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MICHELLE'S
​ MORSELS

5 Ways Attending Retreats Can Benefit Your Business

8/31/2021

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As entrepreneurs and small business owners, most of us don’t have time to take a vacation, so how can we afford to set aside time for a retreat? Whole days away from the office? In a row? Who has time for that?

In fact, taking time to attend that retreat could end up being the best thing you can do for your business. Here’s why:

Retreats Give You Time to Focus on Your Personal and Professional Development

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We all have a million things to check off our to-do list each day, which can make it hard to find time to work on ourselves, both personally and professionally. When was the last time you really invested in yourself and your business? Maybe you find some time here and there to read a book, watch a video series, or attend a webinar, but those can only help you at the surface level. They can’t give you an opportunity to dive deep into an aspect of your business to make sure you achieve all your goals, and that’s the unique benefit a retreat can offer your business.
Those books and webinars can also be sources of inspiration that go untapped. Maybe they bring up some ideas for you and you think, “I should do that,” but then you have to pick up the kids from school or walk the dog or make dinner, and you never get to take action on those new ideas.

​By contrast, a retreat gives you both the inspiration/motivation and the opportunity to start working on your big goals right away.

Work On Your Business, Not Just In Your Business

Running a business can be so busy and chaotic that sometimes we forget to stop and make time to work on our business. What big goals do we have for our business? What systems and processes do we need to put in place to achieve those goals?
Taking a step back to make those assessments and put those processes and procedures in place takes time, which is why many entrepreneurs and small business owners never get around to it, and that can prevent them from moving forward in their business.
​When you attend a retreat, you have a chance to step back and look at (or set) your big goals for your business and figure out how you’re going to reach those goals. Don’t let your big dreams for your business die as dreams without ever having seen the light of day.  Attend a retreat and commit to making those dreams a reality.

Build a Support Network of Other, Like-Minded Entrepreneurs

People often say that Rome wasn’t built in a day, but they tend to leave out the fact that Rome wasn’t built by just one person, either. It required a team (several teams) of people working together to achieve a common goal. (It Takes a Village training has more information about building a network)
As entrepreneurs, we often feel like we have to do it all ourselves, but the truth is we need other people to provide support, whether through the products or services they provide, fresh ideas they might bring to our problems, or just someone to listen while we vent. Attending a retreat is a fabulous opportunity to meet and network with other entrepreneurs who face similar struggles and can relate to your challenges on a level few people can manage. That makes the relationships you forge during a retreat so much stronger, and it makes your business stronger.
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The Power of Collaborative Work Spaces

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If you work from home, the chance to work in a collaborative environment with other, like-minded entrepreneurs can be invaluable. Not only do you get a chance to network and build relationships with them, but you can bounce ideas off of them as you work on your big goals for your business and get a fresh perspective that could lead to that big “Ah ha!” moment.

Return to Work More Energized

While a retreat is not technically a vacation, it can provide that injection of energy and rejuvenation a vacation can provide. It gets you away from the office, allows you to interact with and learn from new people, and gives you a chance to consider and work on your business from a fresh perspective. That way, when you do go back to work, you’re ready to tackle the goals in your business (both big and small) like never before.
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​When was the last time you took a retreat? When was the last time you devoted a day or two to just work on your business? If it’s been a while and you’ve been thinking it might be time for another (or your first!) retreat, my quarterly retreat is coming up, which makes it the perfect time to schedule your next retreat for your business.
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Your Network Is Your Net Worth: Use These Networking Tips to Grow Your Business

8/24/2021

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​How many times have you had a great meeting with a prospect or potential referral partner ... only to never hear from them again? It’s frustrating, but if you flip it around, you realize they probably had an equally great meeting with you … only to never hear from you again.

You’ve probably heard the famous quote from Tim Sanders: “Your network is your net worth”, but have you ever stopped to think about what that quote really means? Have you figured out how to tap into the awesome power that is your network, or are you just sitting by the phone and hoping it will ring?

If you’re ready to be more proactive in your business and start getting clients in the door, here are some networking tips you can use to make your network work for you. For even more information, check out my free course in my Online Academy called Networking Effectively to Reach Your Goals.

