PC Connection’s makeover… not making it with me

Email from PC Connection Express
Email from PC Connection Express

I’ve spent many a dollar over the years with PC Connection so when I got an email today offering great prices on an Adobe Creative Suite upgrade from “PC Connection Express” I was curious. Is this somebody hijacking the brand? If not, how can I take advantage of the savings… upgrades “starting at $289” for a product with a retail well over $1000?

Where's the offer? Where's the price?
Where's the offer? Where's the price?

Wanting to know more, I clicked through from the email and there is no ordering information at all, just a bunch of corporate info on Creative Suite. I did get a pop-up inviting me to chat but I declined, thinking that would be a roundabout way to get basic information that should be right here on the page.

Why should I have to choose? You do it for me.
Why should I have to choose? You do it for me.

Then, checking out the brandjacking possibility, I googled PC Connection and got this screen. Turns out they have rebranded themselves and now I have to choose which PC connection I go to. Why is this a good idea, making the customer do the work?

Sad thing is, I probably do want to buy this upgrade. I just purchased a new laptop from these guys within the past 90 days with no problem. Hope their fulfillment is in better shape than their marketing department.

How to present your creative work

Once upon a time, copywriters and creative directors would present their work in person. I know that concept sounds quaint, but it provided an element of control and stage management which is impossible when you simply click “send” in your Outlook. Here’s how to get it back.

1. Insist on a live meeting to “discuss” your work when it is ready for client review. Nowadays this will be via conference call, very occasionally with a visual hookup. Send over the files beforehand—to avoid technical problems from slow downloads and spam filters—but ask reviewers not to open them till the meeting.

2. In your live meeting, start by recapping the creative assignment. Often you will simply repeat elements of the creative brief which is fine because nobody but you has looked at it in some time. This sets the stage and lets people know they are about to see a product they have already “approved” because it is what they asked for.

3. Tell them what they’re going to see. Rough heads? Concept copy? Thumbnails? You can go as deep or as shallow as you like but the key thing is that everybody needs to understand what they are looking at, and what is not yet available because you haven’t created it.

4. Present the work. Presumably you have at least 3 concepts. NEVER lead with your best concept because some folks are still getting up to speed or are distracted. If one of the concepts is considerably worse than the others (maybe because it’s what the client asked for) don’t lead with that either. So inevitably the first concept is the middle-of-the-road option. After that I would gauge the reaction. If they’re really with you present your best idea next. If they are still getting up to speed present your worst now so it can be rejected. This sounds like a complicated formula but when you’re in the moment it is almost automatic.

5. Ask for feedback–but keep it brief and controlled. Get a couple of comments—it doesn’t really matter if they are minor or major—and answer them in such a level of detail that the client believes you really have thought through every possibility (you have, right?) and to keep on drilling you will keep everybody here all night.

6. Close out the meeting by describing a process by which reviewers will now go off and consider the material according to the schedule and the creative brief. If you’ve properly laid the groundwork, nobody will feel like they are entitled to come up with big objections or wild what-ifs at this point. They had plenty of chance to respond at the meeting, and to raise objections after the fact makes them look bad in front of their peers. (Of course, sometimes the “main” client doesn’t show up for the meeting and plans to answer after the fact; if this is the case with your meeting you have the choice of rescheduling the meeting [and probably getting a second no-show] or keeping your fingers crossed and hoping for the best.)

7. Go in the bathroom and throw up. Just kidding! But one of my early agency employers actually did this after every client review. I think he was insecure as to whether the work truly was any good and presented on adrenalin (and probably other mood enhancers) which ultimately did him in. If you do a good job to begin with, and know your stuff, you will experience a sense of accomplishment, not nausea.

8 secrets I wish I had known before I started freelancing

(Actually I did know some of these because I had spent time as an advertising “suit”, which required me to apologize way too often for tardy or sloppy creative.)

1. Be on time. Advertising is a business. If you are late on a deadline, it impacts other people throughout your client’s marketing operation and may cost a lot of money. Don’t do it. Exception: sometimes  being late is unavoidable. Maybe you have a personal emergency, or maybe the project turns out more complicated than you expected. Talk to the client as early as possible and see if you can get an extension. Make this the very rare exception rather than the rule.

2. Follow the brief or other instructions unless you have raised a question at the startup meeting and gotten very clear approval to go in a different direction. The creative brief, as I’ve mentioned elsewhere, is a contract between you and the account team. Violate it at your peril.

3. Cultivate a reputation for reliability. Do what you say you will do. Show up at meetings on time, be organized, don’t keep calling the client because you forgot to ask about something you need for your research.

TIP: if you achieve the above three things you will stand out in the client’s mind as a better choice than 95% of other creative practitioners, including people who are more talented than you but can’t escape the label of “flaky creatives”.

