red barn consulting

OMG – yes you have to track it.

I can always tell a good salesperson and yes, the ones that just are going to drive their managers bat s**t crazy and then some.

Rainmakers, top dogs – you know the superstars all have this one thing in common: They are a slave to their data.

They know:

  • Their sales goals, and how close or far off they are at any moment in time.
  • They know their stretch goals, bonus tipping points and anyway they can make extra on their book of business.
  • They are data monsters – they eat it up. They know everything about their top prospects.
  • They know who their Target Client Profile is – they aren’t wasting a lick of time on someone who isn’t going to buy from them. EVER.

Here’s a big one – they have an organized trackable process. Yes, I said process. They know exactly what to do NEXT when they get a lead, they make a pitch, they close a deal. Rarely do they waiver.

Oh Shocker – they track it all in a CRM. Now for some that are old school that may mean a spreadsheet or God Help me paper files – but however you want to track your pipeline is fine, just do it.

If you are a salesperson that doesn’t fit into what I just described you might want to search out another career. Sure, you may sell some stuff, but you won’t be the top dog. Can you change? You betcha!

Managers – if you have someone who isn’t in the “KNOW” – we need to get to the bottom of WHY they aren’t quickly. Trust me, the frustration will only get worse…and worse…until you become a passive aggressive evil boss. Yea – it will happen. Seen it more than once.

Here’s the good news – there are so many training support systems out there. (Like Red Barn – sorry – had to plug us)

If you want to win the coveted Top Sales Dog award at the annual business meeting – then trust me, you need a sales coach. A mentor – or hell, someone to get you organized!

Call us – we rock at the whole sales organization and getting act together stuff.

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Social Media and Health Care: Improving the patient experience – digitally!

Let’s face it, we live in a digital social world. Brands of all types have made their mark on Social Media – Twitter, Facebook, LinkedIn, and Instagram – but where are the health care providers?

  1. Oh, there are a few out there, but many are adverse to jumping on the social media wagon and here’s why avoidance is a mistake.
    Your patients are there and they WANT to engage. Using platforms such as Twitter or Facebook to brand your practice is a given, but are you posting content that is ABOUT them vs. about you? 80% of your content should have nothing to do with the services you offer. How much can you really write about Breast Exams or Colonoscopies or wait times in the ER? Ask questions! Ask for Feedback! Talk about preventative care, families and lifestyle. Patients also want to see the team from the doctors to the intake folks and everyone in between. Who are they? Why would I as a patient want to engage with them? Trust them with my care – my life? It’s all part of the customer experience.
  2. Improve Patient Communication. We all know that social media is not the place to talk about personal health care issues, but it is the PERFECT place to address broad questions. The key is to have a Social Media Manager and/or Patient Advocate managing social feeds. If indeed a personal health question arises, the Manager can direct the patient to a secure portal or have a health care provider call him/her to discuss concerns. As with any business, there will be Frequently Asked Questions that appear and best practice is to create an FAQ page on your website to direct patients or prospective patients to.
  3. More Satisfied Patients. It really all goes back to communication and transparency. Patients want to feel they are involved in their health care decisions AND they want providers who are willing to help them along the way. There is also the connectivity factor – connecting patients with other patients who share the same illnesses – almost like support groups but online. It’s perfectly OK to have a private MONITORED Facebook page for a variety of topics/groups such as Cancer Survivors, Sports Injuries, Heart Attack Survivors or those currently going through some life changing issue or chronic condition. When the Health Care Provider CARES and is involved, patient satisfaction will naturally rise. You are developing a community that your patients can be a part of.
  4. Education – Teach and Learn. It’s a given that social media is a great venue to educate your patients, and video is by far the #1 channel to do it. Not only is video engaging but it shows the true personalities of the presenters – doctors, PAs, NPs and other providers. Offering educational videos on everything from pre-op to post-op procedures to stretching exercises and healthy menu planning – the sky is the limit! Every physician is an “expert” and has a point of view. Social media allows physicians to easily share that expertise with the world and further engage current patients as well as attract new ones.

