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Career
Clubs International Reprint: Edlunds' Pick Your Job -- and Land It!
CHAPTER 4Prepare Your Sales
Presentation:
Portfolios
You are going to integrate all the facts you've collected about your career and
yourself into a campaign to sell your services. This will take time and effort. For you
are selling the most complex product ever made -- yourself.
Sure, you can most likely find a job without all this preparation. But you must decide
if you want a job or the job. You might even get the job you want with an off-the-cuff
search. We can only say that all our experience indicates the odds are far more in your
favor when you go through this step-by-step approach.
[Edward
Bronson, Research Chemist]
A case in point, and an excellent one, is that of Edward Bronson. He is a tall,
sensitive man, and when we met him discouragement was plainly written on his face. He was
out of work. He hadn't been out long, only a month. But that month convinced him he had no
hope of finding anything in his own line.
"But how could you even scratch the surface in one month?" we protested.
"It's a very unusual case," explained Mr. Bronson. "I'm a research
chemist in one of the newer types of plastics. There are only eleven firms in the country
where I can get the job I want. I just left one of them. I contacted the other ten and
they all say, Not a chance.' They all need what I can do for them, but they don't
know it. So you can see, I'm completely stymied." <pg. 57>
"Stymied, perhaps. But one can play out of a stymie. Let's see if you can't lick
this one."
With so few prospects Mr. Bronson had to devise an unusually fine selling campaign. He
already knew no definite openings existed in these firms. Hence he had to create a demand
for his type of service, then prove he was the man to meet that demand. This called for a
high order of salesmanship.
Mr. Bronson based his campaign on careful research -- on individual study of each
company, its needs, its problems, and the personalities of its executives. He picked the
three most promising firms and made an intensive study of their products, the share of the
national market held by each, their methods of distribution and display, their
advertising. He sought personal introductions to several leading executives in each firm.
He went back again and again with material of vital interest to them. He built three
portfolios, similar in detail, but each one slanted directly at one of the prospects.
When his study led him to believe that one of the
three firms was not in a good position to use the special service he wanted to sell, he
substituted a fourth for it, and made a similar study.
Of course, this cost him much, much time and effort. He could have dropped back to less
specialized work where the demand was greater, the income less, and the jobs came faster.
But Mr. Bronson preferred to stick to his major goal. And in six months he created a
position for himself in one of the ten firms.
Some four months later a second one sought him out with an offer. He did not care to
change, but the second offer did cause his employers to give him a substantial increase in
salary.
Without a carefully planned campaign Mr. Bronson was stymied; the campaign landed him
neatly in the cup.
You may be in no position to wait six months, six weeks, or even six days. In that case
you have to take any job -- fast. But you can still plan and carry out your campaign for
the job you want on your own time. In such a case don't
overlook the possibility that the position you want may exist in the place you now work.
Should that be true, aim your campaign at your new boss.
"Agreed," you say, "I see the need to prepare a sound campaign. But what
goes into a good campaign?" <pg. 58>
"What do you mean -- good'?" we shoot back. "Good for whom? Good
for a youngster just out of school? Good for a man who wants to convert from one field to
another? For someone looking ahead in his present job? For someone out of a job?"
Quite clearly, every situation is different and every campaign must be tailor-made to
fit the particular case. What is a good campaign for one may prove disastrous for someone
else.
Don't overplay your hand. A good campaign does you full justice -- but is geared to
your own level. A substantial portfolio that is quite in order for an executive with an
impressive record, may seem presumptuous or overdone for a raw beginner. An eye-catching
stunt may hit the jackpot for a copywriter or publicity man but seem brash and undignified
for a bank executive.
Your campaign material must represent you. Otherwise you defeat your own purpose. If
someone else, professional or otherwise, writes your resumes or letters for you, they
won't be you. They may give impressions that won't stand up in the subsequent interview.
[Arnold Craigin]
Arnold Craigin, for example, came to the Clinic for help in planning his interviews.
The letter he sent out brought a remarkable number of good leads. Getting interviews was
not his problem. But his interviews always went wrong. The employer always received him
with interest but as the interview moved along the atmosphere changed and Mr. Craigin
would find himself on the defensive.
We asked to see the letter. Then we discussed his experience as one would in an
interview. The two did not fit together, the letter and the man.
"Did you write this letter yourself?" we asked Mr. Craigin. "Why
no," he replied. "I hired someone who does direct-mail advertising to work it up
for me."
No wonder the interviews went sour! The picture that letter painted was evidently
attractive to many employers. But it was not a true picture of Mr. Craigin.
Oversold by that letter, Mr. Craigin couldn't measure up in the interview. This put
him at such a disadvantage that he couldn't sell the excellent experience he did
have.
Besides, what matters most is what happens in your mind
when <pg. 59> you do it yourself. The increased confidence you gain
is of greatest value in making you a more positive personality. After you have done all
the thinking and work you can do with advantage, then use skilled friends or good
professional resume writers as critics and editors.
With this necessary digression out of the way, we can now examine the elements of an
adequate campaign. We will list them first, then discuss each in detail:
1. The Sales Presentation
A. The portfolio
B. The resume
C. The letter of endorsement
D. The prospecting letter to get you leads
a. The shotgun approach
b. The rifle approach
2. Third Party Letters
3. Master letters for answering ads
4. Situation-wanted ads
5. Your prospect list
A. Researching your market
You are not likely to need all these campaign tools. But after studying each case
carefully, you can choose more wisely those that fit your situation.
THE SALES PRESENTATION
We use the term "sales presentation" because it points directly to what your
campaign should be -- not a search for a job but a sale of a service.
Remember you are a product on the job market. Now the
way a master salesman sells is not by looking to build his own income. Rather, he
offers services that will benefit his prospect. The better he knows his product, the more
invitingly he wraps it in service form, the more he will sell.
Keep that image before you constantly. You are a product. Know yourself thoroughly.
Package yourself as a service to your prospect. Make him want to buy, make him feel
you're giving him a chance on a good thing. Don't ask him for a job, offer him a deal he
can't afford to pass up. <pg. 60>
This does not mean you must be brash about it. On the contrary. Be sincere and
convincing. Above all be specific. Prove you have a service he needs.
"What do my prospects want? How can I show I have
it? What else have I got they can use?"
In those questions lies the secret of a successful campaign. And remember, you have the
answers in your work sheets on the job requirements and your own assets. And now, those
illustrations you dug out will have redoubled value. They will be your service package.
An interesting case of the power of selling a service came to light when we conducted a
job clinic for the welfare clients in Greenwich, Connecticut, during the depression. The
Welfare officials arranged for the Clinic in order to help their clients find employment.
[Stanley Koloski,
Lawn Care]
After our first session Stanley Koloski, a pleasant, weatherbeaten man of about sixty,
stopped to talk with us. In broken English, but with touching sincerity, he told us how
much he hated being on relief. But elderly and unskilled as he was, he could find no work
anywhere.
Regularly, he made the rounds of the fine private homes in Greenwich asking if he could
mow the lawns. He liked to mow lawns because it kept him in the open and reminded him of
his days on the farm in the "old country."
Besides, he added, he knew all about crab grass, how it spread and ruined lawns, and
how to combat it. Still, while he was hired occasionally, he did not earn enough to
warrant giving up his relief checks.
"You say you know a lot about crab grass," we said, "could you tell us
something about it?"
For all his broken English, Mr. Koloski gave us what amounted to a scientific lecture
on the propagation and control of crab grass.
"You certainly know your subject," we told him. "But now, Mr. Koloski,
what do you say when you go around ringing doorbells?"
"I just ask. 'Can I mow your lawn, lady?'" he replied.
"You've proved you have a lot more to sell than just mowing a lawn. You have a
real service to offer. With your knowledge of how to control crab grass, you can save
expensively seeded lawns <pg. 61> from ruin. And you can always keep them looking
their best.
"The next time you go out," we went on, "why don't you try a different
way? Study each lawn before you ring the doorbell. Then you can say, 'Madam, I'd like to
show you how I can save your lawn from ruin.'
"Point out all the spots infected by crab grass. Explain why you've got to root it
out regularly. You can finish up by saying, 'If I work on your lawn one day a week it will
always keep in good shape and you'll never be bothered by crab grass. And it will only
cost you $10 a week.'"
Mr. Koloski thanked us and said he would try it that day. He practiced on his case
worker first in order to get his presentation down pat. Then he made his rounds again.
The response was overwhelming. Not only was he able to get off the relief rolls but he
got enough work -- with regular clients at regular times -- to hire an assistant.
[Barrett Havens, General Manager]
Stranger still was the case of Barrett Havens. For he was an executive with a
remarkable sales record and all-around business ability. And he brought to the Clinic one
of the finest written presentations we have ever seen.
Mr. Havens had been assistant to the owner of a wood-working plant. In reality he was
general manager. Under his leadership the firm's sales curve went up consistently. He
developed new product and new markets for old ones and almost completely eliminated the
seasonal ups and downs of the business.
He had also been a trade association executive and had worked out plans that brought
the industry new markets and considerably improved profits. These accomplishments were
strikingly told by copy and by charts in a handsome portfolio.
All of us at the Clinic applauded this presentation. We could offer no criticisms.
"But," said Mr. Havens, "the portfolio can't be good, because it's not
doing the job. I've gone over it with prospect after prospect. They praise my work and
this presentation. Often they refer me to some other firm."
Yet the interviews were always too short to indicate any real interest in him. He was
at a loss to know why. So were we.
Then someone in the audience took the floor. "I think this is a wonderful
portfolio," he said, "and Mr. Havens should certainly <pg. 62> keep on
using it. But aren't we all forgetting one of the key principles you always pound home
here? Is Mr. Havens using his portfolio to sell a service or to look for a job?"
That was all the clue we needed. The group suggested that instead of going
through his presentation with the prospect, he ask questions: Had they been able to level
out their seasonal slumps? How did they develop new products? Had they been able to get
appreciable help from their dealers in demonstrating and displaying their products?
Such questions would start the conversation on the prospect's interests. Mr.
Havens could then tell of similar problems he had met, dramatizing his results by
reference to those parts of his portfolio which illustrated the points under discussion.
Mr. Havens had already grasped the idea on his own.
A week later we received a letter from Havens telling of one interview in which the
prospect became so interested he canceled his luncheon date in order to continue the
conversation. Several other interviews were equally satisfactory.
Once he looked upon himself in the same light as
other products he had successfully marketed, Mr. Havens had no difficulty in appealing to
his prospects' self-interest. He showed them how his experience fitted their problems --
and got his job.
Quite often men and women of executive caliber run into the same snag. They are so used
to dealing with commercial and industrial services that they can't adjust to selling their
own. All it takes is awareness of what a job campaign is and the skillful packaging of
your material.
The Portfolio
When you put your campaign into motion, a letter designed to secure interviews
will often be your opening shot. Everything else is by way of being follow-up, clincher
material. However, since the portfolio is by its very nature the most inclusive form of
presentation, we start our discussion with that.
A good portfolio will serve as a basis for everything you do in your job hunt. From it
you will take the material you need for any letter you may write. It will form the
backbone of the story you tell in your interviews. The portfolio itself can be used in the
interview with telling effect. Skillfully handled, it can enable <pg. 63> you to
steer the interview in the direction you want it to go. Perhaps
its best use is as a "smash" follow-up to promising interviews.
A portfolio, or brochure, takes a lot of work, but it makes the fullest use of your
talents. You can run a successful campaign without it -- in some cases it won't even fit.
But where it can be used, it adds a marked plus-factor.
Working one up makes you so much more aware of your abilities, that the
"sell" part of your campaign becomes easier. In the very process of preparing
such a promotion booklet, you build yourself up for a better job. To illustrate:
[Jim Russell, Wall
Street]
Back in the depression days, Jim Russell, an old friend of ours, lost his Wall Street
job. This stunned him; he never dreamed it could happen to him. He tried hard for a new
connection, but times were bad. He didn't make much headway.
One night he and Mrs. Russell came over for dinner. Jim sat there, the very picture of
discouragement. Inevitably, conversation centered on Jim's troubles and we all discussed
the problem.
"Why don't you prepare a brochure?" we asked. "In that way you can
dramatize your accomplishments."
