Evolutionary Blog

Distinctions to accelerate your personal and professional evolution

Extensions, Testimonials, Referrals, ... and Bears. Oh My!

A student of my material sent an email with some very good questions for client management including how to handle contract extensions, referrals, testimonials and general end-of-contract dynamics and structures.

I have re-posted relevant portions of the email exchange below for you.


I've listened to your recordings from previous coaching programs and have found them to be insanely valuable. I've signed 8 clients and raised my rates already in the first few months of the program, and I attribute it to following your sales process to a "T".

A HUGE thank you.

My pleasure. I am delighted to hear they were useful to you.  

 

As a couple of my 6-session coaching packages are coming to a close, I have questions around how you structure the end-of-package process. Here are some specific questions:

Do you formally review outcomes with your clients at the end of a package? If so, how do you structure this conversation?

 


Yes we do. Twice in fact. We review their outcomes and the stated evidence for those outcomes about 2/3 of the way through the process. This review is important so we can see where we are on track, see where we already achieved the outcome(s), and see where we need to focus out remaining time together.

Additionally, in the final session, what we do is review their outcomes [mostly I print them out and hand them the assessment we made together] and with those, I have them fill out an extensive feedback sheet or "exit survey" as I like to call it. 

When do you raise the issue of referrals? I love how you talk about referrals on the FAQ page of your site, and I'm wondering how else you support those ideas and maximize the chance of the client biasing toward action.

I never really raise the issue of referrals along the way. For two reasons really, 1) I find it a little off for the Evolutionary Sales™ approach, and 2) I usually I do not have to because they do--and when they mention this friend or that colleague, I tell them how to refer people to me--get their permission to give me their contact information and leave the rest to me.

Additionally, because referrals are part of the agreement they signed, the exit survey gives them an opportunity to write down two names and phone numbers for referrals they have permission from to do so--which re-presences it for them if they have forgotten; it is right there on the last page of the feedback sheet.

Do you collect testimonials from clients? This seems like it would be good material for my website, which isn't up yet. If so, how do you frame it? When do you ask for it (i.e. at the end of a package, when the client is at a peak)

Yes, of course. When they write or say something that is a peak or they are acknowledging me about something I simply ask, "can I quote you on that?" with a friendly chuckle. Then I ask them if I can edit it and send it to them for their approval before I publish it. Sometimes they want anonymity, but I then just use it and us this attribution:  " --Anonymity Requested".  

The truth is, I have no interest in the compliment personally [as in an ego boost or a pat on the back--no interest in that]. However, practically and professionally, you bet I want to hear that--as long as I can quote them on it. Compliments are of no value to me. Testimonials are.

Often, when they say something that would make a great testimonial, typing it up is the thing that is in their way and delays it becoming a testimonial. That, and they are worried about writing it well or "doing it right". So I offer to type it up for them to capture their sentiments and send it to them for their approval.

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Teleseminar ::: Three Necessary Components for Systematic Success

UPDATE ::: This call is over. The audio from the call is now available here:

 

{mp3}free_teleseminars/20100315_3_components{/mp3}

---

There are only a few components successful coaches and practitioners must incorporate into their practice to turn it into a business. At the same time, you can be “doing” these things, and still be unsuccessful unless you have the necessary techniques and ethical tactics incorporated into the components.

Not just the “how” but “how specifically”.

In this free tele-seminar discover:

  • The 3 Necessary Components for Building and Maintaining a 6-Figure Practice
  • 7 "Tricks of the Trade" including :::
    • 4 strategies successful coaches and practitioners engage in on a regular basis to maintain their practice
    • 3 critical techniques to turn your initial consultations into results
  • The Number 1 Mistake that Practitioners and Coaches make in their marketing strategy and their copy writing
    • [and it’s solution]

 

Monday, March 15th, 2010 @ 7pm Pacific. Use this link to register for the call:

http://myaccount.maestroconference.com/conference/register/7B344C7GLNT38MX

 

This from a former student :::

"Jason McClain is the real deal. His personal life story makes the stories of both Tony Robbins and Christopher Howard look like happy-go-lucky children’s books. He has been quoted as saying, 'if I can be happy and successful anyone can'.

"He built a 6-figure practice from scratch with an intangible service ::: “Personal Evolution”. Something no one wakes up in the morning and thinks they need or looks for. His success was as a result of the incredible efficacy of the system he developed by trial and error." -M.D.

A system I will hand over to you in this talk. Fine-tuned, and streamlined.

"I believe that right now is the time for the Evolutionary Professional™. The emergent agent of change integrating purpose and wealth; doing well as a result of doing good-- integrating universal spiritual principles and free market economics. I understand that the more of you I empowers to be successful, and have a full-time practice that is thriving, the better off the world will be.

