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Let’s Make Sausage
Making the Ask is Not Like Making Sausage: You Need to
Know What Goes in There - Mark Zmarzly
Who am I?
         • Mark Zmarzly (Za-mars-zlee)
         • BA & MA in English (Creative Writing)
         • Got into Bank Consulting/Sales in 2005…not as sexy as it sounds
         • Have sold & serviced clients ranging from 1 branch to 1,700
         • Other things I have sold: Tacos, video rentals, office
           equipment/supplies, my mom’s jewelry, beer, literacy, and the
           secret recipe to green slime.



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Selling green slime




        • I learned quickly how management can kill motivation.


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
What do you think of the corporate world & sales?
          • 1: Sales is the most important part of the corporate
            world…nothing happens until someone sells something!
          • 2: It’s important just like service, good product, etc.
          • 3: Indifferent/No opinion.
          • 4: It’s the equivalent of cleaning toilets: necessary
            perhaps, but unpleasant and a bit unclean.




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
What do you think of fundraising?
          • 1: Fundraising is the most important part of my
            organization…if we neglect this, we cannot serve!
          • 2: It’s important just like our service, good product, etc.
          • 3: Indifferent/No opinion.
          • 4: It’s the equivalent of cleaning toilets: necessary
            perhaps, but unpleasant and a bit unclean.
          • 5: I just wet myself (metaphorically of course) when you
            asked this question.

@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
http://jennifermccrea.com/2010/03/fundraising-selling-5/




         From the Internet: “Fundraising is not selling”
         “Fundraising is a practice, a craft, characterized at its best by creativity, collaboration
         and a deep, human connection. It is about enabling people to discover what is
         important in their lives, and it is much more about transformation than it is about
         transactions.

         We miss something very important when we are focused on selling people. Selling
         implies that money is the most important part of the relationship. When money is at
         the center of the relationship, it distracts us from our mission.

         When we remove this buyer/seller dynamic, we move away from dependence and a
         relationship that favors one side over the other. It moves into a place of effortless
         flowing, growth and discovery, sharing, trust and co-creation.




@BankMarketing    www.ihelpbanks.com | @MarkZmarzly              www.markzmarzly.com
http://jennifermccrea.com/2010/03/fundraising-selling-5/




         From the Internet: “Fundraising is not selling”
         “Fundraising is a practice, a craft, characterized at its best by creativity, collaboration
         and a deep, human connection. It is about enabling people to discover what is
          Asking for money in any form does not
         important in their lives, and it is much more about transformation than it is about
         transactions.
          take delicate genius…but if selling people. Selling it
         We miss something very important when we are focused on
                                                                 you think
         implies that money is the most important part of the afraid.
          does, the relationship, italways be relationship. When money is at
                       you will distracts us from our mission.
         the center of

         When we remove this buyer/seller dynamic, we move away from dependence and a
         relationship that favors one side over the other. It moves into a place of effortless
         flowing, growth and discovery, sharing, trust and co-creation.




@BankMarketing    www.ihelpbanks.com | @MarkZmarzly              www.markzmarzly.com
http://www.huffingtonpost.com/richard-dare/nonprofit-funding_b_1471726.html




          “The 2012 State of the Nonprofit Sector Survey
          found 85% of all nonprofits experienced an
          increase in demand for their services in 2011
          (and 88% expected to experience an increase
          in demand again in 2012) but 57% of all
          nonprofits have barely enough cash on hand
          to last them three months or less.”


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
http://www.huffingtonpost.com/richard-dare/nonprofit-funding_b_1471726.html




         Who watched Dan Pallotta’s TED talk?




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
My experience
Crafting a new way
Crafting a new way
         What I was told:                    What I sought & discovered:
         • “You have a lot to learn          • Info is abundant, curation is
           about selling”                      difficult. Seek, sense, share.
         • Fill the funnel                   • Qualify like crazy
         • Solve the problem                 • Identify the problem, then solve
         • The recession is causing a        • Track and evaluate
           lack of sales


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Why am I here? Why are you here?

