Presentation Etiquette – Do You Have an “I” Problem?

Prospecting with a Seminar 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.

“Are You Ethical?” – The Question for All

Changing Perceptions

A few years ago I received a call from someone selling promotional items.

The call went like this:  “Mr. Parker this is Jim Carr from Midwest Promotional Products (I have changed the name).  When we last spoke, you advised me to call you back this October to discuss our organization providing you with some of your branded items for the upcoming year…”

I will stop here for a moment.  I knew right away that my organization did a great job of providing promotional items, and that was the only source that we used.  The fact is, that the opening line from this sales person was a lie.

I responded, “Mr. Carr, I don’t remember having talked to you.  I would not have asked you to call me back as we are not in the market for branded material.  We buy from a central source within our organization.”  He responded with lie number two, “Maybe it was not you but one of your managers that I talked to that referred me to you.  I just wanted to share with you our line of…”

I quickly dispatched of the call for one simple reason…if this sales ‘professional’ was going to start off this conversation with two lies and misrepresentations, when was the third going to happen?

Sales ethics is lacking overall in industry, and you have the ability to make sure that you do your part to make the sale profession ethical and honorable.   If you sell a product or a service, you must recognize the importance of ethics in your ability to not only have longevity in this fine occupation, but also to be successful and prosperous.   In the example above, the rep only needed to say that he wanted to find out my interest in his product.  Sales professionals consistently used that approach with me and got an audience.

The Bright Line of Ethics

Note an important fact: The distinction between ethical and unethical will appear as a ‘bright line’ once you internalize your desire to act ethically in all situations.

This rep did what was akin to attempting to ‘sneak through the back door’.  I would want to start a relationship with someone who would so quickly and comfortably start out with a lie.  This may not seem to be large, but think about it,

Ethics: The principles of conduct governing an individual or group (Merriam-Webster Online Dictionary)

The need for ethics in sales is real, and will set you, as sales professional, apart from those who fail to recognize its importance.  Even more, it will allow you to sleep at night.

You will look to be fair, equitable, and transparent when you work with a customer.   Avoid exaggerations and untruths and communicate well, following up with correspondence.

Once you are there, the ‘smell test’ will become part of your quick review.  Once you internalize ethics, you will become sensitized to how everything affects not just the customer, but also all other parties (your employer included).  At that point you recognize that you work for an organization, but also are an advocate for your customer.  The customer has no other voice.  There is no doubt who pays you, but we need to make sure that your customers are treated ethically. Put yourself in the shoes of the customer, and articulate the situation to your organization.  If you were the customer you would want to be working with professionals who you have credibility, trustworthiness, and a desire to do right even when no one is looking.

Ask yourself these important questions:

These questions are simple but the impact is huge.

Even When No One is Looking!

I was once riding in a company vehicle with a sales rep and the customer to a business lunch in the Chicago area.  We were coming to a toll both and the rep reached into a bag and grabs a coin, which he deposited in the automatic toll basket and we were allowed to proceed.  At that time the toll was 25 cents.  On the way back from the successful lunch, he did the same.  As he did it, I looked at the bag, which must have had 200 or more coins and inquired as to how he got that many quarters.  He indicated that they were not quarters, but after a recent trip to Mexico he had a bag of centavos that were essentially worthless here.

Remember, this is in front of the customer.  Our customer heard him admit to using worthless foreign coins in the toll basket.  If you were the customer, how would you feel about this reps credibility?  What would you think about the organization that you were doing business with as you witnessed him doing it in front of his manager?

We had to terminate the rep (I refuse to call him a sales professional).  Let’s look at it from an employer’s view.  This unethical individual did the following:

  • Sullied his image and the organization’s image in front of the customer creating doubt as to our ethics and credibility
  • Engaged in a civil wrong which might have carried criminal penalties as well
  • Committed expense fraud as he also received reimbursement for fraudulent expenses

I contacted the customer as I introduced the new sales rep.  I apologized for the fact that our representative did what he did, and explained that I had someone who was solid who would take care of him.  The customer said the following to me, “I really wondered about what organization would allow its employee to cheat like that.  I liked [him] but realized that I did not know him well enough to trust him.”  The customer was watching my response as much as he was watching the actions of the rep.

Black Sales Professional – Rise Above It All!

As a Black sales professional you should demonstrate sound solid ethics, and be the advocate of the customer in making sure that your organization is fair with the customer.  With a sound ethics ‘compass’ you will be able to ‘feel’ whether what you are doing meets the ethics tests.

This stance and advocacy will help create the strongest of relationships.  Don’t miss the chance to do it.  It is a responsibility that may test you, but will also strengthen you and your relationship.

Be consistently ethical and you will be the best.

Your comments are welcome.