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Read our best-practice tips and advice

How to avoid terrifying your clients

3/2/2026

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Businesswoman reacting in shock at something she sees.Great photo by Grok.
​We had a client who recently showed us a whole new program they were going to present to their clients and new prospects alike. 
 
It was well thought-out. It was super detailed. It had lots of impressive features. It promised to deliver a ton of value and ROI. 
 
And it was terrifying.
 
Who sees what—and when
 
This may seem contradictory, if not counterintuitive. Here it is, we’d just lauded this new program which our client had created and unveiled to us. And then we undercut that review with the dreaded T-word. What gives? 
 
We can give you a little more detail now, and you’ll certainly say “Ohhhh…!” 
 
Our client—like many business owners—lives and breathes in spreadsheets. So that’s what they’d shared with us. Indeed, they screen-shared it with us. 
 
And this spreadsheet (was it Excel? was it Google? who cares?) was about 40 rows deep by about 25 columns across. 
 
All at once. 
 
Yep. Terrifying. 
 
The good news: We were the first, and only, ones to see it in this state. Our client was justifiably and understandably excited by the cool new program they’d worked so hard to develop. But boy was it ever un-exciting when presented as a swimming sea of spreadsheet cells. 
 
This is hardly a tragic story. And you likely can see exactly where it’s going, even if our client wasn’t able at the time. 
 
We patiently listened to the whole presentation, which took about a half hour. We took notes. And then we asked some pointed questions: 

  • Which part of this program comes first? 
 
  • Which components does it feature? 
 
  • Which part comes next? 
 
  • Which components does it feature? 
 
  • And so on. 
 
The idea was to turn down the spigot on this fire hose so it would better resemble a soda straw. The client—they’re very smart—immediately saw where we were going. 
 
Easier than you think
 
Once our client realized that they needed to carve their presentation of this new program into bite-sized chunks, all that was left was the execution. And here we can describe a kind of MVP or minimum-viable-product version of that effort: 
 
Sure, the client could have gone on and created a snazzy new PowerPoint deck, with discrete slides for the different phases of this proposed program. But that would take time, effort, and resources—and at this point, the client really just wanted to test out this idea: socialize it with existing clients and see how receptive they’d be. 
 
So why even make a PowerPoint? The solution was even simpler: Tabs.
 
Yep. That’s all they needed. If this program has five phases, then carve the spreadsheet into five clickable tabs. Simply screen-share a single tab when you present it. And if the conversation leads to a discussion of Phase Two, then click the Phase Two tab. Done. 
 
Steve Jobs famously said that simple is hard. But sometimes it’s hard to see what’s simple, and staring right at you. Do you really need to spend a fortune on a shiny new CRM (customer relationship management) platform when your Excel is still working fine? Of course not. Wait for the expense to be more than justified. Ditto for things like learning management systems or LMSs, or even slick PowerPoints as we’d described in this story. 
 
Have a marketing challenge that you suspect is simpler than it appears? Contact us and let us put a fresh set of eyes on it for you. 

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So you want to be a keynote speaker. Now what?

1/5/2026

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Businessman with microphone addressing audienceGreat photo by Grok.
We have a client who’s an accomplished executive speaker and wanted to book more bookings. We were tapped to help.
 
If you, too, want to build business by building your live audience outreach, this article is for you. Or if you know someone with the same desire, share it with them. 
 
Teaser: we’ve got a killer tip to help you, toward the end of this article. 
 
The lay of the land
 
First off, we’re not talking about using some high-priced speakers’ bureau that books A-list celebrities at Fortune 500 corporate events. We’re talking about getting our client booked at things like regional association meetings and conventions of larger national business organizations. 
 
The point here, in case it wasn’t glaringly obvious to you, is to place our client in a target-rich environment. This isn’t about ego or garnering some kind of Tony Robbins-like adulation. It’s about presenting to business prospects, and then getting opportunities to close them, afterward. It’s a very narrow use-case of biz-dev. 
 
So. No big booking agency. No chanting crowds. But there are tons of these more-realistic gigs, across the country, all the time. And they’re booked, typically, ages in advance: we’re talking anywhere from six to 12 months, easily. 
 
How do you find them? 
 
These days, there are digital exchange platforms that connect speakers (such as our client) with event planners (i.e., people who seek to book speakers for their gatherings). An obvious one is eSpeakers; we’ll talk about that one here. 
 
Load up your ammo
 
If you want to get booked as a speaker on a site like eSpeakers, you need to stand out. For the purposes of this article, we’re going to assume that you, like our client, are a stellar speaker with a great stage presence, absolute command of your thought-leading/breakthrough material, and have also done this before/are a published author/have been featured on podcasts, and so on. 
 
