How to Capture an Expert’s Value: 12 Tips

by Rosa Say

With Ho‘okipa as our focus for the month, it seemed like the perfect time to bring back this article, one I had written for Lifehack.org just short of two years ago.

Initially I felt a bit strange about writing this, not wanting my suggestions to sound like the personal laundry list of a presumptuous author, but it has since proved to be one that several of my customers and newsletter subscribers have told me they greatly appreciated, since booking speakers is not an everyday occurrence for them. So here it is again, just lightly edited without the holiday framing it first contained.

In one sentence, it describes what happens when someone hires me as a speaker, and they decide we’ll become friends with a professional relationship by the time the engagement is over.

Think about this for a moment. When you hire someone — to do anything for you, anything at all  — what lasting effect will they have on your life? What lasting effect will you have on theirs? What kind of opportunities might you be missing?

If you are going to spend some time with a new acquaintance, is that valuable time captured, or is it squandered away and wasted?

When you boil an engagement down to its essence, people want me to speak at an event because they are looking for some kind of inspiration or motivation. When they treat me as a vendor I do make sure they get that shot of inspiration they are expecting. However when they treat me as a prospective collaborator on their vision of greater possibility, that’s what they get.

How to Capture an Expert’s Value: 12 Tips

In bringing Managing with Aloha to the world of business I speak a lot; everything from 20-minute keynotes to week-long seminars and retreats. I love it, and in this past week I’ve enjoyed some truly terrific speaking engagements. They were terrific because my clients were terrific, and I felt I wasn’t just a hired gun; we collaborated on the design of my presentation, and they gave me the opportunity to give more than just another speech.

With my very last presentation I had the pleasure of staying in a magnificent hotel, and part of my fee arrangement included an extra night’s stay so that I could end my time with them much more leisurely than I normally have the opportunity to do. Their offer was irresistible to me and I took advantage of it. Smartly, so did they; it was a win for both of us. They helped me create a defining moment for them and their company.

The entire experience caused me to reflect back on all my speaking over the last year, and I thought of all the clients associated with them — the good, the bad, and fortunately none I would call the ugly! With Ho‘okipa (the value of selfless hospitality) so fresh in mind for us, I thought I’d share with you my best clients’ smarts.

There have been those clients who took full advantage of our engagement knowing how I am more coach than consultant by nature, and I think they were exceptionally clever. By the time our project was over they had received oodles of free coaching from me, and I didn’t mind one bit. In fact, they usually left me wishing that all my clients were just like them. This is how they did it.

1. First, I didn’t intimidate them. All of 5’1” and soft spoken when I’m off-stage I’m not an intimidating person, however they didn’t let my “expert” and “author” aura and reputation hold them back either. They took the time to have telephone conversations with me and get to know me. They shared their objectives with me, and the stories of why they called me in the first place. In short, they got me to know them, like them, and want to help them as new friends who had a vision and mission similar to mine.

2. If I was traveling to see them, they played meeting planner and travel agent, booking as much of my “free time” as possible, before I filled in the blanks myself. As managers and leaders, they’d get my free advice over morning coffee the day of my seminar, or because they picked me up from the airport instead of sending a driver for me. They entertained me and gave me the niceties of “VIP service” so that I’d “pay” them for it with my knowledge and some free coaching, knowing that I love to give it!

3. They got me to use their products and services during my stay, whatever they were. They asked me to test them, and offer suggestions. My “thing” is management and leadership in business, and I travel a lot. I get welcomed into many different companies, perhaps including their competitors, and others they should benchmark. I am not going to disclose anything I shouldn’t. Still, knowing my frame of reference, they considered me a living, breathing, opinionated “guest comment card” for what they offer.

4. They understood that those of us who speak are always looking for new stories and new examples to pepper our presentations with personalization (say that quickly 3 times!) and they took me on plant/ property/ company tours, and introduced me to many of the people who would be in my audience both before and after my presentation so we’d make a personal connection.

5. Along those same lines, they deliberately set out to be my newest fresh-in-mind and memorable “great story,” the one I would take to future speeches in future places, giving them fantastic, highly favorable free press in the process. Knowing I speak to thousands and thousands of your prospective customers each year, and that people ask me for my recommendations all the time, what would you like me to say to them about you?

6. Most speakers, me included, are eager learners, always on the prowl for opportunities to meet the visionaries, movers and shakers in an organization. We love to interview the big shots and get inside their heads. My best clients, the ones determined to make MWA part of their culture going forward, used me to secure their boss’s buy-in because they gave me the golden opportunity to discuss vision and mission with them.