4. Understand how freelancers get paid. Be aware that some clients pay so fast it takes your breath away (these will become your favorites… why can’t others learn how big a difference it makes?) and others will intentionally pay you late as part of their cash management. Over time you will develop an instinct for which is which. If somebody is deliberately slow-pay your options are building in extra fees to compensate for the aggravation, finding another client, or simply living with it.

5. Remember you’re a copywriter, not a lawyer or accountant or collection agency. Don’t insist on elaborate contracts, penalties for late payment and similar practices of big companies because you can’t afford to hire real professionals to enforce these practices without raising your rates, plus your clients will just get irritated and go elsewhere. The best way to insure you won’t get screwed, or sued, is to deliver quality work that makes people value you as a business partner.

6. Bill as soon as you can, and certainly as soon as the project is done. Clients tend to pay faster when the project still has a warm glow in their hearts. Plus if a client is going to stiff you or slow-pay, the sooner you know about it the better. Note: In over 20 years of freelance I have encountered only a couple of real crooks. If you choose quality clients and deliver quality work, I predict your experience will be similar.

7. Be sensitive to potential competitive conflicts. Never work for two direct competitors at the same time because it’s a clear conflict of interest; you are trying to take business away from yourself. Never, ever go directly to an agency client’s customers asking for work, even if those customers approach you to do so. The agency will be enraged, may sue you, and at best your reputation for loyalty and integrity will suffer.

8. Never ever lie. Not about your experience, not about your research, and especially not about the originality of your work. Marketing is a surprisingly small world, and getting more so with the network effect of the internet. I once had a freelancer present to me a package I had written as part of his own portfolio. Needless to say, he did not get work from me.

We’re in the middle of a series of posts in which I cover the business aspects of copywriting as I teach them in my class for the Direct Marketing Association.

How to make a living as a copywriter

In the early days of the class I teach for the DMA, many students had their tuition paid by their employers. More recently, most are paying their own way and are specifically interested in how they can make a living as a copywriter. I describe three pathways with which I have some personal experience:

Work for an agency. This is the glamorous choice, especially when you’re looking in from the outside. Who wouldn’t want to be part of a team working on an edgy campaign that turns a new product into a household name with the help of a massive creative budget? Problem is, you have to be pretty senior and pretty well connected to have a meaningful role in the big work. If you’re new to the business you can expect to start at the bottom, work as a proofreader or copy editor first, put in long hours and not make very much money until you prove yourself.

But there are lots of personal perks to working with a major agency, which I’ve done at various times both as a contract worker and in my occasional forays into a salaried position. A good agency truly is the big time in terms of complexity and challenge of projects, and creative is genuinely respected—as opposed to just getting the job done or making the client happy. If you’re lucky you’ll learn from the best pros and if you’re good you can go far. Don’t expect job security, though…. your position is only as safe as the account roster.

Work inhouse on the client side. Many companies have a marketing communications department inhouse which is responsible for turning out marketing materials and possibly working as the liaison to an outside agency, and many big companies will have a copywriter on staff. One benefit of working inhouse is that you get to know your product or service deeply, in a way that an outside agency never could. And you may work with many different types of media—print, collateral, broadcast, digital as well as less exciting internal communications.

The drawback is the same as the benefit: you’ll be pigeonholed into your product category and it may be difficult to escape that if you want to go elsewhere. And, you may get bored eventually. But if you’re looking for job security an inhouse job is probably your best choice.

Be a freelancer. This is the only work I personally am suited for, since I get bored working on the same product for long periods of time without a break and I don’t seem to be good at being an employee. Fortunately, I’ve been able to make a living as a freelancer.

Getting started as a freelancer will almost certainly entail some financial sacrifice compared to working for agencies or inhouse, since it takes a while to build up client relationships. On the other hand, if you don’t get a great job offer right away (and you probably won’t) you may have no choice. And you may be able to get tryouts, either as a vacation fill-in or to handle overloads, while you are waiting for that perfect full time job to materialize.

Because you are a business owner as well as a creative practitioner, the financial considerations for being freelance are unforgiving. You have to be a self-starter and you have to be able to make yourself sit at the keyboard when it is beautiful outside and everybody else is going to the beach or the mountains. You also have to be able to handle cash flow irregularities, and keep left and right brains separate so you don’t get mad at a client that owes you money and compromise the quality of your work.

If you can put up with all that, the benefit of being a freelancer is that you have more variety in your assignments and to a degree you can pick what you work on and whom you work with. You can set your own schedule which doesn’t mean you avoid long hours but does allow you to choose when those hours are spent. And, once you build up a stable of clients who like you, the financial security is not bad. A recession causes all companies to cut marketing budgets and you’ll be the first to hear about it, but hopefully you are disciplined to put aside a good chunk of your proceeds for this inevitable rainy day.

