Print Brokers and search engines

I keep a close watch on the words and phrases that readers use in search engines to find this blog.  Questions about print brokers lead the pack. I guess I should have figured this out on my own because when I’m asked what I do for a living, and I say I’m a print broker, most respond by asking, “What is a print broker?” They wouldn’t do that if I said I was, for example, a stock broker, or even, as I saw on a television commercial recently, a shrimp broker. There’s something about the conjunction of print and broker that creates confusion, and often curiosity.

Why are print brokers attracted to the business?

I don’t know why others become print brokers, but I did because I wanted to provide better service for my customers. I reasoned that as chained print sales rep I was strictly locked into the capabilities, pricing, and business philosophies of the printer employing me. My customers, however, often needed either print production we couldn’t provide, or a redesign of their job to make it fit our capabilities. Either way I found myself in an awkward situation. What should I do, send them away or frankensteinize their project?

(Don’t bother looking up the word frankensteinize, it isn’t dictionaryized because I just created it, and neither is dictionaryized for the same reason.)

What services do print brokers provide?

In my experience a print broker typically performs these duties:

• Consults with customers regarding parameters of the print order. Reviews and discusses any job particulars that will affect the outcome.

• Suggests ways to decrease cost and/or improve quality depending on the requirements of the project.

• Provides samples like paper dummies, paper swatch books, foil stamps, or any other visuals the customer requires to make informed decisions about the print order.

• Aids the customer in determining and clarifying the specifications so that printers will bid apples-to-apples and identify production problems before they ruin the project.

• Pre-qualifies printers or other providers to determine which is the best match for the job.

• Submits bid specifications to qualified printers.

• Consults with printers as needed to answer questions or address production concerns. This is particularly critical when the job is complex.

• Gathers competitive bids.

• Scrutinizes the submitted written bids to make certain the directions were followed, and nothing added or neglected.

• Submits bid with specifications to customer. This gives the customer an opportunity to double-check the specifications at the same time as they receive pricing. The objective is to make sure all parties are in full agreement about the scope of the job.

• Facilitates the transfer of files, or other art to the printer.

• Works with both printer and customer regarding terms of payment and makes sure all conditions are met.

• Arranges and facilitates all necessary proofing steps.

• Attends press checks. Helps the customer understand the printing process and translates printerese into business normal.

• Arranges for delivery of the product to the required destination.

• Oversees and coordinates all parts of the job, this is especially critical if the project consists of multiple pieces.

• Invoices the customer for the work.

• Pays the printer. The customer writes one check and the broker takes care of the rest.

• Most important–deals with problems that may surface during or after the job is delivered. The broker acts is a shield between the customer and the printer in the event of a disagreement.

What is the most valuable service print brokers provide?

The bottom line is that both customers and printers need brokers. Brokers provide the most valuable service of all, we facilitate smooth communication between customer and printer, and that in itself, prevents a whole raft of problems that could occur. Printing, as I always say, is not an exact science. The process, from creative idea to finished product involves so many steps and demands that every one of them be done right. It is a miracle anything turns out as planned, but despite the odds 95% come out great. It’s the 5% that keep us in the graphic arts industry awake at night.

If I owned a print shop — which I don’t — but if I did, and I wanted to attract brokers to sell for me, I would do these things:

1. Make sure the brokers are fully informed of your capabilities and preferences. By preferences I mean that two printers have identical equipment, but one prefers short runs and the other prefers longer runs. Normally pricing will reveal this to a good broker, but wouldn’t it be quicker if the printer identified their sweet spot right up front?
2. Provide brokers with sales materials, especially if you have a special new piece of equipment or an exciting announcement. Think about this: it is difficult for a broker to take the business elsewhere if they are using your promotional materials to secure a project.
3. Try to avoid competing with the broker unless they are after one of your established accounts. If one of your sales reps has a desire to go to battle over a broker’s customer, hold them back. Open discussion may solve the conflict. Be courteous and discuss it with all involved parties.
4. Be sure to honor the broker’s trade secrets. There are some brokers who like to keep their sources hidden–I’m not one of them. I opt for efficiency. If my customer has an urgent question, or needs to STOP the press I want them to be able to do that. Yes, over the last twenty odd years I’ve had to scrap relationships with printers who didn’t honor the gentleman’s or written agreements we made, and yes, I’ve had customers seek a better price by going behind my back, but the truth is that it has happened very rarely. And in the end, customers and printers who engage in this unethical behavior can’t  be relied upon anyway. It’s good riddance to bad rubbish.
5. Attempt to cultivate them as part of your sales team. Why not? They bring business just like your commissioned reps do. The more involved they are in your company and on good terms with your staff, especially your sales staff the smoother things will go. If they are treated like Darth Vader instead of Luke Skywalker when they come through the door, you lose. They’ll take their business elsewhere.