Evolving the planet one client at a time is great, but it is horribly inefficient. *laughing* Let’s accelerate the process together."  --Jason D McClain

--

Acquire knowledge from one of the most broadly educated minds in the coaching business always innocently irreverent, funny, affable, approachable, and obviously committed to serving you by delivering dense value in his talks, expect the tips you will learn in this evening to bear immediate and lasting fruit in your business and in your life.

Be sure you have something to take notes with: and feel free to submit questions before hand. Space is limited to 99 participants to grab your spot now.

 

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Evening Talk ::: The Three Necessary Components | Success is not Magic ::: It is Systematic

There are only a few components successful coaches and practitioners must incorporate into their practice to turn it into a business. At the same time, you can be “doing” these things, and still be unsuccessful unless you have the necessary techniques and ethical tactics incorporated into the components. 

Not just the “how” but “how specifically”.

In this free evening talk discover:

  • The 3 Necessary Components for Building and Maintaining a 6-Figure Practice
  • 7 "Tricks of the Trade" including :::
    • 4 strategies successful coaches and practitioners engage in on a regular basis to maintain their practice
    • 3 critical techniques to turn your initial consultations into results
  • The Number 1 Mistake that Practitioners and Coaches make in their marketing strategy and their copy writing
    • [and it’s solution]

 

This from a former student :::

"Jason McClain is the real deal. His personal life story makes the stories of both Tony Robbins and Christopher Howard look like happy-go-lucky children’s books. He has been quoted as saying, 'if I can be happy and successful anyone can'.

"He built a 6-figure practice from scratch with an intangible service ::: “Personal Evolution”. Something no one wakes up in the morning and thinks they need or looks for. His success was as a result of the incredible efficacy of the system he developed by trial and error." -M.D.

A system I will hand over to you in this talk. Fine-tuned, and streamlined.

"I believe that right now is the time for the Evolutionary Professional™. The emergent agent of change integrating purpose and wealth; doing well as a result of doing good-- integrating universal spiritual principles and free market economics. I understand that the more of you I empowers to be successful, and have a full-time practice that is thriving, the better off the world will be.

Evolving the planet one client at a time is great, but it is horribly inefficient. *laughing* Let’s accelerate the process together."  --Jason D McClain

--

Jason D McClain will lead this talk. 

Acquire knowledge from one of the most broadly educated minds in the coaching business always innocently irreverent, funny, affable, approachable, and obviously committed to serving you by delivering dense value in his talks, expect the tips you will learn in this evening to bear immediate and lasting fruit in your business and in your life.

Bring something to take notes with. 

 

When and Where  [specific locations to be announced]

Los Angeles ::: Monday, April 19th ::: 7pm to 9pm

San Diego ::: Tuesday, February  9th ::: 7pm to 9pm

 

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Spiritual Capitalism ::: Prosperity Through Purpose

"When people are free to act, they will always act in a way that they believe will maximize their utility, i.e., will raise them to the highest possible position on their value scale. Their utility ex ante will be maximized, provided we take care to interpret “utility” in an ordinal rather than a cardinal manner. Any action, any exchange that takes place on the free market or more broadly in the free society, occurs because of the expected benefit to each party concerned.” –Murray N. Rothbard, Power and Market

"We must not be afraid to be free."--Justice Black

 

Human beings have an inexhaustible spirit. Through wars, pestilence, oppression, disasters, genocide and personal tragedy, human beings continue to express creativity and ingenuity to the very degree that they are allowed the liberties to do so. It is an unquenchable and inexhaustible Spirit. It is the best—the Divine—within each of us that makes it so. And while at times, we have varying degrees of access to the divine within us, and sometimes the light is dim and flickers, the fact remains that there is a god or goddess in all of us waiting to come out and play.

What if we could integrate our work and our play? Our spirit and our finances? Our economics and our purpose? Our job and our internal worship? The mundane and the divine? My assertion is that not only is this possible...it is necessary...for the conscious evolution of the planet and for our survival and thrival as a species ::: not to mention our personal happiness.

As many of us our satisfied--that is we have all the nice stuff. Cars, houses, fine clothing, computers, iPods, great relationships, money...but we remain unfulfilled. How many of us are seeking something. Trying to fulfill ourselves with something outside? How many of us have done this ourselves? Seeking, looking, grasping...some of us desperately. And yet, what we seek is right within us all along waiting to be discovered. Waiting to be unleashed. Waiting for the full integration into our daily lives...

Spiritual and Capitalism are two words that we seldom, if ever, hear in the same sentence unless derisively or pejoratively in this Country. The conventional and majority “wisdom” states that they are diametrically opposed. That one cannot live a truly spiritual life and be a capitalist and that a capitalist is never really up to any good. Is this conventional wisdom truly wise? Is it even remotely accurate?

