Master The Simple

A relatively new client who hired me to work on business development asked me this week about using Twitter and mobile marketing to push blog and newsletter content.  Interesting idea, except that this client doesn’t yet have a blog or a newsletter!  When I pointed that out, she  pushed back at first, telling me that she wants to make the best use possible of technology. Fine, I said, but once you know what that is, what will you be able to do with it?  She was quiet for a few seconds, then she chuckled and said yes, but it’s much easier to think about how to distribute articles than to write them.  So true, isn’t it?

That reminded me of one of the keys to any kind of development:  build the foundation first.  As any of you who have heard me talk about business development (or who have read The Reluctant Rainmaker) know, I’m in favor of repurposing your work in as many ways as possible and getting it out to the widest effective audience possible.  With today’s technology, that can mean using so many different avenues.

A slight diversion — but stay with me, because it does relate.  This weekend, I decided to look for a fairly simple white bookcase.  I checked the Ikea website, and I found 16 pages of white bookcases.  Tall, short, with glass doors and without, with narrow shelves or deep shelves, and on and on and on.  I had so many options that I felt paralyzed.  How could I possibly decide among that many white bookcases?  All told, I probably spent 20 or 30 minutes browsing bookcases and comparing them, and that time was basically wasted because the choices were too numerous for me to get anywhere.  Without more context, the various styles meant nothing to me.

That’s what happens to some lawyers as they think about business development:  the options are so numerous that it’s easy to get paralyzed.  Should you focus on writing or speaking or networking?  If it’s writing, should it be in traditional journals or on a blog?  If networking, should it be with lawyers or in an industry group, or should you focus on social online?  Creating a business development plan is the first step I recommend, because it will help you to cut through all of those options without getting overwhelmed.

As you plan, though, I recommend simplifying and doing first things first.  Do you want to focus on building interpersonal relationships, which will lead to new business if built strategically and mined appropriately?  Or should you focus first on building your substantive knowledge, skills, and credibility?  Whichever you answered, what’s  the most important thing for you to do right now to reach that goal?  Do that.

In other words, before you spend hours on Twitter or Facebook or LinkedIn, meet face-to-face with a group of people who are your ideal clients or who can refer you to your ideal clients.  As fabulous as online networking can be, it rarely if ever will replace face-to-face conversation.  Before you explore how to use video to get your presentations online for the world to see, make some presentations in real-time in front of the right audience.  Build your foundation, and then expand it.

Am I encouraging you to forego technology?  Absolutely not.  But you must have a firm foundation built before you begin to exploit the wonders of technology.  Simplify, and master the simplest step before you expand to more complicated steps.

The No [Censored] Rule

The No [Censored] Rule
By Robert Sutton, Ph.D.

Note:  To avoid triggering filters, I’m substituting the word “jerk” for the censored word in the title.  You can see the original in the image.

Dr. Robert I. Sutton is a champion of the civilized workplace, created and maintained through careful enforcement of the no “jerk” rule.  Expanding and deepending his 2004 Harvard Business Review article entitled “More Trouble Then They’re Worth,” Sutton’s 2007 book The No [Censored] Rule offers valuable tips for eliminating or avoiding nasty people in business.  As its tag line promises, this truly is “the definitive guide to working with — and surviving — workplace bullies, creeps, jerks, tyrants, tormentors, despots, and egomaniacs.”

In less than 200 entertaining pages, Sutton explains how to identify a workplace jerk (even how to tell if you’re the jerk) and describes the damage these jerks wreak on the organizations in which they work and the clients and colleagues with whom they come into contact.  He also addresses how to handle a workplace jerk, while warning of the dangers of “jerk poisoning.”  According to Sutton, a jerk is one who oppresses, humiliates, de-energizes, or belittles his target (generally someone less powerful than himself), causing the target to feel worse about herself following an interaction with the jerk.   (And, as his numerous examples prove, this behavior is not by any means limited to male perpetrators or female victims.)

These jerks use tactics such as personal insults, sarcasm and teasing as vehicles for insults, shaming, and treating people as if they’re invisible to deman others.  This behavior is sometimes hard to distinguish from routine bad behavior, but (like obscenity) you’re likely to know it when you see it.  Sutton distinguishes temporary jerks (because, as he notes, we all have the potential to act like jerks at times, particularly when we’re stressed) from certified jerks, who routinely show themselves to be nasty people.  The latter, he argues, must go.  He also carefully distinguishes constructive, even noisy, arguments about ideas from behavior that descends into a nasty personal attack and disavows any hint that spineless or obsequious people are the preferred alternative to jerks.