• Invite them to attend sales meetings from time-to-time, especially ones where there is a special guest or new information to be presented.
• If you have a sales contest, find a way to include brokers too.
• Reward profitable brokers with surprise tickets to favorite sporting events, dinners at local restaurants, or weekend trips to nearby resorts. By the way, it is very easy for printers to trade for these spiffs and the out-of-pocket expenses are greatly reduced.
• If you send your sales reps to a seminar or rally consider sending brokers too.
• Make sure brokers are invited to other company functions.
• If a broker is having trouble landing an account that would fit your particular niche, work together just like you would with your own sales rep to secure the business. This way you both benefit.

The bottom line is that print brokers are really and truly a part of any smart printer’s sales force. The good news is that they don’t receive salary, or commission. You don’t have to match their Social Security, or 401 K. You can keep money that you would have spent on a sales rep’s health insurance, expense reimbursement, company car, and overhead. If you have enough money to provide these benefits to your employees just consider what providing brokers with a nice benefit that is a faction of the cost of employee could do? They are possibly the best investment you can make for sales growth.

If you treat print brokers right, make them feel like they are a part of your team, let them know that they are appreciated you’ll discover an increase in trust. Many of the reasons cited by printers for their unhappy experiences with brokers were created by the printer’s disrespect. Respect the respectable brokers (yes, some brokers should be flushed — but not most — especially those who have been around awhile) treat them as part of your team and you’ll find that many of the problems printers have with brokers will disappear. Think about it. How can a broker be your enemy when bringing you business? You are only enemies when you aren’t fair with one another. Be fair.

I’ve been waiting a little longer than usual to make this post. My last post the top 5 reasons print brokers p.o. printers is still drawing a good response and I didn’t want to lose any readers before proceeding, either that, or I just didn’t get around to it yet. Both excuses are probably true to some extent.

My promise at the end of the last post was that I would toss out some ideas to reduce friction between Printing Brokers and Printers so that both could benefit. That particular promise will have to wait until the next post as I continue to explore the understanding gap that exists in commercial printing sales.

The following thoughts are mine alone. I would really hope that readers would go to the bottom of the post, past the hat logo, tags, categories, and click on comments. This is where you can leave your opinions. I do have to approve which opinions are accepted, but I promise I only delete those who appear to be spam, or who may incite a law suit. Other than that, you can disagree with me all the live-long day and I’ll let it go through.

I’ve learned that my vantage point is rarely the same as another’s. Just because someone doesn’t see things my way,  doesn’t necessarily make them wrong. I like to say, “I could be wrong about that, I’ve been wrong before, and I’ll probably be wrong again.” The world might be a better place if we all let go of the idea that we have to be right, or I could be wrong about that too. See how it works?

I’m going to be addressing printers primarily, because in my experience it is the printers, who more than print brokers, cut off their noses to spite their faces. Again, please feel free to disagree.

In a conversation with a print rep the other day, we agreed that the negativity thrown at print brokers is  often undeserved. Instead printers should look toward their hired sales representatives. A print broker is more vulnerable, and has to walk a tighter line, in other words a broker has much more too risk. Involving themselves in transactions that are shaky can ruin more  than just a certain project.  The name of my company, for example, is Bill Ruesch Print Broker, LLC. If I screw up, I tarnish my name, my company name, and risk  my entire career. A printer’s sales rep on the other hand can botch something big-time and maybe get fired, but they can, and most always do, migrate to another printer where they can start over.

