Monthly Archives: January 2024

Mastering Email Deliverability: The Crucial Changes You Must Make in 2024

Mastering Email Deliverability: The Crucial Changes You Must Make in 2024 written by Tosin Jerugba read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed JT Beckham, a senior manager of deliverability at ActiveCampaign, leading the Deliverability team and collaborating with other teams across the organization. Prior to his current role, J.T. worked at Acoustic as a Global Manager, focusing on deliverability services and overseeing complex technical implementations. J.T. also worked at IBM for a significant period, holding various managerial positions. In this episode we discuss the intricacies of email deliverability and the essential changes required in 2024. As the leading expert in deliverability, JT provides insights and guidance on navigating the evolving landscape of email authentication and strategic practices.

Key Takeaways

Emphasizing the importance of email authentication, Beckham and I go into the technicalities of DKIM and DMARC, highlighting the need for proper configuration and SPF best practices. The episode underscores the significance of incorporating a visible one-click unsubscribe option within the header to enhance user experience and comply with RFC standards. Beckham also warns against ignoring these best practices, as it may lead to increased spam complaints and potential deliverability issues. The key takeaway is clear: businesses must proactively implement these crucial changes to safeguard their domain reputation and ensure successful email marketing campaigns.

 

Questions I ask JT Howarth:

[01:18] Tell us about what in email marketing will go into effect in January 2024 that people should know about?

[02:17] What does authentication mean?

[04:09] Will your emails bounce if you fail the authentication test?

[05:21] Are there tools out there than can help make this process easier?

[06:11] What do businesses have to watch out for when using a Gmail also on a domain?

[07:42] Are there things to be looking out for when using a service like Active Campaign?

[08:45] What is a DKIM?

[10:28] What is DMARC in email marketing?

[12:33] Where does one obtain information that should be in the DNS records?

[14:07] What is SPF in email marketing?

[15:25] Tell us about how DNS records are part of the onboarding process in Active Campaign

[17:26] Tell us about how having Unsubscribe in your header is shaping up to be requirement in email marketing

[20:11] What happens if a business chooses to ignore all these new recommendations?

 

 

More About JT Beckham:

 

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Connect with John Jantsch on LinkedIn

 

John (00:08): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is JT Beckham. He is currently a senior manager of deliverability at ActiveCampaign, leading the deliverability team and collaborating with other teams across the organization. So JT, welcome to the show.

Beckham (00:29): Thanks, John. Pleasure to be here.

John (00:31): Deliverability is a hard word to say actually, but that’s what we’re going to talk about is email deliverability, and we’re going to talk about some technical things. I’m going to lean on JT to not make it too crazy technical, but there’s some things that you need to know. Email still the best channel for most marketers today, or at least the best online channel today. So it’s important that we get that email into the inboxes. They’re obviously, we know all the privacy and spam and issues that a lot of organizations will work on. It has kind of come to a forefront with Google and Yahoo in particular, introducing new email authentication requirements. So JT, and by the way, depending upon when you’re listening to those requirements, go in effect February, 2024. So jt, is there a way to summarize what is going into effect in January, 2024 that’s important to people that maybe haven’t paid attention?

Beckham (01:24): Yes, sir. So there’s three main things with email authentication. We want to make sure that DKIM DNS records are defined for any from domain or from email address domain you’re going to be using when you send out your emails. The next thing is DMARC . You need to have a basic DMARC record in place. Those are the two key things that have to be done for authentication. And then of course, there’s two other parts of the requirements that are coming out. One that you can’t use@gmail.com address unless you’re sending email from their platform and you need to watch your spam complaint rates at Google. So those are the three main areas.

John (02:09): Okay. You nailed it. Those are the three main areas. Now, 5% of my listening audience knows what you were talking about. So we need to back up and say, what does all that mean? So when we talk about authentication, I mean, what we’re essentially talking about is ways that because people are sending spoof things, we all get ’em all the time. It’s like I get an email that’s supposedly from me, from somebody out there who’s trying to rip me off or something. I mean, so it’s really just an effort to make sure that you are who you say you are, especially, and it’s really focused on bulk senders, right? People that are sending five, 10,000 person lists, right?

Beckham (02:46): That’s been the guidance that has been laid out by Google and Yahoo is the 5,000 limit. However, they have come back and said in other conversations, that’s just like a soft number. Their basic guidelines is that if sending a single email to multiple recipients, then you are a bulk sender. And so it’s advised that everybody follows through and makes sure that you do what you can to make sure that the mailbox providers and ISPs out there in the world know that this email is from you and that you authorized it to be sent from certain IP addresses. And that when you do dec, IM signing, you are basically adding a digital, an encrypted signature to your emails that if that gets damaged or broken along transit, then it fails to check when the ISPs and mailbox providers look at that and do a lookup on it. And so that would fail your authentication. So like you said, it’s really key to make sure that you prove that you are the one sending the email, and that helps your recipients and your contacts that you’re trying to reach know for sure that’s you, that it didn’t get spoofed.

John (03:57): And even if it’s not being spoofed, you’re not spamming. I mean, you have the ability to send you these records. The setting up of these DNS records are really how you prove that you are who you are. And if you don’t prove you are who you are, then it’s, it’s going to bounce. Right? I mean, that’s what’s going to start happening. Your mails just won’t go through, right?

Beckham (04:17): That’s correct. They’re going to start out slowly with warning signals, letting people know, or letting ESPs like ourselves know through the bounces coming back, what would happen if they were to flip the switch and enable it. So they say that they’re going to slowly roll this out and starting February 1st is when they said, so a lot of interesting times ahead.

John (04:43): Alright, so you mentioned these, and I don’t know, don’t know if people need to know what these DKIM and DMARC stand for? Probably they don’t because everybody just calls ’em DKIM and DMARC. But these are essentially records that are created in your DNS settings. So if your DNS is hosted by Google, that’s where you make those changes. If it’s hosted by CloudFlare, that’s where you make your changes. Some hosts, some actual domain hosts or website hosts, I should say host, DNS. So that’s really the first place to go and look. Right?

Beckham (05:13): That’s absolutely true. You want to focus

John (05:15): On that? Tell me, if I’m listening to this and I don’t really know if I’ve got these records or if they’re set up, are there tools out there that I can take my domain and say, tell me if I need these things fixed?

Beckham (05:28): Yeah, there is. So there’s third party tools, like D Martian their website, they have a domain checker tool on their site. There’s one called DNS info. The MX Toolbox is a commonly used one that many people use. My team, we use several different ones just to make sure that if one is not reporting something correctly, we always have others that we go and check. Because sometimes these tools do have issues, but most of the time they work very well. And you just define your domain and say, show me the records, and it’ll tell you if it sees the DKIM records or any other DNS.

John (06:07): Right? So couple scenarios. Let’s say I’m using Google Workspace and it is a Gmail, but I’m using it on my domain. Are there any things I have to do? Because in my DNS records, I’m using Google’s MX records for sending, but is there anything that, does Google actually tell me what my DMARC record needs to say, or my domain key needs to say,

Beckham (06:34): If you have a problem that your chem is not there or it’s failing at any point in time? One of the tools that Google has is a free tool to everyone is Google Postmaster tools. And that’s a tool that we and the deliverability base highly recommend every customer to take advantage of and sign up with their domain. You just define your domain, it will give you a text record that you need to add in to your DNS to authorize their system to be able to use your domain and pull data for it. As they see data coming across their servers will show you more insights on it.

John (07:14): And I love using Google tools because you’re basically saying, here’s what Google sees. And no matter if you have it all set up and you’ve hired a consultant to do everything, if Google doesn’t see it right, then it doesn’t matter, right?

Beckham (07:28): That’s right. That’s right. That’s again, another reason we like to use other tools, and specifically if a mailbox provider has a tool for themselves like Google, we really strongly want you to use

John (07:40): Those tools. Now, let me give you another scenario. I use Google Workspace tools, but that’s really more for individual emails than I’m sending out. I happen to be an active campaign customer and we send out bulk emails to people that have opted in to receive those, and other people are using other email service providers. Are there any special things that you should be looking for if you’re actually sending most of your bulk mail through a service like ActiveCampaign?

Beckham (08:09): Yeah, so whichever service you’re using, DKIM keys. The DKIM records are unique to each service provider and their platform. So you couldn’t take and put our DNS or DKIM key that we give. You could put that in there and then send from our platform and they’ll sign it. If you try to use that key and send it off of Google or another different solution, the DKIM is not going to work. It’s not going to pass. It’s specific, like I said, to the mailing infrastructure of the BSP that you’re using.

John (08:45): And essentially what it’s saying is this email says it’s coming from Duct Tape Marketing in my case, but it’s actually being sent by this company. And so you’re essentially saying, I authorized this company to send on my behalf, essentially what’s going on? So in that case, would you potentially have, let’s say you’re also, I don’t know, you’re using MailChimp for some other things too, so there’s a third player. So would you have DKIMs from all three of those places?

Beckham (09:13): That is correct. Yeah. Any platform that you would be sending from MailChimp into it, whatever it is, they’re going to give you the same type of DNS records.

John (09:21): It’s basically just a long encrypted code is what it amounts to. Yeah, that’s

Beckham (09:26): Right. And it is unique again, to that service provider.

John (09:30): And then underneath, behind the scenes and stuff, that code is actually part of your email. It goes out in the header of your email.

Beckham (09:37): That’s correct. So when you look at, if you’re looking at your Google Mail and you say view source, then you can see your header information and absolutely see is deam signing or is it passing or failing? And again, I want to stress, you can have multiple dms in here for any platform as long as you’ve got it for each platform you’re actually sending from. That’s the key.

John (09:58): And that’s actually what you should do is have it for all the platforms you’re sending from. Yeah, that’s correct.

Beckham (10:03): And you should always make sure you maintain, right? If you change platforms, for example, one of the things you really want to be diligent about is making sure you update these records and remove any platform you’re not sending from anymore so that no one could potentially take advantage of that.

John (10:20): Okay. So I think we’ve unpacked the understanding of what the DKIM record is. That’s kind of the encrypted authorization. What does DMARC do? I understand the settings for it. What does it do?

Beckham (10:32): Yeah, so DMARC is another DNS record and it’s commonly referred to as a policy. What this basically does is it gives instructions to the mailbox providers or the ips on what to do if your email does not pass authentication. So there’s a couple of parameters to it that there’s a couple of different ways you can configure it to look at your DKIM key, for example, and enforce it in a strict mode or relaxed mode. This is going to be probably one of the most challenging areas for many people because you’re not real sure how to set it up unless you’ve got DMARC experience and you understand what’s going to happen. When you implement A DMARC DNS record, there’s usually an email address that’s associated and defined in that record. So when you enable or define this record for a domain, every email you go out that goes out and gets processed at every mailbox provider is going to report back what happened. So if you’re sending out 500 emails, you’re going to get 500 responses or reports into your email address that you specified. So we highly recommend working with a company like DMARC digests to ingest that data. Oh,

John (11:47): So it’s sending it to their URI?

Beckham (11:50): Yes. Yeah, exactly. And the users a much more user-friendly way to interpret what’s happened and can see very easily who is sending on your behalf using your domain. And if you are failing on DKIM, if it’s failing, you’ll get a report.

John (12:08): So you’ll get reports back that’s correct. From those tools that will give you basically a health report on your deliverability. So in addition to that being a requirement, that sounds like a good best practice anyway.

Beckham (12:23): Absolutely. It is like the third step of authentication to help reduce the likelihood of being spoofed, having your email spoofed.

John (12:33): So where does one turn to, and maybe the answer is, well, it depends and that there are multiple places, but where does somebody turn to find out what should be in those records? Because there’s syntax and things like all kind of coding things that have to be done. How does somebody get that information?

Beckham (12:52): Yeah, the best site would be DMARC.org. That is the main site that defines what DMARC is, every parameter about it, how it works. It should answer any and all questions you have. However, you may find that you might be better off working with a consultant that specializes in implementing DMARC. I’ve worked with several companies in the past that are very large with multiple brands under them, their IT team gets involved and things like this. And putting a DMARC record in place in enforcement mode instead of reporting mode can be damaging if you don’t do it correctly.

John (13:31): We’ve had a client that did and all of a sudden nobody was getting email.

Beckham (13:34): Yes, yes, I’ve seen that happen. Somebody thought that they were doing the record setting the record up for their subdomain that they were using on their from addresses in turn. But what actually happened was they implemented for the root domain and that caused major headaches for a very short period of time until they fixed it.

John (13:52): All right. So if you’re still with us listeners, I’m getting ready to confuse you a little deeper. So we’ve been talking about DMARC and one of the important parts of DMARC is it’s going to check the DKIM to see that as part of its reporting. There’s a sender policy framework. SPF is another element that’s a record in DNS. We haven’t talked about that yet, but is that part of these new requirements or is that just a good best practice to have that set up for the right servers?

Beckham (14:18): So great question. It is best practice to have that set up and defined. The SPF record is where you specify the ips of the machines that are allowed to send your mail, right? So most people will see an include colon SPF under google.com or something to that effect. And again, you want to only have one SPF record for a domain. It’s not like DKIM keys where you can have multiples. It’s one record and you just have to add to it and update it. You

John (14:47): Just depend it

Beckham (14:48): With, yeah, correct. And so DMARC does have an option, a parameter where you can say, look at the SPF record and make sure it passes. You can assess on the DKIM, make sure it passes. You can say both of them have the pass. So it can get complicated when you’re trying to implement that. But yes, SPF best practices always make sure you’re diligent again on making sure it’s updated and doesn’t have IPS or platforms defined that you’re no longer sending from that way you’re making sure nobody’s potentially using your phone

John (15:24): Domain. Now, I’m guessing most certainly the bigger name ESPs active campaign certainly has this. I mean, I know when I set up my account, part of the setup was actually setting up these DNS records, and I suspect most people, most of their bulk email is being sent from somebody like an active campaign. Is that you want to talk about a little bit about how you all view that’s part of the onboarding, right? As far as you’re concerned?

Beckham (15:50): That’s correct. We try to work very closely during the onboarding process to ensure that we help you get your accounts set up correctly. We help you check your SPF Your DKIM DMARC policies for you. And so it’s critically important that we do this so that you can get started right away. We commonly have in the industry what we call a custom mail server domain, and the custom mail server domain allows you to brand your mail server that is sending the mail on from our platform or any other platform. So you might see an email come into your inbox that says, from John via sent by or sent via, and then some unique name. That doesn’t make any sense. And that’s where the SPF is checked on your DMARC policy. It’s looking at that mail server’s name and what that SPF record looks like. So many of the platforms like ours, we actually do this for you. We provide the SPF by default for that weird looking mail server name. That’s our name, our domain. We do have the ability to help a customer set up a custom mail server domain and rebrand it. So then now your domain and your subdomains all line up. And so when that SPF check is done through the DMARC policy, it will see, oh, okay, your SPF is there for your subdomain of your mail server that you’re using.

John (17:18): Yeah.

Beckham (17:19): And I know sub domains and domains can get a little confusing too. So

John (17:24): Yeah, we’ll stick to just domains right. Now, the one other thing that’s not a DNS record, but I am understanding it to be highly recommended by at least Google, and that is to have unsubscribe in your header. A lot of for years, people would bury it down at the very bottom, maybe make it even hard to find. It’s kind of goofy because then people just hit spam. But talk a little bit about that. I’m not even calling it a requirement. I think they’re just suggesting it as a deliverability element and maybe how you guys address that.

Beckham (17:56): Yes, sir. So what they’re referring to is one click unsubscribe and it has to be part of your header. We’ve had that as part of our platform for years, that it is part of making sure your emails are RFC compliant. And so we want to make sure that everyone understands that it’s usually already built in, and usually your provider that you’re using can tell you pretty easily, yes, we already do it for you, or no, here’s how you need to enable it. This is a requirement. It’s buried into the other parts of the documents, but they’re not calling it out per se other than you just have to make sure you’re RFC compliant. And this is

John (18:39): Part of that. So when we talk about it in the header, I mean it is still visible, but it’s really, we’ve all probably seen those where you’ve wanted unsubscribe to something. It was right there almost in the subject line. And so that’s what we’re really talking about and it’s really, I still get emails from people that don’t have an unsubscribe anywhere, which is just amazing. I mean, those people will probably get swatted down pretty quickly, won’t they?

Beckham (19:03): So it’s a good call out right there. So if you’re doing transactional messaging where you asked for a mail be sent to you like password reset kind of thing, then those emails don’t have to actually have an unsubscribe in it. It’s actually not required. So there are some types of emails you can send that will not be looked at or won’t be scrutinized in that manner, but it is still a good practice to put ’em in every communication you send out just to make it so people don’t say, this is spam. That’s the worst thing we want. We don’t want

John (19:37): That to happen. Yeah, absolutely.

Beckham (19:40): Yeah. We make it easy as possible. And some with the unsubscribed, there are some customers and users that would like to have a preference center where you can choose which list you want unsubscribe from that is not filling, fulfilling that requirement. In other words, you can still do it, but you have to have that one click unsubscribed so that you have it at the top

John (20:03): Of email and that unsubscribes from any list, right? Yes. Okay. So let’s end this by scaring people. What happens if I just go, ah, that seems really hard. I’m not going to do it. What’s going to happen to, let’s say by summer if you just ignore this?

Beckham (20:20): So if you ignore it, you are most likely going to start seeing most, if not all of your emails bounce and not be delivered. If you have your DMARC record in place, by chance, you’re going to start getting flooded with a lot of failures, but the bounce messages will be very clear that come back to your provider. They can see, we can look at the syn logs and see the messaging and say, yep, you are bouncing because you don’t have DKIM and plot implemented. You don’t have SPF implemented. You haven’t done anything. So you’re going to see a major impact, especially Google and Yahoo. But we also know other mailbox writers are going to follow this example.

John (21:03): Well, and I suspect you started having 50% bounce rates, your ESPs or somebody’s going to start blacklisting your domain period, right?

Beckham (21:12): That’s right. And active campaign, we actually have automated systems in place, so we monitor that across all accounts. And if an account hits a certain threshold on their bounce rates for a particular campaign, we actually have a compliance team that will reach out proactively and say, Hey, by the way, we’ve observed your bounce rate went a little higher than we were expecting. Let’s have a chat and figure out what’s going on and see how we can help you recover from that. Because this also has a risk of if you don’t do anything damaging your domain reputation, which ultimately hinders your ability to deliver email.

