The Legendary Sales Leadership Letter 
 
April 28, 2009

"The pessimist sees difficulty in every opportunity. The optimist sees the opportunity in every difficulty."
~ Winston Churchill

 

In This Issue:
Welcome
Feature Article
Sales Training Corner
Sales Tip
Sales Leadership
Ask Polly
Questions and Answers
About Us
Closing Thoughts

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LEGENDARY RESULTS: Managing Referrals & Increasing Admissions (Vol. 1 - Referral Management)

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Field Guide to Selling Hospice Services

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Mike's Message

Dear Friend,

Wow! This is one of my favorite times of the year! The industry association conferences get into full swing, my trees have leaves again, the beautiful flowers are out and the Stanley Cup Playoffs are on.

I have just attended two great conferences, back to back. The NHPCO Management and Leadership Conference last week in Washington, DC was very well attended and the mood was very upbeat. Elizabeth Edwards was the keynote speaker on day one and was very inspiring and informational. She is a fellow Chapel Hill resident and our youngest sons play on the same baseball team. I was able to assure my audience (when I spoke later that day) that she is an equally loud proponent of youth baseball as she is for healthcare reform.

This week the Association for Home & Hospice Care of North Carolina held its Annual Meeting at the RDU Sheraton Imperial. It was nice to see all of the in-state friends and clients, and to be able to do a conference and sleep in my OWN bed! The association has a great conference and has a very nice awards luncheon each year. Tim Rogers and his group do a wonderful job of bringing the stories of those who make a difference in the world to the forefront. For me it is always great to get "reconnected" with the why behind what we all do.

Next week I will be seeing some of you in Las Vegas for the Square One Bootcamp, followed by the Home Care Association of Colorado's 39th Annual Convention and Home Care Exhibition, "Take Charge of Change: Climbing the Peak of Success," being held Thursday, May 7 and Friday, May 8 at the Vail Marriott Mountain Resort and Spa in Vail, Colorado. I will be giving two speeches, a keynote and a breakout session. Please be sure to come up and let me know that you are a reader of the eNewsletter. The following week brings the VNAA Annual Meeting in San Antonio, with the National Hospice Work Group Marketing and Business Development Conference: The Changing Tides of the Hospice Marketplace in Clearwater Beach, Florida May 17 - 19.

Sandwiched in between these speaking engagements at the national conferences, I will be on-site at a number of client sites. So needless to say, I will be on the road for the entire month of May. If you need to reach me, the best way will be via email.

The last weekend of May is a very special time as my oldest son, Ted, is getting married. We are really looking forward to this joyous time and are very proud of him and our new daughter-in-law.

Finally, please note that the NHPCO April Leadership Topic is “Fast and Friendly: Retooling the Hospice Referral Admission Process” this Thursday at 2:00 pm EDT featuring Polly Rehnwall. In case you did not know about it, click here for more information.

Best,

Mike Ferris
Director
Marketing, Sales and Customer Service Consulting Division
mferris@simione.com

Feature Article

Sometimes Big Companies Make Big Mistakes
by Mike Ferris

Everyone remembers the fiasco with "new" Coke. Coca-Cola, normally a very smart marketing organization, forgot who their customers were. In their haste to compete with the Pepsi generation, they had not taken the time to consider whether their core group of customers would drink this new version. When changes are made to a successful product or service, if you lose the established customers you have lost ground. In hindsight I would guess that Coca-Cola would have been better off creating "Old Coke" -- a version that would cause their established customers to get nostalgic, warm and fuzzy. In home care marketing we must learn from the mistakes of others, both inside and outside the industry.

First, know your customer
How often do you see a letter or an advertisement that totally misses the mark. One that leaves you scratching your head and saying something like, "What were they thinking?" If you know each of the different types of customer you serve (and don't forget why they chose to do business with you) you will keep from making these mistakes. This would include knowing both the recipients of care and the referral sources. The better you know your customers, the better you will connect with them. So unless you have too many customers -- stop and take the time to get to know each of them. Then review every service offering and every piece of communication to make sure that they are going to be acceptable to your existing customers.