"A booklet? Me?" he asked. "Whatever would I put into it?"
"Well, I think it's a good idea," Mrs. Russell chipped in. So we all went to
work on Jim, drawing out of him all the things he'd done on his job.
At the beginning Jim was plainly skeptical. Then, as he got going and gave us
illustrations of his work, he began to be amazed. He knew he had done his job, all right,
but he never felt he had done anything special.
All the accounting records of his firm had been under his wing. As he told us about it,
two things stood out.
He always made a practice of tracking down every financial problem the customers faced,
and checking their financial standing. He gave all this important material to the
appropriate members of the firm.
He also took it upon himself to handle every complaint that passed through his
department. He would search out what underlay the trouble and see to it that the customer
got a full and courteous answer. This was invaluable in creating and maintaining good
will.
By this time Jim was busily writing down some of these stories. <pg. 64>
Since it is often effective to include a letter of endorsement in a portfolio, we
suggested he ask his old boss for one.
"But be sure he makes it specific," we said, "something that will back
up the story you're going to sell."
What followed was almost unbelievable. Jim went up to see his former employer.
"Mr. Perkins," he said, "I'm working on a plan to get a new job and I
wonder if you'd help me out."
"Of course," said Mr. Perkins.
"I think it would help if you wrote a letter about me. I've put down some things
I've done for the firm and if it's all right with you, I'd appreciate your including them
in the letter."
"Let's see what you have there."
When Mr. Perkins looked over the material, he was as amazed as Jim had been.
"Hey," he said, "we'd better not lose you."
And then and there he went into an inner office to consult with his partners. When he
returned, he offered Jim a better job than he had before and at a higher salary. Jim went
back to take over direction of all records, customer contact, and correspondence.
Clinic experience discloses many other advantages a portfolio offers. It has, for
example, a positive psychological effect.
We all tend to take a person on his own valuation -- when it isn't too blatant. If you
fill a portfolio with variations on "I'm good, I am," unsupported by evidence,
you will only repel your prospects.
But a portfolio prepared in good taste, no matter how modest the claims or the
experience, supported by evidence rather than opinions unobtrusively shows that you
set a high value on yourself, your services and your time.
[Ruth Seamore,
Statistician]
A portfolio has the added virtue in that in itself it shows what you can do. Ruth
Seamore makes this point in a letter she sent to us some years ago.
Ruth was a college senior at a time when jobs were difficult to get. She came to New
York during her Easter vacation and attended a session of the Man Marketing Clinic.
There she heard how others had succeeded in selling their services. Though she lacked
their experience, she did have the imagination to adapt the selling principles involved to
her own qualifications. She dug out of her school record enough assets to justify telling
her story in a portfolio. <pg. 65>
Into it went a record of her scholastic work; comments from her teachers; a record of
her outside activities and student honors. And since she wished to become a statistician,
she featured copies of several statistical studies she had made for the dean's office,
together with a complimentary letter from the dean himself.
Ruth had no trouble getting the job she wanted. After she had been working for some
months she sent us this letter:
The use of my portfolio was of great assistance to me in getting my job. It is probably
not uncommon for an advertising man of experience to present his qualifications in such a
manner, but it is seldom that a person just starting out takes that means of showing the
qualifications he has. After watching the girls who apply for positions at our office, I
am of the opinion that few of them make the most of what they have to offer. Either they
give the appearance of having little interest in whether they get a job or not, or else
they seem entirely too eager for anything in the way of work.
My portfolio helped me do away with the disadvantage of both these attitudes. It made
it simple for me to show a definite interest in business and a particular kind of work. It
helped me present my qualifications more clearly. It showed originality and initiative.
The portfolio in itself was a very good example of the type of work I could do.
Ruth's experience raises another point. Many people regard the use of a portfolio as
something unique to a person of vast background, or from a special field such as
advertising or publicity. Actually, it can be used to good effect for a beginner and for
those applying for modest jobs. In those cases, of course, keep it simple, keep it on your
own level.
For example, a stenographer might put together just three or four neatly typed pages
telling her story, together with several commendatory letters from former employers. And a
beginner in a field where creative imagination counts might well do as Doris Blake did.
[Doris Blake,
Fashion Retailing]
While she was still in high school, Doris knew she wanted to work with women's clothes
-- either design them or sell them. So she chose a college that had special courses in
this field.
She studied dressmaking, millinery, principles of design. In addition, she took several
art courses and some purely cultural subjects. Upon graduation she got a temporary
position as sales clerk. <pg. 66>
She then enrolled in the Tobe-Coburn School for Fashion Careers in New York City. There
she worked on practical problems of fashion promotion under leaders in the field. During
two six-week vacations she sold behind the counters of leading New York stores.
She talked with many people who worked in the field. She decided she would like to be
promotion manager for a large store. Of course, she wasn't ready for it, but that was the
goal she set.
She was told she needed a firmer foundation of actual selling before going into
promotion. But she didn't want to go in as just another sales clerk and be left behind the
counter. She wanted to work in many departments; she wanted the chance to have some of her
ideas used, if they were any good.
So she welcomed a school suggestion that she make up a little folder to show she had
assets not usually found among applicants for junior selling jobs. First she listed the
qualifications needed for both the selling job and her eventual promotion position, and
placed alongside this list ideas on how to show she had these qualifications. Here is her
work sheet:
| Qualifications Desirable |
Demonstrate I Have Them |
| Knowledge of clothing design |
College courses |
| Feeling for fabrics: line, color, suitability |
Courses. Also selecting and making clothes for myself and others |
| Selling ability |
Record in part-time jobs |
| Hard worker |
College marks and outside activities (letter from Dean) |
| Knowledge of display |
Courses; I cannot qualify without more experience |
| Advertising, promotion |
Student activities |
| Ability to direct others |
|
<pg. 67>
Based on this list, Doris described what she had to offer an employer, in seven short
pages. She stapled them into a neat binder she made herself of heavy cover stock.
The employment manager of the largest store in her home town was so impressed with this
selling portfolio that he hired her. She accepted with the understanding that when she
felt ready for a transfer she would be given the next vacancy in any department she chose.
Nor did she begin at the usual starting salary; her folder proved she deserved more.
Let us take a quick glance at Doris' booklet. <pg. 68>
AIM
The aim and purpose of this booklet is to present my training, qualifications,
abilities, and practical training in some tangible form in an effort to attain my final
goal -- an executive position in fashion retailing.
Naturally I understand that wider selling experience must precede advancement to an
executive position. I would like an opportunity to serve on your executive training squad.
Doris Blake
<pg. 69>
TRAINING AT THE TOBE-COBURN SCHOOL FOR FASHION CAREERS
One year course of coordinated study in all branches of fashion work, specifically
directed toward a fashion career in retailing and directed by experts in fashion and
retailing fields.
1. Specific and coordinated work in Merchandising, Buying, Fashion Coordination,
Advertising, Display, Fashion Reporting, and Salesmanship, with outstanding personalities
in each field as instructors.
Result: Practice in making buying plans, planning co-ordinated promotions and
displays, writing advertising copy and fashion news reports, and recognizing and tracing
fashion trends -- all assets for a fashion executive in a retail organization.
2. Contact with the New York ready-to-wear market through trips to outstanding Seventh
Avenue and Uptown Houses.
Result: Acquaintance with the market for coats, dresses, sportswear, and hats; a
knowledge of resources that are suitable for the clientele of a particular store.
3. Selling experience at two department stores for a four-week period preceding
Christmas, and a three-week period preceding Easter.
Result: A knowledge of the mechanics of retail selling; practical application of
salesmanship training; contact with a large mass of customers and their problems -- the
very basis for successful merchandising. <pg. 70>
BUSINESS EXPERIENCE
Sales experience in three department stores:
1. Carter's in Pittsburgh -- extra selling during June sales in 1940, in housedress
department. Good sales record as compared with other extras. Called back for summer and
Christmas work, but was out of city on both occasions.
Result: Experience in sizing up customers for Junior, Misses, Women's, or
half-size dresses; ability to promote sales by very simple displays.
2. Macy's in New York -- pre-Christmas selling in 1940, in Youth Center, boys' and
girls' dresses and suits to size 6. Superior sales record as compared with other extras.
When asked by the school whether they would like to rehire me, Macy's answered
"yes."
Result: Ability to apply salesmanship training to actual cases; ability to
handle large number of customers and act quickly; ability to set up simple counter
displays.
3. Bloomingdale's in New York--pre-Easter selling in 1941, in the College Shop.
Excellent sales record. Personnel report stated "yes" on question of rehiring.
Result: Ability to please both mother and daughter. Experience in wardrobe
planning and selection of clothes for all types, sizes, and shapes of girls. <pg.
71>
COLLEGE TRAINING Bachelor of Science Degree in Costume Economics at Larkspur College,
Pittsburgh, Pennsylvania. Standing -- Second in a class of about one hundred girls.
1. Specific technical training in Clothing Construction; Textiles; Millinery,
Principles of Design; and History of Art, Costume, and Furniture.
Result: A knowledge of fabrics and the ability to work with them; the ability to
recognize and execute fine workmanship in the construction of women's clothing; creative
ability in designing on paper and working in fabrics; a knowledge of Period Art,
Furniture, and Costume as sources for modern designs and promotions.
2. Psychology and Education, Social Psychology, Practical Teaching in Home Economics.
Result: A knowledge of human reactions, both in individuals and in groups -- an
essential in judging customers and their wants; the ability to understand children; the
ability to conduct a discussion, organize a class, present material clearly, and teach
skills -- valuable assets in dealing with both customers and personnel.
3. General academic training in English, History, and the Sciences.
Result: An all-round cultural background.
4. Store Service Education -- work in the nonselling divisions of one of Pittsburgh's
largest department stores.
Result: A knowledge, through actual experience, of the work carried on in the
stock room, Bureau of Adjustment, Personnel Office, Comparison Office, and Display
Department of a store. <pg. 72>
EXTRACURRICULAR ACTIVITIES
Making for Executive Ability, Dependability, Ability to Organize.
1. President of Costume Economics Club, a college departmental organization which
planned meetings, student fashion shows, and social activities which would unite the
various classes within the department.
2. Secretary of Mortar Board, national senior women's honorary organization, consisting
of ten senior women outstanding in scholarship and leadership. Correspondence with the
national officers of the organization and with school administrative officials comprised
the bulk of the secretarial job.
3. President of the Women's Activities Point System, which required organizing a
committee to control and record the activities of officers in all women's organizations on
campus.
4. Member of the Student Senate, elective governing body for the college. <pg.
73>
PRACTICAL DESIGNING AND DRESSMAKING
For the past five years I have designed and made all my own dresses, suits, and coats
without the use of a pattern, but by draping them on a dummy figure. I have also made
dresses for several members of the family and for a school teacher, all with problem
figures requiring skillful fitting. In doing this, I was entrusted with the choice of
style, color, and fabric.
As a result of these experiences, I have a knowledge of fabrics and how to handle them,
of various figure problems and how best to deal with them in choosing clothes, and of fine
workmanship in clothing construction. <pg. 74>
LARKSPUR COLLEGE
Pittsburgh, Pennsylvania
April 25, 1941
Miss Julia Coburn Tobe-Coburn School for Fashion Careers New York City
Dear Miss Coburn:
Miss Doris Blake has asked me to write you about her work here. I am delighted to speak
a word for Doris, as she is one of our outstanding students.
Her art teachers believe that she is talented and imaginative. Surprisingly, her
standing in her other studies is equally high. She will graduate second in her class of
103 girls.
She is popular with students and teachers alike. She was elected secretary of Mortar
Board, a national honorary society which is composed of just ten members of the senior
class who are outstanding in both scholarship and leadership. She was elected by the
students a member of the Senate, their governing body. She was president of the students'
point system, which seeks to prevent any one student from overloading her time with
extracurricular activities. She was elected president of the Costume Economics Club and
served on many committees.
As you will recognize, these honors indicate an ability to take responsibility, to get
on well with people, and to turn out a good day's work. Miss Blake gets things done and
she does them well. To use a somewhat abused phrase in the student manner, she is
"tops."
Sincerely yours,
Elizabeth Taylor
Dean of Women <pg. 75>
For the most part Doris makes a fine job of it. Note how she points up her school work
and her summer experience in her "results" paragraphs. These very clearly depict
the skills she developed and the talents she has.