John (21:50): So I guess we could also do a whole nother episode on list hygiene, but I know that’s not your area of expertise, but we certainly, when you talk about the bounces, I know we routinely clean those bounces out because they’re going to bounce again, and so they’re just going to add up. jt, I appreciate you taking a moment to share info. Obviously we didn’t tell people exactly how to do this because it is a technical aspect, but hopefully we’ve given you enough information to go out and buy it done or to talk to your ESP or talk to your IT folks to get this done. So I appreciate you taking a few moments to stop by the Duct Tape Marketing Podcast.

Strategic Fitness: Elevate Your Acumen, Allocation and Action

Strategic Fitness: Elevate Your Acumen, Allocation and Action written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed Rich Howarth, a renowned business strategist, and CEO, known for his groundbreaking work in strategic thinking and leadership. Rich Horwath is founder and CEO of the Strategic Thinking Institute He is the New York Times and Wall Street Journal bestselling author of eight books on strategic thinking, including his most recent work, STRATEGIC: The Skill to Set Direction, Create Advantage, and Achieve Executive Excellence. Rich reveals his game-changing 3A Method to elevate your business acumen, resource allocation, and strategic action. Join us as we explore the intricacies of strategic fitness and how it can revolutionize your approach to business success.

 

Key Takeaways

In this episode, Rich and I discuss the transformative 3A Method, emphasizing the mastery of business acumen, strategic resource allocation, and purposeful strategic action. Learn the importance of consistently evolving your business acumen, reallocate resources strategically throughout the year, and prioritize actions aligned with your strategic goals. Rich introduces the concept of the Strategic Quotient (SQ) as a tool to measure and enhance strategic thinking skills. Whether you’re a seasoned executive or an aspiring entrepreneur, these insights provide a roadmap to elevate your strategic fitness and navigate your business towards unparalleled success.

 

Questions I ask Rich Horwath:

[00:51] What’s your definition of strategic thinking?

[01:52] Periodic or Lifetime practice, how often does a leader think strategically?

[03:37] How do you balance the reality of long term and short term planning?

[04:53] How would you differentiate between strategic thinking and strategic planning?

[06:31] Why use fitness as a metaphor when describing strategic thinking?

[07:34] What are the 4 fitness arenas of strategic thinking?

[10:38] What areas would you suggest strategic thinkers focus on?

[12:23] What are some practical examples of organizational fitness?

[15:19] What are some practical examples of communication fitness?

[17:19] How do you begin consulting a beginner in strategic thinking?

[20:40] Where can people connect with you and obtain a copy of your book?

 

 

More About Rich Horwath:

 

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Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Sign up for a 15% discount on annual plans until Mar 31,2024. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

John (00:08): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Rich Howarth. He’s the founder and CEO of the Strategic Thinking Institute, where he is a strategy facilitator, speaker, advisor, and coach to executive leadership teams. He’s a New York Times and Wall Street Journal, bestselling author of eight books on strategic thinking, including the most recent work we’re going to talk a little bit about today, strategic, the skill to set direction, create advantage, and achieve executive excellence. So Rich, welcome to the show.

Rich (00:42): John, great to be with you. Thanks so much for having me.

John (00:46): So I’m just going to start with this because if I ask 10 people, I’ll get 10 different answers. What’s your definition of strategy or strategic thinking?

Rich (00:55): Yeah, so strategy for me is the intelligent allocation of resources through unique system of activity to achieve a goal. So simply put, strategy is how you plan to achieve your goal. And as I’ve read your books in the past, going back to Duct Tape Marketing, you talk about strategy before tactics, and I love in there you always talked about the how, not the what. And I think I’m a big believer in that as well. I think too often, as you talk about in your books, and I share a little bit as well in my books, we sometimes see people mistaking their mission, their vision, their goals, their objectives for strategy, trying to be number one in the market, trying to be the premier provider of X, and instead we really need about think about how are we going to get there. That’s really the strategy. So again, I’ve appreciated all the insights you’ve shared over the years on this. I think it’s really helped a lot of us in the field.

John (01:46): Well, I appreciate that. So let’s get into a few more kind of logistic aspects. Is this something that you do once a year, once every three years? I mean, is there a rhythm? Does it never end? I’d love to hear your thoughts on kind of the how often question.

Rich (02:03): Yeah, John, and you hit it on the head initially. You talked about strategy and strategic thinking. So to me, strategy is something that you set and really, if you’ve done your thinking, it should be something that stays in place for a long period of time. Where I think a lot of people could use a jumpstart is the strategic thinking part. So just because we have our strategic direction doesn’t mean that we want to take our eyes off the road. And I know in one of your last books you talk about the importance. You’ve got a great five step process, map, and uncover are two of the first steps in your process. And I think those are great starting points. When we think about strategy, when we think about mapping, as you talk about, you’ve got to understand what’s my situation around me. And I think too often we get our head buried in the internal stuff or we’re so reactive to fire drills with customers that we fail to remember what is the long-term strategy that we’ve got in place. And so strategic thinking for me is really our ability to generate new insights or new learnings on a regular basis that help us keep and achieve that competitive advantage. So I think it’s a great point that you bring up to me strategy, something that we set, but strategic thinking is something we should be doing day in and day out. We need to stay hungry on how we’re going to get better and learn.

John (03:23): It is funny, there are some models out there that talk about strategic planning. I think there’s one very popular one that talks about what’s 10 years from now look like. I’ve had a lot of small business owners, they don’t know what next quarter looks like. How do you balance long-term and reality of short-term? Right,

Rich (03:42): Right. Yeah, it’s interesting you bring up, there was just a study by pwc, they surveyed 4,700 CEOs and it was interesting, 45%. So nearly half of the CEOs said that they did not think they would be in business in 10 years unless they significantly evolved the way that they do business. So one of the things that we’ve got to be thinking about is how are we evolving in, what I like to think is the business model, but it’s really simple. It’s how do we create value, how do we deliver value and how do we capture value? So what I like to do is really create that strategy tuneup. So just like we get our car tuned up on a regular basis, what I recommend is quarterly get together with your team, take a couple hours, maybe it’s over lunch and go through just some of the basic fundamentals of the business. Have the customers thinking and actions changed? Has the competitive landscape changed at all? What’s going on within our company? What’s working, what’s not? That takes a couple hours, but that’s a great way to tune up the strategy, to understand should we be doing things differently, especially when it comes to creating and delivering value to our customers.

John (04:55): And I guess that’s probably as good a description of strategic thinking as opposed to strategic planning. You might have a strategic plan, but the strategic thinking is something, it’s the flexibility, it’s the adaptability, it’s the need to have to evolve and mature, isn’t it?

Rich (05:12): Yeah. I love the words you used there, flexibility, adaptability, that’s something too. It’s that catch 22, as we get older, as we get more experience, we tend to lose that adaptability and that flexibility. And so one of the things I recommend to people is get some perspective outside of your industry. So read a journal in architecture or science or technology if you’re not in those fields, and think about how are those people assessing their problems, their challenges. I’m a big believer too in studying nature, this whole idea of biomimicry, how can we take the challenges that we face? So getting more customers, creating a better sales funnel, closing more leads. When we think about nature, how has nature accomplish some of those things? How does nature, how does a species, how does a duck go from the winter to the summer? What do they do? Do they drop feathers, do they get faster? All of those things can teach us if we take the time to step back and think about how other people are doing some things as well. So I think that’s a big thing. Like you said, adaptability and versatility are really important, but we need to remember as we gain more experience, we have to continue to push ourselves out of that comfort zone.

John (06:26): You use the fitness metaphor quite a bit. I want to talk about the way you’ve broken the book up a little bit. Is there any particular reason why the fitness metaphor works in strategic thinking in your mind?

Rich (06:38): Well, one of the reasons is, again, we think about CEOs and you work a lot of CEOs. I work with some as well. What’s interesting is the average CEO exercises for 45 minutes a day, which I found was pretty impressive. I mean, that’s a good chunk of time each day to be exercising. But what we find is that when it comes to practicing or building our business fitness, and you’ve seen this, John, I’m sure in your world, people, we don’t tend to practice. We tend to play all the time. So you’ve got football playoffs or baseball playoffs, they’re practicing 90% of the time and they’re in competition 10% of the time. But in business, we’re on that activity treadmill all the time. And what I’ve found is the best leaders, they jump off that treadmill, they take their team with them and they think about how are some ways that we can get better? And they devote some time to training, to development, to a lot of the things that you’ve talked about and you’ve helped people with over the years as well.

John (07:34): Taking that a step further, you’ve actually broken up into four arenas. And so maybe I’ll let you walk us through those. Obviously picking up a copy of strategic is how you’re going to get the full compliment, but walk us through those four fitness arenas.

Rich (07:50): Sure, John, and the reason I came up with these four areas, and I use a compass to represent the four areas, is I’ve looked at my coaching notes over the years. The one word that popped up again and again was the word navigate. A lot of folks that I was talking to said, we’re having trouble navigating our competition, we’re having trouble navigating these new market changes. And so I tried to come up with this compass based on the folks that I was working with in the four areas of strategy, leadership, organization, and communication. Because the reality is, even though strategies, my passion, if we’re just good at strategy, we’re going to be a failure. Long-term, we’ve got to be good at communicating, executing, we got to be great at marketing, we got to be great at sales. So there’s so many things to be a well-rounded, strong leader. So I created those four areas to help people almost create a checklist to say, as a leader, am I checking off these areas? Do I have a strategy in place? Am I building leadership capabilities for myself and my team? Do we have a good culture? What’s my emotional intelligence? Do we have our value chain figured out? So all of those things are important, so I try to simplify it, give people a checklist so that they can kind of walk through that.

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(10:08): Now, this offer is limited to new active campaign customers only. So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. So maybe without, again, I know there are a lot of elements in here that rather than just reading a list, but give us a sense of, so you mentioned strategy, leadership, organization and communication. What are some of the elements in each of those buckets? So beginning with strategy, fitness, what are the areas that we would focus on if we were going to maybe make an assessment in that area?

Rich (10:43): So yeah, let’s think about strategy. The one thing that comes to mind, especially when we think about marketing and sales as well, is this idea of resource allocation. So we all know we’ve got resources, we’ve got time, we’ve got budget, we’ve got people, we need to move those around. What’s interesting though, John, is the research shows that 92% of companies allocate their resources once a year when they do their plan. But the best companies, the research shows they reallocate resources, time people, budget programs, projects throughout the year. So that’s one key element that I talk a little bit about in the book is just this idea that look, we need on a monthly basis to think about where are we spending our time, our money, and our programs, and how can we change that so that we’re putting more fuel on the things that are working and less fuel on the things that are not working.

(11:34): And then the other piece on strategy I would mention is I talk about competitive advantage. And again, kudos to you from Duct Tape Marketing. You talk a lot about being different and the importance of differentiation, and I’ve done some research on that following in your footsteps as well. And again, even going back to science, this idea of the principle of competitive exclusion, meaning no two species can coexist that make their living the identical way. So you think about two male lions in the same area in Africa, after a while, one of the male lions isn’t going to be there because trying to do the same thing in the same way. So one of the things we talk about in the book is this really importance of idea of differentiation, which obviously not a new idea, you’ve talked about it 10, 15 years ago, but it is still something that we need to remind ourselves of, how are we different in ways that customers value?

John (12:22): Awesome. So in leadership, fitness, what are some practical examples of ways somebody might, I mean you talk about mental training and emotional quotient and time management even. What are some practical ways that we can be looking into that bucket,

Rich (12:39): Especially for the small to midsize business leader? One of the things to think about is your time allocation. And obviously there’s lots of stuff on time management, but when you look at the best CEOs that have run multiple companies at the same time, people like Elon Musk with SpaceX and Tesla, Jack Dorsey who runs Twitter and Square, one of the things they’re really big on is batching their time. So they’ll pick a couple things and they’ll work on those things for 2, 3, 4, 5 hours out of the day. And I know what people are saying, geez, rich, I’ve got a million things to handle. But the most effective leaders say, look, if I’ve got to do one-on-one meetings with my team, I’m not going to spread ’em out over the week. I’m going to do those all on Monday morning from eight to 11. Because what that does, John, is it reduces the number of mental transitions that we have to make. And what the research shows is that the mental transitions jumping from one topic to the next, that’s the thing that burns people out that causes the fatigue that we feel at the end of the day. So if you can say, Hey, I’m going to do email five times a day in these 15 minute chunks, I’m going to do my performance reviews here, that’s going to simplify your life a lot. So that just that idea of batching our time can be helpful.

John (13:54): Alright, organizational fitness, I’m guessing culture goes squarely into that, developing your people, processes, talent planning for what’s next, innovating. So give us some practical examples of what we might focus on in organizational fitness.

Rich (14:12): Yeah, you’re right on the money, John culture is a big one. And the thing I think we miss a lot of times is we will take the time to do our values, we’ll do our mission statement, our vision statement, but what we really need to be aware of as a small to mid-size business leader is what are the three or four behaviors that you’re seeing the most from your team? Either things that are productive or not productive. Because at the end of the day, behaviors are, so if you want a better culture, you’ve got to pick out two or three behaviors that you as a leadership team really believe in are going to best serve your customers. And then you’ve got to find ways to build those behaviors within your team. Let’s say customer centricity, that’s a popular one. It’s all about the customer. Okay, well we can say that on paper, but what does that behavior look like? That might mean we’re going to answer a phone call, we’re going to return a phone call within one hour. We’re going to return an email within three hours and we’re going to return a text message within four hours, whatever it might be. But putting some specific parameters around what do those behaviors look like?

John (15:20): Alright. And then the last one, communication fitness. So I’ll let you kind of pick out a practical example there.

Rich (15:26): Yeah. So communication, fitness, it’s funny, I never used to talk about meetings at all, but ever since we’ve come out of the hybrid and the remote work the last few years, people still have meetings stacked one upon the other. And so one of the things I found is just taking a strategic approach to our meetings. And what we mean by that is when you have a meeting, there should be three things in mind. Number one, what’s the intent? So what’s the purpose of this meeting that should be shared with people two days, three days before? And I recommend giving one or two key questions that you want people to think about so that when you get together, it’s a true dialogue. It’s not a monologue. Too often I sit in on meetings and one person’s talking for 30 or 40 minutes, that’s not a meeting, that’s a monologue for a late night talk show.

(16:13): So we need to make sure that we’re really creating that interactive dialogue and meetings. And then the other big part is having insights. So when we finish up the meeting, you got to ask yourself, what was my takeaway? What did I learn from that meeting? And if we’re not walking away from meetings with learnings, then we’re wasting our time. We’ve got to either change that meeting or get rid of the meeting. So I’m a big believer as a leader out there, create a meeting inventory. So take an inventory of all the meetings you have on your calendar and for one week score those meetings on their value. Zero is no value, three is high value. And at the end of the week, total those up. If you’ve got meetings that are around a zero or one average, get rid of those.

John (16:58): Yeah, that’s an interesting point because I think there are people that have gotten into this meeting rhythm where they’re just like, no, it’s Tuesday at noon. We do this meeting every week. And it’s gotten to the point where it’s of no value to anyone attending fact mag might actually be negative, but the idea of just canceling and I think really kind of freaks people out, doesn’t it? Alright, so in your work, your coaching work, if somebody said, gosh, I’m listening to this, and there’s some stuff making sense here, but there’s also a lot that we’ve just hit the surface of when somebody says, can you come in and talk to us, rich, do you have a process that you walk everybody through on where do you start?

Rich (17:42): Yeah, so the one thing I’d recommend is to keep it simple, and you made a great point earlier about the difference between strategy and strategic thinking. So when we’re trying to create strategic thinkers in the organization at all levels, I would keep it simple like three a’s acumen, allocation and action. So that’s where I would start. As acumen always be asking yourself, what’s the new value in this situation? So if you’re talking with a customer, if you’re having a staff meeting, what’s the new value here that you can either create or deliver or capture? So always be thinking about what’s the new value here? The reason a lot of businesses wind up failing in the long run is because they started with a good strategy, but then everybody else started to catch up and they didn’t create any more new value. So why don’t we think about that new value?

(18:31): And then the second a allocation, I’m a big believer, and I know you’ve talked about this in the past, John, this idea of the not to-do list. What are you not going to do? Who are you not going to service? Who are you not going to focus on? Too many of us are trying to serve everybody and we’re minimizing the real value we can bring to that select few that are going to find the most mutual value. So big believer, we got to be really selective in who we’re focusing on, where we’re focusing to be as valuable as possible. And the third A is action. We just got to think about what are we prioritizing today? If we’ve got a list of 17 priorities, we’ve got nothing prioritized. So just really thinking about what’s my priority, the one or two things, and then am I matching my time spend to those priorities? If you look at the end of the day and a good exercise for folks to do, track your time for one week in 30 minute increments, add it up at the end of the week, graph it out, and then look at that graph and see if that matches up with your priorities. Too often I’m seeing people say, 50% of my time is spent on stuff. That’s not really my priority. So take the time to assess your time where you’re spending it, and that will really help I think with priorities.

John (19:46): Now you have, and I can’t remember if it’s in the book or if I just saw it on your website, you have an assessment, people can go through and measure some of where they are on some of these things.

Rich (19:56): Yeah, absolutely. So the strategic quotient, we’ve all heard of IQ forever, measuring intelligence, eq, emotional intelligence. So what I’ve tried to create this strategic quotient SQ really measures how people think, plan and act strategically. So it’s an assessment of your behaviors and your mindset, and it’s a good starting point for people to say, yeah, I’m doing a pretty good job here, but maybe I could be doing a little bit differently there. So it really matches up too with those three a’s acumen allocation action that we’ve talked about. So again, just a simple way takes about five to seven minutes, but can start to shed some light on areas that you as a leader might want to spend a little bit more time on as you develop.

John (20:37): Awesome. Well, rich, I appreciate you stopping by the Duct Tape Marketing Podcast. Is there someplace you’d invite people to connect with you, find out more about your work, and obviously about your books?

