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How not to ask for help

vjru

In the course of running a small business it often becomes necessary to ask for advice. Small businesspeople tend to be very good about giving it, because we all know that at times we will need to ask for it as well. Giving informal advice is a great way to network.

But you can go too far, as a correspondent of mine recently demonstrated:

To: Important Biz School Alumni Email List
From: Small company CEO

Is there anyone out there with SAP experience and how to do implementations.

SOS

Small company CEO

Well, as much as I hate to admit it, I have some experience with SAP, and this guy is in my area, and I'm looking for clients and references right now. So as a fellow alum I got back to him right away:

To: Small company CEO
From: BTC

I've been through several implementations. What do you need to know?

And I got an equally unclear response:

To: BTC
From: Small company CEO

We are in need of lots help. Please call me, if you may.

Regards,

Small company CEO

He subsequently sent out another general email clarifying what he was looking for, but not really:

To: Important Biz School Alumni Email List
From: Small company CEO

Further clarification -

We are a Human Resource Outsourcing firm and are looking for implementation professionals with extensive knowledge of Human Resources (Outsourcing) and SAP Implementation.

Small company CEO

As it was right before the holiday weekend, I decided not to pick up the phone and start a call. Instead I sent a very polite note stating:

To: Small company CEO
From: BTC

Based on your clarification, I'm not sure I have that much to offer as I haven't touched the HR side of things in more than a decade, and in truth have not been a hands-on guy for several years, as I've moved up the chain into project management. But if you'd like any general thoughts, project assistance, or overall guidance, I'm always happy to have a conversation with a fellow alum, and if it leads to doing business together great, if not then no big deal.

I'm working from home at xxx-xxx-xxxx, but am wrapping up for the day and about to head out. I can speak with you early next week, either by phone or in person. Would that be OK? One of my clients is about five minutes away from you and I hope to be over there on Tuesday.

BTC

I received no reply, but followed up on Tuesday.

To: Small company CEO
From: BTC

I have not heard from you. Just returned from my somewhat extended weekend and would be available to talk if you like.

Thanks

BTC

I did not hear from him by the end of the day and figured that there was no interest. Fair enough. What he's talking about isn't really my expertise anyway. It would have been nice to get a note saying "thanks but no thanks." Unfortunately, some would-be businesspeople seem to regard simple courtesy as an optional matter, even when corresponding with a fellow grad-school alum.

So I was sort of floored to receive the following today:

To: BTC
From: Small company IT Manager

I am the IT manager at SmallCo, and I have been asked by Small company CEO to contact you regarding this email. First I would like to thank you for the quick response. We are currently in the project planning phase and we would like to gather as much information as possible. We will be formalizing our questions and send them to you via email within a week or so.

Again we would like to thank you and appreciate your assistance.

Small company IT Manager

How many ways is this fucked up?

  • I offer to have a brief conversation with a fellow-alum and am instead passed off to some IT manager, without so much as an introduction or a request that I speak with him. Since when is a personal offer of assistance translated into an offer to do work for your whole company?
  • I offer to answer some quick questions this week, yet the response presumes me to be available to answer detailed questions at some indefinite time in the future, without even asking if I expect to have the time.
  • I am presumed to have expertise to answer their questions, even though I pointed out that my detail-level expertise is limited. In fact, I still don't even know what kind of information they are looking for.
  • The sig line on my emails makes clear that I'm in the consulting business. While the line between "friendly advice" and "professional services" is vague at times, generally speaking if you're sending somebody lists of questions, you have probably crossed the line into the "services" area, in which case it's appropriate to first ask about establishing a formalized relationship. Yeah, that includes paying me.

-btc

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Comments (20)

WINEX:

BTC, the situation really is quite simple. You are a consultant. You aren't running a charitable organization.

You can still provide value even though you aren't interested in providing (nor do you have the current background necessary to) provide implementation services for the HR module of SAP.

If you don't mind doing some tech work, sell yourself on the architecture side. SAP implementations are always complex and expensive. If you feel technically comfortable with the role, there is value in giving higher level guidance for their project.

