STC Summit 2014 Winning Strategies for Independent Consultants

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Winning Strategies for Independent Consultants presented by Beth Gerber at the STC Summit 2014

Transcript of STC Summit 2014 Winning Strategies for Independent Consultants

Winning Strategies for Independent Consultants

Beth Gerber - Lightext, Inc.Arcadia, California

Beth Gerber, Lightext, Inc.

Co-owner of Lightext, Inc. in Arcadia, CA

Policy and ProcedureOnline HelpCurriculum DesignTraining Delivery

A few of our clients…

and clients from the past…

Lessons learned…

6 Mistakes of Independent Consultants

No agreements Work for freeNo depositDon’t make a name for

yourselfBehave like an employee

Don’t set boundaries

6 Success Factors

PassionPhysically and mentally fitDrive, patience and positivityFailures don’t defeat youThrive on independenceLove your fellow man

Success Platform

The Essentia

ls

Marketing

Clients

Partners

Admin

Skills

Clients and Marketing

Get New Client

Manage the Project

Foster the Client

Relationship

Get More Work

Grow Your Network

Getting New Clients and Projects

Look for opportunities everywhereProspect 2 years aheadNever say “no” – instead “let me get back to you”

Price appropriately

Managing the Project

Create great products and servicesUse tools to communicate status &

issuesMeet deadlinesExceed expectationsSee roadblocks as

opportunities

Overcoming Obstacles

Take responsibilityAssessPlanRegroupConquer

Fostering the Client Relationship

Develop personal relationshipsLearn the client’s business and culture

Understand prioritiesThink strategicallyBe an expert

Getting More Work

Be aware of trends and technologySurface new solutionsMarket internallyWrite proposalsCreate samples

Growing Your Network

Develop referencesGet written reviewsAsk for feedbackConnect back to your

client – never lose touchHave a presence in your

industrySocial network

Success Platform

The Essentia

ls

Marketing

Clients

Partners/

Staff

Admin

Skills

Administration and Partners

Staff

Vendors

Owner

Partners

Owner - At the Core of All Partnerships

Owner/PartnerManagerOverseerConnectorMarketer

Trusted Vendors - Base of Stability

AccountingBookkeepingInsuranceBackground ChecksTech SupportWeb HostingLegal

Partners - Expanding Your Presence

Related ServicesOther IndependentsProfessional AssociationsTrade/Industry

Partners

Staff – Those who represent you

Independent ConsultantsEmployees

Managing a Consulting Staff

Hire proven talentCheck backgroundHave contractsTerminate the badFind continual work

for the good

Success Platform

The Essentia

ls

Marketing

Clients

Partners/

Staff

Admin

Skills

Skills

Tools

Knowledge

Skills

Skills

Create

Commun-icate

Deliver

Market

Knowledge

Knowledge

Industry

TradeTrends

Solutions

Tools

Tools

Software

Project Plans

Proposals/

Pricing

Prototypes

Beth Gerber, Lightext, Inc.

Thank you!www.lightext.com

beth@lightext.com

@lightextinc

www.linkedin.com/pub/beth-gerber/7/315/350/