Entrepreneurial Etiquette (Or How Not To P*ss Other Coaches and Entrepreneurs Off)

Jun 4, 2014


There is no doubting that in the coaching and entrepreneurial world, building fantastic and trusting relationships with others can help you in a multitude of ways.  This includes being involved in fun joint ventures, increasing your profile, positively sharing the work of others, serving your audience and ideal clients, and an increase in clients as well. Being brave and reaching out to other coaches and entrepreneurs you admire to be involved in things such as a telesummit, an interview series, a podcast, or to become an affiliate, is a wise use of your time.  Big tick to that.

It’s only wise however if you do the reaching out part well, which I honestly believe is not that hard to do if you follow some basic entrepreneurial etiquette.  Despite this, I am seeing and hearing examples all the time where other people are being approached to participate in projects, interviews and more, and managing those in ways that sometimes confound belief – and potentially damage reputations in the process.  Things such as asking guest posts be written in two days, not being upfront with what is truly involved in a joint project, wanting to be paid an affiliate fee after referring someone when no affiliate program exists, and people requesting testimonials from those they have had no prior contact with.

Every one of the examples I give below has happened to me and I know these instances are not isolated.  An amazing private group of coaches I am a part of is reporting to each other that particularly over the past year, the number of approaches from others in the coaching and entrepreneurial world that make terrible assumptions, demands, shift gears mid project, or are not fully upfront, is quite rampant.  And that’s truly a shame because not only does it mean that what is in all likelihood a very genuine person asking for something they want – then not going to happen, it also has the potential to create ill feelings and even a shutting down from being involved in amazing joint undertakings.

This doesn’t need to happen.  You can build incredible professional relationships with others that can absolutely take your coaching or other business to a whole new level and by way of reaching out, make others view you in a way that clearly shows you are professional, warm, engaging, upfront, and make someone want to keep their connection to you an ongoing one.  And you can really go a long way to literally not pissing someone off and wasting their time too!

Here’s how…

Do not ask someone to turn their camera on if you have told them your interview is going to be an audio one.

An audio interview means an interview that is conducted with camera off, even if someone is not being visually recorded and you just want to see them.  You never know what situation they may be in and how difficult it might be for them to turn the camera on.  They may be in their pj’s, have baby spew in their hair, or be propped up in bed with a cup of tea – all ready to talk to you – but not be seen – because they didn’t think they were going to be seen.  It’s unnecessarily putting someone on the spot.  If you wish to conduct an interview with camera on – even if only being audio recorded – ensure you state that in your initial request – and you will likely get a positive yes.

Be upfront.

If you have requests of someone such as you would like them to share what you are doing together on social media, or that you need them to provide you with something, or that you wish for them for to send a dedicated email to their newsletter list – don’t state these things after they have said yes or you have even started to engage.  State them in your very first approach so they have every piece of information they need to make an informed decision.  Not only will this save you a lot of time, energy and effort if someone has to say no further into the process because they either cannot or do not want to meet your requests, you will have an undoubtedly happy receiver on the end of your email as they will know they are dealing with someone who is professional, straight forward, and outstanding clear in what they want.  Please note that it is ok for you to have requirements of any joint venture or project you want to do.  It’s just not ok to be secretive, withholding or not upfront about them.

Do not ever use the line ‘This will be good for you’ or ‘I know this will bring you clients or sales’ in any approach you make.

You do not know that and cannot make that assumption.  Such things do not need to be said.  Just ask politely.

Do not refer someone and then ask for an affiliate or referral fee for doing so.

If you referring people to someone else is dependant upon you getting paid, do your own research and see if they have an affiliate program you may be able to be a part of.  If it’s not clear, then by all means politely enquire if they have one.  Note the word ‘enquire’ and not assume.  Not every coach or entrepreneur has an affiliate program for all or even any of their services, and they owe neither you or anyone else the right to access one if they do not want to do so.