Yep. A high bar to start. 
 
Assuming all of that, you’ve got to let all of those eSpeakers-seekers know. Which means that, after you sign up for a (pretty darned affordable) eSpeakers membership, you’ll need to upload a lot of stuff about yourself to entice that audience. And herein is the gist of this article.
 
Here’s what you’ll want to upload, with some notes and thought-starters to help you along: 

  • Your bio. You already have one, right? Well, this one should be tailored just to speaking engagements. You want to show off how many events you’ve spoken at; you might want to include, for example, an aggregate audience total (“Has presented to more than 50,000 people”). Include locations (“…across the U.S., Canada, and Mexico”). Be sure to mention any awards won; if they’re not recognizable, like Oscars, just say “Award-winning speaker…”. 
 
  • Your headshot. Sure, a basic headshot is fine. But what’s better is a shot of you, on stage, doing your thing. Guess what? AI can help. Start with preferably a low-angle pic of you (as if taken from “the audience”) and ask a common tool, such as Grok, to add the catwalks and lighting way up in the stage ceiling behind you. 
 
  • Your programs. These are the different topics you’re available to speak about. Each needs a sexy title, a bullet list of take-aways, and an “ideal audience” (such as “middle managers and their teams who are eager to take their sales production numbers to the next level”). These need to entice, entice, entice, and sell, sell, sell. 
 
  • Your sizzle reel. Your what? This is a brief (about three minutes) compilation of clips of you on stage, doing your thing. Bookend it with an intro title, featuring your headshot and bullet-list of top credentials, and closing titles that include audience testimonials, your website, and where to book you. 
 
  • Other stuff. You’ll want a nice 3-D image of your book, if you have one. You’ll want to create a doc known as your Presentation Rider, which includes all of your on-site requirements (time allotment for sound check, technical requirements, video recording limitations, etc.). You can also include discrete video clips of you, speaking at different engagements; these can be longer slices of the quick clips you’d featured in your sizzle reel. 
 
The best tip you’ll get
 
What’s the best way to find out how to put the best stuff up on a site like eSpeakers? Simply visit the “other side” of the site and pretend that you’re an event planner. 
 
Use the filters to drill down to direct competitors of yours. Take a look at them. You’ll easily see who the most impressive ones are. Then you can simply see what they’ve included in their “packages,” and use that as a baseline for you to, well, blow out of the water. 
 
Need help with a challenge like this? Contact us! We’d love to help you. 

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How to live with a ghost (writer)

10/21/2025

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Businessman writing a book, being helped by a friendly floating ghostGreat photo by Grok.
If you’re an aspiring business book writer, this article is for you. And if you know someone who is, this article is for them. Share it with them. 
 
Our topic: How to get the most from your ghost copy-editor. 
 
We feel pretty qualified to weigh in on this topic, having ghost-copy-edited numerous books for various authors, some of whose works have gone on to become Amazon bestsellers. 
 
First things first: Credit where it’s due. Those aforementioned bestsellers did not become bestsellers because of us. It was due to the authors’ vision, as well as the complete marketing team that guided the book through its gestation. 
 
Still. We were along for the process from concept to completion. 
 
Interested in penning a business book? Let’s dive in. 
 
Division of labor
 
When you hear phrases like “ghost writer” or “ghost copy-editor,” you likely think of some celebrity, sitting back and sipping martinis, while some poor hack does all the work of actually writing the celebrity’s so-called “memoir,” or whatever. 
 
And that may well be true, in that instance. 
 
But that is not what we’re talking about here. 
 
Here, we’re talking about you, as a thought-leader in your business area of interest. You want to share your wisdom and experience with others. Done right, everyone benefits: Your readers elevate their knowledge. And you elevate your status as an authority. Heck, a published authority. 
 
So this is, clearly, not about sipping martinis and letting someone else come up with the ideas. The ideas here are yours. All of them. 
 
After that, however, it gets fuzzier. 
 
And that’s not a bad thing. In fact, the opposite is true. When this process is done right, it’s custom tailored to you, and no one else. We’ve worked with authors who are detail freaks. We’ve worked with authors who are bulls-in-China-shops. And in every case, it’s our job to accommodate their style of working. 
 
Ta-dah. If you take nothing else away from this article, it should be this: Your preferred and most comfortable style of working is the one that is best for you, when working with a ghost copy-editor. Period.
 
It’s hard enough for you to get these ideas out of your head and down on paper. And then to pay someone to lubricate that process can feel like adding insult to injury. 
 
But if it’s a good fit, it will be the opposite. It will be intuitive, stress-relieving, and rewarding. You’ll get to see pages appear that make you say, “Dang! I never realized I was that good!”
 
