Once a person in sales makes forty or fifty-thousand phone calls or maybe one-hundred (or writes three thousand emails), they will hopefully come to see that no one cares–and especially their sales manager!–if they have one–if they make one-hundred, two-hundred,…
Blog Archives
CRM’s, Notes On
Tagged with: Activity, CRM, Effectiveness, Excel, Prospecting
Posted in Approach, Communications, CRM, Customers, Data, Discipline, Effectiveness, Engagement, Getting Started, Intermediate Term Engagement, Mapping, Messaging, Outreach, Process, Results, Sales, Structure
Posted in Approach, Communications, CRM, Customers, Data, Discipline, Effectiveness, Engagement, Getting Started, Intermediate Term Engagement, Mapping, Messaging, Outreach, Process, Results, Sales, Structure
Which Way the Wind Blows or 10% of the Planet
Some ten percent of the stock dollar value of the planet, is made up of some ten companies. As it is, so goes the S&P 500, so goes the world. Indeed, lets go one step further and say that, as…
Tagged with: New Pages, Planet, S&P 500, Stocks
Posted in Analytics, Capital Markets, Data, Financial, Globalization, Investment, Markets, Structure, Sustainability
Posted in Analytics, Capital Markets, Data, Financial, Globalization, Investment, Markets, Structure, Sustainability
Contact Management for an Entire Industry
Industrial cold calling is hard work. Really hard work. In another way, its also very easy work. After a year or more, not only did I establish target markets for the entire United States, but I had to be the…
Summary of Capabilities
Hire Me: Availability: I am available for full time or part time employment or special projects in Tacoma, South King County, Gig Harbor, Olympia, and Puyallup/Sumner. Also I am available for remote work, including Foreign Countries. Given my lifestyle and…
Tagged with: Overview
Posted in Advisory, Availability, Capabilities, Discipline, Effectiveness, Engagement, Intermediate Term Engagement, Long Term Project, Major Roles, Organization, Organizational Development, Overview, Process, Project Managment, Projects, Roles, Sales, Services, Short Term Engagment, Short-Term Projects, Special Projects, Special Roles, Starting, Startups, Structure, Summary
Posted in Advisory, Availability, Capabilities, Discipline, Effectiveness, Engagement, Intermediate Term Engagement, Long Term Project, Major Roles, Organization, Organizational Development, Overview, Process, Project Managment, Projects, Roles, Sales, Services, Short Term Engagment, Short-Term Projects, Special Projects, Special Roles, Starting, Startups, Structure, Summary
Winter Turns To Spring, Then Summer
The work with the Chinese start up continues to go very well. We import and distribute industrial Fabrics. My boss is smart, hard working, fun, supportive, driven, and ethical. Sometimes you get hired–and not ungratefully so, but truly with good…
Tagged with: Business Proces, Contact Management, Sales Process, Startups
Posted in Approach, Communications, CRM, Customers, Data, Discipline, Effectiveness, Establishing, Long Term Project, Major Roles, Markets, New Business Formation, Organizational Development, Outreach, Process, Project Managment, Projects, Roles, Sales, Services, Special Roles, Startups, Structure
Posted in Approach, Communications, CRM, Customers, Data, Discipline, Effectiveness, Establishing, Long Term Project, Major Roles, Markets, New Business Formation, Organizational Development, Outreach, Process, Project Managment, Projects, Roles, Sales, Services, Special Roles, Startups, Structure
Business Start Up, For Humanitarian Organization
Kaizen, 改善: ‘A Japanese business philosophy of continuous improvement of working practices, personal efficiency, etc.’ A person I had coached pro-bono in the last year and one half–up to and including their establishing a SoundCloud account, then to effectively launch, establish, then…
Tagged with: Being Coachable, Business Plan, Business Planning, Conduct, Humanitarian, Leadership, Mentoring, Not-for-profit, Regard, Resolve
Posted in Approach, Clients, Creative, Discipline, Effectiveness, Engagement, Establishing, Getting Started, Interventions, Major Roles, Mapping, Markets, New Business Formation, Organization, Organizational Development, Projects, Roles, Sales, Special Projects, Starting, Startups, Structure
Posted in Approach, Clients, Creative, Discipline, Effectiveness, Engagement, Establishing, Getting Started, Interventions, Major Roles, Mapping, Markets, New Business Formation, Organization, Organizational Development, Projects, Roles, Sales, Special Projects, Starting, Startups, Structure
Record Key Events and Outcomes
A few weeks back, I drafted a nice outline of the major numbers of my life–from my age, numbers of professions, states lived, countries done business, capital bought and sold. Enjoy! I left it in draft, but publish it now,…
