Mixing Personal with Professional – Can it be done?.
Author: Joe DeRosa
At my core, I am a husband, father, and lifelong student of leadership and personal growth. I have been married to my incredible wife for more than 30 years, and together we’ve raised two grown and successful children who continue to inspire me every day. My parents instilled in me a deep work ethic and an appreciation for discipline, accountability, and perseverance—values that have shaped both my career and my personal philosophy.
Professionally, I have built a career leading and scaling organizations across industries, including SaaS, FinTech, FinServ, Tech, and Insurance. Currently, I serve as the President and Chief Revenue Officer for SAFEbuilt. In addition to my executive role, I serve on the Board of Directors for PeopleGrove.
Before stepping into these leadership roles, I worked as a global management consultant, specializing in go-to-market strategies and helping companies accelerate growth by building high-performing teams. My work has taken me around the world, exposing me to different cultures and reinforcing my belief that empathy is a critical component of great leadership. I firmly believe that success is a combination of a strong mind and body, which is why I prioritize fitness, road biking, and continuous learning.
As an avid reader, I immerse myself in American history, biographies of great leaders, and business books that challenge my thinking. I believe that personal development is no one else’s responsibility but your own, and preparation is the key to success—whether it’s making your bed in the morning, training your body, or sharpening your mind. And when the work is done, there’s nothing better than being outdoors with a great IPA brewed with Simcoe, Mosaic, and Citra hops.
Mixing Personal with Professional – Can it be done?
Recently I was asked this question: I’ve always tried to keep Facebook private and personal and not let it cross over into LinkedIn or Twitter…you know, keep my personal stuff separate from my professional side. What do you think?”.
Well for many of you you’re not going to like my answer. You can’t keep them separate. Technology and social media have evolved such that your life – personal and professional – is open for review by any one at any time. It’s as simple as that. If you party hard and post pictures on Facebook, accompanied by drunken tweets, you’re putting yourself in harm’s way professionally…even if you think your profiles are personal. So what should you do?
- Accept the fact that if it’s online anywhere, it’s everywhere.
- Show and post only what you’re comfortable seeing on the front page of the newspaper the next morning…or having to explain to your parents, friends, spouse, etc. If you’re not comfortable seeing what you’ve done on the front page of the morning news, don’t post it. Better yet, don’t do it.
- Definitely bring your personal side into your professional. People like to do business with people. What’s more, people like to do business with people they trust and find interesting. Don’t be afraid to tweet or blog about a tough workout if you love fitness, or the 200 game you bowled Saturday night. Those are the details that make you approachable and help build your overall street cred.
- Focus on the facts when you’re tweeting, Facebooking, or placing something on LinkedIn. If you oppose Healthcare Reform, site facts and statistics that make your case. Don’t take to name calling as it discredits you as a person. As they say, it’s hard to argue with facts. Keep the emotion out of it. If you believe we should have a flat tax in the U.S., do some digging and find some good articles that support your view and share them. The more thoughtful and educated of a comment you share, the more likely people will entrust you with their thoughts, comments, feelings, or business.
Be who you are. Just be conscious that not everything is noteworthy, news worthy, or worth sharing with the world. There are many things in life that should remain private to you, your friends, and your families. It’s up to you to ensure that privacy level remains intact.
A Few Thoughts On Change
I recently had an interaction with a group of folks embarking on a new change. Like most recipients of change there was hesitation and apprehension. Normal emotions that typically accompany change. When we are faced with change it’s human nature to question, doubt, fear, and distrust the impending change. First reactions are often negative with a sense of “OMG what now!”.
Years ago I had a boss teach me a method for adapting to change. I have used this technique several times and have found it to be calming, enlightening, and in many cases beneficial in helping me adapt to the change I was facing. It all starts with changing your paradigm on change.
Life’s biggest change-fests include getting a new job, a new boss, having a new child, getting married for the first time (and hopefully the only time), starting a new school, making new friends, or working with a new agency partner. All these changes bring a level of stress that includes many of the emotions I listed above. One way to eliminate those butterflies in your stomach when facing change is by asking yourself one question. Resist the urge to predict the future this change will create and ask yourself one simple question: What good will this change bring me?
A new job can bring new and exciting experiences. A new boss can provide new insights, coaching, development, and opportunities. Changing to a new school opens the doors to new friends, programs, activities. Getting married provides stability, support, love, and a safe place to land when you need one. All changes bring opportunities. Unfortunately, and most likely due to past experiences, we tend to immediately go to the negative when it comes to how we perceive change.