Don’t request to speak to someone in person, via Skype, or over the phone if you are not prepared to give all information about what you are doing, what you want, and what your expectations of them are clearly given first.

It is not ok to get someone to commit to time with you to only then reveal these things at a later stage.  You make it much harder for someone to feel like they have the time and space to really consider how the opportunity fits in with their business and schedule – if it even does.  This is – if not handled well – a form of ambushing that I’m yet to know anyone feel great about.  Don’t be that person.

If you want to be taken seriously do not reach out for someone to be involved in something via messaging on Facebook, asking them to email you on Instagram or a tweet saying ‘Yo let’s DM!’ on Twitter.

If it’s important to you – do things properly and go to their contact page on their website and email them.

Keep in contact.

If there is a delay of any kind that means something is not going to happen in the timeframe that you originally said it would – don’t make someone chase you. Reach out and let them know there is a delay, (totally ok and happens to the best of entrepreneurs all the time), and that you will let them know as soon as it’s happening.  It’s not a nice feeling when someone gives up their time and expertise and then weeks or even months later realise that they’ve never seen the interview you did with them on their blog, or that guest post go live, forcing them to reach out to you to ask what may have happened and if indeed it’s going ahead at all.

Do not let the person you have engaged with find out that what you have done together is live without informing them first.

You have a much better chance of them feeling really great about what you have done together if in fact they find out about it from you, rather than either seeing it pop up in their Facebook news feed or worse still – not seeing it at all – and missing it all together.  They could have given you great support and sharing that you’ve entirely missed out on.

Give people time.

If you are reaching out to someone really amazing that you’re excited to have as part of your project, it’s a given that they are going to need at least three weeks to be able to send you answers to an interview, schedule something in their diary, or read and review something for you.  Note the words here ‘at least’ and in fact the more time you can give someone to do something for you the more likely you will get a yes response. Contacting someone and expecting them to do something for you inside a week is not only likely to not get you what you want – it’s a little arrogant as well.

Respect the word no.

And please do not take it personally.  There are some entrepreneurs and coaches who receive large numbers of requests to be involved in things and it’s simply impossible for them to say yes to them all.  And it’s not just about volume either, sometimes for reasons that are unknown to you, (and may remain unknown), things just don’t fit into their schedule, work, timings.  This has nothing to do with you or the quality of what you may be proposing.  It’s simply where they are right now.  Don’t ask them why, make them explain or hound them to change their mind.  Not everyone you approach is going to say yes and it simply makes way for the next brilliant person who is meant to come your way.

Do not ask someone to read and give you a testimonial if you have had no contact with them prior.

We all know that social proof is a very important component of online business, but the giving of testimonials is something that needs to come from a trusted and established relationship and should not be something that you ask of people without careful thought and consideration.  This is especially the case if what you are asking them to read or engage in is going to take them a lot of time.

Be mindful of making any approaches for things such as interviews or guest posts if your online space is extremely new and not very established.

Not only are you much better off concentrating on building your own voice and having your ideal clients hear that, (rather than someone else’s), without an established web presence you’re making it very challenging for someone else to really know who you are, what works well in your business and what your ideal clients most want and need.  Keep remembering this is all about service right?  Right.  It’s what your ideal clients want and need that comes first.

Be gracious and beyond appreciative if asking for products or donations for free or at a greatly discounted rate.

While I am not a product based business and cannot speak on behalf of them, what I do know from having many business coaching clients who do have this type of business is that they receive requests to donate prizes, offer discounts and give away product – all.the.time.  Please, please be extremely respectful if you are going to make an ask of this kind and do not assume that it is easy or cheap or accessible for them to give something to you.  It may be some of those things and very worth their time – but it also may be very hard for them and something that requires great thought and consideration. And it goes without saying that you must must mention very clearly what you will do for them in return for their generosity.  If you don’t know what that is or hadn’t even thought that necessary?  You shouldn’t be asking anyone for anything.

