Business

Look At Your Business As If It Were a Book

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Coming up with a persuasive marketplace differentiator for your business can be difficult.

One reason why: Since your business is your livelihood, creating its differentiator seems like a life-or-death decision. You tense up, thinking: “This differentiator of mine has got to be a one-of-a-kind, revenue-generating winner. Otherwise, I’m sunk.”

Trying to complete such an overwhelming exercise naturally shuts you down. The differentiator you come up with is weak. Or, you leave the exercise with no differentiator at all. What to do?

In the past decade and a half, I’ve created differentiators by the hundreds. One of my secrets: I play with how I see a client’s business. I look at it in different ways.

I even pretend that my client’s business isn’t a business at all. Instead, I pretend it’s a book.

Whether you realize it or not, your business is indeed a lot like a book.

Like a book, it has a main idea. It’s “about” something. That main idea may be sharp and distinct, or it may be broad and commoditized. It may be easy for people to talk about, or it may be fighting with other ideas, so talking about it is hard.

Your business is a book.As I study a business, I think, “Right now, what’s the main idea here, and what are all the pieces of philosophy, facts, and stories substantiating that idea? If this business had a table of contents, what would the chapters be called and in what order would they fall?”

While I’m examining things, I look for storylines that are buried, or that hadn’t been thought of before. I ask myself, “If this new storyline were brought to the fore, how would that change everything? Who would be the  readers for this new ‘book’? What would they be buying? How would they talk about it to friends?”

Consider trying this exercise for yourself.

Pretend your business is a book. Into which category would it fit? What would be its title? What about its main idea? Could you tweak that idea to make it stronger? Could you change the book’s meaning by moving a subordinate idea up front? Could you combine a series of subordinate ideas into something new and valuable? What would its cover look like?

Keep playing with the “book of your business” until you have a much stronger book than when you began.

Consider, then, how you could incorporate these rewrites into real life.

Writing an Elevator Speech “Lifelike in the Extreme”

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To prepare for a workshop I’m giving, I’ve spent hours doing exploratory writing on how to create an elevator speech.

On the page, I’ve asked and answered questions like, “What’s an elevator speech supposed to accomplish?,” “What are the best ones I’ve heard?,” and “What are the worst ones?”

I’ve also made a list of elevator speech ingredients. Most of them, naturally, are the things you’d expect. A good speech mentions one’s target market, product or service, and benefits to the customer.

One of the ingredients I came up with, though, is more unusual. You rarely hear about it in business literature. That often overlooked ingredient is honest detail.

To better describe what I mean by honest detail, which might also be called “telling detail,” let’s turn to an outside source: novelist and essayist, George Orwell.

A Detail Saves a Life

In late 1936 to early 1937, Orwell fought in the Spanish Civil War. During one battle he was shot in the throat. Orwell not only recovered, but in the ensuing twelve years he penned his most notable books, “Animal Farm” and “Nineteen Eighty-Four.”

He also wrote an essay, “Looking Back on the Spanish Civil War,” which included the following passage:

“At this moment a man, presumably carrying a message to an officer, jumped out of the trench and ran along the top of the parapet in full view. He was half-dressed and was holding up his trousers with both hands as he ran. I refrained from shooting at him . . . I did not shoot partly because of that detail about his trousers. I had come here to shoot at ‘Fascists’; but a man who is holding up his pants isn’t a ‘Fascist,’ he is visibly a fellow-creature, similar to yourself, and you don’t like shooting at him.”

In analyzing this passage in their textbook, “Finding Common Ground,” educators Carolyn Collette and Richard Johnson write: “The life of Orwell’s enemy may have been spared because Orwell noticed a detail, the man holding his pants up with both hands – an awkward, slightly comical, and bizarre detail; lifelike in the extreme . . . “ (p. 4)

The honest detail, “lifelike in the extreme,” can persuade. The telling image – drawn, not from the mind, but from reality — can capture people’s attention and coax them into action.

