Chapter 13

Writing and the Independent Worker

IN THIS CHAPTER

check Using the tools of persuasion

check Introducing yourself and selling your services

check Writing tough messages to clients

check Communicating in the virtual environment

check Achieving media coverage

Today, whether you are an employee, business owner, consultant, or freelancer, building a full range of communication platforms supports your success. More people than ever practice a suite of ways to earn a living, and over time may move fluidly from colocation to virtual office or in-house position to independent status and back. People who hold steady jobs need to keep selling their savvy to stay employed and win what they want. And plenty of people dream that their basement tinkering will skyrocket into a big-time business overnight, or soon thereafter.

The idea of adopting the entrepreneur’s mindset is introduced in Chapter 7, which covers creating business documents such as reports, proposals, and the always-useful executive summary. This chapter centers on special writing challenges for the self-employed. But don’t overlook these strategies even if you intend never to leave the office or cubicle world. You, too, may need to sell your ideas and achieve difficult goals gracefully.

While all business writing incorporates principles of persuasion, these principles are especially important to the self-employed, who must create connections to win opportunities. Accordingly, this chapter begins with persuasive writing techniques and how to apply them when writing as an independent worker.

Writing Persuasively Cross-Media

Persuasion is a topic that obsesses marketers, communicators, psychologists, neuroscientists, and even economists, who created the field of behavioral economics with breakthrough thinking about how humans make decisions. The nutshell version is that while we may believe we make choices based on information and logic, in truth, our decisions are usually driven by emotion and then justified with rationality. Because analytic thought consumes enormous amounts of energy, we typically call on it only when we more or less force ourselves to take the trouble.

tip In business writing, the lesson is: Whenever possible go for both the heart and the mind. Look for ways to capture people’s imagination, give them a vision, and provide reasons to trust you. Help them back up instinctive decisions with solid facts and evidence. These two elements of persuasion support each other. For example, if you don’t establish trust, a long recitation of facts is unlikely to convince your audience to take a chance on you. But likability isn’t enough. Aim to satisfy their analytic review.

Some of the following techniques are touched on in other chapters, but I bring many of the ideas together under one umbrella now and expand on them. They include writing techniques to boost persuasive power, and strategic content planning for reaching heart and mind.

Communicating with conviction

remember Nothing is more convincing than your own belief. When you write an important message to introduce yourself, for example, or pitch a product, take a minute to reinform yourself of why that product or service is outstanding and why you’ve made it your life’s work. What drew you to do what you do — a passion? A commitment to solve a problem or help people? Why are you certain that knowing about your service will benefit the other person? Or, why are you the ideal person for the opportunity?

Try This: To further reinforce your positive spirit, experiment with proven techniques for calling up your confidence. Actors, presenters, and salesmen commonly use them, and they can help you infuse confidence into your writing. When you’re about to work on an important email, letter, proposal, or other document, energize yourself by assuming an assertive but comfortable posture and walk around that way for a few minutes. This technique exploits the mind-body connection, signaling to your mind that you are capable, resourceful, and so on.

Another strategy, drawn from the psychologist’s repertoire, is to relive a proud moment from past experience as vividly as you can, employing all your senses to re-create how you felt. Or: put on whatever music lifts your spirits and energy. Carry your conviction and upbeat mood to the writing task.

remember Good, well-strategized writing is inherently persuasive. Employ the basic techniques the chapters in Part 1 demonstrate to achieve clarity, brevity, and impact. The best quick self-check is to read your message aloud and identify the stumbling blocks to smooth delivery. Then edit until your copy reads easily and naturally. Humans are attuned to oral communication, and material that reads well aloud conveys credibility and competence. Also:

  • Write for speed reading. The faster your message can be read and understood, the more likely people are to stick with it and remember it.
  • Build sentences with action verbs. Take time to substitute lively verbs for dull passive ones (an online thesaurus helps you do this in an instant).
  • Use short, easily understood words that are tangible rather than abstract — things you can see and measure. They’re the words we most often use in everyday speech.
  • Alternate short and long sentences. This produces a rhythm that pulls readers along.
  • Compose short paragraphs. Write paragraphs that are one to five sentences long, each focused on a single idea. Material that looks inviting and easy to understand gets read.
  • Minimize the use of meaningless hyperbole. Exaggerated statements and clichéd words and phrases add nothing (for example, “innovative cutting-edge state-of-the-art breakthrough”).
  • Skip the wishy-washy. Don’t hedge with qualifying words, such as “maybe” or “perhaps,” and hesitant phrases, such as “I hope you will find this idea of value.”
  • Edit for totally correct spelling and grammar. If it looks like carelessness, or a mistake, you’ve shot your credibility.

tip And here’s my own secret sauce: Attend closely to all transitions between sentences and between paragraphs. Add extra transitions to help you clarify your own logic: You can always cut some in final editing. When you show clearly how each idea relates to the rest, you create a progressive argument that strikes readers as logical and unassailable (more on transitions in Chapter 5).

Connecting with your reader

warning Whether you’re asking for an appointment or writing a blog, the first essential is to get your message read. Assume you have about 4 seconds to entice someone to read your message instead of tossing it. Time yourself if you don’t believe me: Scan your email inbox and note how quickly you make decisions about whether to read a message, and note what kind of subject lines and leads draw you in.

Here are some techniques to help you make the most of your brief window of opportunity. Adapt them to your purpose.

