Might This Guy’s Process Win You More – and More Loyal – Clients?

Had a chat recently with a commercial freelancer with whom I had a long-term mentoring relationship last year. Our goal was to give his business-building efforts some serious structure and discipline (i.e., regular cold calling and ongoing follow-up), as he ramped up a former part-time commercial copywriting practice to full-time and operational.

As of late fall of 2010, he was landing some solid copywriting gigs. He shared with me his process when working with new commercial writing clients, and I was so impressed, I asked if he’d write it up for me, which he did below. Really good stuff:

Peter, I recently landed a new client, and as part of my value proposition, I do a thorough business analysis – all part of the package they invest in. I spend approximately three hours reviewing my client’s web site and marketing materials, as well as the web sites of their major competitors – all with an eye toward understanding their respective businesses and how they’re positioning themselves in the marketplace.

Once I finish my research, I’ve learned a good deal about their business – and, what I want to know more about. In fact, I’ll typically end up with a list of 20 to 25 follow-up questions. Next, I set up a face-to-face meeting (which could be done by phone in the case of remote clients) with the client, during which time we discuss my findings and I ask my questions to fill in any blanks.

I tape the conversation and have the tape transcribed – providing the client with a copy of the transcript as well as giving me a verbatim record of our discussion for future reference.

The end result of all this is a deep understanding of my client’s business and industry, from which I can make knowledgeable recommendations for effective marketing initiatives (and the accompanying written materials) moving forward.

More importantly, it serves as a true market differentiator for me. Few commercial writers delve into a client’s world as deeply as I’m doing (though none of what I do is particularly difficult), and that sets me apart. My clients are typically delighted at my approach, which, in many cases, actually leaves me more knowledgeable about their industry than even they may be.

As a result, I quickly go from being a copywriter to something far more than that: someone who’s made it his business to intimately learn their business, and who can then apply strong writing skills more effectively and strategically. This in turn fosters a longer-term mentality on both our parts, which is, of course, my goal: clients with whom I can work closely for many years to come.

While most commercial freelancers I know – myself included – will study a client’s site and materials, in my experience, few of us – again, myself included – are taking that research to as deep a level as this writer is. In a tough economy, shouldn’t we be grabbing every potential edge we can? Especially, as he points out, when it’s a relatively easy way to set ourselves apart from the pack?

One of the things I like most about the approach, as he notes, is the groundwork you’re laying to build a long-term, loyal partnership. When you start out interacting with a client on such a deep level, you powerfully transform the traditional client-vendor relationship into something much more solid and interconnected.

Put another way, when you can tell a new client things they didn’t realize about their business and industry, based on your research (vs. just following their instructions as to what they want written), you’ll earn a whole new level of respect, and will be viewed radically differently from the writer who didn’t do all that.

Don’t beat yourself up if you don’t do as he does. Most of us don’t, and most of us have built good businesses. Just think of it as a tantalizing “what-if” scenario.

No, this approach isn’t always appropriate with every client (if you’re contracted, say, by a Fortune 500 client to just develop a brochure, they may not agree to pay for a full analytics package as well…). But, for many smaller- to mid-sized entities (50-200+ employees – arguably, THE “sweet spot” for freelance commercial writers – it would absolutely fly.

If you don’t conduct such analyses with new clients, what is your process?

Might something like this give you an edge over your competition?

If you are doing something on this level, can you share your process?

How have clients reacted to your process?

Have you always followed this process, or did it evolve over the years?

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What Do You Think of “The Salad Dressing Rule”?

Got an email recently from a reader with a concern (and frustration…) we’ve all come up against at some point in our commercial writing careers. He wrote:

The challenge that’s just unnerving me is how to shift prospects’ minds from thinking they can do the writing themselves instead of paying a commercial freelancer $100+ an hour to do it. What would be the best way to create a brand that would neutralize this kind of thinking on the part of prospects?

Got a similar question posed to me by one of my group coaching participants:

What’s the best way to approach an industry that often relies on in-house engineers to write its copy? Should I try to convince them that a good writer is a better choice than an engineer, or could I instead offer editorial services in these cases?

Here’s an aggregate response to the both of them. There are two ways to approach this issue and both have merit.

#1: A question immediately comes to mind: Why are you wasting your time trying to convince people who don’t think they need a professional writer, to start using one, rather than finding those clients who understand the value of good copywriting and already use writers, or, at the very least, are open to hiring one?

In one of my books, I talk about The Salad Dressing Rule (explained by a fellow freelance commercial writer friend):

If you sell salad dressing, it’s far easier to convince someone who already eats salad to try your dressing than to convince someone who doesn’t eat salad at all that they should start doing so.

