• GetAClient

How to get a client

With Fanny Posselt

Goals of these points

• Min. 5 calls (a day)
• Min. 5 mails (a day)
• Strategy of who to contact

What do we have to offer?

• What is a Process
  • We are not experts but we can facilitate a process (We are nut as responsible as we are students).
  • Facilitate a process where they find the solution.

    • WorldWork

  • Project management.

  • AI in the frame of Teambuilding (4 D’s = Discovery, Dreaming, Designing & Delivering) (Bjarne Stark)

  • ProActive Planning (Ouafa Rian)

  • Win-win-win mindset
• Tools:

  • Preject (Social contract => Culture issues).

    • Risk Management (Jakob KÅ T13)
  • Double Diamond.
  • SWOT.

    • (SWOTTA – SWOT + Trends & Actions) (Maria T13)

  • Stakeholder.
  • Gameplan.
  • Context Map.
  • GROW Arrow (end of semester evaluation).
  • Conflict Resolution (Nanna Frank T13).
  • Take A Stand.
  • World Café.
  • Open Space.
  • IDEO (Brainstorm methods / Creative Process / Innovation).
  • Imagineering.
  • 6th sigma (Maria T13).
  • Bouncing Ball.
  • Fight Club Wheel.
  • Zoom In / Out.
  • Energizers…………
  • AFUK (Stick of trust + more).
  • Check in.
  • 5th Solution.
  • Lego.
  • Arrows.
  • Music Room.
  • Action Plan (Implementation tool).

    • => Explain to the client what the purposes of the tools are.

Contract

• Commissioner;
  • Pay the money
  • Give the rules, set the frames
• Contact person;
  • The person you have established the contact with
• Client organization;
  • The company you are working in
• Process leader;
  • Me, xxxxxxx KP student
• Background for the assignment;
  • We lack energy
• The assignment;
  • E.g. Make a process that starts a creative environment in the company
• Objective;
• Delimitation;
  • Narrow the assignment down
  • The background could be big.
  • Make sure you can handle it.
• Participants;
  • How many
  • Who
  • Who is important etc.
• Time schedule:
  • 1 hour, two weeks etc.
• Physical frames;
  • Where is it going to be
  • Can you take them to a conference room
• Economy;
  • Do they pay the expensive
  • Salary
  • School fee
• Other agreements
  • Confidentiality
  • Future visit

Kinds of Client

• Non profit
• Commercial
• Municipality
• Union (i.e. football club)
• Church
• Etc.

First Call (have an email prepared so you can send that one immediately after):

• Where you call from
• The reason why you call
• Who can I talk to
• Explain the KP
• Know something about the client
• Make it clear you are a student and it is for your own learning experience.
• Like to follow up explain more (meeting, email etc)
• Practical experience with BRF
• What kind of process me not coming with the solution but facilitating the process – give examples
• Next contact
• Call more companies

First E-mail

• Who am I?
• Personal goals.
• Process experience.
• Time consumption.
• Process exam.
• Expectations.
• Reason for contacting the company.

• Past experience (1st & 2nd semester)?

• CV?
• Next contact (keep the balls in your hand…)
• See letter from the school!
• What is a good process? If they ask you write a good reply in the e-mail!
• Write feedback on the paper in the classroom

The Second Call

• Referring to mail!
• Have you considered…
• Are you interested in collaboration?
• Meeting – purpose of meeting…
• Date, time frame, participants localization.
• Promise to send an agenda before the meeting!

Meeting / agenda

• Date
• Time frame
• Participants
• Location
• Purpose
• Chairman
• Expenses

Make template for:

• 1st Phone call

• Mail (Template in Danish)

• Letter from school (Template in Danish)

• 2nd Phone call
• Agenda for meeting

Remember!!!

• What do I want to achieve
• Keep the balls in your hand
• Next step keeps you going
• You are still learning