Then read the last paragraph of the Dean's letter of endorsement. Observe how neatly
the Dean spells out the relationship between what Doris has done in school and what she
hopes to do in business. This is an important principle to follow. For when you can relate
the problems you met and solved in the past to the job you seek now, you arouse your
prospect's interest.
In her opening statement, "Aim" p. 69, Doris slips up just a bit. Pointing to
her long-range goal is, in itself, an excellent idea. It indicates she will bring real
zest to her work. But she should have wrapped this statement up in terms of her
prospective employer's interests, not just her own. She might have said, for example:
My aim is to place at your service the selling skills and display techniques I
developed through my department store experience and my training at Tobe Coburn. In
helping you build up your women's wear sales I know I will also be moving toward my
eventual goal, an executive position in fashion retailing.
Naturally . . . etc.
This says somewhat the same thing as the original. Yet obviously it is not the same.
The difference lies in underlining the offer of a service.
Doris' booklet was so well conceived that its virtues more than balanced its slight
defects. This is highly instructive. For no sales
presentation can be absolutely perfect. But as long as you are aware of and follow the
principles of good selling you need not fear an occasional slip.
What should go into your portfolio? What are the principles that underlie a sound one?
It may be best to approach these questions indirectly. Let us analyze a number of
portfolios that clicked. As we take them apart, probe into their weak spots and search out
their strengths, both the underlying principles and a checklist of specific content should
emerge. We can then tie everything together into one neat package. <pg. 76>
[Bill
Grogan, Newspaper Advertising Manager]
Newspaper Advertising Manager
Let's begin with Bill Grogan. Bill prepared one of the best portfolio campaigns we have
seen and it is well worth careful study.
It was toward the end of World War II, while he was still in the Navy, that Bill Grogan
dropped in at the Man Marketing Clinic in New York. Tall and lean, the humorous twist in
the corner of his mouth belied the solemn look he bestowed upon us.
"Do you think I might pick up a few pointers here on running a job campaign from
the deck of a ship?" asked Bill. "I expect to be shipped out again soon and
maybe I should be thinking of other things. But I'm a little afraid the best jobs will be
gone by the time I get back. So I'd like to do something about it now. If I can."
"Why not sit down and see how we do things here?" we suggested. "Then
you might ask some questions and work up a plan."
"Thanks," said Bill. "I'll be all ears, I can promise you."
After listening to the ideas tossed around the Clinic and to the discussion that arose
around a couple of questions he asked, Bill decided that a "prospecting" letter
followed up by a portfolio was his best bet. (He would not, of course, be available for an
interview.)
First he researched his market. He knew he wanted to work as advertising manager for a
paper in the West or Southwest. With this in mind he visited the American Newspaper
Association. On talking things over with a few people there he drew up a list of nineteen
promising prospects. These were papers that seemed likely to grow in the postwar future.
Then he went to work on letter and portfolio. Here is the letter be wrote: <pg.
77>
U.S.N.
Armed Guard Center
New York, N. Y.
Mr. Leslie Grainger
Publisher, Dallas Post-Herald
Dallas, Texas
Dear Mr. Grainger:
When this war's over I'm pitching my tent Southwest. The spot in particular I'd like to
stake my claim is in the advertising department of your newspaper -- especially as
advertising manager. As a result of some talks with the American Newspaper Association, I
feel your paper is going to grow after the war, and I think I can help it on the way. Here
are some reasons why:
For one paper I built mid-week food advertising from nearly nothing to thirty per cent
of the town's gross weekly.
For a shopping paper I planned, laid out, edited and sold most of the advertising for
the Fall Home Furnishings Edition in two colors.
I planned and executed a campaign for national advertising that added twenty-five
regional accounts at national rates.
A brief glance at my experience: Owner-publisher in college. . . . Four years with
Centertown Publishing Co., advertising manager of group of four allied papers. . . . And,
later, advertising salesman handling store accounts for the Kansas City Shopping
Dispatch.
That can't tell the whole story, but it gives you an idea of the kind of story I could
tell. I'd like to show you I am versatile enough to grow, and have experience enough to
make that growth sound. In lieu of a visit with you, which my service in the Navy
prohibits, I have prepared a small folder on my experience and what I have produced. Won't
you let me send that to you? When you read my story I think you'll want to help me stake
my claim.
May I hear from you soon?
Sincerely,
William Grogan,
Y2c c/o Detail Office <pg. 78>
Now let us dissect Bill's letter and see why it produced results. His opening paragraph
is beautifully paced. Go back to the first sentence and read it again. It seems to depart
from the accepted canons of good business writing. For it speaks of some thing of concern
solely to Bill himself. But mark, that despite this license, Bill takes no liberties with
the principles of selling. His touch is sure and he is always master of the situation.
That first sentence may be unusual. But consider first that he's writing to
newspapermen who appreciate a dramatic, storytelling approach. Beyond this, Bill
demonstrates here his technical skill as an advertising writer and promotion man --
qualities pertinent to the job he wants. In short, he molded his approach to conform to
the "feel" of the newspaper world.
Neither in his letter nor his portfolio does Bill depart from the matter at hand --
selling a service. But he saturates his pitch with his own unique personality, lets a
flash of humor dart in and out the pages, and blends it all together in a way to command
attention and respect. This is indeed individuality, but individuality subject to the best
laws of selling.
We can't all do this. And when an attempt to be clever falls flat, someone else gets
the job. Still, if you are trying for a position where creative imagination and good
writing are at a premium, you should try to let those qualities shine through your
presentation.
Now Bill goes on to ask for a specific job -- advertising manager. Being specific, as
we know, always helps.
Casually he mentions "some talks" that establish his interest in the paper
he's writing to, and just as casually he promises a benefit: "I think I can help it
on its way." There upon he immediately becomes crisp and businesslike with his
staccato: "Here are some reasons why."
No matter what test one may apply, this is superb selling.
You must first dangle a benefit before your prospect's eye or there's no reason why he
should hire you. Offering a service is not enough, however. Your prospect wants to know if
you can come through with the service you offer. Both promise and proof must register
clearly, quickly, and convincingly.
Bill immediately followed his "I think I can help" with proof. And wisely he
centered each statement of proof so that it stood out from the rest of the letter. <pg.
79>
With a flick of the pen Bill runs through his experience, avoiding the dry tabulation
of dates and places ordinarily used. Then he builds toward his close.
See how much he packs into one line with the sentence that begins: "That can't
tell the whole story. .
This hint of untold accomplishments makes for another deft appeal to his prospect's
self-interest. Bill can afford this neat buildup because, as his portfolio shows, he has
plenty to back it up with. Not only does this bespeak a quiet conviction of his own
ability but he offers to send proof along via his portfolio. And twice at the end he asks
for action.
The response was terrific. Nine of the seventeen sent for the portfolio. And after
reading the portfolio, seven of the nine asked to see Bill himself upon his discharge.
Before moving on to the portfolio, one other point in the letter is worthy of mention.
Bill addresses the publisher by name. Moreover, by mentioning his talks at the American
Newspaper Association, he makes a direct reference to his prospect's paper.
We can state this as one of the very few absolutes you
will find in this book: Whenever you send out a letter, resume, portfolio, or whatever,
find out the name of the man you want to reach.
Don't send your presentation to "Dear Sir" or "Gentlemen" or
"Personnel Department." Get the name of the owner or the appropriate department
head. Address your letter to "Dear Mr. Black" -- or Mr. Jones. Of course, if you
can't find the name, that's another matter.
Now for the portfolio. <pg. 80>
U.S.N.
Armed Guard Center
New York, N. Y.
Mr. Leslie Grainger
Publisher, Dallas Post-Herald
Dallas, Texas
Dear Mr. Grainger:
Thanks for your letter of interest in my claimstake.
Tbis folder is to give you an idea of the kind of work I am capable of doing in
developing that claim. I think you will agree that the job of advertising is to sell
merchandise. This folder is designed to show how I have done it.
It is an honest account of five years' experience in newspaper merchandising. While it
is built almost entirely of incidents, the whole, I believe, covers a valuable background
in newspaper advertising.
I could have used another five pages describing my wonderful personality and beautiful
wife. But, frankly, I would have been lying about the former and unable to do justice to
the latter. I have been able to sell because I know merchandising and am honest . . . and
have been able to convince the cus-tomer of these things. <pg. 81>
Increasing Mid-Week Advertising
When I became advertising manager of the Centerville News and three small affiliated
papers in 1938, it was like having a bear by the tail. We had no advertising because we
had no pulling power, and no pulling power because we had no advertising. Chief local
revenue came from a few days in the year--opening of school, graduation, Thanksgiving,
Christmas, and a few other special-events days. The advertising we did have was bunched on
Fridays and Saturdays.
A Study of the Situation Indicated
1. Institutional advertising should be good for the middle of the week when is wouldn't
be lost in the hunt for bargains.
2. A few good merchandising ads would stimulate others who were running pointless copy
that was little more than business cards.
3. There was no reason why certain classifications of want ads would not pull as well
in the middle of the week as on the week end.
This is What We Did
We set out to demonstrate some pulling power. I planned a city-wide sale, "For One
Hour Only." I helped merchants select goods, plan store displays. I publicized it,
planned the merchants' copy in the paper. We packed the streets and stores and
"shocked" both advertisers and readers into a realization of the paper's power
in selling goods.
We started plugging want ads with copy and over the counter, aiming at both advertiser
and reader.
We presented pictures of buying crowds with layouts in series as suggested campaigns to
logical prospects. <pg. 82> Increasing Mid-Week Advertising
RESULTS
1. Fresh, sparkling copy replaced "rerun" ads, and readers started buying
from institutional copy that had something to say.
2. Injection of merchandising food copy caused three grocers to liven ads and use more
space, with increases up to 50 per cent.
3. The Want Ad columns grew gradually and continually because promotion was never
dropped.
4. The Centertown News became a vital factor in planning any selling campaign,
and on occasion carried more lineage than the week end opposition.
5. At the end of the first year the News showed an increase of 25 per cent in
local revenue. <pg. 83>
Building for and with Lumber Yards
Lumber advertising in Centertown was chaotic. One yard ran twice a month with us, twice
a month with the opposition. One was "going to start soon." A third wasn't even
interested. All this in a town that had built one hundred new homes the previous year!
Since these dealers were so jealous there seemed no chance of getting them to work
together, we set the campaign as three separate problems--one for each yard.
For the first I made a quick survey of the town, found nearly two hundred homes needing
paint badly. Then I planned and laid out a summer campaign for painting, tapering it into
Fall Planning and Winter Comfort to make it run the full year. Presented with a sensible
campaign not outside his budget, he took it, doubling his space and running every week.
The second, who was building most of the new homes under ERA, was glad to subscribe to
a program that helped him with his selling, brought him new prospects.
The third I was still working with on a program of farm improvement when I accepted a
better job in Kansas City.
RESULTS
The first eventually increased his space four times and successfullv introduced a new
paint into the territory.
The second was solidified in friendship and became an "exclusive" customer
because of the response to his ERA campaign.
The third had been built into a more receptive prospect although I had not sold him up
to the time I left. <pg. 84>
A Jeweler Learns a Better Way Than Appeasement
Missouri's largest jeweler, C. D. Plummer, appeased all papers with a little
advertising, but did his merchandising in the Daily Express.
He was satisfied with the job the Express did for him. And he was afraid to try
our paper with any large space because the Express hinted he would get poor
position there if he did.
I set out to prove that he would get results from an advertising campaign in one of our
papers, the Shopping News. Since our paper was practically untried with jewelry
advertising, I induced him to take the minimum necessary to get a front-page box. I
insisted on helping him select the item for the box and we finally selected a watch chain.
He had ordered a hundred for the season, but the single ad had him turning away customers
inside an hour. Another shipment the next week brought the same stampede on a repeat ad.
RESULT
Many salesmen can persuade a merchant to try a newspaper. But it takes one who knows
merchandising to get him to try it successfully. C. D. Plummer's trial in the Shopping
News was just before I left. Because he had a "supervised trial" he was
pleased with the results and has continued to use large space in the two years since.
