Freebie Seekers? Turn Them Into Clients and Referrers – or Turn them Far, Far Away

Many service business owners these days are “giving away” their business services – and then wonder why people aren’t hiring them in droves. In the name of “marketing,” business owners are providing way too much information for free. Some shifts in thinking are necessary if these business owners expect to be in business years from now. Even trained coaches, I believe, do too much pro-bono work. Why? They say that they need to practice, but the bottom line, IMO, is that they don’t value their gifts.

Shifts in thinking and action need to occur. One place to start is by moving yourself from an employee mentality, where you “give information for free because your company is paying you and it’s just what you do in your job” to thinking like a business owner who values their gifts and expects to be paid for those gifts.

There’s a definite shift in the right direction, thank goodness, taking place on the Internet. I think it started after the dot.com bust settled down. The first site that went from free to paid that I remember was Consumer Reports, a publication I’ve been reading since 1973! I thought, “how could they” and then realized what a novel idea – business web sites actually making money using a subscription based membership site.

Membership sites, for those who – like me – are “informational entrepreneurs,” are on the rise, too. In 2001, Infopreneur Terry Dean’s site went from “free” to a “paid” membership site, which brought him a minimum of 5k per month. His income is much more than that now, but you get the idea. Just like a toddler, we have learned from our mistakes and are taking the Internet from a place primarily for freebie seekers to a valuable sophisticated, professional marketplace.

The final shift is to always act like a “real” business owner and stop giving away the bank. Being paid for your service is about honoring your business, your talents, your precious time, your gifts and the skills you’ve developed. Setting boundaries on just how much free information, or free services, you’ll give away is not easy to do. Just like pricing services!

However, no one expects to go into a shoe store, ask for free shoes, and walk out of the store! If you don’t value your services, no one else will. So if you’re holding back information that you rightfully should be paid for, and you believe that you’re hoarding or being stingy, please look to see if that belief is based in reality.

VERY big shifts indeed.

Tiffany Bond, principal at BrandBond in Seattle, said it best: “People seldom value an opinion they didn’t pay for – but they will sure assess blame to it!” So if you’re going to take the blame, at the very least, get paid highly for it!

Yes, providing some limited free advice may be a good marketing strategy. It may assist someone to trust you. On the other hand, it might have the opposite effect, and cause people to wonder why they should pay you when they’re getting the information for free. So, just be careful that you’re not giving away the shop. As I tell my clients, “learn from my mistakes (and I did give away the shop until I got smart!), and go and make better mistakes!”

And what can you say to people who 1) ask outright for free information, or 2) just start talking to you about something, and you realize that they’re trying to “borrow” your valuable resources without becoming a client? Here are some ideas. Try them on to see what “fits” you best.

23 things to say when someone asks you – a service business owner – for free information!

1. My charge for an initial consultation is “x.” If we turn out to be a good match, and you hire me, I’ll apply 1/2 of “x” towards your commitment.

2. I’m happy to give you 5 minutes or less of free time, however, most issues are more quickly & effectively resolved in an undisturbed session(s). May we schedule a meeting so I can give you my undivided attention?

3. If someone is very persistent, whip out a stopwatch & say “For $2 a minute I’d be happy to go into this now. May I start the clock & do you prefer to pay with cash or check?”

4. What I can do is refer you to a free resource on “_______.”

5. I do work with two pro-bono clients, who are in desperate need financially. I’ll take your card and add you to the waiting list.

6. Yes, I do work with clients on “name the issue.” Would you like to set up a consultation?

7. That will cost “x” per hour.

8. There’s a lot I can do for you that’s similar to the work I did for “xyz” client. Would you like to get together and build a marketing plan? (And then charge for those services.)

9. Well, I’d love to suggest something; however, my fees are “xxx” per hour.

10. Are you looking to hire me?

11. Are you looking to hire _____? Well, I’d love to talk to you about that; my fees are “x” per hour.”

12. You may call me for a 15-minute talk, very focused, on that issue.

13. “Well, the answer to that question depends” and then spend a few minutes explaining some of the options and considerations. For example, I may explain that the best way to identify the “solution” is to work backward from the desired end result and process. That provides a natural lead-in to: “If I were to work with you on this project, here’s how we would do it…”

14. Sorry, I can’t answer that unless you pay my fee (or hire me).

15. A complete answer to your question is going to take more than 15 minutes over the phone. Would you like me to send you a proposal on this?

