Prospecting on Purpose

In this episode of Prospecting on Purpose, Brad Englert, author of Spheres of Influence: How to Create and Nurture Authentic Business Relationships, dives deep into why mastering your Spheres of Influence is a critical skill for long-term success. With over 40 years of leadership and technology experience, Brad shares how intentionally building professional relationships within both internal and external Spheres of Influence can transform your career growth and business impact.

Brad reveals proven strategies to strengthen your Spheres of Influence, including understanding goals, setting clear expectations, and genuinely caring about others' success. Discover how to create authentic, lasting connections with key stakeholders and turn business relationships into valuable partnerships.

This episode is packed with insights for sales professionals, entrepreneurs, and leaders seeking to elevate their influence and business success.

🔑 Key Highlights:

  • Why building your Spheres of Influence both internal and external, is essential for professional growth.

  • The three principles for authentic business relationships: understanding goals, setting expectations, and showing genuine care.

  • How to build strategic partnerships with clients, peers, and leadership teams.

  • Actionable steps to manage professional relationships with long-term success in mind.

If you're looking to master the art of relationship-building and expand your Spheres of Influence, this episode offers the tools and strategies you need to thrive in today's business landscape.

#SpheresOfInfluence #BradEnglert #LeadershipDevelopment #RelationshipBuilding #SalesSuccess #ProspectingOnPurpose #BusinessGrowth

Connect with Brad:

🌐 Visit Brad's Website: bradenglert.com

🔗 Connect on LinkedIn: linkedin.com/in/bradenglert

Connect with Sara

https://www.saramurray.com/

YouTube: https://www.youtube.com/@saramurraysales LinkedIn: https://www.linkedin.com/in/saramurraysales/ Instagram: https://www.instagram.com/saramurraysales/

What is Prospecting on Purpose?

Prospecting on Purpose is *the* show to discuss all things prospecting, sales, business, and mindset. As businesses evolve and become more complex, there are HUGE opportunities to cross-pollinate different industries, sales channels, and business practices. This is a place where professionals come together to learn from one another as we prospect for new businesses with creativity, authenticity, and intentionality.

Prospecting on Purpose is a mix of Forbes meets Saturday Night Live with your host, Sara Murray. A heart-centric sales champion who will raise your vibes while increasing your confidence in every part of the sales journey; from marketing and prospecting to asking for the order and creating consistent repeat business.

Join Sara every Monday for a brand new episode as she unpacks contemporary business strategies with world-class thought-leaders and shares her own insights on how to connect with clients, communicate with confidence, and close the deal!

Connect with Sara at:

