We’ve all been there. In fact, I just visited this place of client frustration and fear a few days ago. It usually happens when the solution provided to the client’s (or boss’s) problem will cost them time, money and stress. At that very moment, we stand at the precipice.
We can recognize the pain, and come up with an alternate solution that will ease the client’s mind and make them feel good in the short term. Or we can do the right but difficult thing by sticking with our convictions, knowing that the solution we recommend is the right one, even if standing by our beliefs means we lose the job.
Not an easy choice, but one all of us will come to reckon with on occasion, regardless of whether we run a firm or an agency, work for a firm or an agency, or work for a small, mid-sized or large business. It is best to be prepared for what we will do and how we will respond before the situation arises.
When I took my first corporate job, I was 28 years old and had served two tours in the military. I was used to saying “yes sir” and “no sir.” But there are practical reasons for obliging higher ranks in the armed forces: It can save a person’s life. Not so in the business world. In fact, I believe that those who go along to get along are doing their company or their client a disservice. On the other hand, they seem to be liked and have a certain level of job security that those of us who speak out risk.
The description given to those who speak out is often said in this way: “Well, you have to cut Jane/John some slack. SHe’s a creative person,” as if being creative was a bad thing.
People who speak out, in addition to being creative and innovative, often can be described as honest, passionate, caring, smart and unafraid. They want to make a difference. They don’t come to work every day for the pay check. They come for the challenge, for the adventure of achieving goals and objectives and to travel the road less traveled. They are always searching for better and more productive ways to do things. They rock the boat. They are change agents and they make terrific consultants. They don’t necessarily make up the wealthiest consultants.
In my experience, most executives and managers lean toward conservatism. They got where they are by being smart, by working long hours and by going along to get along. So when they hire a consultant, they often seek someone who will tell them what they want to hear and then just go do it. It is unlikely they would hire my firm or most of the consultants I know. And that’s okay. However, as I said at the top of this post: “It is best to be prepared for what we will do and how we will respond before the situation arises.”
I did that preparation while making waves in the corporate world. So that when I left, I knew that I wanted to run a firm that always gave its best ideas, no matter the risks; always guaranteed its work; always strove to exceed expectations; and never took a job if it meant we would compromise any of those values. Before I came to that conclusion, I asked myself some important questions:
1. What does a consultancy that stands for a set of beliefs look like? What are its best practices? In what areas are we most likely to innovate successfully?
2. What does turning down work or not getting work that isn’t a good fit mean for my family and for me? Is it a risk worth taking? Are we willing to refer those jobs to a competitor?
3. How do we prevent arrogance within the firm while maintaining a belief that no one can do the things we do better? (Although many do it just as well.)
4. When we feel a client’s pain, how do we sympathize but not give in to it? How do we ensure the client that we have their best interests at heart?
5. What does our guaranty look like and is it sturdy enough to be worth a client’s risk?
Those were some of the questions we asked, and we built our consultancy on a set of values and strategies that respond to those questions. Using a synthesis of my consultancy and several others who fall into this category of being change agents, of always looking for a better way, here, in general, is what the resulting consultancy looks like. (By the way, without mentioning names, the synthesis includes more than a few of the contributors here at the Fix.)
The consultancy understands who and what it is and is usually not a full-service marketing firm. Instead it specializes in a few areas of marketing and often is an adopter of new tools and solutions (e.g., social media and social networking). The owners have strong family relationships and supportive significant others willing to ride the roller coaster. Work is regularly referred to other firms, including those they most are in competition with for the same work. Employees are smart, polite, passionate and firm in their beliefs; but in every instance they are a perfect fit within the firm’s culture and are let go when that fit forms a crack in it, as sometimes happens. Account executives listen more than they talk, work diligently to understand the client’s pain, and don’t offer solutions on the spot. Proposals are created in a team environment and often include tactics that are new and different to the client. The guaranty is solid and represents most if not all the firm’s profits. Creating great client experiences and ensuring the client’s customers share in those experiences is always a goal.