Rich (20:45): Yeah, John, thanks for asking that. I appreciate it. So there are a lot of free resources, articles, white papers, videos@strategyskills.com, so strategy skills.com, lots of free resources there.

John (20:57): Awesome. Well, again, I appreciate you taking a moment to stop by and share with my listeners, and hopefully we’ll run into you only these days soon out there on the road.

Future-Proofing Your Consulting Career: AI, Trust Triangles, and Colorado Pricing Strategies

Future-Proofing Your Consulting Career: AI, Trust Triangles, and Colorado Pricing Strategies written by Tosin Jerugba read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed David A. Fields, a seasoned consultant and the Co-founder of Ascendant Consulting, specializing in assisting large corporations entering new markets. With a wealth of experience, David has transitioned from a marketing career at Glaxo Smith Klein to becoming a trusted advisor for consulting firms.

Our conversation delves into the future landscape of consulting, touching on the transformative role of AI, the crucial aspect of building trust, and the innovative pricing strategy known as Colorado Pricing.

Key Takeaways

explored the transformative impact of Artificial Intelligence on consulting, delved into the crucial role of building trust with the Trust Triangle, and uncovered the innovative Colorado Pricing strategy. From understanding the dynamic landscape reshaped by AI to gaining insights into client trust-building strategies and implementing unique pricing models, this episode provides a roadmap for future-proofing your consulting career. Join us for a deep dive into the intersection of AI, trust-building, and groundbreaking pricing models that are shaping the future of the consulting industry.

 

Questions I ask David Fields:

[01:37] What is it that you bring as a consultant, do you feel you have a unique point of view?

[03:34] What 3 things do consultants do to obtain the clients they need?

[05:18] Do you believe it’s hard for people getting started not to say yes to every opportunity that comes their way?

[07:04] How do you sell a solution to somebody who isn’t aware of the problem?

[08:37] Do you believe that every consultant needs a framework?

[09:50] Project versus Retainers, what are your thoughts on that?

[11:45] Explain Colorado Pricing

[13:00] How do you develop a high level of trust with your client, early on?

[14:43] How do you see AI changing the Consulting Industry?

[19:30] Where can people connect with you and grab a copy of your book?

 

More About David Fields:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

John (00:08): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is David Fields. After a nine year marketing career at Glaxo Smith Klein, David transition to consulting, becoming a partner at a boutique firm before co-founding Ascendant Consulting, specializing in helping large corporations enter new markets. He introduced a general contractor model focusing on winning engagements, ensuring quality and managing relationships while subcontracting expert work. He’s also the author of a book we’re going to touch on a little bit today, the Irresistible Consultants Guide to Winning Clients. So David, welcome to the show.

David (00:50): Thank you. Wow, that intro goes way back. Of course, I haven’t had sending consulting even for eight, nine years. So my firm David, A Fields’

John (00:59): Group, I don’t know where we got that then.

David (01:01): I’m sure my group provided, or a came from somewhere, it doesn’t matter. But yeah, I came out of marketing and then co-founded a firm co-founded consortium, but eight, nine years ago we transitioned almost exclusively to working with other consulting firms, with advising firms on how to grow. So we haven’t had corporate clients in probably at least eight years.

John (01:22): Nice. Alright, well, as we were talking about off air, we have similar models and I think similar beliefs. In fact, let me throw a really hard question at you, or maybe you’ve got a perfect answer for this already. If you’re going to describe your point of view about consulting or what it is you bring as a consultant, do you feel like you have a unique point of view

David (01:42): For our group or do I think consultants should have a unique point of view?

John (01:46): I think you personally,

David (01:47): Yeah, I think that’s an

John (01:49): Interesting question. Going to start with a hard question.

David (01:51): Yeah, it’s an interesting question. Do I have a unique point of view? I think I have a point of view, which is people tend to say, oh yeah, that makes sense. I don’t know that it’s unique as much as it’s kind of a reminder of what people know deep down. So the most fundamental principle we teach is what we call right side up thinking, which means consulting is not about you. And this is the same for all professional services and probably all businesses, but I say consulting is not about you, it’s about your clients, it’s about your prospects, it’s about them. So we call that right side up thinking and it’s really easy in concept and people tend to say, oh yeah, yeah, yeah, yeah. Of course in practice it actually proves to be quite difficult.

John (02:39): It’s interesting, I work with a lot of startup consultants. I mean, they’re jumping out of corporate or something. They’re going out and telling people, here’s what I charge. And I will say that what you just touched on right there is probably one of the hardest things at first because it’s all about what do I know? Do I know enough? Am I an expert? Am I worth whatever amount I’m charging? And what you’re talking about is actually how you overcome that, isn’t it?

David (03:03): That’s exactly right. That’s exactly right.

John (03:06): So one of the things that we teach a lot of, I’m sure you get this all the time. There are definitely people that are good at delivering consulting. They get very good at sharing their expertise, bringing third outside view to the world. They’re not so great at getting clients necessarily. And part of that is they see so many bad examples of what people are doing out there and they think they have to mimic just for consultants. If you’re going to say, here’s the three things every consultant should do or could do and now have all the clients they need,

David (03:39): Wow, you’re right. People really struggle. And in part I think it’s because they approach consulting. You need to sell it, and they try to be salespeople. And consulting is not sold, consulting is bought. You can’t sell someone a solution, a consulting solution to a problem they don’t have. So all you can do is approach people and be out there in the world in the right ways for the right people so that when they have a problem that you can solve, they’re thinking, Hey, you know what? I need to call John, John can help me solve this problem. So consulting is bought. You don’t sell at consulting, which is why being right side up is so important. Listening for most folks that are small that are under call it $5 million, and especially for startups, their biggest challenge tends to be that they’re too broad. That they make this crazy ironic mistake of saying, well, but I need to keep my market as broad as possible so that I can win business. And it’s the exact opposite. I mean, I’ve got all the evidence in the world, and even though it’s really hard to do, you have to give up 90% of your possible audience so that you are exactly right and attractive and credible for that 10% or 1% that will then say, oh, you are the person. Your firm is the firm and up to about 25 million. You find the larger the firm, the more specialized they are.

John (05:18): I think that’s hard, particularly for people getting started. That’s hard because it means saying no a lot, right? And nobody wants to say no to what they think could be an opportunity. And that the challenge.

David (05:28): Yeah, well, you don’t necessarily have to say no. You can still be opportunistic. What we tend to tell people is be narrow in your marketing and broaden your capabilities, which means especially if you need to keep the lights on, if you need cash, and at the beginning you need cash. If someone comes along and says, Hey, I’m willing to pay you 25,000 or a hundred thousand or whatever to do something, it’s okay to say yes. However, in any of your marketing, in any of your discussions as you’re telling people, here’s what I do, you want to be very narrow resonates and narrow is memorable. Does that resonate with you

John (06:06): Or Yeah, I love that too because also, yeah, no, absolutely. And one of the things I love that you said was about taking the a hundred thousand dollars because frankly that’s how you develop your experience. Sometimes you go figure out something you don’t know how to do and you end up deciding, Hey, we’re pretty good at that. Absolutely. Or we develop an expertise to do that.

David (06:24): And also it would be crazy if you decide what I’m going to do is I’m going to focus on water bottles and you get 12 requests from, I don’t know, people that want you to advise ’em on how to build chairs. I’m on water bottles. It’s like, dude, listen to the market. The market is telling you something. So just listen to the market.

John (06:47): I want to back up a minute to something you said that you can’t sell somebody who doesn’t have a problem. I essentially sell strategy. Most businesses we work with don’t ever wake up and say, I’m going to go buy strategy today. So how do you sell something? And I know you’ve written about this, how do you sell something to somebody who has the problem? They just don’t know they do.

David (07:08): So I don’t know if you’re going to like my answer to this one because what we typically tell people is don’t, and we have a whole thing we call fishing where the fish are, and your prospects are either aware they have a problem or don’t or they’re not aware. And also, so that’s one way you can think of them. Another way you can think of ’em is if they have a problem, how urgently do they want to solve it? They want to solve it now or maybe in the future or no urgency at all. And we highly recommend you target people who are aware of the problem and want to solve it now. And the reason is they’re really easy to win business from trying to convince people they have a problem. That’s hard work. You can do it. There are ways at it, I can tell you some ways at it, but I would much rather just go after the people who are saying, oh yeah, I want to solve this problem you’re talking about. It’s just easier.

John (08:01): And I guess probably what ends up happening, or at least for us is they don’t wake up and say, I want strategy, but they wake up and say, how come I have to compete on price all the time? How come my competitors show up in search results and I don’t show up? And it’s like, well, those are strategy problems. And so it’s really selling. It’s understanding the symptoms. Right.

David (08:22): That’s exactly right. That is a hundred percent right. And again, we run into this all the time. Consultants at least like to talk about themselves, these big terms, general terms, but that’s not how clients are describing their symptoms.

John (08:35): Yeah, absolutely. Do you believe that consultants need, I guess this is a yes or no answer or this might be a depends. Do you think they need a framework? Do you need something that’s repeatable that you can take out to somebody and say, here’s our framework,

David (08:51): Yes, there’s my yes or no answer. Yes. Would you like more behind that? Yes. For two reasons. Two reasons. One, unless you have some sort of framework repeatable approach, you have nothing scalable. So you cannot scale a hundred percent bespoke. And second, a framework, a view of the world creates credibility. It shows that you understand this problem, this challenge, and that makes you a more reliable solution. You don’t need to be different, you just need to be credible. And the framework creates credibility.

John (09:29): I also find that you get better at it. I mean, if you’re practicing the same process or methodology, you get better at delivering results. Right,

David (09:37): Exactly. Like I said,

John (09:38): Three. Okay, let’s throw another one out then. Projects, three reasons. No, go ahead. We have a little delay I think in our thing, so I’m stepping on you a little bit there. Yeah,

David (09:47): I not sure why.

John (09:49): I’ll throw out another one. Projects versus retainers, tuck that one through

David (09:53): Just different types of, so you’re talking about different contract structures or what happens frequently is this conflating of contract structures, meaning how you get paid and work structures. And it’s understandable that they get conflated because certain types of projects or work fits better with certain fee structures, project work. By and large, you want to be paid a project fee, which can be determined in front or advanced variable or fixed advisory work or ongoing work tends to be better set up as what we would call a stipend. We don’t really talk about retainers. Attorneys get retainers, which is a lump of money them, and then they draw against it hourly. A much better model is what we would call a stipend, which is a periodic payment. You don’t draw down against it, it’s just a payment. And that keeps you available to give advice or what have you, or work on the client’s issues for a month or a quarter or a year. If you can get a decade long stipend, that would be good. So matching the right contract structure with the right type of work helps. That’s one that’s complex enough. I would advise folks go and grab an article or look at it like my second book or even my first book to see different pricing structures.

John (11:19): The one that we’ve fallen on for years, you and I, again, we’re talking before I hit record, but is we like to deliver strategy upfront. So that’s like everybody buys that product. You don’t pass go without doing that if you’re going to retain us. And then it’s like, well, for the next year, how much could you pay us on a monthly basis and we’ll check all the boxes quarter by quarter. You actually gave that a name that I had not called it. So you want to describe that in your words.

David (11:47): Yeah. Well, we call that Colorado pricing, where you ask the client basically what fee would you feel comfortable paying on a periodic basis pretty much forever, at least for the next couple of years or three years? What’s going to feel comfortable paying monthly or paying quarterly, paying twice a year and whatever that price is, we will figure out then how do we create value within that. And if at any point you feel like you’re not getting your value, you let us know or we’ll cut it off. We call that Colorado pricing.

John (12:23): So one of the things that I discovered early on is to do that pricing model, you have to have a very high level of trust with a client because you’re essentially saying, trust me, you’ll get the results for this price. So how do you develop that level of trust, particularly early on?

David (12:42): Yeah, so you develop trust. That’s a big topic. There are ways to develop trust quickly. What anybody will tell you is the way you develop trust is by being trustworthy. And that means a lot of things, no question. So we talk about trust as being a trust triangle. There are three points in the trust triangle and in the middle is me. But from this client’s point of view, client client is always thinking me. They’re thinking, there’s three questions. The client is thinking, do you have my best interests at heart? Are you thinking about me? And the client is thinking, are you going to help me? And separately, it sounds similar, but it’s actually different. Are you going to hurt me? And so very quickly you need to demonstrate that you’re putting their interest first. For instance, by not saying you can do things that you can’t actually do by recommending, perhaps they find a different expert for certain things that shows you’re putting their interest above yours.

(13:43): You show that you can help them by showing your credibility, by case studies, by pointing out the value of working with you, but also really important. And this is even more important in certain cultures. When you get outside the us, you just show you’re not going to cause harm. That can be a little bit harder to demonstrate, but it can come across in your emails and how you phrase things. And if you’re ever in a meeting where there’s your client and multiple people, you go out of your way to make sure even if someone says something dumb or wrong, that you never embarrass them, that you help everybody look good. And if you can do with those, you can focus on that trust triangle, then you can fairly quickly build the kind of trust that allows you to create these relationships where you do Colorado pricing. Of course, you can also start out and say, let’s give it a three month trial.

John (14:38): Yeah. I’ll tell you one that I’ll throw into there, and it’s maybe because of who we’ve tend to work with over the years and my point of view about systems demonstrating that you have a process really goes a long way towards building trust.

David (14:53): Yeah, I agree with that. I think that’s a really

John (14:55): Good point. I think a lot of people have been burned by consultants who were winging it. Let’s face it.

David (15:02): Yeah, I agree with you. I do think that’s a really good point showing you’ve done it before, showing results. That’s all part of the credibility. And you can help me bucket being able to say, yeah, we’ve got this thing all mapped out. Here’s our 25 step diagnostic or 25 point diagnostic on this. Yeah, that makes a big difference.

John (15:22): We’ve gone 15 minutes and 32 seconds into our interview, and I’ve not mentioned AI yet, so I’m going to do that now. How do you see it changing the industry from the consulting industry?

David (15:36): Yeah, John, my point of view is anybody who prognosticate on this, anybody is setting themselves up to be wrong. We all know it’s going to affect the industry and however we predict it is going to be wrong. It will have a massive impact where exactly how clients will use it and how consultants will use it. Boy, it’s hard to tell. I’m seeing so many fascinating applications of ai. I mean, it’s just extraordinary things I wouldn’t have imagined. I will tell you, I would not like to be an entry level consultant in today’s world because entry level analysis, I can interview a dozen of my clients, the end customers to get feedback, run it through AI and have one hell of an analysis in no time as opposed to paying what was a junior consultant to do that kind of thing. But where it’s going to go, gosh, I don’t know. Where do you think it’s going to go?

John (16:38): Well, again, I wasn’t asked really to look futuristic as I’m with you. I mean everything will change next week, but I’m seeing immediate impact right now. And you just mentioned one of them certainly on entry level, but I think in a lot of ways what it does is I think it makes the informed consultant actually more valuable because there is a lot of misinformation, there’s a lot of misuse, there’s a lot of misunderstanding. And I think that somebody applying the tools appropriately is actually going to become more valuable.

David (17:10): And since AI hallucinate, I think is the term right, they just make things up. Unless you’re informed enough to know and be able to recognize the hallucination, AI becomes quite dangerous. And yeah, I’m not terribly concerned about AI replacing consulting. I think what’s more interesting is going to be how consulting firms effectively use AI to create more value for clients. And again, I’ve seen some pretty wild and fascinating attempts at that already.

John (17:43): Yeah, I mean, I know from our standpoint, we are expanding some of our deliverables because we can things like trend analysis and threat analysis and opportunity analysis. There are some things that can be added that I don’t know if they immediately add a lot of value, but they certainly add more substance to the deliverable for

David (18:05): Good, bad, and indifferent. And it’s good thought starters. We have clients who are building experts for their clients who are saying, look, you have a question. What we’ll do is legally we will load the top 10 books on this particular topic. We’ll create a custom bot for you, and it will just tell you, if you were to ask these top 10 authors what they think, here’s what they would say. And that’s handy. I mean, that’s an interesting piece of tech.

John (18:35): Yeah, you and I have been writing online, so a lot of our content has been consumed by these learning models. So I think that we’ve actually been using it to repurpose some of our own original content, which I think it’s actually very good at Currently. It’s not good at producing original content, but it’s good at consuming and understanding original content.

David (18:58): Yeah, it’s pretty interesting. I was a little freaked out the first time I went on the chat GPT and said, write an article on the style of David A. Fields. And because I published books and I published something like 400 odd articles, it was like, okay, and it knew who I am and it’s not graded original, and it did an okay job, but it’s a little freaky.

John (19:22): Yeah, it is. David, again, I appreciate you stopping by and the Duct Tape Marketing Podcast. Talking a little bit about marketing and consulting, where might you invite people to connect with you, find out more about your work?

David (19:35): They can always go to david a fields.com. So David a is in apple fields.com or check on LinkedIn. We run a 15 minute q and a every Monday, consulting best practices q and a on LinkedIn. And of course, I would encourage ’em to take a look at the book that you mentioned at the top, the Ible Consultants Guide to Winning Clients. It has done very well and well received, and I think most folks will find it quite helpful.

John (20:00): Yep, absolutely. I concur. Well, again, thanks for stopping by the Duct Tape Marketing Podcast and hopefully we will run into you one of these days out there on the road.

How To Build A Successful Online Community

How To Build A Successful Online Community written by Tosin Jerugba read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed Andrew Guttormsen the Co-founder of Circle: the All-in-one community platform for professional creators and world-class brands. Formally the VP of Growth at Teachable, Andrew has a deep background in courses, online marketing, memberships and building growth marketing teams.

Together we shed light on community mastery, onboarding excellence and how platinum communities excel in keeping members for the long haul.

Creating a thriving online community requires more than just a platform – it demands a strategic approach to engagement, growth, and retention. In this insightful episode, we dive into the secrets behind Oprah’s Community Platform, exploring the platinum community blueprint that keeps members invested long term.

 

Key Takeaways

Discover the power of signature gatherings – the secret weapon of platinum communities, fostering a sense of connection and commitment among members. Unveil the mystery behind Oprah’s choice of a community platform with Circle, exploring the unique features and strategies contributing to her community’s success. Dive into the retention strategies employed by platinum communities, emphasizing consistent new member acquisition, onboarding excellence, and delivering ongoing value.