How to build your copywriting “book”

The “book” is your portfolio of completed copywriting assignments, presented with a narrative from you about what the objective was for each project, how you approached it as a creative problem, and how the result performed in the marketplace. It’s hard to get copy assignments without showing a nice fat book… but without the assignments, where do the components of the book come from? Here are a few ideas to break the logjam:

1. Seek out “meat and potatoes” assignments as a vacation fill-in or rewrite person for a good agency, to learn the basics and prove yourself. You’re not trying to win awards here, just demonstrate you know the nuts and bolts and can follow creative direction intelligently.

2. Do spec (unpaid) work for SELECTED clients. It’s okay to do spec work for an agency, not okay for a small business that will look at it as free creative. (If they didn’t pay for it, they may not value it.)

3. Look for projects that pay very little but will end up as a great sample for your book. A local business or creative boutique marketer may offer these.

4. It’s not a total waste to answer help wanted ads or craigslist posts, but you should treat these mainly as a way to hone your skills writing sales letters. Many ads are placed by HR departments that don’t have the skills to evaluate a copywriter’s ability. In other cases the ad is placed by the creative department, but then they’re overwhelmed with response and have no systematic way to evaluate them.

5. A better idea: target a specific agency, company or even creative director and then create a letter writing campaign aimed at that target specifically. A classic example of this is Lee Clow’s “hire the hairy” campaign that got him a job as creative director of Chiat-Day. (Clow has a beard.)

6. Create a “master piece” like a medieval craftsman: pick a product and then write the best promotion you can to sell it.  Knock yourself out, since no client is going to edit your work and nobody will complain about potential production costs.

7. Do pro bono work for a community group or nonprofit. In addition to a sample for your book, you’ll get points for supporting a worthy cause.

Why you need an “escape hatch” in your user interface

If you have shopped at Ikea, you will notice that periodically you come across an escape hatch. You can stroll through the departments (which is what Ikea would like you to do because random browsing causes you to purchase additional merchandise) but if you get bored you can just duck through one of the little side doorways into a completely different department.

Good software user design includes an escape hatch as well. A good example is the TurboTax desktop product, which gives you an always-accessible choice of “Forms” or “EasyStep” so you can look at your current information in the way that makes most sense for you.

But I’m using TurboTax Online for the first time, and they don’t do that. The ONLY way to navigate is to follow the prompts on the screen, and if the prompts don’t work and you ask for help then Intuit twists itself into contortions trying to answer your question. (I’m talking about the in-program help, not the too-broad User Community sidebar.)

So, I want to import the return created with TurboTax Desktop 2009. I find a help screen with instructions which I’ll paste below (and cut out some info that is not pertinent):

Transfer Last Year’s Tax Info from Desktop to Online
Updated: 11/29/2010 Article ID: GEN12156
Below is the procedure for transferring (or uploading) a tax return created in 2009 TurboTax Desktop software to TurboTax Online 2010.
Follow these steps to transfer:
1. Sign in to TurboTax Online (or click the Create an Account or Try It First buttons).
2. Once you’re in TurboTax Online, click the Home tab and then select the first link in the lower half of the screen, titled Transfer last year’s TurboTax return from your computer.*
3. On the Transfer Last Year’s TurboTax Return screen, click Browse, and then select your 2009 tax data file. (Find last year’s tax file on Windows or Macintosh)
4. Click Transfer Return.
5. Once you see the message Transfer Complete, click Continue to start your 2010 return.

I assume you didn’t read all that, but I had to. I started from the top and followed the instructions to clear my 2010 return that I had started by accident. I looked for the link which they told me very clearly would be “Transfer last year’s return from your computer” but I saw no such link; instead I saw “we can help you transfer last year’s computer return from your computer”. Clicking that just resets the page I just reset, taking me nowhere.

Finally I notice the asterisk, and track down to the footnote at the bottom. It tells me:

* If you don’t see the Transfer last year’s TurboTax return link, it’s because you:
• Previously entered information in your 2010 TurboTax Online return; or
• Already transferred your 2009 data, either by uploading last year’s tax data file or by signing in with your 2009 TurboTax Online login.
Unless you signed in using your 2009 TurboTax Online login, you can click the Clear your 2010 return and start over link on the Home tab, and then resume at Step 2 above. Clearing your return removes all tax data from your return, so make sure you really want to do this.
However, if you signed in using your 2009 login, clearing your return automatically re-transfers your 2009 online data, making it impossible to transfer your desktop tax file. The only solution in this case is to create a new account in TurboTax Online 2010 so you can start with a clear return. [underlining mine.]

Again, I assume you didn’t read that so here is what is going on. IF you created a login last year, THEN you can’t transfer in a desktop return because TurboTax assumes you already have a return online. But I don’t because I created the return with their desktop product, then created a login for e-filing. It’s a Catch-22 which Intuit recognizes, hence their outrageous solution that I have to forget my old username and password and start anew.

This should never have seen the light of day. Whereas most companies urge you to set up an account and save your user name for a better experience, Intuit tells me the only option to get out of this problem is to forget I have a user name and start over with a brand new account. Boo, hiss. That’s what the lack of an escape hatch will do to you.