Having diagnosed the problem, Sutton then recommends how to implement and enforce a “no jerk rule,” how a jerk may reform himself/herself, and how to survive working in nasty environments or with nasty people.  Survival mechanisms include looking for small wins that allow you to sustain (or regain) confidence and a sense of control, reframing the situation and detaching from it, limiting exposure to the jerk, building situations of “safety, support, and sanity,” fighting and winning the right small battles, and leaving the job that’s put you in contact with the jerk.

Sutton also discusses the dangerous topic of the benefits of the jerk’s behavior, such as motivating fear-driven performance and perfectionism.  Though he is careful to note that these benefits don’t justify bad behavior, the “virtues of nastiness” are as real as the damage nastiness causes.  Sutton includes five key tips for those who want to be effective jerks, while noting that even these tips are inherently dangerous:

  1. Expressing anger, even nastiness, can be an effective method for grabbing and keeping power.
  2. Nastiness and intimidation are especially effective for vanquishing competitors.
  3. If you demean your people to motivate them, alternate it with (at least occasional) encouragement and praise.
  4. Create a “toxic tandem” with someone who will play good cop to your bad cop.
  5. Being all jerk, all the time, won’t work.

Although the jerk partner (or senior associate or paralegal or…) is, unfortunately, almost an archetype in law firm life, it’s just as important to identify nasty clients — or better yet, nasty potential clients.  Those are the clients who will demand and demean, who will push good lawyers to make bad arguments, who will cause their lawyers untold stress.  Lawyers must know when to refuse a case, and evaluating the cost of representing a jerk is a critical underlying skill.  Check this previous blog post for tips on identifying red flags for potentially difficult or nasty clients.

4 Steps To Growing Your Leadership Presence

When you talk, you want others to listen, right?  Whether it’s a now-or-never event (making a key point in an oral argument, for instance) or one in a long stream of communications (talking with a colleague about some aspect of a representation), getting your point across and making some sort of advance in what you’re doing is probably at the top of your list every time you open your mouth.

How you present yourself, how you communicate, how you listen, how you connect, and how you respond to feedback you receive creates leadership presence.  Think about stage presence, that indefinable something that makes magic as soon as an actor steps onto a stage.  Leadership presence is the business version of stage presence.

Leadership presence can be cultivated.  Belle Linda Halpern and Kathe Lubar of The Ariel Group wrote a book titled Leadership Presence, in which they outline the PRES model.  To develop your own presence, consider these aspects:

P – Being Present.  Being “present” means being fully focused on what’s going on in the time and space you’re occupying, so that you’re able to respond to whatever happens, however, unexpected it may be.

R – Reaching Out.  Leaders must listen to others and build authentic relationships.  Emotional intelligence plays a significant role in reaching out to others in a genuine and effective way.

E – Expressiveness.  Use your words, your body language, and the tone and rate of your speech to express your message, and ensure that each of these routes for communication is congruent with the others.  We’ve probably all seen someone who shakes his head in a “no” gesture while saying, “What a great idea,” or a manager who stands in front of a group to announce an “exciting new initiative with lots of opportunities for us to do well,” while her body is slumped and her voice is halting and quiet.  Harness the power of communication and express your message clearly.

S – Self-knowing.  Effective leaders tend to be self-aware, authentic regardless of situation or circumstance, and guided by core values and priorities.  Bill George uses the analogy of True North in his book of the same title.  A leader who knows her True North and acts accordingly will exhibit a stronger presence than one who shifts based on context.

Practice using “PRES” when you speak over the next few days or weeks.  Notice how you feel and how others respond to you.  Notice where you feel comfortable and where perhaps you need additional practice.  And notice, most importantly, the effect your presence has on your leadership.

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21 Laws of Leadership

The 21 Irrefutable Laws of Leadership:  Follow Them And People Will Follow You

by John C. Maxwell

 The subtitle of Maxwell’s book is “Follow Them, and People Will Follow You.”  Each time I read that line, I hear a rejoinder in my head:  “Don’t follow them, and people won’t follow you.”  Revised and updated in 2007 for the 10th anniversary of The 21 Irrefutable Laws, this book is rightly regarded as a foundational piece of the leadership literature.

