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How Far Are You Willing to Go to Land a Sale?

How Far Are You Willing to Go to Land a Sale?

istock 000002698688xsmall 150x150 How Far Are You Willing to Go to Land a Sale?Scotty Stevens asked me an impor­tant ques­tion. So impor­tant that I’ve decided to reprint it here, with his permission:

“How far would you travel to meet a poten­tial client, if they had the deposit ready for your ser­vices? My girl­friend thinks the cus­tomer is pulling the strings if they don’t at least meet me halfway. Before, I’ve always trav­eled as far as it takes, even if it meant dri­ving all the way to the cus­tomer, but is that set­ting a weak precedent?”

Good ques­tion, but it’s the wrong one.

How far would you travel” is irrel­e­vant. A bet­ter ques­tion is, do they value your time? Do they respect it enough that they are will­ing to pay for it? In other words, are they will­ing to cover your travel expenses and pay for you to go out of your way for them?

If so, then I’d be will­ing to travel anywhere.

I would always con­sider trav­el­ling to meet a prospect if the project was large enough, and pro­vided they paid for what is com­monly referred to in this indus­try as “TMI” (i.e., travel, meals, and inci­den­tals). And in some cases, for my time, too.

(By the way, travel includes lodg­ing, and inci­den­tals include pho­to­copy­ing, long-​​distance calls, Inter­net con­nec­tion in the hotel room, car rental, etc.)

Plus, I would ask them for an advance so I can take care of my own expenses. I would avoid get­ting them to han­dle my trip on their end. I would want to have full con­trol over the choice of air­line, hotel, restau­rants, etc.

If you were dri­ving to meet them, then the client — or, in this case, the prospect — should pay for your gas, nor­mal wear-​​and-​​tear on your car (such as $[X] per mile), your meals, and any inci­den­tals. And lodg­ing too, if you were stay­ing overnight.

There’s a very good rea­son for this.

My clients are respon­si­ble for any direct, out-​​of-​​pocket expenses — whether they’ve hired me yet or not. It’s included in all my agree­ments and quotes. For exam­ple, I’ve had many clients fly me to meet with them before they’ve hired me.

Whether you’re a copy­writer, a web designer, or a graphic artist, you’re still a free­lancer. You are not only a mar­keter sell­ing your ser­vices but also the provider of those services.

You’re not a sales­per­son work­ing on com­mis­sion where your only job is to close deals — and there­fore, you don’t have the lux­ury of expense accounts or the abil­ity to write the trip off as a busi­ness expense against sales commissions.

As a free­lancer, your time is immensely valuable.

As the per­son pro­vid­ing the ser­vice they are buy­ing, by mak­ing your­self avail­able to them also forces you to be unavail­able to work with other clients, let alone to mar­ket your­self to find other clients. So the cost is a lot greater than just the trip itself.

That’s why, if the trip would be a con­sid­er­able dis­tance away or if it were to take longer than a one day, I would even want my prospect to pay for my time. And that would be $3,000 a day. Min­i­mum. For sev­eral reasons.

For one, they are pay­ing me to con­sult them. Even if it’s an attempt to hire me. Call it an “assess­ment” or a “needs analy­sis,” if you will. It’s still a consultation.

Believe me, a lot of clients try to get you to con­sult them for free, dis­guised as a “trial” or in an effort to see what you can do for them first. To me, it’s a dan­gling, elu­sive car­rot. Too often, these pre-​​sale con­sul­ta­tions are eas­ily abused.

A con­sul­ta­tion is a con­sul­ta­tion. Period.

I even go as far as to add a dol­lar value to my “free quotes.” Why? Because it not only adds value to my esti­mate and there­fore my time, but also pre­qual­i­fies them to a degree.

If you offer a “free esti­mate” and leave it at that, you are also com­mu­ni­cat­ing that tak­ing the time to ana­lyze their needs and pro­vide the esti­mate is noth­ing to you. There­fore, they’re left won­der­ing what else can you do for free. After all, “it was noth­ing,” is it not?

Don’t devalue your­self or the item you’re giv­ing away for free.

Some­thing that’s free is not really “free” if it’s not worth some­thing or oth­er­wise sold. It just is. But an esti­mate is not just free. It’s a gift, a con­ces­sion, an expense on your part. Rather than a free esti­mate, it’s a $[X] esti­mate you’re giv­ing them for free.

Big dif­fer­ence.

