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 @kmkeidan That's a very good question, and a common problem. I think over communication and directness is the key here. I've had a similar situation happen, where a client wanted to address 2 different goals with one project. We had a conversation (not email) and I blatantly said, "We can do this project to achieve this goal, or that project to achieve that goal. The two goals are too conflicting and we cannot address both in one project. You need to choose which is more important to you. This is my recommendation." and left the ball in there court to decide. 

 

The same pretty much goes with an abrupt change. I think again, saying directly, "Okay, we can definitely transition. This is how we will need to restructure the project and it will take some time to do so." That way you are acknowledging that it is a shift and making it clear that this is NOT what you discussed in the beginning. Hopefully you have the original goals in writing somewhere - it's when you don't that this can get tricky because it turns into a he-said/she-said. I think over communication is important and wrapping all conversations with the TL:DR actions and key points discussed is important. Repetition is so important to making it stick!

 

Good luck!

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @rdopping LOL You picked up at that subtly right? Hey some clients need more than one beer to get talking! I literally LOLed at the "drop them in the snow bank without any pants" part though....that didn't happen...not exactly like that anyway... :) 

 

That's interesting that we're in different fields but run into the same problem. It's definitely a problem when there isn't solid project management in place. I think that's what most agencies struggle with at the end of the day, creating solid processes for managing client expectations and leveling up all project owners to respond in an effective way to problems that arise!

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @belllindsay  @adriasaracino  @ginidietrich I think @granttilus will appreciate that Jesse's Girl reference, he's a big fan. :)

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @belllindsay Thank you so much Lindsay, I really appreciate that!

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @HowieG Thanks for your thoughtful comment, Howie. Your story actually brings up an interesting point that I wrote about in an article on CMI after attending the Content Marketing World conference. One of the sessions discussed whether or not agencies should charge clients per hour, since essentially the client would pay more depending on who was assigned to the project. The argument was that the client shouldn't pay one price for it taking Suzy 7 hours to complete a task and Monica a different price because it took her 15 hours. I thought that was pretty accurate, since everyone has a different efficiency threshold. So I can see on the one side why maybe being completely transparent with how long things are taking can seem like a bad idea on one side, but on the other if they are paying basically per hour than they have a right to know. What do you think about this?

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @ginidietrich I completely agree. I remember I was training one of my client's teams and felt like I was losing one of them (he seemed disinterested and quiet). We ended up attending the same conference I was at and I made an effort to spend time with him at the organized social events, particularly the Rick Springfield concert they were hosting (I know, right?). After that experience, we now send Rick Springfield memes to each other and have a much better working relationship. We like to joke that Ricky brought out the best in us. It's done tremendous things for the team's dynamic too, so I can't stress the importance of this enough!

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @allenmireles  @adria Thank you so much! I deal with this all day, working around (and learning the hard way) setting client expectations. Hope it helps!

1 year, 8 months ago on How to Effectively Manage Client Expectations

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 @John FitzgeraldYou're right @videoleadsonline. Great question John. This question is covered in some detail in chapter 3 of the guide (I know, it's long!). In short, the approach you suggest can be appropriate, but only when you have a variety of aims for the video and a style of content good enough to support those aims. Video hosting should always be decided based on the aims you have for the video - as there's no "one size fits all" solution. Self hosting/third party hosting is the correct approach if you want rankings and rich snippets or links - but not for brand awareness and notoriety (as your website will never get the views YouTube will in most cases). The reason you don't always take the approach you suggest is that it dilutes your ability to rank for your videos and ensures links/shares pass to YouTube rather than your own site.

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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@videoleadsonline  @ginidietrich Well if it helps validate anything, I'm at Content Marketing World and there is a LOT of big discussion about video being the wave of the future.

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @Danny Brown Thanks for pointing this out Danny, I'll have to take a look!

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @ginidietrich So happy you finally got sway with the client, I know all too well what that is like! Convincing shouldn't have to be the whole battle! Glad you thought this woiuld help, and look forward to seeing the final result!

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @T60Productions Thanks so much for your kind words, Tony!

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @videoleadsonline Completely agree! Have you seen this video from Seattle Children's Hospital? Emotional for sure, I cried when I saw it! If that video didn't get conversions I don't know what will!

 

http://www.youtube.com/watch?v=ihGCj5mfCk8

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @barrettrossie Completely agree! Plus, it's easier to explain some things (and digest it) via video, so not only will it help with branding, but you'll be making more useful content at the end of the day. Great insight!

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @magriebler Oh, completely agree! Thank you for that example. This is something that I discuss continuously with my team of Outreach Coordinators - how important it is to make real connections despite the urge to keep it all digital. Just as this is important in PR and traditional networking, I think it can be equally as important to personal branding. A lot can get lost in the written word, we respond to subtle cues like body language and inflection to form a complete opinion. Leaving those out can leave a lot lost to perception!

2 years, 1 month ago on How to Sell Video Marketing to the C-Suite

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 @Nords Wow thank you for that thorough response! That was really informative, as I don't have much experience with ROTC and other military programs. I'm glad to see that your daughter was given the tools needed to find her path right away, and it sounds like the military will help those students who do not have that structure early on in life. Thanks again, really insightful!

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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 @Nords That's really interesting to hear more from someone who has experience with this. Do you think those ROTC programs and the like offer alternatives to the classic college experience? It seems that maybe if your child's end goal is college but he/she's not ready yet or is unsure, but has an affinity for the military, maybe they will end up in college at the end of their service because it gave them the skills they need to succeed and appreciate college.

 

The end result is still the same, there isn't only one path to a successful career. It may end in college but it doesn't need to be HS, college, career in all cases.