www.saramurray.com

IG: https://www.instagram.com/saramurraysales/

LinkedIn: https://www.linkedin.com/in/saramurraysales/

and I said okay

give me some advice she goes

get out of the office and let them know you give a damn

and that was the best advice

it wasn't gonna be a question of

if something would go wrong

it's when it goes wrong and how do we work together

and she sent me an email said

my son is applying for a job at the university

could he talk to you

you know I'm officer of the university

sure I'll talk

but it was like

we had not stopped talking to each other in 10 years

get some time on their calendar

and the intentional about what you want to achieve

so when I met with my customers or my peers

I would have an agenda beforehand

I said

here's some things I'd like to talk with you about

do you have anything you wanna talk to me about

and so before you show up

you're already thinking through the topics

rather have them in the tent than outside the tent

throwing rocks at us and some people say

I'm too busy I don't have time for that

you don't have time not to do that

oh I think where we started

which is understand their goals and aspirations

set and manage expectations and genuinely care

and if you do that

in each of your business relationships

you'll be successful

you're listening to prospecting on purpose

where we discuss all things prospecting

sales business and mindset

I'm your host Sara Murray

a sales champion who's here to show you that

you can be a shark in business

and still lead with intentionality and authenticity

tune in each week

as we dive into methods to connect with clients

communicate with confidence and close the deal

Brad Englert is the founder of Brad Englert Advisory

and an author advisor

and technologist

with over 40 years of experience in the private

and public sectors

Brad brings great experience to us on the show today

his recent book which we are going to talk about

years of influence how to create and Nurture

Authentic Business Relationships

offers a practical guide to help emerging

and establish leaders learn and perfect the critical

hard skill of building effective

and lasting professional relationships

which is right on topic

for what we talk about on this show

so Brad I wanna give you a warm welcome to

prospecting on purpose thank you so much

thanks for inviting me

I'm so happy to have you on the show

you know I think that when I went through the book

and I see your content on LinkedIn

it's very aligned with what we talk about on this show

and this is you know

some of my favorite things to talk about

so I'm really excited to dive in

I wanna just jump out the gate with

you know

you position building relationships as a critical

hard skill I think

a lot of people bucket it into the soft skill category

so

talk a little bit about why you call this a hard skill

what makes it a hard skill

and let's just start there

well I did notice

you don't have to be born with the ability to develop

authentic business relationships

and and I believe that you'll be more effective

if you focus intentionally and strategically

on building a number of business relationships

and you'll be more successful if you do that well

I think that is a really nice segway into

the way that your book is structured

because I think that was my biggest take away

as I was reading it is

you talk about strategically creating relationships

with certain types of professional relationships

and your book is structured into internal

and external Spheres of Influence

can you break down those two for us please

sure the internal spirit of influence

are those business relationships

closest to you be your boss

your direct reports

executive leadership and all your staff

and the external spirit of influences

where you have less direct

immediate impact but very important

that would be customers

peers and influencers and strategic Bender partners

well I think

it's kind of interesting that you have the peers

as an external versus an internal

but I understand why it's broken out that way

once you start to think about the strategic webs

that peer may not have a direct influence on your role

but you still influence and work with them in some way

and I really like that

you talk about this concept of influencing to like

what can I ask you

what is the definition of influence in your opinion

well I think it's

being able to understand

what people's goals and aspirations are

because they that's where you start

and almost everyone wants to share that

when I was the boss if my drug report asked

what my goals and aspirations were

I would freely share that same thing with them

sharing with me what their goals and aspirations are

and then second if I can help

it's the ability to set manage expectations

easily said not always done well

and in fact I had to learn how to do that later

later in my career I got much better at it

and then third genuinely care about their success

so whether it's your boss who direct reports

or a customer or a peer

it's how can you help each other be successful

recap that it was

understand the other person's goals and aspirations

yeah setting and managing expectations

yes and genuinely care about their success

that's right let's talk about it

so Chapter 1

starts off with your relationship with your boss

and you had

a couple of different times where you mention that the

it is

your job to establish your relationship with your boss

and I think a lot of people flip that and think

it's the boss's job to establish their relationship

and communicate their expectations

so I really liked that you structured that way

let's walk through those three principles

specific to building a good relationship with your boss

okay well

the first thing is just to ask it seems simple

but some people are scared to ask nervous to ask

but it's welcome to welcome conversation

I had a boss who had sales targets every year

and they got bigger every year well

we would talk about

how can I help the boss meet those targets

and make them successful

