Posts Tagged ‘Subcontractor’

Welcome to 2010!

No, this is not an entry on the three most important aspects of real estate but, I am borrowing this item after meeting with two business owners seeking to ‘reinvent’ themselves for 2010. Naturally, both are involved in the A/E/C marketplace, both have been very successful since starting their business and both have been profoundly impacted by the state of our current economy.

Way back when Jack Nicklaus was the undisputed king of golf, he would start out every season with his golf coach by reviewing the fundamentals…how to grip the club, proper stance, etc. When I first became aware of this, I found it pretty amazing and close to unbelievable. Here we have the greatest golfer in the world, having his instructor show him how to hold a golf club. Jack would then go through all the fundamentals of his swing…his stance, his take-back, the club alignment at the top of his swing, the down swing and the follow through.

While I cannot think of a better time for companies to be considering additional ways to build new business, I can also not think of a better time to review the fundamentals of how you got to where you are.

So, what does this have to do with the famous, ‘Three Most Important Factors about Real Estate’? If you are indeed one who is working on the 2.0 version of either yourself or your business, never forget or lose focus on the ‘critical mass’ that got you where you are today.

When I am approached by a prospective client, to get a better understanding of their needs, I typically make a few simple inquiries, one for example: Tell me, categorically speaking, what are the top five groups of your client base and how much does each represent of your total revenue? Rarely do I get an immediate answer.

Something as fundamental as being able to define your clients as ‘A, B, or C’ where ‘A’ represents 40% of your revenue while ‘B’, 25% and C 20% with the rest being several smaller components of ‘D’ is the business owner’s equivalent of ‘griping the golf club.’ when it comes to target marketing.

Location, Location, Location refers to not just real estate. If you don’t know the ‘location’ of your top three types of clients, then how in the world are you going to be able to effectively troll those waters for new business?

I have had some conversations with business owners that remind me of the old joke about the guy searching for his lost wallet under the streetlight. A stranger walks by, asks the man what he is looking for and then decides to help. After somewhat lengthy and futile search the stranger asks, “Are you sure you lost your wallet under this streetlight?” The response he gets is, “Oh no, I did not lose it here but the light is so much brighter, I figure It would be easier to find.”

Never stop looking for new ways to increase revenue but if you are an architect, engineer, general contractor, sub-contractor or building product manufacturer (the categorical breakdown of our client base) I would not consider adding baking cakes, chauffer services or pet sitting to your menu of ways to build new business. Review the fundamentals of how you got to where you are, know your clients and get creative. Just don’t stray too far from where you ‘lost your revenue’ and start looking in places you shouldn’t just because the light there is better.

Location – Are you able to readily identify your competitive geographical area?

Location – Are you able to readily identify your ‘critical mass’ prospects by category?

Location – Are you able to readily identify your marketing success? (Turning prospects into clients)

Now, the first two are probably easier to ‘locate’ but the third may require a bit more digging. Here is where I refer back to my entry on CRM. I honestly believe the single biggest area of opportunity companies over look when it comes to resources for building new business is how they manage/mis-manage their data.

I can actually think of a couple of more ‘locations’ worth identifying but choose to focus on these three for now. With margins tighter than ever, new opportunities as scarce as ever, quality data becomes that much more important.

Do you need to get a new ‘grip’ on the basics such as your prospects, your clients, your pricing structure? There is no better time than now to start shoring up this very important aspect of your business.

If you are going to play golf on Friday, you check the weather forecast. If you are a buying a stock, you check past performance. If you are buying a new washing machine, you look at ‘Consumers Reports’.

Is your own company’s knowledge base too close to skid row or is it a penthouse with a view of the mountains?


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell [at] cmconl.com

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The time between Christmas and New Year’s has always been a period of reflection for me. As we all chalk up one more trip around the sun, it is important to me to look back on the past 12 months, sift through the good and the bad and find those useful lessons I can take with me to make the upcoming year even better.

To say that 2009 has been a challenging year would be an understatement for many. In spite of the economy, financially, we have had a very good year and considered ourselves very blessed. That said, I have witnessed others who would probably not characterize their year the same; which leads me to the following joke…bear with me.

A doctor decided to take off early, head to the golf course and try to find a group in need of a ‘fourth’ and sneak in 18 holes before supper. He was lucky as he was quickly paired with a lawyer, engineer and insurance salesman.

After some small talk and a few holes, the doctor asked the attorney if, because of his line of work, he too gets asked a lot of questions seeking advice for free, explaining that he is often queried by friends and acquaintances about small ailments, here and there.