I read a survey a long time ago that concluded that the mindsets of a successful entrepreneur, a salesman, and a criminal were very similar. To be good at any of those three paths there had to be a willingness to accept a great deal of risk. It seems that the riskier the better. Printing company owners, sales representatives, and print brokers all have risk in common, but it is the effect on careers that makes the critical difference.

For commissioned sales people have immediate needs. You can’t feed the family or pay the mortgage if you don’t earn a paycheck. Therefore, they are often tempted to ram a square peg into the round hole. I don’t care how big the printer is, no company can efficiently serve the needs of every customer. The printer needs work, the sales rep needs a commission, and the customer, unfortunately, sometimes comes up short. And don’t say it never happens at your company because it does. See my previous post about withholding information from a customer to the benefit of the printer.

This may sound like I’m being critical of company sales reps — I’m not — I’m only being critical of the marginal ones. To tell the truth I have a great deal of admiration for those who work for one company. I’ve been there, done that, myself. I often wondered why there were few older folks working in sales. One reason is that it is nearly impossible to please management. Either you are bringing in too much work, or not enough, and the line for the exact perfect amount moves daily. The stress is wearing.

I can tell you that as a broker I don’t miss the constant harangue, not at all.

Print brokers make their living at bringing print jobs to printers able to do the job. They work very hard at finding a good fit. Theoretically a print broker will only bring in jobs that hit the printer’s sweet spot. Sweet spot jobs are those that the printer is best equipped to do.

My point is that brokers are more likely to bring work through the doors that is a better fit, and because it is, it usually runs smoother with fewer complications. Doesn’t that have real intrinsic value? It is one of the many invisible benefits brokers bring to the table that are overlooked by printers.

In my last blog entry Credit is Our Lifeblood, Usury is Our Deathbed I criticized the banking and financial industries for passing off PR statements as a  Customer’s Bill of Rights. I suggested some rights that I would like to see instead.  That got me thinking about my own business. What promises am I willing to make to my customers, and what should they be able to expect from me as a printing broker?

Bill Ruesch Print Broker’s Customer’s Bill of Rights

Whereas the customer and Bill Ruesch Print Broker are entering into an agreement to produce a printed product for the customer, the customer can expect the following:

• The Right to be Heard.  The Customer shall be treated at all times with respect and cordiality. All concerns and questions shall be answered promptly to the best of the Print Broker’s ability.
• The Right to Expert Assistance. The Print Broker will advise, consult, and assist the Customer in all aspects of the printing and mailing arrangements, using his experience, wisdom and common sense to place jobs with Vendors best suited to produce the work with proficiency, reasonable cost, and in a timely manner.
• The Right to Free Consultation. The Print Broker will draw on his experience and the knowledge of other professionals to make recommendations  toward improving quality, decreasing costs, and saving time. The Customer is not bound to act on any of  suggestions.
• The Right to be Fully Informed. A bid specification sheet will be prepared by the print broker for every job. The bid sheet forms the blueprint for the job and informs all parties to the scope of the work. It is the Customer’s responsibility to review said specs and make corrections, preferably in writing to keep the job on track and prevent misunderstandings.
• The Right of Mediation. The Print Broker serves as an intermediary between the Customer and the Vendors. While not responsible for the Customer’s debt, the Print Broker will work in behalf of the two parties to assure smooth financial transactions. In the event a problem occurs with quality, timeliness, delivery or any other Customer concern, the Print Broker  shall be available to mediate and mitigate the issue to find an solution acceptable to all parties.
• The Right to have Expert Access. The Print Broker is primarily invested in getting the Customer’s job done right, on time, and at a reasonable cost. At any point in the production or estimating process that the Print Broker sees a need to have the Customer interact directly with the Vendor or other sources of specialized expertise, acting immediately connect said parties.
• The Right of Friendly Support. The Customer has the right to assume that the Print Broker is working in the Customer’s best interest, and will continue to do so as long as the Customer’s demands are moral, ethical, and legal.
• No Surprise Fees. It is understood by the Print Broker and Customer that bid prices are subject to change. Any changes from bid specification sheet that become necessary in the process of the job will require adjustments. The Print Broker guarantees that all fees for his services will be included in bids, and charges for changes. The Print Broker is committed to a no surprise policy.
• No Long-Term Contracts. Unless otherwise agreed, Bill Ruesch serves the Customer on a project-by-project basis. The Customer is not obligated to hire him for future jobs unless it suits the Customer to do so.