and if I didn't ask that question

and know what those targets were

then I'd be flying blind

in sitting and managing expectations

I had this type a partner boss and she

everything was urgent urgent

urgent and she called me one day

it was about 5:00

and I was trying to get out of the office

to have dinner with my wife

and just Brad

I need a white paper only paper

and it's like I literally said whoa

I didn't say no

I didn't say no cause I set her up like a rocket

but I said whoa and I said well

when do you need this white paper

oh let me check my calendar

I meet with the client in two weeks

I thought it was due tomorrow

how many pages should this white paper be

oh three pages

I was thinking 10

do you have an example of a white paper

that I could look at you know

use oh yeah David X

y Z Corporation 10 years ago

well guess what

I went home before I Learned to say whoa

and get a little more time for some mental space and

and thinking I would have stayed up all

I would have called my wife canceled dinner

upsetting her and me I would have stayed up all night

and the next day

delivered a 10 page paper that would upset my boss

cause it didn't meet her expectations

so it's kind of a lose lose lose situation

but I was able to come in the next day give

give the assignment to one of my staff

they had plenty of time

we got it to the boss two days early

haha and it worked well

do you think that by you asking her when she needed it

by like it sounded like it was panic panic

panic and then she paused and looked at her calendar

yeah I think that's kind of a clever tool

to just ask for clarity right

instead of just trying to fill in assumptions

because you think that's what your boss wants right

and

running down the field

when maybe you're not running in the right direction

I think people do that a lot

they're spinning their wheels doing the actions

but not necessarily the right actions

to move the task forward

one of my direct reports at the university

read the manuscript

and she reminded me of the fact that I

would often ask them to slow down

and understand the problem

and of course she's brilliant

you know genius level

she'd zip to the answer right away

it's like don't zip you know

let's really understand what the problems are

and sometimes

problems work themselves out by not doing anything

you know

so let's really understand what the issues are then

what are some other tips that people are listening

that they can use

to really build stronger relationships with their boss

like obviously understanding the goals

setting and managing expectations and communicating

but give us a couple more examples on how we can

help make our bosses lives better

or easier well

the one I mentioned before is very positive

help them achieve their goals

there's also a need to not get them on any list

that would make them look bad

so you know in a big firm

I have staff and I have to do evaluations

and never be late on an evaluation

cause that gets on a report

and then it gets on the boss of this radar

in 22 years not once was I late with the time report

oh why is that

why it's a consulting business

it's driven by hours and expenses

if you don't file that report on time

you get paid and same thing with billing in collection

you have to be on top of all your billing in collection

cause at the firm if you missed a month

they would charge you interest

oh yeah so that doesn't look good

yeah so

and I'm thinking about it from like

a sales perspective

like updating your pipeline because if you know

boss goes in a present

his 10 person or her 10 person team

and pipelines out of whack

or it's you know

bunch of outstanding

opportunities that get you on a list

you don't wanna be on

I think that's a really great like way to frame it

avoid getting them on a list they don't wanna be yeah

that's right so

the other internal Spheres of Influence were

executive decision makers

and I wanna ask you for a tip on that too

because I think when you're in a large organization

or even small organizations

you want visibility to get promoted

so people know who you are

part of your personal brand

and I thought it

was really clever that you included that in

as an example of how to achieve influence

can you talk a little bit about some strategies

for people listening to

build relationships with the executive leadership team

sure great way to prepare

it is to understand the organization's mission

what is the purpose of the organization

understand the vision

where does executive leadership wanna be in 5 years

these are usually on the website

that it's not a mystery so just do your homework

understand what the values of the organization are

and then learn about the culture

you know what it what is valued so at the firm

a big cultural ethos was building the team

building more partners so we make more money

and so you were expected to be a mentee and a mentor

all the way through your career

and value on training so

not a year would go by without you

either teaching a class or taking a class

and three weeks before I was retiring

I was up at our training center in Chicago

200 people from around the globe

I was there with other partners who were teaching good

old fashioned project management

and it was such a joy

cause I had 40 years or 22 years of stories that

that I could share and you know

just but you could not not do that

you could not not be a mentor

you could not not teach and so

you know understand the culture and the values

so when you do interact with the executive leader

you know what where they wanna be in five years

and if you can articulate that

I'm that's just gonna help you get a leg up right

and I feel like it's very similar

when you're building relationships with customers too

absolutely yeah

so maybe the event talk about the external stakeholders

the externals yeah

so I've been on both sides of the desk as a customer

and you know

it struck me in my eight years at the university

how many vendors would show up and not know

anything about us I mean

it's a public university 54,000 students

