Three tips for getting more referrals


Life is nearly always tougher when it comes to landing new clients. Trying to do more business with or through existing ones makes much more sense, potentially, because taking risks with new suppliers is still tricky for a fair number of buyers. So why are so many professionals so meek when it comes to asking for referrals?

Well, some people just don’t ‘get it’. What they don’t get is that they can and indeed should be asking their contacts for introductions to others who they can help. Others associate ‘it’ with the conduct of networking and other outgoing business development pursuits – from which they habitually run a mile. Both attitudes are business-limiting. So here are three tips to help make the most of your referral opportunities.

Recognise the potential. “Who could I possibly ask?” are the first words on some lips, as if the universe of potential referrers was but a small table of reluctant speed-daters. Just tot up who you know!  When you analyse it, the potential number of referrers for most professionals is often extremely large consisting of:

  • existing clients – both specialist (e.g. members of the legal team, Finance Directors) and in other disciplines (Sales, Marketing, HR etc.)
  • similar contacts who we have worked for (but may not be currently)
  • a bewildering array of third parties (e.g. intermediaries, other professional providers, relevant people in associations and other industry/sector entities).

Of course, not all of them are going to be ‘live’ referrers so..

…Select the best.   Prioritisation of referrers is a matter of applied common sense. So here’s an applied common sense quiz. In our selection:

  • Should we focus on a) new clients/contacts or b) those with whom we have an established track record?
  • Do we give priority to a) clients who are happy with us and/or the service we provide or b) those who have a gripe or for whom the last transaction did not go so well?
  • Finally, should we direct our efforts to a) those who are well connected both within and without their organisations or b) the work equivalents of Billy or Bertha No Mates?

When to ask.  When and in what circumstances to pop the dreaded question? Make it easy by doing it:

  • At the end of a meeting, the business having been successfully concluded.
  • Over lunch or coffee making best use of informality.
  • At a post-transaction or relationship review meeting using, as a platform, the wider discussion about the client’s current/planned business activities.

Of course, how the question is popped is another matter….

James Newberry runs People Scope, a consultancy, interim, training and coaching firm working with lawyers, accountants and other specialists to help them operate successfully outside of their comfort zones.

Three ways to use the proper power of persuasion


“I don’t need to persuade anyone.  The quality of what I do is self-evident”

So runs the mantra for a number of professional specialists we have met. Somehow, the world (which includes clients and prospects who may not be able to experience the intangibility of what they offer) will see the light. Of course, most often they don’t.

Either this, or they associate persuasion with a stereotypical vision of the “pushy” sales man or woman – and may then try to “sell” by talking endlessly about themselves or their firm. Neither attitude works or is representative of the proper power of persuasion. This is an art that can be learnt, and which has some underlying basic principles: here are three of them.

Give before you get  A tough one this, in that it involves unravelling years of conditioning for those who have had it drummed into them that hours and minutes are ALWAYS TO BE CHARGED FOR. Most people want to return a favour, so if you give them something they will usually want to give something back. We have heard many variations on this theme when trying to attract new clients. “For the trial piece of work, deliberately, we gave them more than we were paid for; they recognised it, liked our attitude, and they are now a significant and very profitable client 10 years on!”.

Three more Ps  This is about Positive Peer Pressure. Those who do business with the public sector see the power of this one. Some people (in fact, many professionals) are better convinced to do something if others are seen doing it. The more local authorities that you work or have worked for, the more powerful appears your case. And in the private sector, if the firm’s name is associated with successful industry authorities (e.g. market leaders), then you can get a double whammy.

Seek out common ground  People do more business with those they feel they like. A large part of such liking is about the amount of common ground that is established between them. Successful professionals know this: which is why golf, cricket, rugby, football etc. are such common pursuits. Sadly, many do not venture outside of these, their own obvious likes. Successful networkers know that it is possible to establish common ground with just about anyone. But it needs this realisation and then practice to achieve.

James Newberry runs People Scope, a consultancy, training and coaching firm working with lawyers, accountants and other technical specialists to help them operate successfully outside of their comfort zones.

Three tips to keep your pipeline flowing


 How many initial contacts do you need to gain one new client?

When asked, the answers of many professionals are often hopelessly optimistic. And they wonder why their Business Development efforts aren’t amounting to much. The fact is that moving prospects in our target markets from initial contact to converted client is usually a lengthy process with several stages, where at any point, we can be screened out: hence, the analogy for the process as a pipeline. In most professional environments, this attrition means that initial contact numbers usually have to be significantly higher than a few (dozen).

Here are three things to address the “pipeline peril” and make it a safer, more productive bet.