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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 @Mac Hildebrand Hey Mac, thanks for your insights, I agree with you, but I think there are ways around it that don't end in the student still having to go to college.

 

Essentially, the fundamental flaw with these types of programs is that they just gives the money, but the training to help them explore if this is something they are interested in is missing...and I might be so bold as to even say that the problem is with our HS system not grooming our children's entrepreneurial spirit, but rather drilling in their head that there is only one way to succeed, and that is with a college degree. I think in its current form, you're right, that these type of programs are probably better for recent grads, but I think it's still an option for some of our HS population, and could be for more given the right attention.

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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Thanks Paul! To be honest, a lot of times we are so drilled with "college as the next life step" that it's hard to think of the alternatives without fear of being ridiculed or setting ourselves up for failure, so I think a lot of us have been there!

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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 @The Empowered Dollar Glad you agree! Did you have the opportunity to go on a gap year or send your child(ren)? I also recently read an article about a family that home schools their children on the road, traveling to help them learn more than they can learn in the classroom. I thought this really interesting and definitely something worth considering.

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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 @Nords Thanks for pointing out this article. I definitely agree with you, and it's something I didn't know how to incorporate without going on a tangent. But personal story, I know someone who enlisted in the ARMY right after school, and is now going to college 10 years later because he realized that education helps you move up in ranks in the military, and it's the one thing he regretted not doing. He described there is an "internal class system" within the ARMY that you feel if you did not get an education. I'm not sure if this is true for all military branches, but it is something to consider if one of the goals in the military is for you or your child to move up in the ranks. If that's the case, maybe education does make sense.

2 years, 2 months ago on Alternatives to College if it Doesn’t Make Financial Sense

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I use both paper (Post-Its FTW!) and digital. I've found that digital works great for collaboration. My team has moved to agile project management and we use www.trello.com to create tasks that any one of us can be assigned to and remove. What I like about Trello is that it still has that physical "cross off" feel - you archive tasks as they've been accomplished and slowly watch the lists get smaller. If you are a manager, I HIGHLY recommend managing your team in this way - if you have any questions about agile for marketers, let me know!

2 years, 3 months ago on Technology vs. Paper for Your Task List

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 @ChrisQueso  Awesome! Glad it's been helpful. Good luck!

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @KevinVandever Ha! Small world! Would love to connect you with OutSystems personally if you have any questions.

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @millsmarianna Completely agree. CRM platforms aren't usually the first thing startups and small businesses go after, but I think they should from the get go. It's a huge headache having all these accumulated data in, say, Excel sheets only to have to transfer to a CRM down the road. If you start from the beginning and collect data right away, you're really setting yourself up for success. And I think getting your devs involved with the process asap will really help define the direction your team goes in and help make sure you are running your business with metrics in mind from the start.

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @jennimacdonald Awesome! Thanks for letting me know about Engage121, I'll have to check this out.

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @Danny Brown   Awesome, let's set up a time! 

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @Lisa Gerber  My pleasure! Out of curiosity, what tracking and monitoring features does  @jugnoome have? I'd be interested in learning more. I always find that to be the most difficult tool to find, something that can really provide solid analytics and can take the manual process out of monitoring. Ideally I'd like to find something that integrates both social and web - such as bringing in a better version of Google Alerts + social tracking FTW. :) 

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @Danny Brown That's a really interesting point, Danny. I think it will be interesting to see how this Game of Thrones plays out (sorry, couldn't resist :).

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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Love this idea, Lisa, thanks for sharing! Looking forward to continuing to work with Spin Sucks!

2 years, 3 months ago on Top 10 Guest Blog Posts of the First Half of 2012

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 @PhilipNowak Ha I was a bit confused by the tags and was like "should I delete them" and almost did but then thought maybe I shouldn't...so sorry @ginidietrich for the confusion!

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @PhilipNowak  @nimble  @jon_ferrara  @googleventures  @mcuban  @jason  @dondodge  @dharmesh Thanks for the recommendation, going to look into this now!

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @Lewis LaLanne aka Nerd #2 Wow, this is immensely helpful I haven't seen this before. I am actually working with a client on fine tuning their personas for a content strategy, this will really add some punch to that. Thank you!

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @KevinVandever I loved learning more about how you use Salesforce. I think Salesforce offers one of the most robust functionality portfolios that I've seen, aside from customization. Some of those social CRMs above won't be good for everyone because they don't all offer the same services. For examples, Buzzstream is best for PR teams looking to manage their relationships, it'd do absolutely nothing for a sales team. So hearing how you use a social CRM to its full potential is really great. 

 

Same with the agile approach, it might not work with every team and for every business. Agile often is difficult for larger brands unless they move in distinct teams - coordinating a lot of people is difficult! I've actually moved to agile PM for my marketing team, so its quite interesting seeing what types of applications it works for above and beyond the traditional dev sense. 

 

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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 @Lewis LaLanne aka Nerd #2 NO problem Lewis. Would love a link to this post? I can't recall seeing it, but maybe I have and just need a refresher. Thanks!

2 years, 3 months ago on How to Choose a Social CRM to Manage Data

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Thanks for your comment. I don't believe I explained this well, apologies for that. By easy to execute, I meant having a clear process and doesn't need much coordination with a lot of different internal teams to create. Some ideas would need to get PR, branding, marketing, search marketing, etc. involved, whereas infographics can generally be created with content, research, design, and promotional team - so a lot less sign off is required. While they are challenging to create in terms of time, I was thinking from an agency perspective in that they can usually be pitched and executed with very little sig noff. I hope this makes sense and I thank you for your taking the time to point out my glide over.  @joe_keenan 

2 years, 6 months ago on Four Benefits of Charitable Content Strategies

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