7. If I were just one speaker in their conference, they invited me to the entire affair so that I would be available to their participants both on stage and off. You can bet this strategy also made me pretty competitive, and determined to be their best speaker, and the one sharing the most aloha with their people.

8. They understood that they’d be flushing their money down the drain if my presentation needs were not taken care of (audio-visual, lighting, desired room logistics) and if I was not well seen, heard, and experienced by the audience. They kept the venue as intimate as possible, and they ensured that I wasn’t competing with any digital distractions (no cellphones and blackberries!)

9. They had read my book, or at least had skimmed it pretty thoroughly and read the book reviews. They were very familiar with my blog and website. They distributed an article I’d written to their audience ahead of time in a newsletter, announcement, or email blitz to create some anticipation and excitement, and so they’d start thinking of questions for me.

10. They asked me to help them with my introduction before my presentation, i.e. What part of your bio should I mention? and — the part most people miss — they asked how they should end it, i.e. if they were offering my book at a special price, my website links for continuing MWA education, if I was sticking around for the remainder of their conference etc. Speakers don’t like to end presentations with a sales pitch — even free resources sound like less than a good deal. When the organizer does it, they get the credibility for negotiating that free e-book out of me exclusively for their audience.

11. If they have asked me to include a Q&A time, they planted people with good questions to start us off with, questions on things they wanted me to cover briefly anyway. Better than a Q&A time, they scheduled round-table discussions immediately after my presentation, asking their groups to come up with Next Action idea lists connected with it, and asking me to remain and walk the room as speaker turned coach — what I do best!

12. They scheduled a post event debrief with me. The more involved and longer my engagement, and the more of your people I meet, the more feedback I am going to have for you. Will you secure your opportunity to get it out of me, or are you letting me escape with it as you politely say thank you and goodbye? They ask the critical question in this debrief: What is your advice on how we use your message within our organizational culture, so the learning sticks?

Think about these things the next time you hire any consultant or expert — they are part of your being the best host you can be, however they are tips that will also get you your money’s worth.

All you speakers out there in cyberland and blogsville (and I know there are several of you), please chime in the comments here if you feel I’ve missed something. What have your best hosts and hostesses done for you when you teach, speak and present?

Related article: The Relationship Quotient; what’s yours?

{ 1 trackback }

Talking Story: Speaking. I LOVE it. That’s why I charge for it...
May 19, 2010 at 12:18 am

{ 6 comments… read them below or add one }

Wally Bock July 23, 2007 at 8:48 am

Great post, Rosa. I have different needs in regard to number four.
As a general rule, seeing the factory doesn’t help me much. What does help is talking to the people involved in the selection and training of people for their first leadership/supervision job and people who understand the company and industry.
What I really value is a contact at the company who will help me find the people and information I need easily and without lots of follow-up.

Reply

Rosa Say July 26, 2007 at 12:32 pm

That is such a great add Wally, thank you! I too have found that connecting the right person with ease of best follow-up is worth more than pure gold.
Going back to number four, I find it so helpful to understand the atmosphere of the workplace because creating a better one is core to so many of my speaking topics. However I so agree that the people connection does trump so much, and without that tour I try to be sure I can get to a gig early enough to mingle with my audience and get a better feel for who they are.

Reply

Ken Partain August 1, 2007 at 10:31 am

Hi Rosa,
Thank you for sharing these twelve items. I have thought about each and every one as I do a presentation or give a speech but never really put them into a list like yours. And right along with item #2, I’m never surprised at the amount of coaching/consulting I end up giving (at no extra cost) if a host simply asks me to join them for lunch or dinner.
We can certainly set our expectations by this list without being disappointed if our host falls short.
Thank you,
Ken

Reply

Rosa Say August 1, 2007 at 12:24 pm

Absolutely Ken. Since I put this together I have used it for my own reality checks in being very honest about if I made it easy for them to work with me in this way.
It has also proved very useful for my virtual assistant to ask people leading questions when they call to book a speaking engagement with me; she has edited this down to a quick glance kind of checklist for her own use.

Reply

Talking Story with Say Leadership Coaching February 10, 2008 at 9:21 am

How good (and gracious) a Receiver are you?

Is good and gracious receiving highly regarded, and thoughtfully and deliberately promoted and fostered in your organizational culture? How do you do it? Some back-story to where I’m coming from on this: Our Sunday Mālama feature for Managing with Aloha

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Managing with Aloha Coaching April 20, 2008 at 1:00 am

The sentence I hear from YOUR people in YOUR workplace classroom

MY MANA‘O ~ ~ ~ If you are new to MWAC, Sunday Mālama is when we mix it up here. I may offer an extreme tangent to our current value of the month (for April: Mellow Maintenance Mālama), or write

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