You discovered Active Collab and you’d like nothing more than if the whole team switched to it. Unfortunately, that doesn’t depend on you but your boss.
To help you, we’ve put together this handbook that will help you convince your boss to use Active Collab.
How not to do it
You: Hey boss,
Have a minute? Great. I just found this nice app. I really love working in it and think the rest of the team would also. It lets you create tasks, comment, create invoices ,track time, run reports, add labels, send emails, create discussions, receive notifications ... [and so on] ... and change backgrounds photos.
It's $49/month, and if we pay for the whole year we get 2 months for free. We can also buy the software and host it ourselves. We'll tell our admin, you know John, to install it on our server. Or we can just use the cloud. In that case, it'll cost us $490 for the whole year.
Anyway, it looks really nice. It's spelled A-c-t-i-v-e C-o-l-l-a-b, two words. Check it out and let me know what you think.
What’s wrong with this approach, you may ask?
- He comes unprepared. Even worse - the boss is unprepared.
- Nice app? That’s neither here nor there. A t-shirt is nice. What you’re aiming for is save-hundreds-of-dollars-per-month groundbreaking.
- You love the app? That’s nice. But the boss is more interested in what the team and the accountant thinks.
- You can’t just info-dump and leave. After you tell the first few features, boss’ mind will shut off because you didn’t build-up interest. Instead of information overload, you should focus on a few things that will intrigue their attention
- Don’t start with a price or mention it before you’ve given value. When someone hears about the cost, all they can think about is how to avoid it.
- Don’t put the cart before the horse and start planning the future. 2 months for free if you pay for whole year doesn’t matter at this stage.
- Self-hosted or cloud? It’s too early for this dilemma. If know your business, choose the best option and mention alternatives only if asked.
- It looks really nice? The visual impression shouldn’t be your conclusion or even the main selling point with which you close. Instead, close with the main benefit that will ring in your boss’ head and make his heart jump from joy every time they hear it.
- Don’t spell out the name thinking your boss will bother searching it. Send them the link, or even better, sit down and don’t leave until they tried it in front of you.
- Closing is weak. You want to capture their attention and inspire them to take action, investigate further, or at least ask for more information.
How to do it
Getting new software and making the whole team use it can’t be done in a day. Adoption takes several weeks and you should approach it with a long-term plan.
There are several approaches, depending on your boss’ leadership style.
If the boss like to make decisions alone, focus on the benefits they can identify with: better management, higher productivity, less problems with client, higher profits, less meetings, accountability for actions, all info in one place.
If the boss like to consult the team first, before approaching them, get support from other people. Don’t tell them how it works - show them. Let other people use Active Collab and talk about it, not you.Then, recreate your workflow in Active Collab and do a demonstration before your boss. Once you have boss’ interest, let them play while checking their progress. Propose a trial period and work on adoption.
The 5 step plan
Step 1: Gather support
The boss decides in the end, but that decision is usually made by people around them (they just don’t know it yet). After all, you wouldn’t go into a battle without a sizeable army, right? Just like in chess, the best way to capture the king is to take on the pawns first and work your way up.
Before approaching your boss, start showing Active Collab to other people at work and get them on your side. Don’t try too hard, keep it breezy and casual. You need support from:
High performers, because you need credibility and the boss listens to what the best people on the team suggest and gives it greater importance.
Non-proficient users most likely to complain, because if you have their support, the boss doesn’t have to worry about introducing a new workflow and can be assured that people with poor tech skills won’t have any problems using the app.
Find out whether everyone is dissatisfied with current workflow. The goal for this group should be that they don’t have any complaints about Active Collab. Show them how they can get more things done. The more people you have on your side, the easier the next phases will be and you’ll have more weight to support your case.
Remember, your team members will be the primary users of Active Collab - if you don’t have their support, getting only your boss’ attention will get you nowhere.
Step 2: Do a demo
Take the time and guide your boss through Active Collab. Show them how to make a task, invite people, and comment. Then, show them how to create a report. That will get their attention. Focus on all the types of report they can run and the bright future ahead.
Create a team member role and a client role to show the boss who sees what. Bring two laptops or use two browsers, with different users already logged in. Point out how this would be great while dealing with a specific client you have.
Have a demo project available that closely resembles your work. Show how easy it is to do something. Then, leave the URL and the account password so they can play.
Step 3: Present the benefits
Take a spreadsheet and calculate how much money you spend on: telephone, invoicing software, chat, time tracking, and other software. Add to that upgrade and maintenance costs + work of consultants + wasted time.
Point out how Active Collab replaces them all and cuts down your costs. Pricing starts at $25/month which is good value for software that improves your bottom line by making you more productive.
If you only use email to collaborate, show how crazy long threads and CCs can get (provide screenshot) and how much time people waste trying to find something. Contrast that with the order Active Collab brings.