First Impressions
How many opportunities do you have to make a first impression? When you have a bad first impression, more times than not you will find another company for the specific product or service. Even when one forgives the bad first impression, the customer proceeds with a cautious attitude and will bolt with the first sign of trouble. Home care agencies must never forget this important element. The first impression may be formed by the way in which callers are greeted and welcomed upon their first call the to the agency. Or, it may be formed by the first person to visit the client or patient's home or the referral source's office. You will never know where or when you will form these first impression -- so invest in making sure that every impression your agency makes is great.

Image
Big companies spend millions of dollars cultivating and creating an image. If they are on the mark, they will have a very positive return on those dollars invested. Many companies trade off of images that were created many years ago. The secret is continually cultivating and promoting their products in a consistent manner to preserve the image. If management makes a fatal mistake and doesn't recover fast enough, they will many times start on a downward spiral that may destroy the company. What is your image in the community? Once you have defined it clearly then you must make sure that everything that you and the agency do is consistent with building this image.

Phone Manners and Voice Mail
When you call into a company that you are choosing to do business with and their phone manners or phone system makes you mad, what do you do? You call their competitor. Think of this situation: Your community education team (marketers) have worked for months to cultivate an important new referral source. They call in the first referral only to be told "Oh, we don’t do that." Wrong answer! Or, they get put into voice mail or are treated rudely. Who are they going to call with their next referral?

Poor Quality
It always amazes me when I see a large company using really poor quality materials in their marketing. I have seen two major national home care companies (that will go unnamed) use fourteenth generation photocopies in marketing letters sent to physicians! One of the letters was a mail piece to a doctor that had never used this particular agency. Enclosed was a copy (poor) of a document labeled "Rights of the Physician." It didn't matter that the piece was a poor choice to use in an introductory, cold letter -- the doctor never got past the fact that it looked awful. The other was a letter sent out to a physician after they had sent their first referral. The nicely done cover letter welcomed the doctor. They should have stopped right there, but they didn't. Enclosed was a (you guessed it) very poor photocopy with a statement signed by the management providing information that the agency is required to send out to new doctors by their own policy. Once again the doctor was not impressed and was actually amused enough to give it to me!

Web sites
Everyone has a site these days. And consumers are getting very sophisticated in their use of the Internet. If you don't make it easy to use your site and very clear what the user needs to do to do business with you, you will loose them. Simple as that. It goes back to knowing your customer and designing your site with them in mind. If you expect to have senior citizens use your Web site, it might be nice to have large print and easy to follow instructions.

Sales people
If you are like me, you dread it when you need to go to the car dealership to buy a new car (or a used one for that matter). Why? Because of the awful sales people and sales tactics employed. Think of the more successful dealerships of late and you will almost always find that they have changed their sales approach. Rarely will someone rave about a dealership unless they had a good sales experience. Home care sales people have to be accepted as professionals and must represent themselves and your agency well. They will never be successful if they do not. The worst thing that you can have happen with sales people in home care is turnover. If you hire unprofessional sales people you are guaranteeing turnover.

Service and Quality
Have you eaten at a new restaurant and came away really impressed with the food and the service? What happens when you go back and it is not as good? You stop going to that restaurant. Soon the restaurant has gone through all of the new customers and is soon going out of business. This happens too often in home care as well. Once an agency gets too busy, they stop providing the same level of service and soon they are not as busy.

CRM
There are nationally known companies that have invested tens if not hundreds of millions of dollars in Customer Relationship Management (CRM) software. They do so thinking that it will "fix" all of their customer service issues. What they have found out is this: Bad Customer Service + CRM still equals Bad Service. What CRM will do is to support your customer service and sales force. It will help them to know their customers and their likes and dislikes. Glad the other industries paid the huge bucks to do the research for us!

The bottom line is that you must know your customers and then protect your relationship with them. Polish your image, make sure your people are dressed for success and happy marketing!

Sales Training Corner

Seats Still Available for Both Square One Boot Camps in May! 

TWO DATES, TWO LOCATIONS!

