Always have a backup plan

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Always have a Plan BAlways have a backup. . .

Most of my clients prefer to meet virtually, it saves travel time and costs while still allowing us to get things done. That said, I do offer in person days and have a location away from the 3 dogs and 4 cats in which to host them.

So when a client called for an in person half day, I was thrilled. She’s been a partner for years and we’ve never met in person.

My Team called up my local conference hotel to find that they’re under renovation. They contacted 3 more to find the same thing (apparently winter in Massachusetts is a great time for hotel renovation) and I was stood up by a sales rep at a different hotel – the one we’d found which has space and isn’t under renovation.

Then. . .waiting at the bank counter on Saturday, a stranger and I strike up a conversation. He’s a carpenter who took on a second job at a local hotel which offers event space (one I hadn’t thought of).

Want to guess which hotel we’ll be at?

Lessons learned:

  • Always have a backup – even for meeting space
  • Always have a system – I have a list of “must haves” for meeting space so it made it easy for my Team to research without involving me until a site visit was needed and
  • Always be open to possibility – wouldn’t have expected a meeting space referral to come from a carpenter in the bank.

And this one is preferable to my usual spot.

What backup or support systems do you have, or need?  I’d love to hear below.

 

 

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  • OnlineOurs

    Offsite Data backup = Egnyte (runs automatically & emails if there is not backup with a user defined window!)
    Offsite cloud CRM – Industry specific… BUT this allows multiple users to access clients with transperancy & answer a question regardless of whether the team member has worked on the client file!!  BACKUP & enhanced customer service.
    Systems & Procedures – this effectively ensure transparency again, if a team member is sick, we see the tasks for the day and get on with them!  Customer still contacted where required!
    Happy Staff & Happy Clients..