Keep your tap on  It isn’t just the length of the pipeline that is important; it is the speed of migration down it. It can take YEARS for some business contacts to result in a trading relationship. The long game approach required to be successful at this sits ill with the short-term, ‘fees, fees, and fees’ focus of many professional lives.

“We are very busy so no-one’s doing any selling at the moment”

Turn off the tap that keeps your contacts flowing and you risk future famine. This requires a contact strategy to maintain profile with potential clients. Do you or your professionals have one?

Count, plan and monitor  How many business development professionals know the number of contacts they have in their pipeline and at which stage they are at with any conviction? In our experience, these experts are few and far between. Because they don’t recognise the dynamics of the pipeline or perhaps take it seriously, they cannot begin to control its flows. Assessing where you are is the first step to deciding what should be done (plan) and doing it (see below), plus then monitoring to ensure that sufficient new client work is being delivered at the other end.

You cannot be serious! …and sure enough, too many of us are not when it comes to planning and doing it. Do we schedule time for business development activity as carefully and in as much detail as the professional work that is done? Most professionals’ Outlook diaries are full of transactional actions and deadlines. But BD ones??!

James Newberry runs People Scope, a consultancy, training and coaching firm working with lawyers, accountants and other technical specialists to help them operate successfully outside of their comfort zones.


Can you talk the REAL talk?


The core of any good business relationship is being able to talk to others.  REALLY talk to them.  Not just about transactional stuff, or about the weather, fashion or football.  But about the business, organisational or personal things that matter to them.  Because if we can engage at this level, we find out so much more about what they might need.  Unfortunately, some are either oblivious to this level of operation, or think that they do it already so don’t need to bother.  For both, here are three things that will assist in preparing the ground for a productive interaction.

Lead, structure, collaborate  Good discussions don’t usually happen by accident.  Nor passively can we expect clients or contacts to make the running (“If she wants to talk about that sort of thing, she will”).  It is up to us to initiate and sell the need for it e.g. for a ‘review of how things are going with you’.  Once done, we need to take further initiative by proposing what needs to be discussed and get their buy-in to this by sending an agenda for input.

Canvass – inside and out   So if allowed, do some people tip up to the meeting totally unprepared?  You bet they do!  After all, this isn’t paid work is it?  It’s far less important.  Except that if they mess up, the consequences could be, ahem, interesting for future work streams.  All it takes is a quick search for the latest on what has been going on in their world, and a few calls or emails to relevant colleagues to get their views on current issues.

Bring an IDEA   What can differentiate one organisation and individual from another?  In practice, very little.  One thing that people say consistently that they are looking for is advisers (or perhaps colleagues too?) who are proactive and give them insight.  So from the work done by canvassing, find an idea to bring to the party that will be of value to them.

James Newberry is a coach and trainer who helps professionals and other specialists exert more influence….and enjoy it!  Have a look at to know more.

Three more rules for networking excellence


So your professionals know why they are at the seminar.  Now all they have to do is  perform.  Most of them know the drill backwards when it comes to the work that they do.  Unfortunately, many lack such a drill for business development when attending your expensively-wrought events.

“I don’t know what to do”  “How do I talk to someone I‘ve never met before?”

Here are three things to help at the ‘crunch’ points.

Upon entering a room….panic, make a bee-line for the safety of your colleagues, or just look like you’d rather be anywhere else.  That’s how many behave when entering a room full of strangers.  There are a number of tactics to employ to help achieve the aim (meet new people, develop prospective client relationships etc.) and to give confidence.  Like them all, this one is very simple.  Most events contain people who are in exactly the same boat as you and your people.  They are often alone, don’t know anyone, nervous, uncertain of how to behave – and very grateful when someone talks to them.  These wall-flowers represent the best opportunity for first conversations.  So target them.

Breaking in  There’s someone you want to meet – but (s)he is engaged in conversation with two others, and has been for some time.  What do you do?  Well first, you need to assess the intensity of the conversation (body language here is the indicator).  If it looks heavy, then best to try another time.  If not, approach and join the group, making eye contact first with its members, listen, and then join in if you have a contribution.  Of course it’s a bit more complicated than that – but not much.

Breaking out   Being stuck with someone – who is not relevant as a potential client or intermediary and/or is just plain boring – appears high on many people’s networking nightmare list.  The best get-out clause we know is to tell a palatable truth.  For example: “It’s been nice to meet you, but there are a number of people in the room that I must talk to before they leave, so I’m going to have to go”.

James Newberry is a coach and trainer who helps professionals do more business.  Have a look at to know more.

Three “becauses” that stifle selling


“We’ve got all these services…why can’t we sell more of them?”

