A LOT Can Go Wrong at a Business Lunch: Being Prepared Will Help
As I wrote in my last post, I spoke recently for HP in Southern California. I was brought in to speak because my clients appreciate the importance of doing a business lunch the right way. Whether you’ve been on more than 3,000 client lunches (like I have) or you’re just starting out, it is important that you feel comfortable and confident. This can come from knowing what to avoid or how to handle certain situations.
During the meal, I asked the printer resellers and distributors to try to “Stump the Speaker / Shock the Speaker.” I wanted to offer my BEST advice for their WORST situations. I haven’t been stumped yet because most challenges or problems that come up at business lunches are more common than people think, but I definitely heard some great stories and thought-provoking questions.
I asked our guests 1) what was the worst thing that EVER happened to them at a business lunch, 2) how they might have better handled the situation, and 3) to share anything they might have trouble with – in general – along the way.
I found it interesting that most people offered their OWN suggestions as to how they might have better handled a particular situation. I think most of us tend to “hash & rehash” those awful moments in our minds. Seems we’d ALL like “a ticket to ‘shoulda, woulda, coulda.’” My mantra is “be prepared,” but things can happen fast when at a business lunch. If you’re with a big client, you might be nervous. And then, there are just a LOT of things that can go wrong. We’re people – not robots – and we have emotions, as well as million thoughts a day. Hindsight is always 20/20. Good judgment – unfortunately – comes from bad experience.
Here are some of the best stories from last week:
Shannon said that a client dumped coffee in his lap. HOT coffee. YIKES! As to what he would do differently? He would not have ordered coffee for the table! THAT was easy! And, I can add this little tip:
IF YOU KNOW that your client likes something you don’t care for – such as alcohol, dessert, or sushi, bring someone from your office as a “buffer.” That way, your client won’t have to drink alone (and YOU of course will be Designated Driver!), YOU won’t have to try to find cooked entrees at a sushi bar, or you won’t have to see your morning workout get annulled by a giant slice of cake you forced down just because your client wanted dessert! Bringing a coworker (or boss) can be a very wise move, especially when you know your client is going to want something you don’t care for.
One executive ended up in a restaurant that was too noisy. We’ve ALL been to restaurants that are USUALLY just fine for a business lunch, but on the day WE are there, there is a baby shower going on at the next table or some other type of large, noisy party. We can’t prepare for EVERY distraction, but try asking your maitre d’ for a quiet table when you make your reservation. (Of COURSE you are going to make a reservation!)
NEVER Pay for a Business Lunch with CASH!
One of my guests asked, “What if your client wants to pay for lunch?” I went into great detail in my book on how to avoid that situation by slipping your credit card to your server the moment you are seated. Not only does that help to avoid the fight over the check, but it also identifies YOU as the host of that party. This is an especially helpful tip for women when taking men to lunch. In many restaurants, servers still tend to give the check to the man. Ladies – take note! And you definitely want to pay for lunch with a credit card. Paying with cash can create a sort of “Let’s all chip in” or “Can I get the tip” atmosphere.
Alcohol … excessive alcohol, that is, … is the #1 cause of distress at business lunches! People have too much to drink or they are simply drinking a little on an empty stomach. Either way, they get drunk and it’s not long before their behavior gets sloppy. Chris said he brought a sales executive with him to a client lunch. The executive had too much to drink – and Chris ended up having the VP of his company call the client to apologize. I believe there is no quicker way to LOSE YOUR JOB than by getting drunk in front of clients. TAKE IT EASY!
It’s not a sin to eat a little something before you go. And – if you are attending a mixer at 5PM and lunch was at noon, you WILL BE drinking on an empty stomach. Park yourself by the food table when you first arrive. Remedy the situation. THEN, you’ll be free to mix and mingle with a drink in your hand without ending up on the floor! Besides, it’s impossible to eat, drink, AND hand out business cards! I keep a bag of nuts in my car, just in case I get hungry in the middle of the day or for any other time I’m not able to grab a quick bite.
How can you stop someone from drinking too much? This is a bit touchy, but it’s a great chance to collaborate with your server. Excuse yourself to the restroom, find your server, and tell them to CUT OFF the supply of alcohol to your client! Let them be the bad guy. They can also cut someone’s drink enough to render it fairly harmless. If you suspect your client may be on their way to getting drunk, order appetizers and get your server involved. Have them weaken the drinks so you’ll have the chance to get your client to eat. And NEXT TIME, invite that client out to breakfast. It will be a lot easier for them to stop drinking if they never get started.
