and be sure that the prospect agrees that you understand. If they do agree, then you can introduce the notion that you may be able to assist them in achieving those objectives, if you legitimately feel that you can.

     

  5. At all stages of the process of cultivating referrals, be sure you are focused on the prospect, rather than on your objectives, your message, or your agenda. The way to make meaningful connections is to understand what your prospect is trying to achieve, and the extent to which he or she has PAIN that you may be able to alleviate.

    For example, if you are an accountant seeking referrals from attorneys, you would want to focus a great deal on an attorney sharing with you that she has just had a bad experience referring one of her valued clients to an accountant who failed to return phone calls, thus angering the attorney's client. If that's the PAIN, then talk about that: "Oh no! The accountant you referred your client to didn't even bother to return your client's calls? "Gee, that can't reflect well on you! Unbelievable!" Let the prospect know that you HEARD, and that you understand how this behavior works against what he's trying to achieve, rather than talking about yourself and saying something like, "Well, I always return MY calls before sundown." Of course, if you are asked your own protocol for returning calls, answer the question.

     

  6. Keep your voice at the same volume level, and speak at the same pace as your prospect does, to build rapport. Research from Dr. Genie Laborde suggests that these may be the most powerful things you can do to help others to like you, quickly!

     

  7. Express continued interest in your prospect. As Brian Tracy has said, listen as if he could speak for the next eight years, and you would still be here, listening attentively - rather than trying to make your point.

     

  8. When speaking with prospects, make an effort to avoid using words that are rooted in the word "no", such as not, won't, can't, don't or aren't.
    There's evidence that such negativity will drive prospects away from you.

     

  9. If the conversation gets to the possibility of working together, express enthusiasm for that, without going overboard or losing your professional demeanor.

     

  10. Don't forget the people who ARE currently sending you referrals. In addition to conveying your thanks after every referral, have a regular program of base-touching with them, and put it into your scheduling program so you're reminded when to make the calls monthly, quarterly, or, at minimum, twice a year. And be sure to send business to them whenever you can - the best referral relationships are two-way!

    Developing relationships with those who can refer others to you is possible, but it requires thought about whom you'd like to serve as referral sources - and action to cultivate these relationships. Follow these principles, and develop the referral sources who will support your organization's growth for years to come!

    About the Author:
    Lenann Gardner is an internationally known sales consultant and author of the upcoming book, "Got Sales? The Complete Guide to Today's Proven Methods for Selling Services." A Harvard MBA, Gardner was the number one sales representative worldwide at a unit of Xerox Corporation, and achieved unprecedented results as a marketing executive at Mattel and in leadership roles at Blue Cross Blue Shield. She is a winner of the American Marketing Association's Professional Services "Marketer of the Year" award. For more information, please contact Lenann at Lenann@YouCanSell.com or at 505.828.1788.
    Reprinted with permission from
    Aquila Global Advisors

You may like these other stories...

Federal judge tosses IRS lawsuitsBernie Becker of The Hill reported that a federal judge sided with the IRS on Thursday, tossing out two lawsuits filed against the tax agency over its improper scrutiny of Tea Party groups...
It's a funny thing about referral sources: As an accountant you top the list as a key referral source for so many other professions. Insurance agents and financial advisors are just two of the kinds of professionals that...
SEC, Big Four Chinese affiliates make progress in talks over audit documentsMichael Rapoport of the Wall Street Journal reported that the US Securities and Exchange Commission (SEC) and the Chinese affiliates of the Big Four...

Already a member? log in here.

Upcoming CPE Webinars

Oct 30Many Excel users have a love-hate relationship with workbook links.
Nov 5Join CPA thought leader and peer reviewer Rob Cameron and learn ways to improve the outcome of your peer reviews while maximizing the value of your engagement workflow.
Nov 12This webcast presents basic principles of revenue recognition, including new ASU 2014-09 for the contract method. Also, CPAs in industries who want a refresher on revenue accounting standards will benefit.
Nov 18In this session Excel expert David Ringstrom, CPA tackles what to do when bad things happen to good spreadsheets.