The prospect’s email came in around four o’clock Wednesday afternoon. She had a question about Microsoft licensing — specifically, whether she should upgrade to a particular premium tier now, or wait until she had a new managed services provider in place. It was the kind of question a careful person asks. She had clearly thought about it before sending.

What caught me wasn’t the question. It was the way she framed it.

She added, near the top of the email, that I didn’t have to answer if it meant giving away expertise for free. She phrased it gently. Almost apologetically. She was, in her own polite way, giving me permission to not help.

I think I had been working in this business for about an hour before I formed the instinct that now runs everything. The instinct is: when a prospect offers you a graceful exit from being helpful, the right move is to politely decline the exit.

So I declined it.

I didn’t email her back. Email was too slow. I texted her instead — she had a personal number on her email signature, and she had given my sales rep her cell weeks earlier, so I had it on file. The text was three sentences. The first sentence said I got your email — no way, no how — keep the questions coming, that’s what we’re here for. The second sentence said I was researching her question and would have a thoughtful answer for her shortly. The third sentence said, almost as an afterthought, I also just wanted to make sure you had my cell number.

I did not plan that third sentence. I had not, at any point in the conversation up to that text, intended to give her my cellphone number. The moment was right and the sentence appeared, and after I sent it I closed the thread and went back to work.

That was Wednesday afternoon.

· · ·

The next afternoon, a longtime client of ours got a call. She had been an Indevtech client for over twenty years. The prospect — the same one who’d sent the licensing email — had called her as a reference.

The conversation went long. The reference and the prospect had been on the phone for nearly an hour by the time I heard about it, which was about ten minutes after they hung up, when the reference called me directly to debrief.

She was a little emotional on the phone. She apologized for it almost immediately. She said she hadn’t expected the reference call to surface what it surfaced. Talking to a stranger about what twenty years of working with the same provider had felt like had snuck up on her. She found herself articulating things she had felt for a long time and had never said out loud.

She told me, and then she told me what she’d told the prospect.

The line that stuck with her, the one she repeated back to me twice, was that we never make her feel stupid. She said the prospect had been worried about asking too many questions of a future provider, and the reference had told her something to the effect of: however many questions you have, however basic they sound to you, you can ask them, and you will not be made to feel stupid. And then — and this is the part I keep thinking about — she told the prospect, unprompted, that Scott would probably even give her his cellphone number if she asked.

The prospect, the reference told me, paused on the call for a second and said: he actually already did. Yesterday.

That moment is the reason I’m writing this down. Because the reference had not been told about the text I sent the night before. She had no script. She was not relaying a marketing line. She was predicting a behavior — based on twenty years of pattern — and the prediction had been confirmed inside the prospect’s own inbox before she made it.

The reference, in other words, knew something about us she had never been told and had no way of having heard. She knew it because she had watched it operate, repeatedly, over twenty years, until it became something she expected.

· · ·

I want to be careful here, because the easy version of this story is the wrong one. The easy version is that I gave the prospect my cellphone number and it worked. The easy version is a piece of marketing where the founder describes the move and quietly congratulates himself on knowing the move. The easy version has a beat about going the extra mile, and a beat about being available, and a beat about how relationships are everything.

The easy version is not actually what happened.

What actually happened is that the prospect explicitly gave me permission to be less helpful, and the instinct that has run my whole career declined the permission, and the gesture I made in declining the permission turned out, twenty-four hours later, to be a behavior an unrelated person who has known us for twenty years could predict without ever being told about it.

The piece is not I gave her my cellphone number. The piece is somebody who has watched us for two decades could have told you I was going to.

That distinction is the entire thing. It is the difference between a behavior somebody performs and a behavior somebody is. The first is marketing. The second is observable, by anyone who watches you for long enough, without you having to make any claims about yourself at all.

· · ·

There is a strain of sales orthodoxy that warns against this kind of move. It says that answering the prospect’s question before the contract is signed is free consulting, and free consulting is leakage, and the disciplined operator withholds value until the prospect has paid for the right to receive it. The strain is not crazy. There is a real version of free consulting that costs you money, and there are operators who have given away enough that they ended up training their own competition for nothing.

But there is a distinction inside that warning that the warning itself usually collapses. The free thing you should withhold is the answer to the technical question — the architecture, the implementation, the engagement. The free thing you should never withhold is the relationship. The five-minute reassurance. The cellphone number. The texted no way, no how, keep the questions coming.

The answer to her licensing question, when I delivered it later that night, was thorough. It took me about forty minutes to research and another twenty minutes to write up. That work was not free in any meaningful sense — it was an investment in a relationship that, if it became a paid engagement, would produce a return on those sixty minutes many times over for many years. If it did not become a paid engagement, the sixty minutes would have produced a person who remembers, the next time she or someone she knows is shopping for a provider, that an MSP CEO once spent an hour on her question for nothing.

The cellphone number, on the other hand, did not cost me anything. The cellphone number was free to give and is free to maintain. The cost of receiving the occasional unscheduled call from a person who needs me is so low compared to the value of being the kind of operator who can be called that the math is not interesting. The decision is not a decision. It is what the work is.

· · ·

The reference, at the end of our call that afternoon, said something I’m going to write down here so I don’t forget it.

She said: It’s in the bag, Scott.

She did not say it because of the cellphone number. She said it because she had just spent an hour articulating to a stranger what twenty years of working with us had actually been, and she had heard herself say it, and what she heard herself say had — for her, in that moment — clarified something she had felt for a long time and never put into words.

I don’t know in the moment whether she’s right about a deal. References tell you a deal is in the bag fairly often and they are not always correct. Deals close or they don’t.

But the part of the afternoon that mattered was not the prediction about the deal. The part that mattered was watching a relationship — a twenty-year relationship that I had never thought of as something that needed marketing, that I had simply had the way you have a long marriage — turn out, when held up to the light, to contain a whole set of observable behaviors that someone who’d watched it from the inside could describe to a stranger and use to predict the future.

The cellphone number was one of them. There are others. They aren’t in any brochure. They never have been. The reason references work in our business, when they work, is that the things references actually say are the things marketing doesn’t know how to say without ruining them.

You can’t write we’ll give you our cellphone number in a sales deck. The moment you do, it stops being a thing about you and starts being a thing you’re claiming about yourself.

The only way you get to be the operator references describe is to keep doing the work, for a long time, without ever describing it yourself.

And then one afternoon, twenty years in, somebody calls you to tell you what someone else said about you on a reference call. And you write it down — not for the marketing — but because for the first time, you can see the shape of something you’ve been doing the whole time without ever looking at it directly.

The cellphone number was one of them.

There are others.

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