Lastly, if you slip and fall, injuring only your pride, just stand up, brush yourself off, and carry on! I always ask if ANYONE in the room has NEVER spilled a drink. I’ve yet to see a hand go up. We are human, floors are slippery. Don’t wear shoes you can’t walk in – THAT should help slightly. Then, watch your step. I’m not saying you’ll never fall again, but being prepared WILL help!
I want to send out special thanks to everyone that I got to meet in OC. I’m here for you if any other questions come to mind. And if YOU have a situation for which you would like to have my opinion or my advice, just ask!
Just a quick note here to reveal what a recent article in the Wall Street Journal stated: Most people love texting because THEY can reach YOU, but YOU can’t reach THEM! What’s up with THAT?! Read the article here – it’s called Y U Luv Texts, H8 Calls!
It’s all because we are SOooo busy! Scenario: You’re getting ready to go into a meeting…BUT, before you do, you can send someone a question or an answer, set up an appointment, or conduct some other brief business.
Later, when you are out of the meeting and can respond, you see that your associate, colleague, or client sent YOU a text with your answer. It’s actually a pretty effective means of communication, don’t you agree? I think it is also a great example of using technology to GAIN CONTROL over your communications! Ideally, however, we still need to save all this time so we can meet our clients and “our people” face to face whenever possible.
I’ll be presenting “B FACE 2 FACE 4 SUCCESS” - a 60-minute keynote presentation on building EFFECTIVE & PRODUCTIVE business relationships that will include suggestions that you will be able to implement IMMEDIATELY to increase your sales and improve your bottom line. This presentation is built upon the lessons I discovered while building relationships during my sales career, which I shared in my first book, “The Art of the Business Lunch: Building Relationships Between 12 and 2.” My experience during nearly 20 years of sales and my ability to build such incredible relationships is why my clients started calling me “The Queen of the Business Lunch”.
A strong ability to build relationships can assure your success – whatever field you are in. WHY? Because PEOPLE PREFER TO DO BUSINESS WITH PEOPLE THEY LIKE! Your parents were wrong: success in life actually IS a popularity contest! After all – who wants to hang out with or do business with people they DON’T LIKE?! When you look at it this way, it makes sense: to succeed, you need to develop your PEOPLE SKILLS.
People have choices – and when it comes to business, they are even more likely to take advantage of their options … especially in THIS competitive environment. No business decision is ever JUST about price!
When I deliver this presentation, I ask my audiences for a show of hands to
The feedback I get when presenting supports my doctrine: PEOPLE PREFER TO DO BUSINESS WITH PEOPLE THEY LIKE!
indicate how many people REGULARLY go OUT OF THEIR WAY to patronize a particular business because they PREFER how they are treated at the more inconvenient location than at a similar business closer to their homes. I ALWAYS get 100% response! That supports my point: your people skills can improve your business or destroy it. It’s not that hard to build solid, productive business relationships. I’ll be sharing tips and techniques so that you, too, can become a Business Relationship Expert! Hope to see you there.
FORBES Insights‘ latest report shows that executives prefer face-to-face meetings. Wow – As “The Queen of the Business Lunch,” I could not have put that better myself. The reasons why they preferred IN PERSON, face-to-face meetings? There is no comparison:
To build STRONGER, more MEANINGFUL business relationships (85%)
Ability to read body language and facial expressions (77%)
More social interaction, ability to bond with co-workers/clients (75%)
Allow for more complex strategic thinking (49%)
Better environment for tough, timely decision-making (44%)
Complaints about technology-enabled meetings were that they often resulted in disruption and delays. The ONLY reasons anyone said they preferred technology-assisted meetings were bottom-line, such as saving time, money, or location flexibility.The choice is yours: STRONGER, MORE PRODUCTIVE business meetings or technical difficulties?
As a Business Relationship Expert, I discovered a long time ago that those relationships that were built over a business lunch, an outstanding networking event, or even a round of golf lasted forever. We bonded. Apparently, I’m not the only successful executive who knows that, although I may be the only one who wrote a book about building business relationships over lunch (“The Art of the Business Lunch: Building Relationships Between 12 and 2″).