  • Characterize your audience before you begin writing. Imagine the ideal reader you want to reach and think about the message you’re delivering through her eyes. Remember WIIFM (what’s-in-it-for-me)? Gauge her reading level and what she already knows about your subject, and what she probably thinks of it. The right tone and language will come to you. (More on how to do this is detailed in Chapter 2.)
  • Write action headlines. This applies to proposals, reports, marketing pieces, and other materials. Online materials, including blogs and websites, also need headlines that attract readers and crystallize your message to establish its relevance. Can you come up with a must-read angle? Use it! In the case of emails, treat your subject line as the headline. (Writing persuasive headlines is covered in Chapter 7.)
  • Write organized, progressive subheads. Action subheads entice readers along and are worthwhile even in short messages. A good way to produce them, and also stay organized, is to plan them as a series of guideposts that deliver the high points of your message. Even a skimmer will absorb the important points, or may be drawn in more deeply.
  • Keep the reader going with a compelling lead. Focus in on what is most interesting, useful, or relevant about your subject. Why should your readers care? Answer that question yourself to find your best opening. Professional writers probably spend 20 percent of their work life on constructing good leads. It’s worth the time.
  • Use graphics and images to lighten and liven. In this age of diminishing attention spans, how your message looks is critical. If it appears dense and difficult, few people will dive in. Give every kind of document lots of white space. Keep type and format simple, and use images whenever possible to attract and entertain the eye and promote understanding.

Maintaining reader engagement

Yes, you must capture your reader’s wandering eye, but good leads and writing style aren’t enough to keep him. For that you need solid substance. Before writing, brainstorm all your selling points and write them down. I address that challenge in many parts of the book, but here’s a recap of ways to deliver the message convincingly:

  • Cite evidence of your expertise or the wonders of your product. Include reviews, testimonials, statistics, awards, signs of authority such as blogs or articles, and published interviews.
  • Sprinkle your material generously with anecdotes, examples, and illustrations. This brings it alive and makes it both real and relevant.
  • Center on benefits, not on features. What does the product or service do for people and how does it makes them feel?
  • Create a vision of how life will be more wonderful. If your idea is adapted or your product is bought and put to use, how will some aspect of life improve?
  • Call the reader to action. What do you want the reader who’s made it to the end (or skimmed to get there) to do now? Call? Write? Read your blog? Go to your website? Subscribe? This should be built into your conclusion.

tip Here’s a favorite technique to help you be your most persuasive: Figure out the main opposing arguments and build in the rebuttals. Take account of opposing ideas rather than ignoring or dismissing them. You become more credible. This affords you good openings for citing evidence, too. For example:

  • One reservation you may have is that the system requires adapting to a whole new technology. We know there’s a learning curve, but we also know that users become 18 percent more efficient. And we have a good training program ready to go.
  • It’s true this strategy was tried 10 years ago, but at that time, we couldn’t tap big data to fine-tune each step.
  • You can produce a new website less expensively. But a Second Opinion site generates twice as many leads for our clients than any of their previous sites.

Giving people time

remember When you sell a service, product, or new way of thinking, it’s wise not to expect overnight miracles. Decisions are grounded on trust. Think “one goal at a time.” A good letter can gain you entrée to meet with someone; a well-crafted email pitch draws people to your website; an interesting tweet leads someone to read your blog; a free webinar brings in people ready to pay for a service; effective blogs lead readers to trust you enough to buy your ebook.

Good teachers aim for incremental learning. They start where their students are and take them, step by step, toward more knowledge and understanding. Experienced marketers also know that persuading someone to buy a different product or adopt a new idea takes sustained effort and a consistent message across platforms. That’s what integrated marketing is about: knowing your core message (see Chapter 9) and using a range of communication formats to deliver that message and reinforce it.

Let’s turn now to some specific kind of writing you may need in your everyday life as an independent worker.

Introducing Yourself in Writing

When you open a new business in the community, assume a new role in your company, or join or take over a professional practice, introducing yourself by letter is well worth your time. A letter of introduction doesn’t replace the value of a good first impression in person, but it’s an important step toward building relationships and sounding the right note.

Start by thinking about your audience. Suppose you’re an accountant and you’re taking over as head of a firm specializing in corporate tax counseling. You want to retain the firm’s existing clients and build relationships with them.

tip Asking “What’s in it for them?” helps ground your content decisions. What can you say that will help this audience feel comfortable and well-disposed toward dealing with you, a stranger? Rather than “what I want them to know,” consider “what do they want to know.” Put yourself in their shoes to brainstorm what points to make, remembering that people want to know how a change affects them. Here is a list of probable client questions:

  • Will I receive the same level of service?
  • How do I know he’ll do a good job?
  • Will I be inconvenienced in any way?
  • Is he a nice person to deal with? Will I like him?

The accountant would then translate this set of needs into a content list:

  • Demonstrate my respect for the former business owner (whom clients presumably liked) and mention why he’s gone (but don’t give a negative reason).
  • Assure clients that service to them continues with absolutely no inconvenience.
  • Tell clients about myself:
    • Where I’m coming from, plus my most impressive affiliation and clients
    • My specialized expertise or experience (for example, my early work for the IRS and certification in relevant subject area)
    • Honors I’ve received that prove I am an expert
  • Discuss my plans for improving client service (for example, my plan to implement new technology to make recordkeeping easier).
  • Share my contributions as an active member of the community (to show I’m a nice person).
  • Explain why I love my work and/or want to know my new clients personally.
  • Offer to meet all, or most important clients, one-on-one.

tip Notice how few items on the list speak to professional credentials. Contrary to many examples I see, an introductory letter is usually not best viewed as an opportunity to detail your accomplishments and qualifications at length. Most people overestimate others people’s interest in credentials. As long as you provide some basic information about your experience, people typically take it for granted that you are qualified. Supply a highlight version of your professional history and spend the rest of the space communicating how life will be even better when the client works with you. And how nice you are.

