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If Business was a Party: Success with the Socializer

October 7, 2015John Zebell Leave a comment

Social people are fun people. They live interesting lives, share their interesting lives and have lots of friends, frankly, because they have interesting lives.

As agency clients, Socializers are fun and interesting, as well. Meetings with them are active, engaging and quite often entertaining. Who wouldn’t like such a welcome interruption to the serious work of business?

Trouble is: The party ends at some point and a hangover can follow. Socializers aren’t always the business friends you need. And, if your goal is to help them and their companies succeed, they can trip up everything they touch along the way.

Well, the good times don’t have to end badly. Here’s how to think about it and make it work.

In many ways, Socializers are this paradox: Their personalities make them successful and their personalities get in the way.

Companies of all types need Socializers. They are the salespeople who build networks and relationships that they leverage into partnerships, sales and profits. They are the glad-handing executives who thrive at trade shows, on corporate boards and at new business meetings. They are the managers who know how to drive individuals, large groups and cross-functional teams to accomplish great things.

On the other hand, they can lack talents and traits of other business personality types that fulfill other necessary roles. Such as:

  • Thinkers, who earn respect and authority through their trusted thoroughness and accuracy.
  • Relators, who apply structure, process and organization skills to great success in collaborative efforts.
  • Executives, who take charge through a strong “best for the business” bias and willful decisiveness.

Unlike the Thinker, the Socializer has many ideas – some half-baked – that they share, sometimes at the wrong time. Unlike the Relator, the Socializer often appears headed in many directions because of a twist toward engagement and networking. Unlike the Executive, the Socializer struggles to own ideas and drive action and would rather favor inclusion and consensus.

Obviously, it’s not all fun and games with the Socializer.

The account person can quickly pick up on the traits of the Socializers from the start of a relationship. Socializers are the ones needing attention and getting it.

They also have these earmark tendencies that shape their behaviors:

  • Naturally warm and expressive: They engage people quickly, enthusiastically and emotionally. Some would say about a Socializer, “He’s have never met a stranger.”
  • Open with ideas and feelings. They like to share their thoughts and you know where they stand on most everything. They brainstorm particularly well with people they trust and like.
  • Long-winded, with short attention spans: They tell a great story with animated detail and have an urge to enter or redirect the stories of others they encounter. Patience isn’t a virtue here.
  • Overextended and apparently under-organized: They will get involved with groups or with projects as they arise because they like to be part of the action and the team.
  • Soft on rules, details and process: They want freedom from control and complexity, as well as from routines that tie them down from spontaneous activities or decisions.
  • Need to be (or appear) important: They want to influence things and crave the attention, respect and public recognition that goes with that. Conversely, they fear public humiliation.

The challenge for the account person isn’t meeting the Socializer. The Socializer will find you and engage you early and often. Socializers can be very good for the account person, as well, because they will introduce you freely to their cohorts, internal resources and activities – all of which can be a humungous help to agency performance and client-agency relations.

Getting along with them isn’t such terrible duty, either. Many of these things will be quite natural for an account person, especially with a trusted business partner:

  • Treat them as a host: Let them set the pace and direction
  • Engage them in your network: Reciprocate associations and show pride in your relationship
  • Have fun with them: Share experiences, jokes and mutually interesting stories
  • Be enthusiastic and positive: Openly praise and support their ideas
  • Bear their burdens: Summarize all details, simplify complications and own responsibility for follow-up

Getting Socializers to make decisions – and stick with them – is among their big challenges. They can be flighty on one end and downright irresponsible at the other. The Socializer relies on persuasive skills and personal relationships to get out of trouble when it hits, but that doesn’t work always in favor of the account person and the agency. (Google “Bus Thrown Under.”)

Some tried-and-true practices exist for keeping the decisions flowing, the deadlines met and results positive. They include:

  • Give ownership in the idea or strategy: Engage in early iterations and spin results in reference to their input or feedback
  • Show how it reflects on them: Stress effects on prestige, image and recognition
  • Add a touch of theater: Present ideas with flair, graphics and energy to overcome short attention span
  • Support with testimonials: Accompany with favorable opinions or demonstrable success of others of high reputation
  • Own the deadlines: Make meeting deadlines feel like a personal responsibility

Even more challenging, particularly for the less-experienced account person, is getting caught up in the bad habits of the Socializer. As the relationship grows, an easy feeling can set in that makes it easy to fall into bad habits. Watch out for all of these, because they can work against the account person and the agency in time. They include:

  • Gossip: Don’t join the fast-and-lose sharing of opinions on people – especially if it goes negative.
  • Sloppiness: Don’t let their lack of discipline become yours, because them mess ends up on your lap eventually.
  • Informality: Don’t forget that won’t work with the other personality types that can be “all business” and expect the same.
  • Tardiness: Don’t miss deadlines or attend meetings late because the Socializer procrastinates or gets tied up in conversations.