If you're considering attending either of the Square One Boot Camps in May, we encourage you to RESERVE YOUR SEAT NOW.  As of today, we still have openings in both sessions but spaces are filling up quickly!  The cutoff date for the discounted room rates at the hotels in both Las Vegas and Chapel Hill is fast approaching and we don't want you to miss out!

JOIN US:

MAY 4 - 6, 2009
Rio All Suite Hotel ($99 per night)
Las Vegas, Nevada
(866) 746-7671 for reservations

For details, and to lock in a seat, click here.

OR

MAY 18 - 20, 2009
Courtyard Marriott Chapel Hill ($129 per night)
Chapel Hill, North Carolina
(800) 321-2211 for reservations

For details, and to lock in a seat, click here.

To view a brief video of what makes the Square One Boot Camp experience so special, click here!
 

Make Plans to Join Us for AdmitRight Boot Camp in June!

June 9 - 10, 2009
Nashville Airport Marriott ($109 per night)
Nashville, Tennessee
1-800-770-0555 for reservations

To learn more about the Hospice Referrals and Admissions Boot Camp, click here.

Registration Options:

Both Days, One Person, Tuition Only - Click Here

Both Days, 2+ People, Same Organization - Click Here

Both Days, One Person, Tuition + DVD - Click Here

ATTENDANCE IS LIMITED -- THIS PROGRAM WILL SELL OUT!
 

Next Step Advanced Sales Boot Camp to be Held in June!

Two and one-half day Boot Camp experience open to graduates of the Square One Boot Camp and top producers.

June 22 - 24, 2009
Courtyard Marriott Chapel Hill ($129 per night)
Chapel Hill, North Carolina
(800) 321-2211 for reservations

The Experience: Each Bootcamper will submit a presentation in advance of the training along with other homework assignments. This program is for serious home care and hospice sales professionals who are ready to take their sales to the next level! As with Square One, there will be extensive video role play with the students broken into groups of home care or hospice sales professionals.

Registration Options:

To lock in a seat with a $500 deposit (balance due on May 22, 2009), click here.

To lock in a seat with your full payment, click here.

52 Week eSales Training Course

Our groundbreaking and highly-acclaimed 52 Week eSales Training Course is available for one to one hundred students. It provides a weekly lesson (takes about 30 minutes to complete) that will keep your sales team members' skills sharp. Students have said that the course supported them in becoming better at their profession, increased their referrals and forced them to review the basics. On average, our 52 Week eLearning participants have increased their referrals by over 31%!

"It was a very well developed course with specific lessons to home care and hospice. I have learned tremendously from this course and will highly recommend to others."
~ Renata Cichowicz -- Ingalls Home Care

Special offer for Sales Leadership Letter subscribers: Enroll up to 10 students for one low price of $599 (does not include audio CDs)! Click here to take advantage of this offer.

Sales Tip

Sales Team Dysfunctions

The keynote speaker from NHPCO MLC last week on Day Two was Pat Lencioni, author of The Five Dysfunctions of a Team, A Leadership Fable and the Field Guide, Overcoming the Five Dysfunctions of a Team. His talk got me thinking about the dysfunctions of the sales teams in our industry. The dysfunctions that he outlines in his model are very applicable to your sales team and organization. They are:

1) Absence of trust
2) Fear of conflict
3) Lack of commitment
4) Avoidance of accountability
5) Inattention to results

To be a very strong and functional sales team you must have trust in one another. To build this level of trust you must be willing to be vulnerable. This comes from being genuinely open with one another about their mistakes and weaknesses. This failure to build trust is damaging because it sets the stage for the second dysfunction: fear of conflict. You cannot fear conflict and be a strong team member and a great sales person. Lack of commitment prevents sales people from reaching their potential.

The last two are KEY to being great and effective sales team members. You have heard me countless times stress the importance of accountability and how empowering it can be. This is very important to achieving your full potential. And if you are not tightly focused on the results you are out to generate, you will not succeed. Not only must you be keenly focused on your own results but you must also OWN the team results. There is no place for ego in a functional, highly successful sales team.