Once you’ve outlined your substance, the letter nearly writes itself. Most often aim for a friendly but somewhat formal tone. Fashion your lead: a down-to-earth simple opener that explains why you’re writing is fine. It may help to visualize your favorite client (see Chapter 2). One version:

  • Dear Ms. Wish:
  • I’m happy to introduce myself as the new Managing Partner of Pembroke Tax Accountants, Inc. As you may know, my good friend and colleague Tom Marx retired in June. I want to assure you that my goal is to give you the same level of personal service and counsel you’re accustomed to, in every way.
  • I have been an enthusiastic tax consultant for 22 years …
  • I discovered my passion for this work when …
  • Most recently, I managed tax services for …
  • I had the privilege of serving …
  • I am especially proud to contribute to our mutual community, which was recognized by …
  • I am working on additional ways to make your tax experience pleasant and productive with new technology that …
  • I would very much enjoy meeting you in person soon. If you are able to stop by at a time convenient for you, or would prefer a phone conversation, just let me know and I’ll arrange my schedule to accommodate yours.
  • Sincerely,
  • Len
  • G. Leonard March

tip An introductory letter need not be reserved for taking over a business. If you worked for an accounting firm and advanced to the top spot, you’d be wise to write a similar letter. If you’re a freelancer in new territory — geographically, or because you’re undertaking a new line of work — introduce yourself to the community and potential customers. If you join a consulting firm, an introductory letter is a good way to tell clients and prospects how your presence expands the firm’s capabilities. If you work for a nonprofit, use letters to announce your new role to grant-giving organizations, major donors, relevant government offices, and other stakeholders.

A well-written letter is easily adapted for secondary audiences. If the tax specialist hopes to bring clients over from his former situation, he can reslant the content to them (if he has the legal right to solicit them). He can also quickly adapt it to reach new prospects.

warning If you’re part of an organization or representing one, make sure introductory letters are in line with your organization’s culture and that the contents won’t surprise your higher-ups.

An introductory letter may be delivered via email, the post office, an advertisement, a conference center exhibit, your website, or many other venues. Before you dismiss introductory letters as archaic, consider two examples from my own experience.

Example 1:

A letter, delivered by mail, from a medical specialist taking over the practice of a doctor I’d gone to for years. After a standard lead sentence stating his reason for writing, he supplied three long, dense paragraphs naming every disease that he customarily treats; every stage of education; and all his professional affiliations and journal articles.

My reaction: I did not look forward to becoming his patient. He failed to communicate that he cared about people and would provide a comfortable experience.

Example 2:

A letter placed on my doorstep by a contractor engaged to work on a nearby house:

  • Dear Neighbor,
  • You may already be aware that the Fine family will begin a home renovation project shortly.
  • As the family’s general contractor, I wanted to take a moment of your time to introduce myself. My name is Gary Rand and I, or one of my project managers, will be on site every day. Having completed numerous projects in the community over the years, I am very sensitive to the effects a project of this scope can have on the neighborhood.
  • I intend to deliver a quality, on-time project to the customer, and also, ensure the least possible impact on the neighborhood. My subcontractors thoroughly understand my expectations of unfailing courtesy and respect.
  • Inevitably some minor damage may occur to the sidewalk. We will restore any such damage at the project’s end and for your assurance, have levied a surety bond with the town.
  • Please contact me in person, by cell phone, or email if any aspect of this project concerns or adversely affects you.
  • With best intentions,
  • Gary Rand, ABID, CPBD, UCLS

My reaction: I will hire this contractor if I renovate. I had no idea what the certifications after his name signify, and didn’t care. I trusted him upon reading because he understood residents’ worries and probable resistance so well, and then addressed them not with clever language, but tangible proof of caring — the surety bond. People talked about the letter way past our street and Gary was on top of everyone’s A-list for home improvement.

tip You create value in your communication when you base it on understanding other people and what they need. A message like Gary’s addresses both heart and mind. It triggers a positive emotional response and supports a rational decision. It’s remarkable what can be accomplished with thoughtful writing. No one I’ve talked to has ever received a letter like Gary’s from a contractor, or similar situation. Think creatively about whether your work offers an opportunity to be the first in your neighborhood.

remember Our digital environment does not preclude the usefulness of a traditional letter, direct mail, local marketing initiative, or print media. In fact, the entire digital world is trending toward personalization: curated and tailored content, individualized messages, micro-segmented target audiences, strategies to generate active participation, and word of mouth.

Writing to Pitch Your Services

If you’re a solopreneur or partner in a small business, you may regularly need to write pitch letters or deliver cold-call messages. Typically, your goal is to bring you, or your product or service, to someone’s attention and ask for an in-person meeting.

Such letters are important for professional specialists of many kinds. One approach is covered in the proposal section of Chapter 2. Here is another, which I illustrate via a specialized professional.