16. I have really enjoyed talking with you and would like to help more. May I send you one of my brochures and a rate card?

17. Do you have a time line and/or budget in mind for solving this problem?

18. Have you looked at cost estimates from others who would like to help you solve this problem or complete this project?

19. It’s not a good time for me to begin a session right this minute. Would you like to briefly discuss session times and fees?

20. Are you seeking generic free information on “the topic” or to work with a “your profession here” to address your specific situation? [If I have a free resource, I’ll ask for their email address and send it to them.]

21. I provide a general 3-4 sentence overview of how I would address their concern with them. Then I say that I’ve found that the sorting of the information available and subsequent application of that information is so specific to each individual that I always recommend hiring a “your profession here” for getting that one project completed.

22. Well what I can offer you on that subject is an ebook (CD, audio, etc) called ________. I’ll email you the link.

23. Refer them to these “free” or “almost free” resources: Ø The library has books/tapes/audios/CD/reference librarians. Ø To an outsider, your local SBA and SCORE Offices “look” free. They’re really not “free” either. Their classes “cost $” and their advice is paid for by all of us as part of our taxes. Ø Find a professional who needs your services and see about some sort of in-kind exchange or barter. Again, this isn’t totally free, as you do need to report it on your taxes, but in most cases, there isn’t any money exchanged. Ø Join lots of ezines by experts in the area you’re looking to learn about, but do it quickly while they are still free. And know that the ‘best of the best’ contain ads and affiliate programs, too.

Marcia Yudkin, Marketing Consultant, Speaker and Author says this in Marketing Minute: (http://www.yudkin.com/) “You can head off a good portion of that from paying clients by setting down in writing what your fees cover and do not cover. While you don’t want to come off as some sort of dictator with a stringent rulebook, it helps to set forth guidelines for a productive relationship. For folks who are not yet clients, feel free to copy what I do. If I can answer a question in five minutes or less, I generally just go ahead and do so. If a question is more complicated than that, I reply, ‘I couldn’t do justice to your question without a consultation. My consulting rates are …’ Prevent hassles by making expectations explicit!”

Remember, as a service business owner, part of what you “offer” clients and what they value from you is your knowledge and expertise. It’s as much a part of your “services” as any tangible materials you produce. So make sure to treat it as such, and get compensated fairly! When you value your services, others will, too.

With special thanks to members of the CoachU Alumni Helping Alumni List http://www.coachu.com/, Digital Eve Seattle and Freelance Seattle, http://www.freelance-seattle.net discussion lists for sending me their questions and observations, which contributed greatly to this article.

The Life of an Event Planner – Dealing With Difficult Clients

Clients are the lifeblood of any business and in a perfect world, they are pleasant, kind and respectful people but in the real world, some are often “challenging”, a euphemistic word for the acronym PITA (“Pain in the A$$”)!!

A very good friend of mine, also an event planner, bought me a gift to set on my desk, a little pottery jar that said “Ashes of Problem Clients”. In less than ten seconds after receiving it, the ashes of several clients came to mind and I became inspired to write about my experience as an event planner.

I have been in the hospitality business for thirty-nine years; twenty-five of which have been in event planning. After I planned my first event, I was hooked. I loved the creative aspect of planning a function, the excitement of meeting people from all over the world, working without outside vendors and entertainers, and arranging corporate dinners, receptions, themed productions and social functions.

Obviously the ultimate goal of an event planner is to exceed, or at the very least, meet the client’s expectations by helping them to create a successful event and a memorable experience, and in addition to client satisfaction, you hope for repeat business or a referral for future business.

When clients act controlling and try to micro-manage the situation, I honestly do try to see their point of view no matter how unreasonable the demand or how irrational the request. I like to give the benefit of the doubt while trying to convince myself some clients have no idea how complicated they are making things but I also take into consideration that perhaps they are nervous or fearful because this is the first event they have tried to plan, although not many clients will admit that, or maybe their boss is pressuring them to make the event spectacular while threatening them with losing their job, time off, a bonus or a raise.

As an event planner, we’ve all experienced client horror stories and dealing with difficult and demanding clients comes with the territory but often times so does a migraine and an upset stomach; loss of sleep, non-productive stress and large quantities of aspirin and antacids, and for me, a few glasses of wine or a couple shots of Patron, after the event of course!