Remember this. Nothing improves without changing something. Tide, Crest, Cadillac, Apple, Wegmans, Nordstrom are all companies that continue to innovate and change, and it’s in these changes that these companies prosper and flourish. The same is true with people. Phil Mickelson changes his approach and improves his golf game. Peyton Manning changes his training routine and improves his passing efficiency. No matter what the case, change has to occur before things can get better. So next time you’re faced with a change don’t panic. Just ask yourself, “how will this change benefit me”. Not will it benefit but how. Assume it’s for the good and it will be.
Supercharge Your Results With 3 Easy Steps
A new year is around the corner and there’s no better time than now to start thinking about how to juice your performance in 2014. Whether this past year has been an incredible success, terrible failure, or plain old mediocre, in a matter of days you’ll receive a wonderful gift…the chance to do it all over again! And herein lies a choice you must make. Do things the same and most likely get the same results or mix things up and push for a different outcome. Hey, even if this past year was outstanding, and what you accomplished impressed even you, why let up? You can do more, accomplish greater results, and push yourself to new limits. Here’s how you can supercharge your results in 2014:
1. Pick 1 area or topic and go deep. If you’re in the B2B space brush up on healthcare reform, the unemployment numbers, or interest rates. If you’re in B2C think about what trends the Consumer Confidence Index suggests. The skies the limit. Your competition is fierce and getting tougher by the day. They’re looking for ways to differentiate themselves from you, and your company, by adding value. If you simply focus on being the best salesperson, marketer, service manager, etc for your company, and not open your eyes to the world around you, soon you will be chasing the pack. Those that excel and reach the top will look different by acting differently.
2. Make 1 more call a day. Tap into your network and use it. Call one person from your network everyday. It doesn’t need to be an hour phone call. A short 15 minute check-in can provide insights, perspectives, and ideas. You should build your network to include a wide range of people within your industry, outside of your industry, blue-collar, white-collar, etc. Just like your investment portfolio requires diversity, so does your network. Make it one of your top priorities to meet people and develop relationships.
3. Spend 15 minutes of alone time each day. We all need time to think. Time to recharge, time to reflect, time to create. Taking a few minutes every day is critical to your success. The human brain is the fastest processor of information on the planet, however, unlike a computer that can run for an unlimited amount of time, human beings need to shut down to rest their brain. Just like an athlete requires “recovery” time for their muscles, we all need recovery time for our brains. Take the time, block it out, put it on your calendar and think…just think. Think about your goals, where you are relative to each of them, and the actions you’ve taken to get you this far. Think about where you want to go to next and some of the steps you may need to take to get there.
Try doing each of these activities and see how quickly your results improve. And when they do let me know!
Know When to Hold ’em and Know When to Fold ’em
Work not going well? You’ve been there a while but lately you seem to be spinning your wheels. You have several important projects or initiatives you’re responsible for but you still feel a bit…unfulfilled…numb. Is it time to look for a new job? Would a change in your environment really make a difference? What if you make a change and things don’t get better? Or the all-time favorite justification for staying put – “there’s no perfect job”.
While I don’t suggest job-hopping, I do believe that life’s simply too short to be unhappy, unchallenged, unfulfilled…or numb. Taking charge and owning your happiness and completeness is up to you and you alone. No one is going to do it for you. No boss will ever come to you offering to do all they can to make you happy. Remember you’re employed by them for a reason – to accomplish their goals as they are disseminated from on high.
So how do you know if the sand in the hourglass is gone and it’s time to move on? Answer the following questions to give you an indication if it’s time.
1. How excited are you to get up and go into work each day? No excitement? Boring? Drab? Dreadful? Or are you emotionally charged, eager, and ready to tear it up each day?
2. Where is your energy level at 10 am each day? Does your energy drain early in the day? Do you feel ready go get out of there before the lunch bell rings?
3. How friendly is your relationship with your boss? Do you interact on an as-needed basis or do you spend time informally simply chatting about stuff in general?
4. What words do you use to describe your co-workers? Do you consider them friends, partners, confidants? Or do you view them as snipers hiding in bushes, adversaries with sinister intentions?
5. Is the quality of your work outstanding? Do you feel like you’re delivering a masterpiece everyday or are you going through the motions? Are you still growing and learning new things that help improve your craft or are you stale, stalled, or going backward?
6. How much time do you spend thinking about or admiring other companies? Do you look at other companies with a wanting eye? Do you rush to the news stand to purchase Fortune’s, 100 Best Places to Work, issue when it comes out?