Sarah, a professional historian, knew that a county preservation office would soon need someone to organize an application to obtain landmark status for a local building. Aiming for an appointment to present herself, Sarah drafted a letter.

Try This: Imagine you’re the government official Sarah is addressing. How would you react to this letter? And in context of this book’s advice, how might you improve it?

  • Dear Mr. Johnson:
  • I had the pleasure of meeting you last July when I accompanied Jane Maxwell of the city preservation office and architect Roger Brown on a site visit to Marigold House. At that time, Jane and Jeremy were working on the city’s new Local Landmark designation for properties of historic and cultural importance outside the Big City Historic District. The Pritchard Building was officially approved by the City Council on November 28. Robert Brown was the consulting architect on that project, and I served as the consulting historian, preparing a historical title search and the land use, cultural, and biographical information necessary to establish the significance of the health center.
  • The nineteenth-century Marigold House has more than 300 years of stories to tell and a number of them are nearly unknown. For example, the eighteenth-century correspondence of Margaret Green and Eleanor March; Mary Jennings’ 1810 book of poetry, recently discovered; the autobiography of the slave Emelia, who escaped to the north on a boat in 1814. All of these and more contribute to your property’s historical and cultural significance.
  • I would like to research the title and history of Marigold House and prepare the significance portion of its application for Landmark designation in conjunction with Lisa and Roberta and the city preservation office. Can we schedule some time to talk about this?
  • Sincerely, Sarah Jones

Did you have trouble getting through this? I did, and assume Mr. Johnson would have too had he received the letter.

Here is the revision I suggested. How does it compare with your idea?

  • Dear Mr. Johnson:
  • We met at Marigold House last July when I accompanied Jane Maxwell of the City Preservation Office and architect Robert Brown on a site visit. I’m taking the liberty of writing now because as a professional historian, I would very much like to work with Jane and your office to research the property’s title and history for its application as a designated landmark.
  • This eighteenth-century house has more than 300 years of wonderful stories to tell. For example:
    • The correspondence of …
    • Mary Jennings’ 1810 book of poems …
    • The first-hand account of the slave Emelia who escaped …
  • All these stories contribute to Marigold House’s historical and cultural significance, but only a few of them are now part of the official registries.
  • I would like to prepare the significant portion of the application and include these stories and many more.
  • I’ve previously worked with Jane to develop the city’s new Local Landmark designation regulations and I served as the consulting historian to establish the significance of Margaret Field …
  • I am the former resident historian for …
  • Can we schedule some time to talk? I will welcome the opportunity to explain my qualifications to research Marigold House and support its application for Landmark status.
  • Sincerely, Sarah Jones

Here are the guidelines derived from comparing these two versions:

  • Say what you want ASAP so the person knows why you’re writing. When you have a personal connection, begin with that because it positions you, establishes trust, and builds instant connection.
  • Format the letter to be quickly read and easily understood. In the revised letter, the short, bulleted list breaks up the copy and gets the examples across more effectively. Paragraphs and sentences are shorter and less dense to encourage reading.
  • Make the most of what’s interesting, relevant, and/or close to the reader’s heart. Sarah showcases her qualifications with specific details in the bullets. This show-not-tell technique is far more effective than saying, “I am an expert historian and know many interesting stories.”
  • Use a writing style that relates to the audience and your goal. In this case, the writer is addressing someone with an academic orientation similar to her own, so a slightly formal tone feels right.
  • Cite credentials, but not necessarily up front. They are often not your best sales points, as I explain in the previous section, “Introducing Yourself in Writing.” People respond more to your understanding of their challenges and what you can do for them, rather than what you’ve done in the past. This isn’t really counterintuitive: Knowing how to bridge your expertise to other people’s problems is a top trademark of professionalism.

tip If you came up with a different version you like better, good for you. Editing and writing are far from scientific. It might be nice to think you can follow formulas or use templates, but “canned” approaches come across as overly general and boring. Practice thinking each challenge through with a goal-plus-audience framework in mind, address head and heart, and you’ll get the results you want more often.

Creating Letters That Sell

Writing “cold call” letters to sell a product is a work staple for professional copywriters, and for good reason. So many pitches compete for attention today that people are automatically skeptical, impatient, and bored with the piles of “buy me” mail that overwhelms in every form, from direct mail missives to emails, videos, and social media. While today’s online environment offers extraordinary opportunities to create and deliver a marketing message, don’t expect to do so off the top of your head. Here are some ideas to draw on.

  • Define your goal and know your audience. Don’t expect someone to respond to a single communication by putting a check in the mail. More realistically, aim to pique the reader’s interest, begin to establish trust, and entice her to the next step. An initial message should say just enough to interest your reader in going further.

    If you’re selling, it’s your job to know the organization well enough to understand its challenges and explain how you can help. Think also about the particular person you’re writing to — that person’s goals, pressures, and role, which I talk about how to do in Chapter 2.

  • Make a connection. People trust people who appear to be from their own worlds. This isn’t prejudicial; it’s just hard to trust strangers. When you automatically have a connection, cite it: “We met at the such-and-such event” is good. More possibilities:

    • We have a friend or professional connection in common.
    • I talked to your company rep at a trade show or conference.
    • We work with a client you know.
    • We won an award for achievement in our industry.

    Or perhaps you read a blog the person wrote, or heard her speak, or read about her in the business journal. Dig as you must.