In the end, it’s all about putting you and your practice/group/hospital out there and allowing your patients to learn, teach, and engage.

Your patients are begging for this – where are you on the social spectrum?

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It’s all about the Ops…the Ops

“Help – I’m getting eaten alive by my competitors. I need a marketing intervention ASAP.” I’ve gotten this call, chatted with this person – more than once. When I first started out in the entrepreneurial world – I only offered marketing. Strategy, Traditional print support, that transformed into more digital work – but you know – Marketing “Stuff”. I quickly learned that if Sales and Marketing aren’t communicating or playing nicely in the sandbox together that my marketing will be less effective. So, we added in Sales training and support into the mix. We look at sales goals and capacity to ensure that our marketing endeavors are a cohesive match made in heaven.

But THEN…. I learned. I can have a kick ass marketing strategy and a rock star sales team BUT if there is no process to get the stuff out the door, or the supply chain is running a muck OR the servicing of the client is God awful – then Houston, we have a problem. You got it, all my fabulous marketing and sales guru stuff doesn’t matter because we have unhappy clients. Unhappy clients tell a whole lot of people how they feel.

So – we now start from the beginning. We focus on the operations, the leadership and the culture. Who are the people, what is the process and what is the capacity for growth and scale?

You see it really is about the ops – the operations of the business. The times my Spidey Senses said – “Cindy, this is an ops issue not a marketing/sales issue” yet the client was hell bent on the fact that they had rock solid ops, employees, blah blah blah – it failed. Every Single Time – my marketing and sales strategy failed. Why – because of everything I said above.

You must have a strong foundation before you can grow – or you will topple over. What if the pyramids were upside down? That’s a Jenga nightmare waiting to happen.

Here is how we do it – and you can surely do this yourself, but my guess is adult supervision is needed. (another thing I learned – business owners need to bring in experts to get S**t done sometimes)

1. SWOT of your business. What’s working, what isn’t.
2. Leadership – Do you even have good leadership?
3. Team – are they happy? Are they productive? Are they efficient?
4. Customer Journey and Experience – do you have happy customers? How do you “touch them” along the way?
5. Marketing – what is your “Why” – who the hell are you in the world? What is your story?
6. How will you tell your story – and how much money do you have to do it?
7. Who the heck is selling – every company has to sell something, I don’t care who you are.
8. Who is pulling it all together – who is running the ship, managing the process? PS – often the dude or dudette at the top isn’t the one. They are visionaries, not project managers.
9. How are you tracking successes and failures?

9 Steps – and trust me – you don’t want to skip any of them. Not my first rodeo, I’ve fallen off that bull just a few times and I’ve learned a few things along the way!

If you need that adult supervision –send us an email, send up a smoke signal or hey – pick up the phone and call us.

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Company Culture – It’s Why I Joined Red Barn

If you’ve read my bio, you know that I’m not the “corporate type.” I’m much happier kicked back in jeans, a t-shirt and flip flops (or sneakers in cooler weather). And even though I’m technically a millennial, I’ve tried enough of the corporate world to know that it’s just not a fit for me.

I spent about 6 years working for a few different corporate companies, but I always felt restless and afraid to rock the boat for fear of getting fired. I could never put my finger on what was missing to make me happy though. At first, I thought it was money. So, I left my first corporate job after almost 5 years for something slightly different that paid more. I spent 2 miserable months at the new job trying to make it work. Guess what?! It wasn’t the money that was the problem. The people were nice enough too, but something just wasn’t working. So, with no plan on what I was going to do, I quit. I enjoyed 6 amazing weeks during the Summer lounging by my pool in between job interviews trying to find the perfect job.