          • New role of sales in the corporate world

          • You and your organization are the base
          • The ask is the apex

          • If you are at the fundraising pinnacle, you can be excused



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Building the Base
You & Your Organization
Your role
You have full control over this
The evolution of sales
          • Balance of power
          • Now it’s about moving people
          • Segmentation is over…elasticity is in. You cannot
            do one thing, you must do many and that involves
            a lot of moving.
          • In traditional sales, the Internet was the great
            equalizer…it’s not just for astronaut sloth and
            grumpy cat


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The evolution of sales
          • “The balance has shifted. If you’re the buyer and you’ve got
            just as much information as the seller, along with the means
            to talk back, you’re no longer the only one who needs to be
            on notice. In a world of information parity, the new guiding
            principle is caveat venditor—seller beware.”


          • Your reluctance to see the new form of sales will be an
            impediment to your success.



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Here’s an experiment
          • Have a post-it-note and pen in front of you.
          • Hold the paper up to your forehead with your NON-dominant
            hand.
          • With your dominant hand, snap your fingers five times as quick
            as you can.
          • Now as quickly as you can, use your dominant hand to draw a
            capital E on your forehead.



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The E test

         • How did you write it?
         • “It’s about stepping outside your own experience and imagining
           the emotions, perceptions, and motivations of others.”
         • In the E test, “high-power participants were almost 3x more
           likely as lower-power participants to draw the self-oriented E.”




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Get out of the building
           • Ask what other organizations are doing to generate funds
           • Ask your friends and neighbors where they donate and why
           • Seek to understand…to demystify the process
           • It will help you:
                 • Find potential new donors
                 • Practice!
                 • Discover new ways to communicate your passion


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
A blockbuster of a deal




      • I did such a good job that they went out of business.


@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The future is now… consultative + perspective

           • What is holding you back from embracing fundraising?
           • Are you visible? If you are absent, who is filling that gap?
           • Which way is your E facing? Reduce your power to sharpen
             perspective.
           • How can you curate content (seek, sense, and share) to help
             potential donors make sense of how they can contribute and
             the difference it makes?



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Your organization
You may have less control over this
Where is the focus of your content?




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
At the center of Vancity’s brand is the concept of ‘balanced prosperity,” a strategy driven by a “triple bottom line” of financial
                                              returns, social returns, and environmental returns. – Jeffry Pilcher of TheFinancialBrand.com




@BankMarketing     www.ihelpbanks.com | @MarkZmarzly                         www.markzmarzly.com
Is your organization utilizing all the new tools?

           • Curating content and reach
             can be scaled




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Is your organization utilizing all the new tools?

           • What about listening?
           • Use Google Alerts for donors, other non-profits, funders, etc.
           • Reach out to engage and ask questions.
           • Cultivate a culture of involvement and education in the lives and
             roles of those around you.




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
How does the organization view the evolving landscape?
          • In just three years, Kickstarter surpassed the U.S. National
            Endowment for the Arts as the largest backer of arts projects
            in the United States.




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Will your organization adapt?
          • “My cause is sufficient to generate results.”
          • “It’s too competitive…we’re fighting for smaller pie.”


          • Opinion doesn’t matter
          • Experience matters a little
          • Both are irrelevant in the face of results



@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The ask: apex
Building on the foundation
Prepping for the face-to-face: asking better questions
          • What does your customer want?
          • What are their felt needs? (what do they say they need)
          • What are their actual needs? (what do they really need)
          • What are their aspirations?
          • What obstacles are in their way?




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Prepping for the face-to-face: asking better questions
          • Generate a list of questions by writing as many as you can.
            Don’t edit…just write.
          • Go through them and label open or closed-ended. Rework
            as needed.
          • Choose the three most important questions. Why did you
            choose them?




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
Prepping for the face-to-face


          • What do you want them to know?
          • What do you want them to feel?
          • What do you want them to do?




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
After the face-to-face
          • Analyze what happened…what went right, what went wrong?
          • What crucial steps led to your success?
                 • Think back to the beginning
          • One of the biggest predictors of success in sales isn’t experience
            or talent…it’s how you analyze and explain your failures.
          • Improving your close rate



@BankMarketing    www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The true apex for any ask is this:
          • If the person you’re “selling to” agrees to buy, will his
            or her life improve?
          • When your interaction is over, will the world be a
            better place than when you began?


