Sales tips, leadership communication skills insight and more from Steve Giglio, sales training professional for more than 25 years.

Reflecting on 2024

Reflecting upon this past year, I’m most fulfilled by seeing and feeling clients’ efforts to broaden and strengthen themselves.

Each of us is on a development journey. I’ve learned, and I teach, that this exploration is always ongoing. The true gift is the growth, not the speed at which achievements are realized.

Part of that growth comes from receiving, and giving, feedback. I’ve often stressed that feedback is a contribution, not a castigation. In my last post about annual reviews, I recommended that you hold it positively, knowing that you will learn a lot if you are willing to really hear the feedback you’re given. It’s also critical that you deliver feedback so that it can be received as helpful, caring, and committed.

When engaging with clients in the upcoming year, it is as important as ever that you fully develop a tailored value proposition. In this process, I continue to be gratified when I create a climate of discovery through insightful probing questions that get deep into a client’s needs. This process, each time completed, illustrates to teams the technique of being interested, then interesting. It fosters a genuine level of client affirmation well before one starts to present a solution.

Thank you for following this blog and participating in this year’s observations and discoveries. I promise even more in 2025.

Happy Holidays!

Embracing Yearly Reviews: A Path to Success

Yearly reviews are a staple in the professional world, whether you are a consultant working with an organization or an executive inside one. Instead of viewing these reviews as mere formalities, consider them opportunities for growth and recognition. Here’s a tip: ENGAGE WITH IT and ENJOY IT!

Why Engage with Yearly Reviews?

Yearly reviews provide a platform where you can articulate your achievements and demonstrate how they have contributed to your development as a better executive or representative of your company. Engaging with the review process highlights your accomplishments and sets an example for others, including your reviewer, to follow your lead.

The Importance of Sharing Your Achievements

Many supervisors may not be fully aware of the extent of your accomplishments or the skills you have gained from them. This is your chance to inform them. By clearly listing your achievements and the skills you have acquired, you provide a comprehensive picture of your contributions to the organization.

How to Prepare for Your Review

  1. List Your Accomplishments: Begin by compiling a list of your significant achievements over the year. Be specific about what you accomplished and how it benefited the company.
  2. Highlight Skill Gains: For each achievement, note the skills you developed or honed. Explain how these skills have made you a more effective and valuable organization member.
  3. Connect to Company Success: Clearly articulate how your accomplishments have contributed to the organization’s success. This demonstrates your understanding of the company’s goals and your role in achieving them.

Communicating with Your Reviewer

Before your review, send this information to your reviewer with a note expressing your anticipation for the discussion. A suggested note might be:

“I’m looking forward to discussing these achievements during my review.”

This proactive approach demonstrates your high level of engagement and commercial judgment, underscoring your role in your organization’s success over the past year.

Conclusion

Yearly reviews are more than just evaluations; they are opportunities to showcase your growth and impact. By engaging fully with the process, you not only highlight your achievements but also reinforce your commitment to your professional development and the success of your organization. Embrace the review process with enthusiasm, and it will serve as a powerful tool for your career advancement.

Find Your Charisma

I’m frequently asked how to help clients unlock their charisma, and my answer is always the same: “You already have charisma; let’s discover it together.” I truly believe that!

Whether you’re an executive who can no longer follow a wayward CEO or someone eager to leap into consulting after mastering your field, embracing your charismatic potential is entirely within your reach. Here’s how to do it:

**Identify Three Key Skills:** Pinpoint three essential skills you possess that are crucial for success in your profession.

**Craft a Compelling Case Study:** Develop a powerful case study that highlights these skills and can be delivered in under sixty seconds. This concise narrative will captivate your audience.

**Shift the Focus:** Instead of over-sharing about yourself, relish in the opportunity to share your hard-earned skills. This approach not only enriches conversations but also showcases your expertise authentically.

A great example is a recent client who was ready to embark on a new journey, creating his own business. However, he needed a clear starting point. By following these steps, he now engages his target audience with confidence and charisma. The best part? He no longer needs to reinvent his story every time; we’ve crafted a narrative that reflects his genuine personality and values.

Unleash your inner charisma—it’s time to shine!

My CEO Needs to Understand My Input

As a leader, it is important to have insight and the ability to understand what you and your team need to achieve in the long run. However, effectively communicating this insight to higher-ups without making them feel threatened can be challenging.

The key is to remember that they will need time to accept your innovative ideas. It’s essential to remain patient and realize that they need to recognize the value of your idea before giving it the green light.

For example, a client needed to persuade his CEO to attend an important board meeting. Rather than insisting on their attendance, I recommended that he approach the CEO and focus on the primary benefit of their presence: providing essential insight into the company’s pioneering efforts. By emphasizing the value of his attendance, the CEO quickly recognized its importance.