Sadly, my summer staycation came to an end, but I was excited to start a new corporate job doing something very different from what I had done in the past. I’d be able to use a different skill set from my repertoire, and learn some new things as well. I really thought this was going to be my dream job. After a few months, I was bored out of my mind and that restless feeling had started to set in. I started my job hunt, again, waiting for something to come along that really felt right.

A few months later I came across an ad on Indeed for an operations position for a small marketing company. SPOILER ALERT: it was with Red Barn. The job sounded challenging, marketing was certainly something I hadn’t done before, and the real kicker – I got to work from home. After meeting with Cindy, I knew this was the job for me. And if you ask Cindy how the interview went, she’ll tell you I totally interviewed her! I was scared to start over yet again, so I had to make sure this was the right fit. Some people are intimated by Cindy, I get it, she’s a strong personality, but something just clicked. I knew I had found my home! Now it wasn’t all butterflies and unicorns at first as my BFF Kim likes to remind me. It took some time to fine tune my relationship with Cindy and learn how to work together. BUT, I finally realized what the missing piece was – Culture.

For me, I just didn’t fit in with the corporate model. And that’s OK – it’s not for everyone. But, having a company culture that allows me to be myself is. In the past, I had a set dress code, set work hours, and I never felt comfortable expressing my concerns or issues to my supervisors. Finding a company where I can work when I feel inspired, wear what I’m comfortable in, and have the confidence to tell my boss when she’s being a Jerk was the missing puzzle piece. I needed the flexibility and honestly that the culture at Red Barn offers.

So, I guess the moral of my story is – no matter how much money you make, how much you like the people you work with, at the end of the day it comes back to Company Culture. Employees will stick around longer if they feel appreciated, empowered, and like they are making a difference. And that directly affects their work and their interactions with customers.

If you want to share your company culture stories I’d love to hear them – good or bad – drop me an email!

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Who you REALLY want to work with

What is the Target Client Profile – or TCP?

The Target Client Profile (TCP) is the criteria that makes up your ideal client. Clients who meet the following 5 criteria are the clients you should be on the look out for. We get it, not all your clients right now probably fit into this mold, but it\’s something to strive for. Hey, at the end of the day, having clients who fit into your TCP will make every one happier.

  • You need to have a strategic plan on where you want to be.  If it isn’t necessarily the clients you have now, it’s the clients you WANT to have. Who are they, where do they live, how much do they make, what do they like to do, are they conservative or not, what do they wear, what do they eat…you need to get that granular.
    • Find a picture in a magazine of your perfect client and start adding sticky notes around them that describe them.
  • You need to like them. This is so important. If you meet someone and you just cringe or think I’m going to hate answering the phone when he/she calls. Don’t do it.
  • Don’t be a slave to the almighty dollar – see #2
  • They need to be able to afford you. I never haggle on my price. EVER. I may reduce services, but my brain is worth something. Hell, 55 years of “stuff” in there has value. Don’t haggle or sell on price. If you do, you are training your customer that price is the point and you are a commodity. People will pay for things they see value in.
  • You have to be able to bring them value. If the prospect doesn’t drink your Kool-Aid – you will never bring them value because they will always be questioning your actions. The trust factor has to be there.

And there my friend is the TCP. When you start out you are going to take clients that don’t fit – hey, you have to eat. But if you can afford NOT to do that – you are in a great space. Taking clients that are not in your TCP suck the life out of you and then keep you away from working with your TCP.

Want some weekly advice and brain food? Join my Thursday email list HERE!

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PTO – take every last second. That’s an order.

I think we can all agree that having Paid Time Off (PTO) is a huge perk for employees. But if your employees aren’t using the time off, then it should be a red flag. Years ago, most companies thought that employees who didn’t use PTO were more productive, but after some research, it was determined that the opposite is true. Not taking PTO can take a physical and emotional toll on workers, and potentially make them unhappy and unproductive. In contrast, well-rested and recharged employees may view their workplace more positively. High employee morale has a positive impact on the workplace, company culture, and the bottom line.