Most business writing, especially elevator-speech writing, lacks such realism and candor. It stays on the surface, espousing “big ideas” through generalization and abstraction. The writer ends up saying what they think they’re supposed to say, instead of what’s real. Their words don’t make a dent in anybody’s mind.

Statistics as Detail

When I started Levy Innovation, my elevator speech used to talk about how I helped make people memorable and compelling. As I’ve written before, there was nothing wrong with saying those things. I still say them. What I hated was talking about those concepts in unsubstantiated form. Without supporting facts and detail drawn from life, they were mere opinion.

As I examined my projects for facts, I realized something that had previously escaped me. Due in part of my efforts, several clients had become popular enough to raise their fees by 600%, 800%, and even 2,000%.

Figures like those became my substantiation — my telling detail. When asked what I did, I began saying: “Consultants and entrepreneurial companies hire me to help them increase their fees by up to 2,000%.”

Painting a Candid Picture

While creating elevator speeches for other situations, I always sought that telling detail to make my point. Sometimes the detail came in the form of a statistic. Other times it came by painting a picture that let the listener know I understood what they might be going through.

For instance, if I met a consultant who explained their services awkwardly or seemed embarrassed as they spoke, I’d introduce my work in the following way:

“You know how when a businessperson meets a prospect, say, at a conference, and that businessperson starts talking  about who they are and what they do, and the prospect starts looking right past them to see if there’s anyone in the room who is ‘more important’?

“So, not only has that businessperson lost any chance to gain a client, but they also feel awful about their life, because they put so much effort into their business, and this prospect looking past them is, in a way, dismissing their entire being. (At least that’s what it feels like to them.)

“Well, what my work does is to help people like that businessperson who find it tough explaining what they do and why their work matters. I counsel them on writing elevator speeches and talking points that hold attention and make prospects eager to have a conversation with them.”

More times than not, the person I was talking to wanted to find out more about how my work might help them, because the details of the picture I painted struck them as undeniably real.

(Where, you might wonder, did I get those details? From my own life. A couple of decades ago, while I was in my early twenties and manned the trade show booth for a book wholesaler, attendees would ask me, “What does your company do?” As I explained, they’d at times leave while I was in mid-sentence. You don’t forget a detail like that.)

“Help me! Help me!”

The other day I spoke with a consultant, Kathy Gonzales,  whose elevator speech delighted me. It’s not because Kathy meticulously crafted every word, or delivered the speech with flair. It was the realism of her detail. Her speech sounded like it came straight from life. When I asked what she did, she said:

“I work with executives, mostly men, who want to leave the corporate world and start their own business. I don’t make them better at what they want to do. I won’t make a financial planner a better financial planner, or a baker a better baker. I just help them make the jump. They’ve got one hand on the corporate ledge, and they want to let go, but they’re crying, ‘Help me! Help me!’ That’s my client.”

Notice how Kathy didn’t make a lot of promises or claims. That adds to the persuasiveness of her speech.

I don’t know anything about Kathy’s company, Modern Happiness, and I’m not in the market for her type of service. But if I was, I’d be intrigued enough to have an initial chat – a “How do you do that?” talk — and that’s what an elevator speech is supposed to accomplish, isn’t it?

Your Challenge

If you’re struggling to come up with an elevator speech that captures attention, here’s an assignment using a standard speech format:

Think about the three most common problems your product or service solves, and create a speech for each. Don’t labor over the speeches, though. Just talk them out. Consider recording them as you go.

As I did in a speech above, begin with the phrase, “You know how when . . . ,” and describe the type of person you serve and the problem they experience in as much honest detail as you can. Stay true to what really happens. Don’t think you need to make things sound more dramatic than they are.

Once you’ve painted the scene, talk about what your work does to alleviate the problem you mentioned.

You may not get the most telling details right away — the ones, “lifelike in the extreme.” If  not, don’t sweat it. As you do your project work throughout the day, pay attention to what really happens and try incorporating the most intriguing facts into future drafts of  your speeches.