<pg. 85>
Maintaining Grocery Leadership
In Centertown our unquestioned leadership in the grocery field made us the object of
much sniping--cut prices and trade cut" advertising. Our problem was to stay far
enough ahead to avoid a newspaper war. In order to maintain that leadership without
cutting prices or accepting a can of peaches for an inch of advertising, we worked out a
three-way campaign:
1. To Keep Old Customers
we used both mail and personal calls to impress on them the value of our circulation.
We made an effort to always have a part in planning a grocer's campaign, and to keep him
planning.
2. To Get New Accounts Started
we strengthened our relations with wholesalers, jobbers, and jobbers' salesmen, so that
we would know of any transactions pertaining to our city. Real estate men were also
valuable allies in the campaign to get to the customer first. Twice we got an advance tip
from another grocer.
3. To Add Small Accounts
we studied their problems and, wherever possible, found the solution in newspaper
advertising. We were careful not to waste the small grocer's money on worthless
advertising. <pg. 86>
RESULTS
Old Accounts Increased Space
One, who was running a split account, cancelled his other advertising and ran
exclusively with us. Others increased space up to 25 per cent. Three New Food Accounts
were landed by straight selling on the value of merchandising. Two of these used both our
Tuesday and Friday papers. Neighborhood Stores increased amount spent and several
ran on continuity basis. <pg. 87>
A Druggist Didn't Like My_________ Boss!
Centertown druggists offered little as a source of revenue. One ran small space about
four times a year to promote mail-order sales and the other ran twelve to thirty inches a
month of institutional copy.
Net result was that neither got much tangible return from advertising. There was
antagonism toward our papers because of the feeling we wanted to promote cutthroat
competition. Most drug business went to Kansas City. The druggists thoroughly disliked
each other.
Talking to each druggist individually, I asked them to study Kansas City drug ads with
me. We compared prices, and I asked them to explain price drug advertising. We spent two
months at this and reading trade journals.
At the end of that time I presented the more enthusiastic one with a program of regular
advertising to run for one year. Then he broke out with all the pent-up fear of our
motives, concluding his tirade with the exclamation, "As a matter of fact, I don't
like your boss!"
I suppose I should have run, but instead I encouraged him to tell me all the things he
didn't like about the boss, and when he had finished had him agreeing it was remarkable
that a man as mean as that could build such a fine advertising medium. He wanted to know
if he could talk my program over with his competitor, as he felt the town would be helped
more if both of them advertised. Smart man!
Before he could talk with his competitor, I interviewed the other druggist with the
same result. They were going to ask each other to start advertising! <pg. 88>
RESULTS
1. The first customer used the program, but the second had it vetoed by his partner.
However, the second started using "splurges" of price advertising to supplement
his institutional copy.
2. Drug advertising increased four times.
3. Drug sales reached the highest peak in a decade. <pg. 89>
How I Increased National Advertising
Trying to give the department a workable policy, I set up the following source of leads
to be cultivated:
1. Retailers.
2. Jobbers and Jobbers' salesmen.
3. Trade Journals.
4. Other newspapers.
This Is the Way I Worked:
1. The retailer, close to both the consumer and the manufacturer, was considered the
best channel through which to exert pressure. Retailers were encouraged to request
advertising of salesmen, to try to handle as many brands as profitable that would permit
tie-ins. They were shown how their own sales and prestige of their stores could be
increased by handling these.
2. No matter what a man was selling, I always tried to earn his friendship, show him
how our papers could help him with his selling job. Wherever possible, I worked out
conferences with the salesmen and retailer. The three of us worked together to sell the
goods. In this way we trailed the staff working on any one account.
3. I begged, borrowed, or bought all trade journals possible that pertained to
merchandising. From these I made notes of articles on new advertising programs starting,
was often able to get the retailer to ask forthem when he bought.
4. Other newspapers gave clues to national advertising that might have been missed. I
also checked for national classified and found a post card mailing brought profitable
returns.
5. All this work was in addition to the regular correspondence with agencies and firms
that did advertising direct. <pg. 90>
RESULTS
1. Our papers carried all national advertising in our town that was on a one-paper
basis. This included such accounts as Ford, Dodge, Chevrolet, Pontiac, Electrolux, Conoco,
etc.
2. Our papers carried most cooperative and local placement such as Frigidaire, General
Electric, Cook's Paints, Seiberling, Buick, Folger's, Armour's, etc.
3. We opened over twenty-five sectional accounts such as flour, cereal, oil, paper
goods, etc.
4. We carried Lever Brothers' campaign at full national rate when opposition wanted it
at local. <pg. 91>
Ideas Kept Them Advertising
Both large and small advertisers like to be stimulated with ideas. If methods I used to
solve problems mentioned in this folder seem but ordinary good business practice, perhaps
the ideas submitted will give a key to why ordinary methods and hard work were so
successful. Here are some of the ideas (most of them worked out with store or advertising
managers) that clicked:
1. Third Anniversary sale for grocer--double truck in black with judicious use of red.
A five-day program that appeared in the paper on Tuesday and Friday, with reprints (and
item changes) on Thursday and Saturday. Ad was reproduced with lengthy article in N.R.O.G.
bulletin.
2. Canned Foods promotion -- one that got pleasing comment and a picture from I.G.A.
headquarters.
3. "What You Should Know About Vitamins" and "See Your Doctor
First"-- informative drug ads on prosaic themes, but good enough to he reproduced in
Publishers' Idea Exchange.
4. "A Tribute to ------," a series for a funeral home that received statewide
recognition and built many friends for the firm.
5. Opening of new funeral chapel. A full-page formalinvitation, and another page of
congratulations from outside. This followed the "Tribute" series and the two
working together accounted for over one thousand guests registering for the open house.
"Little Red Wagon" (ambulance) congratulations from Ford agency given partial
credit for increase in use of Fords for ambulance service in Missouri.
6. "Slips That Pass in the Light," lingerie ad that has been reproduced or
copied in nearly every city in the country. <pg. 92>
You Ask, "Can You Sell?"
Can you sell? is one of the most embarrassing questions ever asked a man.
Few of us are born salesmen. One man who worked for me, a meek, highly subjective,
former rewrite man, hated to call on people, ask them to advertise. But he sold
advertising because he used my way of selling. Since I found it hard to "drop
in" and pick up an ad, I had to plan my work, have something to say and say it well.
I had to plan my time so I wouldn't be tempted to drink coffee with my favorite customers.
Few "born salesmen" can offer more unusual evidence of the results:
1. I sold the town drunkard and the town bootlegger signatures on a prohibition ad.
2. I sold (by telephone) over one hundred signatures on a cooperative ad in two and one
half hours.
3. I sold my insurance agency a series of ads.
4. I was the first (and only) in Centertown to sell paid advertising to medical
doctors.
5. I sold "Dog Daze" and "April Fool" pages. These were such
outright promotions that one merchant ran as copy, "Take my money, boys, but write me
no ad."
I am no "pressure salesman" but know how to apply pressure judiciously to get
maximum and long-lasting results. <pg. 93>
Four Months on the Shopping News
The four months preceding the outbreak of war, I worked as an advertising salesman on
the Kansas City Shopping News.
I didn't burn up the town, but I did sell a contract on my first day and averaged one a
week for the time I was there. I outsold all salesmen but the manager, the others
including a former Scripps-Howard advertising manager. Some of the Things I Did
1. Opened display dry cleaning advertising.
2. Handled our only food account (about sixty stores).
3. Changed jewelry account from minimum to a merchandising user of space.
4. Opened two furniture accounts.
5. Wrote or edited all copy, planned and made up Fall Home Furnishings Edition, which
ran in two colors. <pg. 94>
That's My Story
And that, Mr. Grainger, is my story -- the parts of it in which I thought you would be
interested.
I've staked my claim. Now you certify it. Offers of a job as your advertising manager
after the war would be welcome. But more welcome would be an invitation to talk things
over with you if and when I get another leave.
I am anxious to know what you think of how I might fit into your postwar program. If
there are any questions I may have left unanswered, please let me know, as I am anxious to
settle as soon as possible the place where I am to build after the war. I can anticipate
no more pleasurable place than your city.
Sincerely,
William Grogan,
Y2c U.S.N.
Armed Guard Center
New York, N.Y.
<pg. 95>
Note again how in the cover letter Bill creates a "this-is-for-you-only"
feeling by once again addressing Mr. Grainger directly and by the thank you at the
beginning.
In the body of the portfolio each illustration tells a complete story. The general
situation he found; the specific problem he faced; what he did about it; and the results
-- all come through in logical sequence. When the reader is through he knows Bill Grogan.
He knows how Bill's mind works; he knows how Bill operates.
Mark well how Bill exploits layout techniques. None of his pages look crowded. When he
wants to emphasize something, or stress a result, he surrounds it with plenty of white
space. He indents, underlines, numbers. In one way or another he sets off his important
points from the rest of his copy. And how adroitly he handles headlines! Look them over!
How I Increased National Advertising
This Is the Way I Worked
Some of the Things I Did
Maintaining Grocery Leadership
Results
Ideas Kept Them Advertising
That's My Story
For a change of pace a "story" head:
A Jeweler Learns a Better Way Than Appeasement
Plus a touch of humor:
A Druggist Didn't Like My _______ Boss!
All in all a truly superb job. Nor did it stop there. Some of the men on Bill's ship
had their hometown papers air mailed to them. Included were four of the papers on Bill's
list. Every so often he'd drop a line to the publishers commenting on an editorial or an
interesting news item. In each letter he'd mention some of his refreshing ideas about
selling space.
One publisher got so excited he cabled Bill -- at this point 10,000 miles away in the
Pacific -- an impressive offer sight unseen! However, since three other papers headed
Bill's list, he sent a cautious reply suggesting action be postponed until a face-to-face
meeting could be arranged. <pg. 97>
Came the war's end and Bill was mustered out. Returning to the United States he looked
up the home office of a great newspaper chain whose Southwest outlets had not answered his
original letter. There he showed his portfolio to John Chandler, the national advertising
manager for the entire chain. Immediately, Mr. Chandler mailed excerpts from the portfolio
to three publishers in the chain. Each arranged an interview by wire. And soon Bill moved
in as assistant advertising manager for the paper that headed his list.
Not everyone can write as well as Bill. However, when you compose your letter or
prepare your portfolio you can strive for clarity, simplicity, sincerity, and conviction.
You can help your reader spot essential facts at a glance. You can do this as Bill did by
using headlines, by centering key sentences, and the like.
Above all, you can be specific. Be specific about the job
you want; be specific about the problems you've faced, the work you've done, the results
you achieved.
For example: "I did general typing in a statistical department" is somewhat
vague. Much more precise would be: "I did tabular typing from rough-draft pencil copy
of complex statistical reports with six to eight columns of figures. I also cut
stencils."
Again: "I was in full charge of the company's library" doesn't say overly
much. Whereas, you could paint a graphic picture by being specific. Like this: "I
directed all the work in my firm's library. I recommended purchases; classified and
catalogued all incoming publications; and prepared reference lists and bibliographies on
engineering and machine shop subjects. I had full administrative responsibility for the
functioning of the library and for the activities of the library staff."
Personnel Executive
Personnel executives have no sales curves to show, no sales quotas to beat, no
spectacular savings that change red ink to black. As a result, their experience records
often run to lifeless listings of functions any personnel man performs. Devoid of
"sell" such listings are hardly calculated to inspire attentive reading.
[Ann Peters,
Personnel Executive]
Yet any personnel executive can make the businessman sit up and take notice if he sells
his services in terms of good, hard cash. Ann Peters set out to do just this. And
succeeded.
Let her portfolio tell its own story. <pg. 98>
WARNER MACHINE TOOL COMPANY
ROCHESTER, MASS.
July 21, 19--.
Miss Ann P. Peters
322 East Avenue,
Rochester, Mass.
Dear Miss Peters:
I have read over the statement of your activities with the Warner Machine Tool Company.
In no case have you overstated -- however, there is much more detail that cannot be put
into a paper of this kind, but which would add greatly to your value wherever placed.
May I say that what pleased us most was your self-reliant nature. Our confidence
was supreme that your foresight and ability would solve whatever situation arose. Whoever
may use your services would be paid in this respect alone.