As the title indicates, Maxwell presents 21 laws of leadership, all of which are free-standing and yet buttressed by one another.  You can learn quite a bit simply by reviewing the 21 laws with Maxwell’s brief explanation of each:

  1. The Law of the Lid:  Leadership Ability Determines A Person’s Level of Effectiveness
  2. The Law of Influence:  The True Measure of Leadership Is Influence — Nothing More, Nothing Less
  3. The Law of Process:  Leadership Develops Daily, Not In A Day
  4. The Law of Navigation:  Anyone Can Steer The Ship, But It Takes A Leader To Change The Course
  5. The Law of Addition:  Leaders Add Value By Serving Others
  6. The Law of Solid Ground:  Trust Is The Foundation of Leadership
  7. The Law of Respect:  People Naturally Follow Leaders Stronger Than Themselves
  8. The Law of Intuition:  Leaders Evaluate Everything With A Leadership Bias
  9. The Law of Magnetism:  Who You Are Is Who You Attract
  10. The Law of Connection:  Leaders Touch A Heart Before They Ask For A Hand
  11. The Law of the Inner Circle:  A Leader’s Potential Is Determined By Those Closest To Him
  12. The Law of Empowerment:  Only Secure Leaders Give Power To Others
  13. The Law of the Picture:  People Do What People See
  14. The Law of Buy-In:  People Buy Into The Leader, Then The Vision
  15. The Law of Victory:  Leaders Find A Way For The Team To Win
  16. The Law of the Big Mo:  Momentum Is A Leader’s Best Friend
  17. The Law of Priorities:  Leaders Understand That Activity Is Not Necessarily Accomplishment
  18. The Law of Sacrifice:  A Leader Must Give Up to Go Up
  19. The Law of Timing:  When To Lead Is As Important As What To Do And Where To Go
  20. The Law of Explosive Growth:  To Add Growth, Lead Followers — To Multiply, Lead Leaders
  21. The Law of Legacy:  A Leader’s Lasting Value Is Measured By Succession

My favorite law, the umbrella under which all of the other laws fall, is the Law of Process.  Leadership can’t be developed in a day or a week.  Instead, it grows and becomes refined through a lifetime of self-management, skills acquisition, and relationships:

If you continually invest in your leadership development, letting your ‘assets’ compound, the inevitable result is growth over time.  What can you see when you look at a person’s daily agenda?  Priorities, passion, abilities, relationships, attitude, personal disciplines, vision, and influence.  See what a person is doing every day, day after day, and you’ll know who that person is and what he or she is becoming.

Often, when I speak to newer lawyers about leadership development, someone in the group will ask why a new graduate in the first few years of practice should be concerned with leadership development, since they’re at the bottom of the totem pole.  My answer is three-fold.

First, it’s critical for every lawyer to lead him- or herself and to develop a strong foundation in self-management.

Second, usually even “bottom of the totem pole” lawyers soon have an opportunity to lead something, whether it’s a document review team or a subcommittee.

And third, as Maxwell writes, “champions don’t become champions in the ring — they are merely recognized there.”  If a lawyer waits until a leadership position is on the horizon to begin developing good leadership skills, the position may never present itself, or if it does, the lawyer will lack the necessary skills to thrive in that position.  (Incidentally, point 3 is well illustrated in Maxwell’s first law, the Law of the Lid.)

What’s in it for lawyers?  Although each of The 21 Irrefutable Laws is important for leadership development, perhaps none speaks to the profession in quite the same way as the Law of Explosive Growth.  That law holds that leaders who develop leaders create an organization that can achieve explosive growth, since “for every leader they develop, they also receive the value of all of that leader’s followers.”  Imagine the potential for enormous and sustainable growth in a law firm in which leaders are developed.

Read one chapter a week and apply what you learn.  Without question, you will grow as a leader, and you’ll see the difference in your day-to-day life and practice, with clients, and in whatever leadership roles you may hold.

Burning the candle at both ends?

