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Welcome
 Opening C-Suite Doors:
A Dozen Tips in 45 Minutes
Agenda
Dashboard
Speakers
About DCI
Q&A
Speakers
           Andy Levine
           President / Chief Creative Officer
           Development Counsellors International




           Katrina DeBor
           Director, Prospect Development / Qualification Division
           Development Counsellors International
• Work with 400+ cities, regions, states and
  countries since 1960
• Staff of 45 professionals in New York City,
  Denver, Los Angeles and Toronto
• Prospect Development/Qualification (PDQ)
  Division focused on bringing our client
  communities “face-to-face” with potential
  investors
Tip #1

Objectively know your
community’s strengths and
weaknesses
Community Examples
• Brownsville, TX: Manufacturing, logistics,
  strategic location

• Puerto Rico: Life Sciences powerhouse

• Louisville, KY: UPS hub, unique logistics
  capabilities
Tip #2

Engage a predictive model
(the rifle is more effective
than the shotgun)
Finding the Needle in the Haystack…

                Focus on Predictive Factors:
                •Revenue increase
                •Executive change
                •Major contract win
                •New product
                announcement
                •Mergers/acquisitions
                •Change in regulatory
                environment
Run the Predictive Model on
       Your Own Companies

• Spot Growth     • Identify
  Opportunities     Consolidation
                    Threats
Tip #3

Turn to the world’s most
underutilized technological
tool: The Telephone
Advantages of the telephone as a
lead generation tool…
                • Permits dialogue
                • An entry point to
                  relationship building
                • Efficient and cost-
                  effective
Tip #4

Know the target executive,
the company and the
industry (before you pick
up the phone)
Objective:

Province aims to attract more logistics/distribution projects

• Key tactics:

   –   Precise company identification
   –   Track business growth
   –   Identify themes
   –   CEO research
   –   Craft proposition

• Result:
   – ED team uncovers active project; province shortlisted
Tip #5

Start at the top (power
  travels downward)
In Search of VITO
(or “Very Important Top Officer”)…

                “VITO has the ultimate
                YES power and the
                power to veto the
                decisions of others.”
But Beware of “Seymour”

Individuals who always want to “see
more” data, presentations and
truckloads of information.

“They are not movers and shakers
within the organization. And they
typically have very limited authority.”
Tip #6

Woo the gate keeper
Case History 1
Getting to Know Lisa

                       • Establish rapport

                       • Ask informative
                         questions

                       • Utilize Lisa’s knowledge

                       • Consistent follow up
Tip #7

The power of intelligent
persistence
Patience is a virtue…
Tip #8

First impressions are
   everything
Understanding the “Seven Second
Rule”…
 “Seven seconds is the average
 length of time you have to make
 an impression. And everyone
 knows that you won’t get a
 second opportunity. “
                           – Lydia Ramsey
            Seven Seconds to Sink or Swim
Tips on making a first impression…

                 • Eliminate distractions
                 • Be ready with the
                   correct pronunciation
                 • Exude confidence
                   “Mr. Smith, it’s an
                   honor to speak with
                   you.”
Tip #9

Listen…listen…listen
The Power of Listening…

                • Lessons from Ted
                  Koppel
                • Better understanding
                  of the prospect and the
                  company
                • Opportunity to
                  highlight tangible
                  benefits offered by
                  your community
Tip #10

When interest is uncovered,
ask for the face-to-face
meeting
Pursue the Meeting…

          “If you don't ask, you don't get.”
                           -Gandhi
Tip #11

Follow-up to any
information request
immediately with
factual information
Speed Reinforces a Positive
Impression…
                 • An accurate and timely
                   response demonstrates
                   “this is someone I can
                   count on”
                 • Make it easy – answer
                   the question directly
                   (rather than sending
                   the prospect to an
                   attachment or website)
And finally…
Tip #12
Ignore steps 1-11; Outsource
the lead generation work to
an experienced partner (like
DCI’s PDQ Division)
Summing It Up
1. Objectively know your        7. The power of intelligent
   community’s strengths           persistence
   and weaknesses               8. First impressions are
2. Engage a predictive model       everything
3. Turn to the world’s most     9. Listen…listen…listen
   underutilized tool: The      10. When interest is
   Telephone                       uncovered, ask for the
4. Know the target executive,      meeting
   company and industry         11. Follow-up immediately
5. Always start at the top         with factual information
6. Woo & connect with the       12. Ignore steps 1-11;
   gate keeper                     Outsource the lead
                                   generation work
Q&A
Please send your questions via the Chat or
Question widget on your dashboard.
Stay in Touch
         Andy Levine
         President / Chief Creative Officer
         Development Counsellors International
         andy.levine@aboutdci.com
         212/725-0707 x-107