The lan­guage might seem a bit of a play on seman­tics, but it’s crit­i­cally impor­tant. In fact, if your cus­tomer is look­ing for a “great deal,” make sure they know it really is.

If you give some­thing away for free that’s always free and expected, then it’s worth­less. But if you give some­thing valu­able away for free, then it’s indeed a great deal.

Ulti­mately, I would never, ever, meet with a client until and unless they pay for my expenses. After all, if they’re not will­ing to at least pay for my expenses, then…

  • They are unqualified;
  • They are going to haggle;
  • They will nit­pick my work;
  • They will demand more, likely for free;
  • And they’ll avoid pay­ing for reg­u­lar, project expenses, too.

Even if they don’t seem like they will be a has­sle at first, you want to stand firm. First impres­sions can often be deceiv­ing. Keep in mind, just as you’re try­ing to get them to hire you, the prospect is try­ing to sell you on them, too.

Many of my stu­dents have told me: “But my prospect seems gen­uine! They are will­ing to pay hand­somely if I go ahead! They appear really inter­ested!” Remem­ber, if you give in now, chances are you will be giv­ing in (or expected to give in) later on.

Remem­ber, the mem­ber who asked me the ques­tion at the top of this post added this reveal­ing tibit: “They (have) the deposit ready for your services.”

That’s the prob­lem. They are dan­gling this car­rot in front of you, expect­ing you to fol­low. Sure, they prob­a­bly do have a deposit ready. But they’re going to expect you to work for it. For free, no doubt. And often­times, in lit­tle, insignif­i­cant, and sub­tle ways.

Ask­ing them to pay for your expenses also helps to stop the grind­ing away process.

Oth­er­wise, if you’re will­ing to bend over back­wards in try­ing to land the account, you’re edu­cat­ing them you are also will­ing to do so after you get hired — often, to your detri­ment. They will grind away at you. Because they expect it.

A prospect refus­ing to pay for your trip always sends up a big red flag.

In my expe­ri­ence, a client who is not will­ing to com­pen­sate for my travel is a client who may not be hir­ing me based on my exper­tise, expe­ri­ence, or mar­ket­ing — in which I’ve already invested a lot of time and money to get the client in the first place…

… But hir­ing me based on how amenable, cheap, and will­ing to be manip­u­lated I am.

Some peo­ple say that show­ing you are will­ing to do any­thing to get the project means you also are will­ing to do any­thing for your client — and there­fore, it’s a pos­i­tive thing.

Wrong. Because human nature invari­ably dictates.

It sends the wrong mes­sage that could, and often does, work against you. In fact, while it may or may not com­mu­ni­cate that you’re a hard worker will­ing to do any­thing for your client, it also com­mu­ni­cates five other dis­tinct yet neg­a­tive messages:

  1. Your time is not valu­able. If they can’t respect your time now, they cer­tainly won’t respect your time after they’ve become clients. Guaranteed.
  2. You look des­per­ate. There­fore, you’re not in demand. Maybe it’s because you’re not good enough. Maybe it’s because you’re hav­ing trou­ble get­ting work. True or not, you’re going to have to work twice as hard to con­vince them otherwise.
  3. You appear deceit­ful. You are sub­tly com­mu­ni­cat­ing you’re will­ing to do or say any­thing to get the job. Like it or not, that doubt will linger in the back of their minds over the course of your rela­tion­ship with them, which may hurt you in other areas.
  4. You’re too pli­able. You show that you can be eas­ily manip­u­lated, which opens your­self up for abuse. (Believe me, I know this all too inti­mately!) Plus, they often do this as a “test” to see how sub­servient you are.
  5. You lack con­fi­dence. It com­mu­ni­cates that you’re weak and uncer­tain, and that you ques­tion your own skills, which can back­fire. If you’re will­ing to ques­tion your own abil­i­ties, chances are, they will too.

So yes, it does set a weak precedent.

Above all, they will won­der what else you’re will­ing to do for free and, exactly as you won­dered your­self, how far you’re will­ing to go. Not only are you allow­ing them to hag­gle, has­sle, and quib­ble, but also you are invit­ing it.

If, lucky for you, they do end up hir­ing you, chances are they will nit­pick your work, wran­gle over your invoices, ques­tion what you deliver, sab­o­tage your deliv­er­ables, bar­rage you with inces­sant demands, and become high maintenance.

I know what you’re going to say: “But Michel, isn’t that mar­ket­ing? Isn’t that show­ing how much of a hard worker you are? Surely, not all prospects are like that?”

