Black Sales Journal

You have been selected to have a preliminary or phone interview as part of the screening process for a job that you want badly.  This job has all of the trappings including the business automobile, protected territory, great compensation plan, and more.

The phone interview, if you are successful, will lead to an in-person interview in another state with the hiring manager.  The phone interview is with the human resources recruiter and you want a home run!

This scenario is not uncommon.  In the sales profession, with candidates often located good distances from the main offices, companies wisely make decisions to screening interviews on the phone before considering bringing a candidate in for an in-person interview.

There are many reasons to use the phone for this purpose; the main reason is that it is cost effective.  Travel which is very expensive now days, and companies are wise to try to avoid some of this expense.  Additionally, if candidates are closely matched in their qualifications, a decision as to who to interview might be determined by some well-directed questions.

There are some tactics that you can undertake that will prepare you and put you in the best light.

You Are the Expert on You

You have heard me say this before, and you will undoubtedly hear it again, “You are the expert on you!” Don’t fall into the trap of waiting for questions that will show your worth, be prepared to give the interviewer the requisite information that makes you shine.

Gather the following information:

• Your Resume – the exact copy that the interviewee has been given.  Know your accomplishments, that is what sets you apart.
• A clear concise salary history (You probably won’t need it, but be prepared).
• A brief ‘elevator pitch’ on yourself describing why you deserve the job.  Brief means 45 seconds or less.
• Your reasons for leaving any job that you have had in the past 10 years.  Reduce it to writing and be strong at explaining it.
• Your sales statistics (this is a big one) that should include percentages of improvement or growth (or the opposite).  Again, it is all about accomplishments
• A clear concise picture of the organization you would like to join.  What are the markets, products, accomplishments, etc.

Your objective is to have this valuable information at your fingertips, as when there is a pause on the phone, the interviewer cannot tell what you are doing.  You need to be prepared mentally, and prepared from the standpoint of reference material on your background.  The most important part is that you should be able to recite it chapter and verse without much prompting.

Any question on your background and talents should be in your realm of information.  Additionally, you should be able to put into words your strengths, weaknesses and professional objectives as these are common questions.

Phone Interview Etiquette

Just a couple of rules for the interview itself:

• Establish what you will call the interviewer. This can be done during the introductions.  If you don’t know, then stick to “Mr. Johnson” until he tells you differently. 
• No background noise at all if possible.  You don’t need Barry White begging in the background, even if it does not distract you.
• No interruptions.  Set it for a time when you will have no interruptions such as young students returning home from school.
• Don’t interrupt the interviewer. Do not step on someone’s sentences, as that will annoy them.
• Use a landline phone if at all possible.  There is nothing more distracting than a dropped call when someone is trying to give you a chance at a career.
• Block call-waiting notifications. If your service allows it, block call-waiting notifications.  Those annoying clicks when your friends are calling are extremely distracting to an interviewer, even if they do not bother you.  (Dialing *70 prior to the call usually blocks the call waiting feature)
• Conference correctly. If you use the conference feature on your phone, be careful with rustling paper and background noise.  No gum or candy, and no pets in the vicinity.
• No Eating. This may sound like a no-brainer, yet people do it.  Have water nearby, and recognize swilling water does produce noise.

It is important to realize that if they are annoyed by your background noise, or the difficulty they have in understanding you, they will ‘check out’ and lean toward another candidate.  Make this a pleasant experience.

Your Objective is Simple – a Face-to-Face Interview!

Go in knowing what the prize is, but also know that your chance to make the impression is increased if you can get face-to-face.  So…your phone interview might be done in racial anonymity, especially if your resume and other correspondence was done in a race neutral format. I am compelled to explain these briefly here:

Racial anonymity – Meaning there has been no disclosure as to race on your part, and none was asked.  The interviewer has no positive verification of your race, and presumably makes the decisions on the basis of the quality of the telephone interview.

Race Neutral Format – The resume, and any supporting information gives no indication of race, fraternal or sorority involvement. The reviewer is left to make the decision on the basis of your qualifications and the telephone interview itself.

You are not concealing anything, you are answering their questions and attempting to get the position.   The more level the playing field, the less of an effect that preference can have in the initial screening process (Refer to Black Sales Journal 12/30/2010 – Preference, Perceptions, and Prejudice and Your Employer).  I know that there may be issues that don’t allow racial anonymity including which college or university you attended, and some voice intonations, yet it is worth the effort if you can sound as race neutral as possible.

Above all, recognize that you will not have a chance without getting past this initial screen.  Approach it with vigor and a plan.  Be prepared!

Your comments are welcome.

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’stime – 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.