I am sure that our employees reacted to your spirit as we did. The run-of-the-mill
labor troubles, which in other plants around us developed into expensive shut-downs and
strikes, were almost entirely avoided under your leadership.
You cut our labor turnover to a fraction of its former figure; your work in accident
prevention secured for us the lowest base rate in the state, while our experience rating
credit almost doubled.
We cannot praise too highly the work you did for us. Only the closing of our plant
could make it necessary for you to be seeking another field for your talents.
If I can ever be of service to you, please command me.
Sincerely yours,
Brooks A. Warner
Brooks A. Warner,
President <pg. 99>
1926 TO DATE
Director of Personnel in the three plants of the Warner Machine Tool Company, located
in Rochester, Mass., and vicinity.
Total number of employees on roll: 8,000 men and 1,000 women.
Excluding general strikes, which shut down the entire industry, these three plants ran
continuously, while other plants in the same territory, because of labor troubles, had
periods of complete shut-down.
There were many misunderstandings in the plants of the Warner Machine Tool Company. The
following situations were successfully handled: Slow-Down in Production
It was my duty to go into the different departments, get both sides of the story, and
bring about a settlement between management and labor.
I was able to bring production back to normal; and in many instances, working with the
Production Managers, I was able to increase production to a higher point than production
on the same types of machines in outside plants. Sit-Down and Stoppage Situations
I was called many times to the plants and told:
"The employees in department _______ have stopped work."
"The employees in department _______ are sitting down."
"The employees in department _______ have registered In' and have refused to
start operations."
"The men in the transportation department have refused to load up their trucks for
deliveries."
On each of these occasions I would go to the department and, if the question under
discussion could not be settled immediately, I was always able to persuade the men to
continue with their work until such time as conferences could be arranged. <pg. 100>
Union Negotiations
From 1936 on, the entire industry signed up for a closed shop agreement and thereafter
it was my duty to meet with the union officials and plant delegates when differences
arose.
A number of times I was asked by outside plants for advice and help in settling their
problems. Personnel Administration
I had complete charge of three Personnel Departments, which were organized in 1926.
This included:
1. Interviewing and hiring all employees for factory and office positions.
2. Follow-up on the job, through probation period.
3. Job analysis.
4. Readjustment of all rates and wages.
5. Installation of system to handle increases.
6. Transfer and discharge of employees.
7. Organizing and directing plant hospitals.
8. Handling Workmen's Compensation Insurance and settling claims with employees.
9. Safety program in the plants.
10. Handling all labor difficulties.
Labor Turnover
Previous to 1926 the average monthly labor turnover rate was 4.2 per cent. This figure
was constantly lowered until in 1936 the average monthly rate was 0.5 per cent. Safety
and Control System for Industrial Accidents
The system installed for the control of industrial accidents resulted in a tremendous
saving in the rate of Workmen's Compensation Insurance.
The base rate per $1,000 payroll was the lowest in the industry in the state. The
experience rate modification was increased from 26.2 per cent to 46.1 per cent.
The first-aid hospitals and their ability to render service <pg. 101> promptly
and properly resulted also in increased production by returning employees to their duties
and by avoiding malingering.
Labor Troubles
The Big Strikes of 1927, which closed all the plants in the area, affected one of our
plants.
On May 8th the flying fleets and picket lines came to the plant, where 3,500 employees
were on roll. The plant had been running at full capacity; work was in process; customers
were calling for their merchandise.
The management questioned the advisability of recruiting men and attempting to operate.
I advised that we start recruiting men immediately. Within two weeks the plant was fully
manned; deliveries had not stopped; material had not been damaged.
Although the picket lines continued for eight months, the morale at the plant was good
and there was no further walk-out.
In the relations between employer and employee, differences are constantly arising. If
they are not satisfactorily handled, they may become ISSUES, the foundation of industrial
strife. Learning to think with the workers' minds and see their viewpoint was the
foundation of "peace."
1923-1926
Employed at the Warner Machine Tool Company, in charge of Engineering Cost and Payroll
Departments. Combined engineering force consisted of six hundred employees.
Installation of Cost and Control System in the Production Departments of the plants;
later in charge of this department. <pg. 102>
Here is a woman who was director of personnel in plants employing nine thousand workers
in a section known for its industrial turmoil. During a time of union slow-down tactics
she "was able to bring production back to normal... (and) ... to increase production
to a higher point than production on the same types of machines in outside plants."
This means money for her firm.
Further, her safety and control system "resulted in a tremendous saving in the
rate of Workmen's Compensation Insurance." Lest she seem to be laboring the point,
she opens her portfolio with a letter from her former chief verifying her whole story.
See how cannily her former employer plays up the money-saving features of her work.
Like the "expensive shut-downs" she managed to avoid. In the "You cut our
labor turnover" sentence he expands further upon this point.
Tact and diplomacy are essential qualifications for personnel work. But Miss Peters
never says "I am tactful." She gives examples that say it for her.
In cases of dispute, she remarks, "I was always able to persuade the men to
continue with their work until such time as conferences could be arranged." Her
plants "ran continuously while other plants in the same territory, because of labor
trouble, had periods of complete shut-down." Packing the portfolio with such specific
accomplishments gives it the desired "service-selling" touch.
Keynoted by the opening letter of endorsement, Miss Peters' folder also sings of
personality -- of her sturdy, "sell-reliant nature." As we saw in Bill Grogan's
case, a dash of personality mixed in with your presentation gives it a tremendous lift.
College Girl Looks to the Future
[Claire Small,
Personnel Career]
Now that we've left Ann Peters it might be interesting to see what a young college girl
did when just planning for a personnel career. While still in high school, Claire Small
acquired a deep interest in industrial relations. Upon entering college she decided to use
her summers to get practical experience that would help fit her for personnel work.
One day she called upon the personnel directors of three different firms that employed
many women. In each case she asked <pg. 103> if she could send along some material
that would allow for more meaningful study of her qualifications for summer shop work and
for her long-range goal in personnel.
All three men expressed interest. So she sent each a folder made of a large sheet of
heavy cover stock, folded twice. Inside it was one double sheet, somewhat smaller. She
bound this home-made contraption with a needle and heavy thread, making a booklet of four
pages. On the first page she pasted the letter on the opposite page (only the name
differed in each case). <pg. 104>
Dear Mr. Morton:
It was interesting to talk with you about personnel work and employee relations, and I
appreciate the time you gave me.
While in high school, I spent much of my senior year studying various vocations. I
attended one of the Man Marketing Clinics quite regularly and took part in discussions of
the qualifications of individuals present, and where they could best be used. Most kinds
of white collar jobs were analyzed and many blue collar jobs. The more I attended these
meetings, the more I realized that my main interest was in helping individuals to make the
best use of their talents for the benefit of themselves and their employers.
Now I'm a junior at Columbus University. I plan to take every course I can which will
enable me to understand employee relations better, and read on this subject on the side.
Each summer I want to do various kinds of work which will help me to be practical in my
approach to these problems. As I told you, I would like to assemble packages or do other
work in your shops which does not require too much training. My fingers are nimble, my
hands and eyes work well together, and I like work. So I should be able to earn my pay as
a new operator. And some day I shall hope to work in your personnel department.
I'm enclosing copies of personal data and my views on employee relations, as you
suggested.
Very truly yours,
Claire L. Small <pg. 105>
PERSONAL DATA
Name: Claire Louise Small
Address: 105 South Elliot Place
City: Richmond, New York
Telephone: Richmond 5-0610
Nationality: American, English descent [Nationality and
Age Information is no longer considered appropriate]
Age: 19 years
Height: 5 feet, 63~ inches
Weight: 128 pounds
Education: Richmond High School -- graduate honor student Columbus University -- two
years, good grades
Foreign languages: Reading knowledge of French
Extracurricular activities:
Reporter and associate editor, Richmond Blade;
President, Richmond High Camera Club
Health: Excellent, have not lost a school day in two years <pg. 106>
VIEWS ON EMPLOYEE RELATIONS
Employees and their managers seem to me to want more of the same things than is
generally appreciated.
Both want fair play for all.
Beyond that both want an opportunity to express themselves, to have their plans for
improving the business and eliminating grievances fairly considered. They want experience
or training to fit them for better jobs, and consideration when opportunity occurs.
They do not want shop politics or favoritism.
Favorable conditions such as these do not entirely do away with labor difficulties, but
they reduce them and make peaceful settlements easier.
Claire L. Small <pg. 107>
Clearly, Claire did herself proud. With no experience to offer she shrewdly
concentrated on displaying interest and the quality of her thinking.
The very statement of her plans shows a capable mind at work. In her "views on
employee relations" her forthright personality shines through.
Nor does she lose herself in day dreams of future glory. She remembers to sell herself
into a summer job. "My fingers are nimble, my hands and eyes work well together, and
I like work."
The personnel directors went overboard on Claire's potential. They passed her portfolio
around to others in the field, and it created interest wherever it went. And well it
should. For Claire showed a surprising grasp of the subject for so young a person. As a
result, she had a choice of jobs where an eye would be kept on her for future advancement.
Many young people -- and adults too -- could do as well as Claire if they planned their
futures as thoroughly as she did. And as Claire proves, anyone can prepare a portfolio at
his own level.
Comptroller
[R.S.
Chapman, Comptroller]
R. S. Chapman is a substantial citizen. He
takes an active interest in the affairs of his city and is president of the local Y.M.C.A.
After ten highly successful years as comptroller of two fairly well-known firms, Mr.
Chapman sought new fields.
Without much ado, he worked out a portfolio that served as the heart of his campaign
for a comptrollership in a larger organization.
This is it. <pg. 108>
It is my belief that the two main functions of a comptroller are to floodlight the path
of management with facts,
Facts by which to gauge performance,
Facts from which policies can be determined,
Facts as a basis for capital investment,
Facts for short- and long-range planning, and to interpret those facts.
To make figures vital, more than a knowledge of accounting is required--there must be
an understanding of all phases of manufacturing and selling. Because I have worked as a
laborer and as a foreman, because for many industries I have worked out definite problems
of production and stock control and have devised factory accounting systems, and because I
have had selling experience and have made sales surveys, sales figures have a real
significance to me and I can interpret them with understanding. Attached is a record of
typical results I have accomplished as comptroller or treasurer.
R.S. Chapman,
123 Valley Way,Larchville, N.Y. <pg. 109>
A LOSS OF HALF A MILLION CONVERTED TO A HALF MILLION PROFIT IN ONE YEAR
The A.M. Jones Corporation, of Sterling, Conn., had been the pioneer and for many years
the leader in its field. But for six successive years it had lost money, until it was no
longer considered a factor in the industry.
A new president, elected the middle of 1927, was confronted with a lack of cash, high
operating and selling costs, and a demoralized organization. Before he could proceed he
had to have the facts. He found reports from the Accounting Department biased and
inaccurate. One of his first moves was to appoint me Comptroller. A month later I was made
Secretary-Treasurer. What I Found
Accounting methods were loose, resulting in glaring inaccuracies and a profusion of
figures without meaning.
The executive staff was unnecessarily large and inefficient.
Credit losses were high.
Manufacturing costs were high.
Relations at the banks were strained. <pg. 110>
What I Did
I improved accounting procedures and prepared reports of the vital facts which were
used by executives and staff in the retrenchment program.
I made a study of administrative costs and functions, as a basis for sweeping
reductions in personnel. With the reduced force, the efficiency of the organization
actually improved. The total saving in salaries was over $200,000; $50,000 of that was in
my department.
I found that the credit losses arose from an over-all liberal policy toward a few large
customers. I re-established the authority of the Credit Department and reduced losses.
I found a part of the high manufacturing cost owing to obsolete equipment. We avoided a
modernization program requiring a $500,000 investment by making a contract for purchase of
material partially processed. This also made a substantial reduction in the costs and in
the "in-process" inventory.
A full explanation to our banks of our reduced costs and future plans demonstrated the
soundness of the new management and restored credit for seasonal borrowing. Results
The first full year (1928) with approximately the same volume of sales, a profit of
S596,000 was earned -- against a loss of $622,000 the prior year. The President wrote,
"I want you to know how much I appreciate your help. Your power of analysis has made
it possible for us to make proper decisions."