1st Networking Tip: Invite Them to Sign Up for Your Newsletter

I use Acuity as my scheduling software and I have it linked to my Active Campaign account, which is the CRM I use for my newsletter, as well as keeping my prospects organized so I know when and how to follow up. That way, every time someone schedules a meeting with me, they automatically get an invitation to sign up for my newsletter, which has become a great way to build my mailing list.
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It’s important to remember that, in order for this networking tip to be effective, you need to maintain an active newsletter, which means sending something out to your subscribers at least once a month, if not every week or every other week.

2nd Networking Tip: Invite Them to Connect on Social Media

Social media is a great way to stay top of mind with your network and remind them of the value you provide, so if you have a Facebook group for your business, invite prospects to join your Facebook group. If you’re in a B2B industry, you might want to invite them to connect with you on LinkedIn.
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​As with your newsletter, this networking tip will only work if you’re active on the places you invite them to connect with you. If you have a Facebook group for your business, make sure you’re posting regularly in that group and inviting members to participate and start discussions. If you invite them to connect with you on LinkedIn, make sure you’re actively posting, liking, sharing, and commenting on other people’s posts. That will help boost your visibility on LinkedIn and make it more likely the people in your network will actually see your posts.

3rd Networking Tip: Wish Them Happy Birthday

​Everyone likes a little recognition now and then, especially on their birthday, so whenever someone schedules an appointment with me, I like to ask them when their birthday is so I can be sure to send them a birthday card (or at least a Facebook message) on their special day.
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Facebook and LinkedIn also make this really easy by asking people when their birthday is as soon as they sign up. If they make their birthday public, you’ll get a notification whenever someone in your network is celebrating their birthday. It only takes a second to send them a quick message wishing them a happy birthday, but it can do so much to keep you foremost in their minds while building goodwill.

4th Networking Tip: Let Them Know What You Do

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​Think about all your social media connections and all the contacts you have in your phone. Does each and every one of those people know what you do for a living? If you’re not sure what the answer is, then the answer is probably “no”, in which case you need to let them know (or remind them) what you do.
​People who don’t know what you have to offer or the kinds of clients you serve can’t connect you to the right people, so it’s important to remember that, when you’re connecting with someone, you’re not just connecting with them, you’re connecting with their entire network … but only if you know how to make the most of that connection.
​Whether you struggle to get a return on the time and money you invest into networking events, or you’re just not sure how to follow up with the people you met (whether individually or at networking events) I can help. Schedule your FREE clarity call now to see how I can help you tap into your network and build relationships that will take your business to the next level.
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Boost Your Nonprofit Fundraising with These 4 Tips

8/17/2021

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If you run or work in (or even volunteer at) a nonprofit, I don’t have to tell you about the struggles of fundraising. It’s a challenge every nonprofit faces, and while it’s true there are outside factors that can affect your nonprofit fundraising efforts, I don’t ever want my clients to have to rely on outside factors. You should be able to take control of your own success, and that’s exactly what I help my clients do in their business, whether it’s a nonprofit or a for-profit business. Let’s take a look at some things you can do to boost your nonprofit fundraising efforts, regardless of what’s going on in the world.

Get Your Nonprofit Tools in Order

Making sure you have the right tools is key to achieving any goal you set for yourself, whether it’s nonprofit fundraising or anything else, so the first thing you need to do is make sure you have the right tools in your toolbelt. Are you using the right software to schedule and promote events? To keep in touch with your sponsors? To track your volunteers?
Not only do you need to use the right tools, you also need to make sure the tools are synced whenever possible so you don’t have to enter the same information in multiple places. For example, if you sync your calendar with your newsletter, you can let your donors know about a new event you’re hosting as soon as it’s scheduled without having to take the extra steps of going into your email system, writing an email, and scheduling it to go out. You can let your technology take care of it all for you.
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Gather (and Use) Donor Data to Improve Your Nonprofit Fundraising Efforts

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​The more you know about your donors, the more effectively you can convince them to give, so gather as much information about them as you can when you enter them into your system.
​Once you have a cache of donors in your system, you can group them by different qualities, such as how much money and how often they’ve donated, when they last donated, geographical area, gender, income level, etc. Knowing when they’ve donated in the past can tell you when they’ll be more likely to donate again, which should inform your decision about when and how to reach out to them to improve your chances of getting them to help your nonprofit fundraising efforts.