4,000 faculty 21,000 staff

my organizations mission

vision and values were on the website

but they would show up just

and it didn't do their homework

and it just was underwhelming

and they would treat a trend like a transaction

I had one

vendor who's not a strategic vendor partner

they're just a vendor

and they would show up once a year for their check

their maintenance check

and it was always 10% more than last year

and didn't hear a peep throughout the year

well guess what

we replace that company

but the company that did care had a much better product

much more secure and they cared about us

when we went live and their product

the senior vice president for sales calls me and says

how's it going I mean

that is awesome because this was

you know were a big place and you know

the fact that he took the time to reach out

personally to me and ask

and we had a great relationship

they change our product to work in big

organizations like ours that help them

cause they were able to sell into

the big campuses as well

so it's a mutually beneficial relationship

there's a couple things you said that I wanna

double click on that's

that's my double click on

you know the concept that I love

that you have the experience from being both the seller

and the buyer

because I feel that I'm learning that in my business

too now

I and buying software as I'm

you know hiring different teams

yeah is eye opening to be the client

it's yeah

you really see how I don't want to be dramatic

but the bar is very low for yes

and now and if the boss is doing your homework

and knowing how to build relationships

that's not that difficult to crack

and I so you made the comment about not

about doing your homework

and I think that that's so powerful

I was at a trade show last week

and I'm at a dinner and there's a man next to me

and he's a pretty top level gentleman

at a very large company

like 13 billion dollar company publicly traded

same thing

you can see everything about his company on the website

and he tells me he had the worst meeting of his career

right before the dinner with

oh my gosh with a person

you know with a vendor who's been doing business

them for a while and not a low level person

an executive level person

and the guys asking him all these questions about

everything they could have found on the website

yeah no

that's very frustrating

you're shooting yourself in the foot

you're wasting your meeting time too

that's I it just

it's just unprofessional and are you sure you care

you know that you took the time to actually learn

as much as you could and then think to yourself

how can my company help you

and if not how could someone else help you

sometimes I get asked for help

I'm not the one who could help

but I know someone who can and that pays forward

and that's the relationship skills at 2

shining through right

that you're you're opening to them for my customers

success breed success and an eccenture

80 to 90% of our customers are repeat customers well

why is that because we built that trust

we delivered on what we promised

and people like being successful

and it costs so much more to get into a new customer

than to just grow an existing customer

and there's some metrics out in the industry

it's like 50% more to get a new customer than a

retained customer

and that's where you build these relationships

over decades

I had clients who I worked with years before

very successful well

I get called one day and she sent me an email said

my son is applying for a job at the university

could he talk to you

you know I'm officer of the university sure

I'll talk but it was like

we had not stopped talking to each other in 10 years

but there been 10 years and we just hit it right

hit it right off

and I knew her son when he was 5 years old

why would he want to ask if you know

the worst you could say is I don't have time yeah

there's not a lot of risk there but yeah

from 5 years old to be an attorney

applying for a job and he got the job

that's the wonderful thing

because I knew

attorneys in higher red have associations

that they share all the policies

and the you know

our contract with Google came from

University California Berkeley

we trade we always share all that stuff

I wanna talk about the strategic vendor partners

because that was a really compelling area that I

I think is a wealth of opportunity

if people make it a part of their

you know go to market strategy yeah

before we jump over to that with customers

you talked about doing your homework

you kind of lay out like

a step by step on

how to build relationships with customers

and I liked this because at the top of our interview

you said that you

don't need to be a natural at building relationships

it's a learning skill

so take us through the step by step step

building a relationship with the customer

step one was do your homework

what is step two

step 2 is get some time on their calendar

and the intentional about what you wanna achieve

so when I met with my customers or my peers

I would have an agenda beforehand

and so

here's some things I'd like to talk with you about

do you have anything you wanna talk to me about

and so before you show up

you're already thinking through the topics

and then the discussion would be

what are you trying to achieve

how can I help you get there

and if you don't reach out and ask that

you'll never know so

I had a vice provost who wanted to change

teaching and learning on a very

very large campus and

she wanted to record all the lectures

and have class time be discussion time

well the tools we had to do that were bad actually

the tools was that company that showed up once a year

and you cannot securely connect email to this tool

which is ridiculous and so next for you

chief information officer

so we had a group of faculty and students

evaluate all the products

they picked the product and over two years

my team and her team work together

to roll this transition across the siege campus

and after the product was so good

that there was a natural pole