Business Guidance from the Future

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I asked my friend, Jake Jacobs, how business was doing, and expected a mechanical response, like “Things are good” or “Can’t complain.”

Instead, he told me he’s having the most profitable twelve months he’s had in twenty-five years as a consultant – and that’s in a down economy. This year, in fact, his firm is exceeding last year’s revenue by 170%.

How’d that happen?

A few months back, Jake did a little soul searching, and decided he wanted his company, Winds of Change Group, to hit the five-million-dollars-a-year revenue mark. Reaching that figure, though, would represent a jump. A jump that would take considerable time.

Jake, however, didn’t want to wait.

He knew if his company was to have any kind of shot of reaching that goal sooner rather than later, they couldn’t continue doing things the way they’d been doing them. To find out exactly how they should change, Jake took an unusual approach:

He projected himself into the future, and found his answers there.

That is, he didn’t first look at how his company could inch-ahead with what they were currently doing. Instead, he conducted a thought experiment, and imagined himself in the near-future heading a consultancy that was doing five million dollars business a year already.

A Vivid Daydream

During the experiment, which was something of a vivid daydream, Jake looked at each part of his firm and noted how they were conducting business. He saw who they had as clients, what services they were offering, how they closed deals, and how they delivered upon promises.

After conducting the thought experiment, Jake shared what he saw with his colleagues. Together they began taking immediate action on as many of his future-focused tactics as they could – thus behaving as if they were a five million dollar firm in the here and now.

They haven’t yet hit their revenue goal, but with increases of 170%, hitting that figure shouldn’t take long.

What tips can Jake share about his living-in-the future approach?

  • “When you’re looking around in the future, don’t just see the big stuff, like who your clients will be. You’ve got to study every nook and cranny of your organization. So, if you’re looking at your future company, see how it would celebrate its successes. What would its parties look like?”
  • “As much as possible, make that preferred future real today. Doing the stuff you’ve brought back is energizing. You start seeing results and evidence of change immediately. The more things change, the more your people see that they’re changing, the more likely they are to push for more change. It’s self-reinforcing.”
  • “You can use this method in any aspect of your life. Why not have an image of the next hour being the way you want it to be. Give it a try, and check in sixty minutes later to see how it works.”

Your Assignment

Try Jake’s preferred future exercise during your next bout of freewriting.

First, do a twenty minute session on what your dearest business goals might be, and what your company would look like once you’ve reached them.

Second, do another twenty minute session on what you learned during the first session, and what you could apply to your business today if you chose to.

Breaking a Solution Ahead of Time

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When it comes to business practices, what you’re confident about today may be proven wrong tomorrow. I’ll explain.

When I was a kid, I’d go to the candy store and spin the squeaky, revolving rack of comic books to see if it held a new issue of “Sergeant Fury,” “Captain America,” “Iron Man,” “Spider-Man,” or “Thor.” If I spotted one, I’d stare at its cover for a minute or two to get a sense if the story hidden inside promised to be worth twelve cents (or twenty-five cents for a double issue).

Why didn’t I judge the comic by thumbing through it? If I tried, the store owner would lean over his counter and shout: “This isn’t a library. Are you looking or buying?”

I’d be forced into buying, because “looking” was akin to theft.

When I was growing up, most stores dissuaded you from sampling a product. Their reasoning? Maybe they thought if you got even a taste for free you wouldn’t value the product enough to pay for it. Maybe they wanted customers to absorb the transactional risk and judge the quality of a product on their own dime.

Such thinking now, of course, is considered unenlightened. It hinders sales. Instead of keeping products away from customers, businesses try hard to get them into people’s hands.

Want to play around with a software program? No problem. Go for the free ninety-day trial and see if you like it. Want to know if a certain car hugs the road? Don’t sweat it. Take the auto home for a few days and test it.

Going from the “no sample” strategy to the “try the complete product for free” strategy is a radical about-face. But you and I have seen other strategy reversals just as drastic.