         Katrina DeBor
         Director, Prospect Development / Qualification Division
         Development Counsellors International
         katrina.debor@aboutdci.com
         212/725-0707 x-157
         www.aboutdci.com

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Opening C Suite Doors - A Dozen Investment Attraction Tips in 45 Minutes

  • 1. Welcome Opening C-Suite Doors: A Dozen Tips in 45 Minutes
  • 3. Speakers Andy Levine President / Chief Creative Officer Development Counsellors International Katrina DeBor Director, Prospect Development / Qualification Division Development Counsellors International
  • 4. • Work with 400+ cities, regions, states and countries since 1960 • Staff of 45 professionals in New York City, Denver, Los Angeles and Toronto • Prospect Development/Qualification (PDQ) Division focused on bringing our client communities “face-to-face” with potential investors
  • 5. Tip #1 Objectively know your community’s strengths and weaknesses
  • 6. Community Examples • Brownsville, TX: Manufacturing, logistics, strategic location • Puerto Rico: Life Sciences powerhouse • Louisville, KY: UPS hub, unique logistics capabilities
  • 7. Tip #2 Engage a predictive model (the rifle is more effective than the shotgun)
  • 8. Finding the Needle in the Haystack… Focus on Predictive Factors: •Revenue increase •Executive change •Major contract win •New product announcement •Mergers/acquisitions •Change in regulatory environment
  • 9. Run the Predictive Model on Your Own Companies • Spot Growth • Identify Opportunities Consolidation Threats
  • 10. Tip #3 Turn to the world’s most underutilized technological tool: The Telephone
  • 11. Advantages of the telephone as a lead generation tool… • Permits dialogue • An entry point to relationship building • Efficient and cost- effective
  • 12. Tip #4 Know the target executive, the company and the industry (before you pick up the phone)
  • 13. Objective: Province aims to attract more logistics/distribution projects • Key tactics: – Precise company identification – Track business growth – Identify themes – CEO research – Craft proposition • Result: – ED team uncovers active project; province shortlisted
  • 14. Tip #5 Start at the top (power travels downward)
  • 15. In Search of VITO (or “Very Important Top Officer”)… “VITO has the ultimate YES power and the power to veto the decisions of others.”
  • 16. But Beware of “Seymour” Individuals who always want to “see more” data, presentations and truckloads of information. “They are not movers and shakers within the organization. And they typically have very limited authority.”
  • 17. Tip #6 Woo the gate keeper
  • 18. Case History 1 Getting to Know Lisa • Establish rapport • Ask informative questions • Utilize Lisa’s knowledge • Consistent follow up
  • 19. Tip #7 The power of intelligent persistence
  • 20. Patience is a virtue…
  • 21. Tip #8 First impressions are everything
  • 22. Understanding the “Seven Second Rule”… “Seven seconds is the average length of time you have to make an impression. And everyone knows that you won’t get a second opportunity. “ – Lydia Ramsey Seven Seconds to Sink or Swim
  • 23. Tips on making a first impression… • Eliminate distractions • Be ready with the correct pronunciation • Exude confidence “Mr. Smith, it’s an honor to speak with you.”
  • 25. The Power of Listening… • Lessons from Ted Koppel • Better understanding of the prospect and the company • Opportunity to highlight tangible benefits offered by your community
  • 26. Tip #10 When interest is uncovered, ask for the face-to-face meeting
  • 27. Pursue the Meeting… “If you don't ask, you don't get.” -Gandhi
  • 28. Tip #11 Follow-up to any information request immediately with factual information
  • 29. Speed Reinforces a Positive Impression… • An accurate and timely response demonstrates “this is someone I can count on” • Make it easy – answer the question directly (rather than sending the prospect to an attachment or website)
  • 31. Tip #12 Ignore steps 1-11; Outsource the lead generation work to an experienced partner (like DCI’s PDQ Division)
  • 32. Summing It Up 1. Objectively know your 7. The power of intelligent community’s strengths persistence and weaknesses 8. First impressions are 2. Engage a predictive model everything 3. Turn to the world’s most 9. Listen…listen…listen underutilized tool: The 10. When interest is Telephone uncovered, ask for the 4. Know the target executive, meeting company and industry 11. Follow-up immediately 5. Always start at the top with factual information 6. Woo & connect with the 12. Ignore steps 1-11; gate keeper Outsource the lead generation work
  • 33. Q&A Please send your questions via the Chat or Question widget on your dashboard.
  • 34. Stay in Touch Andy Levine President / Chief Creative Officer Development Counsellors International andy.levine@aboutdci.com 212/725-0707 x-107 Katrina DeBor Director, Prospect Development / Qualification Division Development Counsellors International katrina.debor@aboutdci.com 212/725-0707 x-157 www.aboutdci.com