cause the students hated the clunky old product

they wanted the new one

but if I hadn't got out of my office

and gotten to meet with her

I wouldn't have known that yeah

and she would probably have been frustrated and yeah

try to do it on her own and so

you know that's where it's much more rewarding frankly

to know you're helping yeah

I think that came through in the book too

is this idea of I don't wanna say

I don't wanna say service

but like genuinely caring about their success I mean

that every section

you have to genuinely care about their success

no matter who the other person is

and can you talk a little bit about that

well I had a

a meeting my first week or two at the university

with the professor I'd worked with 15 years earlier

on a statewide network

so been with the university 40 years kind of crusty

and I said okay

give me some advice she goes

get out of the office

and let them know you give a damn

and that was the best advice

because you can get so wrapped up in your work

that you're not getting out there

and so

I made a conscious decision to meet with my peers

across the university about 10

10 people every four to six weeks

like clockwork just put it on the calendar

you know it's nothing magical

just get the agendas out beforehand

and it was very intentional and so public safety

it wasn't gonna be a question of

if something would go wrong

it's when it goes wrong and how do we work together

so I met every four weeks with the public safety

vice president and we talked about what would we do

in certain situations

our teams would get together once a year in practice

a night storm power going out

cyber security attack and believe it

or not one year

the power did go out

we generate our own power

the backup to the utility failed

we're without power well

you we plan for that

during the bomb scare I was out on the mall

didn't have my computer I just had my phone

or standard procedure was when there's a crisis

there's a common conference bridge

everyone gets on it it's hooked to executive leadership

we work that bombscare from the mall wow

so and then things you wanted to state and it's

if you have a working relationship

it's much better well nice

that really speaks to the hard skill of it Brad

you know I have been in technology for a big

majority of my career and I'm not an engineer

I wouldn't say that's my zone of genius

but I always knew who to get on the phone call

like there would be times right

my only contribution to the meeting

was holding up my cell phone

cause I got the 6

people that needed to talk to each other on the phone

cause I need to call

and I had enough relationships to say hey

we're stuck it's urgent

can you give me a ring so

but it's hard to quantify that

and so I think from like a sales environment

it's hard for leaders to really put dollars on

you know the

this connection point

yours is such a great because it's

it's literal public safety

so

it's a

much greater stakes than if you close a deal or not

but I think that it's really helpful to reframe this as

why relationship building is so crucial

and why we have to be intentional about it

and some people say I'm too busy

I don't have time for that

you don't have time not to do that right

issues will rise and

you don't wanna be showing up when they're

all these issues

cause then you're the one bringing issues start

oh my gosh it's true

and there was a

you're asking about strategic vendor partners

those notice I didn't say vendors

you have a lot of vendors

you know spend millions of dollars a year

but there are only a few who are strategic

that I wanna build a relationship with

because if I can

influence their company to help my organization

it's a win win so it's pretty simple

who am I spending the most money with

okay network

you know certain

vendors

and then I would meet quarterly with their sales team

the account manager her boss

purchasing director in his direct report

so all three

cause all three of us have to make this work

and we would just say okay

what are the initiatives for the year

what are some of the new products you have coming

any issues you know

we're big bureaucracy

sometimes we didn't pay our bills quickly

you know so anything I can do to

to make the relationship better

and so

we were building a 32 million dollar data center

and we have budgeted for a line of network gear

well sure enough

as we provision that center

the next generation of network here came out

that's what happens and and yeah

we just been working with this company for many

many years and you know what they did

they discounted it to our budget

because they wanted us

to be a great reference going forward oh

that's cool happy to do so

and that extended the life of that equipment by three

four five years wow

and you know

what I think is so great about that example Brad

is you're demonstrating

from the client perspective to that

it's a true partnership

I think that if we can all kind of as a

just a professional workforce

have this mindset of partnership versus buyer seller

yeah you know

the pitches

the guy showing up once a year to collect their check

the people who don't do their homework

that's gonna dissolve and be more of the exception

not the norm sorry

that someone told me that software sales manager

he had his team

their turnover was like 50% their customer base

so they had a lot of transactions

but it was costing them a lot of money

and so he brought in someone like you and said okay

do you know who your customers are

you need to learn about your customers

you need to understand what your customers are doing

you know be prospecting on purpose

and his retention rate went up to 80%

he had to replace some of the team

because some of the superficial

transaction oriented people didn't want to do that

but he got the right team on board and

and they really turned it around

I love that story

and I think the other thing that I got in every

section was this concept

and kind of like through line of humility

and

gave examples

specifically around the art of apologizing