During the planning stages of an event, some clients will ask you what you think and then interrupt you as you start to answer, some try to involve you in a plethora of plots and plans and undermining schemes, and some expect you to be able to make your room or the venue bigger or smaller depending upon their requirements. After the details have been finalized and the contract has been signed, many times clients still try to make last minute changes. Some arrive shortly before the doors are to open and expect you to be able to rearrange the set up or add items to the menu, and some don’t understand that if more guests show than what was originally contracted for, why they have to pay for them. I had a client who guaranteed 200 people for a reception but in fact over 300 showed. My client was confused as to why she had to pay the overage since “there was plenty of food and plenty of booze on the bar”.

An event planner wears many hats. Depending on the client, some expect you to be a psychologist, a referee, a babysitter or a negotiator while others have little respect for your expertise or what works best in your venue even though you’ve produced thousands of events. They are critical of everything, and think we as event planners are being unreasonable and uncompromising if they don’t get what they want. They snub your ideas and suggestions yet when they get complimented from the boss or one of their guests, of course it was totally their idea.

Don’t misunderstand, I have had some wonderful clients over the years but I actually believe I have learned more from the challenging personality types such as the perfectionists, the nit-pickers, and the egotists to name a few.

High-Maintenance Clients

I have a client whom I have been working with for years. I should be used to her selective hearing, her frequent outbursts and her drama queen antics but when she calls and texts me after hours or on the weekends several months before her event to ask something like, “Do you think the sun is going to be an issue in May before 5:00 PM, it gets exhausting. She e-mails me incessantly with “Urgent!!!” in the subject line. She schedules appointments, then cancels, reschedules or shows up late. During the meeting, a good portion of it is spent talking or texting her assistant, her mother or her dog groomer. She comes up with ideas, finalizes them and then changes her mind. She must have the tiniest bladder on the planet because she’s always sprinting to the bathroom or outside for “a little air” or a cigarette or three. No wonder she has to go to the bathroom every ten minutes; she needs her coffee or tea or water continually replenished, and sometimes even a “turkey club on whole wheat with light mayo” or a “grilled chicken Caesar salad with fat-free dressing on the side”. She loves the little pampering we “provide”; we are so “accommodating”. This client owns her own company and it is quite successful. She likes to host a client appreciation party each year yet she never has “much” in her budget and she expects little extras to be included at no additional charge. Once she asked if I would “throw in” the bar, not hard liquor, just beer and wine as if the cost of beer and wine was no big deal. I gave her the following analogy that I thought she could relate to, “Let’s say I’m in Bloomingdales and I see a beautiful dress that I simply must have. I ask the sales person if she could ‘throw in’ some shoes to match”. She processed that for a few seconds and said, “Ohhhh, I see your point” but I wonder if she did because later she asked me to “throw in” the dessert. The only thing I wanted to “throw” was her, right out the window.

The Attention-Seeking Client

I have an attention-seeker client who works for a party planning company. Whenever he has an audience, he likes to take the opportunity to berate the staff with his rants and barrage of expletives. For this particular event, he wanted floor length tablecloths but unfortunately my linen vendor only had two sizes of linens; one that was too short and one that was too long. My mangers and I opted for the shorter cloth because the longer cloths had so much extra fabric that we anticipated them becoming a liability with guests tripping and falling into each other. When my client walked into the room for the final walk-through, two hours late mind you, and saw the short cloths, he said, “I am coming unglued”. He ripped one cloth off a table as the staff stood paralyzed with their eyes and mouths wide open while everything they had just set on the table tumbled to the floor. He turned to me with blazing eyes and I swear I saw little pitchforks in the center. He raised his voice so high it could have broken glass as he screamed, “This is your fault Madame! If you were going to change to a shorter cloth, you should have called me for my permission”. I did and he would have known that had he answered his phone or bothered to check his voice mail. Any seasoned event planner knows that the key is to try and diffuse a hostile situation before it spirals out of control. I tried explaining my thought process hoping he would agree but he put up his hand in a dismissive manner and waived it at me and yelled, “Silence”. I assured him that I could have the linen changed out and the tables reset in less than thirty minutes. “I don’t have time for this”, he said even though we had five hours until the event. He plopped down into the nearest chair and yelled, “Someone bring me a bottled water, a glass of ice and lime on the side”.

