Setting clear and intentional business boundaries.
I had the pleasure of joining Gill Moakes on her podcast to talk about business boundaries. This was a topic I wrote about last year on my blog and linked again below. I hope you’ll take a listen and read the below. This is something we don’t talk about as entrepreneurs and business leaders. I’ve allowed myself to fall into that tempting habit of doing it all, above and beyond, and all the other cliches. Doing things for folks because it’s ‘nice’ to do. The only person who lost in the end was me.
Heads Together Podcast Key Points:
I emphasize clarity and preparation before a 30-minute discussion, requesting potential contacts to answer questions beforehand.
Completing the preliminary questions helps both parties understand if there is a suitable match for collaboration, showing professionalism and consideration in referrals.
I assess compatibility to provide valuable assistance effectively, managing inquiries and referrals efficiently.
Emphasizing effective time and resource management, I engage with various individuals while recognizing when expertise may not align with certain requests.
This thoughtful approach ensures optimal outcomes for those seeking guidance, emphasizing clear communication protocols.
By setting expectations upfront through pre-communication requirements, both parties can navigate discussions effectively, fostering better understanding and ultimately leading to more meaningful connections and referrals.
I underscore the significance of clear communication protocols in professional interactions.
Setting expectations upfront through pre-communication requirements enhances productivity and fosters better understanding between parties.
This structured approach leads to more meaningful connections and referrals based on compatibility and expertise alignment.
Assessing compatibility allows me to provide valuable assistance effectively, managing inquiries and referrals efficiently.
📌 Initial Contact Protocol
Request to answer questions before the call
Expectation for referrals to complete a form
📋 Assessment and Referral Process
30-minute conversation requirement
Referral if not the right fit
Offer to refer to a better-suited person
You can also read my previous boundaries blog HERE.
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