If you feel it necessary to ask someone the size of their newsletter list before you work with them, be prepared for no response or a no response.

If you want to ask this question – that’s ok if it’s important to you.  However, for many other people it’s not the most important reason why they would choose to engage with someone.  I’m one of those people.  Many people may see you questioning the size of their list as something to be wary of, as it can be taken that they believe your list size is of more importance than who you are, your skill, knowledge, and what you have to offer.  Clearly this ask is one whereby the person requesting is looking to ensure that you will share your work together in a way that is going to benefit them.  The bigger your list – the supposed bigger result for them.  However I’m not sure anyone really likes to be asked this question, give an honest answer and then be told – sorry – you’re not big enough.  Not so great a feeling.  Ask it if you want, but if list size is that important to you consider doing some serious investigation of the person you want to connect with via their newsletter and social media channels, both of which can give you a very sound idea of the level of reach they have and if it meets your needs.  Do also consider that someone may have a small list but an incredible amount to offer you, your project and your clients that no one else has and that could be worth a great deal more to you and the people most important to you in your business than them sending an email to their database.


I’d love your thoughts and inputs on this entire topic and I do appreciate that this of course is just my perspective.  It’s the perspective though of someone who has gratefully been fielding requests to be involved with projects every week and for many years now.  And I’ll never want them to stop coming.  Just to maybe them stopping coming with lots of assumptions, demands and veiled requirements and with a lot more honesty and authenticity.

Have you been approached by another coach or entrepreneur in a way that left you cold?  Ever been ambushed or had an experience where you said yes – only to be told what you would ‘really’ have to do or give?  Been caught in your pj’s and asked to turn your camera on when you believed you weren’t going to be seen?  Or maybe you have had some amazing experiences where you have been approached beautifully and with great professionalism and respect.  Let’s hear them all – and with no naming and shaming please.  This is not about attacking people – it’s about learning and developing better connections with each other.  And also realising of course that there are exceptions to all of the above, such as knowing someone really well or them being a pro buddy or friend of yours.  ‘Etiquette’ in such circumstances is more relaxed due to an established relationship.  This is all about approaching people you may not know very well or might have had only a small amount of contact with.

I know I’ve had both ends of this experience – and some have left a lasting impression with me – both good and the not so good.  Love you to share your thoughts and also share this entrepreneurial etiquette guide with others if you think it helpful for them.

The more we can all get this right for each other – the more we can serve our clients well with amazing joint projects and relationships.


  1. Kate // Summersalt Life

    I totally agree with the contact over social media point. Many times I get asked over Instagram and sometimes Facebook to email them. The way I see it, if they don’t have time to visit my website and get to know me, then it’s going to be one sided all the way. The most cringe worthy one I have had is someone posting on my Facebook page asking if I can share their business with my followers. I had no idea who they were!
    Great article Julie.

    • Julie

      Thank you Kate! It’s so often the smallest of things isn’t it?
      How utterly crazy that someone would think that reaching out via social media and asking YOU to email THEM was the best foot to put forward in wanting to build a relationship with someone like you who is an amazing entrepreneur. It confounds belief to me that anyone would think that was the right path! Clearly it’s not, but a simple email straight to your inbox that took the slightest bit more care and time might have just netted them the result they wanted.

  2. Monique Parker

    Great article!! I have definitely over-committed myself to projects in the past (often unexpectedly) and have now found it best to let people know upfront how I want to roll, especially if they’re not forthcoming on some of the details. eg. “Your project sounds amazing and I’d be delighted to be involved! Due to my busy schedule, I’d like to let you know upfront what I can commit to in terms of participation/promotion so that you can assess if this feels right for you before we hit go on our collaboration….”

    • Julie

      Me too Monique and what a great response that is! Mine is very similar and all along the lines of – please do tell me what you really want and need and then I can make an informed decision. It would be GREAT though if this was all in the first approach. Would save us all so much time.