Explore the significance of onboarding in creating a seamless welcome experience for new members, learning from successful communities like Pat Flynn’s Smart Passive Income. Uncover the commitment required to deliver on promises made to community members, aligning community goals with member expectations for sustained success and stay tuned to this episode for a deep dive into strategies that can turn your online community into a thriving, engaged, and long-lasting digital space.

 

Questions I ask Andrew Guttormsen:

[01:04] Tell us a bit about your entrepreneurial journey

[02:33] What is the distinguishing characteristic between a community and its counterparts e.g. an email list?

[03:51] What is Circle?

[03:51] What is it like being recognized as the online community platform for Oprah daily?

[06:01] In the community benchmark survey, who do you survey and why?

[07:27] Define the Platinum community

[08:59] What are some of the best practices for gaining new community members?

[13:00] What are some of the best practices for creating offerings of value to members?

[14:43] How do you make onboarding a really engaging event?

[18:49] Explain how platinum communities succeed in maintaining retention

[18:49] Where can people connect with you?

 

More About Andrew Guttormsen:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by Work Better Now

Visit WorkBetterNow.com mention the referral code: DTM Podcast,

and get $150 off for your first 3 months.

 

John (00:08): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Steve Stockman. He’s a producer, writer, and director of over 200 commercials that’s probably gone up since he wrote that web series films, music videos, and TV shows. He wrote, produced and directed the award-winning MGM feature film Two Weeks with Sally Field, and he’s also the author of a book we’re going to talk about today, how to Shoot Video. That Doesn’t suck. So Steve, welcome to the show.

Steve (00:37): Thanks for having me, John. I appreciate it.

John (00:39): So you probably don’t have empirical data on this, but you probably have some anecdotal data. How long will somebody watch a video? That sucks?

Steve (00:48): Oh, that sucks. Three seconds. We’re very attuned to good video versus bad video. If you remember the buttons on a radio, because I used to be in radio, it took a while to understand that it takes about three seconds for someone to decide they don’t like what you’re doing, and that’s true in video as well, I think.

John (01:12): So let’s talk a little bit about what are some of the things that make a video hard to watch, which essentially probably fits it into the category of sucks.

Steve (01:20): Well, the first thing that makes it hard to watch is, oh, let me back up philosophically. The thing that makes video hard to watch is when you don’t feel comfortable that it’s going to a place that you’re interested in. So what I mean by that is that it’s kind of like turning the pages on a book about marketing. If you’re reading the first couple pages and you go, this person doesn’t know what they’re talking about, this is not for me. This book is badly written. I don’t understand the language, the points are nonsense. You’re going to stop reading that book in about three pages. And there are things that we do as people who produce videos that clue people in the same way that we have no idea what we’re doing, which makes sense because until 10 years ago, nobody ever asked normal human beings to make a video.

(02:11): They called people like me and said, can you come in with your crew and make a video? But now we carry around our cell phones and we are expected all day to be shooting video. And the truth is that we grew up on video from the time we were born. So we understand how it works, but we don’t speak it very well. So the shorter answer is that the minute somebody shows you that they don’t know anything about how to light a scene or that they’re pointing the camera in a way that’s unattractive, or their camera is shaking or their audio is terrible, or they cut between two things that make no sense to you, basically the minute that happens, we lose faith that you’re taking us on a journey and instead go, oh, this is terrible. Is it over soon or can I go? And then we click to one of 300 billion other things that we could be watching instead of your video.

John (03:08): So the book title is How to Shoot Video, which sort of implies, oh, you get out your camera and you turn it on, right, that’s the shoot. But there are many component parts, right to go to make a video that is something somebody’s going to watch. How do you think in terms of even preparing before the camera?

Steve (03:26): Well, I think the term of preparing is surprising to some people, especially because we’re used to, for home videos, we just pull out our camera and point, or we get to the Niagara Falls and we go, oh, that looks cool, and we go click and we roll for a couple seconds. But in truth, preparing is probably the biggest difference between what a professional does and what an amateur does. And so any preparation is good, but the key thing is to think about what you want to communicate to your audience, and you need to think about that not in terms of, oh, I want to promote a big sale that I’m having. You need to communicate that in terms of what’s in it for the audience to watch my video. Because a video that doesn’t get watched is like a tree that falls in the forest with no one around, right?

(04:19): It’s like nobody hears it. If you do a video that’s so bad that you drive people away, you might as well not have made it. And in fact, you would’ve been better off not spending the time or the money or calling in the favors or whatever you were doing to cause that video to come into existence. So the first thing you need to do is think about what your audience wants from you and what they want from your video. Seriously consider how you might deliver that to them. Video does some things really well. It does motion, it takes you on a trip or it does emotion. It makes you feel or laugh or cry or whatever. So motion and emotion are big things. Marketers often get hung up on information delivery and video doesn’t do pure information delivery particularly well, which is why commercials are never Hondas are on sale. Go buy them in big letters on black because if it were that easy, everyone would do it, right? Video just doesn’t do information. We won’t sit still for it without a story or without some emotion. And so your prep of what you’re going to say to people that they’ll value and how you’re going to deliver it is the first most important thing for you to do.

John (05:34): So in marketing copywriting specifically, there’s all kinds of advice that spend 90% of your time on the headline because you’ve got to get people interested in reading the rest of the copy. You see a lot of videos, especially on YouTube that are essentially an ad and you’ve got five seconds because I can click away after five seconds. So what’s the similar approach to the headline? I hear people talk about a hook. You have to get somebody really intrigued in five seconds. Do we overdo that? Does that make sense?

Steve (06:08): Yes and no. First, let me completely agree with the premise. Intrigue is the most important thing that you can supply to your audience, but if you make films or television shows or commercials, you quickly realize that’s true. Every single second of all two hours that you’re making that is intrigue is making the audience want to know what happens next. And in the hooky kind of YouTube first five seconds world, people tend to go for something sensational in hopes of intriguing. But there again, it’s not that easy. Car crashes are intriguing, but once we know it’s a car crash, we drive by, right? YouTube videos are the same. Once we know you’ve used some schlocky, come on, then you’re kind of in the neighborhood of those clickbait headlines like Elon Musk opens up about his feelings about something and you click on that once and you go, they don’t know anything about Elon Musk that I don’t know. And then you go look at something else, right? So trying to do a hooky opening that’s based on cheating the audience or grabbing them with a car wreck, it doesn’t pay off in the long run for you because trust is the most important thing you can provide to your audience. Yeah,

John (07:30): They feel cheated. They feel cheated, right? Yeah,

Steve (07:32): Exactly. But intrigue is saying to them, Hey, I’m going to show you something and let me show you the beginning of it, and now let me show you where this is going, and I want you to think about how it could all end up. And that’s really storytelling in a true sense.

John (07:50): I wouldn’t ask a lot of people this, but just in the time we’ve spent together, I think this is going to make a lot of sense to you. What’s the difference between narrative and storytelling as far as what you just described, the common movie where they start with the car crash, but that’s because that’s where the protagonist ended up, and now we’re going to go back to how they got there and tell the story. Am I making sense there? I mean, do you bring this idea of narrative into your story?

Steve (08:18): Yeah, even in commercials, story form is very important in video. So a story has a hero, a beginning, a middle, and an end, right? Right. And if you get that wrong in a commercial, then the end of the commercial is very dissing. And if you get it wrong, if you don’t set up a good beginning where you have a hero who has some sort of dilemma or problem or question or is in a situation that becomes very not intriguing, in other words, we need to immediately care about a character and where they might be going. And if we do that, then we are in a story. And I would argue that all marketing video needs to be storified skillfully. So let me give you an example of what I mean. If you have a, I don’t know, a guitar shop, one of a big music store where you sell guitars and other musical instruments to kids and people in your community who buy those things, and you’re known for antique guitars, not antique a hundred years old, but you’ve got the classics, the Stratocasters, and all those things that are like the ones that the rock stars played in the olden days, and maybe you even have a few of those around the shop and you’re known for that.

(09:37): There’s two ways that you could do a marketing video to put on your website. One way is to show, look, here’s a Stratocaster, and it was once played by somebody in Chuck Berry’s band and it’s $1,500 and then here’s another one and it’s $670. And your audience would basically be gone in about that three seconds. But the other way you could do it is you could think about what your audience loves about your store and how they love the fact that you have these vintage guitars. And you could tell a story of a high school girl who comes into your store and wants to buy the same kind of double barreled guitar that Jimmy Page played on Led Zeppelin Stairway to Heaven. And you could show in this video how she comes into the store, tries the one that you have draws a huge crowd with her virtuoso playing, loves the guitar, plunks down her 1500 hard earned dollars, this antique guitar, and then fast forward to her debut recital at high school where she’s playing with her band and killing it. That’s a story about what people love about your store that is way more intriguing and gets across exactly the same message as showing a picture of a guitar with a sign. The difference is nobody’s going to watch the pictures of the guitars with price tags, and everybody’s going to watch the story of this amazing young woman. And so by thinking in terms of story and delivering a story to your audience, you’ve vastly elevated the kind of marketing video that you’re doing.

John (11:19): And now a word from our sponsor, work better now. Work better now provides outstanding talent from Latin America, hand matched to your business with over 40 roles across various industries, including marketing. They’re a reliable partner for consistently finding the perfect fit for your business. Simply tell them what you need and they’ll handle the rest hassle-free. We have two work better now, professionals on our team, a marketing assistant and a marketing coordinator, and we’ve been blown away by their abilities, responsiveness, and professionalism. They’ve really become an essential part of our growing team. And to top it off, each dedicated and full-time work better Now, professional is 2350 per month, and there are no contracts to schedule a 15 minute consultation with a work better now rep and see how they’ll support your business growth goals, visit work better now.com, mention the referral code DT m podcast, and you’re going to get $150 off for your first three months. That’s work better now.com. And don’t forget that DTM podcast code. Yeah, you take people on a journey as opposed to shoving something down their throat, I guess.

Steve (12:30): Yeah, exactly. And also giving them something of value so that entertainment is of value to them, that emotion that they feel is of value to them. The chance to be with the hero of your story, this young woman and see her have a goal, have a way to get it done at your store and then succeed with it. People love that. I mean, that’s what we pay to go to the movies for, that we buy our subscription to Netflix for is those kinds of stories. So if you can do a real story that your customers will be interested in, that’s gold.

John (13:06): So let’s talk a little bit about the technical aspects. I know that we could spend all kinds of time unpacking all kinds of equipment and whatnot, but there’s the camera itself, there’s sound, there’s lights. I mean, there’s a lot of things that need to be considered, especially since a lot of my audience are amateur, so to speak. They’re producing video that they need as content, let’s put it that way. What are some of the most important things to consider as you consider the technical aspects?

Steve (13:32): There are two super important principles of learning to shoot video better from a technical aspect. One is that your smartphone shoots better video than Alfred Hitchcock could shoot with a crew of 150 mid 20th century. So it is smarter and more adept at lighting. It does focus beautifully. It does 4K video. It looks amazing, and you can shoot a movie on it. And that’s important because if you go on YouTube and you get all these tips about how to shoot video, you’re going to see a whole bunch of stuff that’s about three point lighting and framing and all that stuff. And that’s good information, but it’s not the information that you really need to create an effective video because in truth, your camera will light for you. It has algorithms in it that make it very hard to produce a picture. Not impossible, but hard.

(14:37): The only thing cameras don’t do particularly well is sound or cell phone cameras. And for that, if you’re doing a marketing video that you expect your customers to watch, you really need to get an external microphone or two and make sure that everything sounds really great, but looks-wise, your camera will do it all. And the reason I start with that is because amateurs especially get hung up on, well, what equipment? I need equipment. It’s like if you think about if you’re a golfer, if didn’t go out and buy the $25,000 golf clubs day one of your journey to the first lesson, what you did was you probably either rented or borrowed some clubs. And the reason you did that is because when you’re a complete amateur, you don’t know the difference between the $25,000 golf club and a $10 golf club. You’re learning that. And so learn with what you have.

(15:36): So most of us have smartphones, which are terrific if you’re going to shoot your own video. Some of us have DSLR cameras that also shoot great video and maybe have better lenses. If you’re a photographer, a skilled photographer, you will notice the difference between the lens of a really nice DSLR and an iPhone. But what you want to do is find a piece of equipment that’s easy for you to use so that you can focus on getting the message that you want to cross and telling the story you want to tell without having to worry about how the equipment works. And as you practice and get better, you’re going to realize that the $10 golf club is a piece of crap and you’re really going to need to upgrade. But you’ll learn that that’s part of your learning process, and you’ll learn what you like to shoot on. And you’ll get frustrated with, the phone doesn’t do this or this, and I really wish it did, so I’m going to upgrade to a prosumer black magic camera or Sony or something. But you don’t need to worry about that until you’re really good at video. People worry

John (16:40): About, yeah, you might learn that. You might learn that you just need to hire somebody that you don’t like doing it.

Steve (16:45): Yes. And there’s no shame in that, right? I mean, for example, I’m a director and I love video, but I don’t actually shoot it. I hire people who love to shoot video to work on my crew, and they make the pictures beautiful, and I look at them and go, could you tweak that a little here? Or Could you point a little more this way? Or We missed that part of the shot. That’s my job, but I don’t handle the camera because it’s not my thing. And the same with audio. I mean, I would never do my own audio, but I know a guy who’s brilliant and can mic 27 people at once and capture everything they do perfectly, and he’ll never make a mistake on the set. And he comes to all my shoots because he’s great at that. So yes, I think it was one of my favorite philosophers of the 20th century. Alf, do you remember Alf, the puppet prime alien life form? Sure. Yes. Alf said, the secret to happiness in life is to figure out what you don’t do and then don’t do it. So I’ve always tried to live by that.

John (17:53): So true. This is a silly question, but I have to ask it because everybody asks me, how long should a video be?

Steve (17:59): Video should be long enough to tell the story you want to tell in an interesting way, not a second longer. So if you think about it, if I have very good luck and a very skilled cast and crew and a pant load of money, I can make a movie like Marvel Avengers, and it will last three hours, and you will sit there through the whole thing and enjoy all of it. If I’m a bad videographer, 30 seconds will make you want to chew your leg off like you were caught in a bear trap and run, or hobble, I guess, if you chewed your leg off. So you definitely, it’s really all about the story and the skill of the storyteller, and not at all about the length of this should be. We used to think that the web wanted short videos, and sometimes it still does, but YouTube encourages its creators to do 10 or 20 minute videos on a regular basis. TV shows have always been half an hour or an hour long, or really 22 minutes and 46 minutes long with commercials. Movies have always been about two hours. They were an hour and a half maybe in the forties, and now they tend toward three, but they’re in there somewhere. The question is how long is it interesting? And what real estate do you need to tell the story? Because the minute you waste the audience’s time, they’re gone, right?

John (19:25): Yeah. When we were starting off air, you told me you have a video course that actually accompanies the book or that has supplemented the book. You want to tell us a little bit about that?

Steve (19:34): Yeah. I wrote the book 10 years ago and it’s been updated since. So the current version is very current and how to shoot video that doesn’t suck, doesn’t really talk about equipment. It talks about this communication, how to take your audience on a journey, how to think about communicating to them with video. And over the years, people have written me and said, why isn’t this a video course? Which I always thought was kind of funny. I always figured it as a book. And then the audio book did really well, and none of it has much to do with pictures, but people asked for it. And so I thought about it and it sort of became an opportunity to add things that weren’t in the book. So I did this video course that you can get at my website, steve stockman.com, and it’s 22 lessons, 22 short lessons with exercises that cover most of the key things from the book and then a bunch of other things.

(20:28): There’s a whole separate section on marketing video and how to do something that your customers are going to love to watch and that will help them understand more about you and make them feel good about working with you. And then there’s a whole bunch of other stuff, and you get the exercises, and I demo the exercises. And so different people like to learn different ways. If you like reading books, the book is there, and if you would rather have somebody show you for a couple hours how it’s done that you can break up into little bits and do on your own, the course is there as well.

John (21:03): Awesome. Well, Steve, I appreciate you stopping by the Duct Tape Marketing Podcast, and hopefully we’ll run into you one of these days out there on the road.

Unlocking Your Life’s Creative Brief: A Powerful Practice for Personal Transformation

Unlocking Your Life’s Creative Brief: A Powerful Practice for Personal Transformation written by Tosin Jerugba read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Bonnie Wan

In this episode of the Duct Tape Marketing Podcast, I interviewed Bonnie Wan, the Head of Brand Strategy at the renowned ad agency Goodby and Silverstein. With decades of experience in brand strategy, Bonnie introduces us to her transformative practice discussed in her latest book, Life Brief Method: How to Recenter Goals and Values in Your Life for Bettering Your Workplace. Dive into the conversation as we explore the essence of creative briefs and how they can be applied not only to businesses but to our personal lives for profound transformations.

Key Takeaways

A practice born from personal crisis, The Life Brief Method guides individuals through life’s crossroads with clarity and intention. In this episode Bonnie emphasizes the importance of embracing the “get messy, get clear, get active” approach, advocating for small, intentional shifts over grand gestures for lasting change. Uncover the power of daily micro movements in challenging limiting beliefs that lead to meaningful transformations. Whether it’s understanding the art of small shifts or recognizing that the key to transformation lies in openness to self-discovery, Bonnie Wan provides actionable insights to unlock your life’s creative brief and embark on a journey towards intentional living.

 

Questions I ask Bonnie Wan:

[00:58] Would you say the book is written for someone in transition or perhaps stuck?

[01:50] How has this practice transformed your life or your decision making?

[05:00] What is a creative brief?

[08:24] How has writing this book on creative briefs helped you become a better strategist?

[07:56] Would you say that in some ways the first step in getting unstuck in business  is understanding what limiting beliefs are?

[13:11] Explain what the three stages of creating a life brief?

[15:43] As a practice is do you create a life brief solo or would need some help?

[16:50] Is there a tendency for people to make big decisions in order to make change in their lives as opposed to micro-movements?

[19:13] Is there a particular time in life to begin this practice?

[20:30] Where can people connect with you and pick up a copy of The Life Brief?

