When Mentoring Goes Wrong – 5 Important Items to Keep In Mind

Mentoring

You may know my sentiments about mentoring from past posts in this journal (Do You Need a Mentor? You may Need Two, Black Sales Journal 1/27 and Being a Mentor, Can You Help Someone Else? Black Sales Journal 3/28).  I believe that if your are an accomplished sales professional you probably need to mentor some up and coming neophyte, and if you are new to sales, you probably need a mentor that can help you understand the sales world you are in, as well as understand the organizational politics and dynamics.  That could mean two separate mentors (one with sales knowledge and one with organizational expertise) or one who has a strong understanding of both.

Having been in both of those situations, I do recognize the fact that life can be easier when you have a mentor.  It would be hard for most sales professionals to dispute that mentoring did not help him or her.  Mentoring, is a role, and not a position, and whether it is formal or informal, it can go wrong.

Formalities?

Most sales mentoring relationships are informal.  They happen when a less experienced sales professional gets help from someone who has “been around the block.”  These relationships happen naturally, and because of that, there are very few “agreements” citing what the rules are.

As a matter of fact, it is because they are informal, and there are no basic rules, that animosity and resentment appear when things go wrong.  No one “evaluates” the effectiveness on a formal basis, and termination happens because the utility just might not be there.  Basically, the two parties move “apart” and seldom have the conversation that “this has been good, yet I need to work on my own now”, or “this is not giving me what I need, but I have appreciated your help.”

What Goes Wrong?

There could be a multitude of things that could go wrong, yet there are a few things that make really make a difference:

  • Common Elements – The more the mentor and the mentee have in common regarding work styles and ethics, the more compatibility there will be.  Working similar hours and with like intensity can help to develop mutual respect and even admiration, akin to “looking in a mirror”.  Note, when these elements are opposite or have a wide variance, they can be the ‘wedge’ that breaks up the partnership.  The more common the work elements, the more chance there are for a fruitful mentoring relationship.
  • Communication – The bond of a mentoring relationship is communication.  Communication styles differ vastly, so an understanding of communication styles and frequency are very important.  Mentors who are not effective communicators can be problematic, as the mentee may never understand fully the gist of the problem and solution, or the gravity of the issue.  The mentee must communicate openly and frequently regarding questions and issues that need clarification.  If neither of these happens, both sales professionals could be in a situation that they are wasting their time.
  • Trust and rapport – Since the majority of these relationships happen informally, the parties have usually chosen each other, or one of the parties has proposed the arrangement.  When this goes wrong, it is a short-lived mentoring relationship.   This means that they must trust each other and have a general affinity toward one another.  The trust issue is large in the arena of sales.  Since prospecting activities as well as sales territories are all in play, the mentor must be able to trust the mentee will respect what he or she is doing to help.  The pilfering of a prospect will change everything if it happens, and so it should, as that is a character issue.  Rapport is important as well because it forms linkages that may develop in to stronger bonds.
  • Agreement on goals and objectives – Most sales professionals have enough to do in the course of a day or week than to enter into an arrangement without some agreed upon goals and objectives.  Yogi Berra (yeah, I am quoting Yogi Berra) once said “You’ve got to be very careful if you don’t know where you are going, because you might not get there.” Know where you are going and have agreement on what will give value to the mentoring relationship and set your sights to get there.  If it is learning how to prospect more effectively then the mentoring activities should be focused there.  If it is becoming accomplished in sales techniques, the focus should go there.  Have a plan in mind, and have the discussions that make it real.
  • Agreement on the “end game” – The mentoring arrangement, whether informal or formal will have to end at some point.  It is only right, and gives the mentee an opportunity to help someone who was in the same “boat” as he or she was.  Plan where this terminates as you go along.  Yes, this sounds formal, yet it is more realistic than one of the two parties to the mentoring relationship starting to avoid the other.

A Personal Example

As a fledgling sales representative, I searched out another Black sales professional to help me figure out how to get started.  I know that I did not call it mentoring at that time, and neither did he, yet he talked to me about prospecting.  More importantly, he talked to me about prospecting when you are Black in a business world that was not always kind.  In the State of Illinois with over sixty sales professionals of which three were Black (that included me), I needed someone who would help me learn the ropes.

His name was Walter, and he saved me a little time in a lot of my activities by taking that time with me.  I did not always agree with what he said; yet we had rapport and I appreciated him spending that time, as in a world where you don’t get points for spending it helping others, he helped.  Having someone pick up the phone when you had a question is worth its weight in gold.