The attorney assured the doctor that this happens to him all the time and he finally found a way to respond. “I simply answer their question and when I get back to the office, I send them a bill. That usually stops those seeking free advice.”

The doctor, thought, “Wow…that is so clever, I will have to remember that.”

The group finished their game, exchanged business cards and after having an enjoyable round all agreed they would have to play together again…

…that was until the doctor got to his office on Monday and found a bill from the attorney.

The idea for this offering came from someone who emailed me and wanted to chat. I replied that I am always open to ‘talking shop’, tossing around ideas, learning more about their business and encouraged the person to give me a buzz when they had the time.

More than a week passed and I finally received a voice mail from the person to which I called back at my first opportunity. In our discussion, the person began with, “I finally got the nerve to call…” It was during our chat that I realized that maybe this person has heard the above joke before and was afraid they would soon be on the receiving end of an invoice from me.


So who is this guy behind the curtain of this blog? I am just one who has been very blessed in my career and has been able to take my years of experience, combine it with a ‘healthy dose of OCD’ and found a way to do what I believe is my calling. I truly love what I do and I am truly passionate about entrepreneurs, business, the free-enterprise system and capitalism. I thrive on seeing someone take the necessary risks to start their own business and flourish. I am a big believer that this is still the ‘American Dream’.

I have always said that one’s goal in sales should be to have an unlisted phone number. That’s right, an unlisted number. You build up your client base so large, that you cannot possibly take on any new customers and you just sit back, answer the phone and take orders.

Until then, I will continue to put my contact information at the end of each blog posting for a reason. I sincerely enjoy hearing from readers and unlike the lawyer above, you will not receive an invoice from me for just talking shop. I am happy to say that I will be calling a reader today and we will discuss a few ways they may be able to ‘shave a few strokes’ off their game.

So as long as you continue to see my email address at the end of this blog, drop me a line if you like. I promise you won’t receive an invoice and who knows, we may just find at the end of the exchange, a way we can both build new business…if not today, maybe next year.

If you are one of those who will file away 2009 as a challenging year, it is my sincere hope that the upcoming year will be better in all aspects.

Happy New Year everyone…thanks!


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell [at] cmconl.com

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I know a guy that is never wrong. Ever! I kid you not, if he hits a curb pulling into the grocery store, it is the @#$% engineer’s fault for not knowing how to design a parking lot.

Now, before any clients or prospects get the wrong idea (sorry, I could not resist) allow me to explain what I mean when I say I love it when I am wrong…I am not talking about ‘not in accordance with what is morally right’ but rather ‘in error’.

The reason I enjoy being wrong is that, through the years, as I have often been wrong, I learn and grow from each experience where what I thought to be true, turned out not to be so.

Therefore, in order to share my “growth” experiences, here is a list of things where I was quite wrong.

Sushi – I use to think that the only reason anyone would eat sushi is so they could say, “I eat sushi.” That there was no possible way it could, in fact, be something somebody would want to eat.

I was wrong.

Napoleon Dynamite – The friend who told me about this movie, in my mind and at the time, way over-sold it. There was no way it could be as brilliant and funny as he described and, to be honest, the first time I watched it I was only ‘half wrong’. However, after the second, third, fourth and fifth times…I revel in its humor and brilliance. (Vote for Pedro!)

I was wrong.

Bob Chinn’s Crab House – I have many favorite eating establishments in Chicago but one in particular was a Polish restaurant on Milwaukee Avenue called ‘Irene’s’. Years ago, before children, I happened to be in Chicago on business at the same time Lane, my wife, was and we both wanted to go to our favorite place. At that time, her’s was a place called Bob Chinn’s Crab House. I was convinced here was no way I would enjoy my meal there as much as I would Irene’s. Naturally, I lost that argument and am glad I did.

I was wrong.

Nirvana and Green Day – I will lump both of these together because, no pun intended, they are the same song, different verses. The popularity of each band preceded anything I had heard from either regarding their music. I convinced myself that there was no way there could be an ounce of real talent amongst them before hearing one single song.

I was wrong.

Time Management Course – I enjoy telling people that I have found a way to make a fairly decent living out of my ‘healthy amount of OCD’. Back in the day, before Palm Pilots were the rage, we were all encouraged to sign up for a time management course with a local company and the ‘trophy’ from attending was being able to walk around with this HUGE leather, three ring binder.