This continues to be the ‘cri de coeur’ of many senior partners or directors in professional firms (and indeed much more widely).  Instead of being a revenue and profit multiplier, the inability of their professionals to spot and capitalise on opportunities to gain more work for colleagues – even from satisfied existing clients – has ruined the reasonable pretensions of many a good business plan.

Why?  Well, it comes down to some fundamental ‘becauses’ that can win the day if not addressed.  Here are three of the big ones and some food for thought and action if they are to be overcome successfully.

Because they don’t ask  This is a classic manifestation at networking events.  Professionals talk to (or rather at) prospects or contacts, seemingly unable to move outside their own narrow specialism – because they don’t feel confident or equipped to ask the right questions.

To get them client-curious usually requires a three-pillared approach: “upknowledging” so that they understand enough about what other departments do; “upskilling” to give them the selling tools to engage contacts without boring or being a put-off; and “upmotivating” to provide the encouragement and stimulus that helps overcome reticence: which leads us directly to…

Because they aren’t rewarded  “It was my contact, I had done all the ground work, but the partner just muscled in at the end, took it over…..and claimed it!”

Yes, this sort of thing should not happen….but it does and is corrosive because it stifles exploitation of the huge contact base and pool of work available to firms from the managers, associates and others who operate below senior level.

Fundamentally, it’s a leadership issue for partners and directors who have to accept that their job is to facilitate the growth of their business through others as much as themselves: no egos or personal fiefdoms.  That means encouraging and publicly praising the selling efforts and achievements of the people they manage.  It is also a firm-wide issue to ensure that the reward systems for cross selling at all levels are in place, work effectively for everyone, and are not exploited detrimentally: which leads us in turn to……

Because it’s not on the agenda ….systemic issues.  Cross selling success (or the lack of it) is one of the best measures of how open your firm’s culture really is.  It requires trust in colleagues and more leadership at all levels of seniority – both to support best practice and be uncompromising when it comes to addressing negative or self-seeking behaviours.

Without such bravery, the “becauses” will be victorious.  Do they succeed in your firm?

Business Development Resolutions Part 2

Last time it was about getting the picture, a mentor or a buddy. There are three more resolutions that will build on this good work to help create a tide of success for you or your professionals’ business development efforts over the coming months. These are not complicated things but, if they are missing, the firm’s individual/collective success and achievement can be oh-too-easily compromised.

Get proactive
“I have a good reputation with the clients/partners who have the gift of work. They know where I am”
This is the better mousetrap fallacy as applied by some practitioners. In this mind-set, believing that they have a better professional gizmo than their neighbours is sufficient for the world to beat a path to their door. Except it won’t be and it doesn’t – as some have found to their cost particularly in the leaner times of the past five years.

Part of this problem is about conditioning. Lawyers, accountants, and other experts can grow up in their firms only ever being fed work and then measured on how well they complete it. By the time they are deemed to be mature, it’s a big ask to then overlay the bit that says “I must now go and win my own”. (NB This is often the point at which the mentors or coaches mentioned in Part 1 can become useful). So early exposure to the skills, practice of, and responsibility for work-winning is vital.

But ultimately, it comes down to a simple realisation for everyone. Assume nothing about what your clients are thinking or about the self-perceived excellence of your mousetrap. Proactivity in finding and delivering ongoing ways to engage with them is the key, particularly with the proliferation of communication media now available to all of us. Plan it and then do it.

Build momentum
So for a number of professionals, BD is not perceptibly a primary business function. If it is treated as a ‘nice to do’, the consequences for achievement and results are usually serious. Witness the plans and activity being happily implemented from Tip 1 by Practitioner A that are dropped the moment a new significant piece of work comes in, only to be taken up again perhaps months later, if at all.

Disappearing off the grid thus, it becomes extremely difficult to build any sort of momentum with clients and contacts that will deliver a stream of new future work opportunities. The solution is partly a management one: that means supervising partners or department heads delivering on their leadership remit by setting specific agendas for Practitioner A and other individuals for whom they are responsible, reviewing progress regularly against what was agreed, and providing guidance, encouragement, or sanctions as appropriate. But it is also about individuals themselves recognising their overweening deal focus (often not easy so more guidance required here) and then applying coping strategies to deal with it…

Take it bite-size
The boom/bust nature of business development implementation described in Tip 2 requires an adjustment. Instead of working flat out just on fee earning punctuated by infrequently large and indigestible ‘chunks’ of business development, allocate a small amount of time each day to BD/marketing (say 15 or 30 minutes) and stick to it. If, as often, this is about communicating with people, the beginning and the end of the day are timely periods that minimally impact on work flow and that offer the best chances of success.

Of course, there will also be BD tasks that require more time to complete but this is a good baseline to establish.