And that’s just when it comes to the finished product: the pages. In consultant-speak, that’s the “destination.” Which is certainly crucial. But equally important is the “journey.” How do you like to work? In person? Via Zoom? Transactionally and asynchronously, via email? Or some crazy hybrid of all of the above? Are you serious? Are you playful? Do you work in marathons? Or sprints? 
 
Again, it doesn’t matter. Whatever works best for you is what’s best. Period. 
 
So we’ve done brainstorming sessions to help authors tease out ideas. And we’ve worked with others who have simply “thrown stuff over the wall” at us, nearly completely baked. 
 
And what’s our reward? Sure, we get paid. But the far bigger reward is seeing the happiness that our authors derive from both the journey and the destination. 
 
Remember: “Ghost.” Our name does not appear, anywhere, on any of the books we’ve helped shepherd to press. So it’s got to be a good relationship—on both sides—for it to work. 
 
Writing a book is a big project. It takes a long time, typically measured in months. So be sure you choose a ghost you can live with. 
 
Have a book project you’d like to discuss? Contact us, and let’s see if it’s a good fit. 

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What are website “pilot pages”? And why should you use them?

2/18/2025

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Montage of multiple photos on a desktop computer and phone in a web-designer settingGreat photo by Designecologist.
​We know a talented web designer who told us that websites age in dog years. That may well be true of the technology. But in this article, we’re going to talk about your branding and your messaging. 
 
If you’re considering a refresh of your site, or perhaps even a wholly new site, this article is for you. Even if a potential rework is way in the future, you can still learn some good time- and expense-saving tips here. So read on! 
 
Website in the spotlight
 
We have a client whose business recently pivoted from serving mid-level customers to very high-end customers. (We can’t give too much detail here, but there should be enough info for you to follow the story.) 
 
The high-end prospects would be more profitable for our client. Making this choice to pivot was the result of a lot of soul-searching and analytical number-crunching. It represented a switch from serving a greater number of decent-revenue-providing clientele to a smaller number of awesome-revenue-providing clientele. 
 
As we’d said, we’re gauzing up this story. But you now know enough to follow it—and to see the parallels that exist to your situation, and your website. 
 
Ah yes. The website. The moment this client of ours decided to pursue a newer, higher-end audience, their existing website (not to mention all of their other marketing materials) immediately became outdated. It was way “beneath” their new audience—and wholly lacking in the newly-refined service offerings they had developed. 
 
Our client knew that this would be coming. Recall all of the aforementioned soul-searching and number-crunching. 
 
So they called on us to help them create the new website. We don’t do this alone. We work closely with the client. They have a great web designer, with a full team, that we love. We also have some great video editors to help create the site’s embedded content (which we scripted). 
 
But here, in this article, we’d like to walk you through the process we employed—and get to those elusive “pilot pages” that we’d mentioned in the title. 
 
Starting wide
 
As we’d noted, the client had decided to serve a new audience. And if you’ve read any of our articles here at Copel Communications, you can practically do a drinking game for each time we mention “taking a customer-back approach.” We’re passionate about this. (Because it works!) 
 
In other words, start with the customer. Explore their needs. Then work backward to the marketing strategy and tactics. 
 
So here are the big things we did with this client, in order:

  • Deeper dive customer discovery. Through a series of structured strategy sessions, we really dived into the new prospects they were targeting. What are their pain points? What are they doing now? What are their best alternative options, besides out client? What might “trigger” them to make a switch? Who are the secondary targets we needn’t address directly, but wouldn’t mind attracting? Who are the “tire kickers” we want to avoid engaging with? (We have a great article on that topic, by the way.) 
 
  • Narrative creative concepts. Once we had nailed down the customer persona (sometimes called the “avatar” or ICP for Ideal Customer Profile), we worked up a number of written descriptions of what the new website would look and feel like. These “narrative creative concepts” are very time- and cost-efficient. They describe the theme, tone, and feel of a proposed new site’s treatment, talking about the imagery, copy, amount of white space, navigation, and so on. And we provided several to choose from, each with a slightly different creative approach. The client then picked their favorite. 
 
  • Website wireframe. We then wrote this up, outline-style, and reviewed it with the client—moving, re-prioritizing, and adding and cutting as needed, until we had a nice tight version. (Want to learn more about how we do this—and you can, too? We’ve got a nice article you can check out.) 
 
  • Pilot pages. No, we’re not gonna describe them here in this little bullet. These warrant their own subhead. 
 
Exciting new subhead: Pilot pages!
 
Mind you, all of the work we’d described above is upstream of the web designer. Why? Two reasons: 

  • One: It’s essential to steer them in the right direction for what they will undertake. Not “kinda/sorta the right direction.” And that’s because of Reason Two: 
 
  • Two: That’s a lot of people, working hard. It ain’t cheap. We’re frugal with our customers’ marketing spend here at Copel Communications. 
 