Further improvements throughout the organization enabled us to maintain yearly profits
in excess of a half million dollars, even through the difficult years of 1930 and 1931. At
the end of 1931 I resigned to become Comptroller of Standard Home Products Corp. <pg.
111>
OUTRIDING THE DEPRESSION THREE TIMES AS WELL AS THE REST OF THE INDUSTRY
Since 1932 I have been Comptroller of the Standard Home Products Corp., manufacturers
of food specialties. They sell wholesale, have a sales volume of over $5,000,000, and
distribute east of the Mississippi. I reported directly to the President and was
responsible for credits, insurance, legal and corporate procedure, as well as for all
accounting.
What I Found
Manufacturing and distributing costs were not properly analyzed and lacked sufficient
detail.
Expenditures were made by plant executives without reference to effect on costs.
Credit losses were high.
Insurance costs were excessive.
The bonus paid to plant executives was not related to profits earned by their plants.
There were no reserves to absorb current depreciation charges arising from
overvaluations of machinery and equipment and from idle and surplus equipment.
Overcapitalization when the company was formed had resulted in arrears of $500,000 on
the second preferred stock, with the prospect of its mounting higher; no dividends were
possible for common. <pg. 112>
What I Did
I improved the accounting so that the President had the facts which enabled him to keep
expenses in line with the depression curve.
I established reasonable limits beyond which home office approval was required on plant
expenditures; thus no large sums were spent unless lower costs were assured.
I centralized control and reduced credit losses materially.
Through study I was able to get a better buy on our insurance. I initiated a concerted
drive to reduce accidents, reducing costs over 40 per cent. The annual saving was $40,000.
Inaugurated a bonus plan based on plant profits which made executives as interested in
profits as stockholders.
I worked out a plan which provided over $600,000 to write off obsolete and inactive
equipment, thereby reducing depreciation charges.
We effected a reorganization plan that revamped the capital structure.
Results
This reorganization eliminated the preferred arrears, reduced dividend requirements
annually over $200,000, and made possible the payment of dividends on the common stock.
The cash position of the company steadily improved, rising from a ratio of 2.1 to 1 to
4.8 to 1.
Current charges on depredation were cut S30.000 a year.
In terms of earnings, the company rode through the depression much better than the
industry as a whole. This is shown by a comparison with the composite figures for eight
leading competitors. Earnings for 1930 are used as 100.
1930 1932 1933 1934
8 Leading Competitors 100 35 26
25
Standard Home Products 100 10 75
78
<pg. 113>
Note how Mr. Chapman dramatized his outstanding achieve ments with these eye-catching
captions: A LOSS OF HALF A MILLION CONVERTED TO A HALF MILLION PROFIT IN ONE YEAR and
OUTRIDING THE DEPRESSION THREE TIMES AS WELL AS THE REST OF THE INDUSTRY He brings out the full value of his contributions to both firms by
applying that excellent formula: what I found; what I did; what resulted. An executive to the core, he wastes no time on
generalities. Instead, he lets incisive instances of what he has done build up a picture
of the excellent comptroller he is.
Each line bristles with specifics. It reads fast, holds the attention, and leaves the
reader with the thought, "Here's a comptroller who really pays his way!"
On his first page Mr. Chapman says, ". . . because I have had selling experience
and have made sales surveys, sales figures have a real significance to me and I can
interpret them with understanding"
This makes an important point, that here is a sales-minded comptroller. The selling
experience is worked in as a definite asset to a comptroller, instead of being allowed to
confuse the prospect by appearing as an irrelevant experience.
Most comptrollers, and most office managers as well, can show where they have saved
money for their firms. But the idea of building, of increasing profits by adding something
constructive to the business, of spending money to make more money, is much more rare.
Stressing that sort of thing will help you stand out from the crowd.
Corporation President
It is easier to land a position as salesman than one as sales manager; it is easier to
get a sales-managership than a position as general manager or president. The higher up the
ladder you go, the greater the need for careful preparation and for extensive contact, and
the longer the time usually required for transforming a lead into a definite offer.
<pg. 114>
[Dwight P. Mallon,
Company President]
Dwight P. Mallon had been president of two sizable corporations. In both he had
inherited sharply declining sales curves that he turned skyward in relatively short time.
Told in portfolio form, these would make impressive stories. As you can see. <pg.
115>
This is what a typical portfolio looks like. It is made of a soft cover stock, with
pages approximately 8% x 11 inches, the cover slightly larger. When open, the portfolio
looks like this. |
<pg. 116>
|
DWIGHT P. MALLON
Vanderbilt 5-1570,
355 Madden Avenue,
New York City,
September 19, 19--.
Richard B. Summerfield, Esq.
72 Wahl Street,
New York City
Dear Mr. Summerfield:
Since our brief talk I have prepared this confidential record for you, believing it may
help you determine whether we should continue our conversations.
In April 1934 I became General Manager of American Cosmetics Corporation. One year
later I was elected President. I found a business which had long been declining, even in
1927-8-9 and in 1934, years when the industry was going ahead. Within six months after I
took the reins, we had made sharp gains, and ever since we have been gaining faster than
our industry. Profits have followed the same trend.
Previously at the Morrison Tobacco Co., Inc., I faced a long decline, which we broke
while the tobacco industry continued down. And each year since, gains have far exceeded
those of the industry.
I had equally interesting results as General Sales Manager of the Arthur B. Jordan Co.,
Inc., manufacturers of chinaware, and as head of the Industrial Engineering Department,
which I conceived and organized for the Arcade Oil Company.
Some details appear on the following pages.
There is also a list of thirty men, each of whom has seen me solve a problem of
business or who has been in a position to observe the progress of the companies I have
managed. I think you will know some of them. You may ask any or all about me. <pg.
117>
PRESIDENT, AMERICAN COSMETICS CORPORATION
In 1934 I became General Manager of the American Cosmetics Corporation, manufacturers
of the well-known Band Box Beauty preparations.
My survey disclosed that: Sales had been declining since 1926, even in boom years. Some
of the items in the line had lost so much appeal that they were a detriment. Novelty and
new items were badly needed. The selling force was weak in organization, in training, in
method. There was a lack of promotional planning. Sales and advertising were not working
together for common specific objectives.
We did these things: Product research was immediately increased many fold. Four new
items were introduced to replace dying ones. Every label was redesigned. The selling arm
was completely reorganized, and its work better coordinated with advertising and
promotional plans. The productivity of the detail salesmen was increased over 50 per cent,
measured by the number of calls, by the orders taken for jobbers, by new displays placed.
The average number of items displayed was increased 26 per cent. Distribution was
increased on every item--a record in no wise equalled by competition.
As a result: A downward trend of seven years was broken in seven months. Sales and
profits have continued upward since that time. I was elected President in June, 1935.
<pg. 118>
TREND OF SALES--1926-1936 1929 -- 100% Legend American Cosmetics Cosmetic Industry
(left chart) Drug Industry (right chart) Cosmetics Drugs
While sales in the cosmetic and drug industries were going ahead in 1927-1929 and in
1934, American's sales were going down.
In contrast, the adoption of the rounded program outlined on the previous page has
changed the trend to one of steadily increasing sales and profits. Since the end of 1934,
the increases have exceeded those of the cosmetic or drug industries. <pg. 119>
PRESIDENT, MORRISON TOBACCO CO., INC.
In 1930 I went to the Morrison Tobacco Co., Inc., makers of the Carmel and Don Roberto
cigars. Within a year I was made President.
Here is what I found: The business had been slipping since 1926. It was essential that
the popular Carmel cigar be priced at five instead of ten cents. The cost of making goods
was unnecessarily high. The marketing end of the business was weak. There was no real
sales leadership, few promotional plans, little consistent advertising.
Here is what we did: For well over a year I urged a trial of the five cent price. When
it was finally tested in one area, it was the key to a rapidly expanding business. With
the adoption of the five cent price, our income for each package was reduced 50 per cent.
But we cut our manufacturing costs an equal amount, at the same time improving the
product. Humidification and power costs were cut in two. Savings were made on all raw
materials and processes. Our increased gross margins released funds for consistent
advertising in an increasing number of markets. The selling force was reorganized and
provided with ample selling weapons. Labels and boxes were redesigned. Counter display was
increased many fold.
As a result: A dying business has been revived. More Carmel cigars were sold in 1934
than in any previous year. In 1935 there was another increase of 27 per cent. Dollar sales
in 1935 were 70 per cent over 1932. Profits have increased even more. <pg. 120>
TREND OF SALES -- 1926-1935 1929 = 100% Legend Morrison Tobacco Tobacco Industry
Morrison sales were slipping from 1926-1929 while sales of the industry as a whole were
increasing. Morrison sales continued down through 1932 faster than sales in the industry.
When the plans outlined were put in effect, Morrison sales started up sharply. However,
tobacco store sales continued their depression trend for over a year thereafter.
Since the turn, Morrison sales have increased twice as fast as sales of the rest of the
industry. <pg. 121>
GENERAL SALES MANAGER ARTHUR B. JORDAN CO., INC.
In 1928, I became General Sales Manager of Arthur B. Jordan Co., Inc., manufacturers of
china tableware.
My analysis showed: The business had been going downhill since 1920. The local
management had little understanding of aggressive merchandising methods. The patterns were
not generally as acceptable to consumers as those of competing lines.
Here's how the problems were met: For months we had frequent evening meetings of the
executives to develop an understanding of aggressive merchandising so that plans would be
approved. A unique and inexpensive plan gave us reactions from thousands of consumers to
proposed chinaware patterns. These opinions served as a guide to our designers and
provided excellent material for promotional plans with dealers and consumers. The sales
force was revitalized and provided with merchandising plans.
Results: The educational work and the revamping of lines were necessarily slow.
Nevertheless in a year and a half the long downward momentum was arrested. It was not long
thereafter that the business was sold.
Mr. Seth Y. Jordan. president of the company, has appraised my work on the following
page. <pg. 122>
ARTHUR B. JORDAN CO., INC.
Manufacturers of Louvre China
OSCOLA, NEW YORK
OFFICE OF THE PRESIDENT
March 1, 1930.
Dwight P. Mallon, Esq.,
Oscola, New York.
Dear Mr. Mallon:
In our opinion your services to Arthur B. Jordan Co., Inc. were of exceptional merit.
By means of intelligent research and the application of modern methods, you converted the
sales organization into aggressive merchandisers and injected a new spirit throughout the
entire organization. You handled difficult educational problems with tact and good
judgment.
I greatly regret that the sale of this company's business and assets may mean that we
shall have less contact with you.
Yours sincerely,
Seth Y. Jordan
Seth Y. Jordan, President <pg. 123>
HEAD OF INDUSTRIAL ENGINEERING DEPT., ARCADE OIL COMPANY
After I got out of the Army, I went with the Arcade Oil Company, without title and
without specific duties.
I observed that: The cost records at their great mechanical works were sixty days
behind and so inaccurate as to be practically valueless. A physical inventory of
mechanical stocks had never been taken, nor could it be taken without changing the
storekeeping methods.
To cope with these and similar problems: I recommended and organized the Industrial
Engineering Department. The Department furnished accurate cumulative costs not more than
forty-eight hours old and with appreciably less clerical help. It organized the methods of
handling mechanical stocks at a saving of over a half-million dollars in inventories. It
arranged for detailed as well as general designing to be done in the Engineering
Department instead of in the field and shops. It gave the shops their first operation
standards, which clearly pointed out reasons for excessive costs. The General Purchasing
Department, the Accounting Department, and other divisions called in our staff on various
problems of organization and method.
Mr. R. A. Montgomery, my chief, has written of my work on the following page. <pg.
124>
ARCADE OIL COMPANY
GUNTHER REFINERY
GUNTHER, NEW YORK
March 5, 1924.
Mr. Dwight P. Mallon,
322 South 96 Street,
New York City.
Dear Mr. Mallon:
I am glad to say a word concerning your four years' connection with the Arcade Oil
Company.
As head of the Industrial Engineering Department your work has involved the application
of the principles of organization and the development of better administrative procedure,
particularly at our Gunther plant.
Your work has been characterized by energy and vision. You have the ability to present
your case fully and clearly, in writing or in person. You have gained the respect and
cooperation of those with whom you have come in contact, superiors and subordinates.
The Industrial Engineering Department has laid the foundation for much more efficient
operation of our plants.