  • Start strong. Try to combine both a personal connection and your problem-solving capability in a single opening sentence, such as:

    • Chuck Smith suggested I contact you to explain how I solved his most pressing problem, one I’m sure you share with him: reducing government audits of overseas investments.

    Alternatively, lead with a story, a hot button, an unusual benefit or offer, a surprising fact or statistic. It’s nice to be catchy, but don’t make yourself crazy trying to be clever or funny. Better not to tell a joke than one that falls flat or could be misinterpreted. Knowing your value and how you can benefit the other party puts you on sure ground toward making the match.

  • Remember “the ask.” If you want the reader to check out your website, request a free ebook, sign up for your blog, or ask a question — all in the interest of collecting contact information — say so. If you want a face-to-face meeting, say so. It’s smart to set a time frame: offering to establish your value in 10 minutes, for example, is more attractive than requesting an open-ended commitment and suggests you’re focused and won’t waste the person’s time. Ask about the reader’s convenience, rather than saying “I’ll come at 4 p.m. on Thursday.”
  • Prepare to be checked out. Keep in mind that an interested reader will likely look you and your organization up on the Internet. Your website and LinkedIn profiles, among other platforms, should be in good shape to support your marketing message. And if you can find any embarrassing posts related to your personal life, rest assured a sales prospect will, too. Clean up your act — and screen yourself in the future to avoid losing opportunities you want.

Writing Difficult Messages

A guiding principle of this book is to see everything you write as an opportunity to advance relationships. New clients are hard to get, even for big corporations, and they are expensive to replace. If you’re self-employed or operate a small business, balancing your desire to retain a client with your need to communicate something uncomfortable can be hard.

Here are some ideas for using your writing skills to both protect your own interests and handle problems proactively while minimizing the risk of relationship damage.

Spelling out services performed

Like all people, clients often have short memories. When I worked for a public relations agency that specialized in crisis communication, the bread and butter work was saving clients from disaster. The effort was intensive and the firm usually succeeded, but client gratitude often proved brief. The CEO’s directive: Bill clients immediately while the averted threat remained fresh in their minds. A month or two later, safe and secure, they might review the invoice and find it exorbitant. An unpleasant effort to collect followed.

tip In addition to filing your invoices ASAP after completing the terms of an agreement, write a detailed account of what you did. For example, if I write a marketing publication for a project fee, I don’t say:

For writing service rendered — Marshall & White overview brochure

My invoice reads more like this:

  • For Marshall & White overview brochure: 16 pages, 4-color glossy to serve as linchpin for major marketing campaign:
    • Meetings with Executive Team (June 1, June 8, June 22, July 7)
    • Ongoing telephone consultation
    • Presentation to Board, June 14
    • Concept development: delivered three creative strategy ideas
    • Full treatment of chosen concept: 16 pp. mockup
    • Content recommendations: 6- page “Ideas” executive letter
    • Interviews with 9 staff members, 7 clients
    • Coordination with graphic design

And much more. Notice that the list doesn’t yet include copywriting.

remember Even well-intentioned clients only see the tip of your work iceberg. They observe a product, like a finished brochure or a workshop, and because the work is distant from their own specialization, have scant idea of what went into it. They also may overlook that preparing for and attending meetings consumes a lot of time (it’s just part of their fully paid workday), and that creative work involves a lot of thought that doesn’t stop at 5 p.m. Few clients like to pay a consultant for thinking, even though that’s often the crux of the service.

tip Keep track of all the tasks you accomplish for the cause and put them right into the invoice. And if what you provide is intangible — like consulting — spell out as many tangibles as you can: creating the survey instrument, the 32-page report, the PowerPoint, the graphs for the website, and so on. If you can cite early evidence of the project’s success, work that in, too.

Collecting on your invoices

No matter how carefully invoices and contracts are written, every consultant, freelancer, and entrepreneur has trouble collecting money at times. How to maintain a good relationship while pressing for payment?

remember Minimize the risk of losing your money and/or customer by asking for a retainer on signing, no matter how much you trust the person you’re dealing with and how steady a client she has been. People are known to leave jobs and those who replace them have been known to prefer suppliers of their own, or bring the work in-house. Companies have been known to go out of business and file for bankruptcy without warning. You may also encounter disputes about whether, in the buyer’s opinion, you delivered to the standard expected.

No one with honest intentions will ever fault you for acting in a businesslike way to protect yourself by requiring an advance. And don’t lay the groundwork for cheating yourself if the nature of the work means you’ll do a major portion in the beginning, like coming up with ideas or creating the blueprint. Set up the payment schedule to cover this aspect of the job should the agreement dissolve. A contract is only as good as the parties’ willingness to live up to it. If a client doesn’t like what you produce, legal enforcement may not be desirable or practical.