True on all three counts.

But you can com­mu­ni­cate the same in more effec­tive ways.

If you get them to under­stand how valu­able your time is, how con­fi­dent you are in your work, and how much your work is worth, then you are com­mu­ni­cat­ing — although, to everyone’s ben­e­fit — that you are a hard worker will­ing to do what it takes.

A good, qual­i­fied prospect will see this. Even expect it.

Those who refuse to accept your posi­tion only means one of two things: they are fish­ing for a “great deal” (e.g., a naive, cheap, unques­tion­ing, slav­ish free­lancer), or they are just look­ing for some­one who can com­plete tasks rather than help them achieve results.

Re-​​read that last para­graph. It’s crazy important.

Check out Paddi Lund’s web­site. It’s all about posi­tion­ing. The less avail­able you are and the more hoops clients have to jump through to hire you, the more it com­mu­ni­cates you are valu­able, your time is valu­able, and your work is valuable.

Because, and keep this in mind, if they have a chance to get a great deal (and some, at your expense let alone your san­ity), they will. Left to their own devices, they will take advan­tage of you. Don’t take it per­son­ally, because it’s not you they are abus­ing. It’s your ser­vices. Your time. And your will­ing­ness to do what it takes.

Call it greed. Call it a sign of the cur­rent, slug­gish econ­omy. Call it what you will.

I pre­fer to call it human nature.

If you think I’m the only one, here’s a funny, albeit real­is­tic, video on how clients tend to view ven­dors, brought to me cour­tesy of “Copy­writ­ing Maven” Roberta Rosen­berg

So, there you have it! I hope this post was help­ful to you.

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This post was written on Tuesday, June 2nd, 2009. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
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  • I seldom travel in my practice. However, there are, and have been, a few times when I do. I always get a daily fee plus ALL expenses and I insist on a corporate jet, private jet or the equivalent. I don't travel any other way with the messes at the airports these days.

    If the fee was large enough and the project interesting enough, I'd go almost anywhere (sans war zones) to meet a client and look over their situation. But only when I'm paid for every minute and expense.

    Of course, all that is spelled out in my agreement and I get most of my money upfront. I leave nothing to chance.
  • Thanks for the mention, Michel. Frankly, I can't get enough of this vid. It just doesn't get old.

    FYI - I saw your original pingback and then an immediate 2nd ping from here: [removed link]
  • @Roberta Rosenberg - Thanks.

    And yes, I know. Darn content scrapers. They're worse than abusive clients. ;)
  • Agreed. It was the scraping speed that was breathtaking! :)
  • yes in the dog-eat-dog world we have today, we need to be reasonably firm about managing our time. as cliches go, time is gold.
  • This is such valuable information. I remember my "first time" as a freelancer many moons ago ::)
    I got my first huge fee from a client and was jumping for joy but I hadn't included "outside project stuff" . That meant all my calls, photocopying, travel, time spent coming up with ideas for the client - many, many, MANY hours of them calling me to ask question after question - all of that stuff was free!

    By the time I actually delivered the work the number of hours I had completed was more than double what I had expected.

    I am not so green anymore! Great learning experience though. Not something I did twice :)

    So I will go as far as I am willing to go (I have said no to clients - single mother hood and all that means overnight stays are out of the question for a few more years!) but now I value my time and will charge for it.

    Diane
  • Great article, Michel - it applies to everyone who delivers any kind of service; I found the same to be true for example when I was a hotel consultant in Hawaii; I was on Oahu, if a hotel asked me to pay my own way on interisland airfare to go present to them/meet with their executive team, I *Never* got the job. Ever. Because you're going as a supplicant, from a position of weakness.. and I found indeed many just wanted to mooch free consulting time, with no intention of hiring me.

    It's all about boundaries and positioning.

    But when I finally learned and stuck to my guns and asked them in a very offhand way, "should I have (Aloha airlines) billl (your hotel name)'s account, or will you be paying for my ticket directly?" I always got at least an initial paying gig with them, which made a big difference.

    Looking for red flags is a lot like the difference in making a customer call a toll (vs a toll free) number, because it qualifies them as someone who's willing to pay at least a bit upfront, which tells you a world about their perception, intentions and likelihood of being a solid (vs mooching/nonqualified) client.

    -k
  • Michel,

    Really enjoyed your thoughts. Your take is right on!