If you can remember Dr. Suess’ classic, ‘The Star Belly Sneetches’ it was very much a local case of ‘those with stars and those without.’ I prided myself on being organized ‘without’.

Push came to shove and I did end up taking the course, getting my large binder and loving the processes I learned then and still use today.

I was wrong.

Brazilian Jiu Jitsu – I had a passing fancy in high school and college with Tae Kwon Do and Aikido. Then, about ten years ago, I started reading about this family from Brazil, the Gracies, who had developed their own form of jiu jitsu and my first thought was, there is no way this new martial art can be all that. In order to keep this blog offering from going on and on and on…I will just say that my passion for Brazilian Jiu Jitsu has yet to find its match as far as items on my list of activities that are not work related.

I was wrong.

I could offer many more concrete examples of where I thought I knew the truth only to be shown otherwise. I am happy to report that the amount of time between such incidents has grown because I have learned to be more open-minded to new thoughts and ideas. I know this past year, I have learned a great deal that has helped build my business in ways I would not have thought possible…thanks in part to those gentle reminders of when I was wrong before.

I believe 2010 will be a better year business-wise than 2009…but I could be wrong.

If your sales are down or you have hit a sustained revenue plateau or even losing market share, what are you doing differently? What do you plan to do differently? Have you pulled out your business plan and reviewed it? Do you have a business plan or are you one of those who plan on one day having a business plan?

In today’s economy, as we try to build new business, is there any better time than today to look at new ways of doing things, listening to new ideas, trying new techniques, moving towards the 2.0 version of your company and/or yourself?

I don’t believe there is a better time than now to possibly prove ourselves wrong. I also don’t believe I am wrong about this one.


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell [at] cmconl.com

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I recently met with the head of an architectural firm who is trying to ‘re-invent’ himself due to the need of the particular specialty of design in which he has built his practice has pretty much disappeared. As we discussed various options, I could not help but to be reminded of one of the very first architectural clients I ever had.

This contract was to help develop a business and marketing plan for a very accomplished architect who was one of three partners of a well-known regional firm. For some reason, he decided to go out on his own with a new firm and start from scratch. I have a saying I have often repeated and will again now, ‘In all my years of being in the A/E/C industry, I have yet to meet an architect, engineer, contractor or sub, who started their own business because they wanted to be in sales.” This client may have been the epitome of that.

After we completed all the research and legwork for the business plan and after getting to know him, his goals and vision for his new venture, we began working on his marketing plan. I soon realized he needed some coaching on sales and marketing as that was going to be one of his main functions.

Following along the old line of, “The best way to appear sincere is to be sincere.”…I am a big believer that no one should be able to sell a company better than the owner. No, I am not saying owning a company suddenly turns one into Jeffrey Gitomer or Zig Ziglar but there is a lot to be said for being the one who has their ‘name on the door’ and their reputation at stake when marketing the goods and/or services of a company they own.

As we finished the marketing plan the last part of my contract was to help him with his presentation of why an interested party should hire his company. Since he was out of state, we decided we would meet at a restaurant on his next trip through Atlanta and role play the following scenario. I would be a businessman looking to develop my own office building and he would be the third architectural firm I was considering. Pretty simple.

After we met, ordered dinner, chatted and caught up, it was ‘show time’! I reached into my briefcase, pulled out his marketing package and went into character. “Joe, I appreciate you meeting with me and have to admit, I am very impressed with your brochure and portfolio. As you know, I am looking to develop a 20,000 square foot building and am trying to select an architectural firm that will be able to help me with this goal. Tell me why I should consider your firm.”

(Long pause…)

After what seemed like minutes, he finally looked at me and said, “I can’t do it.”

Not only could he not make a presentation on the how’s and why’s someone should consider his firm, he could not even make a ‘pretend’ presentation.
Granted, not everyone is cut out for sales, which, as a business development sales and marketing consultant is good news for me. However, I believe everyone in every company is in sales in some shape or form. So, after my client confessed his ‘stage fright’ we discussed techniques that would work for him and he left happy and not as concerned about his next presentation.

The reason I share this with you today is lately I have been inundated with calls and emails from people who, because of the economy, find themselves looking for new opportunities. I can sincerely tell you that I have a real heart for people in this situation as I have been there before. We all thought we would retire and die with CMD (Construction Market Data), my former employer, and when I got the message that I had a meeting with Human Resources in five minutes and just a few hours later, I was walking to the parking lot with a cardboard box of personal items and 13 years of memories, I too had to ‘re-invent’ myself.