The lesson here is to highlight the biggest benefit of your idea to them first and ensure that it aligns with their desires. Only after obtaining their agreement should you present your solution.

Take a Lesson from Your Tailor

We select clothing, such as a sports coat, and then a tailor alters it to fit perfectly. The challenge for us in business is realizing and acting when we need to tailor our approach to our clients because, in its original form, it’s not quite the right fit.

During a recent business development/sales training program, my client gave me an invaluable acknowledgment I wanted to pass on to you.

He said, “I realize from your program that you tailored your sales methodology and approach to us versus most other firms that only impart their methodology and expect us to adapt it.”

This really hit me. I was very grateful for this observation. I have put significant effort into reconstructing my entire program for them, I knew that’s what they needed most from me. Ironically, I worried that I wasn’t following my normal agenda. However, I made peace with it because I knew deep down that this new approach was best for them. And, lo and behold, my client acknowledged it!

The takeaway is that people know when you are committed to them versus when you are operating under your own agenda. The former creates an atmosphere of unique partnership while the latter says that you have grouped them with every other client/customer.

So be sure to tailor your approach, others are watching.

How to Create Instant Happiness

Over the July 4th holiday, I was traveling back from a marvelous time in California’s Napa Valley with dear friends and found myself sandwiched into an airline seat with little-to-no-room to move around.

Realizing I had several hours ahead of me in this sardine-like environment, I became instantly annoyed with my seatmate and his physical encroachment into my space. I must have visibly shown my frustration because it seemed he realized that his space was being marginalized by me.

What to do??

Miraculously, a voice in my head said, STOP being so selfish. Move your attention to this person to create a collaborative environment, not an adversarial one!

I broke the ice by suggesting he could gain more legroom if he moved his knapsack to underneath his seat versus having it in front of him. Instantly, we both mellowed out. He apologized for cramping my space and began to discuss his rather long, difficult journey to Lisbon.

I asked him the purpose of the trip and learned that he was a marine biologist going on a sixty-day exhibition with a new explorer ship. That began a conversation during which we spoke about my nephew, also a marine biologist, and it resulted in us speaking for most of the flight about life and its many challenges.

Here’s my take: So often, our attention is solely on our own comfort, not realizing that the happiness of others brings us immeasurably more comfort. In this case, it was both physical and emotional.

Talking and connecting do this. Making someone wrong doesn’t. The more we engage with people, the more we understand them. We also get more connected with our ability to care for people. All people. Even the guy annoying us on a plane!

I walked off that plane not tired and angry but happy and at peace with the world. Whether you’re in business, with a family member, or on vacation, try some tenderness. The result may be that you create a little happiness for yourself and those around you.

Kindness is Contagious

My wife Ellen and I just returned from a marvelous vacation culminating with a cruise through several beautiful French and Spanish ports. Like everyone, when I travel for (mostly) pleasure, I like to relax and leave my worries behind.

However on this voyage, it started out as anything but! Those who work with me know that I cannot rest until all details are buttoned up to my, and my clients’, satisfaction. Needing to send an urgent communication to a client back in the States…and from a ship…looked like it was going to be my undoing.

That is until Amiel arrived. Amiel is not an IT person. He’s not particularly adept at solving cross-continental communications issues. Nor did have any knowledge of my particular predicament other than a client of his needed assistance.

I was so moved by Amiel and his intrepid positivity. I’m still thinking about and resourced by his kindness, patience, and above all, alacrity. He stayed with me for over an hour to solve the issue. But more than that, his demeanor and determination to help calmed me down and took the anxiety away! He didn’t have to do this, especially at 5pm just prior to dinner service, etc. It was just his way. He had to help.

My takeaway from this encounter is that we, too, can present ourselves like Amiel at any point if we‘re aware and confident of the difference we can make in someone else. I’m sure Amiel has many challenges in his life, just like we all do. Yet, my experience of him was that he was a consummate professional who instilled confidence and hope in me, so much more than I could manage for myself at that moment.

I’m taking his attitude and personality with me as I go through this year. It’ll resource me and who I’m meeting with each day.

Amiel honored me in a way I didn’t even think I deserved. By paying it forward, I’ll do the same.

 

Plan Your Race

Marathon runners know that the only way to successfully finish a race is to have a plan…and stick to it. Too many times, inexperienced runners go out at a pace much faster than normal only to lose steam in the grueling last few miles. As a leader, whether in sales, marketing, business development, private equity, etc., it is essential that you run your race relative to a yearly strategic plan. I’ve seen many executives enter a situation aiming to make a big splash and then not have a plan that continues the momentum of the initial success achieved.

Parallel to this, you must take others with you during this process. Your direct reports are your support team and they need to be there with you as you enact your vision. I’ve spoken about never orphaning your CEO or whomever you report to but it’s also imperative not to orphan your team that is executing your strategy.

