LEVY INNOVATION

creating content

Strengthen Your Business Through Journaling

When I started doing positioning a decade ago, I didn’t have a defined methodology. I worked intuitively.

I’d hang out with a client, talk to their customers, study their marketing materials, and scan their field. A few weeks, and dozens of phone calls later, we’d have their marketplace position, competitive advantages, elevator speech, talking points, and case studies.

My informal approach worked well. The client got what they wanted, and I was able to conduct business in a way that felt natural.

One day a colleague asked me how I got my results, and I told him about my loose approach. A heavy-duty structure guy, he assured me that clients would be more at ease if they knew I had a codified process with predictable steps.

Since I was relatively new to consulting, I decided to take his advice. What I didn’t want to do, though, was create a process that was phony, mundane, or that got in my way.

That’s when I turned to my old freewriting files.

Freewriting is a way of thinking onto paper that helps you get to your best problem-solving ideas. Whenever I had a client positioning project, I’d open an empty document and would use freewriting to clarify my thoughts and create ideas. It was scratchpad thinking done for my eyes only.

Fortunately, I’d saved much of this exploratory freewriting. It sat in my computer throughout dozens of throwaway documents. I sifted through them.

Not only did I discover that I, indeed, had methods I’d called upon again and again and, therefore, had a kind of rough process; I also found I’d used tactics and had insights I’d completely forgotten about. For me, reading through my rough writing was revelatory. By studying it, I created a process and steps that were based on who I was and what I actually did.

What I stumbled on, you might want to do on purpose.

That is, keep a project journal that you can write in daily or at least a few times a week. The journal can be a physical book, or a file in your computer. Whatever format you choose, use it to talk to yourself about what’s happening in a particular project.

You can, for instance, write about a session you held, a question you were asked, a piece of advice you gave, a discovery you made, an insight your client had, a road block you experienced, a process you created, a list of things to stay away from, a list of things to do again, big successes, small successes, bits of dialogue, or an image that flashed into your mind.

The act of keeping a project journal can help you immediately, as you’re doing the writing. It can also help you long after the fact – as you review it days, months, or even years later.

Consider, too, asking a client to keep a project journal. Doing so will help them work out problems, remind them of strategies and ideas that they can use over and over, and get them focused on how things are changing due to the work you’re doing together.

Each week, you could schedule time to review their journal with them. They don’t have to read the actually writing, unless they’d like to. Instead, ask them to summarize interesting findings.

By the way, make no bones about asking them to look for changes and results in their writing. Say things like, “What problems have you had? What solutions have you tried? And what results have you seen?”

If you do this enough, people start focusing on results. They start looking for progress.

Without a results-oriented focus, some people forget how far they’ve come. When you point it out to them, or when they discover it for themselves, it inspires them to do more.

Make sure you point out all the ways they’re progressing personally, their company is progressing, and their own customers are progressing.

If you or your clients have kept a project journal, I’d love to hear about it. What insights did you gain? What snags did you encounter? What might we learn from your experience?

Strengthen Your Business Through Journaling Read More »

Lean-in Moments

A few months ago, the publisher of my book, “Accidental Genius,” asked if I’d like to revise my ten-year-old work. I figured revising it would be easy. The book, after all, already existed. Reworking it would be like cheating off myself. I said sure.

They emailed me the original manuscript, and let me have at it. I opened the file, clicked out after three minutes, and didn’t open it again for weeks. Why? In scanning the text, some questions hit me:

What if my skills have deteriorated, and I was a better writer then than I am now? What if I’ve been fooling myself all these years, and the book wasn’t as good as I remembered? What if I couldn’t think up enough new material to warrant a revised edition? What if the book comes apart in my hands while I’m revising it, and I make it worse than when I began?

I didn’t have answers nor the mettle to return to the manuscript to hunt for them. Instead, I moved the project forward through the best way I knew how: through freewriting.

“Accidental Genius” is a book about freewriting so, as you can imagine, I’ll be writing about the technique at length in future posts. For now, though, I want to mention what my earliest freewriting sessions centered around: images of unusual client interest, concentration, and surprise.

What I call “lean-in moments.”

Through my writing, I tried conjuring up every scene I could think of where a client leaned forward in their chair, because what they heard me saying intrigued, startled, or delighted them.

  • What had I told them?
  • What had I asked them to do?
  • What insights did they have?
  • How did they build on what I said in a way that excited them?

You could say I was looking at my consulting past for moments of intense client reaction and emotion. I figured these moments might lead me to stories and ideas for the book. They did. In the forthcoming edition of “Accidental Genius” you’ll find these moments seeded throughout.

Thinking about your own lean-in moments is a great way to develop books, posts, talking points, speeches, products, and services for your business. The key?

Don’t think about your material first. Instead, think about your clients. See them in your mind’s eye. Hear their voices on the phone.

They experienced surprising moments that made them laugh, clap, or focus on what you were saying with an almost supernatural intensity.

What did you say? What did you do?

Start from there.

Lean-in Moments Read More »