In both cases, these folks are finding people who “don’t eat salad.” So, using the prospecting strategies laid out in the book, start barking up some different trees.

Bottom line, you can’t convince those who are convinced otherwise, unless you get them to try you out and they see the difference a commercial copywriter can make. Which leads to the second approach…

#2: As many experienced copywriters have noticed in their travels, getting a prospect to understand what we do by trying us out will often make converts of them (assuming we’re good at what we do, and understand that particular client’s business). As such, in the case of the engineering firm (or ANY prospect who’s hesitant to hire you to execute a writing project from scratch), yes, maybe you offer editing as a door-opener.

If the client has an epiphany (and I’ve seen it happen plenty) based on the editing, maybe they’ll try you out right from the get-go the next time around. All you can do is offer. If the client isn’t receptive, move on. If you’ve had other clients start out as they did and become converts, make sure you’re getting testimonials from them and share those with the hesitant ones…

(NOTE: this is where building alliances with graphic designers can really help. Designers hate designing around crappy copy and ending up with a sample that looks great but reads like doo-doo. So if they have a client who’s written their own copy (and it shows), and you’ve built a partnership with that designer based on delivering superior copy that makes their design shine, they’ll often try to persuade the client to hire you, knowing the client will end up with a more effective piece, which can only reflect well on them. Not to mention they get a stronger piece for their book. In those cases, you’ve got a third-party doing the selling, which can be more compelling. Doesn’t always work, but when it does… There are few things sweeter than seeing an erstwhile skeptical client find religion after seeing professionally written copy that positively puts theirs to shame.)

All that notwithstanding, the “try-a-taste” approach is still going to be harder to pull off than finding those already inclined towards folks like us. If you’re in a smaller-market area, and trying to build your freelance copywriting business there, it might prove a necessary stepping-stone to cultivating serious clients. If, however, you’re in a major metro, you might not need to beat your head against the wall; there WILL be plenty of prospects who do “get” what we do. Not saying they’re easy to find, but likely easier than trying to get the others to “start eating salad.”

Do you only pursue prospects already sold on the value of professional writing?

Or do you try to do some converting along the way?

If so, how have you gone about getting them to try you out, and has it worked?

In a tough market, should we be investing more time in “educating the unsold” or do you feel it’s still largely a waste of time?

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How Would You Deal With Such an Unpleasant Client?

Recently got an email from a new commercial writer up North. All you experienced folks, if you’re like me, you’ll be saying, “Oh, just let me at this guy…” She wrote:

I’m writing a web site for a logistics company, a family business run by a nice guy in his early twenties. It’s my first job as a freelancer commercial writer, although I have quite a bit of experience as a copywriter at an ad agency. Here’s the deal:

Sent the initial agreement outlining that three revisions are included; any over that amount, I charge for. Sent initial draft. Client says they’re happy with it; suggest few minor tweaks. “Awesome,” I think. Make changes; send second version. Client sends back a few more minor changes. “Easiest first client ever,” I muse.

Third version I send, emphasizing “Let’s look this over, make sure everything looks great, and I’ll proof for grammar, punctuation, etc., and we’ll call it a day.” Client responds, “Great. I’ll just send it along to our consultant and we’ll get back to you.”

(Sound of brakes screeching). “Um, okay…”

I wait nervously for a few days before emailing client. I’m told he and the consultant are still making lots of changes. Wait a few more days; told they’re still making changes. Finally, not knowing what’s left of my copy, I insist on having a phone conference with this mystery consultant, who turns out to be a very confrontational and opinionated attorney, who not very nicely attacks me for all manner of grammatical transgressions.

According to him, the lead’s been lost in a pile of blah-blah-blah. He wants everything stripped down to bare facts. In short, he is a writer’s nightmare. And I’m a new twenty-something commercial copywriter, eager to please my first client, and totally intimidated by gruff, fifty-year-old lawyers.

When I ask my client why the sudden change, his response is merely that his consultant pointed out a lot of things to him.

My question: We’re still technically on the third round of revisions, although the “revisions” are adding sections, removing sections and making very significant changes. The client doesn’t want to get back to me and give the OK on this last round because I think he believes as long as he’s within the three rounds of revisions, the sky’s the limit on making changes.

How do I diplomatically communicate the scale of changes permitted? How do I prevent this from happening in the future? How do I avoid both pissing off my first and only client and being a sucker who’s doing work for free?

Whew. Doesn’t that story just make you want to shine up your brass knuckles? Of course, she did make a few newbie copywriter errors. Like not determining up front all the folks who’d be approving copy. Honest mistake, and one of those “hindsight-is-20/20” things. Been through many projects where I didn’t think to ask that and it never turned out to be a problem, but had there been a hidden butcher with machete and red pen lurking in the shadows, I’d have been hosed.