So what are these teased-to-death-by-now “pilot pages”? It’s actually really simple. Despite the wonderfully described tone from the chosen narrative creative concept, it’s time to create actual public-facing website copy at this point. 
 
So should you unleash your writer—even if it’s us—to pen all of these pages at once? You have, after all, an approved concept and a signed-off wireframe. 
 
Answer: No. 
 
Again, you want to be efficient and frugal. So go through your wireframe and pick out just a few—two, maybe three—pages that would be good tests of the final tone-and-feel verbiage. These will be your “pilot pages.” 
 
They’re easy to choose—but hard to write. Expect a bunch of revisions. But once you lock them down, the other pages go way, way faster. 
 
The obvious one to start with is the home page. That’s mandatory. After that, it depends on which one you think would be 1) difficult, 2) representative, and 3) a good model for subsequent/deeper pages. That last point is especially important if you’re going to be engaging a team of writers: You want them to be able to reference the approved pilot pages, and use them to make sure they’re sticking to the proper tone. 
 
Incidentally, once you have your approved pilot pages, you can then feed them, with confidence (along with the approved narrative creative concept and wireframe), to your web designer. From that point, it’s off to the races. 
 
Need help with your next website project? Contact us. We’ve done lots of these, and would be delighted to help with yours. 

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Our top posts for consultants from 2024

12/2/2024

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Young businessman looking up from his laptop computer.Great photo by Antoni Shkraba.
​Boy do the months ever sail past. Time, already, for our annual round-up of our top posts for consultants from 2024. Here’s your chance to catch any you may have missed, or to brush up on others you may want to re-visit: 

  • How to clone your favorite client. You already know who your favorite client is. How do you 2x them? Find out here. 
 
  • Wait, what… we actually use ChatGPT? Do you know how often people ask us if we consider this tech to be an existential threat? It’s not. The trick is in how you use it… as we reveal here. 
 
  • The business gift that keeps on giving… follow-on work. We credit our brilliant clients with the most brilliant ideas. This one may well top the list. You’ve got to try this trick. 
 
  • What should you give your clients for free? Do you draw a line in the sand, based on billing? Of course not. Discover the tips and cool stories here. 
 
  • The advantages of the hard-to-schedule on-site work session. When should you go in-person, when virtual would be so much quicker and easier? The answers might surprise you. 
 
  • What is a marketing “content package”? And why would you want one? Put it this way: When does delivering more, cost less? Up your marketing game with these tips. 
 
  • Wait, what… you sent a printed letter? And got business from it? Is “old school” the “next wave”? Find out which use-cases qualify for what you’d otherwise guess is an obsolete marketing technique. 
 
  • Can you write a good “next steps” email? (And how much is that worth?) We spent an hour writing a single email. And made money off of it. Find out when, and why, you should, too. 
 
  • You’d be surprised by how many emails we ghost-write for our clients. We had to cloak it anonymity, but this article includes the story of the email we ghost-wrote which netted our client millions. 
 
  • When should—and shouldn’t—you respond to that RFP? At what point do you commit your team to pursuing that opportunity… and at what point do you conclude, “No, that would be a race to the bottom”? 
 
  • The easiest marketing videos you’ll ever make. Even if you’ve never made a marketing video in your life, you’re already sitting atop a video goldmine. Intrigued? Read on. 
 
As we start working on next year’s articles, we’d like to take this time to thank you for tuning in to our 2024 entries. We love sharing the love, and your comments make our day. 
 
Have suggestions for an upcoming post? Contact us. We’d love to hear from you! 

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Goofy gadgets to help you be more productive

10/15/2024

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Young woman lookin at her cell phoneGreat photo by Andrea Piacquadio.
​We’ve worked in marketing long enough to know our bounds. Note the careful phrasing of the name of this article: “Goofy gadgets to help you be more productive.” We never said “guaranteed to make you more productive.” 
 
That said, let’s dive into the challenge, and how it affects you in your daily work life, and, of course, all the neat stuff. 
 
Why is this needed?
 
That’s a great question. Let’s consider the answer before we move on. 
 
Put it this way: You wouldn’t need any of the stuff we’re about to describe—and we wouldn’t need to write this article about it—if you, and we, were all naturally super productive and creative, all day long, without any dips in our performance, energy, or creativity levels. 
 
Of course we aren’t. We’re human. 
 
(Now there is an entire sub-topic of this discussion, which we’ve pet-named the “Best Energy Theory,” revolving around the intentional pairing of your daily peak energy periods to the daily tasks which are hardest to perform, and vice versa, but that goes beyond the scope of this article. Reach out to us if you’d like us to write an article devoted solely to that topic.) 
 