    A good take would be "I meet clients within a 25 mile radius of my Office. While I can accommodate my schedule to travel all the way to you, I would be forced to charge you $250 to cover my travel cost, which would be payable up front. However, in the event we do sign a deal during our meeting, 50% of that amount would be credited towards my services."

    Works. And, when you meet the client, they already have an extra interest in getting you signed on immediately and not "take a few days to think about it", since they want to ensure that tey get credit for the up front deposit.
  • This is sage advice. Freelancers and other sales/project manager types must realize there is a process to keeping your value up and that in some cases "posturing" potential clients is necessary for everything to go smoothly.
  • Excelent article, and with all the new advances with videoconferencing, collaborative web 2 sites and such, anyone how wants more of your time must pay :)
  • @Ken Calhoun - Absolutely. It is about boundaries and positioning. If you don't set boundaries early on, how can they respect them when they don't know in the first place? Good point.

    @Jordan Foutz - Posturing is one thing that some people view as negative. But what we must remember is, clients (or prospects) tend to posture just as much if not more so -- after all, in their minds, they have your money and wield some degree of authority.
  • Wow Michel, just speaking about this same issue today.

    This has cleared a lot of "grey cloud" for me and it means moving forward, there are a lot more things I need to be charging for which currently I don't.

    Trish
  • Thank you for another excellent body of knowledge and experience, Michel! The stuff you write is pure gold.

    What would you say to someone who is starting out in their own business? I'm starting out my own business this summer after about 10 years as an employee.

    It seems the strength of the Michel Fortin brand helps in enforcing these parameters from the beginning. Did you start out that way before you were as well known? Or did you build up to it?

    I suppose that by starting out with these principles in mind from the beginning will actually help your brand strength. It's all about how you present it.
  • By coincidence, I had just written a blog post on a related topic. I was reading a NY Times article about corporate employers who make job applicants jump through ridiculous hoops. I realized that some clients will do the same, if you let them.

    Inspired by other posts in this blog, I've held firm. I would agree that a long trip should be compensated. In fact, I believe Michel discourages phone conversations with prospective clients. Every time someone wants a long phone conversation, they turn out to be a problem client.
  • I've been laughing and crying because this article has been my business for the past year. Clients smell desperation when business is slow.

    I almost changed my slogan last week to....."We put the free in freelance." :(

    Thanks for the article,
    -Dustin
  • Great pot Michel and important message. If it's worth the time, money and return, there is no limit to how far yo would go, as long as you both benefit and there's some type of action being taken.
  • So well done! Insightful comments, beautiful video. Thank you. I remember being "invited" to invest in a writing project. I'd edit for free, and would get paid if the project was successful. I've never ceased to be glad I turned that opportunity down! I later worked directly for the client at her request. She paid me fairly and was a model of appreciation.
  • RebelWithaFork
    what an eye-opener!

    Especially this line - "… But hir­ing me based on how amenable, cheap, and will­ing to be manip­u­lated I am."

    I've seen employers using these kinds of tactics, requiring applicants to do all sorts of unpaid work before they can get the job.

    And that video really hits home. Boy, we act like total morons sometimes, don't we? Yes, I'm admitting it...
  • marjwyatt
    I sent this link out to a few of my business associates and got widely different viewpoints from each of them. The spectrum of reactions ranged from an opinion that charging for time spent in order to prepare a proposal was grandiose to feelings that one needed to give away a lot of time in order to build a reputation. I imagine the truth lies somewhere in between.

    As a business consultant who also designs and delivers websites, I've observed a phenomenon where people only seem able to appreciate what they can see, whether or not they know what it took to develop it. My clientele marvel at my overall business acumen while not seeming to understand that that is very much a part of the value that is added to their projects when they choose to work with me.

    Because I work from my home and conduct most of my business via Skype, telephone and email, travel expenses are rarely a factor. But, like every entrepreneur, the premium commodity in my business is time. For purposes of building rapport and determining whether or not I can work with someone, I do give a free phone consultations. Perhaps that is a sign of weakness but the prospect has to come to their own conclusions that the services which are offered will be valuable to their business endeavors.

    I have found that there is a danger in being good at what you do. While it creates potential for greater cash flow, it simultaneously transmits the message that WHAT YOU DO is easy, which is not the case. Professionalism and experience is not a commodity that is salable by the hour. Most of the clients who have chosen to work with me understand that I am much more than a technician and do not dispute the value they receive.

    So, back to your article, what is the balance between giving and charging when the most important thing we are creating is a long-term relationship with a client who will be happy to refer their friends and colleagues to us in the future?
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