  3. Michelle Marie McGrath

    So well expressed Julie! I’ve experienced soooooo many of these types of approaches and in particular the old chestnut ‘this will be so good for you’ that leaves me speechless. So so rude and off putting. I’m constantly amazed at the ridiculously short lead time that people provide for their projects – and then if they’ve not received a response within 24 hours – a further email asking ‘Did you get my request?’. I wrote a guest post a while back about the golden nuggets I receive in relation to product requests. I was so fed up of the way people go about it – seemingly successful, professional people who then appear to have little common sense in how to approach someone with a request. Will certainly be sharing this valuable post you’ve written. Thank the lord! 😉

    • Julie

      Thank you for sharing Michelle – and oh my yes. Tone and time. Tone and time! They’re both so key here.

  4. Kate

    Great article Julie! Gosh, even in my very limited experience I’ve been burnt by this. Offered a lot of time and knowledge for a project in exchange for something that would have been beneficial for my business and never heard from them again. Feeling used is definitely not on my warm and fuzzy list of feelings!! xx

    • Julie

      Ugh – that’s awful Kate and probably the worst or leading towards the worst of end results in this arena. It’s just not ok and the thing that entirely baffles me is how people think they can do that to someone and not then believe it doesn’t have ripple effects. It’s not about retribution of course but more the fact that you could never see that person – or even trust them – ever the same way again. And in the entrepreneurial world – if you don’t have your reputation – my question would be – what do you have?

  5. Kate

    Such a helpful article. I am at the other end of the scale. A newbie with a brand new website. As yet I haven’t approached anyone, because as you so rightly state it is really important to find your own voice and be in the rhythm of expressing it consistently so your peeps can get to feel who you are and what you have to offer. I would at some point love to collaborate with others, and so thank you for the advice. I would hope instinctively that if you have a really good intention and as you say you really research who you want to collaborate with and do it from a heart-centred place of service, rather than just a list building place then you will be respectful and gracious in the process. Thanks for the helping us all be better.

    • Julie

      Thank you Kate – and you’re so welcome. Just the fact that you are even thinking purposefully about these sorts of things tells me that you are likely to get it right every time.

  6. Naomi Arnold

    Awesome post, Julie. I’m a newbie to the entrepreneur world and it amazes even me that people try many of the tactics mentioned. I would think that most of them are just common sense and common courtesy – but it would appear not! I guess it would be easy though to get so focussed on your own business that you feel so passionate about – that you sometimes forget that the person you’re approaching is a person, a real human being – and not a business or list size or opportunity. Thanks so much for pulling this together – it was not only a nice reminder of things for me to mindful of when I’m ready to start approaching people, but was also a nice little warning of things to perhaps be conscious of when others reach out to me wanting things also (to protect myself and my time).

    • Julie

      You’re SO right Naomi and thank you for such a great comment. We do need to make sure that we see each other as people first – all with hopes and dreams for our businesses and place in the world – and a potential ‘opportunity’ second. As long as we do that and follow some basic guidelines I don’t think we can go wrong.

  7. Ainslie

    As a new person about to reach into this coaching/entrepreneurial world, I have very high expectations of myself and believe that conduct plays a paramount role in the excellence of what I provide. So I found myself saying “a huh, a huh” to all of your points listed. It is a fact that these types of issues occur, but I think it is a very well illuminated list for everyone to become aware of and in the end will only push others into their personal excellence which is a wonderful thing.
    We are all about kindness and love, but I also think that kindness and loves sometimes needs a little reminder of correct etiquette. Thank you for setting wonderful standards for our industry x

    • Julie

      You’re so welcome Ainslie and good on you for really thinking about this and ensuring you approach with care and great standards. It sounds in some ways to be so hard but it’s truly not. And yes – it’s all about kindness and love. Indeed.