So. There are little gadgets, toys, food, furniture, you name it, which can help you get through the day, and have more/better work to show for it, too. Here, we’ll rattle through some oddball (and not-so-oddball) items from our daily inventory here at Copel Communications. 
 
Some of these may overlap stuff that you already use. Some, we hope, will be new and useful to you. 
 
And of course this is a two-way street. We would love to hear about the stuff you use, that’s novel to us. Reach out or simply post a comment so everyone gets edified equally. 
 
Paging Dr. Maslow
 
Let’s start with the bottom of the Hierarchy of Needs pyramid. If you’re in the knowledge-work biz, you’re sitting at a desk for the bulk of your day. 
 
Don’t go hungry. In the movie business, this is what’s known as “craft service”: a setup of all kinds of goodies (think of a mini convenience store) with sweet and salty snacks, bottled water, you name it. 
 
Pick fun stuff. Keep it in arm’s reach. Think of it as a “caloric heads-up display”: You can keep working, keep reading, keep typing, etc., without so much as taking your eyes off the screen, and not get distracted by hunger. 
 
Or thirst. And of course, yes, there’s caffeine. As in, duh. You didn’t turn to this article to learn about that.
 
Crank up the comfort
 
Where are you sitting, right now? We don’t mean “in your office.” We mean, “what kind of chair?” Again, you want to be comfortable. You want to want to sit in that awesome chair—and only get to do so if you’ll be getting work done while sitting in it. 
 
Some easy tricks: You can (we did) dress up an old leather office chair with a plush sheepskin cover, like the airline pilots use. So it’s never too cold in winter nor too hot in summer. And you can (we did) add a plug-in seat heater, too, for those chilly mornings. Again, you want to love sitting there, so you can be totally relaxed and focused on the work at hand. Put another way: We once heard an expert on airline seating say (and we love this quote): “Comfort is the absence of discomfort.” Brilliant, no? 
 
Dial down the stress
 
Stress, at work, is unavoidable. But you can fight back. We’ve got a whole slew of spring-loaded and sponge-rubber finger squeezers. Stress balls. A neck/shoulder heater. Numerous massaging gadgets, including a lumbar massager and even a pneumatic/electronic eye massager. (As you might’ve guessed, you can’t work while wearing that eye massager; it blocks your vision. But sometimes a ten-minute session helps to regain your focus.) 
 
Reduce the distractions
 
As we sit here typing this, our office window is behind us. Would be nice to peek outside and see how the weather is looking, right? That’s why we added a remote-sensing weather station to our desk. We can see the outside temperature and humidity trends at a glance, and return to our real work, having scratched that itch. 
 
Similarly, we just have some neat artwork in our office to look at and be inspired by: Posters, drawings, cards, miniature sculptures, models. They provide just the right amount of eye candy to keep us sated. 
 
Don’t work in a bare office. Dress it to your liking. Make it a happy space. You’ll be more productive. 
 
Allow for goofiness
 
We participate in more than our share of Zoom calls these days. And sometimes these are flat-out brainstorming sessions, which actually require a degree of hair-let-down goofiness not just from us, but from the other participants on the calls. To that end, we’re fans of all the baked-in video effects that now come with the Mac operating system that let us, on occasion, toss confetti or light fireworks during a meeting. 
 
Heck, we even have a little rubber hand puppet of a great white shark which we keep handy. We can’t tell you how many times he’s bombed into Zoom meetings, often as “our attorney,” to add his opinion. 
 
Have the meetings gone better? More productively? You bet they have. 
 
What are your favorite tricks and tips? Contact us. We’d love to learn them. 

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When should—and shouldn’t—you respond to that RFP?

10/1/2024

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Young businessman celebrating at his laptop in a city settingGreat photo by Andrea Piacquadio.
​RFPs—that is, Requests for Proposals—come in all shapes and sizes. Broadly, there are the ubiquitous ones that populate the world of government services contracting. There are plenty of private-sector RFPs out there, too. 
 
In this article, we’re going to address the tipping point that must inform all of your RFP pursuits: the notorious “go/no-go decision.” We’re looking out for your best interests here, trust us. 
 
All-American competition
 
A little background first. Why would a company (or the government) issue an RFP? The bigger question could be: Why wouldn’t they? 
 
Think about it. If you’re an entity that needs to spend money on services (or products, but we’ll focus on the former here), it’s entirely safe to assume that 1) you want the best possible services at 2) the lowest possible price. And what’s fairer, what’s more American, than level-playing-field competition? 
 
So. You issue an RFP. And you let all these suitors compete against each other. You get exactly what you’d wanted. It’s a beautiful thing. 
 