More About Bonnie Wan:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

John (00:08): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Bonnie Wan. As the head of brand strategy for the storied ad agency, Goodby and Silverstein, Bonnie Wan has helped the world’s most iconic brands align with their essential virtues using a tool called a creative brief. So when she found herself on the precipice of her own deep dissatisfaction and doubt, she turned the same tool inward. And we’re going to talk about that because she talks about it in her book Life Brief Method, how to Recenter goals and values in your life for bettering Your Workplace. So Bonnie, welcome to the show.

Bonnie (00:48): Thank you for having me, John. It’s an honor to be here.

John (00:52): Well, so let’s start with you talk about the book being kind of a tool for people navigating life’s crossroads. So would you say that’s who this book is really written for? Somebody who feels in transition or maybe stuck?

Bonnie (01:05): I think that’s the reason some people will want to come into it because when we feel stuck, we suddenly are grasping and opening our minds and hearts to new approaches. But at the end of the day, I think the book can be useful for anyone across all the various parts of their lives. And in the 14 years I’ve been doing this, I’ve met people using this practice across everything they’ve written briefs for everything from parenting to relationships to their careers and their side hustles.

John (01:40): Awesome. Well, we’ll talk about some of those examples, but first I guess I want to hear a little bit of your story. I mean, I said in the bio in your intro that some of this came out of your own searching. So I’d love to hear a little bit about how this practice has maybe transformed your life or at least your process of decision-making.

Bonnie (01:59): Yeah, so it originated in a moment of personal crisis for me, a crisis of meaning in my marriage. Back in 2010, I’d already been doing brand strategy for decades, so I was very practiced in it for business, helping companies get really clear about the essence, who they are, what they believe, and what they want so that they could be as innovative and creative as. So when I found myself at the crossroads myself, I thought my husband was the problem. I thought my marriage was broken, and the same stories were swirling in my head. And again, at the lowest darkest point it was either I was going to move ahead and fracture this thing we had created or I was going to try something new. And in that moment, a reflex popped up, which was my strategy reflex. I recognized the confusion I was facing and the urgency and need for change.

(03:06): So instead of operating as someone who was troubled in their marriage, I put on my strategist hat and I dropped into what is at the essence of what’s going on here. And I started writing because as a strategist, I like to say my job is to find meaning in messiness. I look at a company, the problems are in how their category is changing. I help them find the way through by dropping into what’s essential, not all the noise. So that’s what I did right there in my childhood bedroom, I dropped in through writing to, the essential question for me is, what do I want? Not what does my marriage need? What do my children expect? Not what my parents want for me, but what do I want? At the end of the day, and after a couple of hours of writing, I stepped back and I looked at what had come out onto the page, and what I realized was my first big aha, which is, oh, my problem isn’t my husband, my problem is my relationship with time.

(04:17): Because everything I had written about was wanting more time to be with him, not fighting, negotiating, debating more time with my children, more presence and facelessness for myself. And once I was able to see that, and I could only see that because I had the distance of writing it was on a page and I could be in relationship with it, only then did I get that aha that took me into a different direction in terms of calling forth what my solutions could be for the real problem at hand, which is where I was aiming my attention, how I was prioritizing my time.

John (05:00): I want to dive more into that, but I feel like I’ve gotten a little ahead of myself. I know what a creative brief is, but maybe listeners, that analogy that really underpins the entire book, maybe we ought to back up a little bit and explain what that is and how you use that as an analogy from your professional work.

Bonnie (05:18): So the name kind of says it all right. It’s a brief meaning a distillation of creativity. So it’s a creative briefs are a sharp and sticky distillation of what a brand stands for, what a company stands for, and where their ambition is. And that brief is a single-minded single page document that culminates in a single idea about where we’re going and aligns everybody on a team to get onto that singular strategy. And that is usually expressed in a way that is explosive creatively, meaning once you read it, boom, you have so many ideas. And that’s what creative briefs do. Not only do they distill to the essence, but they expand your sense of possibility. A life brief does the same for people. It’s a clear and concise declaration of what you want expressed in a way that just tattoos onto your mind and into your heart so that every decision, choice, action you take starts and emanates from that place.

(06:37): So for instance, my marriage brief actually was handed to me from my husband. It was the second time that life briefing saved our marriage. It’s called Mad Love. And now the brief itself has five sharp declarative statements about what our partnership means to us. But it’s summarized in that phrase mad love because he asked me the question in the middle of a really everyday fight, are you still madly in love with me? And I was completely taken aback that was not what I was expecting to come out of his mouth, but once it came out of his mouth, an answer came up in my throat. And luckily I didn’t let it out in that moment because it was no, I am not madly in love with you. But it did stir stirred with me for weeks when I then had to unpack for myself first and foremost, because the life brief is a private practice of permission.

(07:38): I had to sit nakedly honest and think about do I want mad love? And that was hell, yes, I’m too young to not experience mad love ever again in my life. And then the harder question, do I want mad love with my husband? After 17 years of marriage, four kids, three moves, four moves maybe at that time. And eventually it got to the answer, yes, I do want mad love. And from there, once I declared it for myself, this is the private practice, it’s not for anybody else, but once I got to the exclamation point declaration of Yes, I am ready to be madly in love with my husband again, my action showed up automatically differently the next day.

John (08:24): This is probably not, well, maybe you’ve had this question, but as I go through the parts of this, I feel like this book is actually a really great primer on how to create a creative brief as well. Have you ever gone backwards instead of just you, your experience created the analogy, but now it’s like this is maybe the best book on a creative brief I’ve ever seen.

Bonnie (08:48): Thank you for saying that. It’s funny, writing the book made me a better strategy for sure, because my editor’s mantra to me was, so much of this is intuitive. Your job is to walk the blind horse down the mountain to water through your words. So I had to really translate everything that was so intuitive to three decades of doing this work and spell it out for somebody in some state in some suburb or rural farm who had never even heard about creativity, creative briefs, advertising, et cetera. So I really had to explain to a listen. And so it made me a better strategist. And then I just had one of my industry heroes read it and he said, what’s in here is a really great strategy book. So I honored, I felt honored that it has dual purposes.

John (09:48): Alright, so staying on that track a little bit, but I’ve done for 30 years myself, marketing strategy for small mid-size businesses. And one of the things that I struggle with the most, or I have to get people over is that in business in life, we are hobbled by a lot of limiting beliefs. And a lot of times people won’t do the bold thing in their business that the creative brief obviously screams to because they believe something that’s true or not true. So in life, that’s really the first step, isn’t it? I mean, what are some ways that a lot of times these limiting beliefs are very powerful or have a very powerful hold on people? So would you say that in some ways is the first step is understanding what these limiting beliefs are and the hold that they have?

Bonnie (10:32): Yes. The writing practice that this invites helps call forward those limiting stories or beliefs, and I hear them all the time in my workshops applied to personal lives and often they’re adopted or inherited from as young as childhood. I had a woman at a retreat say to me the first day of the retreat, my parents told me never to ask for what I want. It will always lead to disappointment, but it’s so great as you said, to be aware, oh wait, that’s not my story. At least it’s not built from my own experience of life. But that was something I was told and well-intentioned by people who love me and want to keep me safe, but now that I’ve created awareness around it and I can see it in writing now, let’s play with it like clay. What if it wasn’t true? What would I replace that story with?

(11:33): What evidence do I have that belief is true? What evidence do I have in my own experience of life or business that demonstrate the opposite of this belief is true. The other limiting belief that I think we all share culturally is that there are only ever two choices in life or business, yes or no stay or go this or that. Whereas growing up you and I in creative industries, marketing is a creative space in the world of business because you have to look beyond what is today and imagine what could be. And being in that creative space, having spent so many years in it, I see such a range of possibility beyond yes or no, stay or go, but we have to train ourselves. And that’s why I call it a practice. We have to practice imagining some really bold and brave what ifs. And only when we expand our minds that way can we start to pursue new sets of realities for our businesses and our lives.

John (12:48): I’m glad you mentioned the word practice because that’s where I think you diverge from. The idea of a creative brief is a lot of times for a creative brief, it’s more of a plan that we’re going to act on or we’re going to create goals around, whereas you call this a practice, and I think that’s where it really, I think it really diverges from the analogy a bit. What we probably ought to do is dive into what the practice or the approach looks like. You talk, there’s the three stages that you go through. So maybe start unpacking that a little bit.

Bonnie (13:19): Yeah, I’ll step back for a minute and just say, creative briefs are not quite plans, but they help us get to plans and actions. I see creative briefs as springboards because they don’t tell you the ideas nor how to execute on those ideas, but they do tell you a very sharp and potent starting place to think about how to solve business problem or a brand problem. And it is the starting point from which everyone, creatives, then producers, then makers, they all leap from that place. So it’s not exactly a plan, but it is the spark and catalyst for us to get to great ideas. And then the plans for those ideas. When I talk about practice, it is the practice of getting messy, then getting clear, then getting active, which are the three parts of the life brief and the book and getting messy is the part that we like to skip in this really fast-paced business culture we all work in, right?

(14:28): Everything’s urgent, everything’s a fire. But the important step is to step back and reflect and get clarity on your strategy before you invest a lot of time, energy, and money in the actions. If you don’t have the clarity of where you’re going to go, then you’re going to have a lot of U-turns. You’re going to have a lot of waste of expenditure. If you’re talking about a business, right? You’re going to be throwing spaghetti at the wall. So if you take a moment, it’s not a long time, but just to get messy, meaning getting all the ingredients out on the table so that you can make meaning of it. So you can sort it and separate it and then get really clear on what matters and then express it in a powerful, inspiring way. Now all your actions are going to sing, they’re going to be smart investments because you started from that place of clarity, and that takes practice. We still have to unwind all those years of behaviors that we have in terms of acting first and then apologizing later.

John (15:34): A lot of times when we work with brands, they bring us in as a third party outside, we can see things they can’t see or things that they just take for granted anymore. Right. So does this as a practice, is it hard to do yourself? I mean, do you need a coach to do this? Do you need a team of people that know you well to help get some of this out?

Bonnie (15:53): Great question. Well, if you’re going to do it solo, it does work solo. That’s why the writing is important, because when you write things down, you create distance between you and your feelings, you and your anxiety, you and your fears. And once captured and parked in writing, you can now look at it from a lens of curiosity and distance that is less fraught. But people do love life briefing together. And so in the earliest days of this practice, people loved attending the workshops. People loved buying my first thought starter. Workbooks that the agency printed could be silver senior partners, they’re so wonderful partners on this practice, but people would buy them in bundles of three or multiple bundles of three for their work team, for their girlfriend weekend as couples, as families. So I think there’s some elevated sense of permission and inspiration when people life brief together.

John (16:55): So particularly when we’re talking about somebody in transition or stuck and they go through this, is there sometimes a tendency to want to say, I’ve got to do something really big. I’ve got to quit my job, I’ve got to move across the country. That’s the only way to change it. When you actually talk about lasting and meaningful change comes more often from a daily flow of micro movements. And do you sometimes have to help people resist that? It might just be a slight change or a slight different way to think about, or even like we’ve had brands we worked with where we just changed the wording in their promise and it made all the difference.

Bonnie (17:30): That’s right. We often think because of the urgency of the fear or the feelings or the high stakes world of competition, right? There’s no time we have to go big or go home. I found the most dramatic changes happened in a series of tiny steps, just like you said, tiny inflections and shifts that made all the difference, that created ripple effects that led you to big change. So you yourself, don’t have to leap, burn the house down, quit your job, get a divorce, quit your children up for adoption, make your pet. It might feel that way. But if you have the clarity, again, you can start by the smallest singular step that is irresistible and inexcusable, and then see what unfolds from that small shift. And often no one else in your life notices that shift, but you and the internal shifts are actually the ones that are most powerful. And as soon as you shift how you show up in a meeting, how you show up with your spouse, how you show up with your kid, suddenly they might not even notice it, but they start to shift because it’s this interrelational dance that happens between how we show up and the world we’re in.

John (18:59): So you’ve, over the years of doing this, you’ve probably worked with people in different ages, different places in their life. Do you find that people approach it differently? Do you find that it applies almost the same way regardless of where people are? Or is there a perfect time in your life to do this?

Bonnie (19:18): There’s no perfect age, time or way, but I find the thing that is shared for people who really get into the process are unlocked by the practice, is that they are open. They come into it and open-hearted. If you’re resistant, this isn’t going to work because this is a self unlocking book and practice. You have to be open. And so seekers, people who really want to be bettering themselves in their business, in their work, in their relationships, it’s that openness that is shared across the demographics. So like we say in marketing, it’s more important to understand the mindset and what unites your audience than what makes them different. And this is a practice that cuts across all ages, stages, and types of moments and types of people. What makes it potent is if you come in open to trying something new.

John (20:26): Absolutely. Well, Bonnie, I appreciate you taking a moment to stop by the Duct Tape Marketing Podcast. You want to invite people where they might connect with you, learn more about your work, and obviously pick up a copy of the life brief.

Bonnie (20:35): Yes, the life brief.com is where you can find everything. The Life Brief book launches on January 16th, and it can be anywhere. You can buy a book, Amazon, bards and noble bookshop.org. Thank you John for having me.

John (20:52): Awesome. Well, again, I appreciate you stopping by and hopefully we’ll run into you one of these days out there on the road.

The Top 5 Episodes of the Duct Tape Marketing Podcast in 2023

The Top 5 Episodes of the Duct Tape Marketing Podcast in 2023 written by John Jantsch read more at Duct Tape Marketing

2023 was a year of remarkable growth for the marketing industry. With a rapidly changing landscape, it’s never been a more exciting time to be an entrepreneur.

I was able to visit with many phenomenal guests on the show this year. It’s been nice to review some of the most popular episodes from 2023. Which one was your favorite?

Want more? Check out the full lineup of shows here.

1. Ash Ali & Hassan Kubba – Uncovering the Hidden Power of Your Unfair Advantage

Both successful tech entrepreneurs with humble roots, Ash and Hassan have a message of hope to share. Despite not going to university, Ash became a serial tech founder and the first marketing director of a unicorn startup – Just Eat). Hasan built a successful startup from his bedroom with nothing more than an online course and a yearning to escape the ‘rat race’. They are now international bestselling authors, coaches, and keynote speakers. Their latest book is – The Unfair Advantage: How You Already Have What It Takes to Succeed.

Biggest Takeaway:

Behind every story of success is an unfair advantage. Your unfair advantage is the element that gives you an edge over your competition. In this episode, I talk with Ash Ali and Hasan Kubba about how to identify your own unfair advantages and apply them to any project in your life. We talk about how to look at yourself and find the ingredients you didn’t realize you already had, to succeed in the cut-throat world of business.

Click here to listen to the episode.

2. Kenneth Wenger – Unveiling the Future of AI

Kenneth Wenger is an author, a research scholar at Toronto Metropolitan University, and CTO of Squint AI Inc. His research interests lie at the intersection of humans and machines, ensuring that we build a future based on the responsible use of technology.

His newest book, Is the Algorithm Plotting Against Us?: A Layperson’s Guide to the Concepts, Math, and Pitfalls of AI. Kenneth explains the complexity of AI, demonstrating its potential and exposing its shortfalls. He empowers readers to answer the question: What exactly is AI?

Biggest Takeaway:

While significant progress has been made in AI, we are still in the early stages of its development. However, the current AI models are primarily performing simple statistical tasks rather than exhibiting deep intelligence. The future of AI lies in developing models that can understand the context and differentiate between right and wrong answers.

Kenneth also emphasizes the pitfalls of relying on AI, particularly in the lack of understanding behind the model’s decision-making process and the potential for biased outcomes. The trustworthiness and accountability of these machines are crucial to develop, especially in safety-critical domains where human lives could be at stake like in medicine or laws. Overall, while AI has made substantial strides, there is still a long way to go in unlocking its true potential and addressing the associated challenges.

Click here to listen to the episode.

3. Amanda Holmes – The Fastest and Least Expensive Way to Double Your Sales

Amanda Holmes is the CEO of Chet Holmes International (CHI) which has worked with over 250,000 businesses worldwide. At age 24, she inherited her father’s multi-million dollar enterprise, which specializes in helping companies double their sales. She’s the author of a book — Based on The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies.

Biggest Takeaway:

At just 24, Amanda Holmes inherited her father’s multi-million dollar enterprise – Chet Holmes International. Without much direction, she had to navigate the uncharted waters of running an enterprise at that scale. In this episode, Amanda shares more about her journey as CEO and the challenges of implementing change in a long-standing organization. Amanda dives into the process her father developed years ago that has helped large companies quickly double their sales and how she has helped that process evolve over the years.

Click here to listen to the episode.

4. Russell Henneberry – How to Maximize the Power of Newsletters

Russell Henneberry is a renowned digital marketing expert, digital marketing consultant, speaker, and co-author of Digital Marketing for Dummies. He’s the Founder of theCLIKK, an email newsletter about digital marketing. Russ also consults and trains employees of companies through his Digital Advisor program.

Biggest Takeaway:

Newsletters have made a comeback by combining email marketing with content marketing and direct response promotion. By building trust, providing education, and offering entertainment, newsletters have the power to nurture subscribers and connect with them by creating engaging content, and effective calls to action. It is important to have a voice to attract and maintain subscribers depending on the niche of your business and not rely completely on AI to generate content and to maintain a human touch.

Click here to listen to the episode.

5. John Jantsch- Fractional CMO: Reinventing Marketing Strategies

John Jantsch is a marketing consultant, speaker, and author of Duct Tape Marketing, The Referral Engine, The Self-Reliant Entrepreneur, and The Ultimate Marketing Engine. He is also the founder of the Duct Tape Marketing Consultant Network, which trains and licenses independent consultants and agencies to use the Duct Tape Methodology.

Biggest Takeaway:

Strategy is one of the most essential elements to running a successful business today. Whether you are a business owner or a consultant, who doesn’t understand why your marketing is not working the way it should, the Fractional CMO model could change your business. 

Fractional CMOs help companies and business owners develop strategic marketing plans in a more cost-effective solution as they are not full-time employees, but they have the expertise of a seasoned marketing executive. They will develop the marketing activities through strategic planning that could improve the relationship companies have with their clients, as they are able to understand better how to guide the perfect customer journey.