A smart guidepost to actioning this is to create your dashboard, a collective of goals, metrics, execution tactics, and measurement methods that outline your path to success. It must be designed so that it brings you solace and comfort. The dashboard is how you can communicate your vision to your CEO and get your team on board. Never assume you are in perfect alignment with them or your team without sufficient objective evidence.

I recently accomplished this with a client who inherited a team with a mission that will dramatically raise his profile throughout his organization. In this process, we realized that much of the data he needed only existed in the outgoing executive’s head. My client would have to create his dashboard from scratch. But what’s refreshing about this is that he can start fresh by shaping the organization in his image!

We began with my client scheduling a listening tour. He met each region’s representative from Maine to LA and asked questions about them! If you’ve worked with me, you know how much I stress the importance of being interested first, interesting second. Then, he asked them about the organization, what they’ve observed relative to their previous leadership, and what their commercial projection was for the balance of the year. This was his first level of knowledge, which was essential to crafting his national go-to-market plan.

The next step was customer meetings, which each representative ran. These gave my client great intel about what they were saying about the organization, its vision, and its value proposition.

He was now able to provide constructive criticism of each representative, tailored to the goals each rep shared with him months ago.

The result is that fifteen aligned business development people realize they are now working with a player/coach, not an absent leader!

 

 

Yikes, My Boss Confuses Me!

I hate to say this, but I hear this a lot.

Leadership confusion comes in many forms. But most often, it boils down to one thing: inconsistency. Teams respond to leaders who comport themselves with consistent behavior they can count on and trust. Alternatively, if the leadership behavior varies based on mood, pressure, or just the day of the week…people start to feel orphaned.

Orphaning your direct reports means you are not providing guidance and not acting as a resource as they work through their day-to-day issues. Instead of feeling backed by your leadership, they have a sense that they must figure things out on their own, alone. Is that the feeling you want your team to have?

It comes down to being empathetic and relational… consistently. What a leader cannot do is act empathetically in one moment and then be distant in another. That leads to confusion. A client of mine recently experienced this situation.

He observed that his Sr. Vice President ostensibly declared that he cares deeply about the team’s development. However, when urgent client work arrived, he would introduce the work and then leave his team to figure out most of the details without any guidance. His defense for this orphaning was that he was testing them to see if they could figure out what needed to be accomplished.

Please don’t do this as a leader.

If you do, you sabotage all your initial efforts of empathy and care. You are in a leadership position for a reason. Someone believed that you were the best person to guide your team towards success AND that they could learn from your experience. If you aren’t sharing that with your team, they will likely make it up as they go along, making mistakes you could have helped them avoid.

It is better to guide your team socraticly with tailored questions that allow them discover what needs to occur from your observation vs. abruptly orphaning them in the heat of the moment.

Ultimately, you want your team to feel like you have their back and not that you’ve turned your back!

Remaining Vital in a Hybrid Workplace

Our world now bifurcates into a hybrid environment and an office environment. As I wrote about earlier this year, many of you had a choice…work from home or at the office. What did you choose…the kitchen table or the office table?

For those of you who have chosen to work more virtually rather than physically, you have extra work to do. Even though companies went through a long stretch where nearly ALL employees had to work remotely, the old mindset is starting to creep back into the C-Suite: Out of sight, out of mind. And that presents a real challenge for you.

A client of mine highlighted this realization. The executive who has guided her throughout her time at this organization left the firm. He had accepted her remote working situation because he knew her value. So…yikes! Now what? Many in the firm realized that she made meaningful contributions. However, they were not so intimately aware of her work that would make her physical absence a non-issue. We had some work to do!

We focused on her new boss. She needed to quickly gain trust and prove her worth to the firm so that he could be comfortable with her working outside the office. Like a lot of the work I do…that says easy, does hard. Here are a few steps we took to establish that trust and re

Step #1: Demonstrate value. She needed to get in front of the new boss ASAP with the correct, concise update of her 2023-2024 accomplishments. This step set the table and established her value over time.

Step #2: Learn about the boss’ priorities and challenges. It was not enough to have the new supervisor learn about her and her work. We developed several probing questions that would foster a conversation through which she could learn about the new boss. Armed with that information, she can ensure she addresses these issues with the work she does.

Step #3: Agree on direction. It was important that she understand his perceived value of what she had been working on and then mutually determine whether to continue her current work or make a 180-degree turn from this direction to her superior’s new vision.

Step #4: Be interested first! Throughout the process, it would be critical that she remain interested in her new superior…..and THEN be interesting to him/her.

Have you been struggling with your work identity because you are working remotely? It’s never too late to implement these steps to right your course, stay connected to your supervisor, and demonstrate value. Really…you can do that from anywhere!