It’s times like this when I wish I owned the place so I could finally say those two little words that I so often think inside my head. No, not those two words but these two words: “Get out!” Obviously you cannot change someone else’s behavior but I did make it clear to him that while I would do everything within my power to make him happy, what I would not do was allow him to continue to speak to me, or the staff, in a rude and disrespectful manner. After the event, my client informed me that his client was thrilled, “Darling, you did a fabulous job and I’m so sorry I was a bit testy! Please forgive me. Your staff must think I’m a pain in the neck”. Not the body part I was thinking of!

The Know-It-All Client

Know-it all clients are often arrogant, opinionated and believe they know it all simply because they have either planned their sister’s bridal shower, their parent’s 50th anniversary or their child’s first birthday party. They become self-proclaimed experts. I had a bride who scheduled an appointment with me to discuss having her wedding reception at the restaurant. She arrived with her maid-of-honor, who incidentally planned her own wedding after she watched “The Wedding Planner” so “JLo” did all the talking and of course she knew absolutely everything. She knew where she could get a “bigger, more delicious cake” for the same price I quoted, “cheaper flowers” and a “less expensive” Deejay. She talked over me, interrupted me and treated me as if this was the first wedding I had ever planned. The icing on the proverbial wedding cake so to speak was when she assumed they could bring in their own food and beverages. She was shocked when I explained that if they wanted the reception at the restaurant, we would be providing all the food and beverages. I often think about that bride and wonder how her reception turned out. The maid-of-honor thought either her backyard or the church hall was much more “suitable, not to mention cheaper” since they could bring in their own “food and stuff”!

Client-Come-Lately

I have a travel agent/event planner who booked a group from Europe for a sit down dinner from 8:00 PM – 11:00 PM. The first two hours was scheduled for the dinner and the last hour a variety of entertainers were to perform various singing, dancing and magic acts. At 8:45 PM, the client and her guests were nowhere to be found. I called her hotel, her cell and the bus company who was transporting them from the hotel to the restaurant. My client did not answer the phone in her room or her cell and the bus company told me they brought the group back from their tour “hours ago”. Even though my Chef and Manager on Duty were panicking, believing they might not show, I knew at some point the group would make their way to the restaurant because we had been paid in full and the entertainment company had received a hefty deposit. Shortly after 10:00 PM, the guests arrived. When I asked my client about the delay, she said she tried phoning me around 5:00 PM but she “just couldn’t get through”. Apparently her clients did not want to eat at 8:00 PM as she contracted; they were used to eating later. I explained to my client that she would be charged for three extra hours of labor since she was two hours late and the party would need to be extended until 1:00 AM. The entertainment director told her he too would have additional charges. She became hysterical. She had not budgeted for extra labor charges and it wasn’t her fault if she couldn’t get through to me, it was her mobile phone. I explained that even if she had been able to get through, changing the start time three hours prior to the contractual start of the party was not acceptable and if she wanted the dinner and the show to go on, she would have to agree to the additional labor charges. I also reminded her that these types of situations were outlined in the Conditions of the Contract but some clients do not read the fine print before they sign on the dotted line. Even though she has since booked three more events with me, during her tantrum, she vowed never to book at my venue again due to my “unwillingness to compromise”.

Another client booked a small two-hour reception. I created a menu, sent her a contract it, she signed it and paid a deposit. On the day of the event, my floor manager told me the function was going to be a “piece of cake” and insisted I take the night off. An hour after the reception was supposed to start, that same manger called me at home to say my client was a “no call/no show”. He pulled the contract and my client signed for that date and time. He was not able to reach him on his cell but left a message. I too called and left a message. Three hours later my client called and said, “Please don’t tell me I booked the party for tonight?” He actually wanted it for the next day. I was able to accommodate him since we had no other functions booked however, when I explained that he would have to pay for the labor that had been scheduled and the food that had already been prepped for the wrong night, he became indignant. He said since it was his mistake, the extra charges would have to come out of his pocket, that he was going to be “in a whole lot of trouble” and he didn’t “appreciate the fact that I was imposing these charges on him since it was an honest mistake”. I told him that while I sympathized with his predicament, if I didn’t get compensation, I was going to be “in a whole lot of trouble”. Even though I agreed to split the difference, he still was not happy and refused to speak to me the next night at his event.