7. Do your dinner conversations every night turn to work? Are you constantly talking about how bad things are at the office? How under-appreciated you are? How much your boss takes you for granted?
Life isn’t perfect and neither is work. For me it simply boils down to 3 things: Am I being challenged every day? I am learning? Do I like and trust the people I work with? Am I connected to my boss on a personal level? These may not be your 4 metrics and if they’re not I strongly suggest you identify what yours are. Without knowing what will make you happy, you will never find happiness. It all starts with you!
The Ivory Tower Vs. The Customer
Throughout my career I have observed a significant disconnect between C-Suite executives and the customer. I have often wondered why the people with the most power to influence change seem to go to extremes to avoid direct contact with their customers. Meetings are held, strategies are developed, and plans are made all in the name of doing the right thing for the customer – responding to their needs. But how do these executives know what their customers want? They haven’t talked to their customers, met with them, or corresponded with them. They gather input from their key lieutenants, assuming they know. But have they met directly with their customers? No. I have found this phenomenon quite intriguing and have developed some insights as to why this happens.
Television shows like Undercover Boss highlight the disconnect between the Ivory Tower and the customer. The CEOs, COOs, or Presidents go “undercover” to see how things are really working in the field…which is a technical term for real life. My only hope is that most of what is seen on television programs like this one are fiction, to at least some extent. If not, we’re all in big trouble if our executives are that disconnected from the real world.
I believe there are 3 reasons many executives avoid meeting or interacting directly with their customers preferring to take refuge in their Ivory Tower. These reasons tend to be driven more by the executives emotions that tangible difficulties of scheduling time to be in the field. My observations of why these senior executives avoid direct customer interaction include:
1. Already paid dues
2. Fear of not being able to solve the customer’s problem
3. Fear of embarrassment in front of sales or service representatives
Some executives feel they’ve paid their dues and spent enough time in the field as they built their careers creating an imbalance between these aspirations and being truly customer-centric. I’m not saying that focusing on building a career is wrong. What I am saying is that as long as you maintain a genuine focus on the customer career progression usually follows. Once the focus on the customer is lost, in favor of bigger and better executive perks, an attitude of entitlement develops.
Another reason executives keep out of the field is their fear of not being able to solve the customers problems. Your product isn’t working as advertised, it costs too much, your service is terrible. These are all real life comments I have heard when in the field. They are not easy to deal with especially if the complaint is focused on an area of the business outside of your control. If the Sales executive receives a complaint about service they may feel helpless in providing a satisfactory resolution. But why? One way to eliminate this fear is to build strong relationships with your peers across the business. A simple call to the head of Operations – providing there is a strong and trusting relationship – can quickly provide the resolution necessary to save a client. Many times however these relationships are overlooked or get sidelined in favor of other activities. Life and business are all about relationships. No matter what your level, take the time to foster good relationships at work. You never know when you’ll need them.
Finally I’ve seen first hand how many executives seem to “freeze” when they are in the field with a sales or service representative. Because of the disconnect that exists between the executive and real life, they lose touch with the customer and their ability to empathize is impaired. This impairment becomes visible to the customer and the sales or service representative creating an awkwardness during these encounters. The key to a successful executive field visit lies with the executive’s ability to blend humility with a genuine focus on learning about the customers wants and needs. Showing the sales or service person respect in their arena creates an environment that fosters trust and allows for learning to take place.
How often are your executives in the field? When was the last time your CEO, President, or head of Sales went on a customer visit with you? What do you think the right frequency is for executive field visits? Let me know.
5 Ways to Get the Most Out of Your CRM
Sales people everywhere share a common complaint. Regardless of industry, product, service, or company, all sales people feel they spend too much time on administrative tasks versus selling. In fact a recent data point suggests that the average sales person spends less than 20% of their time selling while the remaining 80% is spent on tasks such as recording sales data, completely expense reports, submitting weekly activity reports, or worse attending meetings.
Many sales people are reluctant to use a sales CRM tool. They view it as just one more thing to clog their day of wasted time. Early adoption rates of these tools is low, often times taking more than 18 months for the sales people to embrace and use consistently. Given the cost of these tools how can businesses reduce the ramp time and begin to turn a positive ROI? Here are 5 things you should be doing to accelerate adoption of your sales CRM tool and improve your team’s sales performance:
1. Learn the tool yourself. No you don’t have to be a power user, but know your CRM’s capabilities. If possible hire an expert. An internal resource is one of the best investments a business can make in maximizing their CRM’s power. Too often a business views the cost of a CRM system as “all in”. If the dollars are there and you have a choice between hiring another sales rep or hiring an analyst dedicated to running your CRM, hire the analyst. Like having an airplane without a pilot, a CRM is useless unless you have a skilled operator running it.