Sales Leadership

Forecasting


Sales management must have good processes for forecasting future results. Corporate management will need these forecasts to accurately create the agency's budget. The ability to deliver accurate forecasts will greatly enhance the sales manager's position within the organization. Unfortunately, providing inaccurate numbers will have even greater detrimental effect!

It is possible to build your models from a top down perspective but it is probably more accurate using a bottom up model. This allows the sales manager to start at the customer level and work backwards through the sales process and sales cycle.

Sales plans which are prepared in partnership with the sales team will foster better buy-in and empower the sales team to set realistic sales goals. Some organizations make independent sales assumptions for budgeting purposes and then pass these numbers down to the sales department. If that is the process at your agency, it would be advisable to change this process to allow the sales team's intimate involvement in planning.

When developing the forecasts for the upcoming period, one must gather as much data as is available. Having accurate data is critical to the process and whenever the data is not reliable be sure to proceed carefully and conservatively. Historical data should be analyzed to determine trends and any seasonality. Before basing your forecasts on the trends reflected in the historical data, make sure the underlying factors are still valid.

The team must be committed to the attainment of the projections contained in the sales plans for the process to have the best chance of being realized.

Being conservative with estimates and projections allows the sales manager to be the hero after the numbers come in rather than at the budget meeting.

Ask Polly

From Technical Expert to Professional Advisor
by Polly Rehnwall

One of the major hurdles that admissions teams face is making the leap from being givers of information to providers of professional advice.

There are two levels of professionalism that admissions nurses and referral coordinators achieve. First is the technical expert, meaning their expertise is in giving information. Most hospice admission teams feel that this is their job, but fail to recognize that it is the next level that takes them into the realm of the true professional.

Listen to them. Technical experts provide information. Professionals listen. That's why the concepts of "info visit" or "info call" are actually insulting to the profession. So take them out of your vocabulary!

Patients want their needs and goals understood. It is a precondition to having their problems diagnosed and treated. But most hospice nurses are so focused on wanting to be the technical expert that they start talking about the program and medical interventions before they even ascertain what the patients and families want from today forward!

Important! Technical excellence can actually impede advancing to a professional advisor. That's because the desire to be the teacher and teller gets in the way of listening. And when you listen, you learn how to say things so that they will listen to you! The more you talk about your program, the less interested you appear to patients and families.

Stop selling technical competence. Most hospices focus on technical competence. Just look at your brochures. They're all about you and how wonderful you are. However, most patients and families make selections based on emotions. If they feel their needs will be met by your team, then they'll use you. It's not that you have art therapy or that the nurse visits twice a week. It's that they feel they can trust you with helping them today.

Give them your recommendation. You believe that hospice is the best choice for patients and familes at the end of life. And you believe that the longer they are in your program, the better the experience is for them. Then tell them that! The worst mistake the technical expert makes is to discuss options with families and leave them with one more difficult decision at a difficult time.

Questions & Answers

In each Legendary Sales Leadership Letter, we answer your questions. Send them to us or call (800) 653-4043 and we'll make sure that yours are answered in a future issue.

Here are this week's questions answered:

Question:

How do you burn the word "complaint?"  When a message of concern is raised, I see it as an opportunity to learn more. How do we get the staff to see it as the same?

Answer:

I could not agree more. Every problem is an opportunity. When I am teaching customer service principles, I like to point out that everyone has a fundamental choice -- you can have a problem be a good thing or you can have it ruin your day. It is their choice, and it sounds like you are willing to help them make the right choice.

Great customer service is cultural, so the leadership in your organization needs to be on board with the program and lead by example. You can serve as a catalyst along with others to make it happen. You are definitely on the right track!

Question:

I have an ortho office with three physicians. One is on my "A" list and the other two physicians have just changed to being employees of a local hospital (that has its own very aggressive home care agency). The office staff has been divided also, so some are now hospital employees and others are not. I continue to be positive and reinforce the ongoing great service we can provide but I feel I have hit a brick wall with the two doctors who have joined the hospital team.