I burn my candle at both ends
It will not last the night.
But ah my foes and oh my friends
It gives a lovely light.
Edna St. Vincent Millay

What do you think when you read this?  If you’re like many lawyers, you felt a flutter of recognition — perhaps just before you recoiled at the idea that, perhaps your candle won’t “last the night.”  It’s just the weak who can’t burn and burn and burn, right?

Sustainability isn’t an exciting word, and most of us don’t see it as something to aim for.  After all, we tend to want bigger and better and more, not homeostasis.  What does it mean, though, to have a “sustainable practice?”

According to Merriam-Webster, “to sustain” means (among other things) “to supply with sustenance: nourish” and “to keep up, prolong.”  And sustainable means, of course, “capable of being sustained” or “of or relating to a lifestyle involving the use of sustainable methods.”

How do you nourish your practice?  How does your lifestyle support you in keeping up and prolonging your ability to work effectively?  My clients have experimented with many different approaches, and the list that follows recounts some of the most successful.

  1. Discover what’s meaningful to you and focus your attention and practice on that.  If it’s client service, you will draw a strength and energy from serving your clients that someone who’s in practice because of the intellectual stimulation won’t experience.  Connecting to what matters to you illuminates your purpose.  Having a purpose nourishes your practice.
  2. Delegate.  If you can identify aspects of practice that you personally don’t have to fulfill, you’ll increase your energy by passing it along to someone who can handle it.  If you find yourself thinking that you’ll spend less time doing it (whatever it is) than teaching someone else to do it, consider whether you’ll save time over the long run if you turn it over, even if it requires an investment of time now.
  3. Connect.  If you enjoy socializing, make sure you have a group of lawyers you join for lunch or drinks or a volleyball game on a regular basis.  You’ll increase social contact, have a group of colleagues to use as sounding boards, build a resource for giving and getting referrals, and more.  You can even do this online, but consider whether you’d get more out of interacting with flesh and blood colleagues.
  4. Notice how your body feels when you have adequate sleep, nutrition, and exercise.  Just notice.  If noticing convinces you that you feel better and have more energy, do something with that knowledge — noticing alone won’t change anything.
  5. Develop discipline.  You can put a schedule in place that will support you.  Plan time when you put your calls on hold and get concentrated work done.  Set time aside for meeting with your support staff, the lawyers you supervise, and those who supervise you.
  6. Take time for outside interests.  Hike, read, act, whatever…  But don’t allow yourself to be one-dimensional.
  7. Do you live on adrenaline and caffeine?  If so, chances are that you’re running from crisis to crisis.  Ask yourself whether there’s a way to limit the crunches to times when there’s really a crisis.  What feels good about putting out fires?  Spending some time resolving this will provide support for making changes that leave you working on a non-emergency basis, which facilitates having more energy.  Adrenaline and caffeine are great, but they’re hardly the key to a sustainable practice or life.

Set aside time to check your progress on these and other habits that support you and your practice.  Because it’s easy to get sucked into a hectic schedule (with your candle burning not only at both ends but in the middle, too), arrange a relationship that will hold you accountable to whatever adjustments you may decide to make.  Consider whether coaching might be the appropriate relationship.

Are you stuck in Groundhog Day?

Through years of school and various jobs and activities, we’ve learned how to persist even in the face of difficulties.  Persistence is an important trait, since (in the words of one of my current favorite songs) “what’s worth the prize is always worth the fight.”  No fight may mean no prize, and we’ve integrated that lesson in our professional lives.  (Think back to law school, and I virtually guarantee you’ll remember at least one class that would have stopped you cold had you not been committed to fighting your way through.)

An opposing principle is the concept of diminishing returns, in which additional effort doesn’t produce additional results proportional to that effort.  For example, when you draft a memorandum for a client, the first and second drafts are generally critical to the end result.  By the time you get to the fifth or fifteenth or fiftieth draft (depending on the complexity of the matter at hand), you’re making only small changes and word-smithing.  A single word can occasionally affect the impact of an entire document, so experience is often required to know when you’ve reached the point of diminishing returns.

When it comes to business development, diminishing or even nonexistent returns may be difficult to see without qualitative or quantitative feedback.  For example, publishing a substantive article almost always represents a significant advancement because it adds to your credibility in your practice area.  However, it’s unlikely that a single article will result in a flood of new business, and it is possible that even a string of articles may not produce new billable work if the articles aren’t well targeted or if there’s no reason for readers to reach out to you.  When should you keep publishing, and when should you move on to something else, at least for a time?

