Search Results for : favorite bd

Why my absolute favorite BD practice reaps big rewards

This post is part of our Weekly Tips series.

Think about the number of meaningful relationships you’ve had with clients over your career. There are likely hundreds. Now think about how many you’ve reached out to in the last year. Probably considerably fewer, and probably not enough—especially since they’re your best and easiest source of leads if you’re in a services business. Read on for a simple and important way around this relationship problem.

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Reprise: 10 easy ways to make time for BD

This post is part of our Weekly-ish Tips series.

It’s been nearly six years since I wrote about easy ways to make time for business development (BD). I reprised my Top 10 list with a workshop group the other day and it occurred to me I should do the same here. While I’m at it, I’m merging what was two lists of five into one for easy access, and adding some prioritization that creates a dramatic lead-in to my favorite (#1).

Here are my top 10 tips for making time for BD:

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How to stay in touch without completely burning out

This post is part of our Weekly-ish Tips series.

I got an email from a client-turned-colleague-now-also-friend not long ago. It was a spontaneous reach-out and she really nailed it in terms of balancing competing priorities, like how to stay in touch in a genuine and meaningful way without inflicting more video call fatigue—or just plain fatigue—on either of us.

I’ll call her “PJ.” Here’s what PJ wrote:

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Another reason you might not be hearing from your clients

This post is part of our Weekly-ish Tips series.

hearing from clientThis just in from a former workshop participant, and reprinted with permission. It’s a really great reminder that sometimes the reason we don’t hear back from clients has everything to do with them, and not you.

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Katya Staples

As a financial manager, I work with the numbers and I make sure that they are sensible. I always look to improve and streamline existing processes in the financial operations.

My finance career started in banking and progressed into corporate accounting and business management. I have supported a variety of industries performing a multitude of accounting and finance functions. I stepped away from corporate accounting to form my own finance company with a specific goal to work with small businesses and to be a part of their success story.

I consider myself an advocate of entrepreneurship with a passion in supporting businesses grow and succeed through management of their finances.

I enjoy working with clients that value teamwork and appreciate the multicultural and multitalented diversity of their human capital. Years ago, I defended my MBA thesis on virtual organizations as I strongly believed that the concept of such is viable and will drive the future of business. Therefore, I am particularly excited to make this a reality and to focus my work around organizations who make virtual collaboration a reality and who by doing so are re-defining the borders of the professional world.

My Get Real Services

I supervise and handle all financial operations for The Get Real Project.

My Trust Temperament™

The Professor

Find out more about this >

My Get Real Story

Over a decade ago, a company that I worked for as part of the accounting department had decided to split into two separate firms. My supervisor at the time and I were asked to part our ways and each to work for one of the newly formed companies. My supervisor and I had a tremendous professional relationship, one that we valued highly as we could identify with each other’s work ethic and integrity. We stood up to the challenge and rejected the offer and the employment opportunity and instead formed our own company to stay and work together, to find our clients and a market niche. My former supervisor is now my business partner of over 10 years and we proudly serve many of our clients as an independent accounting firm by providing our best services while enjoying our partnership. I consider this the most valuable decision in my professional life and the most rewarding by far.

Getting a Little More Personal

Words people often use to describe me

Steadfast, meticulous, fun.

What inspires me

Driven people.

What brings me joy

Spending time with my family and friends, travelling, playing tennis, snorkeling, doing house projects, eating good food, working.

What anchors me

My family, cats.

What drives me nuts

Complacency, laziness, selfishness.

My guilty pleasure

Shopping for unique, one of a kind items, whether it is clothing, household items, gifts or vacations.

A favorite quote

“Everyone thinks of changing the world, but no one thinks of changing himself” —Leo Tolstoy

What I can’t do without

My family and friends. Sense of humor.

My secret ambition

To inspire my son to become the next tennis phenom.


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A new (7th) risk-taking strategy

This post is part of our Weekly Tips series.

If I had to do it all over again, I’d rewrite the list of six risks to take to build trust to add a seventh: bring humor to your conversations. This Weekly Tip recounts a story told by a big accounting firm partner that perfectly illustrates why, and provides four ways you can use humor to connect with your clients.

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Can you find the problem with this “customer-centric” marketing strategy?

This post is part of our Weekly Tips series.

I got a flyer in my mailbox the other day that first I loved, and then I hated. Emotional roller coaster aside, I recognized a critical trust lesson for us all that has to do with true customer focus. It’s more evasive than we realize.

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What I’ve learned about trust from cleaning up my messes

This post is part of our Weekly Tips series.

I hate it when I screw stuff up, especially when it comes to relationships.

I once sent a not-so-nice email to a colleague I’ll call Randy. I did it after I got a fervent complaint from a new client about him. Randy was negotiating a speaking fee on my behalf and, from the client’s perspective, took a firm stand in a way that did not go over well. The client said something triggering for me: “Randy could stand to learn from you about doing business in a trustworthy way.” Cue the entrance of my high horse.

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Why ROFL should be in your consulting toolkit

This post is part of our Weekly Tips series.

This week got off to a rocky start with the realization that my computer, which had been coughing and sputtering for several days, was officially on life support. So I scrambled to deal with this major productivity hit while of course muttering multiple times to myself, “Will it matter a year from now?” Read more


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