So there you go. Is this a business model that scares the hell out of you, seems silly to you, or attracts you to want to be a part of that model? In the marketing and communications consultancy world, a firm that looks like the one above would be one that always puts people first, ahead of profits, and works to make people happy. It isn’t easy and failure happens–so do quick recoveries.

The only answer that matters is have you succeeded in meeting your goals and that of your clients and associates through the model. If you did, it works great.
I agree that if you are positioning yourself as a consultancy and not a service provider, the ability to stand by your recommendations but work with the client in how best to implement them in his context is the only way to be and still call yourself a consultancy.
It’s a refreshing business model. Coming up with an alternate solution merely to make the client feel good in the short term will only come back to haunt you. Doing the right, but difficult thing is not only the ethical thing to do, but how do sleep at night when you know you haven’t done the right thing? So, you lose the job. But what you don’t lose, in the long run, is your integrity and your credibility; these qualities will carry you AND the reputation of your consultancy very far.
It’s a refreshing business model. Coming up with an alternate solution merely to make the client feel good in the short term will only come back to haunt you. Doing the right, but difficult thing is not only the ethical thing to do, but how do sleep at night when you know you haven’t done the right thing? So, you lose the job. But what you don’t lose, in the long run, is your integrity and your credibility; these qualities will carry you AND the reputation of your consultancy very far.
This is a fantastic business model. I completely agree with you when you say that its a good thing when people speak up, even though they may be risking their jobs. I have many friends who disagree with this statement. They tell me stories about how they’re boss and or company does things in a terrible way and as a result, causes them to do unnecessary work. So I say to them, why don’t you just explain to them this situation. They look at me like I am crazy and say, you can’t do that, they will probably fire you. Its extremely sad people have this mentality. I am glad I am not the only one who thinks more people should speak out. Hopefully, this article will enourage my friends to do so ( I am forwarding them this link).
P.S. If you want a good laugh, check out my website (www.garbarrassing.com). Its not so much in good taste, but it is still quite funny. Do enjoy.
Shekar,
I agree to some extent. Obviously, we need to meet or exceed our goals but first, we have to choose the right goals, and often I find that businesses measure the wrong things. If the goals aren’t created carefully to measure a businesses growth progress, which may or may not have much to do with current profits or revenues, it won’t do the right things for long-term success.
Stacey,
In my mind, integrity and credibility are the key ingredients for any business to maximize its potential. Without those characteristics, even businesses with great market capitalization could be doing better. Thanks for sharing.
Marc,
Speaking up can be risky and can cost one their job. Before I encourage strangers to take that risk, I would first ask them to describe how they are perceived by the boss. If they have built up a good reputation and are seen as credible and trustworthy, speaking up may be seen as a good thing.
However, speaking power to truth must be done in ways that don’t piss off people. And when we speak up, it is best that we know of what we speak and can back it up with research.
The corporate world does not look kindly on those who rock the boat. But if those who express their opinions create great results, their chance of being tolerated, even respected, increases.
Lewis,
Amen, amen, amen. In fact, thanks for reaffirming what I’m trying to build myself.
“Know thyself” is as critical in building business as it is in philosophy. I, for one, am determined to understand what my company is and what – precisely – of value we bring to our clients. The “all things to all people” model is foolish and IMHO serves in the long run to short change your clients. Not to say there’s never room for a generalist, but even generalists have their general niche. (Oy. Need more coffee methinks.)
It remains to be seen whether my hunch will stand the test of time, but I know I’m at peace and get such a charge when a client knows I’m the perfect fit for them because I’m NOT the perfect fit for someone else.
Thanks for the affirmation.
Amber,
You are so right: “Know thyself” should be emblazoned on our brains.
Our company’s internal brand is all about putting the customer first. We distribute a nationally manufactured product and offer services and consulting free as added value. Our customers are very loyal and depend heavily on us. And our growth is impressive. The powers that be say, “Who cares if the customer believes they are taking advantage?” And it doesn’t really seem to hurt us.