The Groundhog Day problem is this:  how do you distinguish between activities that aren’t producing results yet and activities that are unlikely ever to produce the results you seek?  We all know that time may be required to show results, so we don’t expect every activity to yield new results right away.  But you have to know when to keep going and when to shift activities, or you can keep on working harder and harder at something, only to discover that all your effort has produced nothing.

Keeping track of the rainmaking activities you’re doing and the results you’re attaining is the only way you’ll know when to keep going and when to shift courses.  Set clear and concrete goals for your rainmaking activity.  Specific and time-based goals are helpful for measuring progress and staying on track.  Examples include, “my goal is to bring in $35,000 of new collaborative divorce business within the next 12 months,” or “my goal is to develop a $75,000 book of business made up of personal injury cases each with a value of $15,000 to $20,000.”  These goals provide a measuring stick for your progress, but you shouldn’t measure your success exclusively by the amount of business you bring in.

Landing new business is your ultimate goal and the reason for undertaking rainmaking activity, but you must also track interim goals.  Imagine that you hadn’t run at all since high school and you decided to train to run a marathon.  You almost certainly wouldn’t make that decision and then lace up your running shoes to run 26 miles right off the bat!  Instead, you’d set smaller goals.  Maybe running two or three miles, or even running for 20 minutes.  As you achieve those goals, you’ll also notice additional accomplishments along the way, such as not being sore the day after a long run when in the beginning of your training you could hardly walk the next day.  Tracking those smaller goals helps you know that you’re making progress toward the ultimate goal of running a marathon even though you aren’t yet running the full 26 miles.  The same principles apply for tracking your business development efforts.

For example, let’s suppose you have a relationship with someone who was employed by a client company several years ago, that she has moved to a new company, and that she’s now in a position to recommend outside counsel but does not have authority to hire.  If you measure success with that contact based solely on getting business from her, you will likely find yourself discouraged.

But you could instead measure the interim steps that move you closer to getting business from her.  A few examples of those interim steps might be getting introduced to the person responsible for making decisions, getting your contact’s feedback on what she thinks it would take for you to be awarded business, being invited to make a presentation to the company or a department on a subject related to the legal matters you hope to handle, and so on.

None of these steps is the same as getting the billable work, of course, but they measure progress.  If you notice that you’re working to grow the relationship with your contact over a period of months and years and you aren’t getting any business from it, you need to look at these kinds of interim steps to see whether there’s any progress or whether you should perhaps conclude that this contact is not as hot a prospect for new business as you had believed.  Tracking the interim progress and measuring it against your ultimate goal is how to avoid the insanity of continuing to plug away at activity that won’t ever produce results.

In other words, watch the ultimate goals of getting new business, but keep your eyes on the interim steps as well to be sure that you’re progressing toward that ultimate goal.  If you don’t see progress that is actually moving you closer to bringing in new business, then it’s time to ask yourself:  Is it Groundhog Day again?

Road trip!

Last year was incredibly busy for me, first with writing The Reluctant Rainmaker and then with designing programs like the Lawyers Business Development Bootcamp, plus working with many 1-on-1 clients. It was a great year, but toward the fall I started to notice that I’ve met very few of my clients and newsletter readers in person over the last year. That has to change. And so, as I’ve been hinting, I’ve been laying plans for something new.

While it would be great fun to meet you in a social setting, I know we’re often too busy to set aside time just to chat. So, I created a 1-day workshop that I’m calling Effective Business Development Made Simple. In this highly interactive program, you’ll learn my 7-step Legal Rainmaker System, which will show you the steps you need to take to bring in the new business you need, and you’ll work on creating your own plans so you’ll have a roadmap to take back to the office with you. And then we’ll close the day with good conversation and refreshments at a reception. Presto – an opportunity to learn something that has the power to transform your practice, plus an opportunity to meet!

And, I’ve heard those of you who’ve been telling me that this economy has put a crimp in your budget: the workshop will be priced under $100 for the entire day!