Years ago, it was assumed that the smartest person in most companies was the leader. After all, the leader was in charge of the organization for a reason. In many organizations, that thinking has now changed. They believe in the genius of the group, and think its people are smarter in the aggregate than they are separately. These organizations put collaboration tools in place, so people can more closely work together.

Along the same lines, many organizations used to assume that their employees couldn’t be trusted with sensitive information; the hierarchy, therefore, hoarded data. Now, thanks to the influence of practices like Open Book Management, certain leaders share financial and strategic information with the company, so employees can take responsibility and make better educated business decisions.

I could go on recounting business strategies, like Reengineering and Management by Objectives, which were once thought to be best approach to solving a particular problem, but are now looked upon, at best, as one tool in a diverse strategy toolkit. But I won’t. I know you get the picture.

The point I’m driving at is this: Right now, you and I are using strategies in our business that will, one day soon, be thought of as wrongheaded. We’ll look back and think, “How could I have wasted so much time believing that?” or “focusing on that?” or “doing that?”

Rather than waiting for that day to come, get a jump on uncovering those strategies and on hatching alternate ways of doing things.

Think of it as a game. Look at how you prospect and sell. Look at your products and services. Look at your infrastructure and how you get things done. Look at your pet philosophy and manifesto ideas.

Even if what you’re doing is working, pretend it’s not. Pretend it’s broken and you’ve got to come up with something new – you have no option.

What would you try?

Is there a way, even a small way, of trying it now?

The Vanessa Williams Rule

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In the mid-1990s I conducted interviews for a small entertainment newspaper. The editor was a friend who knew my tastes, so he gave me assignments I’d enjoy. I interviewed a pre-Titanic Leonardo DiCaprio, a rapper-turning-actor named “Marky Mark” Wahlberg, the art-house rocker Jim Carroll, and other artists who whose work was at the time considered edgy or who hadn’t yet made it to the top.

One day the editor called me, because he was in a bind. The newspaper had committed to doing an interview, but there was no reporter free on the day it needed to be done . He asked if I could do it.

“Sure,” I said, assuming I’d be meeting some up-and-coming Method actor or a rock ‘n’ roller who shunned the public. “Who do I interview?”

“A star,” he said. “Vanessa Williams.”

I rolled my eyes.

It wasn’t personal. Vanessa Williams is, in fact, a gifted performer. I’m just not a fan of Top 40 dance music and ballads.

I’d grown up listening to The Plasmatics, Sham 69, and Killing Joke. Raw, angry, bracing, countercultural noise. My friends and I would slam-dance to those groups in crumbling, dimly-lit, Manhattan punk clubs which violated every safety code on the books. Slickly orchestrated love songs performed by beauty contest winners and me just didn’t mix.

Still, my friend was in a jam, so I took the CD Vanessa Williams was promoting and got to work.

I had a week to prepare, so I listened to her album a dozen times. I doped out the lyrics, and studied its musical progressions. I also did my scholarly research by searching the Internet, and paging through back issues of People and Us. All told, my Vanessa Williams studies must have added up to twenty-five hours. It was time-consuming, but I drafted my interview questions and was ready. I’d become a Vanessa Williams expert in a week.

The morning of the interview, though, the editor phoned with bad news. Williams’ PR person said a scheduling conflict had arisen. Williams was sorry, but she had to break our meeting. There’d be no interview.

Here I was with a head full of Vanessa Williams knowledge, and nowhere to use it. I felt like the professor of a dead language who had no one to teach.

Of course, I was able to use my newfound expertise to  review her album (I gave it an “A”). Yet I was still disappointed I’d wasted so much time cramming for a subject that’d be of no future use. I vowed never to let that happen again.

In my mind I called it “The Vanessa Williams Rule.” Simply stated, the rule read: “Don’t take on a project unless you’re going to love the process, because the expected endpoint may never come.”

In other words, the journey better be worthwhile, because the destination may vanish before you reach it.