Reach out to others as a veteran and offer to help someone who is in need. Give then a chance to succeed.  If you are a sales professional in need of help, reach out to the veteran’s whom you can learn from, and get some badly needed advice.  Always remember that color is not an issue in mentoring.  Helping someone who has promise is its own reward.  You also learn much about yourself and your own abilities when you help others.

As always, we appreciate you comments.

Getting Fired – Some Preparations to Help You Move On

Pink Slipped

At some point in your life, you may have to endure the act of “getting fired.”  Obviously, there is no positive light when this is happening, yet it does happen in the world of sales.  One of the most common reasons has to do with performance.  Performance issues happen to sales professionals of all colors and backgrounds.  They can be particularly vexing for the Black sales professional because the stigma that getting fired carries coupled with preference and prejudice issues can severely limit hiring opportunities.

You may find a few articles and publication that talk about what happens when you get fired. Most of them make sure to mention that for a sales professional, this does not have to be a “death sentence.”  Most people, sales professionals included,  associate their livelihood with their identity, and can be devastated if they are terminated.  Additionally, changes in your relationships with co-workers, many of which you may classify as friends, can be just as shocking.  This is especially true with the suddenness of a sales termination.

There is no way to ‘get fired’ gracefully as you have are not in control.  Your reactions to the activity can be calculated and professional if you follow some of the suggestions below.

Prepare for the Future

This does not have to be a “death sentence”, yet it is a separation by any terminology.  You should always be prepared no matter how well you are doing in the job.  Since losing your job can happen for of a number of reasons, including the company ceasing to do business, you should have this plan in effect even if you are doing well.

Here are the items you should focus on:

  • Your Sales Contacts – Always have your prospect contact list duplicated on some type of accessible media.  Many sales professionals use a company issued phone, PDA, and computer.  Your contact’s information is on those devices, and your ability to recreate that information is limited once you are separated from it.  You have worked years to put it together, take this precaution.  As a sales professional this is ultra-important.
  • Key Contact Data – Have [your] Customer Profiles of your key clients up to date, and stored where you can access it—as discussed in (Black Sales Journal 1/20 Deepening Your Customer Relationships Part II). There are many that believe that client data such as this is company property.  I believe that when I have achieved the relationship that gives me personal access to client particulars about their family and social data, that it is my personal property based on my ability to be in the position to get the information in the first place.  A customer who has allowed you to be a “business friend” has not given you clearance to share his wife’s name and their personal particulars with the new sales professional who is left there to service the account.   It is yours, and it would be wrong to let that information go to someone without that status.
  • Have Your Contracts in Hand – Have access to your sales contracts.  It is important to have your signed copies in your possession, not in your files at your place of employment.  This would include your employment agreement (if you have one), your non-compete agreement, and any non-disclosures that you have signed.  This will tell you what you have agreed to do, especially including employment after termination. There is a possibility that some provisions change if you are separated by termination.
  • Know Your Rights re Final Payments – Have a copy of your sales compensation plan handy as well.  This will advise you of what is done regarding your final commissions/bonus payments if you have some coming.  If you have these papers, you don’t leave this most important area up to your former employer.
  • Document Your Accomplishments – Keep up-to-date copies of your sales numbers.  Your ability to get a job will be based on your ability to show past sales accomplishments.  Nothing shows this like the real numbers.

Time For New Opportunities

Now you are armed to seek out new opportunities.  If you did what is above, you have the following:

  • An idea of your final compensation, and possibly a severance package which will tide you over until you are able to find another sales position.
  • Documentation of your sales success. Make sure no account names are showing, as any new employer will be watching to see this evidence of integrity.
  • A roster of your key contacts as well as a data sheet on contacts that you consider key enough to have developed Customer Profiles for.  Depending on your non-compete specifics, you want the ability to be back in business again at some point in the future.

A couple of notes that you should consider:

  • Don’t sign anything without a good legal review if you are in doubt.
  • In a journal, record all of the events that have to do with your job loss.  If you make a decision to contest anything, even your severance agreement, you will have listing of events that will give you credibility.
  • Leave the physical location ASAP.  There is no reason to linger, or be told to leave.  If you do the things mentioned here, you won’t need to spend much time trying to figure out how to get your contacts, contracts, and your personal items.
  • Be amicable and be cool.  The decision is not going to change, so get the “skinny” on what you need to know, and get going, as there is much to be done.

If you are not prepared in this way, you could spend the rest of your sales career trying to get back up to speed.  Be careful and judicious with your information.  Remember to be smart!  Do not find yourself embroiled in legal scrimmaging by doing the right thing.

When it happens, you will appreciate that you have done these particulars.

Your comments are welcome.