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.
