AGILIS ANSWERS: FAQS

Q:  How much time should be scheduled for a discovery call, and what is best practice during this meeting? Is 60 minutes sufficient to secure a deal?

A: Discovery calls are a great opportunity to determine the potential of a future connection with an individual, versus a project’s scope. There is no set time limit to a discovery call; the intent would be to focus on what you’re learning about the individual and their purpose during the interaction, beyond what you may already know. This exercise helps you use empathy to understand people at a deeper level. Not all interactions will lead to securing a tangible contract; but every interaction should be given the attention to help you achieve a robust awareness of that individual’s past successes, current purpose, and future interests. Recognize how your energy is setting the pace and guiding the conversation, which will help you build a strong foundation for that future relationship. 

Q:  If a personal brand is our biggest competitive advantage, how can it be used to grow a portfolio, or become an influencer, or even create an invention that can change the world?

A:  You don't need an invention to be influential; remain focused on changing your world, and those that resonate with your brand will follow.  Clients know what you do, and they're at the table because your bio helped them understand why you do it (your purpose). The goal is to help clients envision your HOW: the action driving the solution that you will be delivering for them. This is what solidifies your credibility and earns you trust in these relationships. When you hold yourself accountable to act on your purpose, you compete with just yourself; organically becoming the 'only' for your 

portfolio of clients in a world with so many options. 

Q:  Our company is entering a new market this year. What is a recommended 

launch strategy between a marketing campaign and a brand campaign? 

A:  A well-executed marketing campaign has applied psychology into its strategy, in order to tap into a connection that humans crave when they're looking to hire services or purchase a product. However, a well-executed brand campaign has applied psychology into its team - its people. Clients will offer a relationship in addition to this connection if they understand the person producing their solution. This strategy requires launching the "who" behind the business as well.  The benefits of the latter offers immediate rewards from a launch because people are almost always seeking a higher quality human experience that goes beyond the transaction.

Q:  Our company is launching a mentorship program, and I am interested in becoming a mentor. Will my limited leadership experience prevent me from being successful? 

A:   People who know how to help others find clarity and purpose can be absolutely invaluable. Becoming a mentor indicates that you believe in yourself and have already cultivated a measure of success that you have defined.  There are always more layers of refinement and learning that can happen. If you stay open to growing and developing beyond any perceived limitations, the results of your leadership through mentoring will build your confidence and motivate you to also remain open to guidance from your own mentors.

Q:  I'm a business owner and I'm operating day to day. I struggle with planning projects for the longer term. Due to COVID-19, is it even worth planning out a long term strategy?

A:   All companies, especially entrepreneurs, should consistently dedicate time to working "on" their business and not just "in" it (the balance between strategic planning and transactional tasks).  Planning for the longer term is essential for business owners as it will keep you focused. It will also keep you agile to external, environmental factors that impact product and content creation.  Take the time to plan out your business' outcomes versus just producing them. This will help keep your revenue goals realistic and attainable.

Q:  When I receive feedback from clients, it's not always what I expect to hear. How can I manage my client relationships better in the future?

A:  Feedback from clients is one of the most valuable sources of information on the direction of where your business is headed, and how your personal brand is being reflected in the market. Client feedback will offer you insight to what you may already be aware of; this feedback is a trusted nudge in the right direction. Embrace it to grow. We're not immune to the values of the people we create relationships with. When committing to a client relationship, be prepared to become more like them. You can aspire to solidify connections on mutual trust and respect, but don't overlook how these relationships will change you.  Clients that offer real, constructive feedback are the ones supporting your success. 

Q:  With the increase in mental health concerns since the pandemic, and now the 'great resignation' movement, our management team is building supports for employee retention daily. What advice could I offer to a peer that is struggling?

A:   Honor the time they need to make their decision. This will ensure they are reacting from clarity, and not from impulse. Making a decision on leaving an organization is emotional; it can add to the stress underlying the changes resulting from hybrid work models, which will affect post-pandemic workplace cultures. As a leader and a peer, you share the position to encourage all employees in the organization to use the resources available for them to heal and become better; so that they won't unknowingly 

sabotage something that may be meant for them, both professionally and personally. Remind them that they are not alone, and their decision will be respected, as you are all a part of the same team.

Q:  I work alone and require financial support to gain traction with my startup business. How should I approach investors and pitch my new company to them if I have a very small profit margin since launch?