Or is it? 
 
The race to the bottom
 
Let’s get real jaded, real quick. How well does the government do things, compared to private industry? By and large, not nearly as well. There’s no profit motivation. There’s no “Government 2” that they’re competing against. There’s a baked-in complacency and a literal ability to print more money if they need it. 
 
This shows in their work. Think of all the shoddy government services you’ve had to suffer through—IRS, DMV, U.S. Postal Service, Amtrak, you name it. Think of how many times you’ve said, “If only Amazon were running this!”
 
And the crazy thing is, tons of these shoddy government services are actually provided by private-sector contractors! Why? Because they came in with the lowest bid.
 
We’re over-simplifying here—there are other ways that the government procures things, and even in the private sector, there are SLAs or “service-level agreements” which stipulate a minimum required level of performance—but, as we’d intimated, nice and jaded, RFPs often represent a race to the bottom. Cheapest possible—and just passable. 
 
Now pivot this scenario to your business. Would you want to willingly join in, in this death spiral? 
 
To RFP or not to RFP
 
The upside, for you, of competing on an RFP, is that it’s typically a pretty big contract. And it’s all or nothing. You either win it, or you don’t. And either way, you’re putting in a ton of work. 
 
Hmmm. 
 
This gets to the very core of the go/no-go decision. 
 
We were told, years ago, about an NFL coach who had a plaque in his office. It read: “Winning isn’t everything. It’s the only thing, Coming in second is un-American.”
 
Yowch. Painful. Brutal. But refreshingly similar to your RFP go/no-go decision. 
 
It boils down to this: Only respond if you can, and will, crush it. Partial measures are a total waste of time; expend that energy on other biz-dev. Assess your capabilities and those of your likeliest competitors. Can you crush the competition? If you can almost crush them, what would it take to push you over the top? 
 
Here’s a little anecdote for you. We were recently invited to compete on an RFP for a slate of marketing services. We could see, right away, that it wasn’t a great fit. We knew we could crush a certain part of what this company was requesting, but there were other parts that weren’t our specialty. 
 
We were just about to pass on this one when--hmmm—we learned, through the grapevine, that a few other companies, which we know and have worked with before, were also invited to respond to this exact same RFP. 
 
Know where this is going? Imagine where it went? 
 
Of course. We reached out to those other entities, and said, “Let’s consolidate!” 
 
And that’s exactly what happened. Working with the others, we created a veritable Dream Team… and crushed the RFP. 
 
By the way, there are interesting and creative ways to craft the actual RFP response itself, to help you win it, which go beyond the scope of this article. 
 
We’d love to help you in this realm. Contact us and let’s talk. 

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Why we present without PowerPoint

9/17/2024

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Young man presenting at a whiteboardGreat photo by Mikhail Nilov.
​From time to time, we at Copel Communications are invited to make a presentation, via Zoom, to a business or networking group, to talk about what we do and how we do it. 
 
When the time comes for us to present, the Zoom host invariably asks us, “Would you like control of the screen so you can show your deck?” 
 
Imagine their surprise when we say, “No thanks. No deck.” 
 
So do these presentations, pardon our French, suck? 
 
We don’t think so. The feedback we get afterward generally says otherwise. So what’s our secret sauce? Why do we hate PowerPoint so much? What’s going on here, and, most importantly, how can you benefit from this approach? 
 
We don’t hate PowerPoint
 
That line above (“Why do we hate PowerPoint so much?”) was pure bait. We don’t hate PowerPoint, simply because we shun it for our own presentations. Truth be told, we make a decent chunk of our income here at Copel Communications from writing PowerPoint decks for our clients! 
 
But our business is all about communicating. It’s in our name. And we can communicate this, quite well, thank you very much, without the crutch of a deck of slides. It’s been said that no one wants to hear a sales pitch, but everybody wants to hear a story. So the trick is to frame the pitch as a story. 
 
Have a hook. Use teasers. Sure, we’ll toss in a visual (not a deck), when it’s appropriate, such as the cover a brochure we’d written, or simply a photo of our long-suffering dog, just because. 
 
There are times when PowerPoint is unavoidable. If you’re a CFO presenting sales trends and forecasts to the board, you’ll need those line graphs and bar charts. If you’re presenting on demographic distribution, a scatter plot is de rigueur.
 
But most of the time, if you do opt to use PowerPoint (or Google Slides, or Apple Keynote, or whatever), go for the minimum.
 
Speaking of Apple. Watch any old keynote presentation by Steve Jobs. He used slides. (Trivia: the in-house app which Apple created to make his slide decks is what morphed into the app called, appropriately enough, Keynote.) And those slides are minimal. An entire slide would say something like “Lightest Mobile Phone on the Market.” And that’s it. 
 