and I would love for you to give us

some background on why it's important and valuable

and then some tips on how and when

we apologize to others well

central it at the university is 330 people serving

54,000 students 21,000 staff 4,000

you know things are gonna go wrong all the time

and a quarter million

devices hooked to the network every day

you know so it's

it's what I would say to my team is

it's not if things will go wrong

it's when they go wrong

and how we deal with those situations

so we became much more transparent

if there was an issue

and we would blast out a message saying

you know here's the issue or working on it

and then we would follow up with the apology saying

sorry there was a disruption the root cause of this

so first acknowledging you made an error

then saying what you're gonna do to rectify it

ask for forgiveness there's an art to the apology

I had this email from the faculty member

whose daughter was buying a computer in the

campus computer store which I was responsible for

and he sent me this message saying

I can't believe you're offering $1 discount at a

computer in your campus store

well I didn't know that

and so you know

I dug into it and it was actually

we outsourced the store to this vendor who

four years prior

had authorized this letter on my letterhead

so I didn't even know it had happened

but I didn't blame the outsourcer

I didn't blame it

I just said thank you for bringing it to my attention

I got to the bottom of it

you are correct

I'm sorry that shouldn't have happened

and it will never happen again

oh my gosh $1 coupon code

what a funny it was embarrassing too

you know that happens

and I think that there's like

the ability to apologize is really important

I think the art of accepting an apology and moving on

is also a skill I

I remember on the peer to peer influence

we had a project I was working on in Los Angeles

and it was a monster project

and someone from our corporate office made a mistake

and they sent out the wrong pricing

and it was a total accident

it's complex like it

it sucked you know

it was the wrong pricing so it was unfortunate

but then

certain team members just wouldn't trust that guy

for years afterwards it's like

can we just cut the man a break

it wasn't yeah exactly

you know and I think that

but out of everything it spoke more to their character

and the person who made the mistake

and so I think that

I really appreciated it in your book

because I think there's a lot of power and strength to

admitting when something went wrong

because it's just part of life and part of business

and and if

if you have a vulnerability

be vulnerable I can only hear in one ear

so I would when I first meet with a customer or staff

I say I'm sitting this way cause this is my good ear

I don't wanna turn a deaf ear up ear on you

and then you know

over the years I say

am I on your good side

it's like no

it's my job to make sure you're on the good side

but you know

the fact that I was comfortable sharing that

cause they could talk into this year

and I wouldn't hear it fine

my doctor said yeah

watch for that

cause they'll think you're not listening to him

oh that's tricky for you yeah

cause if I don't see and I'm definitely not hearing

so I appreciate you sharing that and

and I really appreciate the way that you're

establishing these leadership rules

like it was a

such a nice blend of strategic and tactical

throughout the book so before we wrap up our interview

I wanna ask you is there anything that I didn't ask

that you wanna make sure

we brought up in our discussion

on just kind of leaving with

understanding the Spheres of Influence

well I think where we started

which is understand their goals and aspirations

set and manage expectations and genuinely care

and if you do that

in each of your business relationships

you'll be successful I think we need to like

write that on a post it note and just stick it on our

on our computer because I like that so much

cause it's so simple it's so clear

and it applies to every business relationship

and I'd ask my direct reports

like I had 10 people across campus

they all had 10 people across campus they met with

so we had this network of

like a web of nervous system that we can get

you know hear rumors

understand what's well working well

what's not working well but

you know at first they

they weren't sure why but they would do that

and this one direct report said

why are you asked me to meet with this it manager

she hates us and I said well

I'd rather have them in the tent than outside the tent

throwing rocks at us

and she started meeting once a month

as we got better and more predictable

and higher quality service

well that it manager came around and became

after about nine months an advocate

and her boss became an advocate

now if we didn't get out there and meet with them

they still would be

and there were some bad behavior in the past

so they had a reason to not be happy

I think that's such a great takeaway too

for people who are

trying to rebuild poor relationships

because something we find ourselves in sometimes

and I like that idea of like the web or the ecosystem

right this ripple

effect that you're creating with your spears

I think it's so cool

I'm so grateful to have met you Brad

and I have you on the show

I love the books

everyone go get your copy of Spheres of Influence

where can people find you

if they wanna connect and learn more

I'm gonna send you a link that people get

connect to a free samples on my website at all

connect to where to buy the book

and 3rd had a scheduled time on my calendar

so I'll send that link to you awesome

I appreciate that Brad

thank you so much for coming on the show

and have a great pleasure

thank you so much

for listening to the prospecting on purpose podcast

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for more info on me or if you'd like to work together

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I'm usually hanging out at Sara Murray Sales

thanks again for joining me and I'll see you next time