Peeling the Onion: Handling the marketing role myself by means of Option Solving!

In my last blog, I shared how a brokerage client felt he was suffering because, the two marketing people at his new firm were not acting quickly enough with insurance carriers, to feed his clients with competitive quotes so that he could retain their business. This was naturally hurting his income potential. We went through an initial round of option solving to figure out his best primary approach – see blog for April 12th. Overnight, with some emotional distancing, he decided to opt for option B: Get real close to 2 current mktg people to win their active support.

Now that he was familiar with option solving, we were able to dive right into figuring out an appropriate question, which turned out to be : “What is my best option for getting closer to the two current marketing people, considering the current marketing team is self-absorbed and showing limited urgency, I’m still new to the firm, resources are limited right now, I’m losing business, and there could be a good future for me at this firm?” He again decided to keep all his considerations in place, rather than just go for 50% of them..

With his question in place, he started working on two Ying and Yang “bookends.” These spelt out the two more extreme options to give his forthcoming plausible options some sort of framework. They would also firmly nudge his intuitive juices to come-up with a good range of worthy options. . In our latest example, you will see his new two were: “Leave them to their own devices and hope for the best,” and at the other end, “Ask for one of them to be specifically assigned to me.” He also gave indications, in our example, as to why these wouldn’t be viable.

Once these were ready, to keep probing his experience base, he could now figure out his most workable options. He eventually dug-out five, where one was: “Request for daily updates with Ken involved.”…option C. You are able to see his other choices in our Latest Example. What would you do in his circumstances?

He informed me that he made his choice later that afternoon, along with an immediate action plan. He had now started to peel the onion and could go to further iteration, to hone down to a complete strategy, if he so desired. He felt that wasn’t necessary and that his choice was now working rather well.

Please refer to our Latest Example to view his overall picture for a solution.
If you have an example of your own, please share it with this blogger, through the COMMENTS area.
Thanks Option Solving. (NOTE: Next posting in 2 weeks: “Using Option Solving to decide on ‘Options for handling an executive feud?’” We’re always interested in your COMMENTS or go to peter to connect with the blogger.)


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