Answer:

This situation underscores the tenuous nature of your account relationships. We can never get complacent because the moment we do, we will get surprised -- rarely in the positive.

Another principle that is demonstrated in this scenario is the need to have relationships with each physician and their staff. If your relationship is really only with one of them and staff, then when something happens you are on the outside looking in. But with all situations like this (no different than many other scenarios), you want to be probing for what subset of patients are the ones that would be best served by your program and work to get those from the two doctors who have gone to the other team. Also, work extra hard to make sure you maintain the "A" account relationship with the one remaining independent.

A good thing working in your favor is that many orthopedic surgeons have enough clout (they bring in lots of income to the hospital) that they can direct where they want their referrals to go. Service and differentiation will give you the most positive results.

About Us

Marketing, Sales and Customer Service Consulting Division

Supercharge Your Referrals, Revenues and Profits!

Headed by two industry powerhouses -- Michael Ferris and Polly Rehnwall -- Our Marketing, Sales and Customer Service Consulting Division is designed to give you the easiest experience possible by providing the most comprehensive solutions to supercharge your referrals, revenues and profits!

If it only took one phone call to deal with all your marketing and sales needs, would you make it?

In an environment of growing competition and shrinking margins, you have to increase volume and improve market share in order to be successful. That means having a skilled sales team, quality marketing strategies and a customer service model that improves your conversion of referrals to admissions.

With every type of solution we provide, you won't just beat the competition -- you'll establish your competitive advantage for years to come!

Our Proven Process:

- Evaluate and assess talent, model and process
- Design customized solutions
- Assist with implementation
- Coach your staff
- Train your sales people
- Support your organization's continued success

Delivering optimal results begins with an evaluation of your sales, marketing and customer service program in order to design solutions custom tailored to your agency and your area. Our experts know home health and hospice, bringing years of marketing and sales experience and best practices to you.

Customized Solutions:

Have one or a few specific needs? We can guide you through creation and implementation quicker and with more success than anyone else. Below is just a small sample of our capabilities:

- On-site Sales, Marketing, or Customer Service Consulting and Training
- Referral and Admission Management Consulting and Training
- Square One Sales Boot Camp
- Marketing Program Development
- Interview Sales Candidate Video Training / Corporate Videos
- Collateral Materials, Sales Letters, and Advertising Consulting
- Mystery Shopping / Market Analysis

With just one phone call, you can tap into all the resources and knowledge of the home care industry's touchstone consulting powerhouse -- Simione Consultants.

We have an ability no other company can offer -- the only one-stop shop to handle all your marketing and sales needs.

Simione Consultants, LLC was the first organization of its kind dedicated entirely to home care -- a commitment we continue to maintain today. For more than 40 years, we have demonstrated we understand and are responsive to the changing and diverse business needs of home care and hospice organizations.

Value Driven, Success Outcomes

More than 800 home care organizations have trusted the team of experts at Simione Consultants, LLC to get them through the challenges of yesterday and today, and to gain the leading edge for tomorrow. We provide expert assistance to hospital-based and hospital-affiliated agencies, visiting nurse associations, hospices, small proprietary agencies, and large national chains. The size, capabilities and commitment of our uniquely qualified consulting staff offer unparalleled industry insights and innovative yet practical solutions. Our track record of engagements with successful client outcomes is unmatched.

Closing Thoughts

Next issue I will be asking you to start taking inventory of your goals and successes for the first six months of the year. You should be looking at where you stand and how you can put a final kick of action down the stretch. May is the last month before the summer vacation period gets going and is the best time to achieve progress in new initiatives and building new relationships. Get started now!

Remember that you make a huge difference in your community. Thank you for all that you do to bring the gift of home care and hospice to more in your community. Good luck and Happy Selling!

This newsletter and all content and information contained herein are the property of Simione Consultants, LLC and may not be reproduced in any form without the express written consent of the publisher.

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(203) 287-1309 FAX

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(508) 870-5587 FAX

Copyright 2009 | Simione Consultants, LLC | All rights reserved.

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