Finally, I realize that it would be difficult for many of you to travel all the way to my Atlanta home base. That means it’s time for one of my favorite activities… A road trip! Effective Business Development Made Simple will be coming to TEN cities across the country. Here’s the list:

  • Atlanta
  • Boston
  • Chicago
  • Dallas
  • DC
  • Ft. Lauderdale
  • Los Angeles
  • New York City
  • Philadelphia
  • Seattle

I’m excited beyond belief at the prospect of meeting many of you and sharing the step-by-step process that will make your rainmaking efforts simple and highly effective! I’ll be announcing all of the details, including dates and exact locations, next week… So keep your eyes open.

Set Yourself Apart

Do you ever feel that you’re just one lawyer in a large sea of others?  New lawyers often begin their practices wondering how to distinguish themselves from the hundreds or thousands of other lawyers occupying the same niche.  And lawyers who’ve been in practice for some time may have the same nagging question.  Though the question may fade, it frequently re-emerges when a lawyer is preparing to grow her practice or is considering some shift in substantive areas.

Differentiation from other lawyers and law firms is useful in marketing and business development conversations.  So, how can you differentiate yourself?

While the options are potentially limitless, three examples may help you to create your own ideas.

  1. Blog.  My background is in patent litigation, and when in practice I often referred to the Patently-O Blog by Dennis Crouch.  Patently-O is know for, among other things, its full coverage of every patent case decided by the Federal Circuit.  It became the go-to reference for what’s going on in patent law, and I’d venture to guess that an amazingly high number of patent lawyers and “civilians” who are interested in patent law read the blog on a near-daily basis.  I was astonished when I learned that Dennis started the blog less than a year after being admitted to practice.  He’s since moved on to academia, a move that was quite likely assisted by his blogging efforts as well as his other credentials.It may be a bit of overstatement to say, “blog it and they will come,” but it isn’t a bad starting point since blogging provides a platform through which a lawyer may share resources, analysis, and enough personal content to become known to readers.  Blogging is a good way to build your repurtation as an expert in your field.  It’s also a good way to begin to form relationships with other bloggers and, perhaps, with your readers.  I would not recommend relying on a blog as your primary avenue for bringing in new business, but it’s a good complement for many lawyers.
  2. Create a unique experience for your clients.  What can you offer clients that other lawyers don’t?  The opportunities vary widely by practice area, but any value-added service is a good step toward differentiation.  Be attentive to the habit that may set you apart from others, including quick responses to telephone calls and emails, offering regluar case updates, and providing educational resources on topics such as how to prepare to give deposition/trial testimony or what to consider when getting ready to make estate plans.Another idea:  introduce your client to every member of your legal team who will be involved with the representation.  Even something as quick as an introductory letter identifying other lawyers, paralegals, and office assistants that is signed by each can offer a client comfort when contacting your office.  Consider, of course, what is appropriate for your practice:  what will impress a family law client may be radically different from what will impress the CEO or general counsel of a multi-million dollar corporation.Beyond adding value for your clients, look for ways to create value for them.  If your clients’ children often accompany them for visits to your office, have some books and toys in a kid-friendly corner.  If you become aware of a new issue or development that your clients need to understand better, create a presentation or an article that you can use to educate them.  What can you bring to an engagement that others can’t or don’t?
  3. Become active and visible in the community.  Volunteering, serving on boards, or working with non-profits in other capacities is a good way to become known.  It provides a context for conversations that often makes it more comfortable for reluctant networkers, and it may present you the opportunity to offer guidance and suggestions that serve as a taste of the service you offer clients.  Moreover, you may have opportunities to speak or write through these channels, both of which will serve to raise your profile.

Be clear about what makes you different.  If you want to differentiate yourself from other practitioners, it’s imperative to connect with an internal compass that will point to what does indeed make you different.  If you don’t know what that is, you won’t be able to convince anyone else.

Tactical Transparency: How Leaders Can Leverage Social Media to Maximize Value and Build Their Brand

Tactical Transparency
By Shel Holtz and John C. Havens

I recently noticed a new television commercial for Domino’s Pizza, in which the company lays bare the perception that its pizza is bland and then describes new changes to the recipe, closing with an invitation to try the new Domino’s.  That’s some transparency.  But in today’s world, dominated as it is by social media, no company could credibly pretend to be unaware of discussions about it.