Yours very truly,
R. A. Montgomery,
Superintendent <pg. 125>
IF YOU'RE INTERESTED IN BEGINNINGS
My apprenticeship in marketing was served with Van Brink and Company, selling cocoa and
coffee; with the M. A. Dwight Co., devising and selling business forms; and with the
Eastman Supply Company. Mr. C. A. Priestley, president of the last company, comments on my
work on the opposite page.
My studies at Cornell University were completed in 1917. I specialized in business
subjects and have an A. B. degree. I earned my way entirely, by acquiring an interest in a
sporting goods store. <pg. 126>
EASTMAN SUPPLY COMPANY
Manufacturers of Leather Specialties
122 LAKE STREET
New York City
C.A. PRIESTLEY, PRESIDENT
April 30, 1930.
Mr. Dwight P. Mallon,
822 South 96 Street,
New York City.
Dear Mr. Mallon:
It is an easy task to write of your work with us. The record speaks for itself.
Less than a year after you came you were made Vice President and Sales Director. By
that time you had written over $150,000 worth of business in the department you started.
I never knew anyone to work with more energy. In the field the men you selected and
trained became productive in an unusually short time. On the promotional side, I can only
say that to discuss sales campaigns with you is champagne to me.
If I can be of service any time, say the word.
Cordially yours,
C.A. Priestley
CAP:W <pg. 127>
These men know me and my work. I have been responsible to the first four. The next four
have been responsible to me. The next four are advertising agency executives who have
worked on the accounts of the companies I have served. The others know me and my work from
varying angles. (Thirty men here listed with their titles and addresses.) <pg. 128>
Richard B. Summerfield, Esq.
If I have consistently been able to increase good will, morale, sales and earnings for
the companies I have managed, it is because I have approached each problem with an open
mind. Then, too, I have so organized that the entire personnel has contributed its full
experience and ability.
Because I have a strong conviction that I could help the company, of which we spoke, to
increase its sound growth, I sought you. At your convenience, I should like to meet with
you again.
Meanwhile, thank you for your consideration.
Sincerely yours,
Dwight P. Mallon
DPM:W <pg. 129>
Mr. Mallon knew full well that sales curves vary with general business conditions.
That's why he dramatized his part in the increased sales and profits with charts comparing
the sales curves of his companies with those of the industry as a whole.
These charts highlighted his own role. Before his administration, sales of his firms
were falling while sales for the industry as a whole were on the rise. But after Mr.
Mallon's policies went into effect, his companies' sales increased much faster than those
of the industry. He uses a yardstick to measure accomplishment.
You will notice how Mr. Mallon slants his cover letter to impart the useful
made-just-for-you tone: "Since our brief talk I have prepared this confidential
record for you.
Examine his portfolio carefully. Nowhere does he create a "job-hunting"
impression. You get the flavor of a progress report that "may help you determine
whether we should continue our conversations." You get a sales message about
executive talent.
Not by accident does Mr. Mallon follow the same procedures we have seen before.
"My survey disclosed; we did these things; as a result." In keeping with his
presidential status, he carefully fashions a sober, dignified, and businesslike
presentation. He avoids waste motion. He makes his point, goes on to the next.
The full Mallon story beautifully illustrates what a complete campaign calls for. His
portfolio was the foundation stone. From it he extracted his best sales points for a
general letter to get leads. With it at hand he was always ready to answer an occasional
advertisement for an executive. He condensed the story for a display ad in the financial
section of the New York Times.
He put the portfolio in the hands of employment agencies, advertising agencies,
bankers, and friends who were eager to make contacts for him. In his interviews he used
the material to show how he met problems similar to those facing his prospect's business.
He sent the portfolio as a follow-up to promising interviews.
He spent ten hours a day, six days a week, on his campaign and kept a secretary busy
half time. Though times were definitely bad and though he was seeking a position as chief
executive in a fair-sized concern, he uncovered thirty-six possibilities in which he had
some interest. <pg. 130>
There were always a half dozen definite leads to chase down, always more people to look
up who were in a position to give him new introductions and leads. Most of these contacts
were so much interested in his portfolio and verbal presentation that they sent him on to
their friends in an endless chain.
In retrospect, Mr. Mallon looks upon his campaign days as a period of significant
growth -- as well as among his busiest. A part of each day was spent on the phone, making
appointments, checking the status of this or that situation, keeping interesting leads out
of pigeonholes. Evenings were spent on correspondence, planning, and study of the markets
and problems of the best leads of the moment.
Positions of the type Dwight Mallon wanted are seldom filled without long negotiation.
The mortality of leads is high.
Often the members of the board must be sold; then the president decides not to retire
just yet.
Often the position depends upon the launching of a new enterprise or the expansion of
an old one. But after months of negotiations the principals may decide not to launch the
new venture, or to postpone it.
During the six months of his campaign, Mr. Mallon saw many such leads he had thought
practically certain drop from his grasp. Others developed into offers he did not find
sufficiently interesting when all the facts were in.
Finally he received an offer that he found attractive. When be spoke of it to the best
prospects in his list, three of them made counterproposals. Thus he had four positions to
choose from, all of them with definite appeal.
This does not finish the tale. Six months after Mallon moved into the position of his
choice, a fifth offer came out of his New York Times ad.
And a full year after he ended his campaign, still another interesting situation arose
from it. At the height of his campaign a business acquaintance introduced Mallon to an
important financier. After a productive interview, Mallon left his portfolio. One year
later the head of a grocery chain told the financier they were looking for a chief
executive. "I know just the man for you," the financier said. And he <pg.
131> reached into a drawer and pulled out Mallon's portfolio! Although the president of
the grocery chain sought Mr. Mallon out, he preferred to stay where he was.
Engineering Executive Trainee
[Charles Stegman, Engineering Trainee]
Descending from those executive heights, let us watch a beginner
in action. Back in 1949, the authorities of Northeastern Technical College invited us to
discuss our Man Marketing Plan with the senior class. This exposure to Clinic ideas
galvanized Charles Stegman, an engineering student, into purposeful action.
Picking up a copy of the original edition of this book, he read it from cover to cover.
Then he went to work.
First he mapped out his present and future goals. This chore finished, he spied an
exciting notice on the college bulletin board. A recruiting representative of the General
Instrument Company was coming to campus on a hunt for executive trainee material. Charles
signed up for an interview, then dug up all the dope he could find on General Instrument.
Upon careful weighing of all the facts he unearthed, Charles decided that General
Instrument was "It." Angled squarely at that one company, the portfolio he
prepared is a prime example of the "rifle" or one-shot approach. Here it is.
<pg. 132>
WHY I AM SEEKING EMPLOYMENT WITH THE GENERAL INSTRUMENT COMPANY
General Instrument Company looks to the future. Policies are not set today with the
expectation that they will produce results tomorrow. General Instrument Company is a
small, personal organization. It offers the personal contact which is the foundation of
good management and efficient operation. General Instrument men never stagnate. The
engineer's work is intensely interesting, and there is no ceiling to his advancement. He
may go as far as his ambitions and abilities will carry him. General Instrument Company is
a symbol of progressive engineering. Sound business practice combined with the constant
awareness of new developments in the field of instrumentation makes General Instrument a
leader in its field. General Instrument Company engineers are proud to be General
Instrument Company men. The company representative is welcomed wherever the General
Instrument business card is presented. General Instrument Company offers a Cadet Training
Program. The student engineer receives the confidence and knowledge he needs to do his job
in a skillful and competent manner. General Instrument Company engineers become all-round
engineers. The General Instrument engineer receives training in all phases of the
company's operations, and in this way has a better understanding and confidence in himself
and his company. General Instrument Company takes its employees' interests to heart.
General Instrument offers a combination engineering-business vocation. This thwarts any
tendency toward monotonous routine. <pg. 133>
UNITED STATES NAVY EXPERIENCE: 1943-1946 General:
Two years' experience on the repair, installation, and maintenance of radio, radar,
fire control, and sonar systems.
One and one half years in charge of all electronic equipment aboard a Navy gunboat.
Extensive laboratory and class-room work in the communications engineering field. Operational
and Supervisory:
Performed duties in radio and radar transmitting rooms, repairing and adjusting as
necessary for efficient operation.
Operated electronic equipment to instruct radiomen, radarmen, and sonarmen in the finer
points of adjustment.
Prepared electronic equipment reports on all phases of operation, analyzing vacuum tube
and component part failures.
MY EDUCATION AT NORTHEASTERN TECHNICAL
Degree: Bachelor of Electrical Engineering.
Studies Which Will Apply Directly to My Employment:
Heat Engines
Economics for Engineers
Fluid Mechanics
Business Law
Applied Mechanics
Public Speaking
Structures
Electronic Majors
Honorary Recognition
"Who's Who Among Students in American Colleges and Universities." Selected as
one of seventeen from 483 seniors in Class of 1950.
Pi Delta Epsilon (National Honorary Collegiate Journalism Fraternity). Qualified
through my editorship of the Northeastern Technical Integrator. <pg. 134>
NORTHEASTERN TECHNICAL COLLEGE
OFFICE OF THE DEAN OF MEN
COPY
January 10, 1950.
Mr. Charles E. Stegman
94 Pine Street
Deerkill, New York
Dear Charles:
Your election to "Who's Who Among Students in American Colleges and
Universities" is significant indication that you have given unselfishly of your time
to the enhancement of student life and activities in addition to meeting your scholastic
requirements with credit.
The qualifications of leadership and tolerance are most important in these troubled
days, and it is a pleasure for me to congratulate you as a standard bearer of these
character istics.
Sincerely,
K.M. Hudson
Dean of Men <pg. 135>
RECORD OF EMPLOYMENT
Firm: Dorema Bros., Inc., New York, N.Y.
Business: Manufacturers' Export Managers
Period: July 9, 1947 to October 24, 1947.
POSITION: Purchasing Agent
Department: Radio and Electrical Equipment
DESCRIPTION OF DUTIES
Processing of orders for radio and electrical parts and equipment. Handled own
correspondence with customers, foreign representatives, shipping companies, and
manufacturers. Correspondence included acknowledgments, expediting, information, invoices,
allocations, and export licenses. Pricing and markup. Phone and mail quotations.
Responsible for the execution of letters of credit. Processing orders for refrigeration
parts and equipment as assistant to Refrigeration Department.
REMARKS
I received two increases in wages of $5 per week while in the employ of Dorema Bros. as
a recognition of service and the detection of two errors which would have led to the loss
of appreciable sums of money for the firm. <pg. 136>
THE PERFECTREX CO.
Manufacturers' Export Managers
189 Liberty Street,
New York, N.Y. COPY
April 27, 1949
To whom it may concern:
I have been requested by Mr. Chas. E. Stegman to furnish you with a resume of his
services with Dorema Bros., Inc., New York City.
Although I am no longer in the employ of that firm, I am pleased to state that Mr.
Stegman was employed, as Purchasing Agent, in the department under my control.
Mr. Stegman's work consisted mainly of correspondence pertaining to radio materials.
This work required a fair knowledge of radio theory, mathematics and common sense. He also
pleasantly assumed tasks outside his usual routine. He more than once utilized his
knowledge of typing and short hand to the firm's advantage.
I wish to add that his services had been completely satisfactory at all times. He has
proven himself cooperative and conscientious. It was with sincere regret that we received
Mr. Stegman's decision to return to school.
Hoping the foregoing will assist you, we remain,
Very truly yours,
THE PERFECTREX CO.
D. C. D'Agostino,
Treasurer <pg. 137>
RECORD OF EMPLOYMENT
Firm: "The Viewer"
Business: Pine View, New York, weekly newspaper
Period: June 25, 1948 to September 3, 1948
Departure: Return to college
POSITION: Editor
DESCRIPTION OF DUTIES
Composition of Editorials Solicitation and contracting of advertising Sales and
circulation Advertising layout Sheet makeup Compilation and verification of news reports
REMARKS
This position yielded returns commensurate with the success of the newspaper. "The
Viewer" sold for five cents per copy. Editorship was offered to me by the founder,
Edward Bradley, although he in no way held jurisdiction over the administration or
financing. "The Viewer" has been in publication for 14 years, serves a community
of 500 people, and is published under contract with a Malone, N. Y., printer.