  8. Angela

    Such a valuable article Julie – thank you. I have inadvertently committed a couple of these faux pas in the past- especially the one about video skype for an audio interview simply because I do like the visual connection, and I had not considered how my interviewee might feel about that – gulp 🙁 I’ll be referencing this many times as I move forward Julie – really helpful 🙂 x

    • Julie

      So glad it was helpful for you Angela. I love both pure audio and video interviews – either is great with me – as long as I know which one is which upfront! Thanks for stopping by and keep up all your amazing work. It’s brilliant.

  9. Sonya

    Brilliant article Julie! Thank you so, so much for writing this. These etiquette tips are pure gold. When much of our business and initial contact with people is online these days, it doesn’t take much to form a poor impression. Reputation is everything as an entrepreneur, it’s good to be reminded of how to develop a good one! x

    • Julie

      ‘Reputation is everything as an entrepreneur’ – ain’t that the truth Sonya! So glad it has been helpful for you.

  10. Rashida Tayabali

    Thanks for this great article Julie. I’m a newish business also running a blog as part of it and I’ve received the “how large is your email list”? Although I felt quite demoralised when the answer was no to a sponsored post we found another way to work together. Definitely an article worth bookmarking for future!

    • Julie

      Thanks for stopping by Rashida. The question about list size is a really tricky area and something that I feel after being in business for more than ten years, has only seemingly become important to people in the past maybe 1-2 years. For something such as a sponsored post where $$$ is exchanging hands I do understand that list size and the resultant exposure it can bring is likely to be important – so despite the fact that part of your connection didn’t work out, you finding another way to work together is brilliant.
      Where I feel things get really sticky is when people reach out entrepreneur to entrepreneur and seem to my mind to be a bit obsessive about list size. I get that a really established entrepreneur with a big list that they have taken years to cultivate might not and likely would not want to partner with someone who is just up and coming. Totally get that and it’s fair enough. More than anything though it’s the way I hear people asking about such things. It’s risky to my mind for any person to reach out to someone else – ask their list size – and then if not ‘happy’ with that figure – say ‘Actually I’ve changed my mind and don’t want to work with you now.’
      The resultant slap across the face feeling that can leave someone with is put frankly – pretty bugger me awful – and if just handled better really doesn’t need to happen.

  11. Renee

    What a fantastic article! I have been approached a number of times and have had both great experiences and some not so much.
    What particularly gets me is how people approach for a project but are obviously not really interested in what you do as they don’t follow you on social media or know the varied skills or services you have. It’s like they have picked you name out of a hat for their own purposes. I think Kate said it well… you feel used.
    And when I start to ask for contributions or collaborations I will be sure to use your etiquette guide… Thanks Julie xx

    • Julie

      Thanks Renee and yes indeed. Researching people well and showing a genuine interest in what they do? A must.

  12. Claire | This is Lifeblood

    Wonderful article Julie! And not just for the “nod-alongs” (of which I had a few!) but also as an authentic and valuable resource for those of us early on in the game. Common sense goes a long way, but these kinds of tips are incredibly useful. Thank you! x

    • Julie

      Thank you Claire! So glad it’s helpful and hoping it can be a resource people refer back to often.

  13. Nic - A Spectacular Life

    Julie I loved this.
    I was shaking my head to a lot of it, more out of disbelief that people would actually DO those things! Obviously they do, but thankfully all of my connections so far have been authentic, polite and worthwhile! Maybe it’s a little naive to think that they are all like that – but my eyes are definitely open now.
    I think it’s an important discussion to have seeing as so much more of our communications these days are online, rather than face to face and it’s so great to have this as a reminder for future reference.
    I think you pinpointed it exactly when you said “The more we can all get this right for each other – the more we can serve our clients well with amazing joint projects and relationships.” Amazing!
    Thank you xx

    • Julie

      I think you’re on to something there Nic – one of the reasons this may be happening a little too often is because we have the shield of email and the internet and social media to cover us. Therefore maybe people think they can be a little more brazen. Who knows! Glad you enjoyed.