My father is full of sayings and one that sticks out to me is ‘Can’t never could.’ The meaning of that is the shortest lesson in believing in yourself. There are many examples of people who came to greatness through a path they never dreamed. In today’s tough economy, these people are not necessarily looking for greatness, just a way to earn a living.

I will close with yet another saying I picked up along the way which I have found value in more than once. “Man can live for about 30 days without food, for about seven days without water, for about eight minutes without oxygen but not for one second without hope.”

I know it is easy to toss out a ‘hang in there’ to someone who seriously needs that one connection, that one lead, that one contact that will lead them to their next opportunity but if you are one of those people or know someone who is, whatever you do, don’t say, ‘I can’t do it.’ At least not where I can hear you. I know things are genuinely tough out there for many, many people but as long as one has hope, there will be less ‘I can’t do it’ mindsets.

Pardon me if I sounded a bit maudlin with this post but I truly love what I do, I truly enjoy seeing people build new business and truly enjoy helping others as best I can. If you are, or a friend, relative or neighbor is close to saying, ‘I can’t do it’…don’t stop…shoot me an email and I will send you my ‘New Opportunity Starter Kit’ which is really nothing more than a list of ideas, links and a short outline of ideas I have developed through the years. Because we do recruiting for the A/E/C industry, we get all kinds of calls from our friends or neighbors when someone is looking and though they are usually not a good candidate for our clients, the blueprint for finding something new is quite transferrable.

Many of the great achievements of the world were accomplished by tired and discouraged people who kept on working and had more hope than they had ‘I can’t do it.’


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell [at] cmconl.com

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This really is not so much a continuation of my last posting as it is a follow up discussion answering a few of the questions I received.

For those who read my last offering, you are aware that it was part of a unique ‘blog blast’ that I was privileged to have been a part of…six A/E/C marketplace bloggers all writing on the same topic, the perfect CRM.

My own take was to approach it from the perspective of using a CRM to manage leads, prospects and customers for building new business. I gave a little background on my history of working in the construction information business for 13 years and seeing how companies use and ‘misused’ the leads they purchased.

Allow me to steer off topic for just a bit and address the subject of paying for leads and say that Reed Construction Data, McGraw-Hill’s F.W. Dodge Reports, Construction Wire, CDC News, etc. are all good at what they do. I have used or consulted with companies using all of these and more and the main point I would like to make is that as helpful and useful as these leads are, the chances of their ‘uniqueness’ are slim to none. What I mean by that is, chances are, dozens and in some cases hundreds of your competitors are using the very same leads.

The difference is how one utilizes the information in those leads. Very much the same way I could play Phil Keaggy’s guitar or hit a few balls with Tiger’s driver, but the results would be much different. It is the old ‘where do you put the fulcrum for your lever?’ idea.

Now, on to the questions:

Q: How do I get ‘buy-in’ from my employees who I know are going to resist a new CRM system?

A: Well, there is always the “I am the general, you are the private, I out-rank you so do it!” approach, which I do not recommend as the initial presentation. This is simply nothing more than following the old business adage, “If you get them to help plan the fight, the less likely they are to fight the plan.”

This will require a much better understanding of what a CRM can do that your future users. This is where you, the boss, play the role of the consultant with your sales reps as your client. Most CRM’s are customizable and have more features than the average user will come close to using. Start by asking what their challenges are in tracking prospects, making sure you follow the shortest path from ‘stranger’ to loyal customer. Get their input from the beginning, hold round-table discussions, let them participate in the sales presentation from the vendor.

Q: We have employees all over the country, what challenges should I be aware of before implementing a CRM?

A: Easy…standards! This is what I call “Making the ‘Big-Mac’ taste the same.” What I mean by that is, if you buy a Big-Mac in Albuquerque, it will taste just like a Big-Mac you would buy in Atlanta. Make sure you develop standards for entry and use that are easy to understand and help you reach the goals you have set for implementing or upgrading your CRM.

Q: What do I need from a CRM?

A: This is a very open question but important because, depending upon one’s knowledge of and understanding of a CRM, it can be very easy to over or under buy. I worked with one company that spent several hundred, thousand dollars on a system that would take a lead or prospect information and weave it through their accounting, human resources and operations.

The system is very, very robust and if used properly can save a company tons of money. However, in this case, it was the equivalent of trying to kill a fly with a stick of dynamite. A good sales rep can make any CRM look like the best thing since penicillin so spend some time and effort understanding what you need and how you will use it before you begin your purchasing process.

Q: What is the biggest mistake a company makes in investing in a CRM?

