Do You Have an “I” Problem? Know Your Presentation Etiquette!

Prospecting with a Seminar

A sales professional never want to be involved in a ‘painful’ presentation.  The ind where you do something to turn an audience or customer off!  Do your part by honing your presentation and delivery skills.  Whether it is a quotation or project presentation, or a larger audience.  Be the best in your delivery, and you will avoid the any embarrassment.

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The presentation gives you the opportunity that you need to secure prospects and customers.  The presentation can envelop customers and clients and hold them firmly while you show value and solutions. The most important aspect of this is your recognition of who this presentation is for…. the attendee. Let’s take a look at some ways that you can fulfill your etiquette responsibilities.  Whether you have a solid presentation or not, everyone notices the things you do wrong from an etiquette standpoint.

An ‘I’ Problem?

Years ago I was in a presentation for financial products as a potential customer. The seminar/sales presentation was entitled “Retirement Moves You Should Make Now! It took place at a local hotel, and there were three speakers.  Each of them was noted as an expert in the field of retirement products, strategies, and investments. The three of them spoke for approximately 15 minutes each, and it was evident to me that they were all experts in their subject matter as they had been billed.  I quickly learned that two of them were ‘experts’ on themselves and felt it necessary to tell us over and over.  The other was a great speaker. It got a little sickening hearing them talk about all of the people that they ‘saved’ and how they were preeminent and what others did that could not compare.

They also did some other rather annoying things.  There were presentation slides with little wording and  numerous presentations featuring cartoons. One of the presenters dined on a piece of hard candy during his whole talk and could not keep it quietly in his mouth. I considered this actual presentation rude and a waste of time given the fact that I was supposed to be there to hear how their products and strategies could help me be able to have a happy and fulfilling retirement. What did they do wrong?  Based on the title of the seminar (and the fact that I understood that it was sales related.  The problem lies in that I just got a basic ‘bait and switch’.  The did not tell me how I could retire well, unless the answer to that is just to turn it all over to their operation.

What Are the Rules?

Here are some things that I am going to suggest that will help you as simple guide to the most vexing etiquette issues:

  • Write or display your name prominently
  • Establish eye contact
  • Be Prepared
  • Never waste a customer’s time
  • Dress “up” at least one level
  • Speak clearly and with intent
  • Do not read slides or copy to your audience
  • Get rid of the ‘uhs’, ‘ums’, and ‘you knows’
  • No candy or gum
  • Mind your time
  • Take questions with a smile

Above all, remember that the presentation is not for you, but for the audience.  The quickest way to lose the audience is to forget this important point.

Write your name prominently – Always include contact information.  Some people are hesitant to ask questions as they forget the name of the presenter or do not know how to contact him/her.

Establish eye contact – Then you will want to keep it.  If you are going to read or focus on your slides then send it to everyone in an email.

Be Prepared - Prepare and practice, then make sure that you have prepared for the presentation and the things that go wrong such as overhead projector bulbs, media that does not work, and compatibility issues with others equipment.  Your audience deserves better.  Have paper copies ready.

Never waste a customer’s or prospect’s time – Avoid useless material, cartoons, and novelties.  Realize that the fewest slides and the most meaningful content is what you need, and what your customers deserve.

Dress ‘Up” a level – Presenters should be properly dressed, which means that they should be dressed that when every one else is casual, a tie should be the mode of dress.  Your appearance is important.

Speak clearly – No one is going to ask you more than once to repeat yourself.  They will just tune you out and begin to doodle.  Speak clearly and with intent for all to hear.

Do not read slides – The rudest action of all is to read slides or text to your audience. You might as well send the content to them and let them be read it for themselves.

Get rid of the ‘Ums’, ‘Ahs’, ‘like’, and ‘you knows’- nothing, I repeat nothing drives an audience mad like the chorus of these three phrases.

Lose the candy or gum – This one is easily self -explanatory.

Manage Your Time – Proper breaks and adherence to the schedule is in your audience best interest, and remember, “It is all about the audience”.  If you need to, assign someone in the front row to help you manage time.

Always leave time for questions – Did I forget to advise that, “It is all about the audience?” Advise them of the format for questions and honor it. Leave ample time for questions.

Have Your ‘I’ Checked

As I spoke of in the practical example, the last thing you want to have is an “I” problem.  That is of course when you start talking about yourself and don’t know when to stop.  If you are selling a product or service it cannot be about you.  You will alienate many, and not sell anything. Tell your qualifications and credentials quickly, and then deal with what you are there to do.  Keep it short, and give a link to a bio if they want to get assurance that you are the real deal.

