Monday, April 6, 2015

CRE & Boilerplates



1)Boilerplate LANGUAGE 
What do you use for your proposals? My guess is most of you reading this do use a boilerplate in some capacity. Boilerplate language is efficient and even important. It communicates with consistency what we want to say. It also assures that the language is vetted for accuracy, messages are clear and liabilities are avoided.

2)The CHALLENGE 
Is when boilerplate language crosses over to fill-in-the-blank mode. This is an easy response when there is a deadline to meet. Too much to do with too little time opens the door to expediency. "Just cut and paste from the proposal we did last week. It will fit and save us a lot of time."  The challenge is when the uniqueness of a client and the relationship with that client gets lost in the process.

3)Boilerplate in ACTION
Proposals that are presented are typical over 80 percent boilerplate. The boilerplate  addresses areas of the  clients needs, but the overall proposal does not  speak to the specifics of the client's situation.

4)Finding a BETTER way
 The point here is to raise the importance of each clients situation. Begin by listening well. Assure clients that they are heard, and be specific with responses that address their situations. Point-by-point, demonstrate to the client how goals are met, risk reduced and anxiety eased.

5)Gain EFFICIENCIES    
Your efficiencies can equal greater profit, and no one should begrudge that profit,  which is  earned  through years of experience and expertise. However, don't let efficiencies dominate client-facing engagements and responses. Each client is unique, and deserves to be listened to and engaged with in a unique way. Feel free to use a  boilerplate. Just make sure that you're addressing your client's needs in a very specific manner .

Shared by: SHANNON MURPHY  
Would you like additional information ? Have comments?
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