          • If yes, you owe it to yourself and the world
            to make these types of ask a priority!

@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
The true apex for any ask is this:
          • If no…




@BankMarketing   www.ihelpbanks.com | @MarkZmarzly   www.markzmarzly.com
www.linkedin.com/in/markzmarzly
                 @MarkZmarzly
          m_zmarzly@yahoo.com

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How non-profits can improve their fundraising

  • 1. Let’s Make Sausage Making the Ask is Not Like Making Sausage: You Need to Know What Goes in There - Mark Zmarzly
  • 2. Who am I? • Mark Zmarzly (Za-mars-zlee) • BA & MA in English (Creative Writing) • Got into Bank Consulting/Sales in 2005…not as sexy as it sounds • Have sold & serviced clients ranging from 1 branch to 1,700 • Other things I have sold: Tacos, video rentals, office equipment/supplies, my mom’s jewelry, beer, literacy, and the secret recipe to green slime. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 3. Selling green slime • I learned quickly how management can kill motivation. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 4. What do you think of the corporate world & sales? • 1: Sales is the most important part of the corporate world…nothing happens until someone sells something! • 2: It’s important just like service, good product, etc. • 3: Indifferent/No opinion. • 4: It’s the equivalent of cleaning toilets: necessary perhaps, but unpleasant and a bit unclean. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 5. What do you think of fundraising? • 1: Fundraising is the most important part of my organization…if we neglect this, we cannot serve! • 2: It’s important just like our service, good product, etc. • 3: Indifferent/No opinion. • 4: It’s the equivalent of cleaning toilets: necessary perhaps, but unpleasant and a bit unclean. • 5: I just wet myself (metaphorically of course) when you asked this question. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 6. http://jennifermccrea.com/2010/03/fundraising-selling-5/ From the Internet: “Fundraising is not selling” “Fundraising is a practice, a craft, characterized at its best by creativity, collaboration and a deep, human connection. It is about enabling people to discover what is important in their lives, and it is much more about transformation than it is about transactions. We miss something very important when we are focused on selling people. Selling implies that money is the most important part of the relationship. When money is at the center of the relationship, it distracts us from our mission. When we remove this buyer/seller dynamic, we move away from dependence and a relationship that favors one side over the other. It moves into a place of effortless flowing, growth and discovery, sharing, trust and co-creation. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 7. http://jennifermccrea.com/2010/03/fundraising-selling-5/ From the Internet: “Fundraising is not selling” “Fundraising is a practice, a craft, characterized at its best by creativity, collaboration and a deep, human connection. It is about enabling people to discover what is Asking for money in any form does not important in their lives, and it is much more about transformation than it is about transactions. take delicate genius…but if selling people. Selling it We miss something very important when we are focused on you think implies that money is the most important part of the afraid. does, the relationship, italways be relationship. When money is at you will distracts us from our mission. the center of When we remove this buyer/seller dynamic, we move away from dependence and a relationship that favors one side over the other. It moves into a place of effortless flowing, growth and discovery, sharing, trust and co-creation. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 8. http://www.huffingtonpost.com/richard-dare/nonprofit-funding_b_1471726.html “The 2012 State of the Nonprofit Sector Survey found 85% of all nonprofits experienced an increase in demand for their services in 2011 (and 88% expected to experience an increase in demand again in 2012) but 57% of all nonprofits have barely enough cash on hand to last them three months or less.” @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 9. http://www.huffingtonpost.com/richard-dare/nonprofit-funding_b_1471726.html Who watched Dan Pallotta’s TED talk? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 11. Crafting a new way What I was told: What I sought & discovered: • “You have a lot to learn • Info is abundant, curation is about selling” difficult. Seek, sense, share. • Fill the funnel • Qualify like crazy • Solve the problem • Identify the problem, then solve • The recession is causing a • Track and evaluate lack of sales @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 12. Why am I here? Why are you here? • New role of sales in the corporate world • You and your organization are the base • The ask is the apex • If you are at the fundraising pinnacle, you can be excused @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 13. Building the Base You & Your Organization
  • 14. Your role You have full control over this