2. Have a point of view on how a CRM will improve sales results on an individual level. Remember, WIFM? What’s In It For Me? Sales people don’t really care how this tool will improve team performance. What they really care about is how it will help them. Without a clear picture of how using the CRM will help them be more productive, sell more and make more money, it’s likely that introducing a CRM tool will fall flat. Show people how they can accomplish their goals using it and they will embrace it. Make it clear, make it simple, and provide the training and support to educate.
3. Build a dashboard. Identify key metrics for your business. How many calls, appointments, referrals, sales, etc. Identify required sales activity levels such as how often to contact a prospect or referral source. Set up your dashboard to provide you with a clear and instant snapshot of your sales team’s activity and their associated results. Make these dashboards available to the entire sales team. People by nature like to know where they are, where they’re headed, and if they’re on track. Dashboard’s provide a simple way of keeping up to speed.
4. Modify your regular sales management and coaching meetings to include a CRM review. The saying, “inspect what you expect” couldn’t be more appropriate when it comes to ensuring compliance with sales people inputting their activity and results into a CRM. If you conduct weekly 1:1s with your sales team make sure that some portion of that meeting includes a review of their numbers. Require the sales person to provide you with a print out of their results directly from the CRM itself. Do not accept a handwritten report. Some things are simply not negotiable.
5. Establish regular reviews with Finance. One of the more common complaints about CRM systems is the quality of the information contained within. Meet with your Finance counterpart to bring them into the process when implementing a CRM tool and for the ongoing management of it. By working together on a regular basis you will be able to identify data discrepancies and work together to correct them. The inclusion of Finance will help build trust between Sales and Finance and the integrity of the data produced.
3 Responsibilities for Every Marketer
Marketing plays an important role in the growth of every business. Companies can no longer will their way to a win. Acknowledging the changes that have taken place in the buyers journey is critical for all companies trying to grow and increase market share. To do this…grow…a Marketing organization must perform with a strong sense of urgency, focus, customer insight, and innovation. Keeping an open mind and willingness to consider the unknown, or untested tactics, falls squarely on the Marketing organizations feet. After all, Marketing is all about generating new ideas that help increase revenue.
The 3 jobs every Marketing department must do include: define the pain, provide a vision for the solution, and finally communicate the value of the solution. How are these 3 jobs performed? Let’s look…
1. Define the pain. How do you know what your customers pain points are? Have you asked them? When did you ask? How long ago did you ask? What did you do to understand their business well enough to really “get” their pain? One method to help define the pain is to conduct a series of “Follow Me Homes” (FMH). This is a tactic that places you squarely in your customers place of work to observe first hand the operation of their business and the pain for which you believe your product provides a viable solution. Ask questions like, “what happens if you can’t do….”, or “how does this impact you personally?”. The personal focused questions will identify fears and potential risks if a solution is not found, such as a missed bonus, tension with the boss, etc. Understanding the pain is critical and cannot be overlooked.
2. Solution vision. Once you have a clear understanding of the pain and its impact on the decision maker you can begin to align your solution against the problem. Assuming your product eliminates or minimizes the problem and pain you must focus on exactly how it creates a better life for the business and its decision maker. If it saves time, how much? If it reduces “x”, by how much? Answer the “why” question. Why does it matter? What is to be gained? Connecting those dots and providing a clear solution vision is critical for the potential buyer to see…and believe in.
3. Communicating the value of the company/solution. It’s been said that people don’t care how much you know until they know how much you care. Your brand and its attributes are crucial components of your value communication. Your prospects want to know what you do, why you do it, and how you get it done. Often times the “how” is more important than the what. Think of a hair cut. Most people go to the same salon and hair dresser forever. It’s not that they can’t get a hair cut elsewhere and perhaps cheaper. But instead it’s the how, that keeps them coming back. The free coffee, cookies, conversation. The trust that’s developed over time based upon the consistency of receiving a quality hair cut is usually enough to keep you going back even if you could save some money trying someone else. Being able to demonstrate the “how” over and over again is key to communicating an effective message.
What do you think?
The focus is YOU!
Stop listening to all those who tell you it can’t be done, you’re too old, you’re not strong enough, smart enough, talented enough, or good-looking enough. Cut your ties with those who always seem to be holding you down for your “own good”. Their approach is littered with falsities all in the name of protecting you or not wanting to see you get hurt.
