For more than two decades, I was a salesman in one of the
toughest arenas anybody could enter. I was a professional
fundraiser. Yes, at cocktail parties I heard this hundreds
of times: You do what? The tone implied disbelief, and even
disapproval. If I had told people that I rob banks for a
living, I would have brought more favorable responses, even
from bankers.
My challenges included representing a college that couldn't meet
monthly payrolls (not very encouraging to givers) and directing
a medical center's campaign when the public started asking why
a patient must pay ten dollars for an aspirin tablet.
At the first fundraising conference I attended, I heard the term
prospect research. Eventually, I worked at a university where
several staff people specialized in gathering volumes of facts
about alumni, friends, parents and others who might become major
contributors.
During my first three weeks at that university, I attended
thirteen hours of computer instruction, so I could access the
massive data assembled for my prospect list. Additionally,
the vice president handed me notebooks, containing hard copy
documentation for the computerized profiles.
So for twenty-three years, when I set an appointment to sell
participation in a fund drive, I went well prepared. Yet I
didn't rely on that information alone.
Early in my development career, I learned that the most
effective discoveries didn't happen on campus. Frequently,
what I observed at the prospect's office gave me the starting
point for conversation.
Without fail, I arrived at appointments early, for at least
three reasons. One, I wanted to convey eagerness. Two, I
wanted to escape the worry that comes with running late.
Three, I wanted someone to say that the CEO is in another
meeting, but I could go into his office to wait. Fortunately,
this happened many times.
Notice that I could have spent my waiting time in review--of
the campaign's needs and the prospect's biography. Instead,
I focused on previewing--looking for clues that would enrich
my understanding of the person and the organization.
I sensed that the symbols displayed on the CEO's walls and
shelves told me what this person values. After all, he or
she placed them there.
Among the objects I saw repeatedly:
- golf and tennis trophies
- travel souvenirs
- family photographs
- civic citations
- a miniature groundbreaking shovel
- an autographed celebrity photo
- favorite books
- diplomas
- a club president's gavel
- an autographed football
- unusual hobby items (jars of hot pepper sauce)
Think about the advantage you have when you get two, three, or
five minutes to survey the scene. And you're not prying--because
the person displays these mementos proudly. Without uttering a
single word, this manager has declared nonverbally (but very
loudly): THIS IS WHO I AM!
The executive enters, greets you, and you have a dozen
possibilities for establishing rapport--and stroking the
individual's ego.
Pointing to a trophy, you comment: So you're a golfer. What's
your favorite course?
Or: I see you're on the Salvation Army Board. How's the new
building campaign going?
Or: I saw your university diploma. Been back to campus
recently?
Immediately, with only two sentences, you have told your
prospect:
- You're an interesting person.
- I'd like to know more about you.
- I'm impressed with what I've seen.
- I didn't come in here with a rehearsed opening line.
- Pleasure before business
- I'm thinking of you, not myself.
In hundreds of contact situations, no one ever resented my
reference to the symbols I had seen. My hosts had given cues,
and then I had followed them.
On your next sales call, look around you. What you see will
say plenty--and give you plenty to say.
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