POSITION: Community Entertainment Chairman
REMARKS
This position was elective, non-salaried, and made by the Pine View Association. I was
responsible for the hiring of an entertainment manager; had custody of the Community Hall;
planned, scheduled and publicized two entertainments per week for a period of seven weeks;
responsible for receipts and expenditures: the general character of such entertain
ment programs for the people of Pine View, N. Y. <pg. 138>
STATION WEXY
Canton, N. Y.
COPY
April 26, 1949
To whom it may concern:
I understand you are contemplating employing Mr. Charles Stegman of Deerkill, N. Y. I
would like to take this opportunity to tell you what I know of Mr. Stegman.
For two years he was a student at the local branch of Northeastern Technical College,
and during that time I had the pleasure of meeting him at several college and local
functions. When it was time to consider applicants to publish and edit our weekly
newspaper at nearby Pine View, a summer resort, I believed him to be most eligible.
Subsequent events proved that my judgment was correct, and he performed a splendid job
for us at the summer resort, both with the weekly newssheet, and as entertainment chairman
for the community. Mr. Stegman is a high type young man of impeccable honesty and
integrity. He is most intelligent, and to my way of thinking, an asset to any
organization.
I also know Mr. Stegman to be free from bad habits, and to be scrupulously neat and
very presentable in appearance. From my association with him, let me say that I would be
proud to have him work for me at any time.
Very truly yours,
Edward G. Bradley
President and Manager <pg. 139>
RECORD OF EMPLOYMENT
Firm: United Day Systems, New York, N. Y.
Business: Operating systems and advertising specialties
Period: July 11, 1949 to September 16, 1949
Departure: Return to college
POSITION--Assistant to Executive
DESCRIPTION OF DUTIES
Assisted in the editing and publication of a 32-page, combined, annual advertising and
log book circulated among 6400 fuel oil distributors and oil burner retailers. Handled own
correspondence Assisted in the planning and execution of direct mail campaigns Processed
orders Phone and mail quotations Accompanied executive on numerous visits to his accounts
for both sales and public relations purposes. I was permitted to make these trips as part
of my training. Familiarized myself with bookkeeping processes, invoices, billing,
statements, and shipping procedures of printed material and fragile equipment. Prepared
layouts for advertising specialty items. Acted as liaison between printing department and
office. Instructed customers in business system operating procedures. Had charge of making
order deadlines. <pg. 140>
Dorr, Henderson & Gould Company
Manufacturing Fraternity Jewelers
Detroit, Michigan
COPY
October 24, 1949.
Mr. Charles E. Stegman
Editor-in-Chief
Northeastern Official Directory
94 Pine Street
Deerkill, N. Y.
Dear Mr. Stegman:
Thank you very much for your letter of the l8th offering us advertising space in the
official student directory.
Unfortunately, our advertising budget is made up well in advance of the college year,
and I am sorry to tell you that it will be impossible for us to accept your kind offer.
I might say in passing that your letter was one of the best letters we have received in
here for a long time. It was a marvelous sales letter, and I don't know what you intend to
do after you finish college, but if this letter is a sample of your ability, I would say
that you are headed in the right direction and right business.
I can only say that we are sorry that we cannot take advantage of your offer.
Cordially yours,
Dorr, Henderson & Gould Company
Joseph E. Garner <pg. 141>
As with Claire Small, Charles saw that whatever else he might do he could make his
abiding interest in General Instrument pay dividends. He played that theme for keeps.
Scorning a bare statement of his high regard for the firm, Charles went in heavily for
facts. He simply flooded his first page with facts that made good, common sense of his
"why I am seeking employment with General" opening.
True, he might have worked out a service-selling approach. But as a college senior his
sincere display of interest served him equally well. Some of his service qualities came
through indirectly.
No one could possibly miss the care he had lavished upon his study of the firm's
history and activities. Such thoroughness is quite an asset in a budding engineer.
Charles makes excellent use of his Naval service. The functional headings he uses makes
for a quick grasp of the broad practical experience he gained.
Wisely, he expands on his extracurricular activities and his election to "Who's
Who Among Students." For this stamps him as a well-rounded person, a potential
executive.
Even though they were of minor import in the light of the total impression made, two
weaknesses should be noted.
First there is the letter addressed "to whom it may
concern." Such a salutation is bad. It smacks too much of the job hunter. And it
negates the intimate this-is-between-you-and-me effect you want to try for. Have your
letters of endorsement addressed either to you or to a definite prospect.
Then we come to Charles' summer job record. Intent on outlining all his duties, he
neglects the chance to show his mind at work. Surely he could have given some instances of
problems he met, how he handled them, and results he achieved.
Dawned the day of his interview with Mr. Trent. Educational Director of General
Instrument Company. Portfolio in hand, Charles walked into the interview room and made his
presentation. In his own words. "Mr. Trent was unable to conceal his approval.
When I walked out of that interview I knew I had the
job I wanted."
Charles was right: the offer arrived the following week.
For fifteen years prior to his session with Charles, Mr. Trent had <pg. 142> been
visiting college campuses. He averaged some three hundred interviews a year. Yet never
before had he seen such a well-written presentation on the college level.
The impact of Charles' portfolio bit deep. Mr. Trent talked to thirty Northeastern Tech
seniors in all, twenty of whom ranked higher scholastically than Charles. But Charles was
one of the two men hired.
Still more, when he visited the General Instrument plant that April, he met five of the
firm's officers. Each one of them greeted Charles with: "Are you the man who prepared
that fine portfolio?"
This gives the full measure of what a well-planned campaign can do for you. It not only
lands you in the job you want, but it marks you as a man to be watched.
For a full account of Charles' story and of how he helped five classmates use
portfolios to equally good advantage, we refer you to his letter reproduced in the
Appendix.
Starting Up the Sales Promotion Ladder
[Bob Jordan, Sales
Promotion]
We come now to Bob Jordan. Just out of college, equipped with a degree and a yen
for sales promotion, Bob looked at the world with eager eyes.
Summers he had worked in a filling station. In his spare time he had studied the sales
literature he found there: maps, placards, funny sheets, letters to car users. Reading
these gave him pointers on how to increase business.
Despite its value, this sales material often got kicked around the office--unused.
Mailing pieces designed to reach customers before the 4th of July rush, came too late to
be used at all. As he watched and worked and read and thought, Bob began to understand why
some advertising material appealed, why others did not.
Reviewing his experiences, Bob decided to aim for a spot in the advertising department
of a major oil company. He knew he could be useful there. He could shepherd the sales
pieces along so that they reached the dealers at the right time, in the right quantities,
and with proper instruction for their use. He looked forward to the time he would help
plan this promotion literature. But for now he wanted to get a grip on the first rung of
the ladder. Ablaze with ambition, Bob made the rounds. But he bounced <pg. 143>
smack against some hard brick walls. Every personnel interviewer he saw said regretfully.
"No openings in advertising." He tried to get through to the advertising
managers. "Job?" asked their secretaries; "try the personnel
department."
Disgusted, Bob talked things over with an older friend who steered him to one of the
Man Marketing Clinics. There Bob saw daylight. For he discovered that selling technique
applies to the job market.
"Why not sell my abilities with the same ideas that sell gasoline -- sales
promotion ideas?" So Bob reasoned, and so he acted.
Sold on the portfolio medium, Bob made a rough draft of his story. He brought it to the
Clinic, asked for criticism. When he was finished, he had everything he wanted to say on
four typewritten sheets, bound in an attractive cover. Let's look it over.
(Page 1 of Bob's Portfolio) You spend time and money on your sales promotion, helping
your dealers and their salesmen to sell more gas and oil. Your material is good. Many of
your dealers put it to good use, to build more sales for you. But other dealers waste it.
I have been one of the chaps who fill up the gas tanks, who check the tires and the
battery and the oil. I have used all the promotion materials I could get my hands on. I
have used it to increase my sales. I have noticed which promotions produce the most
business; I have some ideas about why they succeeded. I have seen valuable material go in
the waste can: Because it reached us too late to be used. Because we received many more
copies than we could use (sometimes we also ran short). Because it was not suited to our
market. Because our attendants weren't taught how to use it. <pg. 144>
(Page 2) I would like to help you eliminate any waste of your promotion materials. As a
member of your promotion staff, I would like to see that your dealers ----- get the right
material ----- in the right quantities ----- at the right time ----- with adequate
instructions ----- and education of their staffs.
(Page 3) I believe I can do this job well, because I know some of the problems
of the dealer and his staff, some of the reactions of the consumer; I know what it means
to work hard Through two summers' work as attendant in the Gultex Station of
McBride Brothers, Caldwell, New Jersey.
My first summer I was one of three new boys, and the only one asked to return the next
summer, and with an advance in pay.
Mr. McBride thinks well enough of my work to offer me a permanent job, but I have my
heart set on the promotion work.
Mr. McBride has said he will be glad to answer inquiries about my work.
(Page 4) I have a good educational background: A graduate of Central College, Vandalia,
Pa., Class of 1940. I was not a brilliant student, but not even once was my name on the
list of students who had fallen behind in a subject. <pg. 145>
Graduate of Eastern High School, Wilmington, Delaware, Class of 1946. I have handled
many details creditably: In college I was secretary of my class and served on some seven
committees -- unimportant in themselves, but perhaps indicating some reputation for
getting things done accurately and dependably. May I have a chance to show that I can
handle the details of your promotion department accurately and creditably? May I help you
eliminate waste of your promotion money?
Measured against tough professional standards Bob's little promotion folder may lack
polish. But at its own level it would be hard to beat.
Every page of this easy-reading portfolio is loaded with "sell." Artfully he
works on his prospects' own interests. "You spend time and money on your sales
promotion," he reminds his readers in his very first sentence. But, he goes on to
say, "I have seen valuable material go into the waste can."
On the second page he makes a forthright offer of an important service: "I would
like to help you eliminate any waste of your promotion materials." Then, in a manner
reminiscent of Bill Grogan, he quickly lets his prospects know he can render the promised
benefit. "I believe I can do this job well, because --"
He closes with an appeal for action bound up in a benefit package. "May I help you
eliminate waste of your promotion money?" he asks, and signs off.
Armed with a few copies of his booklet Bob went forth to battle once again. This time
he conquered.
Calling each company beforehand, he asked for, and got, the names of the advertising
managers. Then he simply went up to each receptionist and asked, "Will you please
take this folder in to Mr. Grant? (Or Mr. Jones.) I'll wait for his reply."
<pg. 146>
Doors opened, interviews followed. And on his third try he landed a very satisfactory
job.
The Principles of Sound Portfolio
Preparation: A Summing Up
The portfolio, in common with all other sales presentations, can take various
forms depending upon the content and the kind of job you're after. Your portfolio may be
no more than three or four sheets of typewritten paper, or it may be as large as a
newspaper page, elaborately illustrated and handsomely bound.
We have seen portfolio headlines hand-lettered; we have seen them merely written in a
bold script in white ink on black portfolio sheets; we have seen them typed in large
poster type; we have seen the letters cut out of colored paper; we have seen cut-out
arrows and exclamation points.
Unless you are trying to demonstrate ability along advertising, promotional, or
artistic lines, you will probably not try to make your portfolio an original work of art.
If that sort of thing is fun for you, all right. But cleverness must be clever; simplicity
is much safer. A simple and dignified presentation can be very pleasing to the eye and
easy to read. After all, the form is only a vehicle to center attention on your
qualifications.
Most portfolios are individually typed. Others are mimeographed or duplicated on the
Hooven Automatic typewriter.
Some sort of loose-leaf arrangement makes your portfolio
more flexible. It allows you to remove pages that have no appeal to a
given prospect. Conversely it enables you to insert something of specific value to another
prospect. It also makes it easy to add cover letters addressed directly to each new
prospect.
If the nature of the material in your presentation is such that it can be reproduced
readily, it has added value, because you may then have a number of presentations working
for you at the same time. But in any case, if you spend the time and care necessary to
prepare a good presentation of what you have to offer your next employer, you will have an
excellent base for your whole campaign.
But whatever the form or shape, it must be molded to meet
the requirements of the job. And it should follow that first principle of selling: the
offer of a benefit backed by evidence.
Regardless of their individual differences the portfolios we |
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