The above nine rights are flexible, in that if any of the readers have suggestions or recommendations for changes I would like to hear them. When my Bill of Rights solidifies I will keep it on my website as a continual promise. And that’s a promise.

As a printing broker one of the most difficult challenges I face in trying to determine bid specifications is paper. Why paper? Because most people have no idea how many different kinds of paper are available. Usually I have to resort to questions like, “Does it feel about the same as the paper in your office copier?” Or, “Is it more like poster board?” These questions at least get me in the ballpark. Then maybe I can start pinning it down by asking about the surface of the sheet. “Is it smooth, or textured?” “Is it shiny, or flat?” “If you scratch it with your fingernail does it leave a shiny spot?” “If you hold it up to a light source can you see a watermark?” Anyone in the printing business will understand what I am talking about. It’s like a game of twenty questions, particularly if we’re speaking on the telephone.

Here is something funny–I was discussing a job with a customer the other day–and to help me determine the weight of the paper, he flipped the corner of the sheet over the mouthpiece. When I asked what he was doing, he half-seriously said, “You [Bill] have been in the business for so long that I thought you’d be able to tell how much it weighed by the sound.”  That was a first. I’ve had customers expect me to read their minds, but never has one asked me to identify the weight of paper by the sound.

Of course, the easiest way to figure out what kind of paper a customer wants to use is to have them provide a sample. Usually the stock will become immediately evident, but then there are those occasions when it is not a domestic sheet and importers don’t carry it either. I had that problem once with a local company who represented a skin care line of products manufactured in France. They produced a paper sample that neither I, nor three different paper merchants could identify.

Some of the problems come from the paper industry itself. Paper has been around a long, long time. Just like a foot became a length of measurement by the King’s shoe print, paper weight had rudimentary methods of comparison. How many shovel-fulls of this or that went into the mix. For example here is a list of some weights you may encounter when buying printing: Cover, Text, Book, Bond, Ledger, Tag, Duplex, Blanks, Bristol, and Index. To make it more confusing you can buy 80# Cover, or 80# Text but they aren’t the same thing–not at all. 80# Cover is heavy more akin to poster board, and 80# is similar to your office stationery but probably a little heavier. People will often say something like the paper is  eighty pound and be sure they answered the question, until I ask, “Cover or text?” That’s when they get stuck.

Most stationery is printed on bond and you can often recognize it by a watermark. A 24# bond sheet weighs about as much as a 60# offset. Confused? We haven’t even gotten started yet. No wonder customers can’t figure out what they want the printing/paper industry has made it impossibly difficult. Not on purpose, but there it is.

If your job requires interaction with printers, I have some recommendations to simplify communications:

1. Always try to provide a sample of the paper you would like to match.
2. Create a paper sample book. Put various papers in a binder and label them with their weight, finish, and color. By doing this you will have a ready reference to help you.
3. Watch for paper that crosses your desk. It might be direct mail, catalogs, or invitations. Slip them into the pocket of your binder if you like them and have your rep identify them later.
4. If you find a paper that you particularly like and want to use it often, ask your print rep to get you a swatch book to keep with your binder. The paper mills put them out to display their wares and they will show you all of the weights, textures, and colors that the paper comes in.
5. In many markets, the paper merchants will conduct seminars to teach customers about various aspects of paper like weight, thickness, surface, and brightness. Ask your printer if there are any learning opportunities like that in your area.
6. Avoid using phrases like, just regular paper, something cheap, you know what we like, or something like we did last time. Honestly we want to help, but most of us in the printing business are terrible at reading minds.