A:  Entrepreneurs are surrounded by a team of individuals that are catalysts to their success - former clients and colleagues, friends, and family members. Before discussing the benefits of investing in your company, know who you are and recognize the strengths that set you apart as a business partner.  Your personal story and your related professional experience is the potential that investors will recognize as valuable, and empathize with as they view your journey through your eyes. Be compelling but concise; and transparent about what didn’t work, including crediting the channels that were available to you when overcoming any challenges.  Investors are not immune to failure. They are driven to support businesses that will lead by example through learned experiences and humble leadership; they are watching how these leaders chose to carry this learning forward. Your words are powerful when describing your journey - don't hold back!

Q:  I own a startup and need to invest in building the future of my company. Although I find strategic planning intimidating, I understand the benefits and want to become a strategic leader. How do I start?

A:  In conjunction with developing your business' strategic plan, the coaching process examines how your thinking is impacting your results. If you feel a sense of purpose as an entrepreneur, you will begin to connect this meaning to your own values and not just your business values. Strategic thinking involves anticipating resistance, assessing readiness, analyzing market trends, designing for change, guiding messaging, and adjusting for outcomes. Apply these principles of thought mastery for powerful results.  Also, leverage patience and a positive mindset. A new strategy and developing your strategic leadership ability takes a minimum of 3 months to start yielding results.  Don't give up, as the rewards are intrinsic and offer immense personal growth!

Q:  I need to re-engage my team back to the office  and encourage them to use our new hybrid workplace model. How should I re-connect and earn back credibility quickly?

A:   Lead with empathy to understand the journey your team has experienced over the pandemic. Research studies on leadership effectiveness have been consistent in finding interdependencies with humility and empathy, and cultivating these traits into normal business practice. Leaders are aware of their influence and power. Their more important job going forward will be to empower their direct reports to help them recognize their own ability to lead; resulting in flattening the organization and sharing the responsibilities of leadership collaboratively. This also demonstrates inclusive leadership, which will help develop relationships that are structured around accountability, credibility and mutual respect.

Q:  I have my fair share of competition in the real estate market. I pride myself on my sales, but how can I stand out and offer something different to draw in clients?

A:   A market saturated with a service that offers consumers options to "shop" is an economic strength. Your competition will continue to grow as the product in demand continues to sell. This is where we get creative! Reinvent your brand identity to complement your growing experience, and align your position in the market so that it speaks to your personal brand.  This strategy will shift your position beyond your organization's brand. It will reflect your ability to create and deliver unique solutions based on your skill and vision.  Stay tuned for our upcoming case study, which highlights the steps to follow in recreating your brand identity!

Q:  The Alberta Employment Standards Code and Bill 32 impact my current hiring practices and employee contracts. How should I roll out this legislation update to my organization with little disruption?

A:  During periods of uncertainty and unprecedented circumstances, changes to legislation are inevitable in order to sustain economic conditions and maintain global competitiveness. On July 7, 2020, the Government of Alberta introduced Bill 32: Restoring Balance in Alberta’s Workplaces Act, 2020. When Bill 32 received Royal Assent on July 29, 2020, it legislated numerous changes to Alberta’s Employment Standards Code. Some of these changes took effect on August 15th; and some will take effect on November 1st. Bill 32’s changes aim to provide employees and employers with clearer rules promoting fairness and productivity in the workplace. Communicating and implementing any workforce change requires a philosophy; which will serve as your compass. Develop an effective communication strategy that will offer transparent and open dialogue for implications of Bill 32’s changes. This step will be important as you update and roll out new internal policy manuals.

Q:  I have been promoted to a newly created leadership position for a relatively new team of junior managers in my company. How should I introduce and integrate my management style, while keeping our company's motto and brand consistent?

A:   It's an authentic and courageous journey to discovering your leadership style. Don't shy away from this self-awareness opportunity; there is a high regard for humility. Your management style is expected to change with your experience. Leadership traits aren't defined by an organization; rather, by the individuals representing these roles for their organization.  An organization's people develop and promote their company's overall brand. Engaging and retaining your team as a part of a talent management strategy 

will keep an organization's leadership aware of when and how to redefine their brand. Companies that are committed to their people's growth through the employee experience, and focused on team collaboration will gain recognition for their brand identity. 