A: Believing that purchasing a CRM is a ‘silver bullet’. I have said it before that the purchase alone of a CRM is much like the purchase of a ‘Bow-flex’…the purchase alone will do nothing for you. What will make a difference is the effective and continued use of one will.

In closing, I will admit that all of this plays well into my ‘healthy level of OCD’. And, yes, I admit that when it comes to discussing CRM’s, data standards, feature comparisons, execution plans, etc. the real inner geek in me comes alive but that is because of all my years in business, I have seen fewer programs that can help a company build new business and grow than a well-executed CRM system.


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell [at] cmconl.com

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Trying to define the perfect CRM is a lot like trying to define the perfect vacation, a perfect suit or a perfect meal…so much depends on so many qualities such as one’s goals, size and tastes.

Today’s Blog is a little different in that I have been fortunate to have been asked to take part in a joint effort to address this topic along with a group of my fellow A/E/C marketplace bloggers. (See Post Epilogue)

I will address my point of view from a perspective of working with companies in the commercial construction arena and with a background in lead generation and CRM consulting. Bear with me just a moment while I bore you with a bit of my resume that will, I believe, flavor my offering from a somewhat unique perspective.

The first 13 years of my career, I worked for a company called ‘Construction Market Data’ which became ‘Reed Construction Data’. As a company, we gathered project data by calling on architects, owners, developers, general contractors, municipalities and more. We entered the data into a proprietary database which was actually a very elaborate CRM.

At any one time, we would be tracking literally tens of thousands of project leads ranging from the time a building was nothing but a glimmer in a developer’s eye, through the various stages of design, the bidding process to finally announcing who was awarded the major sub trades.

In tracking a construction project through this timeline, we would include such key roles as the owner, the architect, the structural, mechanical, electrical engineers, bonding information, bid date and time, plan and addendum availability, size, scope, structural details, etc. In other words, a lot of data was attached to a ‘single entry’.

During my tenure at CMD/Reed, I was in charge of training every researcher and sales rep on the ‘in’s out out’s’ of how we gathered data, developed relationships with our sources, how the data was entered, stored and retrieved. Near the end of my time there, I was responsible for managing our national accounts which included pushing the data to their CRM systems and making sure they used this data to their best ability. Our accounts would range from small subcontractors to multi-billion dollar corporations paying hundreds of thousands of dollars a year for these leads.

Now with that painful review done, I will fast forward to today and share that I make a fair portion of my living consulting with companies on their CRM system, particularly as it relates to their sales and marketing, and have seen many companies under/over shoot the mark in their quest for the perfect CRM.

I have written about the importance of leads for building new business before and today’s topic goes hand in hand with managing past, present and future pricing opportunities. While a CRM has many, many features and benefits, I am more specifically concerned about using it to build new business.

When I am consulting with a client on how to manage their CRM, the first thing I try to get them to understand that investing in any CMR system is much like buying a Bowflex™. Buying the Bowflex™ does not get your body to look like the guy in the commercial but rather the continued and effective use of it does. In other words, buying a CRM is not a solution. How you use it is.

A CRM system is nothing more than a tool and it will be most effective when the particular needs of a company are woven into the ‘routine’ of the end user. Software is not the only part of a successful CRM system.

Whether one knows it or not, every single company in America has a current CRM system. It may be nothing more than, on the low end, index cards, filed by date for when to call a prospect/account all the way up to an enterprise wide system that integrates with accounting, production, finance, fulfillment, etc. costing several hundred thousands of dollars

To find the perfect CRM, a company needs to clearly define what it wants to accomplish by upgrading their current system. Often, a business does not even know what questions to ask and can often be mesmerized by bells and whistles that look great during the presentation though offer very little real value as far as meeting their specific goals.

When compiling one’s ‘wish list’ or even better yet, designing your ‘plan and specifications’ for your CRM consider the following, each of which could deserve an entire blog:

• Budget Reporting • Analytics Goals • Training • Expandability • Integration • Security • Success Factors • Data Storage • Implementation Plan • Marketing • Measuring ROI • Support • Data Entry Standards • Data Import • Back Office • Mobile Access • Customization • Forecasting • Pipeline Management

And more…

In short, I believe the perfect CRM system does not exist but there are some systems that are more ‘perfect’ than others. The key to finding the more perfect solution is to understand what you want from this investment.

This is a topic near and dear to my business heart and I am nowhere near a skillful enough writer to address this topic entirely in one blog. If you have any questions, feel free to ask and maybe we can carry this discussion further. In the mean time, I encourage you to read what my colleagues have to say on this subject via the links below.