The advent of social media, of course, offers a new place and new ways to interact with clients, and Socializers are notoriously large participants on social media.   Many, not all, thrive on it – posting everything imaginable about their families, their friends and themselves.

Some observers adamantly oppose friendships on social media with clients. Some law firms see it as unethical. Government employees report fear of “big brother” spying. Ad agencies are notoriously lack in their direction on using social media in business, but they should be as wary as anyone.

Friending on social media can cut both ways. When you friend a client on Facebook, you get access to the client’s birthdays, friends and posts – and vice versa. So keep these rules in mind should you decide to become a Facebook Friend.

  • Pay attention to their posts: They’ll expect “likes” and positive comments – so be ready to give them.
  • Recognize them on key dates: Birthdays, anniversaries and even holidays warrant a special note every time.
  • Avoid controversy: Beware of comments, posts and photographs that are even mildly political, religious, sexist or inappropriate.
  • Set privacy settings appropriately: Control aspects of your profile, tagged photos, contact information and wall posts that can be viewed publicly.
  • Be careful.

All in all, having a Socializer as a client is interesting, fun and rewarding. There’s never a dull moment with Socializers – thanks to the energy, enthusiasm and ideas they bring to a business setting. They see possibilities all around them and share generously. When you make the most of them, they tend to make the most of you and your relationships and success with the client organization.

Overcoming the Overthinker

September 29, 2015September 29, 2015John Zebell Leave a comment

What are more horrific than the overthinker and the dreaded paralysis by analysis? Ok, there’s life-sapping negativity and all its horrors. But in agency life, an overthinking client is horrible all the same.

No agency team enjoys the tangled mess of an overthinker. There’s the grinding rigor. The endless rehashing and revisiting. The redirection and revision.  A kind of tired apathy can settle in and – watch out – everything erodes. The interest. The work. And god forbid, the relationship. Ouch.

Now that I think about it, overthinkers can wear it out just about anywhere. The lost time, money, attention and energy are just as bad within their own organizations. These clients aren’t the “fail fast” innovators and risk takers today’s businesses need. That eventually catches up to many of them and ultimately makes them their own worst enemy.

As an account manager, however, the job is to make the best of things and win over this client. Adaptation is your key skill and here’s a challenge: Make it work for everyone – the overthinker, the client organization and the agency.

It can be done. Here’s how.

First step, let’s throw out the term “overthinker.” It’s too negative and just labels someone for blame without accomplishes anything. A negative label has no place in this picture.

Also, so-called “overthinkers” aren’t failures. They often get significant responsibilities – for good reasons. They are thorough and smart. Their bosses trust their processes and judgments. They don’t do anything rash or dumb. They earn respect and are rewarded with increasing authority. They often end up as a strategic insider, a central role within the client’s entire business.

Hence, I prefer the term “Thinker.” The image may be that of Rodin’s sculpture, “The Thinker,” with its pained pose that’s (oddly) paralyzed in bronze. But the Thinker is revered. The Thinker gets credit for discoveries, philosophies and theories that make us great. A place of honor is a better starting point for a client talk, as always.

All considered, the Thinker isn’t like everyone else. The other client types commonly fall into three major classes:

  • The Executive, who likes to control and direct things with single-minded efficiency.
  • The Socializer, who brings energy to groups for collaborative outcomes, and enjoys sharing thoughts, ideas and results.
  • The Relator, who works best in small, intimate groups and succeeds internally by applying structure, processes and proven methods.

Thinkers are different. Thinkers are those independent introverts who relish in clarity and certainty. Thinkers doggedly research subjects, examine their options and polish things along the way to a final approval. Thinkers are driven to be “right,” because, in their soul, if they are not right, they are wrong and that’s not right.

In general, Thinkers have these characteristic work behaviors:

  • They thoroughly analyze things: They develop perspectives and insights deep into a subject’s nuances.
  • They work independently, methodically: They collect information constantly and prefer undisturbed times to think.
  • They think logically: They look for reasonable causes and effects and embrace rationale arguments.
  • They esteem accuracy: They value statistics and reports from leading research firms and can quote specifics from them.
  • They avoid risk: They won’t commit to the unproven, will find flaws or oversights, and won’t move without a high degree of surety.
  • They are perfectionists: They check, recheck and fine-tune in the spirit of getting it “right.”
  • They seek assurances: They’d rather not argue, because they don’t like conflict, but prefer substantiation that comforts them in their direction.