And no question, when starting out (and young, too boot, and easily daunted; we’ve all been there), and have a great gig going with a first client, you really do want to please. All things considered, she got paid, learned some valuable lessons (far more than she’d have learned on a smooth-sailing gig), and will be that much more prepared next time.

One thing that’s a no-brainer is the whole idea of expanding scope of a project. Not sure whether they spelled out the project parameters on the original agreement. But, given how she agonized over saying anything once the thing began spreading in all directions, I’m guessing not. Big mistake.

If you make it clear upfront, in writing, that the project includes X components – X # of pages, for X fee, then as soon as things start expanding beyond those stated specs, then it’s a simple matter of saying, “Things have changed, and the fee needs to be renegotiated.” No need for hesitation or angst. The client agreed to a certain sized project for a certain fee, and it’s now grown beyond that. End of discussion.

Being completely matter-of-fact about that is crucial to preserving your status as a professional. And it should happen regardless of whether it’s your first client or your 1000th. If you had a plumber over to fix your sink and you asked him to fix that leaky toilet upstairs while he’s here, you’d never expect him to do it for nothing. So, why would you think for a nanosecond that clients are entitled to freebies? They’re not.

Another non-negotiable point for any professional is how you’re being treated. If someone starts with snide remarks, confrontational, belligerent tone, or insulting manner in any way, I’m going to say something. Anyone who does that honestly believes you’re little more than “The Help,” and as such, can be talked down to. I once told one such a client, who the hell he thought he was, talking to me that way. That went over well. I ended my participation at that moment, walked away, and got paid for my time.

Got this update from our beseiged copywriter:

“I wish I could say I’d come up with a brilliant way to resolve the situation, but it really amounted to a combination of contributing many more hours than I’d planned on (thus losing money) and finally, drawing the line and telling the client I’d have to adjust the quote before making any further changes.

“Trying my hardest to diplomatically plow through numerous revisions was what kept my relationship with the client from souring. (At the project’s completion, he enthusiastically volunteered to be a reference for me.) But whether the situation was resolved successfully is debatable. I succeeded in making the client happy, but lost money and watched some great copy turn into something I’m not as thrilled to put my name on. Live and learn.”

Ever found yourself dealing with a similarly unpleasant individual? If so, what did you do?

Any other suggestions to head off problems like these?

When you were starting out, how did you balance your desire to be accommodating and customer-oriented with the need to not become a doormat?

And if you didn’t manage that well (and many of us didn’t!), what did you learn from the experience?

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The Secrets to Landing and Keeping Repeat Clients…

Got this email from a relatively new commercial freelancer recently:

My fledgling commercial writing business, launched in 2007, is alive after fits and starts. Upon reflection, I realize I haven’t had much repeat writing business from clients. In addition to commercial freelance writing, I also do marketing and magazine articles. The magazine keeps re-hiring me, and so does one company that retains me for marketing events. But, as far as clients hiring me over and over for commercial copywriting projects, no. This means I work hard at getting new clients all the time.

Is this common? Should I take it personally? I am confident in my copywriting abilities, so I wonder if I could do a better job at following up to increase the likelihood that clients return. Do you have tips for increasing repeat business?

Hmmm…. This one can be a challenge. When starting your copywriting business, you may be working with smaller clients who simply don’t have as many ongoing writing needs. Hence, they may be great for getting some income in the door and building your writing portfolio, but at some point you have to set your sights higher.

And even when you DO find a steady client, I’ve learned that, well, nothing is forever. Things change, personnel changes, your contact person leaves, and their replacement has their favorite writer, and you’re gone (or any number of other similar scenarios).

But, let’s separate those things we can control (i.e., the kinds of copywriting clients we’re approaching with an eye toward repeat business) from the things we can’t (i.e., what happens in a company over time).

If you’re a generalist (as I am), I’ve found that several client profiles can be good bets for repeat writing business:

1) Small- to mid-sized (50-200+ employees) companies. Often, they’re slammed, everyone’s wearing many hats, and they usually don’t have on-staff creative resources, so they’ll look to talented freelancers to help them with a variety of projects. And you have to have a healthy range of copywriting skills to be able to come through on a variety of project types.

2) Solo consultants who work with different companies needing a real mix of work. These can be creative folk (like graphic designers) or marketing people. Not always easy to find, but if you do, and can demonstrably enhance their offering through your skills (both writing and marketing), that can predictably lead to loyal clients. When you find a great plumber, hairdresser, financial consultant, tax preparer, etc, don’t you stay loyal?

