More & Forever Interview Series — Episode 5

scot havrilla

For episode 5, Trish is joined by Scot Havrilla, Senior Client Lead at iCrossing. Trish and Scot jump right into an energizing and candid conversation about keeping and growing our clients, the role we each play, and what it means to have performance integrity. Watch the episode below and scroll down for our key takeaways.

 

THEMES

  • You never stop being responsible for more and forever

  • The problem needs to come before the solution

  • It is critical that you fill the bus–form relationships with each client constituent

  • Taking a step back, more times than we think we need to, can help your client move forward in the right direction.

  • Just like driving the van for a Ragnar Relay Race . . . sometimes leadership just requires you to step up and say “I’ll do it!”

KEY MOMENTS

[2:30] Background on Scot and his career path

[3:41] The transition from being directly responsible for creating more and forever relationships to leading others who are responsible for creating these client relationships

[7:02] What does it mean to create a more and forever relationship with a client?

[11:26] Understanding the client’s buying process; who else is involved in the decision 

[13:33] How did you learn to help someone figure out what the problem is before jumping to a solution?

[16:27] How do you make sure you’re aware of each person essential to the buying process and then make sure you’re working with each of them in the most effective way? 

[19:41] How do you view creating professional intimacy with clients?

[23:23] What does it mean to earn the right to lead?

[24:46] How do you know when to lead and how do you know when to follow? 

[27:01] How do you figure out your role and the value you add as an account manager? 

[28:48] What role does trust play in growing clients 

[32:18] The importance of being clear with what you can and cannot deliver to clients, and what it allows for your future relationship

[34:46] How do you create these relationships without being in person? 

[41:48] One more piece of advice for those learning how to better create more and forever relationships 43:07