  14. Catherine

    Oh Julie, I LOVE your wisdom – especially for us newbies! THANKYOU for your gorgeous generosity. As a newbie (and 2014 bschool grad) i have all these ideas up in my noggin’ (& on worksheets) about engaging with other coaches and people who’s target market may be similar… but i have always thought that i would approach and work with people as I would if i were starting friendships (and hope that some of these working relationships lead to friendships). As in, being respectful, on time, not being a busy body, not being cut throat and salesy, NOT JUST in it for the money (more fb likes) etc. SOme of your points i thought “wowza do people seriously do that?!!” I guess i love creating and fostering new relationships regardless of business, but in doing it for business (a new thing for me) i would want to do it like i would for social/personal reasons and have everyones interests at heart. Fantastic read as always, so much juice! xxx

    • Julie

      Thank you Catherine – and you’re welcome. Yes indeed – people do these things for sure but let’s hope that this may help for some things to change. With people like you coming up as new coaches I am sure that will be the case.

  15. Simone

    This was a great read and one I will reference again. I have been approached for interviews locally, and have had the experience of being expected to drop everything right here and right now in order to do the interview which at the end of the day is doing the journo more of a favour than it would to me. Quite stressful and put a sour taste in my mouth when actually conducting the said interview.
    On the other hand, I haven’t really had the guts to reach out to other people for interviews or other collaborations yet, so knowing what not to do is a great help for when I eventually do!

    • Julie

      Thanks Simone – and I wish you all the best with reaching out to other entrepreneurs. It’s so often VERY worth it.

  16. S

    I feel like as a coach or business owner you would simply get really clear about what you want from your experiences in your business e.g I want honest experiences (so you would be told if you were been filmed), and then affirm these wants every day. After all, isn’t that what coaching is all about, breaking free of the “shoulds” and “don’ts” and realising that you cannot change others behaviours or actions, however you can change your own. xoxo

    • Julie

      Thanks S – that’s an interesting perspective. I feel like I am very clear in what my expectations are for engaging with others, but that doesn’t mean others have the same or will meet them, which simply means we are not meant to work together. I cannot change anyone and have no desire to, but I do believe that building great relationships with others is about more than just saying you want that to happen and affirming it to be so. It’s about the actions of two people who respect each other and the resultant communication and behaviour that comes with that.
      And to me this is not about coaching clients – it’s about professional etiquette within the entrepreneurial arena. A very different thing!

  17. Chloe | You Can Go Your Own Way

    Thank you so much for this article Julie – needed to be written! I’m a newbie to this online world and haven’t reached out to anyone as yet, but have been doing a lot of research on how to go about it. A lot of the suggested approaches I’ve found astounds/shocks me – especially the ‘this will bring you clients/sales’ one. This technique just energetically didn’t sit right with me – I’m so glad to hear that it doesn’t sit right with others either! Thank you for your wisdom and for helping us all build better relationships and businesses together!

    • Julie

      You’re SO welcome Chloe and I’m really glad as a new entrepreneur it’s been helpful to you. Yes indeed – to get people ‘over the line’ I think they make lots of claims that they really shouldn’t. It’s truly not needed as if energetically people are a right match for each other – it’s not about hard core ‘gets’ like that – it’s about building a mutual connection and relationship that serves both of your clients.

  18. Alicia

    Thanks so much for this Julie. I have worked on collaborations with people – some have been amazing and others haven’t. Having said that, I want to come from the other side of the coin as I have been approaching some people recently to work on a project and I was really concerned if I was doing things correctly. Your post clarified a couple of important points for me which I didn’t think of at the time of excitement and contacting a couple of people. I have learned so much from the process and will take everything onboard moving forward. Thanks again and have a deliciously beautiful day x

    • Julie

      That’s great Alicia – so glad it has been helpful for you and good luck with your new relationships and ventures.