How do you work with the Thinker? A simple answer is to be a thinking partner. The Thinker finds it very helpful to have agency minds and resources at hand, and you can partner in several ways.

  • Anticipate information needs: Search out, organize and share information on relevant business challenges and opportunities
  • Dig alongside them: Ask what information is needed and go find it – the harder to find the better
  • Engage agency resources: Introduce the Thinker to your research team and resources and share access, as appropriate
  • Be an understanding sounding board: Bounce around their thinking with a bias toward improving their thinking, not challenging it
  • Assist with organizing and communicating: Thinkers appreciate ways to express or show their thinking – particularly engaging new visual ways

If you want get a bit deeper, understand the thought models Thinkers use. Rather than whimsical flashes of brilliance and inspiration, Thinkers tend to structure thoughts under one of the analytical forms or plan formats they learned in business school. Others adopt those of their own company or the consultancies they have worked with over the years. Others still apply strategies and approaches they’ve found in the business press or books.

An expert’s understanding of business models can help the account manager in a number of ways, including:

  • To ask questions that stimulate the client’s strategic thinking
  • To anticipate the client’s information needs
  • To develop sources or practices for getting the information
  • To understand the client’s logic and thinking
  • To build visual tools for best presenting the information
  • To become a trusted strategic partner

Among the most common of these and certainly worth further understanding are:

  • (Duh) Strategic plans: Outlining near-term or long-term direction with a situation analysis, objective, target customers, strategies, tasks, tools, responsibilities, budgets, timing and key performance indicators
  • Brand analysis: Understanding the positioning, strength and value of a brand relative to competitors and market opportunities
  • Customer journey mapping: Step-by-step look at the customer’s experiences with a brand from first learning of it to possible displays of loyalty and advocacy of it
  • Stakeholder analysis: Determining how a strategy will affect key individuals or groups
  • SWOT analysis: A look at the Strengths, Weaknesses, Opportunities and Threats for a product, service or company in a marketplace

The Thinker isn’t just gathering facts and filling in blanks, though. Thinkers add value through their imaginative skills and through asking questions.   Here’s where the account person and agency can add value, too.

For this, just remember a single word: What. It’s central to the Thinker’s thought process. It defines. It stimulates. It challenges. It energizes. The Thinker uses it in these ways to build an idea, a rationale and a plan:

  • What? What is the product? What is the problem or opportunity? What are we trying to accomplish?
  • What if? What different course could be taken with the product or to meet the need? What would fulfill our wildest dreams?
  • So what? What’s the purpose? What will we accomplish that matters? What will people care about?
  • Now what? What’s needed to get this done? What are the steps and priorities to success?

But at this point, doesn’t it still feel like a lot of overthinking? These thoughts sound reasonable for working with the Thinker, but do they really solve the Thinker’s main problem? Do they address “paralysis by analysis?”

They will help because they build trust, which is essential to the Thinker’s decision-making process.  Yes, the Thinker is a rationale being, seeking facts and logic to support an idea. But emotions play a big role for them, as well. They keep niggling to avoid the discord that accompanies ambiguity, uncertainty and risk. They seek comfort. Assurance. Surety.

So how do you get decisions made and keep them made? How do give them that comfort and assurance? How do you cure the paralysis by analysis?

The best in the business always have a well-established trust and partnership relationship with the Thinker – as with every client type. But for the Thinker, they keep things moving with skill and attention to the following:

  • Process: Establish a comfort with the way you’ll tackle the assignment and then stick to it. Respectfully call out deviations from the process and the consequences.
  • Timing: Establish firm deadlines for key steps in the assignment and honor them. Make them reasonable and meaningful so that there is no reason they shouldn’t be kept and that there are consequences to breaking them.
  • The Big Idea: Articulate the main idea or strategy in simple, meaningful terms and gain its approval and establish it as a guideline.   Connect smaller decisions to that Big Idea and deflect time-consuming efforts that are off it.
  • Substantiation: Challenges and criticism will confound matters, but new information, insights or observations that substantiate a decision will enhance the client’s comfort level. Look for substantiation and avoid the negative.
  • Support: Build support for the idea through your network at the client and at the agency and share with the client. Help them feel idea has general acceptance and momentum.

Thinkers can change the world, but they can get stuck in the paralysis of analysis just as well. They struggle because they find comfort in researching, understanding and thinking, and they find risk in committing, deciding and doing. The account person’s job is to build their trust, help them think and allay their fears. That makes everyone successful and happy – the client, the client’s organization and the agency.

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