Tagged with: Attaining Goals, Attainments, Controls, Records
Posted in Process, Structure, Summary, Tools
Posted in Process, Structure, Summary, Tools
Summary of Projects
I have done a LOT of projects over the years, for small companies, start ups, organizations, in small groups, sole proprietors. More needs to be said, but to give you, if at a passing glance, a range–however abstract the view–of…
Tagged with: Overview
Posted in Approach, Capabilities, Clients, Creative, Customers, Data, Engagement, Intermediate Term Engagement, Long Term Project, Major Roles, Mapping, Organization, Overview, Project Managment, Projects, Roles, Short Term Engagment, Short-Term Projects, Special Projects, Special Roles, Structure, Summary, Typology
Posted in Approach, Capabilities, Clients, Creative, Customers, Data, Engagement, Intermediate Term Engagement, Long Term Project, Major Roles, Mapping, Organization, Overview, Project Managment, Projects, Roles, Short Term Engagment, Short-Term Projects, Special Projects, Special Roles, Structure, Summary, Typology
New Engagment, Organization
P reached out to me, after several months of wait, about coming to her house to help her organize her many things. This started on Monday the 8th of February, and we are now on our 14th visit, most weeks,…
Tagged with: Home Organization, Medical Doctor
Posted in Discipline, Effectiveness, Elevating, Engagement, Establishing, Ethics, Getting Started, Intermediate Term Engagement, Interventions, Major Roles, Organization, Projects, Roles, Starting, Structure, Wellness
Posted in Discipline, Effectiveness, Elevating, Engagement, Establishing, Ethics, Getting Started, Intermediate Term Engagement, Interventions, Major Roles, Organization, Projects, Roles, Starting, Structure, Wellness
Engagement, Content
K gifted me money, as a fellow activist, back in December for my work on behalf of several in the fall, which they certainly was familiar with. I did not ask, that is for sure. And yet as I watched…
Advisory, Messaging and Approaches
N has the rare combination of being very smart yet being highly coachable, so I have been gifting my time to him since late December, and he now has published his third podcast, with a fourth on the way. Advised…
Tagged with: Building an Audiance, Disaster Relief, Mult-Culturalism
Posted in Advisory, Approach, Communications, Continuing, Creative, Elevating, Establishing, Getting Started, Globalization, Health, Intermediate Term Engagement, Organizational Development, Outreach, Podcast, Process, Structure, Sustainability
Posted in Advisory, Approach, Communications, Continuing, Creative, Elevating, Establishing, Getting Started, Globalization, Health, Intermediate Term Engagement, Organizational Development, Outreach, Podcast, Process, Structure, Sustainability
Engagement, Branding and Localization
P approached me about helping he, and his partner in webinars, D, but the latter and I, despite the great need and my willingness to give the most favorable terms, did not have a fit, and parted ways fast. The…
Consult on Structure and Organizational Development
Reached out to the main producer of a cutting edge podcast, which is broadcast to thousands, and said, when I went to their site, on behalf a client, often aimed to get in and out quick, and populate their site…
Tagged with: Interviews, Long Range Planning, Podcasts
Posted in Approach, Communications, Continuing, Controls, Creative, CRM, Data, Effectiveness, Elevating, Engagement, Establishing, Interventions, Mapping, Organizational Development, Overview, Process, Special Projects, Structure
Posted in Approach, Communications, Continuing, Controls, Creative, CRM, Data, Effectiveness, Elevating, Engagement, Establishing, Interventions, Mapping, Organizational Development, Overview, Process, Special Projects, Structure
Archive for Greatest Coach in Hundred Years in Category
K received two letters from J, who were the top senior students of THE single most acclaimed coach in this major sport. Most as in NFL, NBA, Nascar, MLB, NHL etc level. This person won the first award given by…
Tagged with: Archiving, Coaching, Hall of Fame
Posted in Advisory, Approach, Assets, Capabilities, Communications, Controls, CRM, Discipline, Effectiveness, Establishing, Long Term Project, Major Roles, Organizational Development, Outreach, Process, Project Managment, Representation, Roles, Special Projects, Special Roles, Structure
Posted in Advisory, Approach, Assets, Capabilities, Communications, Controls, CRM, Discipline, Effectiveness, Establishing, Long Term Project, Major Roles, Organizational Development, Outreach, Process, Project Managment, Representation, Roles, Special Projects, Special Roles, Structure
Consult for 400M Corporation