Be selfish. Be bold. Take a stand. There is more in life that we can control than we think. You can’t change how tall you are so don’t waste any energy wishing you were taller. Focus on the things you can change; your intellect, your strength, your talents, attitude, and your appearance are all within your control. No you can’t be 18 again, so stop worrying about it or wishing you could change it. Embrace exactly where you are today. If there is a part of today you don’t like – your job, the scale, your living conditions – change it.
The focus is on you. No one else. The saying, “you’ve got to love yourself before you can love others” is so true. If YOU are not important enough to change for YOU, then who is? Everything starts from within. Sure there can be external factors that motivate but if your changes are based on those factors rather than what’s inside they simply won’t stick.
Take charge. What if you don’t have the skills to get a new job? Read. Find as many books as you can on the subjects you want to improve on and read, read, and read some more. Sure it takes time, but how badly do you want what you’re so desperately missing? What if you’ve tried to lose weight and haven’t been able to? Look at what you’ve done and determine where the gaps are. What did your diet consist of? How often did you exercise? Everything from food to caffeine, and exercise to sleep, affect weight gain and loss. Dig in, be honest, make a pledge and then grade yourself, daily.
Most importantly stay close to those who provide positive influence and thoughts. The world is filled with naysayers and doomsday thinkers. These people are easy to identify as they use words like “can’t”, “never”, “be careful”, “watch out”, “tough”, “impossible”, “it won’t work”, and “we tried it before”. Find those that say “go for it”, “you can do it”, “study hard”, “work at it”, “keep plugging away”. Anything in life worth doing is worth doing well, and the best things in life are always the toughest things to do. Don’t settle. Be tough.
4 Ways to Produce Great Results Working from Home
Over the past several years many companies have adopted work from home policies. They call these employees telecommuters, remote workers, or plain old “work-from-home- employees”. Regardless of the titles placed on employees who perform their jobs from their homesites it’s clear that this is no passing fad but an evolution of the workplace environment.
With the development of new technologies, now more than ever, employees working from home are able to be hyper-focused and extremely productive. But working from home isn’t easy, nor is it for everyone. It takes a special type of person to be effective working from their homes. Many employers are still leery of this arrangement given past experiences where an employee perhaps took advantage of being home. This is where trust is an absolute requirement for these remote arrangements to work.
If you’ve never worked from home before, or you’ve been working from home but just looking for new ways to improve your job performance working remotely then read on. I’ve identified 5 elements necessary to become highly effective working from home.
1. Stake out your space. If you live alone this is a bit easier than if you live with a roommate or have a family. You must have an area of your home that is designated specifically as your office, your space, your workspace. Without a clearly defined area you may find yourself on the move throughout the day having to constantly move from one area to the next to accommodate your living companions. If you have kids make sure they know what the boundaries are as they relate to your office. Where your space is, your hours of operation, rules on noise, etc. Being clear up front improves your ability to perform while minimizing home disputes.
2. Get organized. Make sure your space has everything you need to operate. Having to go to the kitchen to get a stapler or into the playroom to get tape is not a recipe for efficiency. Limit the number of times you need to leave your “area” and it will greatly minimize any potential distractions. Distractions are the #1 killer of work-from-home arrangements. The temptation to cut the lawn early, take a dip in the pool, or get caught up in a conversation as you walk into the kitchen to grab something to drink all become distractions that risk your productive work time.
3. Take breaks. Sure there are certain jobs that require employees to be on the phone all day but in many positions if you were to be in an office you’d be in and out of your office throughout the day. Going from one meeting to the next, using the restroom, or going out to lunch provides built-in breaks throughout an “in-office” day. Earlier in my career when I landed my first remote position I found it all too easy to work nonstop. I would go into my “office” at 7 am, and in many cases earlier than that, and not leave it until 6 pm or later, barely taking time to use the restroom or eat. Breaks during the day allow you to clear your mind, take a breather and recharge a bit. Breaks are important to your creative effectiveness.
4. Shut it down. Perhaps the biggest risk to working from home is the temptation to work all the time. It’s so easy to sneak a peek on your email, or research an idea quickly on the internet. When the day ends, so should you. You’re really not doing your employer any favors working until 7, 8, 9, or 10 pm. Your ability to think clearly, produce creative ideas, and act with a fresh perspective are all impaired when you never shut down. Don’t leave your computer or laptop on. Shut it down. And under no circumstances should you take your laptop with you outside of your work area.
The bottom line is that you must look at your home office like a work office. When you leave it, leave it. For those who work remote what are your best practices for working from home?
Joseph DeRosa 