{"id":3656,"date":"2017-06-15T18:17:07","date_gmt":"2017-06-15T23:17:07","guid":{"rendered":"http:\/\/etereman.com\/remanu\/?p=3656"},"modified":"2017-06-15T18:17:07","modified_gmt":"2017-06-15T23:17:07","slug":"building-projects-and-relationships-in-the-dark","status":"publish","type":"post","link":"https:\/\/etereman.com\/remanu\/2017\/06\/15\/building-projects-and-relationships-in-the-dark\/","title":{"rendered":"Building Projects (and Relationships) in the Dark"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3657 aligncenter\" src=\"http:\/\/etereman.com\/remanu\/wp-content\/uploads\/2017\/06\/IMG_3466-e1497567851243.jpg\" alt=\"\" width=\"600\" height=\"383\" srcset=\"https:\/\/etereman.com\/remanu\/wp-content\/uploads\/sites\/2\/2017\/06\/IMG_3466-e1497567851243.jpg 600w, https:\/\/etereman.com\/remanu\/wp-content\/uploads\/sites\/2\/2017\/06\/IMG_3466-e1497567851243-300x192.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><br \/>\nREMAN U is a place for stories. This post is no exception, but I\u2019m going to go slightly off-script and start by telling you the moral to this story: <strong>most businesses hurt their relationships with customers because they don\u2019t apply the same project management skills<\/strong> <strong>that they use in the shop when working with them.<\/strong><br \/>\nNow the story\u2026<br \/>\nImagine with me for a moment: you and your team are working together to build a project vehicle. Because of scheduling challenges, each of you has to take separate turns doing the work. When your turn arrives, you enter the workspace to find all the parts you\u2019ll need. It\u2019s obvious something has been done\u2026 but it\u2019s not at all clear how far and where your predecessor left off. You spend the first several minutes of your time figuring out what\u2019s been done and then get to work.<br \/>\nA bit later your turn comes around again and, once more, work has been done but you need to figure out what and where so that you can begin. This time, it takes longer to figure out and you can do less actual work moving the project forward. In fact, each time you come back to the project you need to spend more time figuring where you should begin and less time actually working.<br \/>\nSounds like a nightmare? At a recent staff meeting, I subjected my teammates to this very scenario.<br \/>\nEach small group was tasked with building Star Wars Lego vehicles. The catch? I had blacked out all the step numbers in their instructions and had each person close the booklet between turns to assemble. Suffice it to say, no projects got completed and very few even made it past the first third in the time allotted.<br \/>\nThen, we did it all again.<br \/>\nThis time, their instructions had clear step numbers, and they could leave the book open to their last page. In short, they could tell their teammates exactly where they left off. This time around, several projects were (very nearly) completed and everyone made it MUCH farther along.<br \/>\nThese results aren\u2019t shocking \u2013 the most basic elements of project management are to document what\u2019s been done and what\u2019s next to do. But here\u2019s the thing: I\u2019d be willing to bet that there is one crucial place where you ARE still running processes in the dark &#8211; <em>customer relationship building<\/em>.<br \/>\nDo any of these sound like your recent customer interactions?<\/p>\n<ul>\n<li>You search among post-it notes and message slips to see if you\u2019ve heard from them\/what they\u2019ve told you. Maybe you find something, or maybe\u2026<\/li>\n<li>Your customer has to be put on hold while you ask around to see who talked to them last. Hopefully that works, but perhaps\u2026<\/li>\n<li>You ask them the same question someone else (or even you) asked them before. Maybe you tell them you\u2019ll call them back, but then\u2026<\/li>\n<li>Your customer contacts you to follow-up on a request that you were ready to answer hours before. Or, perhaps worse\u2026<\/li>\n<li>You tell your customer information that someone else (or even you) had already told them.<\/li>\n<\/ul>\n<p>None of these are a big deal by themselves (everyone gets busy), but <strong>in a small, subtle way you are telling your customer that something\/someone is more important than them<\/strong>. Even if every other part of your service is great, with enough interactions, these sorts of experiences can drive your customers to someone else \u2013 someone who cares enough about them to remember what\u2019s been said and done before.<br \/>\nSpeaking as someone with roughly the memory of a particularly forgetful petunia plant, I can tell you that the answer is very rarely to \u2018just remember better\u2019. Instead, a Relationship Management process is called for. You very likely already manage your customers through some sort of process (if not \u2013 stay tuned here because that\u2019s my next article topic), so the next place to go is to a better tool.<\/p>\n<ul>\n<li><strong>CRM (Customer Relationship Management) Software <\/strong>\u2013 Certainly, this is the most sophisticated tool for the job. They range from complicated multi-use platforms like <a href=\"http:\/\/www.salesforce.com\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce<\/a>\u00a0to simpler tools like <a href=\"https:\/\/highrisehq.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Highrise CRM<\/a>. Many shop management programs even come with some limited CRM functionality that you may already have. That said, even the easiest ones can be difficult to implement. It\u2019s better to implement something than nothing, so if CRM software isn\u2019t for you, you can try\u2026<\/li>\n<li><strong>A note-taking program like OneNote, EverNote or SimpleNote \u2013 <\/strong>These tools allow you to create notes and categorize them in any number of categories. For customer relationship management, create a folder\/category for each customer and then add notes with each interaction. It\u2019s searchable, shareable, and even accessible from your mobile device. That said, software isn\u2019t for everyone and internet connections aren\u2019t always great, so there\u2019s always\u2026<\/li>\n<li><strong>A Customer Journal \u2013 <\/strong>Keep file folders, a book, or even just a notepad with a page\/section for each customer. Take notes on each of your interactions with the customer and then you\u2019ll have a single place where each person can look at what\u2019s happened before. This more basic approach is easy to implement quickly, but could be hard to maintain as time passes.<\/li>\n<\/ul>\n<p><strong>Don\u2019t Forget the Process: <\/strong>All of these suggestions are just tools. Without a defined process and discipline to follow it, the tools will not bring you success on their own.<br \/>\nNo matter how you approach the challenge of customer relationship management, the crucial first step is realizing that it IS a challenge and it\u2019s one that needs to be changed. When your vehicle (or lego) project isn\u2019t managed well, the frustration is limited to you. When your customer relationships aren\u2019t managed well, your customers go away.<br \/>\nDon\u2019t let them think you don\u2019t care about them, and you\u2019ll never have to figure out how to get them to come back.<\/p>\n<hr \/>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignleft size-full wp-image-3658\" src=\"http:\/\/etereman.com\/remanu\/wp-content\/uploads\/2017\/06\/AVA_JY_blog-e1497568245653.png\" alt=\"\" width=\"150\" height=\"150\" \/><em>If you ask Jim, aka the Sales Enabler, building customer relationships isn&#8217;t unlike building a project car &#8211; or a Lego version. And in all cases, it&#8217;s best not to be flying blind. Like what Jim has to say? Join the conversation below or <a href=\"mailto:jyoung@etereman.com\">connect with him directly<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>REMAN U is a place for stories. This post is no exception, but I\u2019m going to go slightly off-script and start by telling you the moral to this story: most businesses hurt their relationships with customers because they don\u2019t apply the same project management skills that they use in the shop when working with them. [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":3657,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[4,12],"tags":[307,574,20,576],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Building Projects (and Relationships) in the Dark - REMANU<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/etereman.com\/remanu\/2017\/06\/15\/building-projects-and-relationships-in-the-dark\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Building Projects (and Relationships) in the Dark - REMANU\" \/>\n<meta property=\"og:description\" content=\"REMAN U is a place for stories. 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