First, we must define “capitalism” and “spiritual” if we are to get anywhere in this discussion. It is worth noting that “capitalism” is a term that was coined my Marx—the greatest self-anointed enemy of capitalism—someone whose economics theories have virtually all been empirically disproved—to live. We could simnply say he was a failed mathematician. Just wrong on the numbers.

The irony there is obvious on both counts. Prior to Marx, there was no definition or characterization of “capitalism” really, for it was not a system at all—it was very simply the application of liberty in the economic domain. “Free Market” meant just that—that the market was free and unrestricted. What was the market? Humans engaged in voluntary associations for mutual benefit. Nothing more. That association may have been a mine worker freely associating with the owner of a mine for some agreed upon amount of money per unit of work [hours or perhaps ponds of extracted materials, etc.] or a provider of transport for someone who wishes to travel somewhere or to send goods to a market in another geographical area or someone wanting to “buy money”—that is, take a loan out with the contract obligation to repay it plus a fee [interest], but in no case could there be violent coercion. It is also noting additionally, that “coercion” does not mean “influence” as in political vogue today, as it abrogates free will and muddies the waters. By "coercion", we mean violence or the threat of violence against person or property. It is truly a triumph of rhetoric over reason that the thinking—debunked for over a century now—that in the free market one person always gains at the expense of another still prevails among many laypeople.

What has been known almost since the beginning of economics becoming a science is that both parties always benefit—or at least expect to do so—otherwise they would never engage in the association to begin with. For humans always expect—through all their choices and actions—regardless of if they are proven right or not, to benefit or improve their lot by their choices. Of course, “liberty” does not mean you are "free" to aggress against another’s person or property as an extension of their person though their labor. Therefore, the only “restrictions” were and should be that force and fraud [fraud is implicit force or implicit theft] were actionable torts. Liberty does not mean you are free to do anything you like. Liberty and freedom are different distinctions. What liberty does mean is that you are free from violent aggression from another. You are therefore not “free” to aggress against another, as to do so would violate his or her liberty.

So “capitalism” as it is so ill-named, is liberty practically applied—the ability to freely associate for mutual benefit. Nothing more and nothing less. Anything else is a moral judgment or characterization or perhaps an aesthetic condemnation and therefore not appropriate for a definition as such. There are, of course, questions of morality and aesthetics, which often confuse this definition or muddle the thinking around it, but for our purposes, we will address those later, if at all. However, that does not mean that they are not important and valid questions. I would love to have that dialogue, it is just beyond the scope of this piece. Let's is suffice to say that just because you can to something does not mean you should do it. Unfortunately, in this highly politicized and philosophically muddled society, the distinctions among ethics, morality, and aesthetics have become blurred.

What then, is spiritual, for surely, “capitalism is the least spiritual system of economics” is it not--according to the conventional wisdom?

Spirituality or “being spiritual” means so many things to so many people. It may mean following this spiritual text or that spiritual text. It may mean being “Christ-like” or “possessing the Buddha mind” or it may simply mean being pious or acting for the good of others. For still others, it is following the directives of this spiritual leader or that spiritual leader. For still others it is “opening to the Divine” or “becoming one with all things” through meditation and “spiritual practice”. For still others, it is accessing their own consciousness or their creative spirit. How then can we come to a universal definition of “spiritual”? For this, we must understand the spirit of human beings.

Spir·it n: 1. a vital force that characterizes a living being as being alive2. somebody’s will, sense of self, or enthusiasm for living 3. an enthusiasm and energy for living 4. somebody’s personality or temperament 5. somebody or something that is a divine, inspiring, or animating influence Encarta® World English Dictionary © 1999 Microsoft Corporation. All rights reserved.

For our purpose, we will define “spiritual” as: accessing and liberating to the largest degree possible that which is our vital life force and the best we have within us—our creativity, our inspiration, etc.

That is, by demonstrating behavioral alignment or pure expression of our highest values. This could be through art, community, leadership, study, contribution, entrepreneurship, our job roles, or our chores. It could be liberating our minds through meditation. It could be making love to our partner, for anything with which we bring our Spirit to, and engage fully unleashing our highest inner self, can be, and will be, a spiritual experience and we can bring this to most activities, most notably, our ideas and the implementation or actualization of those ideas or visions. That being the case, let’s examine capitalism, and not-capitalism very briefly. Anything other than unfettered capitalism—full economic liberty—is marked by increasing intervention by the State. That is—the government.

What then, is the nature of government? Government in any form [from democracy to socialism to communism to monarchism or dictatorship] has two inalienable qualities: 1. a monopoly on the initiation of force over a declared geographical area, often under the pretense of “protecting” its citizens—whether they need it or want it or not; 2. it exists and operates by levying taxes—that is the coercive and compulsory appropriation of money, which if any other organization or group or individual were engaged in would be called “theft” and prosecuted. The more the government intervenes in the affairs of its citizens [including “assisting” its citizens], the more the use of force is employed and to pay for the increase in government “services”, taxation, or debt, must increase—more force. If it is taxation, it is direct and immediate force. If it is debt, it is delayed force as future generation will have no choice in the matter—they are, in a real way, enslaved to the government as a result.

