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Make It Happen Tipsheet

  • CRM: The One Source of Truth

    CRM: The One Source of Truth

    Unfortunately for many, it lives in a number of places, beyond the CRM: Excel spreadsheets Post-it notes Handwritten or computer notes from meetings. (Still using “moleskin” books?) Email correspondence Conversations at networking events And more What each of these things have in common: they are not the “single source of [More]

  • Defining a leadership retreat’s objectives

    Defining a leadership retreat’s objectives

    When planning retreats, there's often a gap between the initial ask and the deeper organizational needs – a gap that can only be bridged through careful investigation and honest dialogue. So here are five key factors that can bridge the gap (credit to the Braintrust Professional Institute): 1) Pre-retreat Intelligence: Beyond [More]

  • Why you should never use an internal retreat facilitator

    Why you should never use an internal retreat facilitator

    As a member of the leadership team, you’ve been tasked with organizing the annual offsite for your team. Inevitably, a question comes up: should I plan and facilitate the meeting myself, or hire an external person or company to do this? To answer this question, it’s important to recognize that [More]

  • Getting Better at Closing the Sale

    Getting Better at Closing the Sale

    If you’ve ever said – or heard someone say – that they need to get better at closing the sale, it’s very easy to agree: “Yes, you need to do better”. But is the focus on “always be closing” correct? Is there a cheat code that can be used to [More]

  • The goal of a retreat is not a retreat…

    The goal of a retreat is not a retreat…

    It’s that time of year again – the annual management retreat. It’s at an exciting venue, and you’re looking forward to a great time. There is a fun behind-the-scenes tour of a local business, several gourmet meals from a Michelin-starred chef, and to top it all off, a ton of [More]

  • The Retreat Expectations Gap: What Clients ask for vs what they need

    The Retreat Expectations Gap: What Clients ask for vs what they need

    As a leader, when you identify a problem and propose a solution – whether it's leadership training, a retreat, or coaching – how can you be sure that there isn’t a gap between your understanding, and the underlying organizational reality? Understanding this gap can mean the difference between addressing a [More]

  • Trust on the client journey

    Trust on the client journey

    It's far more useful to understand that you have a leaky ship far before it starts to sink. And there is a powerful marketing technique that can provide that insight. Many marketers understand the concept of the "client journey", which is the path of touchpoints that a prospective client takes [More]

  • Anti-marketing: Nine trust-busting activities

    Anti-marketing: Nine trust-busting activities

    Failure to meet (or exceed) expectations. While this seems obvious, the real question is whether you indeed know what those expectations actually are. Too often, we make assumptions about what others want... and we don't always get it right. (Said another way, we always hit the bullseye, but the wrong [More]

  • What disruptors have in common

    What disruptors have in common

    Are disruptive companies smart? Or lucky? Or, are there common factors that many of these companies just happen to have? It certainly can be argued that smarts and luck do play a part, but very often it is other factors that helped them succeed. Here are some of them: Disrupt [More]

  • A Web Page Call to Action (CTA)

    A Web Page Call to Action (CTA)

    Taking a step back, why do people land on a particular web page? Likely it is because they were searching on Google, and clicked through to a particular page. Or perhaps they clicked a link, be it from an advertisement, a link on Social Media, an email, a QR code, [More]

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