  19. Julie Nelson

    This is so good Julie,
    Many of us have experienced this and in the past I have got myself in to a fix because my boundaries were not clear and I do struggle to say no. I am much better with saying no now.
    Being ourselves, authentic, open and honest is always the best policy. I have been so overwhelmed at times by people being so pushy, I simply stopped responding and deleting emails and people.

    • Julie

      I believe you are so not alone with these experiences Julie – SO not alone. And of the real shame is that someone amazing like you and the products you have then shuts down and is wary of working with others. We really have to try and make sure when engaging with each other that is not the dominant feeling that people are left with!

  20. Karina Ladet

    Great article, Julie! I love these examples and I often find that because we are online some of the normal IRL rules don’t apply. Maybe I’m a bit old school but being kind and respectful is SO important. This is why I love your work so much. You are such a solid and real coach and inspiration. No smoke screens or hype just lots of value and such a generous soul. Big hugs, Karina

    • Julie

      Thank you Karina! Absolutely NO smoke screens here.

  21. Marinda

    Great post, Julie! Oh, the amount of times I’ve heard ‘I know this will bring you clients or sales!’ It needs to stop.

    • Julie

      Yes – that’s a beauty isn’t it Marinda? I appreciate that people may truly and genuinely want that to happen for someone they would like to work with – but saying that it WILL happen and also is often a reason for someone not to get paid, or for them to have to give a lot of themselves or products – is never a given and it just shouldn’t be said in that way. Of course great exposure can lead to many things and should never be underestimated but we have to be honest with each other and not make claims that may in fact not be likely at all.

  22. Elizabeth Rose

    Fantastic post Julie! The list factor is something I’ve come up against. I was looking forward to reaching out to an established blogger/entrepreneur, but was quickly disappointed when she posted her prerequisites for guest interviews…a list that was far larger than mine. I do understand where she’s coming from, and other established bloggers who are stretched for time, but it certainly left me feeling deflated and like a little fish in a big sea. However, stating this on your blog as she did, rather than personally asking for someone’s list and then shutting them down, is definitely a better way to go about it 🙂

    • Julie

      Hey Elizabeth – yes, you’re right. Even though I know deflating I’m pleased for you that she was at least upfront and I have seen even some people mention their requirements for accepting interviews or guest posts on their contact page which I actually believe to be a great thing to do – as it is being very upfront and clear. However, it of course can be a bit deflating – but please don’t let that stop you. It simply means that someone is at a different stage to you and undoubtedly you will be there very soon too.

  23. Nicole // Health & Life Coach

    Thank you for taking the time to write this informative article Julie. It will be a great resource that I return to time and time again. I believe people can work beautifully together if they go into it with a genuine heart and proper etiquette which you have so simply and straightforwardly stated.
    Thanks again,
    Nicole x

    • Julie

      Thank you Nicole – so glad you found it helpful.

  24. Laura Simms

    Wonderful guidelines, Julie. I will be sharing this post!
    One type of request I get a lot that is similar to list size requirements is marketing requirements. “Come be in my tele-summit, but only if you send one solo email blast, mention it in two newsletters, and on social media 5 times.” I don’t think this is the best approach. As a personal rule, I decline all invitations that mandate how I market to my own community. To me it feels like an issue of trust; the same marketing formula doesn’t work for every business and list, and I’d rather be entrusted to spread the word as I see fit. After all, nobody know my peeps like I do!

    • Julie

      Yes Laura x 1000! Those sort of requests are becoming much more common too, and while someone may have a very defined idea of what they want – as you say – it might not necessarily be the best for your followers and subscribers. And I think in many ways this is where the ‘real’ reason many tele summits are taking place, comes to the surface. They’re list building exercises. And therefore the primary push/reason behind why someone reaches out to someone else with marketing ‘guidelines’ and to be involved in them is so they can grow that. And while there is nothing necessarily wrong with wanting to grow that part of your business, I do wonder if what I personally consider the reason things like this should be done – service of clients – gets buried and forgotten.
      Thank you for sharing!

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