Q:  I lead a team of 500+ across Canada. We were not immune to the economic fallout of the pandemic, and are now undergoing BD training to secure virtual client work in other countries. Our company has been watching your firm with interest - do you have suggestions on how to enter and compete in a global market? 

A:  As a part of your business development training, develop a strategy for diversity and inclusion; especially when entering foreign markets.  Recognizing the cultural differences when entering a global market, and the sequential effects of diverse perspectives in local economies, will help you design a sales strategy that connects a client's need to envision success with your ability to deliver.  Securing opportunities in countries across the world isn't very different today than it was pre-pandemic; the core is still your personal brand, and a commitment to developing a relationship that remains intact through any unprecedented circumstances.  Your leadership can greatly influence how diverse perspectives are recognized and shared with your team during this exercise. Don't feel obligated to have all the answers; observe and raise questions from your unique vantage point to shape the discussion and encourage open, positive dialogue.

Q:  I am considering a career change from professional services, but I don't have 

experience in product development. I know there's risk to losing my brand identity, but I wonder if clients today are more interested in purchasing a visible product?

A:  Before changing what you do, consider changing "how" you do what you do.  When offering services measured in time, it can be a challenge to demonstrate the value of this time to clients. Create solutions with measurable outcomes, which then holds value in the time you invested to deliver these solutions (similar to a tangible product).  Your client is dependent on you for your intangible service. Believe in yourself, and allow 

your intuition to guide your creativity. This same intuition can also shift your mindset from "what" you do to "how" you do it. Diversifying your skills and products can complement your current brand, without losing your core service or identity. We're also here to help you deliver with purpose and clarity; don't give up and keep driving that ambition!

Q:  Your Extra(ordinary) Executive articles has inspired our company to engage our employees in virtual 'fireside chats' to share their own experiences. What is most rewarding for you as the author?

A:  The Extra(ordinary) Executives are the authors of their own stories. We feel privileged to be trusted with journaling their stories; and value the connection we developed with these courageous leaders. The opportunity to interpret their silence, the emotions, and to help guide their awareness into words is most rewarding. To engage your team with this exciting initiative, encourage empathy and reward bravery. Intelligence, creativity or personality alone doesn't determine success; it's the ability to navigate thoughts and emotions courageously. The Extra(ordinary) Executives are emotionally agile and became self-aware when facing obstacles, which helped them bring the best of themselves forward. Our stories are filled with endless possibilities; we have all only touched the surface! 

Q:  I would like to diversify my business and offer additional services to be more competitive and increase my profit margin this year. I'm unsure how to introduce something new without risking my main product?

A:  Before diversifying, ensure your business is earning a consistent profit from your core product or service. Once you maximize the value of your core revenue stream, you should then develop a business strategy to support multiple revenue streams that complement one another. Try not to allow competitor noise to distract you from your goal (we're here to help you with this!).  In addition, continue to prioritize your client relationships, including the design of your client journey. And, be open to recognizing your personal blind spots - there is humility in knowing where we are weak; it is in fact our strength.

Q:  I recently incorporated my own practice, years after practicing with a national firm. A potential client my previous firm pursued for years has chosen my new firm to represent their organization. But I fear my lack of process and chaotic practice style may leave this client with doubts on my ability to deliver?

A:   Some sole proprietors and entrepreneurs thrive on change, which makes for an environment many would see as chaotic. But, as we learned in 2020, productivity isn't always systematic; and, we can't always make steady progress toward deadlines. Your agility is your strength.  The chaos and that need for variety (paired with an indifference for process) gives some entrepreneurs their energy to create and deliver. Trust the client who took their time to decide because they would have most assuredly thought of every reason not to. Be confident in your delivery -- this client has overcome all doubts!

Q:  Is imposter syndrome common for solopreneurs? 

A:   Imposter syndrome could affect individuals from all parts of life. Give yourself permission to try something new ("success and failure go hand in hand"). The decision to own and manage your own business requires immense courage, especially if relinquishing complacency. Because sole proprietors are hands-on in completing the vast majority of their work themselves, it could result in self-doubt when handling tasks outside of their experienced skill set. It is encouraged to connect with a mentor or a coach for support with overcoming these feelings, and building confidence in your abilities. The fear of starting something new, despite not knowing all the answers, requires vulnerability. It's in this space that you will be offered significant self-awareness and growth. You got this!