A compromise can be reached, too, by holding smaller meetings with an assist from technology. But to build long-lasting, solid business relationships, seize some face time!
BTW, the Ritz-Carlton weighed in on the report to reach out to business travelers by offering “Meetings Within Reach,” a value-added opportunity for organizers of on-site seminars, executive retreats, and other corporate events. Their message is “It’s not extravagant IF it produces results.” I’d like to give special thanks to Bruce Himelstein, Ritz-Carlton’s senior vice president of sales & marketing. He acknowledged that technology can never replace the “traditional methods of dealing with people in person…” I rest my case … there is NO Substitute for QUALITY “Face time.”
Notice: I am currently seeking annual contracts with companies who would like to send me out to speak to their clients on the importance of quality face time and how to build productive business relationships. E-mail me to explore the possibilities.
I guess everyone wants to know how I became “The Queen of the Business Lunch™” (a nickname my clients gave me). I’ll get to that in a minute. My book, “The Art of the Business Lunch: Building Relationships Between 12 and 2” has become a tremendously helpful guide for entrepreneurs and business professionals. And now, I want to help even more people through speaking engagements as well as endorsement deals.
I’ve been focused lately on helping businesses to build deeper, more caring relationships. Allowing others to really get to know you – even some of your vulnerabilities – is invaluable. My newest keynote presentation is titled, “B Face 2 Face 4 Success.” It’s spelled out like a text message because the very technology that was supposed to help us seems to have consumed us, instead!”
It’s apparent that creating new ways to generate quality face time is on everyone’s mind – from iPhone’s “FaceTime” software to American Airlines’ new business-class swivel seats for in-air face-to-face meetings as well as their offering air-to-ground calls on the new iPhone, to CISCO’s recent campaign: “Welcome to the human network.” Corporate America is going all-out to put us FACE to FACE with each other.
I can help companies drive the message home – whether that message is “Breakfast is the new lunch!” or “Take time to make face time,” or even “Connecting on a budget.” As a Business Relationship Expert, I show how to create the quality face time that can help individuals to achieve greater success and companies to connect more deeply with their customers and clients….even on a simple coffee date. Also, many people need help with how they are supposed to behave when they are – finally – face-to-face!
My colorful stories help people create more productive “face time” when out with their clients – from getting that first, all-important face-to-face meeting to building lasting relationships. The more people you know, the more people you can get to know. Everyone in your circle knows other people who may need your services or products. Successful professionals understand this and take mere networking or business meetings to a much higher, personal level.
Information about Business Lunch is IN DEMAND! Here I am featured in SERAI - a trend-setting Japanese magazine
I recently trademarked “The Queen of the Business Lunch™” since I’ve become so well-known by that nickname. If you are just getting to know me, you will appreciate that during my advertising sales career, I personally hosted more than 3,000 client lunches and saw my sales increase by more than 2,000%. I wrote my first book on the business lunch and building relationships to help other business professionals become more proficient at building productive business relationships, particularly by sharing a meal with their clients. I’m excited to share that the book was so popular that it is now available in twelve languages.
Now, I’ve taken the foundation of the principles in the book and expounded on them to apply to today’s tech-obsessed world, when a great business lunch isn’t always an option. There are many alternatives to a business lunch, especially for those who are on a seriously limited budget. I enjoy helping others to create quality face time regardless of their circumstances. Distance and limited money are no reason to stay behind your desk all day. Sometimes, we just need to get a bit more creative.
In “The Power of the Platform: Speakers on Life,” the newest anthology in “The Power of the Platform” series published by the Las Vegas Convention Speakers Bureau, I shared a story in about my friend, marketing consultant Phil Robertson. In discussing the importance of opening your home to clients, Phil shared, “Now that I think about it, I realize I’ve never lost a client who has been to my home for dinner!” Of course I was not surprised at all; candor and vulnerability can help your business associates to see you as a human being. Exposing your true self can help you to create even better business relationships that will, ultimately, pay even greater rewards – personally and professionally.
If you’d like information on bringing me in to speak to your organization or to inquire about endorsement opportunities, please e-mail me at Robin@RobinJay.com or call 702-460-1420.