I'm a consultant doing data architecture work in your neck of the woods. (Huntington Beach) If you would like to talk more offline, send me an email and I'll be more than happy to give you a little bit of my time.

WCS:

I surfed on over here from a graph posted on patrick.net.

Forgive me for laughing after reading this, but it's so typical! I've worked for myself for over ten years and the adage "no good deed will go unpunished" often applies. In this specific situation I would respond with thanking them for the promised clarifying email to come, and that you will be, at some point when your schedule allows, emailing an estimate of your time involved, if even simply taking the time to research an appropriate referral for them. Another technique I use is referring people like this to competitors I dislike. : ) Send the PITA their way, I say!

aspeth [TypeKey Profile Page]:

Some people's kids...

I can't tell you how many of those "brainstorming sessions" I've been invited to and declined. This is, of course, a thinly-veiled reference to developing an entire framework for someone with no fee attached.

I think it's a combination of a total absence of manners and that these fucks feel somehow entitled to other people's knowledge and experience. Because you'll notice that these are the same people who don't even follow up with a token thank-you gift. I mean, even if you're a cash-strapped start-up, you can take the time to pick up a $10 bottle of wine at Trader Joe's to thank someone for the hundreds or thousands of dollars of in-kind work they've just done for you.

Let this be a lesson to all of those out there with no home training...no one else owes you anything, and favors should be regarded with a good bit of "I'm so appreciative that you would go out of your way to help me!"

Haggis:

WCS:

'No good deed goes unpunished".

How laughably true is that.

Though, at the end of the day, I'm quite willing to offer good advice if the mood strikes me. And if the person receiving seems to be 'receiving'.

Cheers, Mail Guru

BelowTheCrowd [TypeKey Profile Page]:

An update

Yesterday, I got an email from the CEO, informing me that he was now out of the country and asking me to talk with his IT manager.

I begrudgingly agreed to do so. It's obviously possible that something may come of this.

But he still misses the point. He sent a personal email, to members of a pretty tight community that he claims to be a member of. You just don't do that, then blow the person off to somebody else.

I'd feel differently if he had sent out a solicitation for consulting services. In that case I would have responded differently and had different expecations. It's quite normal for those kinds of things to be passed along. But if you're going to be pulling out the "common background/interest" card, you'd better be willing to respond in kind.

Winex, will drop you an email. Always happy to talk. I'm with a client the rest of the day, then out of town tomorrow, so maybe we can chat next week. I tend to work from the business side, not in a technical role anymore, so the fact that I was blown off to the IT guy suggests that this isn't going to be a project where I can be helpful, although you never know. I've seen IT-managed projects that failed because there was no business side engagement. Part of the reason for my response was that the request came from the CEO, not from anybody in IT, and that's more representative of where I can add value.

-btc

BelowTheCrowd [TypeKey Profile Page]:

Aspeth,

I decline these things all the time.

As noted, I responded because:

1) He and I went to the same biz school, though at different times. I generally expect, and generally am rewarded with, a reasonable level of professionalism when I respond to requests forwarded through this medium. It's also been my best source of contacts and referrals over the years.

2) The email was from the CEO, not some IT flunkie. That also often leads to a professional discussion, ususally starting from the vague and strategic stuff (ie, "we know we need to do this but how the fuck to we even get started") and driving down to the more specific ("Here's a list of five things you usually need to start with, and BTW one of them is to bring in somebody who knows what he's doing") and eventually moving on to the soft sales pitch ("And I happen to be available this month.")

3) It seemed urgent. Always easier to sell yourself to somebody who's desperate for help right now, than to somebody who has all the time in the world to "have discussions."

Seems I was wrong on several accounts. At least it only cost me the time to write a few emails.

Incidentally, if you really want to impress somebody you don't even need a gift. A handwritten thank-you note has become such a rare treat that it really gets people's attention. Custom notecards and a nice fountain pen were two of my first purchases for the business.

-btc


aspeth [TypeKey Profile Page]:

BTC...absolutely agree on the handwritten thank you note. Great point.

I can't think of a graceful way to say this so I will just ask: could there be a culture mismatch? Is the CEO relatively recent to the USA and missing some of our sociocultural niceties?