Take a page from that playbook. Put the onus on your presenting skills (including writing, practice, and polish). Which segues, quite conveniently, to our next topic: 
 
Cognitive dissonance
 
How many times has this happened to you: You’re sitting through some presenter’s PowerPoint, and they say, “There are three big things our company specializes in.” And at that point, they bring up a slide with four Big Things. And the first three don’t even match what the presenter is describing. 
 
So you’re forced to decide, on the spot: Which is more important? What I’m hearing? Or what I’m seeing? Because you can’t really do both at once, unless they’re verbatim. 
 
Meaning, you either 1) ignore the text that’s staring at you on the slide, and close your eyes, shifting your attention to your ears to listen to the presenter, or 2) you cover your ears (or mute your speaker) and read what’s on the slide, effectively ignoring the presenter. 
 
Gee. 
 
This, to us, is the all-too-common hallmark of PowerPoint sloppiness. If you’re going to show your audience Three Big Points, then have them match, on screen, what you’re saying, aloud. 
 
Even better: Have each bullet appear when you mention it. Don’t bring all three up on screen at once; when you do that, people don’t know whether or not to read ahead. You’ve already lost them. 
 
It sounds simplistic—heck, it is simplistic—but have your audience “follow the bouncing ball,” like a sing-along video. We think that many presenters are afraid to do just that, because it seems like it’s dumbing-down or pandering. But nothing could be further from the truth. It’s respectful of your audience. And it makes your points drive home. Where they belong. 
 
Our favorite quote from Jeff Bezos, who never allowed slide decks in his “six-page memo” executive meetings: “PowerPoint is easy for the presenter. But hard for the audience.”
 
To recap: You can, and should, use PowerPoint, when it’s appropriate to do so. But use it sparingly. And if you can avoid it—if you can captivate your audience without it—by all means, do so. 
 
Need help with that next presentation, regardless of modality? Contact us. We’d be delighted to help! 

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Can you write a good “next steps” email? (And how much is that worth?)

8/1/2024

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Young woman in a one-on-one business meeting.Great photo by Alexander Suhorucov.
​We recently had a client dump a whole bunch of input on us, as part of a larger marketing project we were helping them with. This data dump, incidentally, was incomplete. They gave us links to videos, and slide decks, and web pages, and Word docs… yet when we cross-checked the lists of stuff we were supposed to receive vs. the stuff we actually received, we found gaps. Plus there was stuff—input—that we flat-out didn’t understand. Was it even relevant? Were we missing something? 
 
Clearly, a big team meeting was needed. But our preliminary order of business was simply wrangling all of the input—and making sure that the checklists indeed teed up with requirements of the final deliverable. 
 
This was not easy. 
 
So. Where are we going with this? And how does this help answer the perennial question of “How will this help me make more money?”
 
Seeing the bigger picture
 
Sure, we’d needed to book, organize, and run, a meeting. And the clock was ticking. This, incidentally, gets to the answer to the italicized question we’d posed above. 
 
Time is money. And when you multiply the number of people in the room by what they’re worth, on an hourly basis, the stakes go up real high, real fast. 
 
So this is about more than just booking a meeting. There are bigger takeaways than that. 
 
This is about bringing different people together in service of a larger—and more profitable—goal. And it’s, frankly, about sweating a ton of details in advance. 
 
Chop, chop
 
Know what we ended up creating from all this mess? A “next steps” email to the team we were working with. 
 
Think about that. How many times have you had to compose a “next steps” email? It’s hard.
 
We had to lay out: 

  • What we’d received from the client. 
 
  • What we still needed from the client. 
 
  • What we’d received but didn’t understand or couldn’t make sense of. 
 
  • The constraints for the project established by our client’s client—and how all of the above aligned (or didn’t) therewith. 
 
  • The goals of the proposed working session. 
 
  • A brief overview of that working session’s agenda. 
 
We still have the email we’d sent to our client. It’s just 397 words long. And yet it took us an hour to write. 
 
Yup. 
 
We can’t share it here—it’s confidential—but we’ll bet you could read the thing in under two minutes. 
 
And that was the intention. And that was why it was so hard to compose.
 
Important point: Every recipient and cc on this email is very busy. We had to make our case, be ultra clear, and close with a specific call-to-action (“Shall we send you slots for a meeting?”). 
 
This email took us an hour to write because the initial draft was about double the length of the final one. We sweated the details. We moved paragraphs. We moved sentences within paragraphs. And we cut, cut, cut, as much as we could. 
 
Speed reading
 
Honestly: Do you think that any of our client-recipients of this email would have guessed that it took us an hour to write this two-minute read? Of course not. They never gave it a thought. 
 