If you rely on Excel/Google spreadsheets or a basic to-do list to manage work, show their limitations (like how difficult it is to make a report that breaks down finished work and how much you’ve earned for previous month).
If you use another project management app, analyze each feature and point out what your existing solution lacks.
You can also buy Active Collab and pay only once (the self hosted option), which is really rare for a web app. Hardly anyone offers that. If you can’t use most project management web apps due to data privacy issue, this alone is your winning argument. You can find more information to make your case for self-hosting here.
In the end, your main argument is that Active Collab helps you do more work and thus make more money. Repeat that at least 20 times so it’s branded in your boss’ brain.
Step 5: Follow up
Send a few emails to your boss asking if they had the time to test it. Then send some more emails. Point out how they wouldn’t receive so much emails if you used Active Collab.
Build hype by keeping other updated so the team knows what to expect. Ask for their input and let them own a part of the process. Let one person come up with the best way to organize tasks and other for coming up with useful labels. You’re making history right now so let others participate.
Be consistent with your message: choose one benefit and stick to it, then keep repeating it until it becomes synonymous with Active Collab.
Step 6: Implement
Once you persuaded your boss it’s a good investment and they’ve greenlighted company trial, start working on making the rest of your team adopt it.
Put a temporary ban on all internal emails and you’ll see how fast a team will start using Active Collab. Once they invest time and put a week’s worth of data into it, they’ll hate the idea of sending another email ever again.
To make things sweeter, you can institute a “If it’s not in Active Collab, you don’t have to do it” rule.
Once your team enters enough data, run a few reports and show them to your boss. It’ll become his new favorite tool. That’s when you gently push for commitment.
“Here are some reports. As you can see, we’ve done this and this, and here’s the breakdown of where our time goes and how profitable each client and task is. Cool, right? Now, free trial is running out. Can we pay for the next month and see how it goes? We can always cancel if it doesn’t work out.”
Congratulations, you have everyone hooked. Now sit back, relax, and enjoy your good work.
FAQ (or Why bosses say no)
We can’t afford it
Productivity depends on a good project management tool. In the long run, lost productivity will cost us much more than $49/month. Plus, we already pay for other software and this could replace it and actually bring our costs down.
It doesn’t work
Lots of agencies, freelancers, NGOs, governments, and big companies like Apple, Nasa, Harvard use Active Collab. There are a lot of reviews and testimonials you can read.
It’s hard to learn
It’s specifically designed to be easy to use. Plus, there are quick and fun video tutorials that show the basics in under 15 minutes. I showed it to Jack from accounting, who you know is bad with computers, and he had no problem using it.
We don’t have time
No problem, we can implement it slowly, keeping our old projects where they are and starting new one in Active Collab. They also have a few importers that can import everything from Basecamp, Trello, Asana, and Wrike.
I’ll get to it
Great. Invite me when you start testing. When can I expect the invitation?
My good friend uses this other thing
Which one? I’ll try it out and compare it with Active Collab. If it suits us better, that would be even more awesome!
We’re fine as it is
Well, yesterday we couldn’t find some document and the client was all over us, saying how unprofessional we were. And it wasn’t just yesterday, we keep dropping the ball because our current system is so confusing. Active Collab would help us manage all that and become better.
I don’t know…
I’m not so sure either, but we can try. I read some good reviews about it so it’s worth a shot. We have nothing to lose, right? We’ll see how it goes and if it makes us more productive, then great.
Doesn’t suit our workflow
We break down big things into smaller tasks and assign them to people, right? This works the same and it’s quite flexible so we can make it suit our workflow. Plus, we’ll get a ton of extra features like time tracking, invoicing, and advanced reports in addition to task management and collaboration. Our current system doesn’t support it but that would make our project manager and accountant very happy.
List of arguments you can use
- It’s a web app so it can be accessed from anywhere, plus there is a mobile app and a desktop app
- No more emails (or at least, significant reduction)
- Everything will be in one place
- Happier and more productive team with transparent communication
- Significant cut down on weekly meetings and progress updates
- All in one solution (project management, collaboration, time tracking, and invoicing)
- No more wondering who said what and when, or who needs to do what
- Easy to learn
- Can be used for client collaboration
- People don’t want to learn it can simply reply to notifications from email
- No more Excel hacks or searching for information across several apps and email threads
- No installations for each user
- Always up-to-date
- If you have any question, support replies pretty fast (within a few hours)
- Free personalized webinar if you need to get the whole team on board
- Custom reports for top level view across projects
- Transparent product roadmap so you know what features to expect
- Money back guarantee for self-hosted or cancel cloud plan at any time
- You get export of all your data if you decide to cancel
- Integrates with other apps
- Open API and webhooks in case you want to make a custom integration
- Reliable company that exists for more than 10 years
More material coming soon
- How to convince your team to use Active Collab
- PDFs and other material on Active Collab (What is Active Collab? What can it do? Why it matters? Who uses ac? What’s in it for me and my team? What will it cost? How to get started? )