He's definitely of foreign origin.

But he's also made it through a top-10 biz school and has work experience in this country prior to this company.

-btc

WINEX:

BTC, I'd be more than happy to talk with you, but all of next week is going to be bad. I'm going to be in Washington D.C. for the week and will be consumed with the business that I have calling me there.

Maybe I can drop you a line the weekend after this one.

Winex,

No big rush. I'll get with you after next week.

Another Update

Heard from the IT geek today. During the conversation he:

  • Explained that they were already working with a consulting firm on strategy, functional issues, etc. IOW, the stuff that I would have expected to talk with the CEO about, and where I might have been useful.
  • Explained that they were nonetheless looking for input about issues that they had not engaged the consultants to deal with, and were dealing with in-house. These were mostly related to hardware, ASP vs. in-house hardware, and other infrastructural matters.
  • In response to my question "Why not ask your consultants," explained that they had chosen not to pay for consulting on these matters.
  • That he hoped that I would be able to provide useful input about those matters that they didn't want to pay for advice about.

I quickly made excuses. This really crossed the line. I mean, come on:

  • You have a fucking consulting firm already!
  • You have decided to go for the cheap consulting deal, paying only for the stuff that you know you can't possibly do yourselves, and hoping to muddle through the other stuff without professional help.
  • You plan to backfill for your own cheapness and incompetence by asking me and other people for free consulting!

I made excuses and told some partial truths to get myself out of answering, or even providing a useful framework. (Definitely no recent relevant experience with SAP, though I've looked at the same questions with regard to an Oracle shop recently a couple of years ago.)

Done talking. Not even a chance for something good for me in it and the fact that I'm talking to the IT flunkie means that there's not even so much as a useful reference. Time to forget about it and move on.

-btc

Ah yeah BTC - another one that hooks you in is the LinkedIn crowd - after I wasted 10 hours writing up stuff for a close contact through there he got busy "fighting fires" - so busy he never responded to the extensive work I put together for him with even a thankyou. I guess I learnt that lesson the hard way.

R-Boy:

I've learned to actively avoid such techno-linked groups, because the type of request you got and its manner is exactly the same that I would get constantly.

R-Boy:

BTC,

As an aside, I've read many non-CaseySerin posts of yours here, and I absolutely love this blog and your writing style. When my TypeKey account gets finalized, please oh please do for me what you did for Aspeth and others. I promise I'm fully of witty econo-speak.

RBoy [TypeKey Profile Page]:

Woohoo! I can comment now

Brian:

In my experience people tend to be more courteous to people who they can attach faces to.

This is one of the reasons why I insist on getting some face time before proceeding with any consultation or project.

I automatically put people in ignore mode if they don't even want to afford the time to meet in person.

Brian,

I agree. It's why my first offer to Small Company CEO was to meet in person.

R-boy and others, you shouldn't need to have a typekey ID, but if you do I can make you "trusted posters" which gets you past most of the spam checks. An email is always required.

I was advised last night that my spam filtering was too tight, so I loosened it a bit. Should help everybody.

-btc

Lost Cause:

Human Resourse outsourcing firm, and nobody mentions that? Jobs going to India, perhaps? So normal, that it doesn't rate a comment anymore?

Los Cause,

My impression is that they are not so much into sending things to India as they are in the business of providing HR management to smaller firms, that need some kind of professional HR management, but aren't quite big enough to justify having a full-time person in house.

They provide the HR manager, the systems, access to benefits (which allows them to pool all their client firms together, for better rates and options), etc.

Seem to be focused on making as much of it as possible "self-service." I'm not sure that's a bad idea, as it tends to narrow the HR role to an administrative one and leaves the real important issues (hiring, recruiting, etc.) in the hands of actual business managers. There's nothing worse than a small company with an underworked HR mangager who makes it her business to be involved in everything.

-btc

The Hubby's employer has virtually all the HR outsourced to one of those companies. If done right, it can be a very good deal for both SMBs and their employees (dare I say, a win-win?).

If I were doing a startup, I'd take a very hard look at using one myself.