Shawn Achor, author of The Happiness Advantage and Before Happiness and founder of the consulting firm GoodThink, found that when \”the brain can think positively, productivity improves by 31 percent, sales increase by 37 percent, and creativity and revenues can triple.\”. The U.S. Travel Association’s Project: Time Off found that employees who take all their vacation time increase their chances of getting promoted and getting a raise by 6.5 percent, compared with people who leave 11 or more days of paid vacation unused.

Now, I’ll be the first to admit that I don’t use all my PTO – even though Cindy tries to make me. Surveys discovered that the reason many employees don’t use all their vacation time is because they worry that no one else can do their job. Now, I’m not saying no one else at Red Barn can do my job, but I have a tough time giving up control. Before you start rolling your eyes thinking I’m a moron for choosing work over a Margarita and the beach – I do take at least 2 vacations a year. I just may sneak in checking my email at least once or twice a day.

A few companies made the news a year or two ago when they decided to offer their employees unlimited vacation. You might remember hearing about it, but you may not have heard the results on how it went. The company Mammoth decided to give it a try, and while the employees ranked it as the third highest employee benefit, each employee averaged the same amount of days off as when they had an accrual system.

But that’s really not the important take away from the vacation policy. It conveyed three things to the employees:

1. The company views its staff holistically–acknowledging that employees have demands and interests beyond work that can’t always be scheduled in advance.
2. Unlimited vacation policies convey trust, and put the responsibility for making sure the work gets done on the employee before they take time off
3. Unlimited vacation treats employees as individuals. Time off is a personal issue – everyone needs a different amount, and it changes from year to year.

While you might not be ready to go down the unlimited route yet, encouraging employees to take their allotted time off to relax, reboot, and enjoy some time away from the office should be on the To Do list.

Curious what sparked this blog topic? Shoot me an email and I’ll send you some photos from the island paradise I just returned from!

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Understanding Your Customer\’s Journey

Any good marketing whiz will tell you that one of the most important parts of effective targeting is knowing your consumer inside and out. We’re talking more than their household income and gender. Truly knowing your consumer means you’re privy to everything from what their favorite drink at Starbucks may be to what their morning routine looks like. Sound a little nutty? It’s not! As business owners, we must be able to fully place ourselves in our prospective consumer’s shoes in order for our message to resonate with them. Understanding their experiences could be the difference between your prospect walking, or making the sale.

How does your consumer feel about your business now? What would drive your prospects to take action? What’s important to them? What makes them a repeat client or customer, and more importantly, what makes them walk away? Knowing the answers to these questions will keep your business not only maintained but consistently growing. Cracking the code on exactly who your consumer is can seem like a large to-do, but it’s proven to begin with something called “customer journey mapping.”

If you’re unfamiliar with the term, the good people at Big Door define it as “a framework that enables you to improve your customer experience.” We couldn’t have said it better ourselves. Your customer journey map follows your customer’s experience from their perspective to help your business understand how they are interacting with you. This in turn allows you to improve how your business interacts with them.

You want to start by figuring out how your prospects and current consumers engage with your business. Your customer journey map will pinpoint the steps they use to reach you. This is a process. It’s starts from when your consumer finds you online, to when they engage with your content, down to the moment they are being billed for your product or service. These are all “touchpoints” in their experience with your brand. Each of these touchpoints has the power to impact your consumer’s perception of you and ultimately drives their decision to conduct business with you or not. This isn’t always a linear process and it will vary from business to business.

Let’s dive a little deeper into what this process may actually look like. I’ve listed what the typical stages of customer journey map might be below.

