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Pugliano: Sending letters is the first step his step his credit-reporting agency takes among bankers and brokers.

Opening the door with the 'circle of leverage'

By BERNADETTE STARZEE

ou get a letter from a vendor who says he can save your company money. You're told your boss got the same letter (and she knows you got one). So what do you do when the vendor calls asking for a meeting? What do you do?
       "If a lower-level manager hears that the letter was also sent to his boss, he might think, 'I have to jump on this.' It creates a little panic," said Lorenzo Pugliano, president

and chief operating officer of Platinum Credit Services Inc. in Wantagh. "Another possible scenario," he says, "is that a company head may say to an underling, 'Hey, this person says he can save us money. Have you contacted him to find out about it?' "
       What you should realize is that such letters often are part of the kind of "circle of leverage" system, says Michael Boylan, the Minn eapolis motivational consultant and author. It works for Long Island's Pulgiano. Sending COL letters is the first step his credit-reporting

agency takes when it's looking to land new accounts among mortgage bankers and brokers.
Pugliano's secrets:
       CONTACTS. "For a large organization with multiple levels, we send letters to five people," he says.
       (Maybe less for smaller companies). "The letter accomplishes a few things. One is name-dropping; we mention some big customers in the area and how we have helped them. Second, we tell the recipient what we can do for his company."
Leverage: Mailing letters that pay off

The letter mentions that other key mem-
bers of the organization are being contacted, as well.
       FOLLOW-UP. About three days later, a PCS salesperson follows up with a phone call to one contact, reiterating what was in the letter and mentioning who else in the organization was contacted. A meet ing would explain how PCS can help the company lower costs or speed up tech processes.
       MEETINGS. If you're good with follow-up you should get three meetings from 20 companies.
       (Warning: "Don't assign more than two or three companies a week per salesperson, or they won't be able to do the follow-up work that is needed.")
       Next step: A meeting to demon strate your service for people who actually will be working with it. Finally, a meeting with the deci sions-makers to talk bottom-line about how you'll save them money, etc. "If a company allows you to do all that, they're somewhat inter ested, and I would say the deal closes about 90 percent of the have shown a company how your product can help them, it's easier to close a deal."
       SEEDING. The process can be

quick, or it can take a year or more. PCS sales reps stay in touch with potential customers, often sending them informative e-mails about the industry. "We become a resource for information," Pugliano says. "Maybe a year after the initial con tact, the company they're working with will mess up, and they'll think of the one person who has been in their face the whole year."
       James Tinnelly, president of JT Financial Services of Syosset and Southold, takes a similar approach, minus the phone calls. Tinnelly sends out what he calls "TinnBits," short, easily digestible articles on topics such as why women need a retirement plan. Sometimes, the company invites targeted recipients to an informa tive seminar, perhaps at their employer 's site. "I 'drip' on people, sending them informational pieces over time. People are wary of investing. They need to be familiar and comfortable with the person long before they do business with him or her."
       It's been reported that it takes most people as much as a year after they've discussed it with a professional to make an invest ment. "So, the professional has to build the trust and add value while

that gestation period is under way," Tinnelly feels.
       So-called "drip marketing" numerous letters to the same folks, often followed by phone calls - can be "a double-edged sword," warns Rich Isaac, president of Sandler Sales Institute, a Hauppauge management training and sales consulting firm. "The good news is, if they're more famil iar with you and they have some level of interest, they may be receptive to your call, or they may call you," he said. "The downside is, when you do call, it's as if you have prepared them to object to your call. I had one client who was told, 'How many letters are you going to send? You sent me six. I would have called you if I were interested.'"
       If you do send letters, Isaac urges, focus on the recipient: "Instead of telling someone that your seminar is great, say, 'We can help companies who are struggling to get their people in front of enough clients or to maintain an effective sales force.'"
       "It's more effective to focus on their key issues." Otherwise it's like sending someone a birthday card and just talking about how old you are.






Lorenzo Pugliano
2175 Wantagh Ave. Suite 106
Wantagh, NY 11793
(516) 783-9000
www.platinumcreditservices.com