When payment is running a little late, minimize resentment by saying as little as possible in a perfectly neutral, blame-free, impersonal tone. Make the person you’re writing to a partner in the collection effort:

  • Subject: Can you help?
  • Dear Tardee,
  • My payment for the Tyler project hasn’t come through yet, though the work was finished two months ago. Is it possible for you to nudge the machinery a bit on my behalf?
  • I’ll appreciate it very much. —Marty

Or:

  • Subject line: Friendly reminder
  • Dear Tardee,
  • I’m wondering if it’s possible to speed up the processing of my second check for the Curio Design work. In line with our agreement it was due September 4 but has not arrived.
  • I’ll appreciate your help with this.
  • Thanks, Marty

tip There’s never a reason to plead poverty. Don’t say you need the money to pay your bills. Late payment messages, unlike most I talk about in this book, work better when they are impersonal. The same minimalist approach is useful when you bear some responsibility. A friend was embarrassed to discover that she had neglected to deposit a check and it was too old for the bank to accept. She wrote to the client:

  • Dear Mr. Black:
  • In tracking invoices and payments for tax purposes, bookkeeping has brought to our attention that your check #9174 written on January 12 of this year was rejected by ABC Bank due to endorsement requirements.
  • Our records indicate that the check was not redeposited.
  • Attached is a copy of the check that was not credited to the Marketing Pro account.
  • Would you please issue a new check to replace the one that was originally provided?
  • We apologize for any inconvenience this may have caused.
  • Thank you,
  • Marcia White

Assuming the editorial or kingly “we” along with the formal tone depersonalizes the request and presents it as a glitch between bureaucracies, though the writer runs a very small company from a virtual office.

Sometimes, however, a true “letter of record” is called for to document an event or problem or present your claim more formally. This kind of letter may have legal implications that involve lawyers. That’s beyond my scope, but I can share a strategy to keep in your back pocket for severely late payments and other confrontational situations: a chronological accounting. Here, it’s all about the facts.

tip Marshal all the relevant bits and arrange them in a timeline. Then create a letter that simply marches down each item on your list in a dispassionate, matter-of-fact way: no frills, no flowery adjectives, no emotion. Start each item with the date.

Suppose you’re an independent graphic designer and a client hasn’t paid your last bill, which was due six months ago. He now hints that the work wasn’t done to his satisfaction and won’t take your phone calls. You don’t want to go to court, but you do want your money.

Your letter can go this way:

  • Dear Mel:
  • On July 6 of this year, you contacted my firm, MorningGlory Design, to inquire about website services for your firm, Thompson, Ltd.
  • On July 8, we met at your office for two hours to discuss Thompson’s needs and goals.
  • On July 15, I sent you a summary of our conversation with our suggestions for a website to meet your specifications. You called and said “I like the approach very much, go ahead.”
  • On July 22, I sent you an agreement specifying that MorningGlory would provide the services outlined (see attached contract pages 1 and 2) at a proposed fee (see attached contract page 3) and a schedule of payments.
  • On July 22, we both signed the contract. You remitted the one-third payment due.
  • On August 10, I presented the preliminary design. You said “with some revision it would be exactly what I want” and that you’d mail the second payment at week’s end.
  • On August 19, I presented the revised version based on your input. You said, “It looks fantastic, let me take a more careful look with my staff, and I’ll check about the payment you didn’t receive.”

And so on. Further entries might include the dates the invoices were sent, when the new web design went live, and every other relevant detail — the more, the better. The close:

  • In sum, I have met every obligation of our contract in a timely manner and with your full approval. The site is online exactly as I designed it. But six months later, you have not paid two-thirds of the fee to which you agreed in writing. Kindly remit the balance owed immediately.
  • Very truly yours, Natasha

tip This may be the only place in this book that I recommend a stilted, formal language with an archaic tone. Such a letter sounds as if a lawyer is advising you. Or at the least, your reader will recognize that you have a good case and are prepared to seek legal redress. If Mel doesn’t come through and you decide to take the legal route, your letter becomes part of that process and serves you well.

The approach works just as nicely when you’re on the other side of the fence. Moreover, if you don’t want to pay an unfair bill and clearly state that you have no intention of paying, the other party’s recourse may be limited, depending on the state you live in.

tip Underscore your letter’s legal undertones by mailing it — or better yet, certify it and require a signature to prove receipt.

Raising your fee structure

Most freelancers I know hate talking about money. Often, writing is a good way to do it. You can marshal your thinking points and articulate them more effectively without the person present, and give them breathing space to consider your request as well. Clients typically don’t enjoy these conversations any more than you do, and may blurt out a negative response that’s hard to reconsider.

tip Many successful consultants sidestep cost questions before presenting a proposal because they can write out all the work involved (similar to the invoice structure I suggest in the “Spelling out services performed” section). Writing also enables them to analyze and define the larger value of the proposed work to the company. This sets the stage for a better conversation.

One challenging need is a request for a fee increase. Most people who hire independent workers are content to continue in the same groove forever. I can’t recall hearing of any instances where a freelancer was offered a raise. Ask you must, whether your business and living costs are going up like everyone else’s, or because you’ve experienced “scope creep” — that is, you find yourself investing more time than your fee structure covers fairly.

The approach for collecting on invoices also works for this problem. List your possible content points. You will have specifics according to the situation, but here are some fairly universal points to make in framing the message:

  • I’m raising my rate 5 percent.
  • I haven’t increased my fees for three years.
  • My overhead and operating expenses go up inevitably.
  • My work is valuable to you, as proven by …
  • My service this coming year will be even better because …

tip The last point is optional, but if you can think of something that doesn’t really cost you anything — like a staff expansion or new capability you planned on anyway, an offer to meet more often, or a way to repurpose your work for additional uses — you provide a mitigating factor that inclines the client to agree more easily. She’s spending more, but getting more.

warning Remember that a message like this will probably be passed up the managerial chain and reviewed by financial people, so supply your connection with information to help him win approval on your behalf. And use an impersonal but still friendly writing style.

When you spell out your basic points first, you spare yourself a lot of agonizing. Just follow the trail!