We’ve probably all seen the emails, watched the videos, or heard the audios in which a clueless or uncaring company drives a customer to fury — fury that produces a social media backlash.  In the old days, we’d have been limited to telling a few friends (studies show that on average we tell seven others about negative experiences and tell only three others about positive ones), and they’d tell a few friends, and the word would get out…Slowly, and in limited distribution.  Today, though, as Tactical Transparency describes, feedback can spread like wildfire, and corporations’ only choice is how to handle that feedback.

Tactical Transparency opens with one story about Sony’s having launched a blog purportedly written by a boy named Charlie who wanted to help his friend Jeremy get a PSP for Christmas.  Readers quickly discovered that the blog was the creation of a marketing agency and lambasted it as lame and offensive, though Sony denied the deception until it finally had to own up to it.  A second story describes a blogger who wrote a series of posts describing his problems with Dell’s computer service and technical support.  His odyssey was followed by hundreds and Dell’s reputation (and stock price) suffered, until Dell saw the light and launched its own blog, Direct2Dell, which talked openly about problems and worked to resolve them.  Unlike Sony, Dell’s reputation improved as a result.

The message:  people  – your customers and clients and those considering doing business with you will talk, and you’d better listen and respond.  Though the facts are considerably different, this message is illustrated in the legal community through the many blog sites and posts that tracked layoffs last year and accused firms of conducting “stealth layoffs.”  It’s continuing now in discussions about which firms are cutting salaries and how much.  There’s been much speculation that some firms will be impacted by reduced loyalty from lawyers who watched colleagues sent packing and from law students who take the lessons of the last two years as an indication that they’d better keep their options open and trust nothing.  And it goes both ways, as witnessed by lawyers and summer associates who’ve left their own career-tanking tracks in unflattering emails that can be sent around the world with just a few clicks.

The authors of Tactical Transparency suggest that the new reality of transparency has arisen thanks to the twin trends of declining trust in “business as usual” and the rising public scrutiny of business due to social media.  Tactical Transparency goes to the heart of the matter, examining the practical steps a business can take to be “sincerely but prudently” transparent with its stakeholders about its leaders; its employees; its values; its culture; the results of its business practices; and its business strategy.  The authors identify four characteristics of transparency, which may be applied in varying degrees to meet varying needs:  Objectivity, Purpose, Esteem (for your stakeholders and your customers), and Navigation, which neatly form the acronym OPEN.

Tactical Transparency discusses transparency in a variety of contexts, many of which are aplicable to lawyers, but I’d highlight one as being particularly critical:  relationship orientation.  In other words, at least in part due to the rise of social media, business must look at the clients or customers in the context of relationships rather than one-off transactions.  This is certainly a key concept for lawyers whose clients may have more than one legal need that they (or their firms) might meet.  Tactical Transparency recommends seven steps to design relationship-focused marketing:

  1. Get specific.  Make sure your comments connect with this potential client and ensure that you understand his or her specific situation.
  2. Make small talk big.  Lawyers sometimes wonder how much to ask in the context of growing a relationship.  Small talk is the starting point.
  3. Make your pitch interactive.  Don’t tell a potential client how you’ll solve the problem.  Have a conversation about possible approaches and solicit input.
  4. Give a call to action.  This is marketing language for requesting a next step, and it can be as simple as offering to sit down and discuss how some event or legal development might impact your potential client’s situation and how you might help.
  5. Write down a connection point.  The authors suggest that you demonstrate that you listened and tried to help with something not directly connected to a sale.  If that’s not applicable (because sometimes your conversations will be quite sharply focused on the legal needs), simply demonstrate that you listened intently and how you’ve connected your background or approach to the potential client’s needs.
  6. Practice good timing.  There’s an art to finding how to move a conversation forward without pushing it.  Learn and apply that art.
  7. Follow up.
  8. Partnering versus closing.  Think of working together with a client to achieve identified objectives rather than landing a new client.  The distinction may be subtle, but the transparency you demonstrate in placing your focus on the service to this specific client will bolster your relationship.  Moreover, in my experience, it’s also likely to increase your willingness to engage in rainmaking activities.

Although the key lesson I draw from Tactical Transparency has to do with business development, the book is wide-ranging in its discussion of social media and its applicability to business.  If you participate in any kind of social media or if you’re considering stepping into the world of social media, this book will provide plenty of brain candy as you think about building your reputation with new social platforms.