Use Different Platforms for Your Nonprofit Fundraising Efforts

​While calling and emailing your donors are both great ways to get directly in front of them and convince them to give, it’s important to take advantage of all the platforms at your disposal, including social media. Strategic use of social media can help you stay top of mind with your donors between events and major giving seasons, so when you’re ready to reach out to ask them to donate, they’ll be more likely to oblige since they’ll have seen all the good work you do from your posts on social media.
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Ask About Matching Gift Programs to Improve Your Nonprofit Fundraising Efforts

Many companies offer to match donations made by their staff up to a certain dollar amount, so once you get a donation from someone, ask if their company has a matching gift program. They might not even know if their company has a matching gift program, so if you ask them to check, you’ll be much more likely to get that extra donation.
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​You can also invest in a matching gift database so you can know before you even reach out to a donor whether they’re part of a matching gift program. If they are, then once they agree to donate, let them know about the matching gift program and ask them to submit their donation to the program.
As a marketer and Strategy Rockstar who spent years helping nonprofits boost their revenue before going into business for myself, I have all the tools to help you take your nonprofit fundraising to the next level. Whether you need help identifying and using the right nonprofit tools (which is one of my specialties), or making the most of the revenue you have coming in, I can help. Schedule a FREE clarity call now to see how I can help you be more strategic, intentional, and successful in running and raising money for your nonprofit.
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How to Make Effective Sales Calls to Grow Your Business

8/10/2021

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​Sales calls are a big part of how I get clients in the door for my business, and as I’ve been shifting some things in my business and doing some realigning lately, I’ve really been increasing my focus on doing those sales calls.
​At the same time, I know a lot of people struggle to do sales calls. They’re usually worried about coming off as too “salesy”, so if that’s something you struggle with, let’s go over some of my favorite tips with you so you can start making more sales calls to grow your business.
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Effective Sales Calls Are All About Selling with Service

The first thing you need to do to make effective sales calls is to stop feeling like the word “sales” or “salesy” is a four-letter word. Of course no one likes to have someone trying to convince us to buy something we don’t want, but don’t we love it when someone tells us about something we do want that we didn’t even realize was available? Or we didn’t realize was so affordable?
Think about the other use of the word “sale” as in “This item is on sale”! Who doesn’t love it when things go on sale?
​So stop thinking about the word “sale” as a bad thing and start thinking about the service you’re bringing to your clients. Even if you’re selling a product, the idea still applies that you’re providing a service by letting your prospect know it exists. Maybe you’ve decided to discount your products/services for a while and you’re just calling to let them know about it. Who wouldn’t want that?

Identifying Your Prospect Before Making Sales Calls

​I have a whole blog post on how to identify your ideal client, and while the people you call should certainly fit the definition of your ideal client, you need to get even more specific. They should be people you met with or had a conversation with who expressed some interest in your product/service, but weren’t ready to buy yet. Or they could be someone you met at a networking event who mentioned they struggle with a problem you solve for your clients, so you can call to discuss that problem with them. The idea is to stay top of mind with these people, and few things will accomplish that better than picking up the phone and having a conversation with them.
​By identifying the right people to call before you even pick up the phone, you’ll be more likely to make those sales calls, because you’ll be more comfortable with the conversation you’re about to have. It also makes it more likely you’ll actually get a sale (or at least a warmer lead) out of the call, so take the time to make your list and check it twice before you start making sales calls.

Create a Script for Your Sales Calls

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Ideally, you should let the conversation of your sales calls flow as naturally as possible, but it’s important to remember that you are calling for a specific purpose, so write yourself a script ahead of time, even if it’s just a list of bullet points to make sure you cover everything.

Start by asking how their day is going and if there’s any area where they could use your help, regardless of whether it has to do with your business. Maybe they need to make a connection to someone you have in your network. Maybe they can’t figure out how to use a particular tool or software you use all the time, so you can walk them through the right steps.
Remember that selling is all about service, and while that certainly applies to the actual products/services you’re selling, it can also apply to any aspect of business. People work with those they know, like, and trust, and few things will get them to like and trust you better than helping them out with a problem they have.

If they happen to mention they’re struggling with a pain point you solve for your clients, that’s your opening to let them know about your offerings. If they don’t, you can bring it up by saying something like, “Hey, last time we spoke you mentioned you were struggling with XYZ. Is that still true?”