  • Dear Jed,
  • I’m writing to alert you, as a client of many years, that Marsh Sisters will raise our project fee rate by 5 percent this coming year.
  • I know you’ll understand that just like Tailor Enterprises, our operating expenses steadily increase. We have not raised our rates for three years, and did so only once in the seven years we’ve worked together.
  • Of course, we want to continue providing Tailor with the best possible service. We were very proud to earn the March Association Award of Merit for the Chancellor Project this past year, and even happier to know our work played a part in helping Tailor increase its Blue Division revenue this past quarter.
  • We have plans to support you in meeting your business goals even more effectively. We’re implementing a new software system right now that will give you more detailed reports, with even faster turnaround.
  • All of us at Marsh look forward to working with you this year and together, know we will achieve new heights.
  • Sincerely,
  • Maggie

Communicating as a Virtual Worker

Working from home and virtual teaming trend upward every year. In addition to the escalating numbers of people who work on a project or hourly basis, more employees than ever work from their home base part of the week. Many others do their jobs away from headquarters, and may be continents and time zones away, or crosstown. Teaming with people we never see has become a commonplace experience for many of us.

Communication technology opens up all these possibilities with ever-easier ways to work virtually. But few of us are trained to function well in a virtual environment. Strategic writing gives you a key advantage as a virtual team member or project leader.

remember Except for occasions when we see our virtual coworkers on screen, interaction between virtual coworkers is generally by written messages and phone calls. This brings a host of drawbacks. You must collaborate without being able to read people’s facial expression, body language, and perhaps, intonation. It can take much longer to understand people’s perspective, establish trust, and know what to expect from each one so you can interact effectively. If you participate in short-term projects with new teams every time, developing a set of practices is especially important.

tip If you have a choice, try to start the collaboration off in person, or close to it. Meeting face to face with the team is best because spending some time getting to know each other pays many dividends. Video conferencing is choice two, or use Skype or a cloud video meeting ground like Zoom. The telephone is third choice.

However accomplished, your initial meeting should address good practice and set agreed-to guidelines for distribution in writing to everyone involved. This document should spell out the group’s goal; individual responsibilities; mutual obligations; milestones toward the goal and timelines; and each person’s availability, taking locations and time zones into account, as well as working preferences (for example, are folks reachable at night? On weekends?). Include a checklist to denote progress. Decide on sharing mechanisms, such as Google Drive, Google Docs, or Dropbox.

It’s preferable to plan for periodic group meetings online if not in person to maintain momentum, address personality issues, and solve the inevitable roadblocks — all are handled much better face to face.

tip It’s important to know who’s in charge. If there’s a designated project leader, his role should be fully spelled out. If “everyone is equal” and no one is centrally responsible, it’s a good idea for the group to agree that a specific person will coordinate, keep everyone on track, and hold team members accountable.

A notetaker or communicator-in-chief should for designated for meetings. If this unpopular task is up for grabs, volunteer! In notetaking lies power. You’ll know more: Everyone shares information with you. And when you’re the reporter, you create the perspective.

Here are some ways to help you be a good virtual collaborator and a good team member in general:

  • Communicate always in a positive, upbeat way that promotes relationship building. Express appreciation for other people’s good work or contributions in written notes, which are especially valued.
  • Contribute appropriate personal notes. Until you know people better, you can ask about mundane matters like the weather or someone’s weekend away. Note that research on teaming finds that the “small talk” and good listening that build comfort and trust level characterize the most successful teams.
  • Write considerate messages. Respect your teammates by making all your writing clear, concise, to the point, and complete. Use the good email techniques I present in Chapter 6.
  • Introduce a written repeat-it-back technique to confirm everyone is on the same page. Doing so prevents misinterpretations, especially if there is a shift in direction. For example, confirm your own actions with notes such as, “To follow up on our conversation on Tuesday, I plan the following … .”

Pitching the Media

Coverage in print or online media is an attractive proposition for most businesses. It gives you free exposure, right? The catch is that everyone knows this, so gaining media space is competitive. On the other hand, every day, more outlets materialize and demand a steady flow of new content. You can find opportunities if you’re ready to invest some time and energy. Keep in mind that today’s magical Internet enables you to publish and distribute your own news. You can post it on your own website, distribute it by email or use a service such as PR Newswire (www.prnewswire.com), 24-7 Press Release (www.24-7pressrelease.com), and eReleases (www.ereleases.com). However you distribute it, your press release must look professional.

tip If you want space to promote your product or service in a print or online outlet, know that the bigger and broader its audience, the more it is flooded with professionally crafted media pitches. Even mid-sized organizations maintain in-house PR departments or hire agencies to do this work to the degree they see benefit.

If you run a small business, or a one-person operation, it is logical to conclude that:

  • Your best target is local media. Local editors see their role as giving people in the community opportunity to shine and, of course, share news of interest to their readers. In many locales, community and city newspapers, regional business publications, and local magazines are flourishing. Most publish online versions as well.
  • Your best strategy is to pitch by email. Or possibly by telephone, depending on the editor. If you study the media in which you’re interested, you can easily learn what the organization looks for and figure out how to relate to those possibilities. Watch for perennial needs such as stories that relate to the season and holiday, and ideas that make readers feel good. Publications want to speak to the heart, too.

Informal releases that don’t adhere to the traditional format can be fine, but many of your targets require the familiar approach. In any case, knowing how to write a formal release sharpens your thinking.