If you’re a project specialist (i.e., white papers, case studies, etc), by definition, you’ve limited yourself, so you’ll have to pursue larger companies who have ongoing needs. If you’re an industry specialist (i.e., high-tech, healthcare, financial services, etc), it can be similar to the generalist scenario, in that, small- to mid-sized companies can provide ongoing freelance copywriting work across the project spectrum.

Regardless of how you’ve structured your offering, one thing is a given: to get repeat business, you have to be good. Really good. You need to be a solid writer with a strong grasp of that company’s audience, value proposition, messaging, etc. Plus, you need to be reliable, dependable and easy to work with. And in the case of a generalist, you need to be able to move easily between brochures, ads, direct mail, web content, articles, case studies, etc.

Just as importantly, you need to always have your radar up for additional opportunities. Don’t just be reactive – only responding to your client’s requests. Learn as much about their business as you can, so you’re in a position to make suggestions that can fill gaps in their marketing they may not see or may not have had time to execute themselves.

What attributes have your long-term, repeat clients had in common?

What’s worked for you in landing and retaining repeat copywriting clients?

What long-term client of yours stands out, and how did the relationship unfold and mature over time?

If you wrestled with this same issue when starting out, what would you do differently if you were launching your business today?

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Got This Fun, In-Demand and Lucrative Copywriting Specialty in Your Project Mix?

So, suddenly I’ve been thinking a lot about case studies. For starters, I just finished a big one and it consumed a big chunk of my commercial writing life (details in the July and August ezine “Appetizer” courses).

Then, my friend Casey Hibbard (The Case-Study Queen), announced she’s offering a six-month intensive case-study coaching program for copywriters.

Finally, I’ve been thinking about how marketing is moving in a much softer, gentler direction – more informational and educational (think white papers). Customers have become savvier and more skeptical (haven’t you?) over the past few decades as more and more unbiased product information is readily available. So “selling” needs to be more low-key, more genuine, and more real-world. Case studies – essentially third-party testimonials – are a perfect example of that.

In a recent email Casey sent out about her program, she noted that “survey after survey shows that happy customers are the #1 thing that influences buyers’ decisions.”

Makes sense. After all, what’s more compelling: some company telling you their product does this, that and the other, and you should buy it (even if not that inelegantly)? Or reading several verifiable stories about actual customers saying, essentially, “We had a problem, this product solved it, and we couldn’t be happier”?

Think about a case study, whose basic form discusses The Challenge the client company had encountered; The Solution offered by the vendor (for whom you’re writing the piece); and The Outcome, complete with gushing quote from the now-thrilled client.

The whole goal of the piece is to have the reader find themselves (i.e., their company) in that story, to have them say to themselves as they read about this company, “Interesting. That’s the same thing we’re wrestling with.” And given that the company is named, they can even call them up to confirm the information.

So, a case study can sell a client – or at the very least, move them a lot further and faster along the sales cycle – without any direct involvement of the company selling the product or service. True third-party selling.

The key? People don’t want to be “sold.” They want to come to their own conclusions, at their own pace, without someone (with a vested interest) breathing down their neck. They can find that company’s web site and all the information they need about the company’s offering by themselves, thank you very much, with no need (yet) to talk to a salesperson.

So a case study can do the heavy sales lifting, and if a series of them all resonate with a reader, that prospect could essentially be sold by the time they call the company. Doesn’t get much better than that.

Third-party selling is credible because, presumably, the company in question who bought the product and is now happy with the solution, would have no reason to tell tales, and no reason to speak well of a product and the company selling if it weren’t true (notwithstanding outright bribery, though again, all of it’s easy to confirm).

I have one commercial freelancing client for whom I do longer-form case studies (4-8 pages) and for fees that range from roughly $2000 to over $4000. It’s fun and challenging work. I interview several players involved in a particular project, spin an interesting (hopefully) narrative, weaving in quotes throughout – including many that gush on and on about the company. See some samples here.

If you haven’t added case studies to your freelance copywriting menu, you’re no doubt leaving money on the table – AND missing out on some enjoyable work.

And for all you ex-journos out there: case studies are one of the easiest commercial copywriting project types to transition to from a journalism background. You need to be able to add a marketing spin, but remember, you’re simply reporting how a “solution” unfolded (facts) and including quotes (more facts) from those whose company benefited from that solution. It’s the juxtaposition of those components that make it compelling to a reader.

Are case studies a part of your copywriting mix?

If not, why not? If so, what do you like about them?

If you hail from a journalism background (magazines or newspapers) and have parlayed that into writing case studies (among other projects), how did that transition go?

Any comments/observations, from your own experience, about the place of case studies in marketing today?

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