I got the chance to invoke the rule the following week. The editor called me with another star interview. I held my breath and prayed it was with Mitch Hedberg or one of the Coen Brothers. Alas, it was with Shannen Doherty.

Like Williams, Doherty is talented at her craft. But I’m not a 90210 guy, and I didn’t want to study to be one — especially if the objective might unexpectedly pop like a soap bubble.  I passed, and instead interviewed Marshall Crenshaw. Not as glamorous, but more my style.

Since then, I’ve used “The Vanessa Williams Rule” as a business rule. If I’m asked to write a book or work on any type of project, I divide it into “process” and “result.” For me to take the gig, both parts have to be meaningful and fun.

It’s a good rule, I think. Try using it yourself, and tell me how things go.

Nick Corcodilos’s Best Consulting Tip

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Nick Corcodilos is one of the smartest people I’ve ever met. Present him with a knotty problem, and he’ll figure it out in minutes.

Nick’s writings on how to get a job, no matter what the market conditions, have garnered him millions of readers. In particular, his site, Ask the Headhunter, is one of the web’s most widely-read spots on job hunting.

Now, you might not be looking for a job. You might, in fact, be self-employeed. No matter. Nick’s insights on how to present information intelligently and ethically are so good, that you need to read his material anyway.

Nick also consults to individuals and organizations. I asked for his best consulting tip, and this is what he said:

“A Cheer for The Boom!”: The Grateful Dead’s Timely Lessons for Building a Business Following

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“The two drummers settle in behind their kits. One sends out a cosmic boom from a bass drum, and we in the audience feel it as much as we hear it. A cheer for the boom!”

— David Meerman Scott & Brian Halligan
“Marketing Lessons From The Grateful Dead: What Every Business Can Learn From the Most Iconic Band in History”


If you take a look at the one hundred bestselling rock ‘n’ roll singles of all time, you’ll see songs by celebrated performers, like The Beatles (“I Want to Hold Your Hand,” “She Loves You,” “Can’t Buy Me Love,” and “Hey Jude”) and Nirvana (“Smells Like Teen Spirit”), as well as songs by one-hit wonders, like Zager and Evans (“In the Year 2525”) and Mungo Jerry (“In the Summertime”).

What you won’t see on that list are any songs by The Grateful Dead. No “Truckin” or “Casey Jones.” You won’t even find the group’s highest charting single, “Touch of Grey.”

The Dead obviously didn’t suffer from that lack of a multi-multi-multi platinum single. Their commercial accomplishments, not to mention the adulation of their followers, have eclipsed the success of most other performers on the list.

How did they do it?

Many fans, of course, would point to the group’s music as the sole reason for their success. Others believe that The Dead elevated themselves from gifted musicians to cultural icons by helping to create an uncommon way of life around their music.

Two people who have studied The Dead’s music and culture-building methods are social media gurus and Deadheads, David Meerman Scott and Brian Halligan.

David, of course, wrote “The New Rules of Marketing & PR” and “World Wide Rave” (full disclosure: David is a friend and client).  Brian, who authored “Inbound Marketing,” is the CEO and co-founder of Hubspot.

Together, they’ve written a book called “Marketing Lessons From The Grateful Dead: What Every Business Can Learn From the Most Iconic Band in History,” which ships from Wiley next week and will be in all stores by early August.

In the book’s introduction, David and Brian call The Dead “one huge case study in contrarian marketing. Most of the band’s many marketing innovations are based on doing the exact opposite of what other bands (and record labels) are doing at the time.” A few contrarian examples:

  • While other bands protected their songs from illegal taping by fans, The Dead set up “taper sections” at their concerts, where fans could openly record music. Later, the fans would share copies with other Deadheads, as well as with people who had never experienced the music before. The pool of Dead fans grew exponentially.
  • While other bands saw touring as a money-draining evil that only served to get word out about their albums, The Dead turned the model on its head and built up their live shows into their primary revenue-generating vehicle. In many ways, the 45s and albums now served to promote the shows.
  • While other band treated their fans as an undifferentiated mass, The Dead would accommodate the niches in their fan base. For instance, one niche, referred to as “The Spinners,” enjoyed whirling to the music during a concert. Rather than ignoring or having them ejected, The Dead erected speakers in the concourse, so that the Spinners could congregate there and gyrate without restriction.
  • While other bands left the responsibility (and profit) of selling concert tickets to the venues they were playing and to other middlemen, The Dead built their own mailing list and sold tickets to fans directly.