We didn’t want them to give it a thought. But we needed to get stuff done, quickly, succinctly, and efficiently, and this much-sweated-over email was the best way to do it. 
 
And think of this: What kinds of replies did this email elicit? Were they equally-well-thought-out, carefully-considered-and-organized responses? 
 
Of course not! They were more like “Good idea; how’s Wednesday?”
 
Were we upset by this? Did we feel slighted or unappreciated? Nope. We beamed. Mission accomplished.
 
Because when you fast-forward this story, 1) all of the missing input magically appeared, prior to the meeting, 2) all of the related gaps were filled, and 3) the meeting itself went swimmingly—a full-court press in which seemingly impossible goals were surmounted in a shockingly short timeframe. 
 
And, frankly, none of it would have happened without the “next steps” email.
 
Now do you see the broader lesson here? 
 
People routinely dash off emails with nary a thought. But sometimes, when the situation calls for it, you’ve got to hunker down and really figure out the tactics of where you’re headed, and do the hard work of putting that into something that can be read at 10x the speed it took to write.
 
Need help getting all of these “tactical marketing ducks” in a row, whether via email or not? Contact us. We’d be delighted to help. 

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The advantages of the hard-to-schedule on-site work session

5/1/2024

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Men and women in an office meeting with laptopsGreat photo by Fauxels.
​Here at Copel Communications, we’re huge fans of remote work. We’ve been doing it, exclusively, for nearly three decades now, with clients all over the country (and sometimes, the world). 
 
Remember the pandemic? People asked us how we adjusted. Our answer: The rest of the world merely caught up with us. 
 
That said, there are some glorious exceptions. We recently worked on a big project with a geographically-scattered client team with a deadline looming, and we ran the meeting on-site at our client’s headquarters office. 
 
Sure, there were disadvantages to this, but there were also some interesting advantages—that you can profit from in your next meeting or on-site. 
 
The cons
 
Let’s get these out of the way. Scheduling this event for the numerous attendees was hard. It took lots of emails to send slots and check availabilities. Apps like Calendly might have helped… to an extent. But there were last-minute changes, in which one person’s suddenly-updated schedule impacted everyone’s, and we all had to start again. 
 
Then there were the logistics. They had to book the conference room. Order lunch. Set up the big screen for running preso’s in the room. 
 
And all of us had to dress up and drive. For a location which was, fortunately, only 30 minutes away, we had to allow a 15-minute cushion for traffic and parking. Not to mention the loading up the laptop and cables and all that junk. So, round trip, there’s, easily, two hours out of the day just gone, with zero work getting accomplished, while adding to the region’s traffic and carbon footprint from the commute. 
 
So… this better be one good meeting. Right? 
 
The pros
 
After a zillion Zoom calls with this team, it was refreshing to see everyone in person. Everyone had… shoes. It was incredible. 
 
Granted, when we got there, after all the hellos and small talk, everyone still had to fire up their respective laptops and log into the local Wi-Fi network and all that. More zero-productive time. 
 
But then it was time for us to run this meeting. And of course we arrived prepared. So we shared the agenda, the input materials, the catch-up from the previous Zoom meeting, and started to get things underway. 
 
And up to this point, aside from seeing that people wore shoes and being able to physically see who was looking at whom at any given second, it wasn’t any more productive than a Zoom meeting. 
 
But there were differences. We’d mentioned that this was basically a fairly stressful gathering, since we were working on a difficult project on a deadline. So it was a little easier to feel the tension in the physical air… and to defuse it as well, with a stretch, a yawn, or a trot over to the snack table. And it was easier to handle the inevitable digressions, too, since we could “read” the room and still watch the clock, and keep the group reined in.
 
But the best, and most un-Zoom-like part of the whole working session was the time spent not working. It was the lunch break. It wasn’t like, “Oh, let’s all log off and log back on in 30 minutes.” It was more like, “Who ordered the turkey club?” and “I thought you were a vegetarian,” and “No, Larry’s the vegetarian,” and then “That’s because my wife got me into it,” and, within short order, the room that had been filled with workers was replaced with a room filled with humans. It was great to simply not work. Hang out. Crack jokes. 
 
Our follow-up meeting, after this one, was back on Zoom again. It was infinitely easier, from a logistical standpoint. And it was better. The in-person bonding from the earlier on-site carried over and provided deeper connections going forward. 
 
Despite all the remote-lauding we’d done at the beginning of this article, the aforementioned on-site is hardly the only in-person meeting we’ve attended! Typically, we’ll do in-person at the beginning of an engagement, to meet all the players and make connections. That’s probably the best time to do it. 
 
But later ain’t too bad, either. 
 
Have a virtual-vs.-in-person story to share? Send it our way. We’d love to hear it. 

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