G reached out to me, on behalf of his partner D, who had an RFP for the complete redesign of the website for a 400M corporation, with roots in its family owned manufacturing and distribution business in ten+ countries, on…
New Major Engagement, Scientist-Educator
A world leading scientist, educator, influencer saw my work done on behalf of J, and simply asked them, ‘I really like your site. Did YOU do that or someone else?’ P already knew my name, as we activists in a…
Tagged with: Distillation., Domain Name, Educator, Influencer, Integration, Reaching Your Audiance, Reduction, Scientist
Posted in Advisory, Approach, Creative, Customers, Discipline, Effectiveness, Elevating, Engagement, Establishing, Getting Started, Organization, Outreach, Overview, Process, Representation, Special Projects, Structure, Sustainability
Posted in Advisory, Approach, Creative, Customers, Discipline, Effectiveness, Elevating, Engagement, Establishing, Getting Started, Organization, Outreach, Overview, Process, Representation, Special Projects, Structure, Sustainability
Meditate to Know What to Do, or How I Think
Its a bit late for me for pretend to be conventional, so why stop now. Which is why I will illustrate how I structure business thinking and approach project strategy according to my decision to FINALLY meditate regularly. Lest there…
Tagged with: Attaining Goals, Budgets and Schedules, Heuristics, Long Range Planning, Meditation, Setting Goals
Posted in Approach, Continuing, Controls, Discipline, Establishing, Getting Started, Process, Structure
Posted in Approach, Continuing, Controls, Discipline, Establishing, Getting Started, Process, Structure
Develop Your Own Data
There comes a point where you are not an end user, not a student, not a customer, not a consumer, but source your own work. You would rather be a provider than a consumer, rather generate your own data than…
Tagged with: Breadth, Economic and Ecological Collapse, Globalization, How I do It, Quantitative Investing, Rapid Climate Change, Top Down, Tracking, Trading, What I do
Posted in Analytics, Approach, Controls, CRM, Data, Discipline, Establishing, Financial, Globalization, Mapping, Process, Structure, Summary, Sustainability
Posted in Analytics, Approach, Controls, CRM, Data, Discipline, Establishing, Financial, Globalization, Mapping, Process, Structure, Summary, Sustainability
Having a Process
If your life is not complex or your interaction with customers and projects and process were not already daunting then you probably would NOT already be reading this or visiting. But if it is or they are, then you get hit with…
Tagged with: 53 Folders, Calendar, Construction Litigation, CRM, Depression, File Folders, Fitness, Nutrition, Overwhelm, Securities Litigation, Tacoma, Todo List
Posted in Continuing, CRM, Customers, Discipline, Effectiveness, Organization, Outreach, Overview, Process, Structure, Tools
Posted in Continuing, CRM, Customers, Discipline, Effectiveness, Organization, Outreach, Overview, Process, Structure, Tools
Measure, Track, and Classify Things
Everyone has their strong suites and counting, in a very heuristical way, is one of mine. An example: if year end is approaching and I am on track to run 97 times that year, I will push myself to get…
Tagged with: Approach, Clarity, Effectiveness, Framing, Getting Started, Personal and Professional Effectiveness, Planning, Process, Structure, Trading
Posted in Continuing, Effectiveness, Financial, Getting Started, Organizational Development, Process, Structure, Tools, Typology
Posted in Continuing, Effectiveness, Financial, Getting Started, Organizational Development, Process, Structure, Tools, Typology
Running Things Part I
You cannot get real business experience online, no more than you can learn to really play golf or tennis online. You have to actually do it. You have to experience it. But it helps to hear about factors of success…
Tagged with: Approach, Business Summary, Effectiveness, Getting Better, Getting Clear, Planning, Process, Structure, Top Down
Posted in Controls, Mapping, Organizational Development, Overview, Process, Structure
Posted in Controls, Mapping, Organizational Development, Overview, Process, Structure
Putting It All Together
We are moving quickly now. First we looked at knowing what type of situation your business or personal effectiveness is in. Then we looked at getting a handle on identifying types of customers and relationships as they arise. Then we looked…
Tagged with: Approach, Breadth, Comprehensive, Effectiveness, Getting Better, Getting Started, Planning, Top Down
Posted in Structure, Summary
Posted in Structure, Summary
ABC’s of Operating Discipline
In an era of smart phones, mobile communications, texting, aps, and all the clutter which SEEMS to make us more effective, any manager who has spanned not years but decades can tell you that things are NOT better, but worse–in…
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