The Narcissist

The only thing worse than a rude and obnoxious client is another rude and obnoxious client! There is a certain breed of clients who think they are your only clients. They have little or no respect for your time. They think you are supposed to be available 24/7 and that you have unlimited resources at your disposal. A client set up a site inspection with me at 8:00 AM on a Monday. She confirmed the date and time twice after setting it up, the last of which was on my first Sunday off in one month. Fifteen minutes before she was due to arrive, she called and said, “Hi, I’m in a taxi driving right by your place. I’m switching plans”. Apparently she broke a nail and the manicurist at the salon in the hotel she was staying at was not in on Mondays so she was headed to another salon at another hotel for the repair. “So I can’t get to you until 2:00 PM because I have other places to site, and then a lunch so I’m moving you to 3:00 PM”. I apologized and explained that I had a site inspection with another client at that time and asked if she could wait until 4:00 PM. She told me that I was causing her a “real inconvenience”, that if I could not accommodate her at 4:00 PM, she would be forced to book elsewhere since she couldn’t possibly book with me sight unseen. She called me the following year asking if I remembered her. Really? She requested a site inspection and proceeded to tell me how displeased she was with her last party and how difficult the catering manager had been. She asked that I check availability but unfortunately and sadly and hip-hip hooray, I was already booked on the day that she needed. As she slammed the phone down, I heard her say, “Whatever”! I never like to turn down a piece of business but I am certain that if she calls me again, “third time’s a charm” will not be the case for her!

The Egotist

I have had many memorable clients by one of my ‘favorites” was the client of a local party planner her scheduled a final walk-through two days prior to the event. Even though I had met with this client twice before, she could not seem to remember my name. She said, “You must think me terrible but I have forgotten your name”, and this was our second meeting and we had been talking for nearly thirty minutes. Hello?! It’s not like my name is Scheherazade. It’s Kate, a very short, one-syllable 4-letter word. But knowing my name didn’t make a difference, she still insisted on directing her questions and her little underhanded comments to the party planner, referring to me as “her” and “she”; that is, when she bothered to acknowledge that I was actually in the room. “I hate to be a pest”, she said, “But do you think she can remove those extra ropes and stanchions if we don’t need them? And why are there so many extra tables and chairs in the room, this isn’t how I want the room set”. I reminded her that her event was not for two days and the room was set for an event that evening.

After she changed the start time, the color of the linens, the placement for her speaker and the buffet, for the third time, she got up with a jolt, ran to the middle of the room and stood there with her eyes closed, one hand on her head and the other on her stomach as if she were channeling Frank Lloyd Wright. After a few seconds, she exclaimed, “No, no, no this room is all wrong, this is not what I envisioned”. Apparently she just wasn’t “feeling the room”. In fact, what she was feeling was “frustrated” and “claustrophobic”. She swung around and opened her eyes wide and glared into mine and said, “What about you ‘Kathy’, aren’t you feeling frustrated and claustrophobic?” Yes, I thought, but not from the room! In a matter of seconds we went from the original set up of round tables to rectangle tables because after all, “rectangle tables are much more conducive to a dining atmosphere” whereas the rounds seemed “banquety” to her and that’s not what she “envisioned”. Her “vision” and her “goal” were to have the room “feel comfortable, relaxed and spread out” and oh how she wished the room was bigger but she “supposed there was nothing that could be done about that”. Mean while the room seats 250 people and her guarantee was for 100. I sat quietly taking deep breaths and wishing my life away, wishing for it to be two days later at 10:00 PM which would mark the end of her event. As she got up to leave, she put her hand on my arm and baby-talked, “I hope you don’t think I am too much of an ass pain” and giggled and snorted uncontrollably. Oh, I thought to myself, that’s not what I’m thinking at all! Then she said to the party planner, “Can you tell Ka-Ka-Ka Katie to make sure the carpet is vacuumed”.

So it’s the day of the event and standing outside the door is “Cruella Deville” in all her glory. I cannot put into writing the thoughts and fantasies that started running rampant through my mind; it just wouldn’t be lady-like. I looked at the banquet captain and said, “It’s show time. Your worst nightmare is about to walk through the door. If you need me, I’ll be at the bar”!

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