Therefore, the government is always committing the very same acts that it is entrusted to prevent: violence and theft. The emperor indeed has no clothes, yet all of society is raving about how wonderful his robes are, and how we should make more of them in various colors. We have already seen that the most spiritual a person can be is liberation of their spirit, often through creativity, and that they have the inalienable right over their own person and body [and by extension their property] is accepted as natural law and our intuitive moral sense. It is obvious that the use of force against someone—one of the few things all humans can agree on as criminal unless it is purely defensive while protecting your person or property—is dampening to their Spirit, not liberating.

Therefore, the more the government intervenes, the less “spiritual” and the more liberalized [free] the economy, the more spiritual, as human beings are free to fully express themselves in every domain of their life, including the economic. Therefore, Capitalism is the most spiritual system. What of the "evils" of capitalism? Some people think we have a free market in America, and/or in the Western Industrialized core of nations. We do not. We do not have capitalism. We have something between “mercantilism” and “corporate statism”. Most people who argue about the evils of capitalism know not what they speak of, nor even what system we operate within. In fact, America is not a democracy at all—it is a constitutional republic—an important difference.

But let’s leave politics aside for this discussion.

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Becoming Attached to [and Disidentifying from] Our Clients' Outcomes

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One of the CLC3 Apprentices recently asked me a very important question.

He asked about the problem of becoming attached to the outcomes of the client--in other words, “what happens if they do not achieve them? What happens if they do not hold up their end of the bargain [doing homework, reading, etc.], and what does that mean about us? How do I avoid this problem—and the discomfort of it all”.

“And what happens if--even worse, they have already paid in advance in full and it becomes clear they are not keeping up with the milestones that are necessary as sign-posts on the way to their destination we call 'goals' or 'outcomes'? What do we do?”

This is an important question and it has a several-part answer. It is important because it comes up for most coaches and practitioners; at some point you really, really want XYZ for the client. Yes, they must be outcomes the client wants [not outcomes you see they "need" but they do not resonate with] but even still, with their outcomes we get emotionally engaged--we care--and we want them to have XYZ really badly.

Part of the challenge is that we are not responsible for the lives of our clients--we can't be. They would get less out of the process if we were; at best, we would actually be inhibiting their growth if we take on that responsibility. They might blame us; they would take less responsibility for creating the life they want and deserve. It could become the coaches "fault" or for some, the coaching [or whatever you call the process] will be just another thing that did not work for them, etc.

And we created that with our attachment.

So the first part of the answer is to make clear to the client--practically--that we are not responsible for their life; that they are. How do we do this? We write it directly into the client-coach agreement that they "are responsible for the results of their life, business, relationship", etc. And given how some people can be when they are making large life-altering decisions, we review the agreement and then we further clarify and have them initial each paragraph while reviewing it with them to make sure we have done our due diligence as a practitioner in making sure they understand the nature of the relationship is one of trusted adviser--nothing more—and that they understand the agreement in full.

That is the practical aspect.

What about the interpersonal aspect? The actual coaching dynamic? Because you see, to complicate matters if you seem attached [that is you start become emotionally attached to their outcomes, you may engage them in a way that has them polarize, dig in, and resist you--and they start to resist you in ways that will not serve the process overall.

Or worse...

Or worse--they do not do their "homework"--whatever that may be or represent--and they are scared to tell you. In the worse cases they may simply go missing in action. Or they become dishonest.

This is simply another reason I am not a "coach" I am a "Guide" and that approach is something I am careful to embody in every interaction--they do not do their "homework" I communicate to them--with a compassionate smile and a shrug--that I want them to get their outcomes. That I care; and I may even ask them how they best want to be supported. How they want to be held accountable--and I have them design the dynamic.

I have found this softer approach--with nothing for them to resist or push back against--is far more effective than any hard-nosed techniques by far.

Finally [and at times most importantly] is our own development as we, as practitioners, continue our path: who we are is not the results we assist clients in achieving [both positive, amazing over-the-top goals as well as "failures". Who we are is not that.

Those are the results we assist them in producing, to be sure, and we are professionally responsible for that, but who we are is that which is experiencing it all. Who we are is that Witness; that locus of awareness. And as we come from that place, we will be even more effective, they will feel more freedom to expand and grow within that gentle, ever-present embrace. From that place, where universal beauty unfolds, we are reminded why we do what we do--for that expansion. And within that expansion a better, more joyous, more beautiful world awaits us all.

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