  • 15. The evolution of sales • Balance of power • Now it’s about moving people • Segmentation is over…elasticity is in. You cannot do one thing, you must do many and that involves a lot of moving. • In traditional sales, the Internet was the great equalizer…it’s not just for astronaut sloth and grumpy cat @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 16. The evolution of sales • “The balance has shifted. If you’re the buyer and you’ve got just as much information as the seller, along with the means to talk back, you’re no longer the only one who needs to be on notice. In a world of information parity, the new guiding principle is caveat venditor—seller beware.” • Your reluctance to see the new form of sales will be an impediment to your success. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 17. Here’s an experiment • Have a post-it-note and pen in front of you. • Hold the paper up to your forehead with your NON-dominant hand. • With your dominant hand, snap your fingers five times as quick as you can. • Now as quickly as you can, use your dominant hand to draw a capital E on your forehead. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 18. The E test • How did you write it? • “It’s about stepping outside your own experience and imagining the emotions, perceptions, and motivations of others.” • In the E test, “high-power participants were almost 3x more likely as lower-power participants to draw the self-oriented E.” @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 19. Get out of the building • Ask what other organizations are doing to generate funds • Ask your friends and neighbors where they donate and why • Seek to understand…to demystify the process • It will help you: • Find potential new donors • Practice! • Discover new ways to communicate your passion @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 20. A blockbuster of a deal • I did such a good job that they went out of business. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 21. The future is now… consultative + perspective • What is holding you back from embracing fundraising? • Are you visible? If you are absent, who is filling that gap? • Which way is your E facing? Reduce your power to sharpen perspective. • How can you curate content (seek, sense, and share) to help potential donors make sense of how they can contribute and the difference it makes? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 22. Your organization You may have less control over this
  • 23. Where is the focus of your content? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 24. At the center of Vancity’s brand is the concept of ‘balanced prosperity,” a strategy driven by a “triple bottom line” of financial returns, social returns, and environmental returns. – Jeffry Pilcher of TheFinancialBrand.com @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 25. Is your organization utilizing all the new tools? • Curating content and reach can be scaled @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 26. Is your organization utilizing all the new tools? • What about listening? • Use Google Alerts for donors, other non-profits, funders, etc. • Reach out to engage and ask questions. • Cultivate a culture of involvement and education in the lives and roles of those around you. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 27. How does the organization view the evolving landscape? • In just three years, Kickstarter surpassed the U.S. National Endowment for the Arts as the largest backer of arts projects in the United States. @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 28. Will your organization adapt? • “My cause is sufficient to generate results.” • “It’s too competitive…we’re fighting for smaller pie.” • Opinion doesn’t matter • Experience matters a little • Both are irrelevant in the face of results @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 29. The ask: apex Building on the foundation
  • 30. Prepping for the face-to-face: asking better questions • What does your customer want? • What are their felt needs? (what do they say they need) • What are their actual needs? (what do they really need) • What are their aspirations? • What obstacles are in their way? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 31. Prepping for the face-to-face: asking better questions • Generate a list of questions by writing as many as you can. Don’t edit…just write. • Go through them and label open or closed-ended. Rework as needed. • Choose the three most important questions. Why did you choose them? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 32. Prepping for the face-to-face • What do you want them to know? • What do you want them to feel? • What do you want them to do? @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 33. After the face-to-face • Analyze what happened…what went right, what went wrong? • What crucial steps led to your success? • Think back to the beginning • One of the biggest predictors of success in sales isn’t experience or talent…it’s how you analyze and explain your failures. • Improving your close rate @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 34. The true apex for any ask is this: • If the person you’re “selling to” agrees to buy, will his or her life improve? • When your interaction is over, will the world be a better place than when you began? • If yes, you owe it to yourself and the world to make these types of ask a priority! @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 35. The true apex for any ask is this: • If no… @BankMarketing www.ihelpbanks.com | @MarkZmarzly www.markzmarzly.com
  • 36. www.linkedin.com/in/markzmarzly @MarkZmarzly m_zmarzly@yahoo.com