Writing traditional “press releases”

remember This traditional press release format works best when you have “real news” to share — meaning something of interest to a reporter or editor is happening. For example, it’s of local interest if you’re holding a benefit concert and a well-known performer will appear; you’re being presented with a significant award; or your business is opening a new office. Such events are good fodder for a community newspaper or regional business publication.

If you’re fishing for coverage of your event, bear in mind that a static meeting or speech or presentation is not worth a journalist’s time. But you can provide an after-the-fact account yourself. If you handle this as a reporter would by writing in the publication’s style and supplying a good photograph, and if the editor has space to fill in that issue, your event may earn some of it.

tip You can make even a static event interesting with specifics. If a notable CEO gave a speech, for example, reporting what he said, providing it had value, is much more appealing than simply stating he was there. If a high school student was presented with an award, exactly what did he do to deserve it? What did he say at the ceremony? What are his future plans?

A media release is traditionally structured as follows. Let’s assume your subject is an event.

  • Date and full contact information — a specific person reachable day, night, weekends!
  • A compelling action headline.
  • Subhead with supporting information.
  • Lead focused on most interesting or relevant information for the editor’s audience. Important: Is the public invited? Is the editor?
  • A few paragraphs with essential information. The guidelines are to cover Who, What, When, Where, and Why and may include an interesting quote and any photo ops.
  • How the editor should follow up. Is there a schedule of events?
  • “Boilerplate” statement describing your business in a few lines.

Writing email pitches

A good alternative to writing a traditional release is the email pitch, and in fact, many editors prefer it. But it must be carefully thought through. Know your story. Here, too, you need a compelling headline for the subject line. Then you must construct a few tight paragraphs that make your happening interesting, important, and relevant, and also answer the who-what-when-where-why questions. For example:

  • Subject: Clever Computers Help Disabled Nursing Home Residents Discover the Internet
  • Dear Mike:
  • Nursing home life is a lonely enterprise for many of our community’s elderly. The busier family members get, the less they are able to visit, and many residents have few chances to leave the limiting premises.
  • My colleagues and I at Clever Computers have been teaching nursing home residents how to socialize with family and friends on the Internet, and pursue their personal interests through online resources and online courses. But we discovered that a number of these seniors cannot handle the keyboard well enough.
  • On Monday, July 24, we’ll show ten residents of the Maple Tree Home who are unable to type how to access the Internet’s wonders through voice control alone.
  • We’d be delighted if you, or a member of your staff, can join us and witness first-hand how these senior citizens experience their power to open up the world for the first time.
  • Clever Computers ([email protected]) is a 14-year-old community-based company serving the business community with computer troubleshooting, networking systems, and training.

    [Event time, place, date, directions go here]

  • Call me any time for more details. A photographer is most welcome.
  • Sharon Fisher, CEO

A somewhat more structured approach is to invite coverage with a Media Alert at least a week before your happening:

  • From:
  • Contact:
  • Event: (Headline)
  • Event date:
  • Place:
  • Description of what will happen and its significance, who the organizer is (total three short paragraphs)
  • More information about organizer (with website address)
  • Direct invitation to attend

A local publication (unlike a national one) is likely to respond to either form of pitch. Local newspapers, regional magazines, and business publications are increasingly short-handed and show up only at high-priority events. Therefore, the editor may invite you to send a write-up after the fact, or a high-resolution photo and caption. Then, the better you do the reporter’s work and deliver well-written, ready-to-use material, the better your chances of gaining some media space.

If you want to contribute a full-fledged article, or columns based on your special expertise, it’s wise to pitch the idea in the same manner before writing. If interested, the editor will provide guidelines to help you produce what she needs. My advice on writing blogs in Chapter 12 can help.

Don’t overlook your local online news channels, which are always starving for news. And consider local television. But to draw a video crew to the scene, you must be able to promise strong visuals. Because video technology grows so much better all the time, you might be able to produce acceptable footage of the event yourself and submit it. Or hire a local videographer.

Finding ideas for the media

tip You may have thought in reading this section that you don’t have interesting activities like teaching nursing home folks to use the computer, or running a charity concert, or opening a new office. Companies and nonprofits identify good ideas in two basic ways: First, they constantly keep eye and ear open to notice what the organization and every member of it is engaged in that is share-worthy. Second, they create activities that merit publicity.

Clever Computers, for example, might have decided to initiate its nursing home program because someone recognized the need. Or, they might have thought about what they could contribute to the community that would be of value and justified media attention. The desire for publicity is a motivating force behind many wonderful programs. Every enterprise today wants to be known as a good community member and looks actively for ways to connect with that community through good causes.

tip If you are doing something wonderful or truly innovative in your industry, look to the wider range of possibilities. Trade and professional publications need material, too, and if you have something to offer, their doors may open. Pitch editors as I outline in the foregoing sections, taking account of your suggestion’s value to the audience.

remember News venues also thrive on relationships. Do your homework and become familiar with your local outlets: what interests them, their presentation style, their scope. Find out how to reach editors and reporters. On a local level, find opportunities to talk to them. On the national and regional level, remember that most major publications today scout for ideas and accept pitches through social media. They’re happy to connect if you can offer them something of value and demonstrate an understanding of their needs. Follow them on Twitter and Facebook and learn about them on LinkedIn, and you’re much better equipped to connect productively.

Next we look at applying the writing techniques we looked at in earlier chapters to typical management writing challenges.

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