The book cites forward-thinking strategies like these, distills them down to their essence, shows how businesses are using these strategies today, and then teaches readers how they might use these ideas in their own business to build an active following.

I’ve seen only the first couple of chapters of this book, but I know David well and have seen his ideas change lives. And, though I’ve never spoken with Brian, I’ve heard raves about Hubspot. I’m guessing, then, that this book should go to the top of any serious businessperson’s reading list. I’m certainly going to read my copy with pen in hand, so I can jot down notes on how I might use the tactics in my business.

A final note: To promote the book, David and Brian have scheduled a “Follow the Band Book Tour” (hashtag #GDbook).

That is, they’re going to be doing book signings and virtual events as they follow Furthur (fronted by Dead musicians Bob Weir and Phil Lesh) and Rhythm Devils (fronted by Dead musicians Mickey Hart and Bill Kreutzmann) to  Massachusetts, New York, Connecticut, and Las Vegas.

The book tour starts on July 26th and ends on September 22nd. To find out more, visit David’s blog, webinknow.com.

A Book Written for You Alone

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I’d like to tell you about a daydream I had that may be relevant to you and your business. First, though, a story.

A few days ago, my wife and I rescued a dog: Ginger, a seven-year-old Shiba Inu.

We hadn’t planned on rescuing her or any dog for that matter. My wife had been surfing the internet, saw Ginger’s sad-eyed photograph, and asked me to make a call. Nothing serious, mind you. A toe-in-the-water call.

When the shelter told me Ginger was a day away from being euthanized, we jumped in my Jeep, took a day-long roundtrip drive from New Jersey to Virginia and, with the help of several dedicated local rescuers, snagged her.

Once we got her home, we realized we had our work cut out for us.

When we introduced Ginger to our two elderly Shibas, she snarled and lunged at them.

While walking her in the yard, she backed up, dropped to the grass, and jerked her head — maneuvers that seemed designed to free herself from the lead, so she could bolt. (Her owner, in fact, had turned her over to the shelter because she was “an escape artist,” and Ginger had managed to escape from one of her rescuers, who only caught her after the dog had dashed across city roadways and found herself trapped under a parked car.)

We also discovered that, although Ginger can climb stairs, she doesn’t enjoy walking down them. Or, more accurately, she doesn’t enjoy walking down our home’s long staircases.

Since we hadn’t prepared for Ginger’s arrival – it was an emergency thing — we weren’t sure how to handle these problems. While at the pet supply store, I decided to scrutinize the book section. I’m a lifelong book lover, and was sure I could find answers there.

When I saw the section, though, I winced. Staring me in the face were hundreds of dog training books espousing dissimilar philosophies and methods.

I thumbed through training books by monks, celebrities, and associations. I glanced at ones involving food rewards, handheld clickers, unconditional love, tough love, and the principles of wolf pack behavior as applied to humans and dogs. I studied books on high-energy and low-energy dogs. Then there were training books broken down by breed; each lecturing me on how one breed didn’t respond to the same things as the next, and that choosing the wrong training technique could prove disastrous.

Looking through these books was overwhelming. I didn’t want to learn a complicated system. I didn’t want theory or opinion. I didn’t want to pretend I was a wolf.

I just wanted to buy a book that directly dealt with the problems disrupting my household. I wanted to know only what I needed to know.

Standing there, flipping through book after book, reminded me of that daydream I’d mentioned. It came to me last year.

On my kitchen counter sat a pile of mail. In it was a brown padded shipping envelope. It wasn’t clear who’d sent the envelope. I ripped it open and found a slender business book.