In short, when it comes to investing in, and trying to find the perfect CRM, measure twice, cut once.


Post Epilogue

The Perfect CRM is a series of essays by industry experts on the topic of client relationship management tools. Each expert draws upon years of experience to outline their vision of the perfect CRM system. This exercise provides you with new insights into what works, what doesn’t work, and what you should consider when implementing a CRM system.

The experts include:

Ford Harding, Author of Rainmaking – 2nd Edition (http://www.hardingco.com/blog/)
Tim Klabunde, Author of the CRM Chapter in the Marketing Handbook for the Design and Construction Professional (www.Cofebuz.com)
Bernie Siben, Author of A Horse of a Different Color: Marketing in the Public Sector (http://builtenvironment.blogs.com/)
Bobby Darnell, Former Director of National Accounts at Reed Construction Data (http://buildingnewbusiness.com/)
Mel Lester, Owner of the Business Edge (http://www.blog-bizedge.biz/ )
Matt Handal, Contributing Editor of SMPS Marketer (http://www.helpeverybodyeveryday.com )

Visit these sites to read each experts take on the perfect CRM.


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell@cmconl.com

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I have a ‘malady’ that I have suffered with for many, many years. Nothing serious at all but nonetheless, something I struggle with on a monthly basis…I subscribe to more magazines than I can possibly read. I am to magazines what Imelda Marcos was to shoes. However, though I do not read each issue in its entirety, I will not let one go until I have had a chance to go through each and every page.

Why the obsession with magazines? It is more of my obsession with ideas. While I do indeed read a good portion of the articles, I will view each page, looking for some new website, blog, company, service, software, etc. that can be an advantage to me and/or my clients.

In a recent issue of a construction magazine, I noticed a clever ad that showed your ‘typical’ general contractor standing on a job site surrounded by ‘text’ mentioning all the many items he was responsible for juggling and thus begging the question, about who has time to shop for insurance.

I mention all of that to make the following point. Part of what we do is exactly that…we do the research and due diligence for some of our clients who are too busy to find out if they are actually using ‘the latest and greatest’ or getting the most bang for their buck on certain goods and services.

I am currently working with one company as they evaluate their project management system. In doing so, as I was spending some time performing my daily ‘LinkedIn’ ritual, I came across a contact for a company that had a new system that intrigued me. I checked out their website, found it promising enough to inquire for more information.

The representative for that company wrote me back and said the best way to explain the system would be to do a walk through via an online presentation. I agreed and we set up a date and time.

The next thing I know, I receive and email from someone representing the company, but not the sales person whom I had set up the demo. Their email simply read:

Good Morning Bobby. I took a look at your web site and your company isn’t a fit for what we are looking for to be part of XXXXXX XXX. Sorry for any confusion and I will be cancelling our go to meeting today.

In a word: Aamazing!

This company, who offers a project management solution, decides to do its due diligence after setting up a presentation.

I write back with:


No worries.

I was going to view your system for one of our largest clients, a retail service, construction and facilities maintenance provider.

They currently have 300 full-time employees coast to coast and do national rollouts and projects for retailers and did work in all 50 states last year.

They have been using XXXXXX and we are looking a XXXX XXXXX as an alternative. I very well may have misunderstood what your system can do.

Best of luck…

It did not take long for me to receive the following email:

Ok I didn’t know that. XXX is out today…, so I had very little information on this. Now that you mentioned your client I feel we should keep the meeting. If you want we can do it earlier too.

Sorry Charlie! If that is an example of how you manage your prospecting, I cannot imagine I would be impressed with your project management software and even if I was, I cannot imagine I would be impressed with your customer service. ‘Ready, fire, aim,’ is never a good way to do business.

Now, before you write and tell me I am cutting off my nose to spite my face, understand that if there were just three project managements systems out there, I would not be so quick to dismiss this one. But I did my due diligence before I inquired and wanted to view their system so this was not just a ‘knee-jerk’ reaction on my part.

Granted, in today’s economy those in charge of building new business may be tempted to set up as many appointments, presentations, meetings, etc. as they possibly can, but a little qualification before the appointment is, in my opinion, much better than after.


Bobby Darnell is the founder and Principal of Construction Market Consultants, Inc. An Atlanta based management consulting group specializing in business development, sales, marketing and profitability as well as executive placement for the Architectural, Engineering and Construction industry.


Bobby can be reached at bobbydarnell@cmconl.com

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