Q:  My entire team is now indefinitely virtual. As their direct manager, I worry about the emotional and mental health of my employees during this time. Is an EFAP enough to support them?

A:    An Employee and Family Assistance Program is very effective in offering space and discretion for employees to express themselves in a safe and trusting environment. This year has been layered with many unforeseen events, causing isolation for employees that were once used to collaborating with each other in person. Leaders may not always be aware of the individual effects of virtual work on the emotional health of their team members. And, employees may no longer feel a connection due to the physical distance. Encourage opportunities for your employees to engage with you one-on-one. Perhaps a weekly virtual coffee? Allow the conversation to flow organically, and work to re-establish a connection. If you offer open and honest communication, and share your own struggles this year, they will feel validated and respect you more for it. 

Q:  2020 changed the landscape of my marketing strategy. How can I create consistent revenue again for my small business once I enter my new fiscal year?

A:   Determine your most predictable source(s) of revenue, and focus your business development and marketing efforts on this source(s). Diversifying without stability will dilute your impact and your focus. Demonstrate a sustainable pattern first, and ensure your revenue is consistent in covering your overhead for a determined period of time. Every client need is unique. Any new qualified business leads should continue your efforts on finding a solution for these clients' needs; versus seeking out clients for a solution you may already have on hand. Also, committing to and developing a long-term 

relationship with clients will support consistent revenue in the form of repeat business, or referrals. 

Q:  COVID-19 might force my small business to dissolve. If I start up a new company, I fear I will end up re-launching the same business model. At what stage would an Executive coach or consultant be a good investment?

A:  Immediately. A fresh approach to establishing a new company begins with an optimistic mindset, followed by a strategic plan that should redefine your value proposition and redesign your brand.  One of the most significant benefits of working with an Executive coach or consultant is the gift of objectivity and insight. The relationship allows for honesty, without discretion or influence from your past experiences. Agilis will help you combat stagnation; gain new perspective through recognizing your strengths and weaknesses; and offer guidance on where to focus your energy. In turn, this will build the confidence you need to self-reflect on what hasn't worked, and persevere toward what will. "Don't be afraid to start over. This time you are not starting from scratch, you are starting from experience." - Unknown

Q:   Is there an effective way organizations (specifically entrepreneurs) can expand brand awareness? 

A:  Share your knowledge as a subject matter expert and keep following your 

purpose. Words are a powerful opportunity to win the hearts of your clients. 

When we present authentically through our words, we persuade and have a distinct advantage over those who don't. You will become a stronger marketer and a more capable business owner.  Build your brand by leading with your story and focusing on your product. This will help bring awareness to your brand that you have captured through your expression and your words. Be unique in your delivery of information and client solutions, which will result in securing you a competitive advantage. 

Q:   How do I gain credibility with prospective clients and earn my share of their projects? 

A:  Clients value authenticity and long-term relationships with an organization; but more so with the "person" delivering their solution.  A positive mind-set builds optimism, which reflects in your energy. "No" doesn't mean never; it may just not be the right time. Stay motivated and continue pursuing those opportunities where clients may not have been ready.  Offer a relationship based on integrity and respect, and both current and prospective clients will always remember your value-proposition!

Clients have clients...who have clients...who have clients...

Q:   Humility is a characteristic that is prevalent in your Extra(ordinary) Executive articles. How does this trait help manage uncertainty as a business owner?

A:  As you work toward building your vision and strategy, you will need to be attentive to both strong and subtle signals on what is and isn't working. This requires a certain degree of humility, as you will likely surrender some of your certainties after they are tested against reality and fail. Own these failures to build resilience and gain knowledge.  The Extra(ordinary) Executives sharing their stories used speed and agility; taking risks to learn quickly, while constantly pivoting and adjusting their vision and strategy based on what they learned. It's imperative to ask yourself relevant questions related to the solution you're seeking: what's working? what isn't? what's my vision? This will allow you to meet yourself where you're at. It will also empower you to use your creativity to develop the capability to deal with uncertainty, rather than to panic and retreat from risk.

Q:   Why is strategic planning necessary for entrepreneurs, small business 

owners or start-up companies?

A:  All companies will benefit from planning for the longer term.  An agile business strategy combats disruption and unexpected challenges. Our team will help define/redefine your organization's goals, and develop strategies to achieve them. We will also ensure that your people and leadership goals are aligned to help guide your decisions toward successful long-term growth and sustainability.