Listen During the Sales Call

​The most important part of the sales call is to listen to your prospect. The stereotype of the pushy salesperson comes from the ones who don’t listen to their prospects or respond to what they have to say. You can’t sell them anything without first meeting them halfway, and the only way you can meet them where they are is if you first listen to what they have to say.

Let Them Know About All the Options

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You probably have more than one product/service to offer, so if they say no to your first offer, let them know you have other options that might fit their needs and/or budget. It’s not about being pushy, it’s just about letting them know what’s available. If they still say they’re not interested, that’s fine. Thank them for their time and let them know you’re available if they have any questions.
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Conclusion

​You will get a lot of voicemails (which is the other reason it can help to keep a script handy), and you’ll get a lot of rejections, but the process of making sales calls is a numbers game. The more no’s you get, the closer you get to your next yes.
​Whether you’re struggling to make sales calls or to get results from them, it can help to talk to someone who’s been there and done that. I help my clients with everything from identifying the right prospects for making sales calls, to implementing the processes and procedures that allow them to provide their products and services as promised, without delay. So if you need help with any or all of those things, don’t hesitate to schedule a FREE clarity call now to see how I can help you take your business to the next level.
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4 Types of Nonprofit Software You Should Be Using for Your Organization

8/3/2021

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Nonprofits are always trying to make every dollar go further, but I see a lot of organizers missing out on one of the best ways to optimize their funds: software. The right software can help you do everything from gather and implement data on your donors and volunteers, to schedule and promote events faster and more effectively. If you’ve been wondering which nonprofit software you need for your organization, here are some of the first things you’ll need.

CRM Nonprofit Software

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​Every business needs a system to help keep track of their prospects, and nonprofits are no different. You need to maintain a database of your donors so you know where they’re coming from and you can quickly and easily contact them any time you have a new nonprofit fundraising effort coming up, or just to keep in touch with them.
​Whichever CRM nonprofit software you end up using, make sure you can sync it to your calendar so you can automatically send updates to your donors every time you schedule a new event. That way, instead of writing and sending an email, you can use that time to focus on other tasks for your organization.

Social Media Scheduling Nonprofit Software

We all struggle to find the time to post on social media, which is why you need to use one of the available options for social media scheduling nonprofit software, many of which have a free option before they require you to pay (although the free options have limited capabilities).
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Not only does social media scheduling nonprofit software allow you to do your social media in batches, it also enables you to get the most out of your social media efforts by scheduling those posts for the times when they’re most likely to be seen. Depending on the nonprofit software you choose to use for your social media scheduling, you can also get reports on the effectiveness of those posts to see how many views they’re getting, how much engagement, etc. That allows you to tweak your social media efforts as you go to make sure it’s driving the results you need for your nonprofit.

Nonprofit Accounting Software

Just because the money coming into your business is in the form of donations doesn’t mean you don’t need to track it. You need to know how much money is coming into your business, where that money is coming from, how much money you’re spending on your nonprofit, where that money is going, etc., so make sure you choose the right nonprofit accounting software.
Quickbooks is probably the most well-known accounting software, and while it does have a lot to offer, I prefer to use Square because I find it’s more intuitive and easier to use. That said, feel free to compare and contrast to see which one is the best fit for your nonprofit.

Volunteer Nonprofit Software

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Your volunteers are one of your biggest assets, so be sure to track what they’re doing and when to make sure you’re getting the most out of that asset. You can enter them into your CRM nonprofit software and keep them separated from your donors, or you can use a separate software that’s dedicated to helping nonprofits manage their volunteers. Either way, it’s important to remember that you need to be proactive in reaching out to your volunteers just like you need to be proactive in reaching out to donors. You can use your volunteer nonprofit software to send your volunteers an email to get them on the schedule and encourage them to volunteer again if they haven’t been in for a while.
​Helping nonprofits implement the right technology into their organization is one of my strong suits. If you know you could be doing more with the right nonprofit software, but if you don’t know where to start, or you just don’t have the time to set it up yourself, schedule a FREE clarity call now so we can talk about your options
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    Why Morsels? 

    Business advice,
    like chocolate chips,
    is best digested
    a handful of morsels at a time.  I think we'd all agree that devouring a lot of either all at once can be too much for the average person to handle..

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michelle@zandbconsulting.com
Office: 815-524-4307

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