Remember, the best presenter is the one who gives the audience what they need.

Be the best.

Your comments are welcome.

The “Naked” Truth About Business Entertainment and Strip Clubs!

Entertaining your clients can be both fun and productive.  It can be used as a tool to strengthen relationships, and at the very least increase your familiarity with the customer’s key people.  Used incorrectly, it can reveal things, right or wrong, about you and or your company in regard to your class, morals, and standing that will be indelibly etched in your customer’s and co-employee’s memory.

Be Smart and Practical

In the universe of entertainment options your choices should be safe and time proven.  Fine dining, spectator-sporting events, golf and other sporting events are time proven.  Relaxing activities such as spas, manicure/pedicures, makeovers, and other activities are making a strong showing as well.

There is, of course, some areas best left out.  Engaging the customer at gentlemen’s clubs, also known as ‘strip clubs’, is totally off limits!  It lacks class, and is far from harmless.  There is no activity, which is in poorer taste than this, whether you are supporting (paying for) the activity or you have the gall to have your company pay for it.  For the most part it is in violation of most expense policies (see Black Sales Journal 4/4/11 Business Entertainment – Some Do’s and Don’ts).

Stand for Something!

Black sales professionals beware: Company expense policies should be observed, and the letter of the law in an expense policy is important, but more important is understanding the intent.  The intent should be followed without fail.  In establishing and retaining credibility sales professionals don’t need to run afoul of what is, or what should be, socially acceptable.

Gone are the days when sales professionals and executives can entertain at gentlemen’s clubs without scrutiny.  Everyone should be held accountable for relationship building that is socially acceptable and open to both genders, all ethnic groups, and all sexual orientations.

Even if your customer asks to participate in one of these activities, you should show an unwavering stance and say that it is not something that you want to do.  I think that you should have the confidence to say, “No, but I have something else that we can do that will be great.”  That effort to redirect will probably be accepted, but even if rejected, I think you will have shown your character.

Stand up for yourself in this.  A mentor of mine told me once, “If you don’t stand for something, you don’t stand for s—!”  Think about it.  What do you stand for?

The Real Costs!

When men get together and consider the gentlemen’s club option, just think how offensive and exclusionary that is, or can be, to female customers, or co-employees.  It is discriminatory, and totally unfair!  You lose your integrity, your credibility, and respect.  Hmmm!  I am not sure you have much left that is considered universally of value.

The same is true for female sales professionals.  Taking clients to an ‘all men’ review is equally poor in taste.  Protect your image as well.

I am not sure which would be worse, to leave your female counterparts or customers behind, or to be as ridiculous as to ask them to attend.  Show your character and avoid mindless activities.  Keep everyone engaged an involved.  Treasure everyone’s feelings in the process.

A Personal Example

I was once a regional sales manager in the Michigan/Ohio market.  This market is dominated by the auto industry, but also focused in southeastern Michigan, basically Detroit.  I enjoyed the 6 year stint there, but was continually asked to go either to 8 Mile, an area replete with gentleman’s clubs, or to Windsor, Canada, another area brimming with strip clubs and other attractions.

An executive vice-president of my organization visited our office with one of his direct reports, a senior vice president, in tow.  After the requisite meeting they ask me to take them to Windsor.  I will be honest, I felt some pressure as this was two steps up from my manager, an important company officer, and very influential.

I said to them, “I will not be going there, but you can use my vehicle to go if you are sure that is what you want to do.” It was met with the quick reply, “Come on, we are going to talk business with you!  You need to be there for us to talk about this stuff.”  The Senior VP then said, “Don’t give me this s— that you don’t go to strip clubs….”  I retorted, “You don’t want to hear it, but I don’t go to strip clubs.”

They smirked, but found someone else to take them.  I always wondered whether it would affect my career, but it did not do any long-term damage, although it was known in the short term that I was not one of the ‘boys”.  Remember, you have to stand for something!

Stand Tall

Find comfort in standing tall in situations like this. Don’t do anything because the ‘crowd’ thinks you should.  Whether you are male or female, Black or white, gay or straight, be you and eventually you will be appreciated for your stance.  If you partake of these activities currently, you should consider your image and take this opportunity to change.  See the light!

Your comments are welcome.