Click here to listen to the episode.

Is your favorite episode on the list? If not, we’d love to hear which one you enjoyed listening to the most!

For our podcast audience, we can’t thank you enough for your support over the years! If you like the show, click on over and subscribe and if you love the show give us a review on iTunes, please!

Mastering Intrigue: How to Shoot Video That Doesn’t Suck

Mastering Intrigue: How to Shoot Video That Doesn’t Suck written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with Steve Stockman

In this episode of the Duct Tape Marketing Podcast, I interviewed Steve Stockman, a seasoned producer, writer, and director with over 200 commercials under his belt. His expertise spans various mediums, including web series, films, music videos, and TV shows. The discussion revolves around his book, How to Shoot Video That Doesn’t Suck, where he shares invaluable insights into creating compelling and effective marketing videos.

Embark on a journey to master the art of video production with Steve Stockman as he shares insights on shooting videos that captivate your audience. Discover the crucial elements that contribute to the success of a video, from storytelling techniques to understanding your audience’s needs.

Key Takeaways

Embark on a transformative journey into the world of video production with Steve Stockman in this episode of the Duct Tape Marketing Podcast. Gain insights into the power of intrigue, emphasizing authentic storytelling over sensational tactics to captivate your audience from the first few seconds. Steve highlights the importance of preparation, urging creators to consider their audience’s needs and deliver value through thoughtful planning.

Simplifying the technical aspects, he dispels the myth that expensive equipment is crucial, focusing on the storytelling element. Learn to storify your marketing videos, turning mundane showcases into engaging narratives that resonate with your audience. Steve also challenges the notion of ideal video length, stressing the importance of conveying your message effectively without wasting the audience’s time. Elevate your video marketing game with Steve Stockman’s actionable insights for creating compelling, engaging, and impactful content.

 

Questions I ask Steve Stockman:

[00:44] How long will somebody watch a video that sucks?

[01:13] What are some of the things that make a video hard to watch?

[03:08] What things do you have to have prepared before turning on the camera?

[05:56] Much like a hook in copywriting, how do you get people intrigued in the first 5 seconds?

[07:56] What’s the difference between narrative and storytelling?

[13:27] What are some of the most important things to consider in the technical aspects of videomaking?

[17:57] How long should a video be?

[19:27] Tell us a bit about the video course that accompanies your book?

 

More About Steve Stockman:

 

 

Get Your Free AI Prompts To Build A Marketing Strategy:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by Work Better Now

Visit WorkBetterNow.com mention the referral code DTM Podcast and get $150 off for your first 3 months.

 

John (00:08): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Steve Stockman. He’s a producer, writer, and director of over 200 commercials that’s probably gone up since he wrote that web series films, music videos, and TV shows. He wrote, produced and directed the award-winning MGM feature film Two Weeks with Sally Field, and he’s also the author of a book we’re going to talk about today, how to Shoot Video. That Doesn’t suck. So Steve, welcome to the show.

Steve (00:37): Thanks for having me, John. I appreciate it.

John (00:39): So you probably don’t have empirical data on this, but you probably have some anecdotal data. How long will somebody watch a video? That sucks?

Steve (00:48): Oh, that sucks. Three seconds. We’re very attuned to good video versus bad video. If you remember the buttons on a radio, because I used to be in radio, it took a while to understand that it takes about three seconds for someone to decide they don’t like what you’re doing, and that’s true in video as well, I think.

John (01:12): So let’s talk a little bit about what are some of the things that make a video hard to watch, which essentially probably fits it into the category of sucks.

Steve (01:20): Well, the first thing that makes it hard to watch is, oh, let me back up philosophically. The thing that makes video hard to watch is when you don’t feel comfortable that it’s going to a place that you’re interested in. So what I mean by that is that it’s kind of like turning the pages on a book about marketing. If you’re reading the first couple pages and you go, this person doesn’t know what they’re talking about, this is not for me. This book is badly written. I don’t understand the language, the points are nonsense. You’re going to stop reading that book in about three pages. And there are things that we do as people who produce videos that clue people in the same way that we have no idea what we’re doing, which makes sense because until 10 years ago, nobody ever asked normal human beings to make a video.

(02:11): They called people like me and said, can you come in with your crew and make a video? But now we carry around our cell phones and we are expected all day to be shooting video. And the truth is that we grew up on video from the time we were born. So we understand how it works, but we don’t speak it very well. So the shorter answer is that the minute somebody shows you that they don’t know anything about how to light a scene or that they’re pointing the camera in a way that’s unattractive, or their camera is shaking or their audio is terrible, or they cut between two things that make no sense to you, basically the minute that happens, we lose faith that you’re taking us on a journey and instead go, oh, this is terrible. Is it over soon or can I go? And then we click to one of 300 billion other things that we could be watching instead of your video.

John (03:08): So the book title is How to Shoot Video, which sort of implies, oh, you get out your camera and you turn it on, right, that’s the shoot. But there are many component parts, right to go to make a video that is something somebody’s going to watch. How do you think in terms of even preparing before the camera?

Steve (03:26): Well, I think the term of preparing is surprising to some people, especially because we’re used to, for home videos, we just pull out our camera and point, or we get to the Niagara Falls and we go, oh, that looks cool, and we go click and we roll for a couple seconds. But in truth, preparing is probably the biggest difference between what a professional does and what an amateur does. And so any preparation is good, but the key thing is to think about what you want to communicate to your audience, and you need to think about that not in terms of, oh, I want to promote a big sale that I’m having. You need to communicate that in terms of what’s in it for the audience to watch my video. Because a video that doesn’t get watched is like a tree that falls in the forest with no one around, right?

(04:19): It’s like nobody hears it. If you do a video that’s so bad that you drive people away, you might as well not have made it. And in fact, you would’ve been better off not spending the time or the money or calling in the favors or whatever you were doing to cause that video to come into existence. So the first thing you need to do is think about what your audience wants from you and what they want from your video. Seriously consider how you might deliver that to them. Video does some things really well. It does motion, it takes you on a trip or it does emotion. It makes you feel or laugh or cry or whatever. So motion and emotion are big things. Marketers often get hung up on information delivery and video doesn’t do pure information delivery particularly well, which is why commercials are never Hondas are on sale. Go buy them in big letters on black because if it were that easy, everyone would do it, right? Video just doesn’t do information. We won’t sit still for it without a story or without some emotion. And so your prep of what you’re going to say to people that they’ll value and how you’re going to deliver it is the first most important thing for you to do.

John (05:34): So in marketing copywriting specifically, there’s all kinds of advice that spend 90% of your time on the headline because you’ve got to get people interested in reading the rest of the copy. You see a lot of videos, especially on YouTube that are essentially an ad and you’ve got five seconds because I can click away after five seconds. So what’s the similar approach to the headline? I hear people talk about a hook. You have to get somebody really intrigued in five seconds. Do we overdo that? Does that make sense?

Steve (06:08): Yes and no. First, let me completely agree with the premise. Intrigue is the most important thing that you can supply to your audience, but if you make films or television shows or commercials, you quickly realize that’s true. Every single second of all two hours that you’re making that is intrigue is making the audience want to know what happens next. And in the hooky kind of YouTube first five seconds world, people tend to go for something sensational in hopes of intriguing. But there again, it’s not that easy. Car crashes are intriguing, but once we know it’s a car crash, we drive by, right? YouTube videos are the same. Once we know you’ve used some schlocky, come on, then you’re kind of in the neighborhood of those clickbait headlines like Elon Musk opens up about his feelings about something and you click on that once and you go, they don’t know anything about Elon Musk that I don’t know. And then you go look at something else, right? So trying to do a hooky opening that’s based on cheating the audience or grabbing them with a car wreck, it doesn’t pay off in the long run for you because trust is the most important thing you can provide to your audience. Yeah,

John (07:30): They feel cheated. They feel cheated, right? Yeah,

Steve (07:32): Exactly. But intrigue is saying to them, Hey, I’m going to show you something and let me show you the beginning of it, and now let me show you where this is going, and I want you to think about how it could all end up. And that’s really storytelling in a true sense.

John (07:50): I wouldn’t ask a lot of people this, but just in the time we’ve spent together, I think this is going to make a lot of sense to you. What’s the difference between narrative and storytelling as far as what you just described, the common movie where they start with the car crash, but that’s because that’s where the protagonist ended up, and now we’re going to go back to how they got there and tell the story. Am I making sense there? I mean, do you bring this idea of narrative into your story?

Steve (08:18): Yeah, even in commercials, story form is very important in video. So a story has a hero, a beginning, a middle, and an end, right? Right. And if you get that wrong in a commercial, then the end of the commercial is very dissing. And if you get it wrong, if you don’t set up a good beginning where you have a hero who has some sort of dilemma or problem or question or is in a situation that becomes very not intriguing, in other words, we need to immediately care about a character and where they might be going. And if we do that, then we are in a story. And I would argue that all marketing video needs to be storified skillfully. So let me give you an example of what I mean. If you have a, I don’t know, a guitar shop, one of a big music store where you sell guitars and other musical instruments to kids and people in your community who buy those things, and you’re known for antique guitars, not antique a hundred years old, but you’ve got the classics, the Stratocasters, and all those things that are like the ones that the rock stars played in the olden days, and maybe you even have a few of those around the shop and you’re known for that.

(09:37): There’s two ways that you could do a marketing video to put on your website. One way is to show, look, here’s a Stratocaster, and it was once played by somebody in Chuck Berry’s band and it’s $1,500 and then here’s another one and it’s $670. And your audience would basically be gone in about that three seconds. But the other way you could do it is you could think about what your audience loves about your store and how they love the fact that you have these vintage guitars. And you could tell a story of a high school girl who comes into your store and wants to buy the same kind of double barreled guitar that Jimmy Page played on Led Zeppelin Stairway to Heaven. And you could show in this video how she comes into the store, tries the one that you have draws a huge crowd with her virtuoso playing, loves the guitar, plunks down her 1500 hard earned dollars, this antique guitar, and then fast forward to her debut recital at high school where she’s playing with her band and killing it. That’s a story about what people love about your store that is way more intriguing and gets across exactly the same message as showing a picture of a guitar with a sign. The difference is nobody’s going to watch the pictures of the guitars with price tags, and everybody’s going to watch the story of this amazing young woman. And so by thinking in terms of story and delivering a story to your audience, you’ve vastly elevated the kind of marketing video that you’re doing.

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Steve (12:30): Yeah, exactly. And also giving them something of value so that entertainment is of value to them, that emotion that they feel is of value to them. The chance to be with the hero of your story, this young woman and see her have a goal, have a way to get it done at your store and then succeed with it. People love that. I mean, that’s what we pay to go to the movies for, that we buy our subscription to Netflix for is those kinds of stories. So if you can do a real story that your customers will be interested in, that’s gold.

John (13:06): So let’s talk a little bit about the technical aspects. I know that we could spend all kinds of time unpacking all kinds of equipment and whatnot, but there’s the camera itself, there’s sound, there’s lights. I mean, there’s a lot of things that need to be considered, especially since a lot of my audience are amateur, so to speak. They’re producing video that they need as content, let’s put it that way. What are some of the most important things to consider as you consider the technical aspects?

Steve (13:32): There are two super important principles of learning to shoot video better from a technical aspect. One is that your smartphone shoots better video than Alfred Hitchcock could shoot with a crew of 150 mid 20th century. So it is smarter and more adept at lighting. It does focus beautifully. It does 4K video. It looks amazing, and you can shoot a movie on it. And that’s important because if you go on YouTube and you get all these tips about how to shoot video, you’re going to see a whole bunch of stuff that’s about three point lighting and framing and all that stuff. And that’s good information, but it’s not the information that you really need to create an effective video because in truth, your camera will light for you. It has algorithms in it that make it very hard to produce a picture. Not impossible, but hard.

(14:37): The only thing cameras don’t do particularly well is sound or cell phone cameras. And for that, if you’re doing a marketing video that you expect your customers to watch, you really need to get an external microphone or two and make sure that everything sounds really great, but looks-wise, your camera will do it all. And the reason I start with that is because amateurs especially get hung up on, well, what equipment? I need equipment. It’s like if you think about if you’re a golfer, if didn’t go out and buy the $25,000 golf clubs day one of your journey to the first lesson, what you did was you probably either rented or borrowed some clubs. And the reason you did that is because when you’re a complete amateur, you don’t know the difference between the $25,000 golf club and a $10 golf club. You’re learning that. And so learn with what you have.

(15:36): So most of us have smartphones, which are terrific if you’re going to shoot your own video. Some of us have DSLR cameras that also shoot great video and maybe have better lenses. If you’re a photographer, a skilled photographer, you will notice the difference between the lens of a really nice DSLR and an iPhone. But what you want to do is find a piece of equipment that’s easy for you to use so that you can focus on getting the message that you want to cross and telling the story you want to tell without having to worry about how the equipment works. And as you practice and get better, you’re going to realize that the $10 golf club is a piece of crap and you’re really going to need to upgrade. But you’ll learn that that’s part of your learning process, and you’ll learn what you like to shoot on. And you’ll get frustrated with, the phone doesn’t do this or this, and I really wish it did, so I’m going to upgrade to a prosumer black magic camera or Sony or something. But you don’t need to worry about that until you’re really good at video. People worry

John (16:40): About, yeah, you might learn that. You might learn that you just need to hire somebody that you don’t like doing it.

Steve (16:45): Yes. And there’s no shame in that, right? I mean, for example, I’m a director and I love video, but I don’t actually shoot it. I hire people who love to shoot video to work on my crew, and they make the pictures beautiful, and I look at them and go, could you tweak that a little here? Or Could you point a little more this way? Or We missed that part of the shot. That’s my job, but I don’t handle the camera because it’s not my thing. And the same with audio. I mean, I would never do my own audio, but I know a guy who’s brilliant and can mic 27 people at once and capture everything they do perfectly, and he’ll never make a mistake on the set. And he comes to all my shoots because he’s great at that. So yes, I think it was one of my favorite philosophers of the 20th century. Alf, do you remember Alf, the puppet prime alien life form? Sure. Yes. Alf said, the secret to happiness in life is to figure out what you don’t do and then don’t do it. So I’ve always tried to live by that.

John (17:53): So true. This is a silly question, but I have to ask it because everybody asks me, how long should a video be?

Steve (17:59): Video should be long enough to tell the story you want to tell in an interesting way, not a second longer. So if you think about it, if I have very good luck and a very skilled cast and crew and a pant load of money, I can make a movie like Marvel Avengers, and it will last three hours, and you will sit there through the whole thing and enjoy all of it. If I’m a bad videographer, 30 seconds will make you want to chew your leg off like you were caught in a bear trap and run, or hobble, I guess, if you chewed your leg off. So you definitely, it’s really all about the story and the skill of the storyteller, and not at all about the length of this should be. We used to think that the web wanted short videos, and sometimes it still does, but YouTube encourages its creators to do 10 or 20 minute videos on a regular basis. TV shows have always been half an hour or an hour long, or really 22 minutes and 46 minutes long with commercials. Movies have always been about two hours. They were an hour and a half maybe in the forties, and now they tend toward three, but they’re in there somewhere. The question is how long is it interesting? And what real estate do you need to tell the story? Because the minute you waste the audience’s time, they’re gone, right?

John (19:25): Yeah. When we were starting off air, you told me you have a video course that actually accompanies the book or that has supplemented the book. You want to tell us a little bit about that?

Steve (19:34): Yeah. I wrote the book 10 years ago and it’s been updated since. So the current version is very current and how to shoot video that doesn’t suck, doesn’t really talk about equipment. It talks about this communication, how to take your audience on a journey, how to think about communicating to them with video. And over the years, people have written me and said, why isn’t this a video course? Which I always thought was kind of funny. I always figured it as a book. And then the audio book did really well, and none of it has much to do with pictures, but people asked for it. And so I thought about it and it sort of became an opportunity to add things that weren’t in the book. So I did this video course that you can get at my website, steve stockman.com, and it’s 22 lessons, 22 short lessons with exercises that cover most of the key things from the book and then a bunch of other things.

(20:28): There’s a whole separate section on marketing video and how to do something that your customers are going to love to watch and that will help them understand more about you and make them feel good about working with you. And then there’s a whole bunch of other stuff, and you get the exercises, and I demo the exercises. And so different people like to learn different ways. If you like reading books, the book is there, and if you would rather have somebody show you for a couple hours how it’s done that you can break up into little bits and do on your own, the course is there as well.

John (21:03): Awesome. Well, Steve, I appreciate you stopping by the Duct Tape Marketing Podcast, and hopefully we’ll run into you one of these days out there on the road.

2024 Marketing Trends for Fractional CMOs: A Guide

2024 Marketing Trends for Fractional CMOs: A Guide written by John Jantsch read more at Duct Tape Marketing

I’ve put together my thoughts on what 2024 holds for marketing strategists and fractional CMOs. But let me be upfront: I approach the concept of “trends” with a healthy dose of skepticism. Why? Because often, by the time something is labeled a trend, it’s either already happening or it’s just a shot in the dark.

Today, I want to cut through that noise and talk about real shifts that matter, especially for you fractional CMOs out there.

I’ve been in the marketing trenches for over two decades and I’ve learned to distinguish the fads from the game-changers. Over the years, I’ve learned to cut through the hype and zero in on what really drives a company’s success. For those stepping into the role of a fractional CMO, grasping this viewpoint is essential; it’s all about capturing the essence and connecting with audiences just as vividly as a well-pictured story does. You’re juggling a ton of different hurdles in all sorts of fields, and what you really need are strategies that don’t just make sense but actually work.

 

2024 Marketing Trends for Fractional CMOs: A Guide

As a fractional CMO, you’re in a unique position to help businesses navigate the ever-changing marketing landscape. But with so many trends to keep track of, it can be tough to know where to focus your attention.

In this guide, we’ll break down the five most important marketing trends for fractional CMOs in 2024. We’ll also provide actionable tips on how you can leverage these trends to help your clients succeed.

Get a complete fractional CMO system that changes how you think about your agency’s growth.