1. Awareness – This when your customer takes notice of your brand for the first time. An email or some other form of an advertising campaign are common first steps for discovery.
2. Consideration – This may be as simple as checking out your website, or social media pages to review your message. Comparison between you and the competition happens at this stage as well. They may pursue customer review platforms.
3. Purchase – Here is where your prospect becomes a customer and makes the decision to buy the product or service you are selling.
4. Experience – Your customer now experiences your product or service for themselves.
5. Advocacy – Customer shares that experience, good or bad – with others.
6. Retention – Your business now has the opportunity to reel the customer back in using different tactics.
7. End of journey – Customer chooses to continue to use your product or service or goes to a competitor to restarts their journey there.

This journey can look very different depending on the nature of your business. There is no wrong or right way to go about accomplishing your end goal. A quick Google image search will show you different customer journey maps organizations have employed. They all look very similar to the steps listed above. Here’s ours visually:

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What the step-by-step list above doesn’t give you is the nitty gritty on what to look for at each stage. This is where you have to do your homework. It boils down to these four words: Action, motivation, questions and roadblocks. Here are some vital questions to ask yourself throughout the entire process.

  • What ACTIONS are your customers doing at each stage. Perhaps more importantly, what actions are they taking to move from one stage to the next?
  • What MOTIVATES them? People buy emotionally and justify those decisions logically. What motivates your customers to contact you, and to continue using your product or service? What motivates them to buy your other services or products? What emotions are they feeling? Remember – people either buy to gain pleasure or to reduce pain.
  • Are there unanswered QUESTIONS? Do your prospects have questions or concerns? When we are speaking to consumers through advertisements or written marketing material, people will have questions they want answered in real time. Are there unknowns that may scare them into perusing alternatives that may be more transparent in these areas?
  • What are the ROADBLOCKS that could prevent your prospect from moving between stages? These could include everything from cost, ease of doing business with you. Things like not so favorable yelp reviews and or lack of availability are common roadblocks that may get in the way.

Once you’ve discovered how exactly your prospects think, feel and react to your business, you’re ready to use this data for bigger and better marketing activities. You should be using your findings to both improve the efficiency of your current strategies and create new ones if needed.

Consider your company’s SWOT analysis for a moment. The term SWOT is commonly used by marketers and business owners. It reveals your brand’s Strengths, Weaknesses, Opportunities and Threats, but this time we want to focus on these sections solely from the perspective of your consumer. For example, a strength from a business standpoint may be securing a well-connected investor to fund HR programs. From the perspective of a consumer however, things like having your brand readily available to them in big-box stores, and being the only brand in your lane to provide live customer service are big strengths. After you’ve established the specific values related to your business within the SWOT analysis, you can then develop a strategic plan.

The four quadrants of your SWOT analysis will inform the information you gather from customer journey mapping. The only way to gather valuable and accurate data is to ASK! Consider using a business consultant at this stage for unbiased feedback. Because we business owners and internal executives can only make educated assumptions about our consumer’s experiences, surveys and focus groups become invaluable at this stage.

Your survey or focus groups will focus on the details that are crucial for truly understanding a customer’s experience. Ask your consumer to map out their journey from their perspective. You’ll find that this road is not often linear. Some consumers skip the consideration phase and jump straight to purchases. Others may spend months researching, discovering new brands and comparing before making their purchase. For them, the costs of doing business with you is an investment worth their time. They want to get it right!

A well-researched customer journey map will unlock countless questions for you in the marketing process. You’ll be able to use it to find which platforms your consumer is listening to you on and how to effectively reach them at the awareness stage.

You’ll discover how your consumers evaluate your business against competitors and what questions you can answer before they make the decision not to buy at the consideration stage.

After the purchase stage, surveys from your customer journey map will inform you how to retain your current customers and what motivates them to share their experience at the advocacy stage.

Ultimately, there is no one size fits all when it comes to a customer journey mapping. The more touchpoints your customers face, the more complicated this map will be. Your company will have to tailor this process. The fundamentals provided above should give you a jump-start!

Done carefully, your organization can take charge over how your consumers engage with you.

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