Unlike the other business books in my library, this volume wasn’t written for a general audience.It was tightly targeted. Eerily so. Although my name was nowhere in the book, every chapter seemed written for me.

The book was created for positioning consultants, born in Flushing, New York, who were also book-writing coaches and ideation facilitators. This tiny readership, the author said,  considered themselves writers first, and businesspeople second.

I perused the Table of Contents, and saw that the chapter titles were clear-cut questions ripped straight from my life, including “How can I get clients to complete their writing assignments when they’re busy running companies?” and “What are the best ways to stay in contact with prospects without being pushy?”

The content, then, covered a diverse array of mini-subjects, all of keen interest to me. There was material about sales, marketing, content development, project management, people management, self-management, IT, finance, billing, travel, and the like.

Of course, none of the material was comprehensive. It focused only on what most concerned me.

I remember snapping out of my dream, and thinking, “Imagine if a book like that really existed? One that almost read my mind. One that I’d tear through in minutes, because every time I’d turn the page I’d see an issue that mattered dearly to me.”

I hadn’t thought of that daydream again until, as I say, I was standing in the pet supply store combing through a stack of material I didn’t want to read. I decided to act.

Now I’m putting together that dreamed-of business book written just for me. No one else need see it, and it will likely remain a work in progress, since my needs continually change.

Still, taking the time to list and articulate all my pressing concerns, and then doing the thinking, research, and writing needed to compile and experiment with the answers should be of substantial benefit.

You, too, might try creating an advice book written especially for you. How should you begin? Since I’ve never written one, I can’t be sure. Some ideas:

  • Create the book’s title.
  • Spend a couple of days making a list of every business question you’re wrestling with. The more unique the question is to you, the better. For example: “How do I get more clients?” is too general. “How do I get fifteen new clients in two months?” is better.
  • Pick the question that you have the most energy for, and answer it. How? Through any number of means: freewriting, interviewing experts, speaking with clients, and field-testing approaches, among other things.
  • When you’re finished doping out the first question, go to the next one you seem drawn to.

Just making the list of questions and putting all your thinking in one place is bound to help. You’ll get clearer about your problems, and will undoubtedly see options that had eluded you.

As you create your own book, please let me know how things go.

Strengthen Your Business Through Journaling

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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?

When Writing a Proposal, Don't Be Constrained By Form

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I was listening to a consultant who was trying to write a book proposal. One of the most attention-grabbing things she said concerned her network.

Not only did her newsletter have tens of thousands of subscribers, but her colleagues had subscriber lists just as large. We figured out that, all told, she had access to 1.3 million people.

“Publishers want to know exactly what you’re going to do to support the sales of your proposed book,” I said. “That you’re able to reach 1.3 million interested people is key. They’ll love that. When you write the proposal, make sure you put that figure right up front.”

A few weeks later, the consultant sent me a draft. Her ideas and prose were good, but after reading ten or so pages, I still hadn’t seen anything about her giant subscriber list. I phoned her.

“I thought you were going to feature that 1.3 million person list up front,” I said.

“I did,” she said. “Turn to page 36. That’s where the ‘Marketing’ section begins. The million person list is a marketing idea, right? So that’s where I feature it: in ‘Marketing. It’s the very first thing in that section.”

I explained to her that, yes, a subscriber list is a marketing idea and it belongs in the marketing section. The trouble is that if that’s the only section it appears in, the reader may never get to it. Perhaps a project will unexpectedly rear up and they’ll ditch the proposal before reaching it. You never know.

When writing a book proposal, then, don’t feel constrained by the form. A proposal is a communication tool: use it that way. Don’t make yourself say the wrong thing just because you think people expect certain kinds of information staged in certain ways.

If you have something important to say — a marketing fact, a counterintuitive idea, a story, a detail from your life – say it up front. Get it onto the first page or two. Be creative and somehow make it fit — even if you have to repeat it later on.

If you want a busy reader to notice you, lead with your strengths.