 

Table Of Contents:

 

Embracing AI in Marketing Strategies

Artificial intelligence (AI) has been a hot topic in marketing for years, but in 2023, it had it’s moment and in 2024 it will become a cornerstone for our marketing strategy. AI-powered tools can help you with everything from content creation and social media management to data analysis and customer segmentation.

There’s no doubt it can help you create content, but there’s a lot more to AI than that.

As a fractional CMO, you can use AI to:

  • Brainstorm: AI tools like ChatGPT and Bard can help you to generate ideas when you are not feeling creative.
  • Create personalized content: AI can help you generate blog posts, social media updates, and even email marketing campaigns that are tailored to your clients’ specific target audiences.
  • Automate tasks: AI can free up your time so you can focus on more strategic initiatives. For example, you can use AI to automate tasks like scheduling social media posts, responding to customer inquiries, and generating reports.
  • Make better decisions: AI can help you analyze data and identify trends that you might otherwise miss. This can help you make better decisions about your clients’ marketing campaigns.

Search engines are shifting, and as a fractional CMO, you’ve got to stay on your toes. Remember when search results were one-size-fits-all? Those days are long gone. Now we’re looking at answer engines that serve up tailor-made results like a personal concierge for every user.

Imagine this: two people type the same question into a search bar but get different answers. Why? Because these platforms now weigh in our browsing habits, location, and even the device we’re using to give us what they think we want. It’s all about making sure each click gets us closer to ‘the one’—that perfect piece of content or product.

Keyword stuffing will not work in 2024 nor has it for a long time. You’ll need to think more conversational AI-driven content creation because that’s how you’ll feed those hungry answer engines with quality bites they can’t resist sharing with users.

 

A shift to AEO or Answer Engine Optimization.

We will start to see AEO or Answer Engine Optimization as the new SEO. Think of AEO as your content’s secret weapon for grabbing the spotlight in search results. It’s about crafting content that directly answers people’s questions, especially those phrased as queries. Imagine someone asking, “What’s the best way to potty train a puppy?” With AEO, your client’s helpful blog post on that exact topic could land smack dab in the coveted answer box at the top of the search page or your favorite LLM platform.

The Dominance of Video Marketing

“Video first” isn’t just a catchy phrase; it’s the reality of our content landscape. Video is no longer just one of the content types; it’s becoming the basis of content strategy.

The immediacy, the intimacy, and the versatility of video make it a powerful tool for storytelling, brand building, and customer engagement.

As a Fractional CMO, steering your clients towards a video-first content approach could be the game-changer they need.

AI-Driven Content Creation

Gone are the days when creating killer video content was an epic feat reserved for big-budget studios. Now, with AI even small marketing teams can churn out high-quality and effective videos.

 

Video Content and AI Efficiency

Talk about efficiency—AI isn’t just making video creation easier; it’s transforming repurposing into an art form itself. You can shoot a video once but cut countless ways to fit any social platform’s appetite—from bite-sized to long-form and even ads.

  • Creating video content for social media: Share short, engaging videos on platforms like TikTok and Instagram.
  • Using video for sales and marketing: Create video testimonials, product demos, and explainer videos
  • Running video ads: Video ads can be a great way to reach a large audience and generate leads.

 

Prioritizing Data Privacy and Compliance

Remember the time when you could collect user data without much fuss? Well, those days are gone. The digital marketing landscape has evolved drastically with stringent data privacy regulations like GDPR and CCPA taking center stage. For marketers, particularly fractional CMOs, it’s a game of staying ahead while playing by the new rules.

The spotlight is now on first-party data as third-party cookies crumble under regulatory pressure. You’ve got to get crafty in how you gather and use customer info directly from your audience—think website interactions or social media engagements—because let’s face it, that goldmine of third-party data isn’t what it used to be.

It’s not just about compliance; it’s about building trust. Show your customers you value their privacy as much as they do by implementing transparent practices for collecting and handling their information. It’s smart business because when customers trust you, they stick around longer—and we all know that loyalty pays off in spades.

As a fractional CMO, you can help your clients by:

  • Developing a data privacy policy: This policy should explain how your clients collect, use, and store customer data.
  • Obtaining consent from customers: Make sure your clients have consent from customers before collecting their data.
  • Being transparent about how data is used: Let customers know how their data will be used and give them the ability to opt out.

Leveraging First-Party Data for Targeted Marketing

Think of first-party data as the secret sauce that gives your marketing strategy its unique flavor. It’s information your clients’ customers willingly share, like website interactions or social media engagements. It’s a digital handshake where they say, “Here’s my info; show me something good.”

And with privacy rules tighter than ever, this direct connection is more valuable than ever before. Why? Because it lets you talk to folks on a level that feels almost psychic. No more throwing spaghetti at the wall and hoping it sticks. Now, you’re using their own words and behaviors to craft laser-focused messages that resonate deeply. Imagine the conversion power!

Trust and Customer Experience is Key

The pandemic’s silver lining? It cranked up customer expectations for top-notch service and convenience.

In 2024 companies can use AI tools to make every interaction feel like it’s tailor-made. You know when you walk into your favorite coffee shop and they start prepping your usual order before you even say hi? That’s the kind of personalized touch we’re talking about.

Fractional CMOs can utilize data to personalize their client’s customer journey though marketing messages and website content. They can also use these tools to make it easier to do business with you through frictionless checkout procedures and website navigation.

However, be careful, if these tools aren’t implemented and used correctly it do be more harm then good. And remember the best tool is the one that you know how to use.

Adapting to Market Trends as a Fractional CMO

Fractional CMOs need to ride the wave of change, and 2024’s marketing landscape is all about smart tech and savvy strategies.

To sum it all up: With AI marketers can churn out top-notch material at warp speed, especially with video. It’s not just cat clips anymore; it’s becoming king in customer engagement.

The search game is also leveling up with engines getting smarter by serving personalized answers faster than you can say “SEO”. This means we’ve got to fine-tune our digital presence like never before—think less keyword stuffing, more answering real people’s questions.

Data privacy isn’t just nice-to-have; it’s must-have now. We’re swapping third-party cookies for first-party data treasure troves that keep us in line with GDPR while giving us killer insights straight from our audience.

Last but not least, trust and customer experience has become the golden ticket and will be key not just for 2024 but beyond.

Keep these insights close—they’re the compass for navigating tomorrow’s waves as a fractional CMO poised at the helm of change.

Free up your time, increase ROI, and finally learn how to scale by licensing a complete fractional CMO+ system for your marketing agency. We have helped 1000s of agencies scale and clients soar with this proven marketing system, check it out.

The Zero Dollar Consultancy

The Zero Dollar Consultancy written by John Jantsch read more at Duct Tape Marketing

The Duct Tape Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I interviewed Phil Gerbyshak, a small business expert, author, and keynote speaker with over two decades of experience in sales and marketing. Phil shares valuable insights from his latest book; The Zero-Dollar Consultancy: How to Start Your Consulting Business with Little or No Money.

Embark on a transformative journey as Phil unveils strategies for launching a consultancy with minimal financial investment. Learn how to navigate the challenges faced by those starting out in the consulting world and discover practical steps to initiate and grow your consulting business.

Key Takeaways

Phil Gerbyshak, a seasoned small business expert and author of The Zero-Dollar Consultancy shares invaluable insights on mastering the art of launching a consultancy with minimal financial investment. In this episode you’ll learn actionable steps for beginners, the importance of finding a focused niche, practical pricing strategies, building strong client relationships through trust, and smart scaling strategies. Phil’s expertise provides a roadmap for both aspiring and experienced consultants to navigate the complexities of starting and growing a consultancy successfully.

 

Questions I ask Phil Gerbyshak:

[00:52] Why did you think that people needed advice to start a zero-dollar consultancy?

[03:26] If somebody thought to start a business. Where should they go to figure out what their focus should be?

[06:31] What’s your take on the concept of picking a niche?

[08:23] Tell us about 3 of the 10 essential free tools you mention in your book everyone needs to get started

[11:34] What’s the best way to secure your first 3 clients?

[14:07] How does a beginner with no track record or case studies determine how to price their services?

[16:53] As a consultancy with a few clients how does one determine their first hire in order to scale?

[18:22] What are some of the common mistakes consultancies fall into when they get started?

[20:06] Are there any things, trends, changes that you see coming that that are going to impact this industry?

[21:25] Where can people connect with you and obtain a copy of your book?

 

More About Phil Gerbyshak:

Get Your Free AI Prompts To Build A Marketing Strategy:

 

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

This episode of The Duct Tape Marketing Podcast is brought to you by ActiveCampaign

Try ActiveCampaign free for 14 days with our special offer. Sign up for a 15% discount on annual plans until Mar 31,2024. Exclusive to new customers—upgrade and grow your business with ActiveCampaign today!

 

John (00:08): Hello, and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch. My guest today is Phil Gerbyshak. He’s a small business expert, author and keynote speaker, boasting over two decades of experience in sales and marketing. Throughout his career. He has worked with a range of enterprises from Wall Street firms to Main Street establishments, and today we’re going to talk about his latest book, $0 Consultancy, how to Start Your Consulting Business with Little or No Money. So Phil, welcome to the show.

Phil (00:38): Hey, thanks John. It’s great to be here with you.

John (00:41): So with a compelling title, like How to Start With No Money or $0 Consultancy, let’s start really first with the premise. This is an awful question to ask an author, but I’ll ask it anyway. Why did you think that people needed advice to start a $0 consultancy?

Phil (00:57): So Million Dollar Consultancy is already out there with Alan Weiss, right? Alan wrote the book, it’s a great book. It’s great book. It’s how to Make a Million dollars and that’s great. I think though a lot of people struggle to get started, the questions that I get from folks like me are like, Hey dude, how do I get started? What’s the first thing I do, not the 15th, the first? What’s the 10 things I do? So I said, huh, let me think about that. Well, I don’t know about you, John, but if somebody asked me a question more than 10 times, I’m probably going to write down the answer and make it into something for them. So that’s what I did.

John (01:30): So give us a little, other than the fact that you’ve been doing this for a while, give us a little background on what equipped you to feel like you were going to be the voice for those people trying to get started.

Phil (01:40): Well, when I started, I had no clue. I remember back in 19 what? No, not 19 2006, not 1996, 2006. When I got started, I was like, well, what the heck is here? And before that, I mean, I did some work, but I wouldn’t call it formal. It was like I’d get paid for doing random stuff and alright, well, in 96 there was nothing out there. And so I started doing things and then people would ask me questions and I’d end up coaching them, and then they’d ask me more questions and coach ’em some more, and then they refer to their friends and I’d coach ’em a little bit more. So I think of that as consulting, right? Because coaching, I’m not talking ICF. So tell me about your feelings and what do you think, John? But really in my zone of genius, which is tech, marketing and sales, inside my zone of genius, I know a lot of stuff.

(02:31): So people would ask me questions and it would be way more complex than I could write in an email. So I was like, huh, okay, well maybe I should charge you some money for this and people would gladly give me money. And then so it just happened that I would do this, but I never ever found just that startup bible that I needed. Not hardcore Eric Rice type of stuff, just simple, actionable, do this stuff. So here we go. I said, this is the stuff that I coach. This is what I teach, this is what I believe, this is what I know works. So let’s write a book.

John (03:05): So the technology, the world we live in, all the things that have changed. I mean, it made it really pretty easy for anybody to get into any kind of business, regardless of the type of business. And frankly, there are heck of a lot of people that are doing the same thing. They worked for a company for a while, they didn’t like it anymore. It’s like, I think I’ll do my own thing. How does somebody decide? How would you suggest that somebody decide some sort of focus? I mean, it’s one thing people are asking you to help ’em a little bit. You sort of get led into it, right? But if somebody’s thinking today I’m going to start a business, I mean, where do they go to figure out what their focus should be?

Phil (03:42): Sure. Well, I read a little bit about this in the book because it’s hard to find a focus if you don’t have a guide. Here’s the key, right? Find a guide, find a mentor, find someone you trust, and to ask them to ask you some questions. Some of those questions might be, so what are you good at? What do you enjoy doing? What do you not want to be doing? Who do you likes? You? Those are the types of questions that help. And then take some assessments. Take some assessments, see if that’s really true. You know what? I like that. And I believe we make the most money and the biggest impact in our icky guy. If we think about that, what people pay you for, what we’re good at, and then what we love. If we can combine those things, what gives us that juice?

(04:25): We combine those things, that little sliver there, that’s the best money. But from there, pick one of those three. I mean, you don’t have to be the biggest expert to be able to consult with people. You just have to be a few steps ahead of them and understand, okay, so this is what they need. I’m not telling you that you should claim that you can take people to $10 million if you’ve never done it, but what I am telling you is if people ask you questions and they ask you them over and over again, you can work with people like that to start your business. And that can be your focus.

John (04:57): And I think for a lot of people, I know to some degree in my experience, you evolve with clients. So some of those first clients you have to, may not be a perfect fit, may not be the right thing, but you learn what you do, what you don’t like, what you’re good at. So sometimes it’s just a matter of get out there and start swinging, right?

Phil (05:16): Absolutely. So that’s the biggest thing. I’ve got a whole chapter on it, just getting started. I do think that’s the hardest thing. I don’t want people to overthink that. That’s one of the reasons why I have 10 free tools. They might not be the greatest tools on the planet. There’s thousands of tools though. Like John, how do I build a landing page? Oh my gosh, how much time you got? Or go to card.co and go build yourself a landing page. That’s the thing. Just get started. And I agree with you. We do grow. We do pivot. I got to ask. Somebody asked me today, they said, so Phil, what advice would you give to people just starting out? And my answer would be prepared to change. It will not look anything like you expected when you started.

John (06:01): Yeah, that’s interesting. There’s certainly a lot of common advice out there now, talking about people picking a niche and going really deep in that. And I think there certainly can be some value in that. If your whole world background is in a industry, it probably makes sense for you to start there. But I think it’s really hard. I always tell people, just go get a few clients. Your niche will find you. Rather than saying, I’m going to today, start going forward, I’m going to work with dentists. It’s like, I’ve never worked with dentists. I don’t know if I’ll working with them. Right? So what’s your feeling on that idea of, because I mean, you can find plenty of experts talking about that’s the way to go pick a niche and go deep in it.

Phil (06:40): Well, it is hard. It’s so hard because you might hate what you did. So instead, let’s pick how you can pick instead of that, right? Instead of what you should pick. So how you can pick, you might say, you know what, I like working with middle managers. I like working with business owners. I like working with entrepreneurs. I like working with program managers. I like working with software developers. I mean, pick one of those, even if you’re not one of those and pick one. Get a couple clients and say, test your hypothesis. Do I like working with them? And if I do a good job, do they pay me? You know what I would love? There’s a lot of companies, a lot of nonprofits, a lot of people that I’d love to work with. But if you’re going to pay me 10 bucks an hour, well, I can make more than that at McDonald’s. That’s not worth my time. I mean, I don’t like that. Now that being said, maybe you do give away your first couple gigs. You waive your fee to get testimonials, to get feedback.

John (07:40): Case studies,

Phil (07:41): Case studies. Maybe you waive your fee, but you don’t just give it away. You don’t advertise. This is free. Then you get free suckers. And I hate free suckers,

John (07:50): People just suckers. Well, plus I think you devalue what you do as well. I often tell people that are just getting started charge more than you think anybody’s going to ever pay you because there’s less competition at say, $5,000 a month than there is a $2,000 a month. And as long as you know can deliver value, it’s a lot easier to work with fewer clients at a higher retainer. So let’s talk about, I do want to come back to the 10 tools because everybody loves tools. So maybe let’s go there right now. Don’t give out the whole list because people need to buy the book to get the whole list. But let, let’s go with three free tools that you think these are foundational. Everybody needs these when they’re getting started.

Phil (08:29): Sure. Well, I talked about card. CAR d.co is a free landing page tool. I think you should have an offer. I don’t care what it is. It could sadly just be for a newsletter that you give out coupons. That’s okay. Something though. Start capturing email addresses with that. Connect that to a MailChimp. MailChimp is free. ConvertKit is free under a certain amount. Find a free one just for and start gathering those. So those are two. And then the other one is, I don’t know about you John, but I like money. Do you like to get paid?

John (09:03): That’s what a lot of folks that are starting out. That’s like an afterthought. But yeah, that should be the first thought, right?

Phil (09:09): Right. That should be right here. So wave.com. Wave apps.com. A, it allows you to invoice. Now you say, Phil, I don’t want to take money online. Okay, you don’t have to, but you can use that to have professional looking invoices. And I will tell you, professional looking invoices get paid faster than ones that look like your 8-year-old. My 8-year-old made them with his crayons. So please get that set up. And do accept credit cards. Do accept aach H because it’s a small fee. It’s a small fee mark. If you can’t afford 3%, raise your rates. Raise your rates. I mean, come on now. Don’t charge it to your client. Raise your rates. And with that, as you get more money and you understand it, continue to raise your rates.

John (09:59): Yeah, no question. It’s my pleasure to welcome a new sponsor to the podcast. Our friends at ActiveCampaign. ActiveCampaign helps small teams power big businesses with the must have platform for intelligent marketing automation. We’ve been using ActiveCampaign for years here at Duct Tape Marketing to power our subscription forms, email newsletters and sales funnel drip campaigns. ActiveCampaign is that rare platform that’s affordable, easy to use, and capable of handling even the most complex marketing automation needs. And they make it easy to switch. They provide every new customer with one-on-one personal training and free migrations from your current marketing automation or email marketing provider. You can try Active Campaign for free for 14 days and there’s no credit card required. Just visit activecampaign.com/duct tape. That’s right. Duct Tape Marketing podcast. Listeners who sign up via that link will also receive 15% off an annual plan if purchased by March 31st, 2024. That’s active campaign.com/duct tape. Now, this offer is limited to new active campaign customers only. So what are you waiting for? Fuel your growth, boost revenue and save precious time by upgrading to active campaign today. Let’s talk about getting clients.

Phil (11:19): Yeah,

John (11:20): I got sidetracked there for a minute because the whole pricing thing I want to come back to as well. But as far as getting clients, again, we’re probably talking about selling professional services to other businesses, B2B, right? So are there certain tactics or approaches that we should focus on first? I see a lot of people go jumping into business and they want to build the perfect funnel and have thousands and thousands of subscribers. And what’s the best way to get client? 1, 2, 3.

Phil (11:50): Well go see them in person would be best way, if you can, and I know that sounds so old school, but really these should be people that you know already trust you, people that know you, right? So go knock on the door. Hi John, how’s it going? Hey, you got 30 minutes, we can talk. And most people be like, yeah, hey, let me buy you lunch. Great. Well, here’s what I’m working on. Do you need this service or do you know somebody who does? That would be step one, step two, pick up the telephone, pick up the phone and ask people again. The good news is you should already be in their phone. You should already be in their phone. They’re going to answer it. So that’s your second way. And if that fails, well good luck. They’re not really good friends. I mean, really, those are the only two ways as you’re starting out to get your client 1, 2, 3.

(12:40): That should be a way that you do it. Now, if they’re across the world, I understand, get on Zoom, start a podcast, ask them questions, get to learn who the heck they are so that when you do send that email, it doesn’t go to spam that they don’t just ignore you. So that when John Chance sends you an email, I’m like, yep, what do you need, John? As opposed to John sends the fifth follow-up and like, dude, did you get swallowed by alligators? And I’m like, no, man, I’ve never got a message from you before that went in the spam bucket. I’m sorry.

John (13:12): Yeah. So a couple things I want to throw in there, and I know you agree with this too, but LinkedIn, that’s the equivalent, can be the modern equivalent done right, of reaching out to people that already know you and already trust you. I’m glad you used a trust word because that’s what I always tell people is I said, your target market should be people that already trust you because you really are going to go out to them and say, here’s what I’m doing. Got any ideas for me? You’re not necessarily pitching them. Maybe if they’re a perfect fit, you’ll pitch. But a lot of what you’re doing is just talking to people. Every single one of us knows somebody who needs you. And so a lot of times you’re just talking to people so that they can go, oh, you know what? I just had a conversation with Phil yesterday and he was telling me that he needs this.

(13:53): And so five times a day, you got to be doing that early on if you’re going to get in any kind of momentum going, particularly when you’re just getting started and you don’t have this rock solid offer and website and all that kind of stuff. Let’s talk a little bit about pricing. I know a lot of people struggle with how to, especially when they don’t have a track record, they don’t have all kinds of case studies that can prove that they get the results. So how do I go about finding what would be the right price? I mean, am I just saying, well, how much do I think people will pay me? Am I looking at industry guides? I mean, how do I go about pricing my service?

Phil (14:31): Well, either of those are valid, but I like to do this instead. I like to figure out how much do I need to make a month? So let’s do round numbers here. I like round numbers. I need to make $10,000 a month. I want to work a hundred dollars a month. That means I need to charge a hundred dollars an hour. Now that being said, here’s the thing, you’re not working every hour. So I would say take that and double it, and that should be your price. So $200 an hour should be your start. If you want to make 10 grand a month, and you’ll be lucky if you work 50 hours a month. Now, that’s not to say you’re not going to do 200 hours of work, but you’re going to do 50 hours of billable time. Think of an attorney who before they make partner, has to do their own research, has to do their own outreach, who has to do their own marketing?

(15:17): Who has to still answer their own phone? Who has to answer their own email? Who has to go to networking events? That’s you. That’s you. So 50 hours of billable time a month would be awesome, and that will get you there. But it’s hard. It’s hard to get there. So I would tell you, Dan Rome said to me, John, I was at an event at 800 CO read years ago, and Dan’s advice for everybody starting out was two words. Second mortgage, meaning it’s going to be expensive, right? It’s going to be expensive to get started. And don’t be disappointed by that. Just know that until you get a cooking. That’s why I don’t recommend you leave with zero clients. Take your day job, use that as your capital infusion and your business, and start freelancing. Start moonlighting. Start getting some clients that my first coaching clients were at five in the morning or at 10 at night.

(16:09): They were in different parts of the world. That’s how you started out. You got to be willing to hustle it a little bit at the beginning. I mean, this whole hustle culture, once you get to a certain point, you don’t have to work as hard, but you still got to work hard always. So start out people that know you, people that trust you, people you can talk to, figure out your hourly rate. And then here’s the thing, it’s okay to negotiate. It’s fine. You don’t have to hold that rate. But if you start if a hundred dollars and then negotiate down, you get $75, they start at $200 and then negotiate down $50, you’re still getting 150. So that start high.

John (16:53): Alright? So I’ve got a few clients, actually, things are starting to fill up. I’m feeling a little stressed because I’m working a lot. What’s my first hire? How do I take it beyond just me and the time that I’ve got? Because let’s face it, that doesn’t scale.

Phil (17:09): Yeah. So where are you weakest? What part of your business takes the most of your energy? If you hate sales, well, you probably shouldn’t go into business for yourself, but if you

John (17:20): Do, because no matter what you do,

Phil (17:22): It’s sales. Maybe it’s sales, right? But beyond that, you need to hire a money person, C-O-C-A-O, whether it’s part-time or full-time.

John (17:34): Somebody to send out your invoices, right? Yeah.

Phil (17:38): Well, or someone that isn’t you to hound dog, someone who didn’t pay the invoice. I hate that. I dunno about you, but I hate being a beggar. I don’t be like, hi John, you still owe me $112. Hi, John. Still $112, right? I hate

John (17:51): That. I tip for you. I’ll tip for you, Phil. We get paid upfront. We don’t invoice anybody. We put

Phil (17:58): Love that too. Love that too. Absolutely. But people you trust though, people you trust, though I trust you’re going to pay me, John. So okay, I’ll get started on the work and then I get 10 hours in and again, right?

John (18:12): So I keep losing my question there that, oh, I know. Yeah, I have it here. I was going to go to mistakes. So we’ve talked about a lot of the things to do. Sometimes people learn Best Buy, like what not to do. So what are a handful of common things that you see, mistakes that you see people fall into when they get started?

Phil (18:32): Don’t partner too soon. First of all, stay by yourself. I’ve had more failed partnerships than I can tell you, both relationships as well as business wise, because we go too fast. I get happy years. People get happy years, and they’re like, oh yeah, that’s perfect. No stop. Is this really perfect? Or does this just feel good? So everybody’s got to bring their own clients. So the next mistake that I’ve made is putting people on payroll too soon. Somebody who does what I do does not double business. I still have to manage them. That’s a hard thing. That’s money that I don’t get that they get, which is really paid. They are getting paid for me to mentor them. That’s a big mistake. So don’t do that. And then I would say probably the third big mistake is don’t save for your taxes. Take that money, put 33% aside. You make a dollar, you put 33 cents aside. Make a hundred bucks, you put 33. I’m still paying my taxes from early in my career. Later I’m better, but I’m still paying early career taxes because I didn’t have that sensibility about me. I’m like, oh, I’ll make more money. Sure you will. And then you have lean times and then the IRS loves you and they’ll call you every day. No, don’t do that.

John (19:46): Yeah. I think human nature for a lot of us that if money’s in the bank, we’re going to spend every bit of it. But if we put it in, if we take it out as a bill every month, it’s like, well, I don’t have that money anymore, so I better figure out how to do with less. So. Absolutely. Right. That’s right. So I always quite often like to look ahead. Are there any things, trends, changes that you see coming that are going to impact this industry or this way of going to work?

Phil (20:13): Well, AI of course, is going to change the whole game. AI will make things faster. You’re not going to be replaced by ai. You’re going to be replaced by somebody who knows ai. So start to learn AI now, whether it’s Grammarly or chat GPT or video editing, or insert your thing here, use AI and get used to it. That’s the biggest trend. Stay on top of that. And then you know what? That could be something that you add to your arsenal. Don’t gin up a business and say, oh yeah, I’m an AI expert. You’re lying. You’re not.

John (20:46): Well, we both have been around long enough to remember all the people that built their business as Twitter experts, and so it’s not the platform. Fundamentally, what AI does for fundamentally what we are here to do hasn’t changed. AI just gives us another set of tools in order to do that. But if you’re not providing strategy context, it’s just a bunch of lousy tools. And frankly, in two or three years, it’ll all change. So absolutely, 100%. There’s a whole lot of snake oil being sold under the AI get rich bucket right now, but don’t fall pre to it. So Phil, I appreciate you taking a moment to stop by the Duct Tape Marketing Podcast. You want to invite people to connect with you somewhere, or certainly find out where they can grab a copy of $0 Consultancy.

Phil (21:33): Sure. So go to ZDC for $0 consultancy book.com. That’s the easiest place to get it. And then find me on LinkedIn. Spell Gerb Hack. You’ll find me G-E-R-B-Y-S-H-A-K. Just

John (21:45): Find me. Awesome. Awesome. Again, Phil, thanks for stopping by taking a moment, and hopefully we’ll run into you one of these days out there on the road.

Unlocking the Profitable Power of Trust

Unlocking the Profitable Power of Trust written by John Jantsch read more at Duct Tape Marketing

Marketing Podcast with John Jantsch

In this episode of the Duct Tape Marketing Podcast, I’m going to talk about the profound impact of Trust in your business. This isn’t just about a buzzword, I touch on the intricacies of building and maintaining trust with your clients and how it can significantly influence the success of your marketing efforts.

Key Takeaways:

Trust is not just a foundation but a driving force behind successful client relationships. As we explored in this episode, the dimensions of trust, its value, and practical steps for building and measuring it are pivotal in today’s business landscape.

In this episode, you’ll learn:

  • The Dimensions of Trust in Business
  • The Value of Trust in Business:
  • Building Trust with Clients
  • Measuring Trust Levels

Embrace trust as a strategic asset, and watch how it transforms your business in 2024 and beyond.

 

Get Your Free AI Prompts To Build A Marketing Strategy:

Like this show? Click on over and give us a review on iTunes, please!

Connect with John Jantsch on LinkedIn

 

Speaker 1 (00:08): Hello and welcome to another episode of the Duct Tape Marketing Podcast. This is John Jantsch and it’s another solo show. Today I want to talk about trust, and that sounds like a big fat hairy topic, doesn’t it? So I’ll be more specific. As a service provider, I want to talk about the idea of becoming the trusted advisor for your clients. I’m going to go into the benefits. I’m going to go into how to do that, but I’m guess let’s start with what I mean by trust in the context of business. Trust shows up in a lot of ways. It shows up in your reliability. Can somebody count on you to do what you promised to do? Comes out in credibility. I mean, do you have proof? Can you show that you’ve gotten results for other people that seem to have the same problem that I have or that your client or prospect has?

(01:02): It’s an element of intimacy. We deal with a lot of private information with clients. I mean, we get into their business so deeply. Sometimes I feel like we’re providing therapy, and I think that is a level that is wanted, but it also requires a level of vulnerability on their part, and that’s certainly something that you have to earn. There is an element of what’s a good term for it? Orientation and trust, meaning that a client comes to believe that you have their best interest at heart rather than just your own to make money. And how these elements that I’m defining as trust come about is varied. I mean many ways, but let’s talk about some of the dimensions of trust. And I made a list, so I’m going to kind of read from it. Competence, you build trust by demonstrating your capability and proficiency in your field.

(01:56): A lot of the way that we do that is by actually showing a proven system, installing a proven system for us. Consistency. We’ve been at this 30 years, so there’s a trail, a long trail. We hear it every day from people who come to us as you’ve been around for a long time, you keep doing this. There’s nobody saying anything bad about you. I mean, those are things that lead to the dimension of trust care. I mean, a lot of times people will think of trust as I can trust you because you care about our results. And that’s very true character that shows up every day in every word, in every meeting, even in your marketing. I think character shows up as a dimension of trust and then communication, certainly owning up to mistakes, being honest about what somebody can expect, celebrating the wins with folks.

(02:48): I mean, that’s all part of it. And then a level of commitment that you can show that you really are in it to win it, in it to help your client get the results or the value that they’re after. So those are all things that have to come into play in your marketing, certainly in your fulfillment to be a trusted advisor. So far have built up just what it is, maybe the definition of it, just for this context. I mean, I think we all growing up we’re taught what trust meant and what it didn’t mean. But in the business context, I think there are special elements that go with it. However, now I’m going to talk about the value of trust on top of it, creating what I think are much more fulfilling relationships with clients is far more profitable. Let’s just be honest. You can charge a lot more money if you have a reputation for trust, if people believe that what you’re, I mean, if you can prove that you’ve gotten results for folks, people are going to pay more for that.

(03:50): You think about the example of a referral. If somebody is referred to you quite often, I mean, we still need to ask what the reasonable price is going to be, but quite often price goes down the list. It’s not the number one component because there’s risk, particularly in service providers, right? I mean, you’re selling air, so there’s risk in engaging anyone. And so the reason prices is such a consideration is because we don’t trust that there’s going to get a result or we’ve never worked with you before, so we don’t know. So the idea that somebody who I already trust you allows me to borrow that trust, that’s why referrals are so, such a potent way really to build a business, word of mouth, such a potent way to build business because there’s a level of trust that is extended with that relationship. But I think that it’s also important for you to build that level of trust through your marketing, but also through your fulfillment.

(04:53): One of the things that we do is we offer strategy, but a lot of agencies just offer retainers. So you come to ’em and say, okay, it’s whatever amount per month the rest of my life, hope you can get the result. We have a process we call strategy first, and everybody goes through that process first. We don’t sell a retainer. We have to develop the strategy before we can really even develop what a plan or retainer engagement would look like. And what we found is that certainly that attracts a certain type of client, an investor client, which we have found to really be for our services, the best type of client. But it also gives us the space and the ability to develop a level of trust where we become a trusted advisor. So I encourage you, regardless of the industry you’re in or the business you’re in, can you have a way to have a, it’s really a trial in a way, a project or engagement or offering that would allow you to develop not only a level of trust in the results, but just a trusted, high level, trusted advisor relationship that is really going to allow you to then recommend maybe without much pushback what needs to come next and what needs to come next.

(06:13): And I think that if you have any issues with clients that they’re just not a good fit, they push back on things. They don’t take your advice, they hired you to consult, but then they won’t let you consult. A lot of times, well, one of the reasons is because they’re not the right fit. So that certainly happens. But the other element of that is they don’t trust you enough, and sometimes that’s on them. Sometimes that’s on you because you haven’t done whatever the step is that will allow you to build that. So let’s talk a little bit about, now kind of switch gears a little bit to how do you build trust with clients? Well, trust is one of those things I suppose that can be repaired, but it’s certainly one of those things that first impressions matter. I mean, how they see you, how they experience you, what leads them to even want to have a sales conversation with you.

(07:01): That’s a level of the customer journey. That trust building is going on completely. I talk all the time about the marketing hourglass stages. For us, the customer journey is no like trust, try, buy, repeat and refer. And that is a level of guiding people that have to come to know about you. But then the first impression makes a huge impression on whether or not we want to even spend our time and energy to go any farther. Obviously, we’re not going to engage somebody at any level without a level of trust. And then as I talked about, the try for us is really almost our first engagement. We are being tried there and we are putting everything into building that relationship and that trust there. Communication and transparency. Tell people what you’re going to do and do it. Stick to it. Communicate over. Communicate frankly, is a way that we build trust.

(07:53): A client will tell you, a prospect will tell you, that’s enough. I don’t need that much. I got it. Just give me the highlights, and that’s fine. You can always dial it back, but it’s much harder to dial it in from a communication standpoint and from a transparency standpoint, here’s what we’re doing and why. Delivering on promises obviously and promises are funny because they’re really, in a lot of ways, they’re just expectations, right? I promise that this will be done by Friday, sets an expectation that’ll be done by Friday. And so you either meet that expectation or maybe you exceed it, but if you miss that, you’ve broken up promise. And so that’s really be careful what you promise to some degree. But breaking those promises is really going to erode or withdraw from the trust bank pretty quickly in terms of establishing yourself as a trusted advisor.

(08:41): Some of that is demonstrating your expertise, being able to communicate what you’ve done for others. But I think it’s also, I know one of the things people say to us all the time, I’m just very interested in all the new tech and AI and all the things we’re about, and that to me is a level of people trust us to bring them the next thing when they need it, not because it’s the next thing. And I think that continuous learning that adapting what we do based on what we learn is certainly a marker, a great marker of trust and something that people come to rely on. What you do in the community, how you network, those are all who you know, your network members of your network. I mean, those are all elements of the trust puzzle in terms of maintaining and growing trust takes work.

(09:29): You think of any relationship, right? I mean, you ignore a close relationship and it will start to erode. You put in work, you continue to build that relationship over time. In fact, some people are so focused on new client acquisition. We’ve kind of forget about retention and the long-term benefits of really having those clients that have worked with you for years that love you, that trust you explicitly. Mistakes happen, challenges happen. Those are all part of doing business, trying to scale business. We’re all human. We all make mistakes. Obviously, how you respond to how you respond to challenges says a lot about whether or not somebody can trust you. I’ve seen that many times over the years that people will forgive you for making a mistake, but for lying about it, for not owning up to it, for trying to push blame off on somebody.

(10:25): That’s where you really cut into a trusted relationship. So how do you measure trust levels for us? Retention and referrals and even engagement. The level of engagement. Now we have so many digital platforms that we’re on today. In some ways it’s not an exact science, but in some ways that goes greatly into are we putting in the time? Are we nurturing the relationships? Are we having X amount of conversations? Are we retaining clients? Are we getting referrals from clients? Those, to me, are obviously pretty significant markers of trust. So kind of a non tactical topic today, but there’s so much value in becoming a trusted advisor, seen as a trusted advisor in your industry. Certainly seen as a trusted advisor with your clients. There’s financial value, there’s relationship value. It’s just more fun to do business in that environment than it is to constantly have that tug of war with clients because you haven’t put in the time and not even just the time.

(11:37): I mean, the systematic approach to onboarding and to communicating. Those are all elements that will eliminate a lot of the back and forth struggle that you might have. The other tip I would give you is create that systemized, repeatable process that you can do on the front end that really focuses on developing that trusted advisor relationship so that whatever your work is beyond that will go much smoother. Alright, that’s it for today. Again, love those reviews on iTunes or wherever you listen to your podcasts. If you’ve got ideas or thoughts that you want to share based on what I shared today, feel free to send me an email at any time, john@ducttapemarketing.com. All right. That’s it for today. Hopefully we’ll see you on these days soon. Out there on the road.